| BRXIX MFS Blended Research Intl Eq I |
3.60 % |
16.12 |
1 |
30%
|
| BSBIX Baird Short-Term Bond Fund |
4.22 % |
- |
12 |
26%
|
| BSBSX Baird Short-Term Bond Fd Inv Cl |
3.96 % |
- |
13 |
26%
|
| BSCFX Baron Small Cap Fund |
9.57 % |
30.46 |
1 |
30%
|
| BSCUX Baron Small Cap R6 |
- |
31.05 |
1 |
30%
|
| BSMAX iShares Russell Small/Mid-Cap Idx Inv A |
2.19 % |
20.65 |
4 |
12%
|
| BSNSX Baird Strategic Municipal Bond Fund Investor Class |
3.36 % |
- |
13 |
26%
|
| BSPAX iShares S&P 500 Index Fund Investor A Shares |
1.34 % |
27.61 |
4 |
1%
|
| BSPGX iShares S&P 500 Index G |
1.63 % |
28.31 |
1 |
-
|
| BSPIX iShares S&P 500 Index Fund Institutional Shares |
1.55 % |
27.61 |
4 |
4%
|
| BSTSX BlackRock Technology Opportunities Fund |
16.33 % |
34.26 |
2 |
-
|
| BSVSX Baird Equity Opportunity Fund - Investor Class |
12.72 % |
- |
1 |
-
|
| BTBFX Boston Trust Asset Management Fund |
11.06 % |
25.78 |
1 |
30%
|
| BTCFX Bitcoin ProFund Investor |
62.38 % |
- |
5 |
-
|
| BTEFX Boston Trust Equity Fund |
6.82 % |
25.73 |
1 |
30%
|
| BTIEX DWS Equity 500 Index Fund |
16.17 % |
- |
4 |
6%
|
| BTIIX DWS Equity 500 Index Fund - Class Inst |
15.49 % |
- |
4 |
6%
|
| BTMFX Boston Trust Midcap Fund |
9.84 % |
22.28 |
1 |
30%
|
| BTMKX iShares MSCI EAFE International Index Fund |
3.29 % |
18.87 |
1 |
24%
|
| BTMSX Baird Short-Term Municipal Bond Fund - Investor Class |
3.10 % |
- |
12 |
30%
|
| BTTRX American Century Zero Coupon 2025 Fund Investor Class |
4.82 % |
- |
- |
12%
|
| BUBSX Baird Ultra Short Bond Fund Investor Cl |
3.95 % |
- |
12 |
30%
|
| BUFBX Buffalo Flexible Income Fund |
1.52 % |
- |
13 |
8%
|
| BUFDX Buffalo Dividend Focus Fund |
1.40 % |
- |
4 |
14%
|
| BUFEX Buffalo Large Cap Fund |
6.11 % |
- |
2 |
30%
|
| BUFGX Buffalo Growth |
5.97 % |
- |
1 |
30%
|
| BUFHX Buffalo High Yield Fund |
7.03 % |
- |
12 |
6%
|
| BUFIX Buffalo International |
0.25 % |
- |
2 |
14%
|
| BUFMX Buffalo Mid Cap Fund |
10.54 % |
- |
1 |
21%
|
| BUFOX Buffalo Early Stage Growth Fund |
4.55 % |
- |
1 |
-
|
| BUFSX Buffalo Small Cap Fund Inc. |
15.01 % |
- |
- |
-
|
| BUFTX Buffalo Discovery Fund |
21.58 % |
- |
1 |
-
|
| BUIGX Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class |
0.19 % |
29.45 |
- |
-
|
| BULIX American Century Utilities Inv |
- |
- |
3 |
23%
|
| BUMGX Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares |
0.19 % |
29.35 |
- |
-
|
| BUPXX BlackRock Liquidity Funds - FedFund |
- |
- |
- |
-
|
| BVAOX Madison Small Cap Fund Class Y |
9.21 % |
25.13 |
1 |
30%
|
| BVEFX Becker Value Equity Fund Retail Class |
8.41 % |
- |
1 |
24%
|
| BVEIX Becker Value Equity Fund |
8.52 % |
- |
1 |
24%
|
| BWBFX Baron WealthBuilder Fund Retail Shares |
7.23 % |
27.40 |
2 |
30%
|
| BWLAX American Beacon Bridgeway Large Cap Value Fund |
10.20 % |
- |
1 |
27%
|
| BWLIX American Beacon Bridgeway Large Cap Value Fund Investor Class |
10.08 % |
- |
1 |
27%
|
| BXEAX MassMutual Emerg Mkts Dbt Blnded TR A |
2.05 % |
- |
1 |
-2%
|
| BXEYX MassMutual Emerg Mkts Dbt Blnded TR Y |
2.09 % |
- |
1 |
-2%
|
| BXMYX Blackstone Alternative Multi-Strategy Fund |
7.44 % |
- |
1 |
-
|
| CAAPX Ariel Appreciation Fund |
10.71 % |
21.23 |
1 |
19%
|
| CABDX AB Relative Value Fund - A |
5.12 % |
- |
1 |
18%
|
| CADEX Cion Ares Diversified Credit Fund |
8.59 % |
- |
12 |
12%
|
| CAEAX Columbia Acorn European Fd Cl A |
19.70 % |
- |
2 |
-
|
| CAEIX Calvert Global Energy Solutions I |
0.64 % |
- |
1 |
3%
|
| CAFIX Cantor Fitzgerald Sustainable Infrastructure Fund |
4.02 % |
- |
8 |
-
|
| CAFLX PIMCO California Flexible Municipal Income Fund |
3.86 % |
- |
13 |
30%
|
| CAFRX Commonwealth Africa Fund |
3.82 % |
- |
1 |
30%
|
| CAGEX Calamos Global Equity Fund-Class A |
14.32 % |
- |
1 |
-
|
| CAGIX Calvert Growth Allocation Fund |
3.72 % |
- |
1 |
24%
|
| CAHEX Calamos Hedged Equity Income Fund Class A |
0.14 % |
- |
2 |
-18%
|
| CAIBX American Funds Capital Income Builder Class A |
7.06 % |
19.94 |
4 |
18%
|
| CALCX Calvert Conservative Allocation Fund |
2.41 % |
- |
4 |
-2%
|
| CALRX Calvert Small-Cap R6 |
11.60 % |
- |
1 |
30%
|
| CAMAX Calamos Aksia Private Equity And Alternatives Fund Class M |
0.61 % |
7.22 |
- |
-
|
| CAMIX Cambiar International Equity Fund Investor Class |
1.71 % |
- |
1 |
10%
|
| CAMMX Cambiar SMID Investor |
29.35 % |
- |
2 |
30%
|
| CAMOX Cambiar Opportunity Portfolio |
19.21 % |
- |
2 |
30%
|
| CAMSX Cambiar Small Cap Inv |
8.71 % |
- |
2 |
30%
|
| CAMYX Cambiar International Equity Fund |
1.83 % |
- |
1 |
10%
|
| CAREX Domini Sustainable Solutions Fund Investor Shares |
0.03 % |
- |
- |
-
|
| CASAX Catalyst/Aspect Enhanced Multi-Asset A |
2.16 % |
- |
1 |
-
|
| CATLU Catalyst Acquisition Corp. Units |
- |
- |
- |
-
|
| CBAIX Calvert Balanced Fund |
4.68 % |
- |
4 |
26%
|
| CBALX Columbia Balanced Fund |
6.04 % |
28.12 |
4 |
30%
|
| CBDRX Columbia Balanced Fund Class Ad |
- |
- |
4 |
-1%
|
| CBDYX Columbia Balanced Fund Institutional 3 Class |
6.10 % |
28.33 |
4 |
30%
|
| CBECX Allspring C&B Large Cap Value Fund |
0.15 % |
20.79 |
- |
-
|
| CBFVX JPMorgan Corporate Bond Fund |
5.09 % |
- |
11 |
5%
|
| CBHAX Victory Market Neutral Income Fund - Class A |
3.36 % |
14.33 |
11 |
30%
|
| CBLAX Columbia Balanced Fund Class A |
5.79 % |
28.44 |
4 |
30%
|
| CBLLX Wells Fargo C&B Large Cap Value Fund - Class Admin |
0.88 % |
20.88 |
- |
-2%
|
| CBLSX Allspring C&B Large Cap Value Fund |
11.92 % |
24.56 |
2 |
20%
|
| CBTAX Six Circles Tax Aware Bond |
3.59 % |
- |
12 |
30%
|
| CCALX Conestoga Small Cap Institutional |
5.12 % |
- |
1 |
-
|
| CCASX Conestoga Small Cap Fund Investors Class |
5.27 % |
- |
1 |
-
|
| CCCRX Columbia Contrarian Core Fund |
6.32 % |
28.46 |
1 |
30%
|
| CCDTX American Funds 2025 Target Date Retirement Fund Class C |
6.36 % |
23.76 |
1 |
30%
|
| CCFAX American Funds College 2036 Fund |
6.57 % |
25.17 |
1 |
26%
|
| CCGIX Chautauqua Global Growth Fund - Institutional Class |
3.05 % |
- |
2 |
30%
|
| CCGSX Chautauqua Global Growth Fund - Investor Class |
2.95 % |
- |
1 |
30%
|
| CCIZX Columbia Seligman Technology and Information Fund Class I |
5.18 % |
32.04 |
1 |
30%
|
| CCLAX Calvert Conservative Allocation Fund |
3.13 % |
- |
4 |
-3%
|
| CCLFX Cliffwater Corporate Lending Fund |
10.06 % |
- |
4 |
20%
|
| CCSGX Conestoga SMid Cap Fund Institutional Class |
2.20 % |
- |
1 |
-
|
| CCSMX Conestoga SMid Cap Fund |
2.27 % |
- |
1 |
-
|
| CCVAX Calvert Small-Cap Fund Class A |
12.65 % |
- |
1 |
30%
|
| CDDRX Columbia Dividend Income Fund |
4.75 % |
22.03 |
4 |
28%
|
| CDDYX Columbia Dividend Income Fund |
4.78 % |
22.50 |
4 |
28%
|
| CDHAX Calvert International Responsible Idx A |
2.77 % |
- |
1 |
30%
|
| CDHIX Calvert International Responsible Idx I |
2.83 % |
- |
1 |
30%
|
| CDHRX Calvert International Responsible Index Fund Class R6 |
2.90 % |
- |
1 |
30%
|
| CDICX Calvert Short Duration Income Fund Class C |
3.57 % |
- |
12 |
25%
|
| CDOFX Crawford Small Cap Dividend Fund |
2.94 % |
- |
4 |
30%
|
| CDSIX Calvert Short Duration Income Fund |
4.59 % |
- |
12 |
18%
|