Proequities, Inc. |
176 |
UBS Group AG |
173 |
Morgan Stanley |
157 |
Bank Of America Corp /de/ |
150 |
Citadel Advisors Llc |
149 |
Jpmorgan Chase & Co |
148 |
Susquehanna International Group, Llp |
147 |
Millennium Management Llc |
143 |
Goldman Sachs Group Inc |
137 |
Royal Bank Of Canada |
136 |
Jane Street Group, Llc |
135 |
Wells Fargo & Company/mn |
134 |
Citigroup Inc |
131 |
Tower Research Capital LLC (TRC) |
130 |
BlackRock, Inc. |
128 |
Barclays Plc |
125 |
D. E. Shaw & Co., Inc. |
125 |
Deutsche Bank Ag\ |
125 |
Geode Capital Management, Llc |
125 |
Credit Suisse Ag/ |
120 |
Fmr Llc |
117 |
State Street Corp |
116 |
Renaissance Technologies Llc |
112 |
Bnp Paribas Arbitrage, Sa |
110 |
Invesco Ltd. |
110 |
Bank of New York Mellon Corp |
106 |
SG Americas Securities, LLC |
106 |
Virtu Financial LLC |
105 |
Simplex Trading, Llc |
104 |
Wolverine Asset Management Llc |
104 |
Bank Of Montreal /can/ |
103 |
Marshall Wace, Llp |
102 |
Vanguard Group Inc |
101 |
Ameriprise Financial Inc |
100 |
Advisor Group Holdings, Inc. |
100 |
Two Sigma Investments, Lp |
100 |
Walleye Trading LLC |
99 |
Group One Trading, L.p. |
98 |
Paloma Partners Management Co |
97 |
Hrt Financial Lp |
96 |
Prelude Capital Management, Llc |
95 |
Walleye Capital LLC |
94 |
Northern Trust Corp |
94 |
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
93 |
Verition Fund Management LLC |
93 |
New York State Common Retirement Fund |
92 |
Pnc Financial Services Group, Inc. |
91 |
Nomura Holdings Inc |
91 |
Boothbay Fund Management, Llc |
90 |
Balyasny Asset Management Llc |
88 |
Cubist Systematic Strategies, LLC |
88 |
Parallax Volatility Advisers, L.P. |
87 |
Lazard Asset Management Llc |
87 |
Manufacturers Life Insurance Company, The |
86 |
Jefferies Group LLC |
86 |
Rhumbline Advisers |
86 |
Squarepoint Ops LLC |
86 |
Wellington Management Group Llp |
85 |
Charles Schwab Investment Management Inc |
85 |
Sei Investments Co |
84 |
Russell Investments Group, Ltd. |
84 |
Nuveen Asset Management, LLC |
83 |
Dimensional Fund Advisors Lp |
83 |
Aqr Capital Management Llc |
82 |
Cutler Group LP |
82 |
Us Bancorp \de\ |
82 |
Acadian Asset Management Llc |
82 |
Allianz Asset Management GmbH |
82 |
Legal & General Group Plc |
81 |
IFP Advisors, Inc |
80 |
Northwestern Mutual Wealth Management Co |
80 |
Gsa Capital Partners Llp |
80 |
Wolverine Trading, Llc |
80 |
Two Sigma Securities, Llc |
80 |
Arrowstreet Capital, Limited Partnership |
80 |
Schonfeld Strategic Advisors LLC |
79 |
Alliancebernstein L.p. |
79 |
Ubs Asset Management Americas Inc |
79 |
Two Sigma Advisers, Lp |
79 |
American International Group, Inc. |
79 |
California State Teachers Retirement System |
79 |
California Public Employees Retirement System |
78 |
Tudor Investment Corp Et Al |
78 |
Man Group plc |
78 |
Qube Research & Technologies Ltd |
77 |
Price T Rowe Associates Inc /md/ |
77 |
Federated Hermes, Inc. |
77 |
Trexquant Investment LP |
77 |
Hsbc Holdings Plc |
76 |
Zurcher Kantonalbank (Zurich Cantonalbank) |
76 |
Creative Planning |
75 |
Engineers Gate Manager LP |
75 |
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
75 |
Quantbot Technologies LP |
75 |
Parametric Portfolio Associates Llc |
74 |
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
74 |
Voya Investment Management Llc |
74 |
Captrust Financial Advisors |
73 |
Polar Asset Management Partners Inc. |
73 |
LMR Partners LLP |
72 |
Envestnet Asset Management Inc |
72 |
Macquarie Group Ltd |
72 |
XTX Topco Ltd |
71 |
Point72 Asset Management, L.P. |
71 |
Panagora Asset Management Inc |
71 |
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
71 |
American Century Companies Inc |
70 |
Victory Capital Management Inc |
70 |
LPL Financial LLC |
70 |
Signaturefd, Llc |
70 |
Franklin Resources Inc |
70 |
Highbridge Capital Management Llc |
69 |
Norges Bank |
69 |
Stifel Financial Corp |
68 |
Federation des caisses Desjardins du Quebec |
68 |
Capstone Investment Advisors, Llc |
68 |
Putnam Investments Llc |
68 |
ExodusPoint Capital Management, LP |
67 |
First Trust Advisors Lp |
67 |
Strs Ohio |
67 |
Oxford Asset Management Llp |
67 |
Raymond James & Associates |
67 |
Toronto Dominion Bank |
66 |
Hbk Investments L P |
66 |
Parallel Advisors, LLC |
66 |
Swiss National Bank |
66 |
PDT Partners, LLC |
66 |
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
66 |
Steward Partners Investment Advisory, Llc |
66 |
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
65 |
Cwm, Llc |
65 |
Lord, Abbett & Co. Llc |
65 |
Advisory Services Network, LLC |
65 |
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
65 |
Css Llc/il |
65 |
Ubs Oconnor Llc |
64 |
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
64 |
Metropolitan Life Insurance Co/ny |
64 |
Prudential Financial Inc |
64 |
Dynamic Technology Lab Private Ltd |
64 |
Healthcare Of Ontario Pension Plan Trust Fund |
64 |
Teacher Retirement System Of Texas |
63 |
FNY Investment Advisers, LLC |
63 |
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
63 |
Point72 Hong Kong Ltd |
63 |
Principal Financial Group Inc |
63 |
Hudson Bay Capital Management LP |
63 |
Bayesian Capital Management, LP |
63 |
Alberta Investment Management Corp |
63 |
Quadrature Capital Ltd |
62 |
Advisor Group, Inc. |
62 |
Centiva Capital, LP |
62 |
Marshall Wace North America L.P. |
62 |
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
62 |
PEAK6 Investments LLC |
62 |
Cnh Partners Llc |
62 |
Comerica Bank |
62 |
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
62 |
State Of Wisconsin Investment Board |
61 |
Penserra Capital Management LLC |
61 |
Ladenburg Thalmann Financial Services Inc |
61 |
Fifth Third Bancorp |
61 |
Public Employees Retirement System Of Ohio |
61 |
Alyeska Investment Group, L.P. |
61 |
State Board Of Administration Of Florida Retirement System |
61 |
A.R.T. Advisors, LLC |
60 |
Jump Financial, LLC |
59 |
Amalgamated Bank |
59 |
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
59 |
Tiaa Cref Investment Management Llc |
59 |
HAP Trading, LLC |
59 |
Ameritas Investment Partners, Inc. |
59 |
Mirae Asset Global Investments Co., Ltd. |
58 |
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
58 |
Nisa Investment Advisors, Llc |
58 |
Bessemer Group Inc |
58 |
Axa S.a. |
58 |
Magnetar Financial LLC |
57 |
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
57 |
Laurion Capital Management LP |
57 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
57 |
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
56 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
56 |
Rockefeller Capital Management L.P. |
56 |
Huntington National Bank |
56 |
Gabelli Funds Llc |
56 |
Blair William & Co/il |
56 |
Glenmede Trust Co Na |
56 |
Schroder Investment Management Group |
56 |
SBI Securities Co., Ltd. |
56 |
Clear Street Markets Llc |
56 |
Jacobs Levy Equity Management, Inc |
56 |
Quadrant Capital Group Llc |
56 |
Calamos Advisors LLC |
55 |
HighTower Advisors, LLC |
55 |
Weiss Asset Management LP |
55 |
Teachers Advisors, Llc |
55 |
Guggenheim Capital Llc |
55 |
Alpine Global Management, LLC |
55 |
Janus Henderson Group Plc |
55 |
Nationwide Fund Advisors |
54 |
ProShare Advisors LLC |
54 |
Driehaus Capital Management Llc |
54 |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
54 |
BlueCrest Capital Management Ltd |
54 |
Neuberger Berman Group LLC |
54 |
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
54 |
Voloridge Investment Management, Llc |
54 |
PEAK6 Investments, L.P. |
54 |
Raymond James Financial Inc |
54 |
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
53 |
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
53 |
BlackRock Fund Advisors |
53 |
FIL Ltd |
53 |
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
53 |
Connor, Clark & Lunn Investment Management Ltd. |
53 |
Amundi |
53 |
O'shaughnessy Asset Management, Llc |
53 |
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
53 |
Algert Global Llc |
53 |
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
53 |
Raymond James Financial Services Advisors, Inc. |
52 |
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
52 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
52 |
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
52 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
52 |
Mackenzie Financial Corp |
52 |
Ergoteles LLC |
52 |
Capital Fund Management S.a. |
52 |
MetLife Investment Management, LLC |
51 |
Landscape Capital Management, L.l.c. |
51 |
Allspring Global Investments Holdings, LLC |
51 |
CIBC Private Wealth Group, LLC |
51 |
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
51 |
BlackRock Institutional Trust Company, N.A. |
51 |
Los Angeles Capital Management Llc |
51 |
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
51 |
First Horizon Advisors, Inc. |
51 |
Canada Pension Plan Investment Board |
51 |
Lindbrook Capital, Llc |
50 |
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
50 |
Y-Intercept (Hong Kong) Ltd |
50 |
Caption Management, LLC |
50 |
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
50 |
EverSource Wealth Advisors, LLC |
50 |
Kcg Holdings, Inc. |
50 |
BlackRock Investment Management, LLC |
50 |
Meeder Asset Management Inc |
50 |
Mackay Shields Llc |
50 |
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
50 |
Allworth Financial LP |
50 |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
50 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
50 |
Royce & Associates Lp |
49 |
Fox Run Management, L.l.c. |
49 |
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
49 |
Dupont Capital Management Corp |
49 |
Thrivent Financial For Lutherans |
49 |
Truist Financial Corp |
49 |
KBC Group NV |
49 |
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
49 |
Global Retirement Partners, LLC |
49 |
Susquehanna Fundamental Investments, Llc |
49 |
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
49 |
Davidson Kempner Capital Management Lp |
49 |
OMERS ADMINISTRATION Corp |
49 |
TCI Wealth Advisors, Inc. |
49 |
Credit Agricole S A |
48 |
IWV - iSHARES TRUST - iShares Russell 3000 ETF |
48 |
NEXT Financial Group, Inc |
48 |
BlackRock Advisors LLC |
48 |
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
48 |
Harbour Investments, Inc. |
48 |
Commonwealth Equity Services, Llc |
48 |
Sterling Capital Management LLC |
48 |
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
48 |
Seven Eight Capital, Lp |
48 |
J. Goldman & Co LP |
48 |
Cresset Asset Management, LLC |
47 |
Aperio Group, LLC |
47 |
GWM Advisors LLC |
47 |
Massachusetts Financial Services Co /ma/ |
47 |
Weiss Multi-Strategy Advisers LLC |
47 |
Covestor Ltd |
47 |
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
47 |
Great West Life Assurance Co /can/ |
47 |
Occudo Quantitative Strategies Lp |
47 |
Gotham Asset Management, LLC |
47 |
BNP Paribas Asset Management Holding S.A. |
47 |
M&t Bank Corp |
47 |
Russell Frank Co/ |
47 |
Ubs Ag |
47 |
Natixis |
47 |
Skandinaviska Enskilda Banken AB (publ) |
46 |
Td Asset Management Inc |
46 |
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
46 |
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
46 |
Maven Securities LTD |
46 |
Farther Finance Advisors, LLC |
46 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
46 |
DekaBank Deutsche Girozentrale |
46 |
Dark Forest Capital Management Lp |
46 |
Ellington Management Group Llc |
46 |
Eaton Vance Management |
46 |
State of Wyoming |
45 |
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
45 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
45 |
Thompson Davis & Co., Inc. |
45 |
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
45 |
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
45 |
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
45 |
NumerixS Investment Technologies Inc |
45 |
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
45 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
45 |
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
45 |
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
45 |
Parkside Financial Bank & Trust |
45 |
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
45 |
BlackRock Group LTD |
44 |
National Bank Of Canada /fi/ |
44 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
44 |
Arizona State Retirement System |
44 |
Jennison Associates Llc |
44 |
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
44 |
Bridgeway Capital Management Inc |
44 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
44 |
State of New Jersey Common Pension Fund D |
44 |
Winton Capital Group Ltd |
43 |
Janney Montgomery Scott LLC |
43 |
Sowell Financial Services LLC |
43 |
Vanguard Index Funds |
43 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
43 |
Moore Capital Management, Lp |
43 |
Ronald Blue Trust, Inc. |
43 |
Campbell & CO Investment Adviser LLC |
43 |
Asset Management One Co., Ltd. |
43 |
MUFG Americas Holdings Corp |
43 |
Spark Investment Management LLC |
43 |
Aviva Plc |
43 |
D.a. Davidson & Co. |
43 |
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
43 |
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
43 |
Versant Capital Management, Inc |
43 |
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
43 |
Geneos Wealth Management Inc. |
43 |
Loomis Sayles & Co L P |
42 |
Principal Funds Inc |
42 |
Ionic Capital Management LLC |
42 |
Virginia Retirement Systems Et Al |
42 |
Cambridge Investment Research Advisors, Inc. |
42 |
Assetmark, Inc |
42 |
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
42 |
EAM Investors, LLC |
42 |
PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
42 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
42 |
Caxton Associates Lp |
42 |
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
42 |
Sculptor Capital LP |
42 |
Mariner, LLC |
42 |
First Republic Investment Management, Inc. |
42 |
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
42 |
Spire Wealth Management |
42 |
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
42 |
American Portfolios Advisors |
42 |
GAM Holding AG |
42 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
42 |
Handelsbanken Fonder AB |
42 |
Symmetry Peak Management Llc |
42 |
Aigen Investment Management, Lp |
42 |
IWM - iSHARES TRUST - iShares Russell 2000 ETF |
41 |
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
41 |
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
41 |
Blueshift Asset Management, LLC |
41 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
41 |
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
41 |
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
41 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
41 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
41 |
AdvisorNet Financial, Inc |
41 |
NSIDX - Northern Funds - Northern Small Cap Index Fund |
41 |
United Services Automobile Association |
41 |
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
41 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
41 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
41 |
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
41 |
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
41 |
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
41 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
41 |
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
41 |
Woodline Partners LP |
41 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
41 |
Quarry LP |
41 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
41 |
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
40 |
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
40 |
K2 Principal Fund, L.p. |
40 |
Nomura Asset Management Co Ltd |
40 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
40 |
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
40 |
Acrospire Investment Management LLC |
40 |
Private Advisor Group, LLC |
40 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
40 |
Profunds - Profund Vp Ultrasmall-cap |
40 |
Harel Insurance Investments & Financial Services Ltd. |
40 |
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
40 |
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
40 |
Profunds - Profund Vp Small-cap |
40 |
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
40 |
Public Employees Retirement Association Of Colorado |
40 |
VCSLX - VALIC Co I - Small Cap Index Fund |
40 |
Jones Financial Companies Lllp |
40 |
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
40 |
Essex Investment Management Co Llc |
40 |
FORA Capital, LLC |
40 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
40 |
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
40 |
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
40 |
MAI Capital Management |
40 |
Glassman Wealth Services |
40 |
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
40 |
Picton Mahoney Asset Management |
40 |
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
40 |
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
40 |
Aquatic Capital Management LLC |
40 |
Ground Swell Capital, LLC |
39 |
AMP Capital Investors Ltd |
39 |
Oppenheimer Asset Management Inc. |
39 |
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
39 |
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
39 |
Public Sector Pension Investment Board |
39 |
Airain ltd |
39 |
Hartland & Co., LLC |
39 |
Shell Asset Management Co |
39 |
Massmutual Trust Co Fsb/adv |
39 |
Linden Advisors Lp |
39 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
39 |
SLPIX - Profunds - Small-cap Profund Investor Class |
39 |
Graham Capital Management, L.P. |
39 |
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
39 |
Oppenheimer & Co Inc |
39 |
Glazer Capital, Llc |
39 |
G2 Investment Partners Management LLC |
39 |
Ensign Peak Advisors, Inc |
39 |
Ellevest, Inc. |
39 |
Quantamental Technologies LLC |
39 |
Vident Investment Advisory, LLC |
39 |
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
39 |
Caitong International Asset Management Co., Ltd |
39 |
Vanguard World Fund |
38 |
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
38 |
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
38 |
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
38 |
GABELLI & Co INVESTMENT ADVISERS, INC. |
38 |
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
38 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
38 |
National Asset Management, Inc. |
38 |
Pictet Asset Management Ltd |
38 |
Advent Capital Management /de/ |
38 |
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
38 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
38 |
Benjamin F. Edwards & Company, Inc. |
38 |
Migdal Insurance & Financial Holdings Ltd. |
38 |
Stevens Capital Management Lp |
38 |
Brown Brothers Harriman & Co |
38 |
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
38 |
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
38 |
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
38 |
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
38 |
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
38 |
Suntrust Banks Inc |
38 |
Lombard Odier Asset Management (USA) Corp |
38 |
Clearbridge Investments, LLC |
38 |
State of Tennessee, Treasury Department |
38 |
Jefferies Financial Group Inc. |
38 |
Managed Account Advisors Llc |
38 |
State Farm Mutual Fund Trust |
37 |
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
37 |
Brown Advisory Inc |
37 |
Spot Trading L.L.C |
37 |
Amundi Pioneer Asset Management Inc |
37 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
37 |
Bogle Investment Management L P /de/ |
37 |
Holocene Advisors, LP |
37 |
Exchange Traded Concepts, Llc |
37 |
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
37 |
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
37 |
PENN SERIES FUNDS INC - Small Cap Index Fund |
37 |
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
37 |
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
37 |
GAMMA Investing LLC |
37 |
State Farm Variable Product Trust |
37 |
Keebeck Alpha, LP |
37 |
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
37 |
Hillsdale Investment Management Inc. |
37 |
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
37 |
Private Trust Co Na |
37 |
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
37 |
Cetera Advisor Networks LLC |
37 |
SG3 Management, LLC |
37 |
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
37 |
BlackRock Japan Co. Ltd |
37 |
Cowen And Company, Llc |
37 |
Zacks Investment Management |
37 |
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
37 |
Nuveen, LLC |
36 |
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
36 |
Gamco Investors, Inc. Et Al |
36 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
36 |
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
36 |
Assenagon Asset Management S.A. |
36 |
Catalyst Capital Advisors LLC |
36 |
Petrus Trust Company, LTA |
36 |
Palisade Capital Management Llc/nj |
36 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
36 |
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
36 |
First Mercantile Trust Co |
36 |
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
36 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
36 |
Advisors Asset Management, Inc. |
36 |
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
36 |
Police & Firemen's Retirement System of New Jersey |
36 |
Valeo Financial Advisors, LLC |
36 |
Teachers Retirement System Of The State Of Kentucky |
36 |
Daiwa Securities Group Inc. |
36 |
Etf Managers Group, Llc |
36 |
Bluefin Capital Management, Llc |
36 |
Corebridge Financial, Inc. |
36 |
Maverick Capital Ltd |
36 |
Point72 Asia (Singapore) Pte. Ltd. |
36 |
Mizuho Securities Usa Llc |
36 |
Nicholas Investment Partners, LP |
36 |
Robeco Institutional Asset Management B.V. |
36 |
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
36 |
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
36 |
Globeflex Capital L P |
35 |
Bell Investment Advisors, Inc |
35 |
Fuller & Thaler Asset Management, Inc. |
35 |
Emerald Acquisition Ltd. |
35 |
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
35 |
Adage Capital Partners Gp, L.l.c. |
35 |
Boston Partners |
35 |
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
35 |
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
35 |
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
35 |
QS Investors, LLC |
35 |
Atom Investors LP |
35 |
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
35 |
Larson Financial Group LLC |
35 |
Menta Capital Llc |
35 |
Quantitative Systematic Strategies LLC |
35 |
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
35 |
Nordea Investment Management Ab |
35 |
Coldstream Capital Management Inc |
35 |
Piedmont Investment Advisors Llc |
35 |
Edmond De Rothschild Holding S.a. |
35 |
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
35 |
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
35 |
Grantham, Mayo, Van Otterloo & Co. LLC |
35 |
TENOR CAPITAL MANAGEMENT Co., L.P. |
34 |
Bridgefront Capital, LLC |
34 |
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
34 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
34 |
RidgeWorth Capital Management LLC |
34 |
Bank Of Nova Scotia |
34 |
Principal Securities, Inc. |
34 |
Cibc World Markets Corp |
34 |
Intech Investment Management Llc |
34 |
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
34 |
Martingale Asset Management L P |
34 |
Quantinno Capital Management LP |
34 |
FNY Managed Accounts LLC |
34 |
Tfs Capital Llc |
34 |
Manchester Capital Management LLC |
34 |
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
34 |
SRS Capital Advisors, Inc. |
34 |
Stratos Wealth Partners, LTD. |
34 |
Oppenheimer Funds Inc |
33 |
Jupiter Asset Management Ltd |
33 |
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
33 |
Castleark Management Llc |
33 |
Newbridge Financial Services Group, Inc. |
33 |
Assured Investment Management LLC |
33 |
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
33 |
Sunbelt Securities, Inc. |
33 |
Berman Capital Advisors, LLC |
33 |
NN Investment Partners Holdings N.V. |
33 |
Howe & Rusling Inc |
33 |
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
33 |
Vestcor Inc |
33 |
Xact Kapitalforvaltning AB |
33 |
Twinbeech Capital Lp |
33 |
Amalgamated Financial Corp. |
33 |
Numeric Investors Llc |
33 |
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
33 |
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
33 |
Monashee Investment Management LLC |
33 |
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
33 |
PineBridge Investments, L.P. |
32 |
First Manhattan Co |
32 |
Shaolin Capital Management LLC |
32 |
Eagle Asset Management Inc |
32 |
Cetera Investment Advisers |
32 |
Ci Investments Inc. |
32 |
1832 Asset Management L.P. |
32 |
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
32 |
Kornitzer Capital Management Inc /ks |
32 |
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
32 |
Orion Portfolio Solutions, LLC |
32 |
Weld Capital Management Llc |
32 |
Polar Capital LLP |
32 |
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
32 |
MetLife Securities, Inc |
32 |
Capital Advisors, Ltd. LLC |
32 |
Diversified Trust Co |
32 |
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
32 |
Cipher Capital LP |
32 |
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
32 |
EntryPoint Capital, LLC |
32 |
International Assets Investment Management, Llc |
32 |
Parametrica Management Ltd |
32 |
Proficio Capital Partners LLC |
32 |
Pacer Advisors, Inc. |
32 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
32 |
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
32 |
Mml Investors Services, Llc |
32 |
Skopos Labs, Inc. |
32 |
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
32 |
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
32 |
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
32 |
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
32 |
First Hawaiian Bank |
32 |
Atria Investments Llc |
32 |
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
32 |
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
32 |
Water Island Capital Llc |
32 |
Brevan Howard Capital Management LP |
32 |
Mercer Global Advisors Inc /adv |
32 |
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
32 |
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
32 |
Pentwater Capital Management LP |
32 |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
32 |
Advent Claymore Convertible Securities & Income Fund |
32 |
Pathstone Family Office, Llc |
32 |
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
31 |
JustInvest LLC |
31 |
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
31 |
Portolan Capital Management, LLC |
31 |
ClariVest Asset Management LLC |
31 |
Soros Fund Management Llc |
31 |
Point72 (DIFC) Ltd |
31 |
Toroso Investments, LLC |
31 |
Diametric Capital, LP |
31 |
Versor Investments LP |
31 |
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
31 |
True Wealth Design, LLC |
31 |
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
31 |
Ancora Advisors, LLC |
31 |
Smartleaf Asset Management LLC |
31 |
ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
31 |
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
31 |
Alphacrest Capital Management Llc |
31 |
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
31 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
31 |
Wealthspire Advisors, L.P. |
31 |
Old Mission Capital Llc |
31 |
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
31 |
C M Bidwell & Associates Ltd |
31 |
APG Asset Management N.V. |
31 |
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
30 |
Aster Capital Management (DIFC) Ltd |
30 |
Financial Architects, Inc |
30 |
Caas Capital Management Lp |
30 |
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
30 |
Baird Financial Group, Inc. |
30 |
Hutchin Hill Capital, LP |
30 |
FDx Advisors, Inc. |
30 |
Oberweis Asset Management Inc/ |
30 |
Capital Performance Advisors Llp |
30 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
30 |
Pictet Asset Management Sa |
30 |
IWC - iSHARES TRUST - iShares Micro-Cap ETF |
30 |
Mutual Of America Capital Management Llc |
30 |
CIBC World Markets Inc. |
30 |
Private Capital Group, LLC |
30 |
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
30 |
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
30 |
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
30 |
CoreCap Advisors, LLC |
30 |
Kepos Capital LP |
30 |
Vontobel Holding Ltd. |
30 |
Blackstone Group Inc |
30 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
30 |
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
30 |
Natixis Advisors, L.p. |
30 |
Fred Alger Management, Llc |
30 |
Headlands Technologies LLC |
30 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
30 |
Periscope Capital Inc. |
30 |
Ssi Investment Management Llc |
30 |
Sciencast Management LP |
30 |
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
30 |
Snowden Capital Advisors LLC |
29 |
Twin Tree Management, LP |
29 |
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
29 |
Rothschild Investment Llc |
29 |
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
29 |
Nine Chapters Capital Management LLC |
29 |
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
29 |
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
29 |
Whittier Trust Co |
29 |
Pictet Asset Management Holding SA |
29 |
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
29 |
Point72 Middle East FZE |
29 |
Sofos Investments, Inc. |
29 |
TD Waterhouse Canada Inc. |
29 |
Brinker Capital Investments, LLC |
29 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
29 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
29 |
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
29 |
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
29 |
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
29 |
Cornerstone Capital Management Holdings Llc. |
29 |
Patriot Financial Group Insurance Agency, LLC |
29 |
Capital World Investors |
29 |
Klp Kapitalforvaltning As |
29 |
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
29 |
Advanced Series Trust - Ast Small-cap Growth Portfolio |
29 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
29 |
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
29 |
DRW Securities, LLC |
29 |
Plante Moran Financial Advisors, LLC |
29 |
Alps Advisors Inc |
29 |
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
29 |
New York State Teachers Retirement System |
29 |
Sei Trust Co |
29 |
Element Capital Management Llc |
29 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
29 |
IndexIQ Advisors LLC |
29 |
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
29 |
Umb Bank N A/mo |
29 |
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
29 |
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
29 |
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
28 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
28 |
CIBC Asset Management Inc |
28 |
Princeton Alpha Management LP |
28 |
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
28 |
Capital Research Global Investors |
28 |
Pinnacle Wealth Planning Services, Inc. |
28 |
Gilder Gagnon Howe & Co Llc |
28 |
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
28 |
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
28 |
Candriam Luxembourg S.C.A. |
28 |
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
28 |
MYDA Advisors LLC |
28 |
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
28 |
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
28 |
Bamco Inc /ny/ |
28 |
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
28 |
Cerity Partners LLC |
28 |
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
28 |
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
28 |
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
28 |
Quantitative Investment Management, LLC |
28 |
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
28 |
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
28 |
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
28 |
SECOR Capital Advisors, LP |
28 |
Invictus RG |
28 |
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
28 |
Altshuler Shaham Ltd |
28 |
Utah Retirement Systems |
28 |
Wipfli Financial Advisors Llc, |
28 |
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
28 |
Gradient Investments LLC |
28 |
Global X Management CO LLC |
28 |
Rehmann Capital Advisory Group |
28 |
Winslow, Evans & Crocker, Inc. |
28 |
Flagship Harbor Advisors, Llc |
28 |
Harvest Fund Management Co., Ltd |
28 |
Stephens Inc /ar/ |
28 |
AHL Partners LLP |
28 |
Baker Avenue Asset Management, LP |
28 |
Banque Cantonale Vaudoise |
28 |
Employees Retirement System of Texas |
28 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
28 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
28 |
Pearl River Capital, LLC |
27 |
Brewin Dolphin Ltd |
27 |
Ieq Capital, Llc |
27 |
Compagnie Lombard Odier SCmA |
27 |
Xponance, Inc. |
27 |
Bridgewater Associates, LP |
27 |
Ing Groep Nv |
27 |
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
27 |
Sawtooth Solutions, LLC |
27 |
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
27 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
27 |
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
27 |
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
27 |
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
27 |
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
27 |
Crossmark Global Holdings, Inc. |
27 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
27 |
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
27 |
Weiss Strategic Interval Fund |
27 |
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
27 |
Teza Capital Management LLC |
27 |
Prospera Financial Services Inc |
27 |
Levin Capital Strategies, L.p. |
27 |
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
27 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
27 |
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
27 |
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
27 |
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
27 |
Athanor Capital, Lp |
27 |
Mint Tower Capital Management B.V. |
27 |
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
26 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
26 |
Bluefin Trading, LLC |
26 |
Catalyst Funds Management Pty Ltd |
26 |
Stoneridge Investment Partners Llc |
26 |
Summit Trail Advisors, Llc |
26 |
Jfs Wealth Advisors, Llc |
26 |
Caisse De Depot Et Placement Du Quebec |
26 |
Quest Partners LLC |
26 |
Keybank National Association/oh |
26 |
Mitsubishi UFJ Trust & Banking Corp |
26 |
Cornercap Investment Counsel Inc |
26 |
Kestra Advisory Services, LLC |
26 |
Mason Street Advisors, Llc |
26 |
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
26 |
Brookfield Asset Management Inc. |
26 |
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
26 |
Oaktree Capital Management Lp |
26 |
Shay Capital LLC |
26 |
SJS Investment Consulting Inc. |
26 |
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
26 |
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
26 |
Vident Advisory, LLC |
26 |
Sumitomo Mitsui Trust Holdings, Inc. |
26 |
Duality Advisers, Lp |
26 |
Universal- Beteiligungs- und Servicegesellschaft mbH |
26 |
Meridian Wealth Partners, LLC |
26 |
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
26 |
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
26 |
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
26 |
Alpha Paradigm Partners, LLC |
26 |
Arkadios Wealth Advisors |
26 |
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
26 |
Pine River Capital Management L.P. |
26 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
26 |
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
26 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
26 |
Pinz Capital Management, LP |
26 |
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
26 |
Gts Securities Llc |
26 |
Reilly Financial Advisors, Llc |
26 |
nVerses Capital, LLC |
26 |
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
26 |
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
26 |
Counterpoint Mutual Funds LLC |
26 |
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
26 |
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
25 |
SAC Capital Advisors LP |
25 |
RBF Capital, LLC |
25 |
Wealthcare Advisory Partners LLC |
25 |
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
25 |
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
25 |
Leap Investments Lp |
25 |
Evoke Wealth, Llc |
25 |
Cullen/frost Bankers, Inc. |
25 |
First Quadrant L P/ca |
25 |
Guggenheim Active Allocation Fund |
25 |
Prudential Plc |
25 |
Belpointe Asset Management LLC |
25 |
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
25 |
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
25 |
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
25 |
Putnam Premier Income Trust |
25 |
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
25 |
Emerald Mutual Fund Advisers Trust |
25 |
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
25 |
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF |
25 |
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
25 |
R Squared Ltd |
25 |
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
25 |
Segall Bryant & Hamill, Llc |
25 |
Maryland State Retirement & Pension System |
25 |
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
25 |
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
25 |
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
25 |
Aristeia Capital Llc |
25 |
Crestline Management, LP |
25 |
Legato Capital Management LLC |
25 |
Navellier & Associates Inc |
25 |
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
25 |
Cadence Capital Management Llc |
25 |
Asset Dedication, LLC |
25 |
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
25 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
25 |
CENTRAL TRUST Co |
25 |
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
25 |
Fiera Capital Corp |
25 |
Bokf, Na |
25 |
Tocqueville Asset Management L.p. |
25 |
Harbor Capital Advisors, Inc. |
25 |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
24 |
Alkeon Capital Management Llc |
24 |
Wealth Enhancement Advisory Services, Llc |
24 |
Thornburg Investment Management Inc |
24 |
Integral Derivatives, LLC |
24 |
Stone Ridge Asset Management LLC |
24 |
Resources Investment Advisors, LLC. |
24 |
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
24 |
Artisan Partners Limited Partnership |
24 |
Regions Financial Corp |
24 |
Context Capital Management, LLC |
24 |
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
24 |
Profund Advisors Llc |
24 |
Ameritas Advisory Services, LLC |
24 |
Tcw Group Inc |
24 |
State of Alaska, Department of Revenue |
24 |
Jain Global LLC |
24 |
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
24 |
CenterBook Partners LP |
24 |
Old Mutual Global Investors (UK) Ltd. |
24 |
Rivernorth Capital Management, Llc |
24 |
Sherbrooke Park Advisers Llc |
24 |
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
24 |
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
24 |
Truvestments Capital Llc |
24 |
GIMFX - GMO TRUST - GMO Implementation Fund |
24 |
Summit Global Investments |
24 |
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
24 |
Citizens Financial Group Inc/ri |
24 |
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
24 |
Eqis Capital Management, Inc. |
24 |
Ajo, Lp |
24 |
Putnam Master Intermediate Income Trust |
24 |
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
24 |
Westpac Banking Corp |
24 |
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
24 |
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
24 |
Jane Street Holding, LLC |
24 |
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
24 |
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
24 |
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
24 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
24 |
Advisory Research Inc |
24 |
New York Life Investment Management Llc |
24 |
Clearline Capital LP |
24 |
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
24 |
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
24 |
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
24 |
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
24 |
Diker Management Llc |
24 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
24 |
Ardsley Advisory Partners Lp |
24 |
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
23 |
Enterprise Financial Services Corp |
23 |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
23 |
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
23 |
FLDFX - Meeder Funds - BALANCED FUND Retail Class |
23 |
IMC-Chicago, LLC |
23 |
Carroll Financial Associates, Inc. |
23 |
Fieldpoint Private Securities, LLC |
23 |
RSSL - Global X Funds - Global X Russell 2000 ETF |
23 |
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
23 |
Optimum Investment Advisors |
23 |
Kennedy Capital Management, Inc. |
23 |
Chicago Equity Partners Llc |
23 |
CI Private Wealth, LLC |
23 |
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
23 |
RBB FUND, INC. - Adara Smaller Companies Fund |
23 |
Quinn Opportunity Partners LLC |
23 |
Synovus Financial Corp |
23 |
Alambic Investment Management, L.P. |
23 |
Axq Capital, Lp |
23 |
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
23 |
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
23 |
Convergence Investment Partners, LLC |
23 |
Macroview Investment Management Llc |
23 |
Shannon River Fund Management LLC |
23 |
Hamilton Lane Advisors Llc |
23 |
Columbus Circle Investors |
23 |
Equitec Proprietary Markets, Llc |
23 |
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
23 |
Schubert & Co |
23 |
Yorktown Management & Research Co Inc |
23 |
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
23 |
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
23 |
Next Century Growth Investors Llc |
23 |
Nebula Research & Development LLC |
23 |
MARSHALL WACE ASIA Ltd |
23 |
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
23 |
TimesSquare Capital Management, LLC |
23 |
Symphony Asset Management Llc |
23 |
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
23 |
Bailard, Inc. |
23 |
Sigma Planning Corp |
23 |
Concord Wealth Partners |
23 |
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
23 |
Illinois Municipal Retirement Fund |
23 |
Smithfield Trust Co |
23 |
Piper Sandler & Co. |
23 |
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
23 |
Maplelane Capital, Llc |
23 |
Hexagon Capital Partners LLC |
23 |
Hantz Financial Services, Inc. |
23 |
Waddell & Reed Financial Inc |
23 |
Peak6 Llc |
23 |
We Are One Seven, LLC |
23 |
Rafferty Asset Management, LLC |
23 |
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
23 |
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
23 |
Calamos Global Dynamic Income Fund |
23 |
Emerald Advisers, Llc |
23 |
Deere & Co |
23 |
William Blair Investment Management, Llc |
22 |
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
22 |
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
22 |
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
22 |
Creative Financial Designs Inc /adv |
22 |
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
22 |
Northern Trust Co Of Connecticut |
22 |
Ameritas Investment Corp |
22 |
Segantii Capital Management Ltd |
22 |
UMA Financial Services, Inc. |
22 |
Erste Asset Management GmbH |
22 |
Disciplined Investments, LLC |
22 |
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
22 |
Taconic Capital Advisors LP |
22 |
Wasatch Advisors Inc |
22 |
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
22 |
Farmers & Merchants Investments Inc |
22 |
Thompson Siegel & Walmsley Llc |
22 |
Private Wealth Management Group, LLC |
22 |
Barings Llc |
22 |
Fortitude Family Office, LLC |
22 |
Westchester Capital Management, LLC |
22 |
Bb&t Securities, Llc |
22 |
Sutton Wealth Advisors Inc. |
22 |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
22 |
Mather Group, Llc. |
22 |
Oregon Public Employees Retirement Fund |
22 |
Hanseatic Management Services Inc |
22 |
Tarbox Family Office, Inc. |
22 |
Kistler-Tiffany Companies, LLC |
22 |
Focused Wealth Management, Inc |
22 |
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
22 |
Cowen Group, Inc. |
22 |
Dynamic Technology Lab Pte Ltd |
22 |
Arrowgrass Capital Partners (us) Lp |
22 |
Td Private Client Wealth Llc |
22 |
Tcwp Llc |
22 |
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
22 |
Granite Point Capital Management, L.P. |
22 |
Park West Asset Management LLC |
22 |
Absolute Return Capital, LLC |
22 |
Commonwealth Bank Of Australia |
22 |
Lombard Odier Asset Management (Europe) Ltd |
22 |
Light Street Capital Management, Llc |
22 |
Lsv Asset Management |
22 |
Venturi Wealth Management, LLC |
22 |
Capula Management Ltd |
22 |
Boston Private Wealth Llc |
22 |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
22 |
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
22 |
College Retirement Equities Fund |
22 |
AE Wealth Management LLC |
22 |
Lido Advisors, LLC |
22 |
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
22 |
Vanguard Explorer Fund |
22 |
Optiver Holding B.V. |
22 |
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
22 |
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
22 |
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
22 |
Baillie Gifford & Co |
22 |
Cinctive Capital Management LP |
22 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
22 |
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
22 |
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
22 |
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
22 |
Whittier Trust Co Of Nevada Inc |
22 |
Commerce Bank |
22 |
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
22 |
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
21 |
Basso Capital Management, L.p. |
21 |
SkyView Investment Advisors, LLC |
21 |
RWC Asset Management LLP |
21 |
Guardian Wealth Advisors, LLC |
21 |
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
21 |
ArrowMark Colorado Holdings LLC |
21 |
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
21 |
Aristides Capital LLC |
21 |
Treasurer of the State of North Carolina |
21 |
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
21 |
ETRADE Capital Management LLC |
21 |
Fisher Asset Management, LLC |
21 |
Sanctuary Advisors, LLC |
21 |
Mount Yale Investment Advisors, LLC |
21 |
Bogart Wealth, LLC |
21 |
Freestone Capital Holdings, LLC |
21 |
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
21 |
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
21 |
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
21 |
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
21 |
FNY Partners Fund LP |
21 |
Salem Investment Counselors Inc |
21 |
Ellsworth Growth & Income Fund Ltd |
21 |
Edge Wealth Management LLC |
21 |
Sonora Investment Management, LLC |
21 |
Alpha DNA Investment Management LLC |
21 |
VDAFX - VALIC Co I - Dynamic Allocation Fund |
21 |
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
21 |
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
21 |
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
21 |
DeepCurrents Investment Group LLC |
21 |
Sanctuary Wealth Advisors, LLC |
21 |
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
21 |
WFG Advisors, LP |
21 |
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
21 |
Agf Investments Inc. |
21 |
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
21 |
Toth Financial Advisory Corp |
21 |
Harvest Management Llc |
21 |
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
21 |
Cornerstone Advisors, Inc. |
21 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
21 |
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
21 |
Inceptionr Llc |
21 |
Paradigm Asset Management Co Llc |
21 |
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
21 |
Susquehanna Portfolio Strategies, LLC |
21 |
Tiaa-cref Funds |
21 |
Itau Unibanco Holding S.A. |
21 |
Sandy Spring Bank |
21 |
CWM Advisors, LLC |
21 |
Mirabella Financial Services Llp |
21 |
Invenomic Capital Management LP |
21 |
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
21 |
Money Concepts Capital Corp |
21 |
Continuum Advisory, LLC |
21 |
Bancroft Fund Ltd |
21 |
Penn Capital Management Co Inc |
21 |
Edgestream Partners, L.P. |
21 |
Myriad Asset Management Ltd. |
21 |
Tradewinds Capital Management, LLC |
21 |
EBI - RBB Fund Trust - Longview Advantage ETF |
21 |
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
21 |
Corton Capital Inc. |
21 |
Gemmer Asset Management LLC |
20 |
NOSGX - Northern Funds - Northern Small Cap Value Fund |
20 |
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
20 |
Allianzgi Equity & Convertible Income Fund |
20 |
Centaurus Financial, Inc. |
20 |
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
20 |
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
20 |
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
Vantage Consulting Group Inc |
20 |
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
20 |
Anson Funds Management LP |
20 |
Van Eck Associates Corp |
20 |
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
20 |
Liberty Mutual Group Asset Management Inc. |
20 |
Great Lakes Advisors, Llc |
20 |
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
20 |
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
20 |
MERVX - MERGER FUND VL - The Merger Fund VL |
20 |
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
20 |
CenterStar Asset Management, LLC |
20 |
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
20 |
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
20 |
Rs Investment Management Co Llc |
20 |
Gabelli Convertible & Income Securities Fund Inc |
20 |
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
20 |
North Star Investment Management Corp. |
20 |
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
20 |
Yousif Capital Management, Llc |
20 |
Beryl Capital Management LLC |
20 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
20 |
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
20 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
20 |
Wedbush Securities Inc |
20 |
WealthCollab, LLC |
20 |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
20 |
Visium Asset Management, LP |
20 |
Artemis Investment Management LLP |
20 |
Avion Wealth |
20 |
Pitcairn Co |
20 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
20 |
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
20 |
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
20 |
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
20 |
Meitav Dash Investments Ltd |
20 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
20 |
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
20 |
IHT Wealth Management, LLC |
20 |
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
20 |
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
20 |
BerganKDV Wealth Management, LLC |
20 |
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
20 |
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
20 |
FourThought Financial, LLC |
20 |
Gyon Technologies Capital Management, LP |
20 |
Echo Street Capital Management LLC |
20 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
20 |
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
20 |
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
20 |
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
20 |
Wexford Capital Lp |
20 |
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
20 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
20 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
20 |
NSGRX - Northern Funds - Northern Small Cap Core Fund |
20 |
Csenge Advisory Group |
20 |
Baystate Wealth Management LLC |
20 |
Standard Life Aberdeen plc |
20 |
TIG Advisors, LLC |
20 |
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
20 |
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
20 |
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
20 |
Harbor Investment Advisory, Llc |
20 |
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
20 |
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
20 |
Clear Street Llc |
20 |
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
20 |
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
20 |
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
19 |
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
19 |
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
19 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
19 |
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
19 |
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
19 |
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
19 |
Ibex Investors LLC |
19 |
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
19 |
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
19 |
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
19 |
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
19 |
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
19 |
Crewe Advisors LLC |
19 |
Cetera Advisors LLC |
19 |
Passport Capital, LLC |
19 |
Elequin Capital Lp |
19 |
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
19 |
FinTrust Capital Advisors, LLC |
19 |
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
19 |
Quent Capital, LLC |
19 |
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
19 |
Pathstone Holdings, LLC |
19 |
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
19 |
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
19 |
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
19 |
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
19 |
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
19 |
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
19 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
19 |
Tiger Global Management Llc |
19 |
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
19 |
Swedbank AB |
19 |
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
19 |
Janus Capital Management Llc |
19 |
IWB - iSHARES TRUST - iShares Russell 1000 ETF |
19 |
IBM Retirement Fund |
19 |
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
19 |
PENN SERIES FUNDS INC - International Equity Fund |
19 |
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
19 |
Golden State Wealth Management, LLC |
19 |
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
19 |
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
19 |
MUFG Securities EMEA plc |
19 |
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
19 |
Numerai GP LLC |
19 |
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
19 |
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
19 |
Westfield Capital Management Co Lp |
19 |
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
19 |
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
19 |
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
19 |
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
19 |
Allianzgi Diversified Income & Convertible Fund |
19 |
Profunds - Profund Vp Oil & Gas |
19 |
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
19 |
Shenkman Capital Management Inc |
19 |
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
19 |
Stanley-Laman Group, Ltd. |
19 |
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
19 |
Belvedere Trading LLC |
19 |
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
19 |
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
19 |
Clinton Group Inc |
19 |
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
19 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
19 |
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
19 |
Procyon Private Wealth Partners, LLC |
19 |
Rivernorth Opportunities Fund, Inc. |
19 |
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
19 |
Liontrust Investment Partners LLP |
19 |
Activest Wealth Management |
19 |
Stephens Consulting, LLC |
19 |
Empire Capital Management, L.L.C. |
19 |
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
19 |
Financial Management Professionals, Inc. |
19 |
Castleview Partners, Llc |
19 |
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
19 |
Alpine Associates Management Inc. |
19 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
19 |
FineMark National Bank & Trust |
19 |
Yakira Capital Management, Inc. |
19 |
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
18 |
Granahan Investment Management Inc/ma |
18 |
Fort Baker Capital Management LP |
18 |
Tfs Capital Investment Trust |
18 |
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
18 |
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
18 |
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
18 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
18 |
DiNuzzo Private Wealth, Inc. |
18 |
Folger Hill Asset Management LP |
18 |
Steward Financial Group LLC |
18 |
Kohlberg Kravis Roberts & Co. L.P. |
18 |
Institutional & Family Asset Management, Llc |
18 |
Empowered Funds, LLC |
18 |
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
18 |
Smith Asset Management Group Lp |
18 |
Regent Peak Wealth Advisors LLC |
18 |
Hm Payson & Co |
18 |
Axiom International Investors Llc /de |
18 |
RMB Capital Management, LLC |
18 |
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
18 |
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
18 |
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
18 |
Neo Ivy Capital Management |
18 |
Voya Prime Rate Trust |
18 |
Earnest Partners Llc |
18 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
18 |
York Capital Management Global Advisors, LLC |
18 |
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 |
18 |
III Capital Management |
18 |
Jacobi Capital Management LLC |
18 |
Jericho Capital Asset Management L.P. |
18 |
BRYN MAWR TRUST Co |
18 |
CVA Family Office, LLC |
18 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
18 |
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
18 |
Ethic Inc. |
18 |
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
18 |
Tradition Wealth Management, LLC |
18 |
Prescott Group Capital Management, L.l.c. |
18 |
USA Financial Portformulas Corp |
18 |
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
18 |
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
18 |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
18 |
Zions Bancorporation, N.A. |
18 |
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
18 |
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
18 |
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
18 |
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
18 |
BNP Paribas Investment Partners S.A. |
18 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
18 |
Koch Industries Inc |
18 |
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
18 |
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
18 |
Avantax Advisory Services, Inc. |
18 |
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
18 |
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
18 |
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
18 |
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
18 |
Veriti Management LLC |
18 |
Seacrest Wealth Management, Llc |
18 |
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
18 |
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
18 |
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
18 |
Integrated Quantitative Investments LLC |
18 |
Luxor Capital Group, LP |
18 |
Mckinley Capital Management Llc /delaware |
18 |
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
18 |
Pier Capital, LLC |
18 |
Intrinsic Edge Capital Management LLC |
18 |
Cantor Fitzgerald, L. P. |
18 |
Cooper Creek Partners Management Llc |
18 |
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
18 |
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
18 |
Northwest & Ethical Investments L.P. |
18 |
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
18 |
Carlson Capital L P |
18 |
Islet Management, LP |
18 |
Granite Investment Partners, LLC |
18 |
World Asset Management Inc |
18 |
M&g Investment Management Ltd |
18 |
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
18 |
Gladius Capital Management LP |
18 |
Korea Investment CORP |
18 |
Texas Permanent School Fund |
18 |
Hudock, Inc. |
18 |
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
18 |
Kore Private Wealth LLC |
18 |
Hemington Wealth Management |
18 |
NewSquare Capital LLC |
18 |
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
18 |
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
18 |
Advanced Series Trust - Ast Small-cap Value Portfolio |
18 |
GPS Wealth Strategies Group, LLC |
18 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
18 |
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
18 |
Cornerstone Planning Group LLC |
18 |
E. Ohman J:or Asset Management AB |
18 |
MCF Advisors LLC |
18 |
CAPROCK Group, Inc. |
18 |
Vanguard Horizon Funds |
18 |
LS Investment Advisors, LLC |
18 |
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
18 |
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
18 |
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
18 |
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
18 |
HighVista Strategies LLC |
18 |
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
18 |
Tcs Capital Management Llc |
18 |
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
18 |
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
17 |
Vantagepoint Funds |
17 |
CenterStar Fund, LLC |
17 |
Longfellow Investment Management Co Llc |
17 |
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
17 |
Bedel Financial Consulting, Inc. |
17 |
Relative Value Fund |
17 |
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
17 |
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
17 |
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
17 |
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
17 |
Rydex Etf Trust |
17 |
Polar Capital Holdings Plc |
17 |
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
17 |
Veritable, L.P. |
17 |
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
17 |
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
17 |
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
17 |
Ghisallo Capital Management LLC |
17 |
Financial Gravity Companies, Inc. |
17 |
Advantage Advisers Xanthus Fund, L.l.c. |
17 |
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
17 |
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
17 |
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
17 |
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
17 |
Delpha Capital Management, Llc |
17 |
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
17 |
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
17 |
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
17 |
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
17 |
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
17 |
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
17 |
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
17 |
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
17 |
Clough Capital Partners L P |
17 |
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
17 |
Kayne Anderson Rudnick Investment Management Llc |
17 |
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
17 |
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
17 |
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
17 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
17 |
Gdl Fund |
17 |
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
17 |
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
17 |
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
17 |
Ontario Teachers Pension Plan Board |
17 |
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
17 |
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
17 |
Hennion & Walsh Asset Management, Inc. |
17 |
Sargent Bickham Lagudis LLC |
17 |
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
17 |
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
17 |
Cqs (us), Llc |
17 |
Calamos Wealth Management LLC |
17 |
McIlrath & Eck, LLC |
17 |
Pendal Group Ltd |
17 |
Phoenix Holdings Ltd. |
17 |
Harvest Group Wealth Management, Llc |
17 |
BDO Wealth Advisors, LLC |
17 |
Athos Capital Ltd |
17 |
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
17 |
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
17 |
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
17 |
Meadow Creek Investment Management LLC |
17 |
Banco Santander, S.A. |
17 |
Independent Advisor Alliance |
17 |
Lee Financial Co |
17 |
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
17 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
17 |
Banque Pictet & Cie Sa |
17 |
Westwood Holdings Group Inc |
17 |
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
17 |
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
17 |
First Horizon Corp |
17 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
17 |
Index Management Solutions, LLC |
17 |
EverPoint Asset Management, LLC |
17 |
Equitec Specialists, Llc |
17 |
People's United Financial, Inc. |
17 |
Gardner Lewis Asset Management L P |
17 |
Summit Partners Public Asset Management, Llc |
17 |
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
17 |
VCAAX - VALIC Co I - Asset Allocation Fund |
17 |
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
17 |
Invictus RG Pte. Ltd. |
17 |
Camden Asset Management L P /ca |
17 |
Insight Capital Research & Management Inc |
17 |
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
17 |
Coatue Management Llc |
17 |
Spring Creek Capital Llc |
17 |
Riverview Trust Co |
17 |
Exane Derivatives |
17 |
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
17 |
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
17 |
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
17 |
JNBA Financial Advisors |
17 |
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
17 |
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
17 |
Venture Visionary Partners LLC |
17 |
Discovery Capital Management, Llc / Ct |
17 |
Capital Analysts, Inc. |
17 |
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
17 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
17 |
Berkley W R Corp |
17 |
Abound Wealth Management |
17 |
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
17 |
AlphaOne Investment Services, LLC |
17 |
S Squared Technology, LLC |
17 |
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
17 |
Scotia Capital Inc. |
17 |
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
17 |
GHP Investment Advisors, Inc. |
17 |
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
17 |
Independent Portfolio Consultants, Inc. |
17 |
United Capital Financial Advisers, Llc |
17 |
Louisiana State Employees Retirement System |
17 |
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
17 |
Acap Strategic Fund |
17 |
Johnson Financial Group, Inc. |
17 |
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
17 |
Lisanti Capital Growth, LLC |
17 |
DnB Asset Management AS |
17 |
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
17 |
Savant Capital, LLC |
17 |
Coastal Investment Advisors, Inc. |
17 |
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
17 |
Samlyn Capital, Llc |
17 |
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
17 |
Lyon Street Capital, LLC |
16 |
Andra AP-fonden |
16 |
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
16 |
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
16 |
Mazama Capital Management Inc |
16 |
Raymond James Trust N.a. |
16 |
Wall Street Associates |
16 |
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
16 |
SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
16 |
DC Investments Management, LLC |
16 |
Stonebridge Capital Advisors LLC |
16 |
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
16 |
Moors & Cabot, Inc. |
16 |
Cornerstone Investment Partners, LLC |
16 |
Pier 88 Investment Partners Llc |
16 |
VCGAX - VALIC Co I - Growth & Income Fund |
16 |
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
16 |
Avantax Planning Partners, Inc. |
16 |
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
16 |
Calamos Dynamic Convertible & Income Fund |
16 |
Moody National Bank Trust Division |
16 |
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
16 |
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
16 |
Gulf International Bank (UK) Ltd |
16 |
Cortina Asset Management, LLC |
16 |
Cvi Holdings, Llc |
16 |
Carolinas Wealth Consulting Llc |
16 |
DLD Asset Management, LP |
16 |
Brighton Jones Llc |
16 |
Hartford Mutual Funds Inc/ct |
16 |
Glg Llc |
16 |
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
16 |
Alera Investment Advisors, LLC |
16 |
Lenox Wealth Advisors, LLC |
16 |
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
16 |
Virtus Investment Advisers, Inc. |
16 |
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
16 |
AlphaMark Advisors, LLC |
16 |
Flow Traders U.s. Llc |
16 |
Nbc Securities, Inc. |
16 |
MML Series Investment Fund II - MML Equity Rotation Fund Class II |
16 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
16 |
Ropes Wealth Advisors Llc |
16 |
Karp Capital Management Corp |
16 |
Empyrean Capital Partners, LP |
16 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
16 |
Bare Financial Services, Inc |
16 |
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
16 |
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
16 |
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
16 |
Covington Capital Management |
16 |
DAVENPORT & Co LLC |
16 |
Saba Capital Management, L.P. |
16 |
Whale Rock Capital Management LLC |
16 |
Trustcore Financial Services, Llc |
16 |
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
16 |
Omni Partners Llp |
16 |
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
16 |
Wedge Capital Management L L P/nc |
16 |
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
16 |
Tibra Equities Europe Ltd |
16 |
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
16 |
Northwestern Mutual Investment Management Company, Llc |
16 |
Hawk Ridge Capital Management Lp |
16 |
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
16 |
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
16 |
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
16 |
PenderFund Capital Management Ltd. |
16 |
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
16 |
361 Capital Llc |
16 |
Friess Associates Llc |
16 |
Cary Street Partner Investment Advisory Llc |
16 |
Innealta Capital, Llc |
16 |
Crosslink Capital Inc |
16 |
Cable Hill Partners, LLC |
16 |
Dana Investment Advisors, Inc. |
16 |
BTG Pactual Global Asset Management Ltd |
16 |
Bardin Hill Management Partners Lp |
16 |
Calamos Convertible Opportunities & Income Fund |
16 |
Valley National Advisers Inc |
16 |
Retirement Systems of Alabama |
16 |
Lombard Odier Asset Management (Switzerland) SA |
16 |
SOUTH STATE Corp |
16 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
16 |
Rise Advisors, LLC |
16 |
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
16 |
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
16 |
Formula Growth Ltd |
16 |
Commerzbank Aktiengesellschaft /fi |
16 |
Turner Investments, L.p. |
16 |
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
16 |
Calamos Convertible & High Income Fund |
16 |
CSat Investment Advisory, L.P. |
16 |
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
16 |
Banco Bilbao Vizcaya Argentaria, S.a. |
16 |
Humankind Benefit Corp - Humankind US Stock ETF |
16 |
Warberg Asset Management LLC |
16 |
Rice Hall James & Associates, Llc |
16 |
King Luther Capital Management Corp |
16 |
Hussman Strategic Advisors, Inc. |
16 |
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
16 |
Fosun International Ltd |
16 |
Vivaldi Asset Management, LLC |
16 |
Harbour Capital Advisors, LLC |
16 |
Gerber Kawasaki Wealth & Investment Management |
16 |
HighPoint Advisor Group LLC |
16 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
15 |
Chartwell Investment Partners, Llc |
15 |
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
15 |
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
15 |
Radcliffe Capital Management, L.P. |
15 |
Capital Impact Advisors, LLC |
15 |
Municipal Employees' Retirement System of Michigan |
15 |
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
15 |
Governors Lane LP |
15 |
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
15 |
Capital Asset Advisory Services LLC |
15 |
Mangrove Partners |
15 |
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
15 |
Whetstone Capital Advisors, LLC |
15 |
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
15 |
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
15 |
K.J. Harrison & Partners Inc |
15 |
Scientech Research LLC |
15 |
Hancock Whitney Corp |
15 |
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
15 |
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
15 |
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
15 |
B. Riley Financial, Inc. |
15 |
Vista Equity Partners Management, Llc |
15 |
Baader Bank INC |
15 |
Contour Asset Management LLC |
15 |
Silvercrest Asset Management Group Llc |
15 |
AllianzGI Artificial Intelligence & Technology Opportunities Fund |
15 |
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
15 |
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
15 |
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
15 |
Fort Washington Investment Advisors Inc /oh/ |
15 |
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
15 |
Dorsey Wright & Associates |
15 |
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
15 |
Associated Banc-corp |
15 |
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
15 |
Global Financial Private Client, LLC |
15 |
First Personal Financial Services |
15 |
Rational Advisors Llc |
15 |
Steelhead Partners Llc |
15 |
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
15 |
WPG Advisers, LLC |
15 |
Falcon Point Capital, Llc |
15 |
Timber Hill LLC |
15 |
Riverhead Capital Management Llc |
15 |
Entropy Technologies, LP |
15 |
VTL Associates, LLC |
15 |
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
15 |
Harvest Capital Strategies LLC |
15 |
Wealthfront Inc |
15 |
Whitebox Advisors Llc |
15 |
Eaton Vance Ltd Duration Income Fund |
15 |
Azzad Asset Management Inc /adv |
15 |
Cadian Capital Management, Lp |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
15 |
Oak Thistle LLC |
15 |
Elkfork Partners LLC |
15 |
JJJ Advisors Inc. |
15 |
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
15 |
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
15 |
J.w. Cole Advisors, Inc. |
15 |
Cigna Investments Inc /new |
15 |
Advantage Investment Management, Llc |
15 |
Ritholtz Wealth Management |
15 |
Miracle Mile Advisors, LLC |
15 |
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
15 |
S. Muoio & Co. Llc |
15 |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
15 |
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
15 |
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
15 |
Spot Trading L.l.c. |
15 |
GV Financial Advisors |
15 |
HGC Investment Management Inc. |
15 |
Capital Guardian Trust Co |
15 |
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
15 |
James Investment Research Inc |
15 |
Kovack Advisors, Inc. |
15 |
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
15 |
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
15 |
Kb Financial Partners, Llc |
15 |
Twin Peaks Wealth Advisors, LLC |
15 |
Wcm Investment Management, Llc |
15 |
Farallon Capital Management Llc |
15 |
tru Independence LLC |
15 |
Frontier Capital Management Co Llc |
15 |
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
15 |
NorthCoast Asset Management LLC |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
15 |
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
15 |
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
15 |
Cordant, Inc. |
15 |
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
15 |
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
15 |
Commonwealth Equity Services, Inc |
15 |
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
15 |
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
15 |
Jump Trading, LLC |
15 |
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
15 |
Financial Advocates Investment Management |
15 |
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
15 |
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
15 |
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
15 |
Highland Capital Management Lp |
15 |
Boussard & Gavaudan Investment Management LLP |
15 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
15 |
BBT Capital Management, LLC |
15 |
Coppell Advisory Solutions LLC |
15 |
Childress Capital Advisors, Llc |
15 |
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
15 |
WASHINGTON TRUST Co |
15 |
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
15 |
Icon Wealth Partners, LLC |
15 |
State Of Michigan Retirement System |
15 |
Total Clarity Wealth Management, Inc. |
15 |
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
15 |
Voleon Capital Management Lp |
15 |
Jaffetilchin Investment Partners, LLC |
15 |
NinePointTwo Capital |
15 |
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
15 |
Mycio Wealth Partners, Llc |
15 |
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
15 |
River & Mercantile Asset Management Llp |
15 |
Wunderlich Securities, Inc. |
15 |
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
15 |
683 Capital Management, LLC |
15 |
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
15 |
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF |
15 |
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
15 |
Carillon Tower Advisers, Inc. |
15 |
Contravisory Investment Management, Inc. |
15 |
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
15 |
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
14 |
Analytic Investors, LLC |
14 |
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
14 |
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
14 |
Checchi Capital Advisers, LLC |
14 |
VCSTX - VALIC Co I - Science & Technology Fund |
14 |
HFM Investment Advisors, LLC |
14 |
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
14 |
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
14 |
Glen Eagle Advisors, LLC |
14 |
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
14 |
Teton Advisors, Inc. |
14 |
Colony Group, LLC |
14 |
First New York Securities Llc /ny |
14 |
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
14 |
Perpetual Ltd |
14 |
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
14 |
Regal Investment Advisors LLC |
14 |
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
14 |
Bruce G. Allen Investments, LLC |
14 |
Jump Trading, Llc |
14 |
WealthTrust-Arizona, LLC |
14 |
QCM Cayman, Ltd. |
14 |
Redwood Investments, LLC |
14 |
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
14 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
14 |
Trust Co Of Vermont |
14 |
Tokio Marine Asset Management Co Ltd |
14 |
Prestige Wealth Management Group LLC |
14 |
Grandeur Peak Global Advisors, LLC |
14 |
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
14 |
Capstone Asset Management Co |
14 |
STXK - EA Series Trust - Strive Small-Cap ETF |
14 |
Old National Bancorp /in/ |
14 |
Balentine LLC |
14 |
Quest Capital Management Inc /adv |
14 |
EP Wealth Advisors, Inc. |
14 |
Qtron Investments LLC |
14 |
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
14 |
Wealthfront Advisers Llc |
14 |
NINE MASTS CAPITAL Ltd |
14 |
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
14 |
Burney Co/ |
14 |
Antara Capital LP |
14 |
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
14 |
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
14 |
Perigon Wealth Management, LLC |
14 |
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
14 |
Wetherby Asset Management Inc |
14 |
potrero capital research llc |
14 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
14 |
TRFM - ETF Series Solutions - AAM Transformers ETF |
14 |
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
14 |
Brinker Capital Inc |
14 |
First Eagle Investment Management, LLC |
14 |
Apollon Wealth Management, LLC |
14 |
Townsquare Capital Llc |
14 |
Seizert Capital Partners, Llc |
14 |
ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
14 |
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
14 |
Atria Wealth Solutions, Inc. |
14 |
Alta Park Capital, LP |
14 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
14 |
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio |
14 |
Graticule Asia Macro Advisors LLC |
14 |
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
14 |
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
14 |
First Allied Advisory Services, Inc. |
14 |
Advisors Preferred, LLC |
14 |
Central Asset Investments & Management Holdings (HK) Ltd |
14 |
MASTER BOND LLC - Master Total Return Portfolio |
14 |
Allstate Corp |
14 |
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
14 |
Raleigh Capital Management Inc. |
14 |
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
14 |
Kerrisdale Advisers, LLC |
14 |
Capital International Investors |
14 |
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
14 |
P Schoenfeld Asset Management Lp |
14 |
Irish Life Investment Managers Ltd. |
14 |
Claris Advisors, Llc / Mo / |
14 |
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
14 |
AGF Investments LLC |
14 |
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
14 |
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
14 |
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
14 |
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
14 |
Stephens Investment Management Group LLC |
14 |
Carmignac Gestion |
14 |
Dai-Ichi Life Insurance Company, Ltd |
14 |
Glen Harbor Capital Management LLC |
14 |
Neuburgh Advisers LLC |
14 |
Honeycomb Asset Management LP |
14 |
Cramer Rosenthal Mcglynn Llc |
14 |
Atlas Capital Advisors Llc |
14 |
Atlantic Trust, LLC |
14 |
Baldwin Brothers Inc/ma |
14 |
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
14 |
Eagle Bay Advisors LLC |
14 |
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
14 |
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
14 |
Jackson Creek Investment Advisors LLC |
14 |
Kestra Private Wealth Services, Llc |
14 |
TFC Financial Management |
14 |
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
14 |
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
14 |
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
14 |
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
14 |
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
14 |
Highland Capital Management Fund Advisors, L.p. |
14 |
Systematic Financial Management Lp |
14 |
Paces Ferry Wealth Advisors, Llc |
14 |
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
14 |
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
14 |
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
14 |
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
14 |
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
14 |
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
14 |
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF |
14 |
Cowen Prime Services LLC |
14 |
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
14 |
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
14 |
Royal London Asset Management Ltd |
14 |
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
14 |
EMC Capital Management |
14 |
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
14 |
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
14 |
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
14 |
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
14 |
Royce Value Trust Inc |
14 |
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
14 |
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
14 |
Parisi Gray Wealth Management |
14 |
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
14 |
BFOR - ALPS ETF Trust - Barron's 400 ETF |
14 |
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
14 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
14 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
14 |
Tiger Management L.l.c. |
14 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
14 |
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
14 |
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
14 |
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
14 |
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
14 |
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
14 |
IYW - iSHARES TRUST - iShares U.S. Technology ETF |
14 |
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
14 |
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
13 |
First Capital Advisors Group, LLC. |
13 |
CQS Cayman LP |
13 |
Brandywine Global Investment Management, LLC |
13 |
Parkwood LLC |
13 |
Moody Aldrich Partners Llc |
13 |
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
13 |
Legacy Financial Advisors, Inc. |
13 |
Signet Financial Management, Llc |
13 |
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
13 |
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
13 |
Bbva Usa |
13 |
Rotella Capital Management, Inc. |
13 |
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
13 |
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
13 |
BIT Capital GmbH |
13 |
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
13 |
StoneX Group Inc. |
13 |
Havens Advisors Llc |
13 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
13 |
Advisor Resource Council |
13 |
Tortoise Investment Management, LLC |
13 |
Atika Capital Management LLC |
13 |
EAM Global Investors LLC |
13 |
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
13 |
Alpha Windward Llc |
13 |
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
13 |
Bb&t Investment Services, Inc. |
13 |
Qs Batterymarch Financial Management, Inc |
13 |
Tyers Asset Management LLC |
13 |
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
13 |
Glenmede Investment Management, LP |
13 |
Silverback Asset Management Llc |
13 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
13 |
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
13 |
Hood River Capital Management LLC |
13 |
Vise Technologies, Inc. |
13 |
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
13 |
Matarin Capital Management, LLC |
13 |
Strategic Investment Management, Llc |
13 |
Rothschild Asset Management Inc |
13 |
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
13 |
Machina Capital S.a.s. |
13 |
Zebra Capital Management LLC |
13 |
BI Asset Management Fondsmaeglerselskab A/S |
13 |
BlueCrest Capital Management LLP |
13 |
1492 Capital Management LLC |
13 |
Sachetta, LLC |
13 |
Cookson Peirce & Co Inc |
13 |
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
13 |
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
13 |
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
13 |
Column Capital Advisors, LLC |
13 |
Livforsakringsbolaget Skandia, Omsesidigt |
13 |
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
13 |
Strategic Wealth Partners, Ltd. |
13 |
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
13 |
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
13 |
Koshinski Asset Management, Inc. |
13 |
Silphium Asset Management Ltd |
13 |
Deltec Asset Management Llc |
13 |
Kiwi Wealth Investments Limited Partnership |
13 |
Anchor Investment Management, LLC |
13 |
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
13 |
Krane Funds Advisors LLC |
13 |
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
13 |
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
13 |
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
13 |
Moneta Group Investment Advisors Llc |
13 |
Sound Income Strategies, LLC |
13 |
Alphasimplex Group, Llc |
13 |
Opti Capital Management, Lp |
13 |
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
13 |
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
13 |
John Hancock Funds II - Science & Technology Fund Class NAV |
13 |
Fortaleza Asset Management Inc/ |
13 |
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
13 |
Hilltop Holdings Inc. |
13 |
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
13 |
Chicago Partners Investment Group LLC |
13 |
Hound Partners, LLC |
13 |
Mv Capital Management, Inc. |
13 |
Bay Harbor Wealth Management, LLC |
13 |
Delta Asset Management Llc/tn |
13 |
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
13 |
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
13 |
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
13 |
Denver Investment Advisors Llc |
13 |
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
13 |
SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
13 |
San Francisco Sentry Investment Group (ca) |
13 |
Flinton Capital Management LLC |
13 |
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
13 |
Montag A & Associates Inc |
13 |
Nuveen S&p 500 Dynamic Overwrite Fund |
13 |
Ramius Advisors Llc |
13 |
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
13 |
Brant Point Investment Management Llc |
13 |
Motley Fool Asset Management LLC |
13 |
Colony Group Llc |
13 |
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
13 |
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
13 |
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
13 |
Bank Julius Baer & Co. Ltd, Zurich |
13 |
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
13 |
Ossiam |
13 |
Zweig-DiMenna Associates LLC |
13 |
Bulldog Investors, LLP |
13 |
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
13 |
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
13 |
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
13 |
Dorsal Capital Management, LLC |
13 |
ORG Partners LLC |
13 |
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
13 |
Westside Investment Management, Inc. |
13 |
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
13 |
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
13 |
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
13 |
Claymore Exchange-traded Fund Trust |
13 |
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
13 |
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
13 |
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
13 |
Angelo Gordon & Co., L.p. |
13 |
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
13 |
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
13 |
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
13 |
Thrax Management, LLC |
13 |
Precept Management LLC |
13 |
National Planning Corp |
13 |
Eudaimonia Partners, LLC |
13 |
Herald Investment Management Ltd |
13 |
Timpani Capital Management LLC |
13 |
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
13 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
13 |
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
13 |
Nokota Management, LP |
13 |
Tiverton Asset Management Llc |
13 |
Tuscan Ridge Asset Management Llc |
13 |
VCSMX - VALIC Co I - Small Cap Fund |
13 |
CastleKnight Management LP |
13 |
Rialto Wealth Management, LLC |
13 |
Zazove Associates Llc |
13 |
272 Capital LP |
13 |
Shine Investment Advisory Services Inc |
13 |
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
13 |
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
13 |
Parkworth Wealth Management, Inc. |
13 |
Wilbanks Smith & Thomas Asset Management Llc |
13 |
Hatteras Funds, LLC |
13 |
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
13 |
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
13 |
VVSCX - VALIC Co I - Small Cap Value Fund |
12 |
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
12 |
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
12 |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
12 |
Balter Liquid Alternatives, LLC |
12 |
Highland Capital Management, Llc |
12 |
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
12 |
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
12 |
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio |
12 |
Placemark Investments, Inc. |
12 |
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
12 |
PointState Capital LP |
12 |
Zeke Capital Advisors, Llc |
12 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
12 |
Telemetry Investments, L.L.C. |
12 |
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
12 |
Winton Diversified Opportunities Fund |
12 |
Fjarde Ap-fonden /fourth Swedish National Pension Fund |
12 |
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
12 |
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
12 |
Allianzgi Convertible & Income Fund Ii |
12 |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
12 |
Allianzgi Convertible & Income Fund |
12 |
Eaton Vance Senior Income Trust |
12 |
Beacon Capital Management, LLC |
12 |
Riggs Asset Managment Co. Inc. |
12 |
Wealthcare Capital Management Llc |
12 |
First Midwest Bank Trust Division |
12 |
Owl Creek Asset Management, L.P. |
12 |
T. Rowe Price Investment Management, Inc. |
12 |
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
12 |
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
12 |
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
12 |
Avestar Capital, LLC |
12 |
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
12 |
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
12 |
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
12 |
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
12 |
Hartford Series Fund Inc |
12 |
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
12 |
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
12 |
Harbourvest Partners Llc |
12 |
Armistice Capital, Llc |
12 |
JS Capital Management LLC |
12 |
Evercore Wealth Management, LLC |
12 |
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
12 |
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
12 |
Junto Capital Management LP |
12 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
12 |
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
12 |
EHLS - Tidal Trust II - Even Herd Long Short ETF |
12 |
Hunt Lane Capital LP |
12 |
Clark Capital Management Group, Inc. |
12 |
Cheyne Capital Management (UK) LLP |
12 |
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
12 |
Oakbrook Investments Llc |
12 |
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
12 |
Societe Generale |
12 |
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
12 |
Osterweis Capital Management Inc |
12 |
Coronation Fund Managers Ltd. |
12 |
Everence Capital Management Inc |
12 |
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
12 |
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
12 |
Evolution Wealth Advisors, LLC |
12 |
Marcum Wealth, LLC |
12 |
Kestra Investment Management, LLC |
12 |
Paradigm Capital Management Inc/ny |
12 |
CX Institutional |
12 |
Tlp Group Llc |
12 |
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
12 |
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
12 |
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
12 |
Integre Asset Management, LLC |
12 |
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
12 |
Trellus Management Company, LLC |
12 |
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
12 |
BBVA USA Bancshares, Inc. |
12 |
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
12 |
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
12 |
Cerebellum GP, LLC |
12 |
Allred Capital Management, LLC |
12 |
Spearhead Capital Advisors, Llc |
12 |
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
12 |
Tairen Capital Ltd |
12 |
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
12 |
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
12 |
Tucker Asset Management Llc |
12 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
12 |
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
12 |
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
12 |
Eaton Vance Senior Floating Rate Trust |
12 |
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
12 |
Eaton Vance Short Duration Diversified Income Fund |
12 |
Beacon Pointe Advisors, LLC |
12 |
GLG Partners LP |
12 |
Interval Partners, LP |
12 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
12 |
Greenleaf Trust |
12 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
12 |
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
12 |
AIA Group Ltd |
12 |
Kcl Capital, L.p. |
12 |
Intellectus Partners, LLC |
12 |
Alight Capital Management LP |
12 |
Pinnacle Bancorp, Inc. |
12 |
Krilogy Financial LLC |
12 |
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
12 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
12 |
Banco BTG Pactual S.A. |
12 |
Bloom Tree Partners, Llc |
12 |
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
12 |
Interchange Capital Partners, LLC |
12 |
New York Life Investments Alternatives |
12 |
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
12 |
BlueMar Capital Management, LLC |
12 |
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
12 |
Sheets Smith Wealth Management |
12 |
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
12 |
Tfo-tdc, Llc |
12 |
Espalier Global Management LLC |
12 |
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
12 |
Enlightenment Research, LLC |
12 |
Eaton Vance Floating-rate Income Trust |
12 |
Financial Perspectives, Inc |
12 |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
12 |
Cornerstone Wealth Management, LLC |
12 |
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
12 |
Private Advisors, LLC |
12 |
Elo Mutual Pension Insurance Co |
12 |
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
12 |
Exos Asset Management LLC |
12 |
Janney Capital Management LLC |
12 |
Integrated Investment Consultants, LLC |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
12 |
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
12 |
Kula Investments, LLC |
12 |
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
12 |
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
12 |
LRI Investments, LLC |
12 |
MQS Management LLC |
12 |
Ashton Thomas Private Wealth, LLC |
12 |
Change Path, LLC |
12 |
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
12 |
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
12 |
Credential Qtrade Securities Inc. |
12 |
Wealthspire Advisors, LLC |
12 |
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
12 |
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
12 |
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
12 |
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
12 |
Founders Financial Alliance, LLC |
12 |
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
12 |
Foundry Partners, LLC |
12 |
Marathon Trading Investment Management LLC |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
12 |
B. Metzler seel. Sohn & Co. AG |
12 |
Center for Financial Planning, Inc. |
12 |
Liberty Wealth Management Llc |
12 |
QCVAX - Clearwater Investment Trust - Clearwater International Fund |
12 |
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
12 |
Old Mutual Customised Solutions (proprietary) Ltd |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
12 |
Melqart Asset Management (uk) Ltd |
12 |
Truewealth Llc |
12 |
Regentatlantic Capital Llc |
12 |
First Foundation Advisors |
12 |
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
12 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
12 |
Agf Management Ltd |
12 |
Dynamic Advisor Solutions LLC |
12 |
Mendota Financial Group, LLC |
12 |
Global Wealth Management Investment Advisory, Inc. |
12 |
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
12 |
O'Shares Investment Advisers, LLC |
12 |
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
12 |
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
12 |
Millrace Asset Group, Inc. |
12 |
Meritage Portfolio Management |
12 |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
12 |
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
12 |
Bp Plc |
12 |
Cavalier Investments, LLC |
12 |
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
12 |
Gagnon Securities Llc |
12 |
Capital Investment Advisory Services, LLC |
12 |
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF |
12 |
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
12 |
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
12 |
Beck Bode, LLC |
12 |
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
12 |
AO Asset Management, LLC |
12 |
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
12 |
Tsfg, Llc |
12 |
Shepherd Kaplan Krochuk, Llc |
12 |
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
12 |
Boardman Bay Capital Management Llc |
12 |
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
12 |
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
12 |
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
12 |
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
12 |
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
12 |
Logan Capital Management Inc |
11 |
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
11 |
Bartlett & Co. LLC |
11 |
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
11 |
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
11 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
11 |
Sandler Capital Management |
11 |
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
11 |
Berry Street Capital Management LLP |
11 |
SQN Investors LP |
11 |
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
11 |
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
11 |
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
11 |
West Oak Capital, LLC |
11 |
Fortress Investment Group LLC |
11 |
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
11 |
AMCPX - AMCAP FUND - AMCAP FUND Class A |
11 |
EJF Capital LLC |
11 |
Hollencrest Capital Management |
11 |
B. Metzler seel. Sohn & Co. Holding AG |
11 |
Baird Robert W & Co Inc /wi/ |
11 |
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
11 |
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
11 |
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
11 |
Plato Investment Management Ltd |
11 |
One Wealth Advisors, LLC |
11 |
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
11 |
Crow Point Partners, LLC |
11 |
Cherry Tree Wealth Management, LLC |
11 |
Caxton Associates Llp |
11 |
Heritage Wealth Management, Llc |
11 |
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
11 |
Geneva Advisors, LLC |
11 |
Wolff Wiese Magana Llc |
11 |
Steadfast Capital Management Lp |
11 |
BlackRock ETF Trust - BlackRock Future Tech ETF |
11 |
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
11 |
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
11 |
Tobam |
11 |
AIEQ - ETF Managers Trust - AI Powered Equity ETF |
11 |
Calamos Strategic Total Return Fund |
11 |
Endurance Wealth Management, Inc. |
11 |
Berylson Capital Partners, Llc |
11 |
BW Gestao de Investimentos Ltda. |
11 |
Encompass Wealth Advisors, Llc |
11 |
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
11 |
SpiderRock Advisors, LLC |
11 |
ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
11 |
Advanced Series Trust - Ast Mid-cap Growth Portfolio |
11 |
Verus Capital Partners, Llc |
11 |
Ostrum Asset Management |
11 |
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
11 |
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
11 |
Campbell Multi-strategy Trust |
11 |
Boston Advisors Llc |
11 |
Park Avenue Securities Llc |
11 |
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
11 |
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
11 |
Cantab Capital Partners LLP |
11 |
Kellner Capital, LLC |
11 |
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
11 |
Eaton Vance Floating-rate 2022 Target Term Trust |
11 |
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
11 |
Sylebra Capital Ltd |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
11 |
Frazier Financial Advisors, LLC |
11 |
Polymer Capital Management (US) LLC |
11 |
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
11 |
Annis Gardner Whiting Capital Advisors, LLC |
11 |
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
11 |
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
11 |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
11 |
CLARET ASSET MANAGEMENT Corp |
11 |
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
11 |
Gideon Capital Advisors, Inc. |
11 |
Lake Street Advisors Group, Llc |
11 |
Castle Creek Arbitrage, LLC |
11 |
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
11 |
Wealthbridge Capital Management, Llc |
11 |
Magee Thomson Investment Partners Llc |
11 |
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
11 |
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
11 |
Altfest L J & Co Inc |
11 |
Banque Transatlantique SA |
11 |
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
11 |
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
11 |
Fir Tree Capital Management Lp |
11 |
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
11 |
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
11 |
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
11 |
Bourgeon Capital Management Llc |
11 |
HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
11 |
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
11 |
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
11 |
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
11 |
Oribel Capital Management, LP |
11 |
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
11 |
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
11 |
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
11 |
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
11 |
Standard Family Office LLC |
11 |
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
11 |
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
11 |
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
11 |
HHM Wealth Advisors, LLC |
11 |
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
11 |
Blackrock Debt Strategies Fund, Inc. |
11 |
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
11 |
Nishkama Capital, LLC |
11 |
Ayrton Capital LLC |
11 |
Shelton Capital Management |
11 |
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
11 |
Avalon Advisors, Llc |
11 |
Ten Capital Wealth Advisors, LLC |
11 |
UniSuper Management Pty Ltd |
11 |
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
11 |
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
11 |
Vanguard Whitehall Funds |
11 |
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
11 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
11 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
11 |
Jacob Asset Management Of New York Llc |
11 |
Selective Wealth Management, Inc. |
11 |
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
11 |
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
11 |
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
11 |
Oversea-Chinese Banking CORP Ltd |
11 |
Arete Wealth Advisors, LLC |
11 |
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
11 |
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
11 |
Gupta Wealth Management LLC |
11 |
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
11 |
Cupps Capital Management, LLC |
11 |
APBAX - Cavanal Hill Funds - Active Core Fund Investor |
11 |
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
11 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
11 |
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A |
11 |
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
11 |
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
11 |
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
11 |
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
11 |
Financial Counselors Inc |
11 |
Delphia (USA) Inc. |
11 |
Tygh Capital Management, Inc. |
11 |
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
11 |
Qsemble Capital Management, LP |
11 |
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
11 |
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
11 |
Waratah Capital Advisors Ltd. |
11 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
11 |
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
11 |
PharVision Advisers, LLC |
11 |
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
11 |
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
11 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
11 |
Van Hulzen Asset Management, LLC |
11 |
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
11 |
Householder Group Estate & Retirement Specialist, LLC |
11 |
ARK Investment Management LLC |
11 |
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
11 |
L & S Advisors Inc |
11 |
NewEdge Wealth, LLC |
11 |
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
11 |
National Pension Service |
11 |
Washington Capital Management Inc |
11 |
EVNT - AltShares Trust - AltShares Event-Driven ETF |
11 |
GW&K Investment Management, LLC |
11 |
Grove Bank & Trust |
11 |
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
11 |
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
11 |
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
11 |
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
11 |
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
11 |
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
11 |
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
11 |
Capital Bank & Trust Co |
11 |
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
11 |
Twin Capital Management Inc |
11 |
Securian Asset Management, Inc |
11 |
Donoghue Forlines LLC |
11 |
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
11 |
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
11 |
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
11 |
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
11 |
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
11 |
VCBCX - VALIC Co I - Blue Chip Growth Fund |
11 |
Rsm Us Wealth Management Llc |
11 |
Simon Quick Advisors, Llc |
11 |
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
11 |
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
11 |
TRUE Private Wealth Advisors |
11 |
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
11 |
SummitTX Capital, L.P. |
11 |
Nvwm, Llc |
11 |
Divisadero Street Capital Management, LP |
11 |
Corient Capital Partners, LLC |
11 |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
11 |
HighMark Wealth Management LLC |
11 |
Sageworth Trust Co |
11 |
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
11 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
11 |
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
11 |
BlackRock Credit Strategies Fund |
11 |
Meru Capital Group, LP |
11 |
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
11 |
DAACX - Adviser Managed Trust - Diversified Equity Fund |
11 |
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF |
11 |
DGS Capital Management, LLC |
11 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
11 |
BlackRock Science & Technology Trust II |
11 |
Fortis Advisors, LLC |
11 |
WealthPLAN Partners, LLC |
11 |
Bartlett & Co. Wealth Management Llc |
11 |
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
11 |
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
11 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
11 |
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
11 |
Privium Fund Management (UK) Ltd |
11 |
Maytus Capital Management, LLC |
11 |
Usca Ria Llc |
11 |
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
11 |
Garelick Capital Partners, LP |
11 |
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
11 |
Engle Capital Management, L.P. |
11 |
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
11 |
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
11 |
Columbia Wanger Asset Management Llc |
11 |
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
11 |
Mach-1 Financial Group, Inc. |
11 |
Scout Investments, Inc. |
11 |
Atlas Private Wealth Advisors |
11 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
11 |
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
11 |
Front Row Advisors LLC |
11 |
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
11 |
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
11 |
Benjamin Edwards Inc |
11 |
Argent Capital Management Llc |
11 |
Zions Bancorporation |
11 |
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
11 |
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
10 |
EULAV Asset Management |
10 |
Next Financial Holdings |
10 |
First Citizens Bank & Trust Co |
10 |
Transce3nd, LLC |
10 |
Monarch Partners Asset Management LLC |
10 |
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
10 |
Nikko Asset Management Americas, Inc. |
10 |
MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
10 |
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
10 |
Raging Capital Management, LLC |
10 |
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
10 |
Smith Group Asset Management, LLC |
10 |
Strategic Blueprint, LLC |
10 |
Natixis Investment Managers International |
10 |
Sona Asset Management (us) Llc |
10 |
Crawford Lake Capital Management, LLC |
10 |
Point72 Europe (London) LLP |
10 |
Forum Funds |
10 |
Manatuck Hill Partners, LLC |
10 |
U S Global Investors Inc |
10 |
Corsair Capital Management, L.p. |
10 |
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
10 |
Integrated Wealth Concepts LLC |
10 |
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
10 |
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
10 |
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
10 |
New Mexico Educational Retirement Board |
10 |
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
10 |
Zimmer Partners, LP |
10 |
Special Opportunities Fund, Inc. |
10 |
TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
10 |
Advanced Series Trust - Ast Advanced Strategies Portfolio |
10 |
Profunds - Profund Vp Technology |
10 |
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
10 |
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
10 |
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
10 |
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
Kilter Group LLC |
10 |
Fulcrum Asset Management LLP |
10 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
10 |
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
10 |
Executive Wealth Management, LLC |
10 |
SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares |
10 |
Ninety One UK Ltd |
10 |
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
10 |
TCTC Holdings, LLC |
10 |
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
10 |
Retirement Group, LLC |
10 |
Brown Advisory Securities, LLC |
10 |
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
10 |
Copper Rock Capital Partners, LLC |
10 |
Ingalls & Snyder Llc |
10 |
Wesbanco Bank Inc |
10 |
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
10 |
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
10 |
Barometer Capital Management Inc. |
10 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
10 |
SG Capital Management LLC |
10 |
Horizon Investments, LLC |
10 |
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
10 |
Murchinson Ltd. |
10 |
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
10 |
P.a.w. Capital Corp |
10 |
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
10 |
Fortitude Advisory Group L.L.C. |
10 |
Syquant Capital Sas |
10 |
ROM - PROSHARES TRUST - ProShares Ultra Technology |
10 |
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
10 |
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
10 |
Eventide Asset Management, Llc |
10 |
Legacy Advisors, LLC |
10 |
Forward Management, LLC |
10 |
Kingdon Capital Management, L.l.c. |
10 |
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
10 |
Rainier Investment Management Llc |
10 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
10 |
Epoch Investment Partners, Inc. |
10 |
First Interstate Bank |
10 |
Santa Fe Partners LLC |
10 |
Woodmont Investment Counsel Llc |
10 |
Lmcg Investments, Llc |
10 |
Tradeworx Inc. |
10 |
Sanders Morris Harris Llc |
10 |
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
10 |
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
10 |
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
10 |
Fort, L.p. |
10 |
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
10 |
SYSTM Wealth Solutions LLC |
10 |
Bradley Foster & Sargent Inc/ct |
10 |
Hitchwood Capital Management LP |
10 |
General Motors Investment Management Corp |
10 |
GeoWealth Management, LLC |
10 |
Blackrock Ltd Duration Income Trust |
10 |
Jeneq Management, LP |
10 |
Virtus Alternative Investment Advisers, Inc. |
10 |
Scoggin Management Lp |
10 |
Lucus Advisors Llc |
10 |
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
10 |
Sierra Capital LLC |
10 |
Blue Rock Advisors, LLC |
10 |
Manchester Financial Inc |
10 |
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
10 |
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
10 |
Nicholas Company, Inc. |
10 |
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
10 |
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
10 |
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
10 |
YorkBridge Wealth Partners, LLC |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
10 |
Tru Independence Asset Management 2, Llc |
10 |
New England Securities Corp /MA/ |
10 |
Icon Advisers Inc/co |
10 |
Washington Trust Advisors, Inc. |
10 |
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
10 |
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
10 |
Ursa Fund Management, LLC |
10 |
AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
10 |
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
10 |
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
10 |
Flossbach Von Storch Ag |
10 |
Bollard Group LLC |
10 |
Nachman Norwood & Parrott, Inc |
10 |
I.g. Investment Management, Ltd. |
10 |
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
10 |
Reynolds Capital Management Llc |
10 |
Motco |
10 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
10 |
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
10 |
Needham Investment Management Llc |
10 |
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
10 |
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
10 |
Rakuten Securities, Inc. |
10 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
10 |
Capital International Inc /ca/ |
10 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
10 |
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
10 |
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
10 |
Archon Capital Management LLC |
10 |
Wagner Wealth Management, Llc |
10 |
Beaird Harris Wealth Management, LLC |
10 |
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
10 |
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
10 |
Temasek Holdings (Private) Ltd |
10 |
Harvest Investment Services, LLC |
10 |
Pnc Funds |
10 |
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
10 |
Delta Lloyd Nv |
10 |
Clean Yield Group |
10 |
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
10 |
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
10 |
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio |
10 |
Jackson Square Partners, LLC |
10 |
Sit Investment Associates Inc |
10 |
USS Investment Management Ltd |
10 |
ACG Wealth |
10 |
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. |
10 |
Park Square Financial Group, LLC |
10 |
Kings Point Capital Management |
10 |
Worth Venture Partners, LLC |
10 |
SOA Wealth Advisors, LLC. |
10 |
Merit Financial Group, LLC |
10 |
V Wealth Advisors LLC |
10 |
Verde Servicos Internacionais S.A. |
10 |
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
10 |
Dragoneer Investment Group, LLC |
10 |
Horrell Capital Management, Inc. |
10 |
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
10 |
Transamerica Financial Advisors, Inc. |
10 |
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
10 |
Champlain Investment Partners, LLC |
10 |
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF |
10 |
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL |
10 |
Pin Oak Investment Advisors Inc |
10 |
Desjardins Global Asset Management Inc. |
10 |
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
10 |
WealthStone, Inc. |
10 |
Claro Advisors LLC |
10 |
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
10 |
Capitolis Advisors LLC |
10 |
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
10 |
Ausdal Financial Partners, Inc. |
10 |
NJ State Employees Deferred Compensation Plan |
10 |
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
10 |
Delos Wealth Advisors, LLC |
10 |
Webster Bank, N. A. |
10 |
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
10 |
Pallas Capital Advisors LLC |
10 |
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
10 |
Platinum Investment Management Ltd |
10 |
Peregrine Capital Management Llc |
10 |
Chimera Capital Management LLC |
10 |
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
10 |
Financial Enhancement Group LLC |
10 |
Redwood Wealth Management Group, LLC |
10 |
PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
10 |
Renaissance Group Llc |
10 |
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
10 |
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
10 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
10 |
Verdence Capital Advisors LLC |
10 |
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
10 |
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
10 |
West Tower Group, LLC |
10 |
Level Four Advisory Services, Llc |
10 |
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
10 |
Bleakley Financial Group, LLC |
10 |
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
10 |
Schonfeld Group Holdings LLC |
10 |
Bayforest Capital Ltd |
10 |
Nuveen Core Equity Alpha Fund |
10 |
One68 Global Capital, LLC |
10 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
10 |
Qrg Capital Management, Inc. |
10 |
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
10 |
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
10 |
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
10 |
Mirador Capital Partners LP |
10 |
West Paces Advisors Inc. |
10 |
Integrated Wealth Management |
10 |
Oppenheimer Etf Trust |
10 |
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
10 |
111 Capital |
10 |
Connor Clark & Lunn Investment Management Ltd |
10 |
Richardson Financial Services Inc. |
10 |
Oasis Management Co Ltd. |
10 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
10 |
Karpus Management, Inc. |
10 |
Jag Capital Management, Llc |
10 |
Wealth Alliance |
10 |
Ballentine Partners, LLC |
10 |
Skaana Management L.P. |
10 |
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
Knightsbridge Asset Management, Llc |
10 |
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
10 |
Ziegler Capital Management, LLC |
10 |
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
10 |
Perkins Capital Management Inc |
10 |
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
10 |
Voya Senior Income Fund |
10 |
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
10 |
Psagot Investment House Ltd. |
10 |
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
10 |
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
10 |
Key FInancial Inc |
10 |
Royce Micro-cap Trust, Inc /md/ |
10 |
Southpoint Capital Advisors LP |
10 |
Telemus Capital, Llc |
10 |
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
10 |
Bck Capital Management Lp |
10 |
Kemnay Advisory Services Inc. |
10 |
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
9 |
Partners Group Holding AG |
9 |
R&F Capital Advisors LP |
9 |
Matthews International Capital Management Llc |
9 |
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
9 |
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
9 |
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
9 |
Cape Investment Advisory, Inc. |
9 |
Congress Asset Management Co /ma |
9 |
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
9 |
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
9 |
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
9 |
Pembroke Management, LTD |
9 |
Prosperity Wealth Management, Inc. |
9 |
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
9 |
Blackrock Floating Rate Income Trust |
9 |
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
9 |
Maso Capital Partners Ltd |
9 |
Impax Asset Management Group plc |
9 |
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
9 |
Rockbridge Investment Management, LCC |
9 |
Adviser Investments LLC |
9 |
CWA Asset Management Group, LLC |
9 |
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
9 |
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
9 |
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
9 |
Cohen Capital Management, Inc. |
9 |
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
9 |
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
9 |
Connective Capital Management, LLC |
9 |
Private Wealth Asset Management, LLC |
9 |
Metis Global Partners, LLC |
9 |
Barrett Asset Management, LLC |
9 |
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class |
9 |
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
9 |
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
9 |
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
9 |
Sage Rock Capital Management LP |
9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
9 |
Gluskin Sheff & Assoc Inc |
9 |
Columbia Partners L L C Investment Management |
9 |
Cassady Schiller Wealth Management, LLC |
9 |
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB |
9 |
SevenBridge Financial Group, LLC |
9 |
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
9 |
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
9 |
E Fund Management Co., Ltd. |
9 |
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
9 |
Harwood Advisory Group, LLC |
9 |
Keel Point, LLC |
9 |
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
9 |
Amplius Wealth Advisors, LLC |
9 |
Hatteras Alternative Mutual Funds, LLC |
9 |
Groupama Asset Managment |
9 |
Annapolis Financial Services, LLC |
9 |
Rock Creek Group, LP |
9 |
Franklin Street Advisors Inc /nc |
9 |
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
9 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
9 |
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A |
9 |
Carmichael Hill & Associates, Inc. |
9 |
Hanson & Doremus Investment Management |
9 |
ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
9 |
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
9 |
Country Trust Bank |
9 |
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
9 |
Lecap Asset Management Ltd |
9 |
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
9 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
9 |
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
9 |
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
9 |
Trust Department Mb Financial Bank N A |
9 |
Denali Advisors Llc |
9 |
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
9 |
STXG - EA Series Trust - Strive 1000 Growth ETF |
9 |
Arlington Trust Co LLC |
9 |
Personal Capital Advisors Corp |
9 |
Century Capital Management, LLC |
9 |
Aequim Alternative Investments LP |
9 |
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
9 |
TrimTabs Asset Management, LLC |
9 |
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
9 |
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
9 |
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF |
9 |
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
9 |
Resolute Advisors LLC |
9 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
9 |
Df Dent & Co Inc |
9 |
Redwood Investment Management, Llc |
9 |
TD Capital Management LLC |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
9 |
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
9 |
Weaver Consulting Group |
9 |
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
9 |
IWFH - iSHARES TRUST - iShares Virtual Work and Life Multisector ETF |
9 |
Transcend Wealth Collective, Llc |
9 |
EVR Research LP |
9 |
Leuthold Group, Llc |
9 |
PACIFIC SELECT FUND - Technology Portfolio Class I |
9 |
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
9 |
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
9 |
Cowen Investment Management LLC |
9 |
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
9 |
Bienville Capital Management, LLC |
9 |
PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A |
9 |
Polaris Wealth Advisory Group, LLC |
9 |
Davy Global Fund Management Ltd |
9 |
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
9 |
Eaton Vance Floating-rate Income Plus Fund |
9 |
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
9 |
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF |
9 |
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
9 |
Bellwether Advisors, LLC |
9 |
AdvisorShares Investments LLC |
9 |
Crestwood Capital Management, L.P. |
9 |
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
9 |
Westerly Capital Management, Llc |
9 |
Investors Research Corp |
9 |
Conning Inc. |
9 |
Anchor Capital Advisors Llc |
9 |
Park Place Capital Corp |
9 |
Albion Financial Group /ut |
9 |
Vestmark Advisory Solutions, Inc. |
9 |
Evergreen Capital Management Llc |
9 |
Hodges Capital Management Inc. |
9 |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
9 |
First Pacific Advisors, LP |
9 |
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
9 |
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
9 |
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
9 |
Cannell Capital Llc |
9 |
Thomas White International Ltd |
9 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
9 |
Capital One, National Association |
9 |
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
9 |
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
9 |
Haafor (Singapore) Pte. Ltd. |
9 |
Vigilant Capital Management, LLC |
9 |
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
9 |
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
9 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 |
9 |
Cribstone Capital Management, LLC |
9 |
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
9 |
Jackson Square Capital, Llc |
9 |
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
9 |
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
9 |
Lakewood Capital Management, Lp |
9 |
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
9 |
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
9 |
BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
9 |
Kessler Investment Group, LLC |
9 |
QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
9 |
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
9 |
Stonebridge Financial Group, LLC |
9 |
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
9 |
Amerivest Investment Management LLC |
9 |
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
9 |
Comerica Securities,inc. |
9 |
Perella Weinberg Partners Capital Management LP |
9 |
Freestone Grove Partners LP |
9 |
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
9 |
Savior LLC |
9 |
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
9 |
Tremblant Capital Group |
9 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
9 |
Nelson Capital Management, LLC |
9 |
Columbia Seligman Premium Technology Growth Fund, Inc. |
9 |
Piermont Capital Management LLC |
9 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
9 |
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
9 |
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
9 |
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
9 |
Nissay Asset Management Corp /japan/ /adv |
9 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
9 |
Jat Capital Management, L.p. |
9 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
9 |
Prana Capital Management, LP |
9 |
Lapides Asset Management, LLC |
9 |
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
9 |
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
9 |
Fernwood Investment Management, LLC |
9 |
PRW Wealth Management LLC |
9 |
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
9 |
Kapitalo Investimentos Ltda |
9 |
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
9 |
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
9 |
Boston Private Bank & Trust Co |
9 |
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
9 |
Ashton Thomas Securities, Llc |
9 |
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
9 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
9 |
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
9 |
Jet Capital Investors L P |
9 |
Cornerstone Advisory, LLC |
9 |
New Age Alpha Advisors, LLC |
9 |
Squar Milner Financial Services Llc |
9 |
Atlantic Union Bankshares Corp |
9 |
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
9 |
Better Money Decisions, LLC |
9 |
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
9 |
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
9 |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
9 |
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
9 |
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF |
9 |
Carolina Wealth Advisors, LLC |
9 |
Calvert Investment Management, Inc. |
9 |
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
9 |
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
9 |
QVT Financial LP |
9 |
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
9 |
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
9 |
Dsm Capital Partners Llc |
9 |
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
9 |
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
9 |
Engrave Wealth Partners LLC |
9 |
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF |
9 |
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
9 |
SpiderRock Trading LLC |
9 |
Shapiro Robert N |
9 |
Washington Trust Bank |
9 |
Blackrock Floating Rate Income Strategies Fund, Inc. |
9 |
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
9 |
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
9 |
Archford Capital Strategies, LLC |
9 |
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
9 |
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
9 |
Pinnacle Associates Ltd |
9 |
Kingsview Wealth Management, LLC |
9 |
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
9 |
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
9 |
Prime Capital Investment Advisors, LLC |
9 |
Nemes Rush Group LLC |
9 |
Aberdeen Asset Management Plc/uk |
9 |
Claraphi Advisory Network, LLC |
9 |
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
9 |
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
9 |
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
9 |
Sugarloaf Wealth Management, LLC |
9 |
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
9 |
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
9 |
Eminence Capital, Lp |
9 |
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
9 |
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
9 |
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A |
9 |
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
9 |
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
9 |
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
9 |
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
9 |
Wealthsource Partners, Llc |
9 |
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
9 |
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
Jabre Capital Partners S.A. |
9 |
Whipplewood Advisors, LLC |
9 |
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
9 |
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
9 |
Advisory Alpha, LLC |
9 |
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
9 |
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
9 |
CHURCHILL MANAGEMENT Corp |
9 |
Capital Advisory Group Advisory Services, LLC |
9 |
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
9 |
Lighthouse Investment Partners, LLC |
9 |
Arlington Partners LLC |
9 |
CenturyLink Investment Management Co |
9 |
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
9 |
Virtus ETF Advisers LLC |
9 |
Eisler Capital (UK) Ltd. |
9 |
MPS Loria Financial Planners, LLC |
9 |
Avidian Wealth Solutions, LLC |
9 |
Accurate Wealth Management, LLC |
9 |
Kovitz Investment Group Partners, LLC |
9 |
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
9 |
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
9 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
9 |
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
9 |
Resona Asset Management Co.,Ltd. |
9 |
Tyler-Stone Wealth Management |
9 |
Bfsg, Llc |
9 |
Forum Financial Management, LP |
9 |
Harber Asset Management Llc |
9 |
Sunriver Management LLC |
9 |
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
9 |
Vivaldi Capital Management, LLC |
9 |
Knights of Columbus Asset Advisors LLC |
9 |
HB Wealth Management, LLC |
9 |
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
9 |
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
9 |
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
9 |
Criterion Capital Management Llc |
9 |
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
9 |
Mosaic Family Wealth, LLC |
9 |
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
9 |
Rathbone Brothers plc |
9 |
Dai-ichi Life Holdings, Inc. |
9 |
Roubaix Capital, LLC |
9 |
Omni Event Management Ltd |
8 |
Blume Capital Management, Inc. |
8 |
Legacy Wealth Managment, LLC/ID |
8 |
Morgan Creek Global Equity Long/short Institutional Fund |
8 |
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
8 |
Pittenger & Anderson Inc |
8 |
Tuttle Tactical Management LLC |
8 |
Warren Averett Asset Management, LLC |
8 |
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
8 |
Hillhouse Capital Management, Ltd. |
8 |
Barrow Hanley Mewhinney & Strauss Llc |
8 |
Symmetry Partners, LLC |
8 |
Colonial Trust Co / SC |
8 |
Oak Associates Ltd /oh/ |
8 |
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
8 |
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
8 |
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
8 |
Bbr Partners, Llc |
8 |
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
8 |
Sterling Investment Advisors, Ltd. |
8 |
Kepos Capital LP |
8 |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
8 |
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
8 |
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
8 |
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
8 |
Baker Tilly Financial, Llc |
8 |
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
8 |
My Personal CFO, LLC |
8 |
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
8 |
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
8 |
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
8 |
Thames Capital Management Llc |
8 |
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
8 |
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
8 |
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
8 |
PFM Health Sciences, LP |
8 |
Johnson Investment Counsel Inc |
8 |
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
8 |
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class |
8 |
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
8 |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
8 |
Ferox Capital Management LP |
8 |
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
8 |
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
8 |
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
8 |
Armstrong Advisory Group, Inc |
8 |
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
8 |
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
8 |
Fidelis Capital Partners, LLC |
8 |
Icon Wealth Advisors, LLC |
8 |
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
8 |
Pinnacle Financial Partners Inc |
8 |
Bellecapital International Ltd. |
8 |
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
8 |
Smallcap World Fund Inc |
8 |
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
8 |
Oakworth Capital, Inc. |
8 |
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
8 |
Silvant Capital Management LLC |
8 |
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
8 |
Foxhaven Asset Management, LP |
8 |
VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
8 |
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
8 |
Vertex One Asset Management Inc. |
8 |
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
Hallmark Capital Management Inc |
8 |
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
8 |
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
8 |
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
8 |
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
8 |
Laurel Wealth Advisors LLC |
8 |
Stonehage Fleming Financial Services Holdings Ltd |
8 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
8 |
Parian Global Management LP |
8 |
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
8 |
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
8 |
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
8 |
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
8 |
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
8 |
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
8 |
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
8 |
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
8 |
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
8 |
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
8 |
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
8 |
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
8 |
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
8 |
Strengthening Families & Communities, LLC |
8 |
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
8 |
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
8 |
Hennessy Advisors Inc |
8 |
North Fourth Asset Management, LP |
8 |
Kavi Asset Management, LP |
8 |
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
8 |
AlpInvest Partners B.V. |
8 |
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
8 |
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) |
8 |
JBF Capital, Inc. |
8 |
IFM Investors Pty Ltd |
8 |
Prospect Capital Advisors, LLC |
8 |
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
8 |
Destination Wealth Management |
8 |
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
8 |
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
8 |
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
8 |
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
8 |
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
8 |
Hartford Investment Management Co |
8 |
Binnacle Investments Inc |
8 |
Royal Fund Management, LLC |
8 |
Skye Global Management LP |
8 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
8 |
Curian Capital Llc |
8 |
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
8 |
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
8 |
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
8 |
Roble, Belko & Company, Inc |
8 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
8 |
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
8 |
Suffolk Capital Management Llc |
8 |
Coe Capital Management, LLC |
8 |
Cambridge Trust Co |
8 |
Arcadia Investment Management Corp/mi |
8 |
HERO - Global X Funds - Global X Video Games & Esports ETF |
8 |
Kavar Capital Partners, LLC |
8 |
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
8 |
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
8 |
E Fund Management (Hong Kong) Co., Ltd. |
8 |
Calton & Associates, Inc. |
8 |
Americana Partners, LLC |
8 |
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
8 |
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
8 |
Miura Global Management, LLC |
8 |
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
8 |
Alexandria Capital, LLC |
8 |
Greenwoods Asset Management Ltd |
8 |
Y.D. More Investments Ltd |
8 |
Kamunting Street Capital Management, L.P. |
8 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
8 |
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
8 |
Bank Of Hawaii |
8 |
Riverbridge Partners Llc |
8 |
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
8 |
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
8 |
Tredje AP-fonden |
8 |
Invesco Senior Income Trust |
8 |
Aspire Private Capital, LLC |
8 |
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
8 |
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
8 |
H2o Am Llp |
8 |
Marsico Capital Management Llc |
8 |
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
8 |
Your Advocates Ltd., LLP |
8 |
Signition Lp |
8 |
Global X Funds |
8 |
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
8 |
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A |
8 |
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
8 |
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
8 |
Altimeter Capital Management, LP |
8 |
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
8 |
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
8 |
Senvest Management, LLC |
8 |
River Road Asset Management, LLC |
8 |
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
8 |
Dorsey & Whitney Trust CO LLC |
8 |
Elk Creek Partners, LLC |
8 |
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
8 |
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
8 |
Elliott Management Corporation |
8 |
Nwam Llc |
8 |
Highlander Capital Management, LLC |
8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
8 |
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
8 |
Woodward Diversified Capital, Llc |
8 |
Farringdon Capital, Ltd. |
8 |
Lenox Wealth Management, Inc. |
8 |
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
8 |
Eastern Bank |
8 |
Voya Financial Advisors, Inc. |
8 |
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
8 |
D'Orazio & Associates, Inc. |
8 |
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
8 |
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
8 |
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
8 |
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A |
8 |
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
8 |
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
8 |
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
8 |
OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
8 |
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
8 |
Perritt Capital Management Inc |
8 |
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
8 |
Fulton Bank, N.a. |
8 |
RBB FUND, INC. - Aquarius International Fund |
8 |
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
8 |
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
8 |
Clough Global Opportunities Fund |
8 |
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
8 |
Aperture Investors, LLC |
8 |
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
8 |
Mohican Financial Management, LLC |
8 |
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
8 |
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF |
8 |
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
8 |
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
8 |
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
8 |
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
8 |
Horizon Kinetics Asset Management Llc |
8 |
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
8 |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
8 |
North Run Capital, Lp |
8 |
Lake Point Wealth Management |
8 |
Dakota Wealth Management |
8 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
8 |
Moloney Securities Asset Management, LLC |
8 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
8 |
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
8 |
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
8 |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
8 |
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
8 |
Cahill Financial Advisors Inc |
8 |
Perkins Coie Trust Co |
8 |
Jpmorgan Trust Iii |
8 |
Freshford Capital Management, LLC |
8 |
Cna Financial Corp |
8 |
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
8 |
Vinva Investment Management Ltd |
8 |
Wade G W & Inc |
8 |
Spouting Rock Asset Management, LLC |
8 |
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
8 |
Opera Trading Capital |
8 |
Maple Securities Usa Inc |
8 |
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
8 |
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
8 |
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
8 |
Philadelphia Financial Management of San Francisco, LLC |
8 |
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
8 |
Dodge & Cox |
8 |
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
8 |
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
8 |
Deerfield Management Company, L.p. (series C) |
8 |
SVPIX - Profunds - Small-cap Value Profund Investor Class |
8 |
XR Securities LLC |
8 |
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
8 |
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
8 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
8 |
Stifel Nicolaus & Co Inc \mo\ |
8 |
Clearview Wealth Advisors LLC |
8 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
8 |
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
8 |
Elite Wealth Management, Inc. |
8 |
Wayfinding Financial, LLC |
8 |
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
8 |
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
8 |
Stanford Investment Group, Inc. |
8 |
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
8 |
Knight Capital Group, Inc. |
8 |
Carmel Capital Partners, LLC |
8 |
Redmond Asset Management, LLC |
8 |
Dialectic Capital Management, Lp |
8 |
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
8 |
Banbury Partners Llc |
8 |
Minichmacgregor Wealth Management, Llc |
8 |
Yarbrough Capital, LLC |
8 |
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
8 |
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
8 |
First Bank & Trust |
8 |
VCULX - VALIC Co I - Growth Fund |
8 |
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity |
8 |
Omni Partners US LLC |
8 |
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
8 |
Bryce Point Capital, LLC |
8 |
Twin Securities, Inc. |
8 |
Teton Westwood Funds |
8 |
Redpoint Investment Management Pty Ltd |
8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
8 |
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
8 |
MRGR - PROSHARES TRUST - ProShares Merger ETF |
8 |
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
8 |
Mesirow Financial Investment Management, Inc. |
8 |
Telluride Asset Management LLC |
8 |
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
8 |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
8 |
New Jersey Better Educational Savings Trust |
8 |
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
8 |
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
8 |
Worldquant Millennium Advisors Llc |
8 |
Legg Mason Investment Counsel, LLC |
8 |
Ascend Capital, Llc |
8 |
Sphera Funds Management Ltd. |
8 |
Tompkins Financial Corp |
8 |
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
8 |
Difesa Capital Management, Lp |
8 |
Foundations Investment Advisors, LLC |
8 |
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
8 |
Axiom Investment Management LLC |
8 |
Confluence Wealth Services, Inc. |
8 |
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
8 |
Kettle Hill Capital Management, Llc |
8 |
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
8 |
Clough Global Equity Fund |
8 |
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
8 |
JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
8 |
WealthTrak Capital Management LLC |
8 |
Vantage Investment Advisors, LLC |
8 |
American Capital Advisory, LLC |
8 |
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
8 |
Opal Wealth Advisors, LLC |
8 |
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
8 |
M&r Capital Management Inc |
8 |
Engine Capital Management, LP |
8 |
Castle Hook Partners LP |
8 |
AWM Investment Company, Inc. |
8 |
Polianta Ltd |
8 |
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
8 |
Mason Street Advisors, Llc |
8 |
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
8 |
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
8 |
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
8 |
Shellback Capital, LP |
8 |
Samson Rock Capital LLP |
8 |
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
8 |
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
8 |
RiverPark Advisors, LLC |
8 |
Private Ocean, LLC |
8 |
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
8 |
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
8 |
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
8 |
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
8 |
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
8 |
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
8 |
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
8 |
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
8 |
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
8 |
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
8 |
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
8 |
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
8 |
Bnc Wealth Management, Llc |
8 |
Vaughan Nelson Investment Management, L.p. |
8 |
Byrne Asset Management LLC |
8 |
Profunds - Profund Vp Small-cap Value |
8 |
Arden Trust Co |
8 |
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
8 |
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
8 |
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
8 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
8 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
8 |
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class |
8 |
U.S. Capital Wealth Advisors, LLC |
8 |
Mn Services Vermogensbeheer B.V. |
8 |
Sierra Ocean, Llc |
8 |
Horan Securities, Inc. |
8 |
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
8 |
Apollo Management Holdings, L.P. |
8 |
Malaga Cove Capital, LLC |
8 |
Easterly Investment Partners Llc |
8 |
Girard Partners Ltd. |
8 |
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
8 |
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
8 |
URTH - iShares, Inc. - iShares MSCI World ETF |
8 |
Castle Wealth Management Llc |
8 |
Nuveen Nasdaq 100 Dynamic Overwrite Fund |
8 |
Fieldview Capital Management, LLC |
8 |
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
8 |
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
8 |
Manning & Napier Advisors Llc |
8 |
Railway Pension Investments Ltd |
8 |
Axxcess Wealth Management, Llc |
8 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
8 |
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
8 |
Cannell Peter B & Co Inc |
8 |
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
8 |
Garde Capital, Inc. |
8 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
8 |
Provenire Capital, LLC |
8 |
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF |
8 |
Arabesque Asset Management Ltd |
8 |
Pfs Investments Inc. |
8 |
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
8 |
Indaba Capital Management, L.P. |
8 |
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
8 |
Northern Right Capital Management, L.P. |
8 |
Kwmg, Llc |
8 |
Overland Advisors, LLC |
8 |
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
8 |
Par Capital Management Inc |
8 |
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
8 |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
8 |
Chicago Capital Management, LLC |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
8 |
Central Bank & Trust Co |
8 |
Leonard Green & Partners, L.P. |
8 |
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
8 |
Cypress Capital Management LLC (WY) |
8 |
Concentric Capital Strategies, LP |
8 |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
8 |
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
8 |
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
8 |
Aaron Wealth Advisors LLC |
8 |
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
8 |
Sawgrass Asset Management Llc |
8 |
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
8 |
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
8 |
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
8 |
Achmea Investment Management B.V. |
8 |
Clear Harbor Asset Management, LLC |
8 |
Patten Group, Inc. |
8 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
8 |
Alpine Woods Capital Investors, Llc |
8 |
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
8 |
Sequoia Financial Advisors, LLC |
8 |
Pinkerton Retirement Specialists, LLC |
7 |
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
7 |
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
7 |
SGPIX - Profunds - Small-cap Growth Profund Investor Class |
7 |
Allen Investment Management LLC |
7 |
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
7 |
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
7 |
Solaris Asset Management Llc |
7 |
Jasper Ridge Partners, L.P. |
7 |
Buckingham Strategic Wealth, Llc |
7 |
Dunhill Financial, LLC |
7 |
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
7 |
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
7 |
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
7 |
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
7 |
Legacy Investment Solutions, LLC |
7 |
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
7 |
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
7 |
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
7 |
Bray Capital Advisors |
7 |
Alaska Permanent Fund Corp |
7 |
Mitsubishi UFJ Securities Holdings Co., Ltd. |
7 |
WealthTrust Fairport, LLC |
7 |
Highstreet Asset Management Inc. |
7 |
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
7 |
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
7 |
Paragon Capital Management Ltd |
7 |
Impact Partnership Wealth, LLC |
7 |
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
7 |
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
7 |
Great Valley Advisor Group, Inc. |
7 |
Rosenberg Matthew Hamilton |
7 |
Evermay Wealth Management Llc |
7 |
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
7 |
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
7 |
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
7 |
IMA Wealth, Inc. |
7 |
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
7 |
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
7 |
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
7 |
American National Bank |
7 |
Blue Bell Private Wealth Management, Llc |
7 |
Empower Advisory Group, LLC |
7 |
Arden Investment Series Trust |
7 |
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
7 |
Chevy Chase Trust Holdings, Inc. |
7 |
Birch Grove Capital LP |
7 |
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
7 |
First Financial Corp /in/ |
7 |
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
7 |
Quilter Plc |
7 |
First Washington CORP |
7 |
Turtle Creek Wealth Advisors, LLC |
7 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
7 |
Custom Index Systems, Llc |
7 |
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
7 |
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
7 |
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
7 |
Alta Advisers Ltd |
7 |
Tiedemann Advisors, Llc |
7 |
D1 Capital Partners L.P. |
7 |
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
7 |
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
7 |
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N |
7 |
Bruderman Asset Management, LLC |
7 |
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
7 |
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A |
7 |
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
7 |
Marex Group plc |
7 |
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
7 |
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
7 |
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
7 |
Select Equity Group, L.P. |
7 |
CTC Alternative Strategies, Ltd. |
7 |
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
7 |
Linden Thomas Advisory Services, LLC |
7 |
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
7 |
WR Wealth Planners, LLC |
7 |
Global Endowment Management, LP |
7 |
Mill Creek Capital Advisors, LLC |
7 |
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares |
7 |
Readystate Asset Management Lp |
7 |
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A |
7 |
Viking Global Investors Lp |
7 |
Bowling Portfolio Management LLC |
7 |
VisionPoint Advisory Group, LLC |
7 |
Winfield Associates, Inc. |
7 |
Greenland Capital Management LP |
7 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
7 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
7 |
Argent Trust Co |
7 |
UXI - PROSHARES TRUST - ProShares Ultra Industrials |
7 |
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
7 |
Symphony Financial, Ltd. Co. |
7 |
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
7 |
Northeast Financial Consultants Inc |
7 |
Northwest Financial Advisors |
7 |
AllSquare Wealth Management LLC |
7 |
Pinnacle Summer Investments, Inc. |
7 |
Eisler Capital (US) LLC |
7 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
7 |
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
7 |
Lynrock Lake LP |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
7 |
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
7 |
Venator Capital Management Ltd. |
7 |
Horizon Kinetics LLC |
7 |
TB Alternative Assets Ltd. |
7 |
Skylands Capital, LLC |
7 |
Buffington Mohr McNeal |
7 |
Heritage Investors Management Corp |
7 |
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
7 |
Weaver C. Barksdale & Associates, Inc. |
7 |
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
7 |
Atticus Wealth Management, Llc |
7 |
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
7 |
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
7 |
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
7 |
Fiduciary Alliance LLC |
7 |
Global Wealth Strategies & Associates |
7 |
New Century Financial Group, LLC |
7 |
CR Intrinsic Investors, LLC |
7 |
Meiji Yasuda Asset Management Co Ltd. |
7 |
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
7 |
Seeyond |
7 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
7 |
Peregrine Asset Advisers, Inc. |
7 |
Platte River Capital LLC |
7 |
Crestwood Advisors Group LLC |
7 |
Lanexa Management, Llc |
7 |
Richard Bernstein Advisors LLC |
7 |
GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
7 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
7 |
Schechter Investment Advisors, LLC |
7 |
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
7 |
Beaumont Financial Partners, LLC |
7 |
Falcon Edge Capital, LP |
7 |
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
7 |
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
7 |
Romano Brothers And Company |
7 |
Groupe la Francaise |
7 |
Summit Creek Advisors LLC |
7 |
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
7 |
Hoxton Financial, Inc. |
7 |
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
7 |
Magnus Financial Group LLC |
7 |
RHJ International SA |
7 |
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
7 |
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
7 |
Indus Capital Partners, Llc |
7 |
Atwood & Palmer Inc |
7 |
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
7 |
Foresters Investment Management Company, Inc. |
7 |
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M |
7 |
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
7 |
Sepio Capital, LP |
7 |
Gladstone Institutional Advisory LLC |
7 |
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
7 |
MMCAP International Inc. SPC |
7 |
Laurel Wealth Advisors, Inc. |
7 |
Handelsinvest Investeringsforvaltning |
7 |
Bares Capital Management, Inc. |
7 |
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
7 |
Central Pacific Bank - Trust Division |
7 |
Quaker Wealth Management, LLC |
7 |
Moisand Fitzgerald Tamayo, LLC |
7 |
Westport Resources Management Inc |
7 |
Abich Financial Wealth Management LLC |
7 |
Next Capital Management LLC |
7 |
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
7 |
Gruber & Mcbaine Capital Management Llc |
7 |
Tybourne Capital Management (hk) Ltd |
7 |
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
7 |
EHP Funds Inc. |
7 |
Investment House Llc |
7 |
Forsta Ap-fonden |
7 |
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
7 |
Financial Network Wealth Advisors LLC |
7 |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
7 |
EastBay Asset Management, LLC |
7 |
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
7 |
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
7 |
Howard Hughes Medical Institute |
7 |
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
7 |
Kalmar Investments Inc /de/ |
7 |
RK Capital Management, LLC |
7 |
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
7 |
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
Telemark Asset Management, LLC |
7 |
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
7 |
Wiley Bros.-aintree Capital, Llc |
7 |
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
7 |
Raiffeisen Bank International AG |
7 |
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
7 |
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
7 |
Northern Oak Wealth Management Inc |
7 |
Beaconlight Capital, Llc |
7 |
ACK Asset Management LLC |
7 |
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
7 |
Oliver Lagore Vanvalin Investment Group |
7 |
White Pine Capital Llc |
7 |
Values First Advisors, Inc. |
7 |
Psagot Value Holdings Ltd. / (Israel) |
7 |
Cambria Investment Management, L.P. |
7 |
Cowbird Capital Lp |
7 |
Orbis Allan Gray Ltd |
7 |
Oaktree Diversified Income Fund Inc. |
7 |
Moon Capital Management Lp |
7 |
Omega Advisors Inc. |
7 |
Chilton Investment Co Llc |
7 |
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
7 |
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
7 |
Caitlin John, LLC |
7 |
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
7 |
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
7 |
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class |
7 |
Mark Sheptoff Financial Planning, Llc |
7 |
Cranbrook Wealth Management, LLC |
7 |
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
7 |
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
7 |
Colonial Trust Advisors |
7 |
Partner Investment Management, L.P. |
7 |
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
7 |
Scge Management, L.p. |
7 |
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
7 |
Primecap Management Co/ca/ |
7 |
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
7 |
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
7 |
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
7 |
Hillhouse Capital Advisors, Ltd. |
7 |
Planning Capital Management Corp |
7 |
Bluestein R H & Co |
7 |
Lincoln National Corp |
7 |
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
7 |
Dubuque Bank & Trust Co |
7 |
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
7 |
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
7 |
NatWest Group plc |
7 |
Kelly Financial Services LLC |
7 |
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
7 |
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
7 |
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
7 |
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
7 |
Resources Management Corp /ct/ /adv |
7 |
Wakefield Asset Management LLLP |
7 |
AIA Investment Management Private Ltd |
7 |
GWM Asset Management Ltd |
7 |
Spears Abacus Advisors LLC |
7 |
Fifth Lane Capital, Lp |
7 |
ICONIQ Capital, LLC |
7 |
Peapack Gladstone Financial Corp |
7 |
State of New Jersey Common Pension Fund A |
7 |
Sagefield Capital LP |
7 |
Heritage Wealth Advisors |
7 |
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
7 |
Mark Asset Management Lp |
7 |
Taikang Asset Management (Hong Kong) Co Ltd |
7 |
Apis Capital Advisors, LLC |
7 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
7 |
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
7 |
Blue Arrow Capital Management Llc |
7 |
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
7 |
Stonegate Investment Group, LLC |
7 |
Premier Fund Managers Ltd |
7 |
Morton Brown Family Wealth, LLC |
7 |
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
7 |
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
7 |
Boulder Hill Capital Management Lp |
7 |
Azimuth Capital Management LLC |
7 |
Buckingham Strategic Partners |
7 |
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) |
7 |
NorthCrest Asset Manangement, LLC |
7 |
Oak Ridge Investments Llc |
7 |
Equitable Trust Co |
7 |
Avitas Wealth Management LLC |
7 |
Open Field Capital LLC |
7 |
Lee Capital Holdings LLC |
7 |
NuWave Investment Management, LLC |
7 |
Man Investments Ltd |
7 |
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
7 |
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
7 |
Sureview Capital Llc |
7 |
High Note Wealth, LLC |
7 |
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
7 |
Sand Grove Capital Management LLP |
7 |
Alliancebernstein Global High Income Fund Inc |
7 |
ANTIPODES PARTNERS Ltd |
7 |
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
7 |
Voisard Asset Management Group, Inc. |
7 |
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
7 |
Chiron Investment Management, LLC |
7 |
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
7 |
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
7 |
Wedmont Private Capital |
7 |
NWK Group, Inc. |
7 |
XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF |
7 |
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
7 |
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
7 |
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
7 |
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
7 |
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
7 |
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
7 |
Ellsworth Advisors, LLC |
7 |
Dumac, Inc. |
7 |
Total Investment Management Inc |
7 |
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
7 |
Zevenbergen Capital Investments Llc |
7 |
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
7 |
Fondren Management LP |
7 |
Community Bank, N.A. |
7 |
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
7 |
Profunds - Profund Vp Industrials |
7 |
Pineridge Advisors LLC |
7 |
Hughes Financial Services, LLC |
7 |
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
7 |
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
7 |
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
7 |
AIQ - Global X Funds - Global X Future Analytics Tech ETF |
7 |
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
7 |
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
7 |
Morse Asset Management, Inc |
7 |
Creekmur Asset Management LLC |
7 |
Emerald Investment Partners, Llc |
7 |
Dimension Capital Management Llc |
7 |
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
7 |
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
7 |
N.E.W. Advisory Services LLC |
7 |
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
7 |
AlphaStar Capital Management, LLC |
7 |
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
7 |
Bellevue Asset Management, Llc |
7 |
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
7 |
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
7 |
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
7 |
Centerpoint Advisors, LLC |
7 |
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
7 |
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
7 |
PNC Managed Account Solutions, Inc. |
7 |
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
7 |
VVSGX - VALIC Co I - Small Cap Growth Fund |
7 |
Marino, Stram & Associates Llc |
7 |
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
7 |
Xtx Markets Llc |
7 |
Hidden Lake Asset Management LP |
7 |
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
7 |
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
7 |
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
7 |
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
7 |
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
7 |
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
7 |
Profunds - Profund Vp Small-cap Growth |
7 |
KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF |
7 |
KWEB - Krane Shares Trust - KraneShares CSI China Internet ETF |
7 |
Pacific Capital Wealth Advisors, Inc |
7 |
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
7 |
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
7 |
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF |
7 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
7 |
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
7 |
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
Stonnington Group, Llc |
7 |
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
7 |
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
7 |
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
7 |
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
7 |
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
7 |
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
7 |
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
7 |
Geduld E E |
7 |
Contrarius Investment Management Ltd |
7 |
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
7 |
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
7 |
Chiron Capital Management, Llc |
7 |
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
7 |
FUKOKU MUTUAL LIFE INSURANCE Co |
7 |
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
7 |
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
7 |
Measured Wealth Private Client Group, LLC |
7 |
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
7 |
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
7 |
Core Bond Portfolio - Core Bond Portfolio |
7 |
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
7 |
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
7 |
BlackRock Capital Allocation Trust |
7 |
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
7 |
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
7 |
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
7 |
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
7 |
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
7 |
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
7 |
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
7 |
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
7 |
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
7 |
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
7 |
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
7 |
American Funds Insurance Series |
7 |
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
7 |
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
7 |
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
7 |
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
7 |
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
7 |
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
7 |
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
7 |
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
7 |
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
7 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
MANA Advisors LLC |
7 |
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
7 |
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
7 |
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
7 |
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
7 |
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
7 |
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
7 |
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
7 |
Abn Amro Investment Solutions |
7 |
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF |
7 |
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
Bainco International Investors |
7 |
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
7 |
Blackrock Science & Technology Trust |
7 |
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
7 |
Traynor Capital Management, Inc. |
7 |
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
7 |
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
HBK Sorce Advisory LLC |
7 |
Kowal Investment Group, LLC |
7 |
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
7 |
Safeguard Investment Advisory Group, LLC |
7 |
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
7 |
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
7 |
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
7 |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
7 |
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
7 |
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
7 |
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
7 |
Investment Management Corp of Ontario |
7 |
Guggenheim Strategic Opportunities Fund |
7 |
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
7 |
Washington Harbour Partners LP |
7 |
F/M Investments LLC |
7 |
Vanguard Convertible Securities Fund |
7 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
7 |
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
7 |
Arbor Capital Management Llc |
7 |
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
7 |
Steadfast Advisors Lp |
7 |
Untitled Investments Lp |
7 |
ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
7 |
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
7 |
Ativo Capital Management LLC |
7 |
Iron Horse Wealth Management, LLC |
7 |
Charter Oak Capital Management, LLC |
7 |
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
7 |
qPULA Trading Management LP |
7 |
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
7 |
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
7 |
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
7 |
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
7 |
Sage Mountain Advisors LLC |
7 |
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
7 |
Cannon Global Investment Management, LLC |
7 |
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF |
7 |
Blackrock Credit Allocation Income Trust |
7 |
Blackrock Multi-sector Income Trust |
7 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
7 |
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
7 |
Full18 Capital LLC |
7 |
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
7 |
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
7 |
Golden State Equity Partners |
7 |
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
7 |
UGPIX - PROFUNDS - UltraChina ProFund Investor Class |
7 |
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
7 |
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
7 |
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
7 |
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
7 |
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
7 |
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class |
7 |
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
7 |
Ardevora Asset Management LLP |
7 |
PENN SERIES FUNDS INC - Large Growth Stock Fund |
7 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
7 |
Envestnet Portfolio Solutions, Inc. |
7 |
Duncker Streett & Co Inc |
7 |
Zurich Insurance Group Ltd/FI |
7 |
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
7 |
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
7 |
black-and-white Capital LP |
6 |
ThornTree Capital Partners LP |
6 |
Lucha Capital Management, LP |
6 |
Sora Investors Llc |
6 |
Castle Rock Wealth Management, LLC |
6 |
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
6 |
Uniplan Investment Counsel, Inc. |
6 |
Mizuho Markets Americas Llc |
6 |
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
Greenhouse Funds LLLP |
6 |
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
6 |
Trustmark National Bank Trust Department |
6 |
Advantage Alpha Capital Partners LP |
6 |
LH Capital Markets, LLC |
6 |
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 |
6 |
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I |
6 |
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
6 |
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
6 |
Hexavest Inc. |
6 |
Clare Market Investments LLC |
6 |
Performa Ltd (US), LLC |
6 |
Black Swift Group, LLC |
6 |
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
6 |
Ridgewood Investments LLC |
6 |
Riverpark Capital Management Llc |
6 |
Maple Rock Capital Partners Inc. |
6 |
SeaTown Holdings Pte. Ltd. |
6 |
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
6 |
Founders Capital Management |
6 |
Zullo Investment Group, Inc. |
6 |
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
6 |
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
6 |
Landsberg, Bennett, & Dubbaneh LLC |
6 |
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
6 |
Independence Capital Asset Partners, LLC |
6 |
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
6 |
Atreides Management, LP |
6 |
Holloway Wealth Management, LLC |
6 |
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
6 |
Aua Capital Management, Llc |
6 |
Noked Capital LTD |
6 |
Neuberger Berman Next Generation Connectivity Fund Inc. |
6 |
Options Solutions, Llc |
6 |
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
6 |
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
6 |
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
6 |
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
6 |
Main Management ETF Advisors, LLC |
6 |
Duquesne Family Office LLC |
6 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
6 |
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 |
6 |
First Trust High Yield Opportunities 2027 Term Fund |
6 |
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
6 |
Intercontinental Wealth Advisors, LLC |
6 |
Calamos Global Total Return Fund |
6 |
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
6 |
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
6 |
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
6 |
Graves-Light Private Wealth Management, Inc. |
6 |
Mountain Capital Investment Advisors, Inc |
6 |
Sante Capital Fund, LP |
6 |
Winslow Capital Management, LLC |
6 |
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
6 |
Coastal Bridge Advisors, LLC |
6 |
Atw Spac Management Llc |
6 |
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
6 |
Nkcfo Llc |
6 |
Oaktree Fund Advisors, LLC |
6 |
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
6 |
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
6 |
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
6 |
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
6 |
Asturias Capital Llc |
6 |
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
6 |
Atlas Private Wealth Management |
6 |
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
6 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
6 |
Nuveen Multi-Asset Income Fund |
6 |
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
6 |
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
6 |
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
6 |
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
6 |
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
6 |
Stamina Capital Management Lp |
6 |
Tower View Investment Management & Research LLC |
6 |
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
6 |
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
6 |
Clearbridge, Llc |
6 |
Ballew Advisors, Inc |
6 |
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N |
6 |
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
6 |
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
6 |
Bellevue Group AG |
6 |
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class |
6 |
Corvex Management LP |
6 |
Hardy Reed LLC |
6 |
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
6 |
Invesco Senior Loan Fund |
6 |
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
6 |
Highline Capital Management, L.p. |
6 |
Chilton Capital Management Llc |
6 |
Sageworth Trust Co of South Dakota |
6 |
Rossby Financial, LCC |
6 |
Prince Street Capital Management LLC |
6 |
Invesco Bond Fund |
6 |
Glenview Capital Management, Llc |
6 |
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
6 |
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
6 |
Camden Capital, LLC |
6 |
Williams Jones & Associates LLC |
6 |
Accel Wealth Management |
6 |
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
6 |
Meteora Capital, LLC |
6 |
Certified Advisory Corp |
6 |
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
6 |
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
6 |
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
6 |
Qci Asset Management Inc/ny |
6 |
Brave Asset Management Inc |
6 |
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
6 |
Cromwell Holdings LLC |
6 |
GFG Capital, LLC |
6 |
CNB Bank |
6 |
Painted Porch Advisors LLC |
6 |
Quest Investment Management Llc |
6 |
BKF - iShares, Inc. - iShares MSCI BRIC ETF |
6 |
Institute for Wealth Management, LLC. |
6 |
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
6 |
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
6 |
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
6 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
6 |
Verity Asset Management, Inc. |
6 |
First Sabrepoint Capital Management Lp |
6 |
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
6 |
Coastal Capital Group, Inc. |
6 |
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
6 |
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
Cavalry Management Group, LLC |
6 |
Diversify Advisory Services, LLC |
6 |
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
6 |
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
6 |
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
6 |
Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF |
6 |
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
6 |
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF |
6 |
Oddo Bhf Asset Management Sas |
6 |
KAMES CAPITAL plc |
6 |
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class |
6 |
Cary Street Partners Financial Llc |
6 |
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
6 |
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
6 |
Insight Wealth Strategies, LLC |
6 |
Solstein Capital, LLC |
6 |
ROSS\JOHNSON & Associates LLC |
6 |
Crawford Fund Management, LLC |
6 |
Blackrock Core Bond Trust |
6 |
Blackrock Corporate High Yield Fund, Inc. |
6 |
J.Safra Asset Management Corp |
6 |
Chartwell Investment Partners/pa |
6 |
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
6 |
Allianzgi Convertible & Income 2024 Target Term Fund |
6 |
1620 Investment Advisors, Inc. |
6 |
Angeles Wealth Management, Llc |
6 |
Circumference Group LLC |
6 |
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
6 |
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
6 |
Burt Wealth Advisors |
6 |
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
6 |
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
6 |
Punch & Associates Investment Management, Inc. |
6 |
Virtue Capital Management, LLC |
6 |
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
6 |
Corbenic Partners LLC |
6 |
Palmer Square Opportunistic Income Fund |
6 |
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
6 |
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
6 |
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
6 |
Wealthquest Corp |
6 |
DSC Advisors, L.P. |
6 |
Trigran Investments, Inc. |
6 |
Paradigm Financial Advisors, LLC |
6 |
Aptus Capital Advisors, LLC |
6 |
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
6 |
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
6 |
Tributary Capital Management, LLC |
6 |
Mizuho Trust & Banking Co., Ltd. |
6 |
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
6 |
Trust Asset Management LLC |
6 |
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
6 |
Tran Capital Management, L.p. |
6 |
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
6 |
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
Croft-leominster Inc |
6 |
Great Diamond Partners, LLC |
6 |
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
6 |
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
6 |
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
6 |
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
6 |
Fortis Group Advisors, LLC |
6 |
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
6 |
AXS Investments LLC |
6 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
6 |
VGI Partners Ltd |
6 |
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
6 |
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
6 |
Banco de Sabadell, S.A |
6 |
Kent Lake Capital LLC |
6 |
Virtus Global Dividend & Income Fund Inc. |
6 |
Boston Trust Walden Corp |
6 |
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
6 |
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
6 |
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
6 |
Gabelli Equity Trust Inc |
6 |
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
6 |
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
6 |
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A |
6 |
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class |
6 |
Triasima Portfolio Management inc. |
6 |
Kodai Capital Management LP |
6 |
VCSVX - VALIC Co II - Small Cap Value Fund |
6 |
Melvin Capital Management LP |
6 |
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
6 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
6 |
Wellington Shields Capital Management, LLC |
6 |
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares |
6 |
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
6 |
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
6 |
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
6 |
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
6 |
ClearAlpha Technologies LP |
6 |
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
6 |
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
6 |
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
Blackstone / Gso Strategic Credit Fund |
6 |
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
6 |
Seawolf Capital, LLC |
6 |
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
6 |
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
6 |
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
6 |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
6 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I |
6 |
Thomas J. Herzfeld Advisors, Inc. |
6 |
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
6 |
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
TPG Group Holdings (SBS) Advisors, Inc. |
6 |
Palogic Value Management, L.P. |
6 |
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
6 |
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares |
6 |
Ironwood Investment Management Llc |
6 |
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
6 |
Northpointe Capital Llc |
6 |
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
6 |
Adams Street Partners Llc |
6 |
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
6 |
ICA Group Wealth Management, LLC |
6 |
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
6 |
Gerstein Fisher |
6 |
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
6 |
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
6 |
Wbi Investments, Inc. |
6 |
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
6 |
Bridges Investment Management Inc |
6 |
Ruffer LLP |
6 |
HWG Holdings LP |
6 |
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
6 |
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
6 |
PFS Partners, LLC |
6 |
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
6 |
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
6 |
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
6 |
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
6 |
Potomac Capital Management, Inc. |
6 |
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
6 |
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
6 |
Nair Vinay |
6 |
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
6 |
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares |
6 |
Silver Lake Group, L.L.C. |
6 |
Advisor Partners Ii, Llc |
6 |
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
6 |
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF |
6 |
Optimus Prime Fund Management Co., Ltd. |
6 |
WHV Investments, Inc. |
6 |
12 West Capital Management LP |
6 |
Pacifica Partners Inc. |
6 |
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
6 |
Rokos Capital Management LLP |
6 |
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF |
6 |
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares |
6 |
Northwest Investment Counselors, Llc |
6 |
Leonard Capital Management, Inc |
6 |
Tri-continental Corp |
6 |
YHB Investment Advisors, Inc. |
6 |
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
6 |
Credential Securities Inc. |
6 |
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
6 |
JCIC Asset Management Inc. |
6 |
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
6 |
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
6 |
Eubel Brady & Suttman Asset Management Inc |
6 |
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
6 |
TradeLink Global Equity LLC |
6 |
Curi Wealth Management, LLC |
6 |
Harvard Management Co Inc |
6 |
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
6 |
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
6 |
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
6 |
Shaker Investments Llc/oh |
6 |
RFP Financial Group LLC |
6 |
Firsthand Capital Management, Inc. |
6 |
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
6 |
Zazove Convertible Securities Fund Inc |
6 |
Crabel Capital Management, LLC |
6 |
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
6 |
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
6 |
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
6 |
Cedar Wealth Management, LLC |
6 |
PENN SERIES FUNDS INC - Mid Cap Growth Fund |
6 |
Sun Life Financial Inc |
6 |
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
6 |
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
6 |
6 Meridian |
6 |
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
6 |
Providence Capital Advisors, LLC |
6 |
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
6 |
Vista Wealth Management Group, LLC |
6 |
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
6 |
VitalStone Financial, LLC |
6 |
C WorldWide Group Holding A/S |
6 |
Hershey Trust Co |
6 |
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
6 |
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares |
6 |
Cfm Wealth Partners Llc |
6 |
Blackhawk Capital Partners LLC. |
6 |
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
6 |
Triad Wealth Partners, LLC |
6 |
Apex Capital Management |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
6 |
Harvey Partners, LLC |
6 |
Trust Co |
6 |
OneAscent Financial Services LLC |
6 |
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
6 |
Clarkston Capital Partners, LLC |
6 |
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
6 |
Harding Loevner Lp |
6 |
Dogwood Wealth Management LLC |
6 |
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
Ledyard National Bank |
6 |
Hoover Financial Advisors, Inc. |
6 |
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
6 |
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
6 |
Tealwood Asset Management Inc |
6 |
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund |
6 |
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
6 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
6 |
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share |
6 |
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
6 |
CFICX - CALVERT FUND - Calvert Income Fund Class A |
6 |
Guinness Atkinson Asset Management Inc |
6 |
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
6 |
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
6 |
Ckw Financial Group |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
6 |
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
6 |
Union Square Park Capital Management, LLC |
6 |
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
6 |
Ninety One North America, Inc. |
6 |
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
6 |
Kozak & Associates, Inc. |
6 |
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
6 |
MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
6 |
Nalls Sherbakoff Group, Llc |
6 |
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
6 |
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
6 |
AJOVista, LLC |
6 |
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
6 |
Noked Israel Ltd |
6 |
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
6 |
Pensionmark Financial Group, Llc |
6 |
FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
6 |
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
6 |
Greenwich Wealth Management LLC |
6 |
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
6 |
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF |
6 |
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
6 |
GFS Advisors, LLC |
6 |
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
6 |
Breakline Capital Llc |
6 |
Exencial Wealth Advisors, Llc |
6 |
Liberty All Star Growth Fund Inc. |
6 |
Makena Capital Management Llc |
6 |
Hl Financial Services Llc |
6 |
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
6 |
Ironwood Financial, llc |
6 |
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
6 |
Tenzing Global Management, LLC |
6 |
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
6 |
Syon Capital Llc |
6 |
OTA Financial Group L.P. |
6 |
Origin Asset Management LLP |
6 |
Capital International Sarl |
6 |
Cca Investments Trust |
6 |
Pacific Alternative Asset Management Company, Llc |
6 |
Heron Bay Capital Management |
6 |
Callan Family Office, LLC |
6 |
Nantahala Capital Management, LLC |
6 |
OGIG - OSI ETF Trust - O'Shares Global Internet Giants ETF |
6 |
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
6 |
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
6 |
Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
Brandywine Managers, Llc |
6 |
Lansforsakringar Fondforvaltning AB (publ) |
6 |
Beech Hill Advisors, Inc. |
6 |
Bain Capital Public Equity Management Ii, Llc |
6 |
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
6 |
Generation Investment Management Llp |
6 |
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
6 |
Stansberry Asset Management, Llc |
6 |
Mutual Advisors, LLC |
6 |
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
6 |
Third Point LLC |
6 |
Archer Investment Corp |
6 |
Sensato Investors LLC |
6 |
Ruane, Cunniff & Goldfarb Inc |
6 |
Titan Global Capital Management Usa Llc |
6 |
Columbia Pacific Advisors, LLC |
6 |
Sittner & Nelson, Llc |
6 |
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
6 |
Cim Investment Mangement Inc |
6 |
Underlying Funds Trust |
6 |
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
6 |
Cooper Investors Pty Ltd |
6 |
SummerHaven Investment Management, LLC |
6 |
Paragon Advisors, LLC |
6 |
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
6 |
Kassirer Asset Management Corp |
6 |
Gmt Capital Corp |
6 |
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
6 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
6 |
GURU - Global X Funds - Global X Guru Index ETF |
6 |
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
6 |
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
6 |
Baron Wealth Management LLC |
6 |
Eaton Financial Holdings Company, LLC |
6 |
XT - iSHARES TRUST - iShares Exponential Technologies ETF |
6 |
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
6 |
Stonehage Fleming (uk) Ltd |
6 |
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
6 |
Joel Isaacson & Co., LLC |
6 |
Daiwa SB Investments Ltd. |
6 |
Connacht Asset Management LP |
6 |
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
6 |
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
6 |
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
6 |
Inspire Advisors, LLC |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
6 |
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
6 |
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
6 |
Davide Leone & Partners Investment Co Ltd. |
6 |
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
6 |
Altus Wealth Group LLC |
6 |
Thb Asset Management |
6 |
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
6 |
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
Lebenthal Global Advisors, LLC |
6 |
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
6 |
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
6 |
La Banque Postale Asset Management SA |
6 |
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
6 |
Gryphon Financial Partners LLC |
6 |
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
6 |
Williams Jones Wealth Management, LLC. |
6 |
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
6 |
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II |
6 |
Brookstone Capital Management |
6 |
Brookside Capital Management Llc |
6 |
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS |
6 |
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
6 |
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
6 |
Garrett Wealth Advisory Group, LLC |
6 |
Gf Fund Management Co. Ltd. |
6 |
City Holding Co |
6 |
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
6 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
6 |
SOCL - Global X Funds - Global X Social Media ETF |
6 |
FundVantage Trust - Verplanck Balanced Fund |
6 |
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
6 |
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
6 |
Leavell Investment Management, Inc. |
6 |
Junson Asset Management (Hong Kong) Ltd |
6 |
Ranger Investment Management, L.P. |
6 |
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
6 |
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
6 |
Okumus Fund Management Ltd. |
6 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
6 |
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
6 |
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
6 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
6 |
Aj Wealth Strategies, Llc |
6 |
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
6 |
Unigestion Holding SA |
6 |
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
6 |
West Family Investments, Inc. |
6 |
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A |
6 |
Meiji Yasuda Life Insurance Co |
6 |
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
6 |
University Of Texas/texas Am Investment Managment Co |
6 |
RGT Wealth Advisors, LLC |
6 |
Hosking Partners LLP |
6 |
Bellwether Investment Group, LLC |
6 |
AustralianSuper Pty Ltd |
6 |
Lumature Wealth Partners, LLC |
6 |
Quantedge Capital Pte Ltd |
6 |
AlphaCore Capital LLC |
6 |
PSI Advisors, LLC |
6 |
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
6 |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
6 |
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
6 |
Davis Selected Advisers |
6 |
Mawer Investment Management Ltd. |
6 |
Madison Asset Management, LLC |
6 |
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
6 |
Vazirani Asset Management LLC |
6 |
Paragon Wealth Strategies, LLC |
6 |
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
6 |
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
6 |
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
6 |
Greenwood Capital Associates Llc |
6 |
Rubric Capital Management LP |
6 |
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
6 |
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
6 |
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
6 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
6 |
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF |
6 |
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB |
6 |
Alta Wealth Advisors LLC |
6 |
Privium Fund Management B.V. |
6 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
6 |
JT Stratford LLC |
6 |
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
6 |
OneAscent Wealth Management LLC |
6 |
AMF Pensionsforsakring AB |
6 |
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
6 |
Aurora Investment Counsel |
6 |
McAdam, LLC |
6 |
Caldwell Securities, Inc |
6 |
Industrial Alliance Investment Management Inc. |
6 |
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
6 |
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
6 |
Sabby Management, Llc |
6 |
China Universal Asset Management Co., Ltd. |
6 |
Manning & Napier Group, LLC |
6 |
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
6 |
Tortoise Index Solutions, LLC |
6 |
Beacon Capital Management, Inc. |
6 |
South Dakota Investment Council |
6 |
Meridian Wealth Management, LLC |
6 |
Canton Hathaway, LLC |
6 |
Context Partners Fund, L.p. |
6 |
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
6 |
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
6 |
Chicago Capital, LLC |
6 |
Caledonia (Private) Investments Pty Ltd |
6 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
6 |
Aegon Asset Management Uk Plc |
6 |
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
6 |
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
6 |
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
6 |
Operose Advisors LLC |
6 |
Fortis Capital Management LLC |
6 |
Claybrook Capital, LLC |
6 |
New Millennium Group LLC |
6 |
Glaxis Capital Management, LLC |
6 |
Lebenthal Asset Management, LLC |
6 |
Acuitas Investments, LLC |
6 |
ARGA Investment Management, LP |
6 |
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
6 |
Artal Group S.A. |
6 |
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
6 |
Baupost Group Llc/ma |
6 |
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
6 |
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
6 |
West Branch Capital LLC |
6 |
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
Candlestick Capital Management LP |
5 |
Matrix Capital Management Company, LP |
5 |
Chesapeake Wealth Management |
5 |
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
5 |
Affinity Wealth Management Llc |
5 |
Frontier Wealth Management LLC |
5 |
Ambassador Advisors, LLC |
5 |
Sone Capital Management, LLC |
5 |
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
5 |
Samalin Investment Counsel, LLC |
5 |
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
5 |
Sandy Cove Advisors, LLC |
5 |
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
5 |
Vetamer Capital Management, L.p. |
5 |
Hotchkis & Wiley Capital Management Llc |
5 |
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF |
5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
5 |
Ivory Investment Management, Llc |
5 |
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
5 |
Pegasus Partners Ltd. |
5 |
Texas Yale Capital Corp. |
5 |
CHICAGO TRUST Co NA |
5 |
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
5 |
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
5 |
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
STFBX - Advisers Investment Trust - State Farm Balanced Fund |
5 |
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
5 |
Munder Capital Management |
5 |
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
5 |
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
5 |
Strategic Global Advisors, LLC |
5 |
Spectrum Management Group, LLC |
5 |
Affinity Investment Advisors, Llc |
5 |
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
5 |
Synergy Financial Management, LLC |
5 |
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
5 |
Russell Clark Investment Management Ltd |
5 |
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
5 |
Pictet & Cie (Europe) SA |
5 |
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
5 |
Gen-Wealth Partners Inc |
5 |
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
5 |
Symmetry Investments LP |
5 |
Elephas Investment Management Ltd |
5 |
TriOaks Capital Management L.P. |
5 |
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
5 |
Schwartz Investment Counsel Inc |
5 |
Apriem Advisors |
5 |
Menard Financial Group LLC |
5 |
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares |
5 |
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF |
5 |
Retirement Planning Co of New England, Inc. |
5 |
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
5 |
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
5 |
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
5 |
Wetzel Investment Advisors, Inc. |
5 |
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
5 |
Surevest, LLC |
5 |
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
5 |
WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF |
5 |
Intrepid Capital Management Inc |
5 |
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
5 |
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
Wealth Management Associates, Inc. |
5 |
Azora Capital LP |
5 |
EWEB - Global X Funds - Global X Emerging Markets Internet & E-commerce ETF |
5 |
Selz Capital LLC |
5 |
Marxe Austin W & Greenhouse David M |
5 |
Diameter Capital Partners LP |
5 |
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF |
5 |
Sfmg, Llc |
5 |
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
5 |
IPG Investment Advisors LLC |
5 |
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA |
5 |
25 Llc |
5 |
Grey Street Capital, LLC |
5 |
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
5 |
New England Asset Management Inc |
5 |
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
5 |
LVW Advisors, LLC |
5 |
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
Tt International |
5 |
Carrhae Capital LLP |
5 |
Syverson Strege & Co |
5 |
Fullerton Fund Management Co Ltd |
5 |
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund |
5 |
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
5 |
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares |
5 |
GoalVest Advisory LLC |
5 |
Miles Capital, Inc. |
5 |
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
5 |
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
5 |
Scout Funds |
5 |
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
5 |
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
5 |
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
5 |
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
5 |
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
5 |
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares |
5 |
Winton Capital Management Ltd |
5 |
Gq Asset Management, Llc |
5 |
Legacy Wealth Asset Management, LLC |
5 |
Princeton Global Asset Management LLC |
5 |
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
5 |
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
5 |
S.A. Mason LLC |
5 |
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
5 |
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
5 |
Cloverdale Capital Management, LLC |
5 |
HBW Advisory Services LLC |
5 |
Continental Advisors Llc |
5 |
IronBridge Private Wealth, LLC |
5 |
Friedenthal Financial |
5 |
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
5 |
CCMG - EA Series Trust - CCM Global Equity ETF |
5 |
Glynn Capital Management Llc |
5 |
VBCVX - VALIC Co I - Systematic Value Fund |
5 |
Standard Life Investments LTD |
5 |
Sentinel Asset Management, Inc. |
5 |
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
5 |
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
5 |
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
5 |
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
5 |
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
5 |
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T |
5 |
Sandia Investment Management LP |
5 |
First PREMIER Bank |
5 |
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
5 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
5 |
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
5 |
Ophir Asset Management Pty Ltd |
5 |
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
5 |
GQG Partners LLC |
5 |
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
5 |
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
5 |
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
5 |
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
5 |
Frank, Rimerman Advisors LLC |
5 |
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
5 |
Mizuho Markets Cayman LP |
5 |
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
5 |
Atala Financial Inc |
5 |
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
5 |
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
5 |
Fairview Capital Investment Management, Llc |
5 |
VASMX - VALIC Co II - Small Cap Growth Fund |
5 |
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
5 |
IXN - iSHARES TRUST - iShares Global Tech ETF |
5 |
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
5 |
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
5 |
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class |
5 |
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
5 |
Blue Grotto Capital, LLC |
5 |
Cypress Growth Fund Iii Lp |
5 |
Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
5 |
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
5 |
Rockefeller Financial Services Inc |
5 |
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
5 |
Chescapmanager LLC |
5 |
W.G. Shaheen & Associates DBA Whitney & Co |
5 |
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
5 |
Grace Capital |
5 |
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
5 |
Anderson Hoagland & Co |
5 |
Davidson Kempner Partners |
5 |
J. Safra Sarasin Holding AG |
5 |
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
5 |
Kiley Juergens Wealth Management, Llc |
5 |
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
5 |
Reby Advisors, LLC |
5 |
Van Berkom & Associates Inc. |
5 |
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
5 |
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
5 |
Portside Wealth Group, LLC |
5 |
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
5 |
IMS Capital Management |
5 |
IAG Wealth Partners, LLC |
5 |
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
5 |
Signature Estate & Investment Advisors Llc |
5 |
Conestoga Capital Advisors, LLC |
5 |
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
5 |
Trust Co Of Toledo Na /oh/ |
5 |
Catamount Wealth Management |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
5 |
Quaero Capital S.A. |
5 |
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
5 |
Sender Co & Partners, Inc. |
5 |
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
5 |
Ashmore Group plc |
5 |
Greenhaven Road Investment Management, L.P. |
5 |
Redhawk Wealth Advisors, Inc. |
5 |
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
5 |
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
5 |
Pacific Grove Capital LP |
5 |
Fortem Financial Group, Llc |
5 |
Tortoise Capital Advisors, L.l.c. |
5 |
Delphi Management Inc /ma/ |
5 |
Zions Bancorporation, National Association /ut/ |
5 |
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
Red Tortoise LLC |
5 |
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund |
5 |
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
Atherton Lane Advisers, Llc |
5 |
Fayez Sarofim & Co |
5 |
Hc Financial Advisors Inc |
5 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
5 |
Ameriflex Group, Inc. |
5 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
5 |
Ovata Capital Management Ltd |
5 |
Platform Technology Partners |
5 |
McCarthy Asset Management, Inc. |
5 |
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
5 |
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
5 |
PWS - Pacer Funds Trust - Pacer WealthShield ETF |
5 |
Metavasi Capital LP |
5 |
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
5 |
Partners Capital Investment Group, Llp |
5 |
Repertoire Partners LP |
5 |
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
5 |
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
5 |
City Financial Investment Co Ltd |
5 |
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
5 |
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
5 |
Seaport Global Advisors, LLC |
5 |
Mizuho Asset Management Co.,Ltd. |
5 |
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
5 |
Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
Anfield Capital Management, LLC |
5 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
5 |
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF |
5 |
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
5 |
Bridgeworth, LLC |
5 |
John G Ullman & Associates Inc |
5 |
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
5 |
Altrinsic Global Advisors Llc |
5 |
EA Series Trust |
5 |
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
Old Point Trust & Financial Services N A |
5 |
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
5 |
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
5 |
Avondale Wealth Management |
5 |
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
5 |
First National Bank Of Omaha |
5 |
Todd Asset Management Llc |
5 |
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
5 |
Credit Suisse High Yield Bond Fund |
5 |
MILN - Global X Funds - Global X Millennials Thematic ETF |
5 |
Yong Rong (HK) Asset Management Ltd |
5 |
Concurrent Investment Advisors, LLC |
5 |
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
5 |
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
5 |
Us Global Investors Funds |
5 |
Henrickson Nauta Wealth Advisors, Inc. |
5 |
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
5 |
San Luis Wealth Advisors LLC |
5 |
BOSS - Global X Funds - Global X Founder-Run Companies ETF |
5 |
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
5 |
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
180 Wealth Advisors, Llc |
5 |
Omnia Family Wealth, LLC |
5 |
Iridian Asset Management Llc/ct |
5 |
Hartford Financial Management Inc. |
5 |
Seven Springs Wealth Group, LLC |
5 |
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
5 |
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
5 |
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
5 |
WATWX - WANGER ADVISORS TRUST - Wanger Select |
5 |
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
5 |
CLOU - Global X Funds - Global X Cloud Computing ETF |
5 |
New Mountain Vantage Advisers, L.l.c. |
5 |
Garnet Equity Capital Holdings, Inc. |
5 |
Tranquility Partners, LLC |
5 |
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
5 |
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
5 |
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
5 |
Gables Capital Management Inc. |
5 |
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
5 |
Sheets Smith Investment Management |
5 |
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
5 |
Rpo Llc |
5 |
Orinda Asset Management LLC |
5 |
Monument Capital Management |
5 |
Shinko Asset Management Co., Ltd. |
5 |
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
5 |
Bremer Trust National Association |
5 |
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
5 |
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
5 |
Greenlight Capital Inc |
5 |
Lowe Wealth Advisors, LLC |
5 |
EPG Wealth Management LLC |
5 |
First Community Trust Na |
5 |
Kingswood Wealth Advisors, Llc |
5 |
13D Management LLC |
5 |
AMG National Trust Bank |
5 |
Ratan Capital Management LP |
5 |
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
5 |
Trust Point Inc. |
5 |
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
5 |
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
5 |
Quantum Capital Management |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
5 |
Stonebridge Capital Management Inc |
5 |
Napatree Capital Llc |
5 |
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A |
5 |
Heartland Advisors Inc |
5 |
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
5 |
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
5 |
Gilbert & Cook, Inc. |
5 |
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
5 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
5 |
Sessa Capital IM, L.P. |
5 |
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
5 |
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
Optimal Asset Management, Inc. |
5 |
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
5 |
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
Insight Holdings Group, LLC |
5 |
DecisionPoint Financial, LLC |
5 |
Partnervest Advisory Services LLC |
5 |
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF |
5 |
iA Global Asset Management Inc. |
5 |
Family Firm, Inc. |
5 |
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
5 |
St Germain D J Co Inc |
5 |
Aspect Partners, LLC |
5 |
Meritage Group LP |
5 |
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
5 |
Scopia Capital Management Lp |
5 |
Wright Investors Service Inc |
5 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
5 |
Stancorp Investment Advisers Inc |
5 |
Seldon Capital Lp |
5 |
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
5 |
Clal Insurance Enterprises Holdings Ltd |
5 |
Roundview Capital LLC |
5 |
Requisite Capital Management, LLC |
5 |
Regal Wealth Group, Inc. |
5 |
LM Advisors LLC |
5 |
Addison Advisors LLC |
5 |
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
5 |
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
5 |
Tiaa, Fsb |
5 |
Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
Kanaly Trust Co |
5 |
Horan Capital Advisors, LLC. |
5 |
Must Asset Management Inc. |
5 |
Northwestern Mutual Investment Services Llc |
5 |
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
5 |
Kathmere Capital Management, LLC |
5 |
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
5 |
Tabor Asset Management, LP |
5 |
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
5 |
Monaco Asset Management SAM |
5 |
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
5 |
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
5 |
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
5 |
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
5 |
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A |
5 |
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
5 |
Prentiss Smith & Co Inc |
5 |
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
5 |
Steamboat Capital Partners, LLC |
5 |
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
5 |
American Financial Network Advisory Services Llc |
5 |
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
5 |
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
5 |
Simplicity Wealth,LLC |
5 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
5 |
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
5 |
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
5 |
Regents Of The University Of California |
5 |
Aviance Capital Management, Llc |
5 |
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
Prime Capital Management Co Ltd |
5 |
Close Asset Management Ltd |
5 |
LifePlan Financial Group, Inc |
5 |
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
5 |
Lunia Capital Lp |
5 |
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
5 |
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
5 |
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund |
5 |
ISAM Funds (UK) Ltd |
5 |
CG Asset Management LLC |
5 |
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
Loews Corp |
5 |
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
5 |
Valued Wealth Advisors LLC |
5 |
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
5 |
OmniStar Financial Group, Inc. |
5 |
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
5 |
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
Clark Estates Inc/ny |
5 |
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
5 |
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
5 |
Principia Wealth Advisory, LLC |
5 |
Cowen Prime Advisors LLC |
5 |
Tiger Pacific Capital LP |
5 |
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
5 |
Apollo Senior Floating Rate Fund Inc. |
5 |
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
5 |
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
5 |
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
5 |
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV |
5 |
Tekne Capital Management, LLC |
5 |
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A |
5 |
Cordatus Wealth Management LLC |
5 |
Waldron Private Wealth LLC |
5 |
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
5 |
Osmium Partners, LLC |
5 |
Aevitas Wealth Management, Inc. |
5 |
Putnam ETF Trust - Putnam Sustainable Future ETF - |
5 |
CQQQ - Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF |
5 |
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund |
5 |
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A |
5 |
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
5 |
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
5 |
Cascabel Management LP |
5 |
No Street GP LP |
5 |
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
5 |
Price Wealth Management, Inc. |
5 |
De Burlo Group Inc |
5 |
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
5 |
Ibex Wealth Advisors |
5 |
Arrow Financial Corp |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
5 |
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
5 |
New Wave Wealth Advisors Llc |
5 |
HMS Capital Management, LLC |
5 |
Degroof Petercam Asset Management |
5 |
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
5 |
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
5 |
Ascent Group, LLC |
5 |
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
5 |
Sycomore Asset Management |
5 |
Sphinx Trading, Lp |
5 |
GGBFX - GuideStone Funds - Global Bond Fund Investor |
5 |
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
5 |
Harvey Capital Management Inc |
5 |
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
5 |
Budros, Ruhlin & Roe, Inc. |
5 |
Xai Octagon Floating Rate & Alternative Income Term Trust |
5 |
HN Saltoro Capital, LP |
5 |
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
5 |
Arena Investors LP |
5 |
Atalan Capital Partners, LP |
5 |
Diamond Hill Capital Management Inc |
5 |
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
LGT Financial Advisors LLC |
5 |
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
5 |
Point View Wealth Management, Inc. |
5 |
Antipodean Advisors LLC |
5 |
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF |
5 |
Strategic Investment Solutions, Inc. /IL |
5 |
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
5 |
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
5 |
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
Wealth Quarterback LLC |
5 |
American Trust |
5 |
Alpha Family Trust |
5 |
Dynamic Capital Management Ltd |
5 |
Griffin Asset Management, Inc. |
5 |
Clarus Wealth Advisors |
5 |
Grandview Asset Management LLC |
5 |
Invesco Dynamic Credit Opportunities Fund |
5 |
Rakuten Investment Management, Inc. |
5 |
1 North Wealth Services Llc |
5 |
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
5 |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
5 |
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
5 |
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
5 |
Amplify ETF Trust - Amplify Mobile Payments ETF |
5 |
Aries Wealth Management |
5 |
Wilmington Funds Management Corp |
5 |
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
5 |
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
5 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
5 |
American National Insurance Co /tx/ |
5 |
Herndon Capital Management Llc |
5 |
Markston International Llc |
5 |
Adams Diversified Equity Fund, Inc. |
5 |
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares |
5 |
Emancipation Management LLC |
5 |
Bullseye Asset Management LLC |
5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
5 |
RMR Wealth Builders |
5 |
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
5 |
Bridgewater Advisors Inc. |
5 |
Ronit Capital LLP |
5 |
Security National Trust Co |
5 |
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
5 |
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
5 |
Prudence Asset Management Ltd |
5 |
Lee Danner & Bass Inc |
5 |
Full Sail Capital, LLC |
5 |
PGGM Investments |
5 |
Bragg Financial Advisors, Inc |
5 |
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
5 |
Hoey Investments, Inc |
5 |
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
5 |
BankPlus Trust Department |
5 |
CI Global Investments Inc. |
5 |
Prentice Wealth Management LLC |
5 |
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
5 |
SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
5 |
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF |
5 |
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
Franklin Ltd Duration Income Trust |
5 |
Manulife Financial Corp |
5 |
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares |
5 |
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
5 |
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
5 |
Norden Group Llc |
5 |
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
Shamrock Asset Management LLC |
5 |
Alpha Cubed Investments, LLC |
5 |
Keebeck Wealth Management, LLC |
5 |
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
5 |
Strategy Asset Managers Llc |
5 |
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
5 |
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
5 |
Bahl & Gaynor Inc |
5 |
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
5 |
Delaware Enhanced Global Dividend & Income Fund |
5 |
BRC Investment Management LLC |
5 |
JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
SIH Partners, LLLP |
5 |
Ilmarinen Mutual Pension Insurance Co |
5 |
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
5 |
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
5 |
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
5 |
RWM Asset Management, LLC |
5 |
Polymer Capital Management (HK) LTD |
5 |
Renaissance Capital LLC |
5 |
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF |
5 |
S&t Bank/pa |
5 |
Joseph P. Lucia & Associates, LLC |
5 |
Kylin Management LLC |
5 |
Accent Capital Management, LLC |
5 |
Aviso Financial Inc. |
5 |
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
5 |
Synergy Financial Group, LTD |
5 |
Capital International Ltd /ca/ |
5 |
Cornerstone Wealth Group, LLC |
5 |
Genesee Valley Trust Co |
5 |
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
5 |
Lone Pine Capital Llc |
5 |
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
5 |
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
5 |
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
5 |
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
5 |
High Net Worth Advisory Group LLC |
5 |
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
5 |
Norinchukin Bank, The |
5 |
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
5 |
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
Gargoyle Investment Advisor L.L.C. |
5 |
LGT Group Foundation |
5 |
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
5 |
Hazlett, Burt & Watson, Inc. |
5 |
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
5 |
Retireful, LLC |
5 |
American Capital Management Inc |
5 |
ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
5 |
Brandywine Oak Private Wealth Llc |
5 |
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
5 |
Price Capital Management, Inc. |
5 |
Clarius Group, LLC |
5 |
SRS Investment Management, LLC |
5 |
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
5 |
Sarissa Consulting Llc |
5 |
Optas, LLC |
5 |
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
RFG Advisory, LLC |
5 |
Cat Rock Capital Management Lp |
5 |
HYLD - Exchange Listed Funds Trust - High Yield ETF |
5 |
Wrapmanager Inc |
5 |
Hurley Capital, LLC |
5 |
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
5 |
Bell Rock Capital Llc |
5 |
Wealth Architects, LLC |
5 |
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
5 |
Tiger Eye Capital LLC |
5 |
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
5 |
DSAM Partners (London) Ltd |
5 |
VIEX Capital Advisors, LLC |
5 |
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
5 |
Rothschild Investment Corp /il |
5 |
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
5 |
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
5 |
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
5 |
Comgest Global Investors S.a.s. |
5 |
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
5 |
Syntal Capital Partners, LLC |
5 |
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
5 |
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
5 |
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
5 |
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class |
5 |
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF |
5 |
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
5 |
Nfj Investment Group, Llc |
5 |
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
5 |
Godsey & Gibb Associates |
5 |
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
5 |
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
5 |
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
5 |
Fedenia Advisers LLC |
5 |
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A |
5 |
Exane Asset Management |
5 |
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
5 |
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
5 |
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
5 |
Range Financial Group LLC |
5 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
5 |
Juncture Wealth Strategies, Llc |
5 |
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
5 |
O'Neil Global Advisors, Inc. |
5 |
Mount Lucas Management LP |
5 |
Semanteon Capital Management, LP |
5 |
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF |
5 |
Ariose Capital Management Ltd |
5 |
Karani Asset Management LLC |
5 |
VEGN - ETF Series Solutions - US Vegan Climate ETF |
5 |
Alpha Omega Wealth Management LLC |
5 |
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
Osborn Rohs Williams & Donohoe Ltd |
5 |
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
5 |
Intact Investment Management Inc. |
5 |
Robertson Stephens Wealth Management, LLC |
5 |
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
5 |
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
5 |
Armbruster Capital Management, Inc. |
5 |
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
5 |
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
5 |
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
5 |
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
5 |
REAP Financial Group, LLC |
5 |
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
5 |
Gagnon Advisors, LLC |
5 |
Gillson Capital LP |
5 |
Senator Investment Group LP |
5 |
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
5 |
TrinityPoint Wealth, LLC |
5 |
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
5 |
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
5 |
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
5 |
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
5 |
Maxi Investments CY Ltd |
5 |
Kathleen S. Wright Associates Inc. |
5 |
Santori & Peters, Inc. |
5 |
Ford Financial Group, LLC |
5 |
F&C Asset Management plc |
5 |
Otter Creek Advisors, LLC |
5 |
Burns Matteson Capital Management, LLC |
5 |
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
5 |
DHJJ Financial Advisors, Ltd. |
5 |
Sheaff Brock Investment Advisors, LLC |
5 |
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
5 |
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
5 |
RPG Investment Advisory, LLC |
5 |
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
ProVise Management Group, LLC |
5 |
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
5 |
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
Berkshire Capital Holdings Inc |
5 |
Elmwood Wealth Management, Inc. |
5 |
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
5 |
Murphy & Mullick Capital Management Corp |
5 |
Aubrey Capital Management Ltd |
5 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
5 |
Brasada Capital Management, Lp |
5 |
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
5 |
LMR Master Fund Ltd |
5 |
ZIG - ETF Series Solutions - The Acquirers Fund |
5 |
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
5 |
Think Investments LP |
5 |
Achievement Holdings L.P. |
5 |
Chase Investment Counsel Corp |
5 |
CoreFirst Bank & Trust |
5 |
Moody Lynn & Lieberson, Llc |
5 |
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
5 |
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
5 |
KEYWISE CAPITAL MANAGEMENT Ltd |
5 |
Blackrock Master Llc |
5 |
Glg Inc. |
5 |
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
5 |
TradeLink Capital LLC |
5 |
Fort Point Capital Partners LLC |
5 |
Jackson, Grant Investment Advisers, Inc. |
5 |
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
5 |
Integrated Advisors Network LLC |
5 |
Lamond Capital Partners LLC |
5 |
Wellington Shields & Co., LLC |
5 |
Reuter James Wealth Management, Llc |
5 |
Golden Gate Private Equity, Inc. |
5 |
Mascoma Wealth Management LLC |
5 |
Wildcat Capital Management, LLC |
5 |
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
5 |
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
5 |
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
5 |
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
5 |
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
5 |
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
5 |
Financial Synergies Wealth Advisors, Inc. |
5 |
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
5 |
Independence Bank of Kentucky |
5 |
SWS Partners |
5 |
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
5 |
Ninety One SA (PTY) Ltd |
5 |
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
5 |
Advisor OS, LLC |
5 |
Nokomis Capital, L.L.C. |
5 |
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
5 |
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
5 |
Empirical Finance, LLC |
5 |
1623 Capital LLC |
5 |
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
5 |
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
5 |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
5 |
Capital Management Associates /ny/ |
5 |
FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
5 |
Sentry Investment Management Llc |
5 |
Invicta Capital Management, LLC |
5 |
EdgeRock Capital LLC |
5 |
Gabelli Global Small & Mid Cap Value Trust |
5 |
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF |
5 |
Principal Street Partners, LLC |
5 |
Scarborough Advisors, LLC |
5 |
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF |
5 |
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
5 |
Athena Capital Advisors Llc |
5 |
PFG Private Wealth Management, LLC |
5 |
Global Income Builder Portfolio - Global Income Builder Portfolio |
5 |
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
Putnam ETF Trust - Putnam ESG High Yield ETF - |
5 |
ShearLink Capital, LLC |
5 |
Personal Cfo Solutions, Llc |
5 |
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
5 |
JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
5 |
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
5 |
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
5 |
Dinsmore Capital Management Co/nj |
5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
5 |
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
5 |
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing |
5 |
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
Verdad Advisers, LP |
5 |
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
5 |
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
5 |
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
5 |
Gabelli Go Anywhere Trust |
5 |
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
5 |
Blackstone / Gso Long-short Credit Income Fund |
5 |
Blackstone / Gso Senior Floating Rate Term Fund |
5 |
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
5 |
John Hancock Income Securities Trust |
5 |
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
5 |
Core Alternative Capital |
5 |
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
5 |
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
5 |
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
5 |
Thoroughbred Financial Services, Llc |
5 |
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
5 |
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
5 |
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
5 |
Heck Capital Advisors, LLC |
5 |
Americafirst Capital Management, Llc |
5 |
Cypress Capital, LLC |
5 |
Cove Street Capital, LLC |
5 |
Detwiler Fenton Investment Management LLC |
5 |
Level Financial Advisors, Inc. |
5 |
VSTIX - VALIC Co I - Stock Index Fund |
5 |
Polen Capital Management Llc |
5 |
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
5 |
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
5 |
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
5 |
Bremer Bank National Association |
5 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
4 |
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
4 |
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
4 |
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
4 |
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
4 |
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
4 |
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
4 |
Halbert Hargrove Global Advisors, Llc |
4 |
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
4 |
Carnegie Capital Asset Management, LLC |
4 |
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
4 |
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
British Airways Pensions Investment Management Ltd |
4 |
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
4 |
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
4 |
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF |
4 |
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares |
4 |
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
4 |
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
4 |
POM Investment Strategies, LLC |
4 |
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
4 |
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
4 |
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
4 |
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
4 |
Concourse Capital Management, LLC |
4 |
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund |
4 |
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
4 |
Profunds - Profund Vp Large-cap Value |
4 |
Leisure Capital Management |
4 |
Profunds - Profund Vp Mid-cap Growth |
4 |
Profunds - Profund Vp Ultramid-cap |
4 |
Profunds - Profund Vp Bull |
4 |
Profunds - Profund Vp Ultrabull |
4 |
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
4 |
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
4 |
Fiduciary Trust Co |
4 |
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A |
4 |
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
4 |
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
4 |
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A |
4 |
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
4 |
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
4 |
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
4 |
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
4 |
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
4 |
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
4 |
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
4 |
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
4 |
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
4 |
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
4 |
CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
4 |
M&G Plc |
4 |
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
4 |
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
4 |
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
4 |
Kentucky Retirement Systems |
4 |
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
4 |
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
4 |
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio |
4 |
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
4 |
Mediolanum International Funds Ltd |
4 |
Cypress Wealth Advisors LLC |
4 |
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
4 |
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
4 |
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
4 |
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
4 |
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
4 |
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
4 |
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
4 |
Ipswich Investment Management Co., Inc. |
4 |
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
4 |
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
4 |
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
4 |
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares |
4 |
Focus Financial Network, Inc. |
4 |
First City Capital Management, Inc. |
4 |
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
4 |
FINX - Global X Funds - Global X FinTech ETF |
4 |
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
KRMA - Global X Funds - Global X Conscious Companies ETF |
4 |
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
4 |
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
4 |
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF |
4 |
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund |
4 |
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
4 |
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A |
4 |
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
4 |
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
4 |
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I |
4 |
Guardian Capital Lp |
4 |
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
4 |
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF |
4 |
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
4 |
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
4 |
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
4 |
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
4 |
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
4 |
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
Ironwood Investment Counsel, LLC |
4 |
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
4 |
Modus Advisors, LLC |
4 |
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
4 |
Elliott Investment Management L.P. |
4 |
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
4 |
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
4 |
Advisors Capital Management, LLC |
4 |
Aris Wealth Services, Inc. |
4 |
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
4 |
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
4 |
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
4 |
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
4 |
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
4 |
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
4 |
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class |
4 |
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
4 |
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
4 |
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
4 |
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
4 |
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
4 |
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF |
4 |
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
4 |
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
4 |
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
4 |
CPI - IndexIQ ETF Trust - IQ Real Return ETF |
4 |
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I |
4 |
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
4 |
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A |
4 |
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
4 |
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
4 |
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
4 |
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
4 |
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
4 |
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
4 |
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
4 |
Choate Investment Advisors |
4 |
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF |
4 |
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
4 |
BLPIX - Profunds - Bull Profund Investor Class |
4 |
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
4 |
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
4 |
Fairman Group, LLC |
4 |
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
4 |
CHIC - Global X Funds - Global X MSCI China Communication Services ETF |
4 |
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
4 |
SCIU - Global X Funds - Global X Scientific Beta US ETF |
4 |
ULPIX - Profunds - Ultrabull Profund Investor Class |
4 |
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
4 |
LVPIX - Profunds - Large-cap Value Profund Investor Class |
4 |
Cypress Capital Management Llc |
4 |
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
4 |
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF |
4 |
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF |
4 |
Maryland Capital Management |
4 |
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
4 |
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
4 |
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
4 |
Welch & Forbes Llc |
4 |
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
4 |
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
4 |
Cabot Wealth Management Inc |
4 |
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
4 |
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
4 |
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
4 |
Andor Capital Management, L.l.c. |
4 |
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
4 |
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
4 |
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
4 |
Sustainable Growth Advisers, LP |
4 |
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class |
4 |
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
4 |
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
4 |
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
4 |
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
4 |
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
4 |
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
4 |
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
4 |
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
4 |
Transcendent Capital Group LLC |
4 |
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
4 |
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
4 |
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF |
4 |
3G Capital Partners LP |
4 |
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
4 |
Edmond De Rothschild Asset Management (france) |
4 |
Nova Wealth Management, Inc. |
4 |
Sarasin & Partners LLP |
4 |
Nichols Asset Management LLC |
4 |
Veritas Asset Management LLP |
4 |
SeaBridge Investment Advisors LLC |
4 |
Linscomb & Williams, Inc. |
4 |
Clear Investment Research, Llc |
4 |
Investment Counselors Of Maryland Llc |
4 |
Connable Office Inc |
4 |
Integrated Wealth Counsel, Llc |
4 |
Capitolis Liquid Global Markets LLC |
4 |
Delta Global Management LP |
4 |
1858 Wealth Management, Llc |
4 |
Morgens Waterfall Vintiadis & Co Inc |
4 |
Catalytic Wealth RIA, LLC |
4 |
North Star Asset Management Inc |
4 |
Pillar Pacific Capital Management Llc |
4 |
Argentus Capital Management, LLC |
4 |
S-Bank Fund Management Ltd |
4 |
Marathon Partners Equity Management, LLC |
4 |
Atlantic Edge Private Wealth Management, LLC |
4 |
ASR Vermogensbeheer N.V. |
4 |
Jensen Investment Management Inc |
4 |
Savvy Advisors, Inc. |
4 |
Signature Resources Capital Management, LLC |
4 |
Unique Wealth Strategies, LLC |
4 |
First Heartland Consultants, Inc. |
4 |
Palladium Partners Llc |
4 |
Gilliland Jeter Wealth Management LLC |
4 |
Kingdom Ridge Capital, LLC |
4 |
Kopp Investment Advisors Llc |
4 |
WestEnd Advisors, LLC |
4 |
EUSM - Strategy Shares - Eventide US Market ETF |
4 |
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
Smith, Graham & Co., Investment Advisors, LP |
4 |
MU Investments Co., Ltd. |
4 |
Woodley Farra Manion Portfolio Management Inc |
4 |
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
Private Wealth Partners, LLC |
4 |
AT Bancorp |
4 |
Community Financial Services Group, LLC |
4 |
Peddock Capital Advisors, Llc |
4 |
BKM Wealth Management, LLC |
4 |
Jamison Private Wealth Management, Inc. |
4 |
Gateway Investment Advisers Llc |
4 |
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
4 |
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF |
4 |
Financial Consulate, Inc |
4 |
Sylebra Capital Llc |
4 |
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares |
4 |
Putnam Fl Investment Management Co |
4 |
Guild Investment Management, Inc. |
4 |
Knollwood Investment Advisory, LLC |
4 |
Carl Domino Inc |
4 |
Breton Hill Capital Ltd. |
4 |
Wood Tarver Financial Group, LLC |
4 |
Causeway Capital Management Llc |
4 |
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
4 |
Mason Capital Management Llc |
4 |
Williams & Novak, LLC |
4 |
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
4 |
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
4 |
Fore Research & Management, LP |
4 |
New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
4 |
Smart Portfolios, LLC |
4 |
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
4 |
Scopus Asset Management, L.p. |
4 |
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund |
4 |
Halpern Financial, Inc. |
4 |
Jetstream Capital LLC |
4 |
Ion Asset Management Ltd. |
4 |
Prosperity Financial Group, Inc. |
4 |
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares |
4 |
Inverness Counsel Llc /ny/ |
4 |
GIC Private Ltd |
4 |
Oxbow Advisors, LLC |
4 |
Majedie Asset Management Ltd |
4 |
Intersect Capital LLC |
4 |
Isthmus Partners, Llc |
4 |
DT Investment Partners, LLC |
4 |
Cordasco Financial Network |
4 |
Taylor Frigon Capital Management LLC |
4 |
Ogorek Anthony Joseph /ny/ /adv |
4 |
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF |
4 |
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
4 |
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
4 |
HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
Capital A Wealth Management, LLC |
4 |
FormulaFolio Investments, LLC |
4 |
DORCHESTER WEALTH MANAGEMENT Co |
4 |
Ami Asset Management Corp |
4 |
Round Table Services, LLC |
4 |
Atomi Financial Group, Inc. |
4 |
1st Global Advisors, Inc. |
4 |
Winch Advisory Services, LLC |
4 |
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
4 |
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
Portfolio Solutions, LLC |
4 |
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
4 |
Spirit Of America Management Corp/ny |
4 |
Barnett & Company, Inc. |
4 |
Quotient Investors, LLC |
4 |
Regent Investment Management LLC |
4 |
Three Peaks Capital Management, LLC |
4 |
SWAN Capital LLC |
4 |
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
4 |
Newman Dignan & Sheerar, Inc. |
4 |
Exchange Capital Management, Inc. |
4 |
Meristem Family Wealth, LLC |
4 |
Avalon Trust Co |
4 |
PFG Investments, LLC |
4 |
Fifth Third Wealth Advisors LLC |
4 |
Carlson Capital Management |
4 |
New England Research & Management, Inc. |
4 |
Jarislowsky, Fraser Ltd |
4 |
V-Square Quantitative Management LLC |
4 |
Authentikos Wealth Advisory, LLC |
4 |
CT Financial Advisors LLC |
4 |
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
4 |
Beacon Financial Group |
4 |
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
4 |
Modera Wealth Management, LLC |
4 |
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
Act Ii Management, Lp |
4 |
BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
4 |
Platinum Management (NY) LLC |
4 |
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
4 |
Wall Street Access Asset Management, LLC |
4 |
Gyroscope Capital Management Group, Llc |
4 |
Sigma Capital Management Llc |
4 |
Francisco Partners Management, LP |
4 |
Bard Associates Inc |
4 |
Kcm Investment Advisors Llc |
4 |
Vestor Capital, Llc |
4 |
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
4 |
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
4 |
Cohen & Steers, Inc. |
4 |
Homrich & Berg |
4 |
Coppell Advisory Solutions Corp. |
4 |
Oarsman Capital, Inc. |
4 |
Lehman Financial Resources, Inc. |
4 |
AlphaQ Advisors LLC |
4 |
BSW Wealth Partners |
4 |
Taylor Wealth Management Partners |
4 |
Allstate Investment Management Co |
4 |
United Asset Strategies, Inc. |
4 |
Bain Capital Public Equity, LP |
4 |
Moran Wealth Management, LLC |
4 |
Sands Capital Management, Llc |
4 |
Insigneo Advisory Services, Llc |
4 |
S&co Inc |
4 |
Efficient Market Advisors, LLC |
4 |
Amica Retiree Medical Trust |
4 |
RIA Advisory Group LLC |
4 |
PSquared Asset Management AG |
4 |
Mission Wealth Management, Lp |
4 |
QUANTRES ASSET MANAGEMENT Ltd |
4 |
Alliance Wealth Advisors, LLC /UT |
4 |
Founders Financial Securities Llc |
4 |
Glass Jacobson Investment Advisors llc |
4 |
Curbstone Financial Management Corp |
4 |
Jessup Wealth Management, Inc |
4 |
Piershale Financial Group, Inc. |
4 |
Somerset Trust Co |
4 |
Alken Asset Management Ltd. |
4 |
Beaumont Financial Advisors, LLC |
4 |
Loeb Partners Corp |
4 |
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
4 |
Gallacher Capital Management LLC |
4 |
StepStone Group LP |
4 |
Alydar Partners Llc |
4 |
Balboa Wealth Partners |
4 |
Westover Capital Advisors, LLC |
4 |
STRV - EA Series Trust - Strive 500 ETF |
4 |
Accredited Wealth Management, LLC |
4 |
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
4 |
Roystone Capital Management LP |
4 |
Tiff Advisory Services Inc |
4 |
Hunter Associates Investment Management Llc |
4 |
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
4 |
Mraz, Amerine & Associates, Inc. |
4 |
Quadrature Capital LLP |
4 |
Drive Wealth Management, Llc |
4 |
Marshall & Sterling Wealth Advisors Inc. |
4 |
Brewin Dolphin Wealth Management Ltd |
4 |
Mesirow Institutional Investment Management, Inc. |
4 |
Citizens Business Bank |
4 |
Czech National Bank |
4 |
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
4 |
SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
4 |
AOTG - EA Series Trust - AOT Growth and Innovation ETF |
4 |
TWEB - Tidal ETF Trust - SoFi Web 3 ETF |
4 |
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
4 |
Coston, McIsaac & Partners |
4 |
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
4 |
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
4 |
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF |
4 |
Kim, Llc |
4 |
Newtyn Management, LLC |
4 |
Ritter Daniher Financial Advisory LLC / DE |
4 |
Perpetual Investment Management Ltd |
4 |
WESPAC Advisors SoCal, LLC |
4 |
Virginia Retirement System |
4 |
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
4 |
Heritage Financial Services, LLC |
4 |
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
4 |
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
4 |
Credit Industriel Et Commercial |
4 |
Western Asset Management Company, LLC |
4 |
Saudi Central Bank |
4 |
CMT Capital Markets Trading GmbH |
4 |
Ramsey Quantitative Systems |
4 |
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
Arlington Capital Management, Inc. |
4 |
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
4 |
Douglas Lane & Associates, LLC |
4 |
Stuart Chaussee & Associates, Inc. |
4 |
Raab & Moskowitz Asset Management LLC |
4 |
Bristlecone Advisors, LLC |
4 |
Adams Hall Wealth Advisors, LLC |
4 |
Resurgent Financial Advisors LLC |
4 |
Worth Asset Management, LLC |
4 |
Alpha Square Group S, LLC |
4 |
Valinor Management, Llc |
4 |
Simmons Bank |
4 |
Sumitomo Life Insurance Co |
4 |
NorthRock Partners, LLC |
4 |
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
4 |
TCHI - iSHARES TRUST - iShares MSCI China Multisector Tech ETF |
4 |
Gratia Capital, Llc |
4 |
Emerging Sovereign Group Llc |
4 |
Quantessence Capital LLC |
4 |
Eisler Capital Management Ltd. |
4 |
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
4 |
FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares |
4 |
Caspian Capital Lp |
4 |
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
4 |
RPg Family Wealth Advisory, LLC |
4 |
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
4 |
Abdiel Capital Advisors, LP |
4 |
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
4 |
Allen Operations Llc |
4 |
Calixto Global Investors, LP |
4 |
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
Lomas Capital Management, LLC |
4 |
Palestra Capital Management LLC |
4 |
Blue Ridge Capital, L.L.C. |
4 |
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C |
4 |
Incline Global Management LLC |
4 |
Slate Path Capital LP |
4 |
Pomelo Capital LLC |
4 |
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
Sagespring Wealth Partners, Llc |
4 |
Optimize Financial Inc |
4 |
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A |
4 |
Scholtz & Company, Llc |
4 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
4 |
Ruggie Capital Group |
4 |
Teewinot Capital Advisers, L.L.C. |
4 |
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
4 |
Twin Focus Capital Partners, Llc |
4 |
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF |
4 |
Permanens Capital L.P. |
4 |
EFG Asset Management (North America) Corp. |
4 |
Man Investments (CH) AG |
4 |
Rinkey Investments |
4 |
Carroll Investors, Inc |
4 |
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
4 |
Rocky Mountain Advisers, Llc |
4 |
Deuterium Capital Management, LLC |
4 |
Cedar Capital, Llc |
4 |
La Financiere De L'echiquier |
4 |
Rampart Investment Management Company, LLC |
4 |
Black Maple Capital Management LP |
4 |
Connors Investor Services Inc |
4 |
aeris Capital Holding GmbH |
4 |
Western Pacific Wealth Management, LP |
4 |
Summitview Investment Management |
4 |
Palantir Technologies Inc. |
4 |
Mbb Public Markets I Llc |
4 |
Xn Lp |
4 |
Trillium Asset Management, Llc |
4 |
Ardmore Road Asset Management LP |
4 |
MIG Capital, LLC |
4 |
HHR Asset Management, LLC |
4 |
Capricorn Fund Managers Ltd |
4 |
Palliser Capital (UK) Ltd |
4 |
Crowley Wealth Management, Inc. |
4 |
Bwcp, Lp |
4 |
Eschler Asset Management LLP |
4 |
Blue Owl Capital Holdings LP |
4 |
Krs Capital Management, Llc |
4 |
Parnassus Investments /ca |
4 |
Integrity Capital Management (HK) Ltd |
4 |
Ferox Capital LLP |
4 |
City National Bank |
4 |
Re Advisers Corp |
4 |
Hosking & Co Ltd |
4 |
Mariner Wealth Advisors-NYC, LLC |
4 |
American Beacon Advisors, Inc. |
4 |
Loeb Offshore Management LP |
4 |
CarsonAllaria Wealth Management, Ltd. |
4 |
Kendall Square Capital, LLC |
4 |
Millstone Evans Group, LLC |
4 |
HST Ventures, LLC |
4 |
Congress Wealth Management LLC / DE / |
4 |
Cascade Investment Advisors, Inc. |
4 |
Dixon Hughes Goodman Wealth Advisors LLC |
4 |
Stux Capital Management, LLC |
4 |
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF |
4 |
O'Brien Wealth Partners LLC |
4 |
Marathon Capital Management |
4 |
Gibbs Wealth Management |
4 |
Norway Savings Bank |
4 |
First Command Bank |
4 |
First Command Financial Services, Inc. |
4 |
Harbor Advisors LLC |
4 |
Radnor Capital Management, LLC |
4 |
AMH Equity Ltd |
4 |
Farmers & Merchants Trust Co of Chambersburg PA |
4 |
Private Advisory Group LLC |
4 |
New Capital Management LP |
4 |
Stone House Investment Management, LLC |
4 |
Fusion Family Wealth LLC |
4 |
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
4 |
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
4 |
Soma Equity Partners Lp |
4 |
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
4 |
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
4 |
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
4 |
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
4 |
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
4 |
Cpwm, Llc |
4 |
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
4 |
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
4 |
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
4 |
Lee Capital Management LP |
4 |
Masters Capital Management Llc |
4 |
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
4 |
Empire Life Investments Inc. |
4 |
BlackRock ESG Capital Allocation Trust |
4 |
Sapience Investments, LLC |
4 |
Caldera Capital, LLC |
4 |
Absolute Investment Advisers Llc |
4 |
Flaharty Asset Management, LLC |
4 |
Almanack Investment Partners, LLC. |
4 |
McElhenny Sheffield Capital Management, LLC |
4 |
Wsfs Capital Management, Llc |
4 |
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
4 |
Amplify ETF Trust - Amplify Thematic All-Stars ETF |
4 |
Doyle Wealth Management |
4 |
Heritage Trust Co |
4 |
Global Financial Private Capital, LLC |
4 |
Circle Wealth Management, LLC |
4 |
Keeley-Teton Advisors, LLC |
4 |
Watermark Asset Management, Inc. |
4 |
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
4 |
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
4 |
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
Crescent Grove Advisors, LLC |
4 |
Bridge City Capital, LLC |
4 |
Delta Lloyd Asset Management N.v. |
4 |
Cruiser Capital Advisors, Llc |
4 |
Ahrens Investment Partners LLC |
4 |
Ferris Capital, Llc |
4 |
Promus Capital, LLC |
4 |
Border to Coast Pensions Partnership Ltd |
4 |
Edge Advisors, Llc |
4 |
Vision Financial Markets Llc |
4 |
Security National Bank |
4 |
Sompo Japan Nipponkoa Asset Management Co.,ltd. |
4 |
Landaas & Co /wi /adv |
4 |
JTC Employer Solutions Trusteee Ltd |
4 |
17 Capital Partners, Llc |
4 |
WoodTrust Financial Corp |
4 |
Lester Murray Antman dba SimplyRich |
4 |
Generali Investments Towarzystwo Funduszy Inwestycyjnych |
4 |
Emfo, Llc |
4 |
Global Trust Asset Management, LLC |
4 |
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
4 |
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
4 |
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
4 |
Soviero Asset Management, LP |
4 |
Siemens Fonds Invest GmbH |
4 |
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
4 |
Claymore Exchange-traded Fund Trust 2 |
4 |
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
Bernzott Capital Advisors |
4 |
CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
Winnow Wealth Llc |
4 |
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
4 |
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
4 |
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
4 |
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
4 |
Usaa Etf Trust |
4 |
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
4 |
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
First Growth Investment Manager LP |
4 |
Private Capital Management, LLC |
4 |
Bank of Jackson Hole Trust |
4 |
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
4 |
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
Hudson Portfolio Management LLC |
4 |
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
4 |
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
Ceera Investments, Llc |
4 |
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
4 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
4 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
4 |
Alaethes Wealth LLC |
4 |
Roxbury Financial LLC |
4 |
Paradigm, Strategies in Wealth Management, LLC |
4 |
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
4 |
Abc Arbitrage Sa |
4 |
FS Series Trust - FS Market Neutral Fund Class I |
4 |
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
Gabelli Dividend & Income Trust |
4 |
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
4 |
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
4 |
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
Amica Mutual Insurance Co |
4 |
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. |
4 |
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
4 |
Systematic Alpha Investments, LLC |
4 |
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
4 |
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund |
4 |
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF |
4 |
Harris Associates L P |
4 |
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
4 |
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
Penbrook Management LLC |
4 |
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
4 |
WUSAX - WANGER ADVISORS TRUST - Wanger USA |
4 |
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
4 |
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
4 |
Baron Silver Stevens Financial Advisors, Llc |
4 |
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
4 |
King Street Capital Management, L.p. |
4 |
Trust For Advisor Solutions |
4 |
Alamar Capital Management, LLC |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
4 |
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
Transamerica Partners Portfolios |
4 |
Transamerica Partners Funds Group Ii |
4 |
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
4 |
Main Street Financial Solutions, LLC |
4 |
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
4 |
VELA Funds - VELA Large Cap 130/30 Fund Class I |
4 |
Transamerica Partners Funds Group |
4 |
Blackrock 2022 Global Income Opportunity Trust |
4 |
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares |
4 |
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
Kentucky Retirement Systems Insurance Trust Fund |
4 |
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
4 |
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
AtonRa Partners |
4 |
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
4 |
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
4 |
Liberty All Star Equity Fund |
4 |
Gladstone Capital Management LLP |
4 |
WIREX - PFS FUNDS - Wireless Fund |
4 |
Tacita Capital Inc |
4 |
Freedman Financial Associates, Inc. |
4 |
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
4 |
Credit Suisse Asset Management Income Fund Inc |
4 |
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
4 |
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
4 |
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
4 |
Freemont Management S.A. |
4 |
Hall Laurie J Trustee |
4 |
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
Oppenheimer Global Multi Strategies Fund |
4 |
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
4 |
Ada Investment Management, LP |
4 |
Prudential Short Duration High Yield Fund, Inc. |
4 |
Engine No. 1 Llc |
4 |
XN Exponent Advisors LLC |
4 |
True Link Financial Advisors, LLC |
4 |
First Growth Capital Management LLC |
4 |
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A |
4 |
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
4 |
John Hancock Investors Trust |
4 |
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
Collaborative Holdings Management LP |
4 |
Distillate Capital Partners LLC |
4 |
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
4 |
TCG Advisory Services, LLC |
4 |
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
Bank Hapoalim Bm |
4 |
Bennett Lawrence Management L L C/ny |
4 |
Cary Street Partners Asset Management Llc |
4 |
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
Clough Global Dividend & Income Fund |
4 |
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
Elliott Associates, L.P. |
4 |
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
4 |
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
4 |
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
4 |
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
4 |
Financial Avengers, Inc. |
4 |
Cowa, Llc |
4 |
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
4 |
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
4 |
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
4 |
Dixon Hubard Feinour & Brown Inc/va |
4 |
Vanguard Morgan Growth Fund |
4 |
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
4 |
Kesler, Norman & Wride, LLC |
4 |
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
4 |
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
4 |
DB Wealth Management Group, LLC |
4 |
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
4 |
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
4 |
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
Union Bancaire Privee, UBP SA |
4 |
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
4 |
Future Financial Wealth Managment LLC |
4 |
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
Decker Retirement Planning Inc. |
4 |
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
4 |
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
4 |
Marshall Financial Group LLC |
4 |
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
Capstone Triton Financial Group, LLC |
4 |
AMS Capital Ltda |
4 |
Holistic Financial Partners |
4 |
Dreman Value Management, L L C |
4 |
Fwl Investment Management, Llc |
4 |
LifePro Asset Management |
4 |
ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
Polunin Capital Partners Ltd |
4 |
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
4 |
Poehling Capital Management, LLC |
4 |
Arcadia Investment Advisors Llc |
4 |
Cerrano Capital Management Lp |
4 |
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
4 |
First Command Advisory Services, Inc. |
4 |
HoyleCohen, LLC |
4 |
Vanguard Capital Wealth Advisors |
4 |
Dynasty Wealth Management, Llc |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
4 |
Bryn Mawr Capital Management Inc |
4 |
Slow Capital, Inc. |
4 |
Acorn Wealth Advisors, LLC |
4 |
Horizon Financial Services, Llc |
4 |
D.B. Root & Company, LLC |
4 |
CastleArk Alternatives, LLC |
4 |
Paulson Wealth Management Inc. |
4 |
Vivaldi Opportunities Fund |
4 |
Paulson & Co. Inc. |
4 |
First Pacific Financial |
4 |
Planned Solutions, Inc. |
4 |
Burleson & Company, LLC |
4 |
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
4 |
Varma Mutual Pension Insurance Co |
4 |
Allianz Se |
4 |
General Electric Co |
4 |
Rheos Capital Works Inc. |
4 |
F3Logic, LLC |
4 |
Fs Credit Income Fund |
4 |
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
4 |
Quad-Cities Investment Group, LLC |
4 |
Howard Capital Management Inc. |
4 |
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF |
4 |
Altium Wealth Management LLC |
4 |
Greenline Partners, LLC |
4 |
Brand Asset Management Group, Inc. |
4 |
Pflug Koory, LLC |
4 |
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
4 |
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
4 |
Portfolio Strategies, Inc. |
4 |
Six Circles Trust - Six Circles Global Bond Fund |
4 |
Penn Mutual Asset Management, LLC |
4 |
Vectors Research Management, LLC |
4 |
B. Riley Fbr, Inc. |
4 |
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
4 |
Prudent Man Advisors, LLC |
4 |
Ofi Carlyle Private Credit Fund |
4 |
Delta Investment Management, LLC |
4 |
Lavaca Capital Llc |
4 |
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class |
4 |
Sirios Capital Management L P |
4 |
Ellis Investment Partners, LLC |
4 |
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
4 |
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
4 |
Personal Wealth Partners |
4 |
Angeles Investment Advisors, LLC |
4 |
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
4 |
Tcg Advisors, Lp |
4 |
Old North State Trust, LLC |
4 |
Lee Capital Asset Management Llc |
4 |
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares |
4 |
Mizuho Securities Usa Llc |
4 |
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
Paradigm Financial Partners, Llc |
4 |
Ascent Wealth Partners, LLC |
4 |
South Texas Money Management Ltd |
4 |
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
4 |
Kinneret Advisory, LLC |
4 |
Asahi Life Asset Management Co., Ltd. |
4 |
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
4 |
North Peak Capital Management, LLC |
4 |
Semmax Financial Advisors Inc. |
4 |
Toms Capital Investment Management Lp |
4 |
SCS Capital Management LLC |
4 |
Campbell Wealth Management |
4 |
Greenvale Capital LLP |
4 |
DG Capital Management, LLC |
4 |
Meridian Wealth Advisors, LLC |
4 |
Salomon & Ludwin, LLC |
4 |
Cynosure Management, Llc |
4 |
Edge Capital Group, LLC |
4 |
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
4 |
Gyl Financial Synergies, Llc |
4 |
Western Wealth Management, LLC |
4 |
Clarfeld Financial Advisors, Llc |
4 |
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
4 |
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares |
4 |
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
4 |
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
NIXT - EA Series Trust - Research Affiliates Deletions ETF |
4 |
STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
4 |
Pinnacle Holdings, LLC |
4 |
C-J Advisory, Inc. |
4 |
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
4 |
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
4 |
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF |
4 |
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
4 |
WT Asset Management Ltd |
4 |
Patton Fund Management, Inc. |
4 |
Maseco Llp |
4 |
Bleichroeder LP |
4 |
Poplar Forest Capital LLC |
4 |
SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
4 |
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
4 |
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
4 |
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
4 |
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF |
4 |
Munder Series Trust |
4 |
MFCPX - M FUND INC - M Capital Appreciation Fund |
4 |
Gunderson Capital Management Inc. |
4 |
Walled Lake Planning & Wealth Management, Llc |
4 |
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
4 |
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
4 |
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
Veracity Capital LLC |
4 |
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
4 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
4 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
4 |
Graypoint LLC |
4 |
Parsons Capital Management Inc/ri |
4 |
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
4 |
Highline Wealth Partners Llc |
4 |
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
4 |
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
4 |
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
4 |
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
4 |
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
4 |
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
4 |
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
4 |
Filbrandt Wealth Management, LLC |
4 |
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
4 |
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
4 |
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
4 |
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
4 |
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
4 |
NOSIX - Northern Funds - Northern Stock Index Fund |
4 |
Fairfax Financial Holdings Ltd/ Can |
4 |
NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
4 |
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
4 |
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
4 |
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
4 |
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
4 |
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
4 |
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund |
4 |
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
4 |
ORG Wealth Partners, LLC |
4 |
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
4 |
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
4 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
FSA Wealth Management LLC |
4 |
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
4 |
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
4 |
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
4 |
PAX Financial Group, LLC |
4 |
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
Board of Trustees of The Leland Stanford Junior University |
4 |
PACIFIC SELECT FUND - Equity Index Portfolio Class I |
4 |
Argent Advisors, Inc. |
4 |
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
4 |
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
4 |
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
4 |
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
4 |
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
4 |
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
4 |
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
4 |
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
4 |
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
4 |
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
4 |
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
4 |
Comprehensive Financial Management LLC |
4 |
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
4 |
D L Carlson Investment Group Inc |
4 |
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
4 |
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
4 |
Clifford Swan Investment Counsel Llc |
4 |
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
4 |
Cota Capital Management, LLC |
4 |
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
Old Well Partners, LLC |
4 |
Hohimer Wealth Management, Llc |
4 |
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
4 |
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
4 |
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares |
4 |
Lead Edge Capital Management, LLC |
4 |
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF |
4 |
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
4 |
GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
4 |
Madison Investment Holdings Inc |
4 |
Chesley Taft & Associates LLC |
4 |
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
4 |
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
4 |
Parkman Healthcare Partners LLC |
4 |
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
4 |
Durable Capital Partners LP |
4 |
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) |
4 |
Teamwork Financial Advisors, LLC |
4 |
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
4 |
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
4 |
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
L2 Asset Management, LLC |
4 |
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
4 |
Pinpoint Asset Management Ltd |
4 |
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
4 |
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
4 |
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
Stony Point Capital LLC |
4 |
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
4 |
Ag2r La Mondiale Gestion D'actifs |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
4 |
JSF Financial, LLC |
4 |
Ennismore Fund Management Ltd |
4 |
Mastrapasqua Asset Management Inc |
4 |
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
4 |
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
4 |
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
4 |
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
Tikvah Management LLC |
4 |
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd |
4 |
Adirondack Trust Co |
4 |
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
4 |
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
4 |
CBIZ Investment Advisory Services, LLC |
4 |
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
4 |
Mine & Arao Wealth Creation & Management, LLC. |
4 |
Pathway Capital Management, Lp |
4 |
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
4 |
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
4 |
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
4 |
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
4 |
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
4 |
ESL Trust Services, LLC |
4 |
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
4 |
Rowland Carmichael Advisors Inc /adv |
4 |
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
4 |
Spdr S&p 500 Etf Trust |
4 |
Spdr S&p Midcap 400 Etf Trust |
4 |
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND |
4 |
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND |
4 |
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
4 |
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
4 |
Perennial Investment Advisors, LLC |
4 |
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
4 |
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class |
4 |
Elevated Capital Advisors, LLC |
4 |
Fairscale Capital, LLC |
4 |
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
4 |
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
4 |
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
4 |
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
4 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
4 |
SkyOak Wealth, LLC |
4 |
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
4 |
Coastal Investment Management, L.p. |
4 |
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
4 |
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T |
4 |
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
4 |
BOK Financial Private Wealth, Inc. |
4 |
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF |
4 |
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
4 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
Estabrook Capital Management |
4 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
4 |
Hirtle Callaghan & Co LLC |
4 |
Jana Partners Llc |
4 |
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
4 |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
4 |
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
4 |
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
4 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
4 |
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
4 |
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
4 |
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
4 |
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
4 |
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
4 |
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
4 |
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
4 |
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
4 |
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV |
4 |
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
4 |
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
4 |
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
4 |
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
4 |
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
4 |
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
4 |
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
4 |
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
4 |
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
4 |
Sachem Head Capital Management LP |
4 |
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
4 |
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
4 |
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
4 |
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
4 |
Bell Bank |
4 |
ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund |
4 |
Securian Funds Trust - SFT Index 500 Fund Class 1 |
4 |
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I |
4 |
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
4 |
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
4 |
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
4 |
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
4 |
Boston Family Office Llc |
4 |
PENN SERIES FUNDS INC - Flexibly Managed Fund |
4 |
PENN SERIES FUNDS INC - Index 500 Fund |
4 |
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
4 |
PENN SERIES FUNDS INC - Smid Cap Growth Fund |
4 |
Red Door Wealth Management, LLC |
4 |
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
4 |
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
4 |
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
4 |
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
4 |
World Equity Group, Inc. |
4 |
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
4 |
AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
4 |
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
4 |
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
4 |
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
4 |
Global X Japan Co., Ltd. |
4 |
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
4 |
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
4 |
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
4 |
Brown, Lisle/cummings, Inc. |
4 |
WMS Partners, LLC |
4 |
WESPAC Advisors, LLC |
4 |
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
MCHI - iSHARES TRUST - iShares MSCI China ETF |
4 |
IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
4 |
Main Street Research LLC |
4 |
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
4 |
IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
4 |
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
Copeland Capital Management, LLC |
4 |
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z |
4 |
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
4 |
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
4 |
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
4 |
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
4 |
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares |
4 |
University Of Notre Dame Du Lac |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
4 |
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
4 |
BARING ASSET MANAGEMENT Ltd |
4 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
4 |
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
4 |
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
4 |
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
4 |
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
4 |
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
4 |
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
4 |
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
4 |
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
4 |
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
4 |
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
4 |
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
4 |
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
4 |
Amplify ETF Trust - Amplify Video Game Tech ETF |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
4 |
Formidable Asset Management, LLC |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
4 |
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
4 |
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
4 |
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
4 |
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
4 |
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
4 |
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
4 |
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
4 |
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
4 |
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
4 |
PENN SERIES FUNDS INC - Small Cap Value Fund |
4 |
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
4 |
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
4 |
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class |
4 |
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
4 |
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
4 |
INVN - Alger ETF Trust - Alger Russell Innovation ETF |
4 |
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF |
4 |
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
4 |
SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
4 |
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF |
4 |
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
4 |
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A |
4 |
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
4 |
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
4 |
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund |
4 |
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
4 |
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
4 |
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
4 |
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
4 |
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A |
4 |
VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
4 |
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
4 |
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
4 |
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
4 |
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
4 |
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
4 |
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
4 |
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
4 |
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
4 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
4 |
Disciplined Growth Investors Inc /mn |
3 |
Leverage Partners Absolute Return Fund SPC |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
3 |
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
Willis Investment Counsel |
3 |
Stephenson National Bank & Trust |
3 |
IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
Greenoaks Capital Partners Llc |
3 |
Advanced Series Trust - Ast International Growth Portfolio |
3 |
Advanced Series Trust - Ast High Yield Portfolio |
3 |
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
Horizons Etf Trust I |
3 |
New York Life Trust Co |
3 |
Ares Dynamic Credit Allocation Fund, Inc. |
3 |
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
Laurel Wealth Planning LLC |
3 |
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N |
3 |
CBOE Vest Financial, LLC |
3 |
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
3 |
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A |
3 |
CFS Investment Advisory Services, LLC |
3 |
American Independence Funds Trust |
3 |
Franklin Templeton International Trust |
3 |
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A |
3 |
Allegheny Financial Group LTD |
3 |
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
3 |
Bingham Osborn & Scarborough Llc |
3 |
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
Crews Bank & Trust |
3 |
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
3 |
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
3 |
Dymon Asia Capital (singapore) Pte. Ltd. |
3 |
SLIM - Janus Detroit Street Trust - The Obesity ETF |
3 |
Serengeti Asset Management LP |
3 |
High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF |
3 |
Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
Curated Wealth Partners LLC |
3 |
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
Sandell Asset Management Corp |
3 |
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
Mcdonald Partners Llc |
3 |
VCGEX - VALIC Co I - Emerging Economies Fund |
3 |
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
Sovereign Financial Group, Inc. |
3 |
Sentinel Group Funds Inc |
3 |
Green Harvest Asset Management LLC |
3 |
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
3 |
Paragon Capital Management LLC |
3 |
Balasa Dinverno & Foltz Llc |
3 |
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A |
3 |
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
3 |
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
3 |
Greenwood Gearhart Inc |
3 |
Accident Compensation Corp |
3 |
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
3 |
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
3 |
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
3 |
PACIFIC SELECT FUND - Focused Growth Portfolio Class I |
3 |
Polaris Capital Management, LLC |
3 |
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
3 |
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund |
3 |
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
3 |
InterOcean Capital Group, LLC |
3 |
Longboard Asset Management, LP |
3 |
Hoese & Co LLP |
3 |
Capital Advisors Inc/ok |
3 |
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
Delaware Investments Dividend & Income Fund, Inc |
3 |
Cloverfields Capital Group, Lp |
3 |
Ararat Capital Management, LP |
3 |
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
3 |
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A |
3 |
Lionsbridge Wealth Management LLC |
3 |
Voss Capital, LLC |
3 |
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
Villanova Investment Management Co LLC |
3 |
New America High Income Fund Inc |
3 |
Crestone Asset Management LLC |
3 |
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
3 |
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
Royce Global Value Trust, Inc. |
3 |
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares |
3 |
Resonant Capital Advisors, LLC |
3 |
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A |
3 |
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
3 |
LionEye Capital Management LLC |
3 |
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
3 |
Apollo Tactical Income Fund Inc. |
3 |
Colonial River Wealth Management, LLC |
3 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
3 |
Orion Capital Management LLC |
3 |
M Holdings Securities, Inc. |
3 |
Himco Variable Insurance Trust |
3 |
Meyer Handelman Co |
3 |
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
Ewing Morris & Co. Investment Partners Ltd. |
3 |
Hellman Jordan Management Co Inc /ma/ |
3 |
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
MRAD - GUINNESS ATKINSON FUNDS - SmartETFs Advertising & Marketing Technology ETF |
3 |
Twin Lakes Capital Management, LLC |
3 |
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
3 |
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
Capital Advantage, Inc. |
3 |
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
3 |
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
3 |
Shelter Haven Capital Management, L.P. |
3 |
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A |
3 |
John Hancock Hedged Equity & Income Fund |
3 |
Traub Capital Management LLC |
3 |
Harvest Volatility Management Llc |
3 |
Space Summit Capital LLC |
3 |
HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
3 |
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
3 |
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
3 |
Valley Brook Capital Group, Inc. |
3 |
PGIM Short Duration High Yield Opportunities Fund |
3 |
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
3 |
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
3 |
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
3 |
Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares |
3 |
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
3 |
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
3 |
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV |
3 |
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
3 |
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
3 |
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
3 |
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
3 |
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
3 |
CBTG - Listed Funds Trust - Cabot Growth ETF |
3 |
TIMOTHY PLAN - Timothy Strategic Variable |
3 |
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
3 |
New Amsterdam Partners Llc/ny |
3 |
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
3 |
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
3 |
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
3 |
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
3 |
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio |
3 |
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
3 |
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF |
3 |
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares |
3 |
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
3 |
Mayflower Financial Advisors, LLC |
3 |
FDNI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones International Internet ETF |
3 |
PUREfi Wealth, LLC |
3 |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
Deseret Mutual Benefit Administrators |
3 |
Waddell & Reed Advisors Funds |
3 |
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
3 |
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
3 |
Kcg Americas Llc |
3 |
Nuveen Diversified Dividend & Income Fund |
3 |
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF |
3 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
Nuveen S&p 500 Buywrite Income Fund |
3 |
Vanguard Specialized Funds |
3 |
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
3 |
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
3 |
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
3 |
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
Laidlaw Wealth Management LLC |
3 |
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A |
3 |
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF |
3 |
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
3 |
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
3 |
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
3 |
Rivernorth Marketplace Lending Corp |
3 |
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
3 |
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
3 |
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class |
3 |
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
Connectus Wealth, LLC |
3 |
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
VSSGX - VALIC Co I - Small-Mid Growth Fund |
3 |
Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
Akaris Global Partners, LP |
3 |
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund |
3 |
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
3 |
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
3 |
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
3 |
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I |
3 |
Mission Creek Capital Partners, Inc. |
3 |
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
3 |
Gabelli Multimedia Trust Inc. |
3 |
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
3 |
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
3 |
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
Td Asset Management Usa Funds Inc. |
3 |
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
3 |
Greenwoods Asset Management Hong Kong Ltd. |
3 |
Pekin Hardy Strauss, Inc. |
3 |
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
Prudential Global Short Duration High Yield Fund, Inc. |
3 |
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
3 |
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
BlackRock ETF Trust II - BlackRock High Yield ETF |
3 |
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A |
3 |
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
3 |
Gries Financial Llc |
3 |
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
Nuveen Floating Rate Income Fund |
3 |
JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
3 |
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
3 |
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares |
3 |
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
CSM Advisors, LLC |
3 |
Advyzon Investment Management, LLC |
3 |
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard |
3 |
Amcap Fund |
3 |
Financial Harvest, LLC |
3 |
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
Ballast Advisors Llc |
3 |
BlackRock Innovation & Growth Trust |
3 |
Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
Voya Global Advantage & Premium Opportunity Fund |
3 |
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A |
3 |
Voya Asia Pacific High Dividend Equity Income Fund |
3 |
Voya Emerging Markets High Dividend Equity Fund |
3 |
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
SUBZ - Listed Funds Trust - Roundhill Streaming Services & Technology ETF |
3 |
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
Courage Capital Management Llc |
3 |
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF |
3 |
HMI Capital Management, L.P. |
3 |
Channing Capital Management, LLC |
3 |
Centricity Wealth Management, LLC |
3 |
Invst, LLC |
3 |
PFG Advisors |
3 |
Smith Anglin Financial, LLC |
3 |
Triumph Capital Management |
3 |
Guardian Life Insurance Co Of America |
3 |
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV |
3 |
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class |
3 |
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
Institutional Venture Partners XIII, L.P. |
3 |
Stonehill Capital Management Llc |
3 |
Philadelphia Trust Co |
3 |
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
3 |
Pinnacle Wealth Advisors |
3 |
Paragon Capital Management Inc |
3 |
NZS Capital, LLC |
3 |
Green Alpha Advisors, LLC |
3 |
IFG Advisory, LLC |
3 |
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A |
3 |
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
3 |
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
3 |
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A |
3 |
Port Capital LLC |
3 |
Spence Asset Management |
3 |
VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
3 |
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
3 |
Ailanthus Capital Management, Lp |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class |
3 |
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
3 |
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A |
3 |
Long Focus Capital Management, Llc |
3 |
Synergy Investment Management, LLC |
3 |
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
Acuta Capital Partners, Llc |
3 |
Lynwood Capital Management Inc. |
3 |
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class |
3 |
Summit X, LLC |
3 |
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
3 |
JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF |
3 |
EWG Elevate Inc. |
3 |
Adalta Capital Management LLC |
3 |
Blue Sky Asset Management, LLC |
3 |
Quattro Financial Advisors Llc |
3 |
Clear Perspective Advisors, LLC |
3 |
Chung Wu Investment Group, LLC |
3 |
Israel Discount Bank of New York |
3 |
Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
BlueSky Wealth Advisors, LLC |
3 |
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
3 |
Lloyds Banking Group plc |
3 |
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
Iron Triangle Partners LP |
3 |
GSB Wealth Management, LLC |
3 |
Pacific Center for Financial Services |
3 |
Calvert Impact Fund Inc |
3 |
US Asset Management LLC |
3 |
Investment Research & Advisory Group, Inc. |
3 |
MIK Capital, LP |
3 |
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
Independent Wealth Network Inc. |
3 |
Marathon Asset Mgmt Ltd |
3 |
AidennLair Capital Management LP |
3 |
Bodenholm Capital AB |
3 |
Capital Group Private Client Services, Inc. |
3 |
22nw, Lp |
3 |
Steadfast Capital Management (UK) Ltd. |
3 |
EMG Holdings, L.P. |
3 |
Woodson Capital Management, LP |
3 |
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
3 |
Old Mission Capital, Llc |
3 |
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
VAMGX - VALIC Co II - Mid Cap Growth Fund |
3 |
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
Badgley Phelps Wealth Managers, LLC |
3 |
Capital Income Builder |
3 |
STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
Lyell Wealth Management, Lp |
3 |
Bowie Capital Management, LLC |
3 |
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF |
3 |
Boreal Capital Management LLC |
3 |
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF |
3 |
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A |
3 |
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF |
3 |
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
3 |
SRB Corp |
3 |
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
3 |
Newfoundland Capital Management |
3 |
UG Investment Advisers Ltd. |
3 |
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
3 |
ICICI Prudential Asset Management Co Ltd |
3 |
Financial Advisors Network, Inc. |
3 |
Gainplan LLC |
3 |
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF |
3 |
Amtrust Financial Services, Inc. |
3 |
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
3 |
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) |
3 |
Ashford Capital Management Inc |
3 |
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
3 |
Glenview Trust Co |
3 |
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
Perennial Advisors, LLC |
3 |
Hunting Hill Global Capital, LLC |
3 |
Key Square Capital Management LLC |
3 |
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
3 |
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
3 |
Northwest Wealth Management, Llc |
3 |
Concentric Wealth Management, Llc |
3 |
Abbrea Capital, LLC |
3 |
Sarofim Fayez |
3 |
RVER - Advisor Managed Portfolios - Trenchless Fund ETF |
3 |
Tpg Gp A, Llc |
3 |
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
Kolinsky Wealth Management, LLC |
3 |
Daruma Capital Management Llc |
3 |
Rainier Group Investment Advisory LLC |
3 |
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
Oxford Financial Group Ltd |
3 |
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
3 |
IMG Wealth Management, Inc. |
3 |
RIVSX - Oak Associates Funds - River Oak Discovery Fund |
3 |
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
Parcion Private Wealth LLC |
3 |
Arthur M. Cohen & Associates, Llc |
3 |
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
New Covenant Trust Company, N.A. |
3 |
Index Fund Advisors, Inc. |
3 |
USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund |
3 |
DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF |
3 |
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
3 |
Bnp Paribas |
3 |
FS Global Credit Opportunities Fund |
3 |
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
3 |
ELCO Management Co., LLC |
3 |
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
MTVR - EXCHANGE TRADED CONCEPTS TRUST - Fount Metaverse ETF |
3 |
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
FMQQ - EXCHANGE TRADED CONCEPTS TRUST - FMQQ The Next Frontier Internet & Ecommerce ETF |
3 |
Generali Asset Management SPA SGR |
3 |
Well Done, LLC |
3 |
CVI Investments, Inc. |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF |
3 |
Centennial Bank/AR/ |
3 |
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity |
3 |
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity |
3 |
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
3 |
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
3 |
Riverwater Partners LLC |
3 |
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional |
3 |
Kiker Wealth Management, LLC |
3 |
Astrantus Ltd |
3 |
Goodman Advisory Group, LLC |
3 |
Perfromance Wealth Partners, LLC |
3 |
Fsb Premier Wealth Management, Inc. |
3 |
Delphi Private Advisors LLC |
3 |
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A |
3 |
Okabena Investment Services Inc |
3 |
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
3 |
Truffle Hound Capital, LLC |
3 |
Marathon Capital Management |
3 |
Scissortail Wealth Management, LLC |
3 |
LaSalle Street Capital Management, LLC |
3 |
Warren Street Wealth Advisors, LLC |
3 |
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
3 |
Connective Portfolio Management, LLC |
3 |
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
Dfa Investment Trust Co - The Emerging Markets Series |
3 |
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
3 |
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
Ariadne Wealth Management, LP |
3 |
GraniteShares Advisors LLC |
3 |
Harbert Fund Advisors, Inc. |
3 |
Crcm Lp |
3 |
Stiles Financial Services Inc |
3 |
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
FRG Family Wealth Advisors LLC |
3 |
Kms Financial Services, Inc |
3 |
Perimeter Capital Partners, LLC |
3 |
Mount Capital Ltd |
3 |
Masso Torrence Wealth Management Inc. |
3 |
Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
3 |
Wisconsin Capital Management Llc |
3 |
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
Alpine Partners USVI, LLC |
3 |
Seven Grand Managers, Llc |
3 |
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
Mendon Capital Advisors Corp |
3 |
Adams Wealth Management |
3 |
Sonora Investment Management Group, LLC |
3 |
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
3 |
Catapult Capital Management Llc |
3 |
True North Advisors, LLC |
3 |
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
NS Partners Ltd |
3 |
Sumit Capital, Llc |
3 |
Lloyd Advisory Services, LLC. |
3 |
New South Capital Management Inc |
3 |
Coupland Cardiff Asset Management LLP |
3 |
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
3 |
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS |
3 |
Crescent Park Management, L.P. |
3 |
Gordian Capital Singapore Pte Ltd |
3 |
BUG - Global X Funds - Global X Cybersecurity ETF |
3 |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 |
3 |
Intrust Bank Na |
3 |
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
Covalent Partners LLC |
3 |
Institutional Venture Management XIII, LLC |
3 |
Adirondack Research & Management Inc. |
3 |
RE Dickinson Investment Advisors, LLC |
3 |
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
Journey Strategic Wealth Llc |
3 |
Fft Wealth Management Llc |
3 |
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A |
3 |
Whitefort Capital Management, LP |
3 |
Braun Stacey Associates Inc |
3 |
Cypress Capital Group |
3 |
NexPoint Credit Strategies Fund |
3 |
Pluribus Labs, LLC |
3 |
Deimos Asset Management LLC |
3 |
CTC Capital Management, LLC |
3 |
Avalon Global Asset Management LLC |
3 |
Cleararc Capital Inc |
3 |
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares |
3 |
Advance Capital I Inc |
3 |
Allegis Investment Advisors, LLC |
3 |
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
Farmers National Bank |
3 |
Nations Financial Group Inc, /ia/ /adv |
3 |
Westport Asset Management Inc |
3 |
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
3 |
Kestrel Investment Management Corp |
3 |
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
3 |
Cornerstone Capital, Inc. |
3 |
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
3 |
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
3 |
Hampton Road Capital Management LP |
3 |
Strategic Capital Alternatives LLC |
3 |
Tilia Fiduciary Partners, Inc. |
3 |
Akkr Management Company, Llc |
3 |
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
3 |
Icapital Wealth Llc |
3 |
Advanced Research Investment Solutions, Llc |
3 |
Graham Capital Wealth Management, Llc |
3 |
Claar Advisors LLC |
3 |
EMS Capital LP |
3 |
White Elm Capital, LLC |
3 |
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF |
3 |
Simcoe Capital Management, LLC |
3 |
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
Hefty Wealth Partners |
3 |
Clearfield Capital Management Lp |
3 |
Kingstown Capital Management L.p. |
3 |
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund |
3 |
Marks Group Wealth Management, Inc |
3 |
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
3 |
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
3 |
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
Kelly Lawrence W & Associates Inc/ca |
3 |
Professional Financial Advisors, LLC |
3 |
Two Creeks Capital Management, LP |
3 |
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
3 |
Straightline Group Llc |
3 |
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
3 |
Richards, Merrill & Peterson, Inc. |
3 |
Park Presidio Capital Llc |
3 |
Quest 10 Wealth Builders, Inc. |
3 |
Horizon Bancorp Inc /in/ |
3 |
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
3 |
Vernier Capital Partners, Lp |
3 |
RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
3 |
Canada Post Corp Registered Pension Plan |
3 |
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
3 |
Madison Wealth Management |
3 |
Arrow Capital Management, LLC |
3 |
Tyrian Investments, L.P. |
3 |
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
Summit Wealth Group, LLC |
3 |
Firestone Capital Management |
3 |
TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
3 |
Key Client Fiduciary Advisors, LLC |
3 |
TBH Global Asset Management, LLC |
3 |
City State Bank |
3 |
CTRU - Ark ETF Trust - ARK Transparency ETF |
3 |
GKV Capital Management Co., Inc. |
3 |
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
3 |
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF |
3 |
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
3 |
Absolute Gestao de Investimentos Ltda. |
3 |
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
3 |
New England Private Wealth Advisors LLC |
3 |
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
3 |
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
3 |
SNS Financial Group, LLC |
3 |
Smith & Howard Wealth Management, LLC |
3 |
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
Wellesley Asset Management |
3 |
Meridian Investment Counsel Inc. |
3 |
Oldfield Partners LLP |
3 |
Massar Capital Management, LP |
3 |
Crawford Investment Counsel Inc |
3 |
Stokes Family Office, LLC |
3 |
Us Financial Advisors, Llc |
3 |
Smallwood Wealth Investment Management, LLC |
3 |
Safeguard Financial, LLC |
3 |
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
3 |
Chesapeake Partners Management Co Inc/md |
3 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
3 |
Harbor Spring Capital, LLC |
3 |
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF |
3 |
Ally Financial Inc. |
3 |
Newbrook Capital Advisors LP |
3 |
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class |
3 |
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A |
3 |
Grisanti Capital Management LLC |
3 |
Ancient Art, L.P. |
3 |
Rivulet Capital, Llc |
3 |
Mufg Securities Americas Inc. |
3 |
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
3 |
FSC Wealth Advisors, LLC |
3 |
BlackRock Multi-Sector Opportunities Trust II |
3 |
Sugar Maple Asset Management, LLC |
3 |
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
LGT Fund Management Co Ltd. |
3 |
Offit Capital Advisors Llc |
3 |
Empirical Asset Management, LLC |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
3 |
Lansing Street Advisors |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A |
3 |
Fund Management at Engine No. 1 LLC |
3 |
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A |
3 |
GROW Partners, LLC |
3 |
Geneva Capital Management Llc |
3 |
Hutchens & Kramer Investment Management Group, LLC |
3 |
Apertura Capital, LLC |
3 |
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
3 |
Shanda Payment Holdings Ltd. |
3 |
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
FOURPOINTS Investment Managers, S.A.S. |
3 |
Invesco Qqq Trust, Series 1 |
3 |
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
3 |
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A |
3 |
Spartan Fund Management Inc. |
3 |
Quantum Private Wealth, LLC |
3 |
DGIN - VanEck ETF Trust - VanEck Digital India ETF |
3 |
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
3 |
Springhouse Capital Management, LP |
3 |
Arcus Capital Partners, LLC |
3 |
Reyes Financial Architecture, Inc. |
3 |
Lockheed Martin Investment Management Co |
3 |
Ashburton (Jersey) Ltd |
3 |
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
3 |
Limestone Investment Advisors LP |
3 |
Kalos Management, Inc. |
3 |
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A |
3 |
Ruiz John Hasan |
3 |
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
3 |
Horizon Investment Services, LLC |
3 |
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
3 |
Oliver Luxxe Assets LLC |
3 |
Doliver Advisors, Lp |
3 |
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A |
3 |
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
3 |
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF |
3 |
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
3 |
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
3 |
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
Steel Peak Wealth Management LLC |
3 |
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
3 |
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
Rock Springs Capital Management LP |
3 |
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
Greylin Investment Mangement Inc |
3 |
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
3 |
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
3 |
Castlekeep Investment Advisors Llc |
3 |
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
Long Path Partners LP |
3 |
Plustick Management Llc |
3 |
Azimuth Capital Investment Management LLC |
3 |
Destrier Capital Management Llc |
3 |
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
3 |
Weitz Investment Management, Inc. |
3 |
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y |
3 |
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
3 |
Gabelli Equity Series Funds Inc |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y |
3 |
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF |
3 |
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
3 |
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class |
3 |
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
3 |
TUG - Listed Funds Trust - STF Tactical Growth ETF |
3 |
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF |
3 |
Salient Capital Advisors, LLC |
3 |
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
3 |
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
Lighthouse Financial Advisors, Inc. |
3 |
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio |
3 |
WealthPlan Investment Management, LLC |
3 |
Valentine Capital Asset Management, Inc. |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
3 |
Leelyn Smith, LLC |
3 |
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
Aurora Private Wealth, Inc. |
3 |
Pecaut & Co. |
3 |
Concert Wealth Management Inc. |
3 |
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
3 |
Minot Wealth Management LLC |
3 |
Howard Wealth Management, Llc |
3 |
Stone Toro Investment Advisers, LP |
3 |
GM Advisory Group, Inc. |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
Columbia Asset Management |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
Kazazian Asset Management, LLC |
3 |
East Coast Asset Management, LLC. |
3 |
EdgePoint Investment Group Inc. |
3 |
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS |
3 |
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF |
3 |
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
3 |
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
3 |
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
Archon Partners LLC |
3 |
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
3 |
Miller Value Partners, Llc |
3 |
Fund 1 Investments, LLC |
3 |
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
Proxima Capital Management, LLC |
3 |
Grimes & Company, Inc. |
3 |
Reinhart Partners, Inc. |
3 |
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
Diversify Wealth Management, Llc |
3 |
JDM Financial Group LLC |
3 |
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
Robeco Schweiz AG |
3 |
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T |
3 |
Parvin Asset Management, LLC |
3 |
Odey Asset Management Group Ltd |
3 |
Creative Capital Management Investments LLC |
3 |
Trifecta Capital Advisors, LLC |
3 |
Nordwand Advisors, LLC |
3 |
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
3 |
Tourbillon Capital Partners, L.P. |
3 |
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
Zenit Asset Management AB |
3 |
Beese Fulmer Investment Management, Inc. |
3 |
Premier Asset Management Llc |
3 |
Middleton & Co Inc/ma |
3 |
Fenimore Asset Management Inc |
3 |
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
3 |
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class |
3 |
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
3 |
Searle & Co. |
3 |
MBE Wealth Management, LLC |
3 |
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
3 |
Trium Capital LLP |
3 |
FourThought Financial Partners, LLC |
3 |
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
First American Trust, Fsb |
3 |
Smith, Moore & Co. |
3 |
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
3 |
Boyd Watterson Asset Management Llc/oh |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
3 |
Opus Capital Group, LLC |
3 |
Northstar Asset Management Inc |
3 |
Pennsylvania Trust Co |
3 |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
Endicott Management Co |
3 |
XY Capital Ltd |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
3 |
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 |
3 |
Saratoga Research & Investment Management |
3 |
McGlone Suttner Wealth Management, Inc. |
3 |
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
3 |
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
3 |
Geller Advisors LLC |
3 |
Live Your Vision, LLC |
3 |
Cambiar Investors Llc |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
3 |
Fagan Associates, Inc. |
3 |
Mpwm Advisory Solutions, Llc |
3 |
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
3 |
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
Mid Continent Capital Llc/il |
3 |
Amica Pension Fund Board Of Trustees |
3 |
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
3 |
Guinness Asset Management LTD |
3 |
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF |
3 |
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund |
3 |
River Wealth Advisors LLC |
3 |
Accredited Investors Inc. |
3 |
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
3 |
Arista Wealth Management, LLC |
3 |
Delap Wealth Advisory, Llc |
3 |
Starboard Value LP |
3 |
Seaport Global Asset Management Llc |
3 |
MML Series Investment Fund II - MML Special Situations Fund Class II |
3 |
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
3 |
Glenhill Advisors Llc |
3 |
Nbt Bank N A /ny |
3 |
Comerica Securities Inc |
3 |
Montag & Caldwell, Llc |
3 |
MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
MML Series Investment Fund II - MML Asset Momentum Fund Class II |
3 |
J.P. Turner & Co Capital Mnagement, LLC |
3 |
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
Obermeyer Wood Investment Counsel, Lllp |
3 |
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
3 |
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund |
3 |
Verity & Verity, LLC |
3 |
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A |
3 |
Aspen Grove Capital, LLC |
3 |
Capital Investment Counsel, Inc |
3 |
Weatherbie Capital, Llc |
3 |
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
Gratus Capital LLC |
3 |
Financial Freedom, LLC |
3 |
General Atlantic Llc |
3 |
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
3 |
Grey Fox Wealth Advisors, LLC |
3 |
Luminus Management Llc |
3 |
Aspiriant, Llc |
3 |
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
3 |
STF Management LP |
3 |
Capital Group Investment Management Pte. Ltd. |
3 |
Beach Point Capital Management LP |
3 |
Scott Marsh Financial, LLC |
3 |
Ws Management Lllp |
3 |
Willingdon Wealth Management |
3 |
Fortis Capital Advisors, LLC |
3 |
Register Financial Advisors LLC |
3 |
Meeder Advisory Services, Inc. |
3 |
American National Registered Investment Advisor, Inc. |
3 |
Foster & Motley Inc |
3 |
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
3 |
One Capital Management, LLC |
3 |
Evercore Trust Company, N.A. |
3 |
Hilltop National Bank |
3 |
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
3 |
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
3 |
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A |
3 |
Sterling Global Strategies LLC |
3 |
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
Compass Wealth Management LLC |
3 |
Provenance Wealth Advisors, LLC |
3 |
Ruedi Wealth Management, Inc. |
3 |
ARGI Investment Services, LLC |
3 |
HighTower Trust Services, LTA |
3 |
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A |
3 |
Milestone Investment Advisors LLC |
3 |
EagleClaw Capital Managment, LLC |
3 |
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
Two Roads Shared Trust - Hypatia Women CEO ETF |
3 |
Deprince Race & Zollo Inc |
3 |
Park National Corp /oh/ |
3 |
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF |
3 |
Fiduciary Family Office, Llc |
3 |
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares |
3 |
RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
Pensionfund DSM Netherlands |
3 |
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
3 |
Indiana Trust & Investment Management CO |
3 |
Cm Wealth Advisors Llc |
3 |
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund |
3 |
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
3 |
Montrusco Bolton Investments Inc. |
3 |
Institutional Investment Strategy Fund |
3 |
Bridger Management, Llc |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class |
3 |
Exxonmobil Investment Management Inc /tx |
3 |
Cornerstone Management, Inc. |
3 |
Brown Capital Management Llc |
3 |
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
Vontobel Asset Management Inc |
3 |
Gierl Augustine Investment Management Inc |
3 |
Eagle Capital Management Llc |
3 |
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
Nepsis, Inc. |
3 |
Van Cleef Asset Management,Inc |
3 |
B & T Capital Management DBA Alpha Capital Management |
3 |
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
Cullinan Associates Inc |
3 |
First National Trust Co |
3 |
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 |
3 |
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
Hartwell J M Limited Partnership |
3 |
Root Financial Partners, LLC |
3 |
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF |
3 |
Quintet Private Bank (Europe) S.A. |
3 |
Grassi Investment Management |
3 |
Ofi Invest Asset Management |
3 |
Dalton Greiner Hartman Maher & Co |
3 |
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares |
3 |
Pine Valley Investments Ltd Liability Co |
3 |
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
3 |
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV |
3 |
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A |
3 |
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
3 |
St. Johns Investment Management Company, LLC |
3 |
Wallace Hart LLC |
3 |
Peachtree Investment Advisors, Inc. |
3 |
Ewa, Llc |
3 |
Titleist Asset Management, Llc |
3 |
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
3 |
First American Bank |
3 |
Chelsea Counsel Co |
3 |
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I |
3 |
City National Bank Of Florida /msd |
3 |
Lord Abbett Floating Rate High Income Fund |
3 |
Abner Herrman & Brock Llc |
3 |
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
3 |
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A |
3 |
Pzena Investment Management Llc |
3 |
UNIVEST FINANCIAL Corp |
3 |
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I |
3 |
Northside Capital Management, LLC |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
3 |
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
American Research & Management Co. |
3 |
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF |
3 |
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
Elm Advisors, Llc |
3 |
Appleton Partners Inc/ma |
3 |
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
Marathon Asset Management Llp |
3 |
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ |
3 |
Cim, Llc |
3 |
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
3 |
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
3 |
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
3 |
Coalescence Partners Investment Management, LP |
3 |
Concorde Asset Management, LLC |
3 |
Evanson Asset Management, LLC |
3 |
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF |
3 |
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
3 |
Decatur Capital Management, Inc. |
3 |
Genus Capital Management Inc. |
3 |
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
3 |
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A |
3 |
Klingenstein Fields & Co Lp |
3 |
Iberiabank Corp |
3 |
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
Fort Pitt Capital Group, Llc |
3 |
Militia Capital Partners, LP |
3 |
First Beijing Investment Ltd |
3 |
QLD - PROSHARES TRUST - ProShares Ultra QQQ |
3 |
Camarda Financial Advisors, LLC |
3 |
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
3 |
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
3 |
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
Nippon Life Insurance Co |
3 |
Rothschild Capital Partners, LLC |
3 |
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares |
3 |
Fullcircle Wealth Llc |
3 |
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares |
3 |
Cutter & CO Brokerage, Inc. |
3 |
Financial Sense Advisors, Inc. |
3 |
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
3 |
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
3 |
Chatham Capital Group, Inc. |
3 |
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
Total Wealth Planning & Management, Inc. |
3 |
Johanson Financial Advisors, Inc. |
3 |
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
Fidelity Multi-Strategy Credit Fund |
3 |
Fca Corp /tx |
3 |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II |
3 |
Westend Capital Management LLC |
3 |
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
3 |
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
3 |
BancorpSouth Inc |
3 |
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
3 |
Rs Investment Trust |
3 |
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C |
3 |
Cobblestone Capital Advisors Llc /ny/ |
3 |
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
3 |
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
3 |
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
BluePath Capital Management, LLC |
3 |
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
3 |
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
Eagle Global Advisors Llc |
3 |
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF |
3 |
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
Tiaa Trust, National Association |
3 |
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
3 |
Marietta Investment Partners Llc |
3 |
Confluence Investment Management Llc |
3 |
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
3 |
Tencent Holdings Ltd |
3 |
Deroy & Devereaux Private Investment Counsel Inc |
3 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
3 |
Charter Trust Co |
3 |
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio |
3 |
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
3 |
Financiere des Professionnels - Fonds d,investissement inc. |
3 |
New England Investment & Retirement Group, Inc. |
3 |
Ksa Capital Management, Llc |
3 |
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
3 |
PENN SERIES FUNDS INC - Smid Cap Value Fund |
3 |
PENN SERIES FUNDS INC - Small Cap Growth Fund |
3 |
NEOS Investment Management LLC |
3 |
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares |
3 |
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
3 |
Ramirez Asset Management, Inc. |
3 |
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
3 |
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF |
3 |
Gw Henssler & Associates Ltd |
3 |
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
FundVantage Trust - Polen Growth & Income Fund Institutional Class |
3 |
HG Vora Capital Management, LLC |
3 |
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
Roanoke Asset Management Corp/ Ny |
3 |
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
3 |
Aspen Investment Management Inc |
3 |
Biondo Investment Advisors, LLC |
3 |
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
Marquette Asset Management, LLC |
3 |
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF |
3 |
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
Monroe Bank & Trust/mi |
3 |
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF |
3 |
Tufton Capital Management |
3 |
Asset Advisors Corp |
3 |
Goldman Sachs Asset Management, L.p. |
3 |
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
3 |
Hillman Co |
3 |
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
3 |
Tdam Usa Inc. |
3 |
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
3 |
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
3 |
Montecito Bank & Trust |
3 |
Asher Enterprises Inc |
3 |
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF |
3 |
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
Prospector Partners Llc |
3 |
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
3 |
CHGX - EA Series Trust - Stance Sustainable Beta ETF |
3 |
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
Top Ace Asset Management Ltd |
3 |
Naples Money Management LLC |
3 |
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
3 |
Advisor Partners Llc |
3 |
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
Mondrian Investment Partners LTD |
3 |
High Point Bank & Trust Co |
3 |
Stance Capital Llc |
3 |
Coronation Asset Management (Pty) Ltd. |
3 |
North Capital, Inc. |
3 |
Phillips Financial Management, Llc |
3 |
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
3 |
TD Securities (USA) LLC |
3 |
Essex Financial Services, Inc. |
3 |
Fiduciary Financial Group, Llc |
3 |
Horizon Funds - HORIZON EXPEDITION PLUS ETF |
3 |
Quotient Wealth Partners, LLC |
3 |
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF |
3 |
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
Argyle Capital Management Inc. |
3 |
Evergreen Private Wealth LLC |
3 |
Badgley Phelps & Bell Inc |
3 |
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
Burnham Asset Management Corp /ny/ |
3 |
300 North Capital, Llc |
3 |
Rnc Capital Management Llc |
3 |
Kiely Wealth Advisory Group, Inc. |
3 |
Altai Capital Management, L.P. |
3 |
Iron Financial, LLC |
3 |
Lourd Capital, LLC |
3 |
Tidemark, LLC |
3 |
Scott & Selber, Inc. |
3 |
Chesapeake Capital Corp /il/ |
3 |
Beck Mack & Oliver Llc |
3 |
Focus Financial Network Inc /adv |
3 |
OneAscent Investment Solutions LLC |
3 |
Mariner Investment Group Llc |
3 |
First Trust Investment Solutions L.P. |
3 |
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
3 |
Guyasuta Investment Advisors Inc |
3 |
Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
Lebenthal Holdings,LLC |
3 |
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
BTC Capital Management, Inc. |
3 |
Goelzer Investment Management, Inc. |
3 |
Lbmc Investment Advisors, Llc |
3 |
Global Thematic Partners, LLC |
3 |
Pinnacle Advisory Group, Inc. |
3 |
VestGen Advisors, LLC |
3 |
Fulton Breakefield Broenniman Llc |
3 |
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
Wealth Preservation Advisors, LLC |
3 |
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
3 |
Sharkey, Howes & Javer |
3 |
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF |
3 |
Scalar Gauge Management, Llc |
3 |
Cartica Management, LLC |
3 |
Torno Capital, Llc |
3 |
Van Den Berg Management I, Inc |
3 |
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
Main Street Group, LTD |
3 |
Systematic Portfolios LLC |
3 |
QSV Equity Investors LLC |
3 |
AlTi Global, Inc. |
3 |
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
3 |
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
3 |
Clarity Asset Management, Inc. |
3 |
Reliance Trust Co Of Delaware |
3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
3 |
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class |
3 |
Bdf-gestion |
3 |
VSR Financial Services, Inc. |
3 |
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
3 |
Long Island Wealth Management, Inc. |
3 |
Vima Llc |
3 |
Sivia Capital Partners, LLC |
3 |
Boston Financial Mangement Llc |
3 |
Grandfield & Dodd, Llc |
3 |
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
3 |
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
3 |
Able Wealth Management LLC |
3 |
Proathlete Wealth Management Llc |
3 |
First Commonwealth Financial Corp /pa/ |
3 |
Legion Partners Asset Management, LLC |
3 |
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
3 |
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF |
3 |
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
3 |
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
3 |
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
Financial Engines Advisors L.L.C. |
3 |
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
3 |
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A |
3 |
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A |
3 |
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A |
3 |
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
3 |
Headinvest, Llc |
3 |
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
3 |
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
3 |
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
Corrado Advisors, Llc |
3 |
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class |
3 |
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class |
3 |
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class |
3 |
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A |
3 |
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
3 |
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
3 |
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A |
3 |
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
3 |
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
3 |
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class |
3 |
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
3 |
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
3 |
Bristol John W & Co Inc /ny/ |
3 |
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
3 |
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
3 |
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
3 |
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
3 |
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
3 |
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
3 |
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
3 |
Mcdaniel Terry & Co |
3 |
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A |
3 |
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I |
3 |
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
3 |
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares |
3 |
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
3 |
National Penn Investors Trust Co /pa |
3 |
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class |
3 |
Staley Capital Advisers Inc |
3 |
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF |
3 |
Jackson Wealth Management, LLC |
3 |
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
3 |
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
3 |
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF |
3 |
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares |
3 |
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares |
3 |
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
Mowery & Schoenfeld Wealth Management, LLC |
3 |
Phocas Financial Corp. |
3 |
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
3 |
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF |
3 |
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
3 |
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
3 |
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
3 |
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
3 |
Unterberg Capital LLC |
3 |
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF |
3 |
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
3 |
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF |
3 |
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
3 |
MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
OTPIX - Profunds - Nasdaq-100 Profund Investor Class |
3 |
MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF |
3 |
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
3 |
UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
3 |
Court Place Advisors, LLC |
3 |
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
3 |
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
3 |
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class |
3 |
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
SMITH HAYES Advisers, Inc |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
Profunds - Profund Vp Ultranasdaq-100 |
3 |
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
Profunds - Profund Vp Nasdaq-100 |
3 |
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF |
3 |
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
3 |
Profunds - Profund Vp Large-cap Growth |
3 |
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
3 |
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF |
3 |
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
Southeast Asset Advisors Inc. |
3 |
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
3 |
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
3 |
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
3 |
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class |
3 |
Ensemble Capital Management, LLC |
3 |
Fox Point Capital Management LLC |
3 |
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
3 |
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
Barbara Oil Co. |
3 |
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
3 |
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class |
3 |
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
3 |
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
3 |
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
Profunds - Profund Vp Mid-cap Value |
3 |
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
3 |
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF |
3 |
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares |
3 |
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares |
3 |
STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
Isi Strategy Fund Inc |
3 |
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares |
3 |
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
Hcim Trust |
3 |
Principle Wealth Partners Llc |
3 |
Nasdaq Premium Income & Growth Fund Inc. |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class |
3 |
Aip Series Trust |
3 |
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
3 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF |
3 |
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
MBEQX - M FUND INC - M International Equity Fund |
3 |
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
3 |
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
3 |
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
3 |
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
3 |
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund |
3 |
Clear Creek Financial Management, LLC |
3 |
MidWestOne Financial Group, Inc. |
3 |
Xcel Wealth Management, LLC |
3 |
Enterprise Trust & Investment Co |
3 |
Tradition Asset Management Llc |
3 |
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
FJ Capital Management LLC |
3 |
Cheviot Value Management, LLC |
3 |
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
3 |
Pacitti Group Inc. |
3 |
Thor Advisors, Llc |
3 |
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares |
3 |
Inscription Capital, LLC |
3 |
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
3 |
DoubleLine Yield Opportunities Fund |
3 |
Atalaya Capital Management LP |
3 |
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
Jupiter Wealth Management LLC |
3 |
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
3 |
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
3 |
Stevard, LLC |
3 |
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class |
3 |
Wellspring Financial Advisors, LLC |
3 |
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class |
3 |
Lake Street Financial Llc |
3 |
PDFDX - World Funds Trust - Perkins Discovery Fund Investor |
3 |
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares |
3 |
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
3 |
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
Occidental Asset Management, LLC |
3 |
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
Cohanzick Management, Llc |
3 |
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I |
3 |
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class |
3 |
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
3 |
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
Biltmore Capital Advisors LLC |
3 |
Waterloo Capital, L.P. |
3 |
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
3 |
Campbell Capital Management Inc |
3 |
Brendel Financial Advisors LLC |
3 |
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
FLP Wealth Management, LLC |
3 |
One Fin Capital Management LP |
3 |
MorganRosel Wealth Management, LLC |
3 |
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
3 |
Inherent Group, Lp |
3 |
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
3 |
Howard Financial Services, Ltd. |
3 |
Capital Financial Planning, LLC |
3 |
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
3 |
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
Onefund, Llc |
3 |
New World Advisors LLC |
3 |
Rwc Asset Advisors (us) Llc |
3 |
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
Guidance Point Advisors, LLC |
3 |
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
3 |
Outlook Wealth Advisors, LLC |
3 |
Portsea Asset Management LLP |
3 |
Orbimed Advisors Llc |
3 |
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
Bank Of Nova Scotia Trust Co |
3 |
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
3 |
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
Mirova |
3 |
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
3 |
Isomer Partners LP |
3 |
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares |
3 |
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
Abundance Wealth Counselors |
3 |
George Kaiser Family Foundation |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
3 |
Little House Capital Llc |
3 |
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF |
3 |
MBM Wealth Consultants, LLC |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
3 |
VCNIX - VALIC Co I - Nasdaq-100 Index Fund |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I |
3 |
First National Bank of South Miami |
3 |
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
Broadview Advisors Llc |
3 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
Ronald Blue & Co Llc |
3 |
Mizuho Securities Co. Ltd. |
3 |
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class |
3 |
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
3 |
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 |
3 |
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class |
3 |
YOKE - EA Series Trust - Yoke Core ETF |
3 |
FTEKX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Technology Fund |
3 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
3 |
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
3 |
Costello Asset Management, INC |
3 |
Summit Financial, LLC |
3 |
Summit Wealth & Retirement Planning, Inc. |
3 |
BIGTX - Monteagle Funds - The Texas Fund Class I |
3 |
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
3 |
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF |
3 |
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 |
3 |
Brandes Investment Partners, Lp |
3 |
Courier Capital Llc |
3 |
Signet Investment Advisory Group, Inc. |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
3 |
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund |
3 |
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
Legacy Bridge, LLC |
3 |
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
3 |
Dfpg Investments, Llc |
3 |
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
3 |
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class |
3 |
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
3 |
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
3 |
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
Hotaling Investment Management, LLC |
3 |
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
3 |
Henry James International Management Inc. |
3 |
WFA of San Diego, LLC |
3 |
7x7 Asset Management LLC |
3 |
SPX Equities Gestao de Recursos Ltda |
3 |
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
3 |
Brinton Eaton, Llc |
3 |
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A |
3 |
Timberline Asset Management LLC |
3 |
Canandaigua National Bank & Trust Co |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
3 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
3 |
Andesa Financial Management Inc. |
3 |
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
3 |
Cozad Asset Management Inc |
3 |
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) |
3 |
Bel Air Investment Advisors Llc |
3 |
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
3 |
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
FNG - AdvisorShares Trust - ADVISORSHARES NEW TECH AND MEDIA ETF |
3 |
Calamos Long/Short Equity & Dynamic Income Trust |
3 |
Go Etf Solutions Llp |
3 |
O'Dell Group, LLC |
3 |
Altium Capital Management LP |
3 |
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund |
3 |
Cynosure Advisors, Llc |
3 |
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF |
3 |
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
3 |
Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
3 |
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional |
3 |
Bank Pictet & Cie (asia) Ltd |
3 |
Blackrock Multi-sector Opportunities Trust |
3 |
Braun-Bostich & Associates Inc. |
3 |
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
3 |
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 |
3 |
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
3 |
Foster Dykema Cabot & Co Inc/ma |
3 |
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund |
3 |
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
3 |
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
3 |
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
Pathway Financial Advisors LLC |
3 |
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
Standard Pacific Capital Llc/ca |
3 |
Whitener Capital Management, Inc. |
3 |
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
3 |
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
CCLA Investment Management Ltd |
3 |
Tennessee Valley Asset Management Partners |
3 |
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
Pelorus Jack Capital, L.p. |
3 |
EDUT - Global X Funds - Global X Education ETF |
3 |
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
3 |
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
3 |
Rossmore Private Capital |
3 |
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
Guardcap Asset Management Ltd |
3 |
Kendall Capital Management |
3 |
Game Creek Capital, LP |
3 |
Ironvine Capital Partners, LLC |
3 |
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
3 |
Pacific View Asset Management, Llc |
3 |
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class |
3 |
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
3 |
Tandem Capital Management Corp /adv |
3 |
Seelaus Asset Management LLC |
3 |
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
3 |
Weil Company, Inc. |
3 |
Compass Group Llc |
3 |
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
Divergent Wealth Advisors, Llc |
3 |
G&S Capital LLC |
3 |
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
Silicon Hills Wealth Management, LLC |
3 |
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF |
3 |
Six Circles Trust - Six Circles Credit Opportunities Fund |
3 |
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
3 |
Independent Solutions Wealth Management, LLC |
3 |
PDS Planning, Inc |
3 |
Clifford Capital Partners Llc |
3 |
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
Aft, Forsyth & Company, Inc. |
3 |
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
Goodwin Daniel L |
3 |
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
3 |
Kaizen Advisory, Llc |
3 |
Cidel Asset Management Inc |
3 |
Lucia Wealth Services, Llc |
3 |
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF |
3 |
Belmont Capital, LLC |
3 |
RGM Capital, LLC |
3 |
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF |
3 |
BKD Wealth Advisors, LLC |
3 |
Sovarnum Capital L.p. |
3 |
Allen Capital Group, LLC |
3 |
Relyea Zuckerberg Hanson LLC |
3 |
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF |
3 |
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund |
3 |
NOBOX - Northern Funds - Northern Bond Index Fund |
3 |
BlackRock ETF Trust - BlackRock Future Innovators ETF |
3 |
Crescent Capital Consulting, LLC |
3 |
Taylor Hoffman Wealth Management |
3 |
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund |
3 |
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
3 |
DeDora Capital, Inc. |
3 |
Arjuna Capital |
3 |
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
3 |
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
3 |
Capital CS Group, LLC |
3 |
Murphy Michael R |
3 |
Golden Green, Inc. |
3 |
MTM Investment Management, LLC |
3 |
Trilogy Capital Inc. |
3 |
Mjp Associates Inc /adv |
3 |
Northwest Capital Management Inc |
3 |
PrairieView Partners, LLC |
3 |
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares |
3 |
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H |
3 |
Copperwynd Financial, LLC |
3 |
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
3 |
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
3 |
MSS Series Trust - One Rock Fund |
3 |
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
3 |
Capstone Series Fund Inc |
3 |
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF |
3 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 |
3 |
McClarren Financial Advisors, Inc. |
3 |
Ab Pooling Portfolios |
3 |
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class |
3 |
Dreyfus High Yield Strategies Fund |
3 |
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
Avanza Fonder AB |
3 |
Berbice Capital Management LLC |
3 |
DCM Advisors, LLC |
3 |
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
3 |
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
3 |
MADDEN SECURITIES Corp |
3 |
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
3 |
Doubleline Income Solutions Fund |
3 |
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
Wealth Management Partners, LLC |
3 |
Tradition Capital Management Llc |
3 |
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
3 |
Atlanta Capital Management Co L L C |
3 |
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
3 |
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
Bordeaux Wealth Advisors LLC |
3 |
Partners Group Private Equity (master Fund), Llc |
3 |
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
3 |
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
Saturna Capital CORP |
3 |
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
3 |
Watershed Asset Management, L.L.C. |
3 |
Sand Hill Global Advisors, LLC |
3 |
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
3 |
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
3 |
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A |
3 |
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
3 |
Value Partners Ltd /adv |
3 |
Phoenix Wealth Advisors |
3 |
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
Cypress Point Wealth Management, LLC |
3 |
Himension Fund |
3 |
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
3 |
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
Cion Ares Diversified Credit Fund |
3 |
IvyRock Asset Management (HK) Ltd |
3 |
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
3 |
ROAM Global Management LP |
3 |