| Morgan Stanley |
43 |
| Millennium Management Llc |
40 |
| UBS Group AG |
39 |
| Vanguard Group Inc |
39 |
| Bank Of America Corp /de/ |
38 |
| Citadel Advisors Llc |
38 |
| Goldman Sachs Group Inc |
38 |
| Deutsche Bank Ag\ |
38 |
| Wells Fargo & Company/mn |
37 |
| Geode Capital Management, Llc |
37 |
| Royal Bank Of Canada |
37 |
| Jpmorgan Chase & Co |
37 |
| Susquehanna International Group, Llp |
36 |
| Tower Research Capital LLC (TRC) |
36 |
| Proequities, Inc. |
35 |
| Barclays Plc |
35 |
| Citigroup Inc |
35 |
| State Street Corp |
34 |
| BlackRock, Inc. |
34 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
32 |
| Northern Trust Corp |
31 |
| Renaissance Technologies Llc |
30 |
| Bank of New York Mellon Corp |
30 |
| Credit Suisse Ag/ |
29 |
| Dimensional Fund Advisors Lp |
28 |
| Fmr Llc |
28 |
| Group One Trading, L.p. |
28 |
| Parametric Portfolio Associates Llc |
28 |
| Pnc Financial Services Group, Inc. |
27 |
| Two Sigma Securities, Llc |
27 |
| Invesco Ltd. |
27 |
| A.R.T. Advisors, LLC |
27 |
| Bank Of Montreal /can/ |
27 |
| Walleye Trading LLC |
27 |
| BlackRock Institutional Trust Company, N.A. |
27 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
26 |
| Oxford Asset Management Llp |
26 |
| Ameriprise Financial Inc |
26 |
| Jane Street Group, Llc |
26 |
| Advisor Group Holdings, Inc. |
26 |
| Prelude Capital Management, Llc |
26 |
| BlackRock Investment Management, LLC |
26 |
| Two Sigma Investments, Lp |
25 |
| BlackRock Fund Advisors |
25 |
| Virtu Financial LLC |
25 |
| Tiaa Cref Investment Management Llc |
25 |
| Bridgeway Capital Management Inc |
25 |
| New York State Common Retirement Fund |
25 |
| American International Group, Inc. |
25 |
| BlackRock Advisors LLC |
24 |
| Ubs Ag |
24 |
| Bnp Paribas Arbitrage, Sa |
24 |
| Rhumbline Advisers |
24 |
| Simplex Trading, Llc |
24 |
| Wolverine Trading, Llc |
24 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
24 |
| SG Americas Securities, LLC |
24 |
| Manufacturers Life Insurance Company, The |
24 |
| IFP Advisors, Inc |
24 |
| Teachers Advisors, Llc |
24 |
| Strs Ohio |
24 |
| California Public Employees Retirement System |
24 |
| D. E. Shaw & Co., Inc. |
24 |
| Charles Schwab Investment Management Inc |
24 |
| Creative Planning |
24 |
| Gsa Capital Partners Llp |
24 |
| Acadian Asset Management Llc |
24 |
| Nationwide Fund Advisors |
23 |
| Kcg Holdings, Inc. |
23 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
23 |
| Nomura Holdings Inc |
23 |
| California State Teachers Retirement System |
23 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
23 |
| Federated Hermes, Inc. |
23 |
| Hrt Financial Lp |
23 |
| Panagora Asset Management Inc |
23 |
| Wolverine Asset Management Llc |
22 |
| Boothbay Fund Management, Llc |
22 |
| Alliancebernstein L.p. |
22 |
| Two Sigma Advisers, Lp |
22 |
| Walleye Capital LLC |
22 |
| Cutler Group LP |
22 |
| Paloma Partners Management Co |
22 |
| Parallax Volatility Advisers, L.P. |
21 |
| Captrust Financial Advisors |
21 |
| Ubs Asset Management Americas Inc |
21 |
| Metropolitan Life Insurance Co/ny |
21 |
| Marshall Wace, Llp |
21 |
| Aqr Capital Management Llc |
21 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
21 |
| Ladenburg Thalmann Financial Services Inc |
21 |
| Macquarie Group Ltd |
21 |
| Squarepoint Ops LLC |
20 |
| Cubist Systematic Strategies, LLC |
20 |
| PEAK6 Investments, L.P. |
20 |
| Jefferies Group LLC |
20 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
20 |
| Ground Swell Capital, LLC |
20 |
| O'shaughnessy Asset Management, Llc |
20 |
| Price T Rowe Associates Inc /md/ |
20 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
20 |
| Public Employees Retirement System Of Ohio |
20 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
20 |
| Verition Fund Management LLC |
20 |
| BlackRock Group LTD |
20 |
| Russell Frank Co/ |
20 |
| Russell Investments Group, Ltd. |
20 |
| Tudor Investment Corp Et Al |
19 |
| Raymond James & Associates |
19 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
19 |
| Arrowstreet Capital, Limited Partnership |
19 |
| Hudson Bay Capital Management LP |
19 |
| Blair William & Co/il |
19 |
| Spark Investment Management LLC |
19 |
| Dynamic Technology Lab Private Ltd |
19 |
| Nuveen Asset Management, LLC |
19 |
| Voya Investment Management Llc |
19 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
19 |
| ProShare Advisors LLC |
19 |
| Envestnet Asset Management Inc |
18 |
| State Board Of Administration Of Florida Retirement System |
18 |
| Legal & General Group Plc |
18 |
| Ancora Advisors, LLC |
18 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
18 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
18 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
18 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
18 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
18 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
18 |
| Allianz Asset Management GmbH |
18 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
18 |
| Victory Capital Management Inc |
18 |
| Thompson Davis & Co., Inc. |
18 |
| State Farm Variable Product Trust |
18 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
18 |
| Vanguard Index Funds |
18 |
| Prudential Financial Inc |
18 |
| State Farm Mutual Fund Trust |
18 |
| LPL Financial LLC |
18 |
| Sei Investments Co |
18 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
18 |
| Acrospire Investment Management LLC |
18 |
| Us Bancorp \de\ |
18 |
| Swiss National Bank |
17 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
17 |
| Teacher Retirement System Of Texas |
17 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
17 |
| Alpine Global Management, LLC |
17 |
| Huntington National Bank |
17 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
17 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
17 |
| Engineers Gate Manager LP |
17 |
| Highbridge Capital Management Llc |
17 |
| Jacobs Levy Equity Management, Inc |
17 |
| Principal Funds Inc |
17 |
| Principal Financial Group Inc |
17 |
| XTX Topco Ltd |
17 |
| Wellington Management Group Llp |
17 |
| Spot Trading L.L.C |
16 |
| Lazard Asset Management Llc |
16 |
| PDT Partners, LLC |
16 |
| Northwestern Mutual Wealth Management Co |
16 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
16 |
| Ameritas Investment Partners, Inc. |
16 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
16 |
| Gotham Asset Management, LLC |
16 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
| Tfs Capital Llc |
16 |
| Advisor Group, Inc. |
16 |
| PEAK6 Investments LLC |
16 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
16 |
| BlueCrest Capital Management Ltd |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
16 |
| Guggenheim Capital Llc |
16 |
| Balyasny Asset Management Llc |
16 |
| Putnam Investments Llc |
16 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
16 |
| Norges Bank |
16 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
| American Century Companies Inc |
16 |
| EAM Investors, LLC |
16 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
16 |
| Great West Life Assurance Co /can/ |
16 |
| Qube Research & Technologies Ltd |
16 |
| Hbk Investments L P |
16 |
| Jump Financial, LLC |
16 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
16 |
| Man Group plc |
16 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
16 |
| Capstone Investment Advisors, Llc |
16 |
| Royce & Associates Lp |
16 |
| Pacer Advisors, Inc. |
16 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
15 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
15 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
15 |
| Meeder Asset Management Inc |
15 |
| Gabelli Funds Llc |
15 |
| Managed Account Advisors Llc |
15 |
| Jane Street Holding, LLC |
15 |
| MetLife Securities, Inc |
15 |
| ExodusPoint Capital Management, LP |
15 |
| Calamos Advisors LLC |
15 |
| Connor, Clark & Lunn Investment Management Ltd. |
15 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
15 |
| Airain ltd |
15 |
| Algert Global Llc |
15 |
| RidgeWorth Capital Management LLC |
15 |
| Stifel Financial Corp |
15 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
15 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
15 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
15 |
| LMR Partners LLP |
15 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
15 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
15 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
15 |
| First Horizon Advisors, Inc. |
15 |
| Bessemer Group Inc |
14 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
14 |
| Aperio Group, LLC |
14 |
| First Trust Advisors Lp |
14 |
| Healthcare Of Ontario Pension Plan Trust Fund |
14 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
14 |
| Trexquant Investment LP |
14 |
| Centiva Capital, LP |
14 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
14 |
| Amalgamated Bank |
14 |
| OMERS ADMINISTRATION Corp |
14 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
14 |
| Bayesian Capital Management, LP |
14 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
14 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
14 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
14 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
14 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
14 |
| Fifth Third Bancorp |
14 |
| Quantbot Technologies LP |
14 |
| BlackRock Japan Co. Ltd |
14 |
| MetLife Investment Management, LLC |
14 |
| Ellington Management Group Llc |
14 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
14 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
14 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
13 |
| Cwm, Llc |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
13 |
| Clear Street Markets Llc |
13 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
13 |
| Blackrock Core Bond Trust |
13 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
13 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
13 |
| Magnetar Financial LLC |
13 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
| Quadrant Capital Group Llc |
13 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
13 |
| Schroder Investment Management Group |
13 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
13 |
| Eaton Vance Management |
13 |
| Axa S.a. |
13 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
13 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
13 |
| Css Llc/il |
13 |
| SAC Capital Advisors LP |
13 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
13 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| Toronto Dominion Bank |
13 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
13 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
13 |
| State of Wyoming |
13 |
| Schonfeld Strategic Advisors LLC |
13 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
13 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
13 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
13 |
| HighTower Advisors, LLC |
13 |
| Glenmede Trust Co Na |
13 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
13 |
| National Asset Management, Inc. |
13 |
| Canada Pension Plan Investment Board |
13 |
| Weiss Multi-Strategy Advisers LLC |
13 |
| Fuller & Thaler Asset Management, Inc. |
13 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
| Hartland & Co., LLC |
13 |
| Larson Financial Group LLC |
13 |
| HAP Trading, LLC |
13 |
| Gamco Investors, Inc. Et Al |
13 |
| Mackay Shields Llc |
13 |
| GWM Advisors LLC |
13 |
| Essex Investment Management Co Llc |
13 |
| Eaton Vance Ltd Duration Income Fund |
13 |
| Marshall Wace North America L.P. |
13 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
| State Of Wisconsin Investment Board |
13 |
| Advisory Services Network, LLC |
13 |
| SRS Capital Advisors, Inc. |
13 |
| Brandywine Global Investment Management, LLC |
13 |
| Mirae Asset Global Investments Co., Ltd. |
12 |
| Sterling Capital Management LLC |
12 |
| Driehaus Capital Management Llc |
12 |
| Allworth Financial LP |
12 |
| GAMMA Investing LLC |
12 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
12 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
12 |
| Laurion Capital Management LP |
12 |
| Thrivent Financial For Lutherans |
12 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
12 |
| Blackrock Ltd Duration Income Trust |
12 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
12 |
| Cornerstone Capital Management Holdings Llc. |
12 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
12 |
| Raymond James Financial Inc |
12 |
| Deere & Co |
12 |
| New America High Income Fund Inc |
12 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
12 |
| Polar Asset Management Partners Inc. |
12 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
12 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
12 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
12 |
| EverSource Wealth Advisors, LLC |
12 |
| Quadrature Capital Ltd |
12 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
12 |
| Blackrock Credit Allocation Income Trust |
12 |
| Y-Intercept (Hong Kong) Ltd |
12 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
12 |
| Covestor Ltd |
12 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
12 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
12 |
| Steward Partners Investment Advisory, Llc |
12 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
12 |
| Emerald Acquisition Ltd. |
12 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
12 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
12 |
| Comerica Bank |
12 |
| Winton Capital Group Ltd |
12 |
| Landscape Capital Management, L.l.c. |
12 |
| SBI Securities Co., Ltd. |
12 |
| Susquehanna Fundamental Investments, Llc |
12 |
| Raymond James Financial Services Advisors, Inc. |
12 |
| Arizona State Retirement System |
12 |
| J. Goldman & Co LP |
12 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
12 |
| Signaturefd, Llc |
12 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
12 |
| Nine Chapters Capital Management LLC |
12 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
12 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
12 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
12 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
12 |
| First Republic Investment Management, Inc. |
12 |
| Alambic Investment Management, L.P. |
12 |
| CIBC Private Wealth Group, LLC |
12 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
12 |
| Los Angeles Capital Management Llc |
12 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
12 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
12 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
12 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
12 |
| Whitebox Advisors Llc |
12 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
12 |
| Capital Fund Management S.a. |
12 |
| Farther Finance Advisors, LLC |
12 |
| Nisa Investment Advisors, Llc |
12 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
12 |
| Janus Henderson Group Plc |
12 |
| Dupont Capital Management Corp |
12 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
12 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
12 |
| Manchester Capital Management LLC |
11 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
| K2 Principal Fund, L.p. |
11 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
11 |
| Virginia Retirement Systems Et Al |
11 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
11 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
| Hsbc Holdings Plc |
11 |
| Dynamic Technology Lab Pte Ltd |
11 |
| Alpha Paradigm Partners, LLC |
11 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
11 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
11 |
| Blackrock Multi-sector Income Trust |
11 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
| Lord, Abbett & Co. Llc |
11 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
| TCI Wealth Advisors, Inc. |
11 |
| Fiera Capital Corp |
11 |
| Hillsdale Investment Management Inc. |
11 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
11 |
| BNP Paribas Asset Management Holding S.A. |
11 |
| FNY Investment Advisers, LLC |
11 |
| Rockefeller Capital Management L.P. |
11 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
11 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
| Paradigm Asset Management Co Llc |
11 |
| Oppenheimer Funds Inc |
11 |
| Dorsey Wright & Associates |
11 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
11 |
| Levin Capital Strategies, L.p. |
11 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
| Bogle Investment Management L P /de/ |
11 |
| Parallel Advisors, LLC |
11 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
| Point72 Hong Kong Ltd |
11 |
| Globeflex Capital L P |
11 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
11 |
| Franklin Resources Inc |
11 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
11 |
| Boston Partners |
11 |
| Glazer Capital, Llc |
11 |
| Griffin Institutional Access Credit Fund |
11 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
11 |
| Jones Financial Companies Lllp |
11 |
| RBF Capital, LLC |
11 |
| Allspring Global Investments Holdings, LLC |
11 |
| Ergoteles LLC |
11 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
11 |
| Private Advisor Group, LLC |
11 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
11 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
11 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
11 |
| Cadence Capital Management Llc |
11 |
| Hutchin Hill Capital, LP |
11 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
11 |
| Cowen Group, Inc. |
11 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
11 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
11 |
| MUFG Americas Holdings Corp |
11 |
| Blackrock Corporate High Yield Fund, Inc. |
11 |
| Sawtooth Solutions, LLC |
11 |
| Caitong International Asset Management Co., Ltd |
11 |
| Point72 Asset Management, L.P. |
11 |
| Turner Investments, L.p. |
11 |
| Vantagepoint Funds |
11 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
11 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
11 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
11 |
| Piedmont Investment Advisors Llc |
11 |
| D.a. Davidson & Co. |
11 |
| Moore Capital Management, Lp |
11 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
10 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
10 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
| Assenagon Asset Management S.A. |
10 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
10 |
| Sunbelt Securities, Inc. |
10 |
| G2 Investment Partners Management LLC |
10 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
10 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
10 |
| FineMark National Bank & Trust |
10 |
| Mackenzie Financial Corp |
10 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
10 |
| Mercer Global Advisors Inc /adv |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
10 |
| Wells Fargo Multi-sector Income Fund |
10 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
10 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
| Amalgamated Financial Corp. |
10 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
10 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
10 |
| Atria Investments Llc |
10 |
| Wealthspire Advisors, L.P. |
10 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
10 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
10 |
| Aigen Investment Management, Lp |
10 |
| Sculptor Capital LP |
10 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
10 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
10 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
10 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
10 |
| New York State Teachers Retirement System |
10 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
10 |
| MAI Capital Management |
10 |
| Occudo Quantitative Strategies Lp |
10 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
10 |
| Ajo, Lp |
10 |
| Jefferies Financial Group Inc. |
10 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
10 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
10 |
| Guggenheim Active Allocation Fund |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
10 |
| FDx Advisors, Inc. |
10 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
10 |
| Credit Agricole S A |
10 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
10 |
| Public Employees Retirement Association Of Colorado |
10 |
| NEXT Financial Group, Inc |
10 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
10 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
10 |
| Neuberger Berman Group LLC |
10 |
| Oppenheimer & Co Inc |
10 |
| Gabelli Multimedia Trust Inc. |
10 |
| Alyeska Investment Group, L.P. |
10 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
10 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
10 |
| Old Mission Capital Llc |
10 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
10 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
10 |
| PENN SERIES FUNDS INC - International Equity Fund |
10 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
10 |
| Quarry LP |
10 |
| Graham Capital Management, L.P. |
10 |
| NumerixS Investment Technologies Inc |
10 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
10 |
| Ubs Oconnor Llc |
10 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
10 |
| Cnh Partners Llc |
10 |
| National Bank Of Canada /fi/ |
10 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
10 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
10 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
10 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
10 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
10 |
| Zacks Investment Management |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| Stone Ridge Asset Management LLC |
10 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
10 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
10 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
10 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
| American Portfolios Advisors |
10 |
| Stevens Capital Management Lp |
10 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
10 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
10 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
10 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
10 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
10 |
| Federation des caisses Desjardins du Quebec |
10 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
10 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| GAM Holding AG |
10 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
10 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
10 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
10 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
10 |
| General Motors Investment Management Corp |
10 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
10 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
10 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
10 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
10 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
10 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
10 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
10 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
10 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
10 |
| Caption Management, LLC |
10 |
| Aquatic Capital Management LLC |
10 |
| Picton Mahoney Asset Management |
10 |
| Truist Financial Corp |
10 |
| Belvedere Trading LLC |
10 |
| College Retirement Equities Fund |
10 |
| Tiaa-cref Funds |
10 |
| Alliancebernstein Global High Income Fund Inc |
10 |
| Spire Wealth Management |
9 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
| First Mercantile Trust Co |
9 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
9 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
9 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
9 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
9 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
9 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
9 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
9 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
9 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
9 |
| Scotia Capital Inc. |
9 |
| Freestone Capital Holdings, LLC |
9 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
9 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
9 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
9 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
9 |
| Kennedy Capital Management, Inc. |
9 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
9 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
9 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
| AE Wealth Management LLC |
9 |
| Alberta Investment Management Corp |
9 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
| Blackrock Debt Strategies Fund, Inc. |
9 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
9 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
9 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
9 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
9 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
9 |
| Profunds - Profund Vp Ultrasmall-cap |
9 |
| Northern Trust Co Of Connecticut |
9 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
9 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
9 |
| Visium Asset Management, LP |
9 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
9 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
9 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
9 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
9 |
| Advisors Asset Management, Inc. |
9 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
9 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
9 |
| Cambridge Investment Research Advisors, Inc. |
9 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
9 |
| Whittier Trust Co |
9 |
| Natixis |
9 |
| Element Capital Management Llc |
9 |
| Point72 Asia (Singapore) Pte. Ltd. |
9 |
| Profunds - Profund Vp Small-cap |
9 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
9 |
| Dark Forest Capital Management Lp |
9 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
9 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
9 |
| Belpointe Asset Management LLC |
9 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
9 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
9 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
| AMP Capital Investors Ltd |
9 |
| ETRADE Capital Management LLC |
9 |
| Fortitude Family Office, LLC |
9 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
9 |
| Assetmark, Inc |
9 |
| Analytic Investors, LLC |
9 |
| Suntrust Banks Inc |
9 |
| Martingale Asset Management L P |
9 |
| Catalyst Capital Advisors LLC |
9 |
| Rothschild Investment Llc |
9 |
| Brown Advisory Inc |
9 |
| Oppenheimer Asset Management Inc. |
9 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
9 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
9 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
9 |
| Weiss Asset Management LP |
9 |
| Symmetry Peak Management Llc |
9 |
| Campbell & CO Investment Adviser LLC |
9 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
9 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
9 |
| Police & Firemen's Retirement System of New Jersey |
9 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
9 |
| Stratos Wealth Partners, LTD. |
9 |
| Bluefin Capital Management, Llc |
9 |
| Sowell Financial Services LLC |
9 |
| Vanguard World Fund |
9 |
| Delpha Capital Management, Llc |
9 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
9 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
9 |
| BBT Capital Management, LLC |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
9 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
9 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
9 |
| Loomis Sayles & Co L P |
9 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
9 |
| Cowen And Company, Llc |
9 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
9 |
| CoreCap Advisors, LLC |
9 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
9 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
9 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
9 |
| Janney Montgomery Scott LLC |
9 |
| Fox Run Management, L.l.c. |
9 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
9 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
9 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
9 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
9 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
9 |
| Soros Fund Management Llc |
9 |
| Caxton Associates Lp |
9 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
9 |
| Lindbrook Capital, Llc |
9 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
9 |
| QS Investors, LLC |
9 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
9 |
| Boston Private Wealth Llc |
9 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
| Quantamental Technologies LLC |
9 |
| Prospera Financial Services Inc |
9 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
9 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
9 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
9 |
| Geneos Wealth Management Inc. |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
9 |
| State of Tennessee, Treasury Department |
9 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
9 |
| Prudential Short Duration High Yield Fund, Inc. |
9 |
| Mariner, LLC |
9 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
9 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
| DRW Securities, LLC |
9 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
9 |
| Numeric Investors Llc |
9 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
9 |
| Pictet Asset Management Ltd |
8 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
| United Services Automobile Association |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
8 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
8 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
8 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
8 |
| First New York Securities Llc /ny |
8 |
| Independent Portfolio Consultants, Inc. |
8 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
8 |
| Commonwealth Equity Services, Llc |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
8 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
| FNY Partners Fund LP |
8 |
| Massachusetts Financial Services Co /ma/ |
8 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| Financial Architects, Inc |
8 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
8 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
8 |
| Parkside Financial Bank & Trust |
8 |
| Aristeia Capital Llc |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| Oppenheimer Etf Trust |
8 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
8 |
| Menta Capital Llc |
8 |
| Clear Harbor Asset Management, LLC |
8 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
8 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
8 |
| Diametric Capital, LP |
8 |
| Eagle Asset Management Inc |
8 |
| MYDA Advisors LLC |
8 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
8 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
8 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
8 |
| M&t Bank Corp |
8 |
| VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares |
8 |
| Td Asset Management Inc |
8 |
| John Hancock Income Securities Trust |
8 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
8 |
| Stoneridge Investment Partners Llc |
8 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
8 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
8 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
8 |
| Vident Investment Advisory, LLC |
8 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
8 |
| Root Financial Partners, LLC |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
| Wells Fargo Income Opportunities Fund |
8 |
| State of Alaska, Department of Revenue |
8 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
8 |
| Municipal Employees' Retirement System of Michigan |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
8 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
8 |
| Shaolin Capital Management LLC |
8 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
8 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
| Cerity Partners LLC |
8 |
| Ronald Blue Trust, Inc. |
8 |
| Connor Clark & Lunn Investment Management Ltd |
8 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
8 |
| Lombard Odier Asset Management (USA) Corp |
8 |
| Glg Llc |
8 |
| Nuveen Credit Strategies Income Fund |
8 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
8 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
8 |
| Timber Hill LLC |
8 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
8 |
| King Luther Capital Management Corp |
8 |
| Clark Estates Inc/ny |
8 |
| ClariVest Asset Management LLC |
8 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
8 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
| First Quadrant L P/ca |
8 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
8 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
8 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| Pinnacle Associates Ltd |
8 |
| Quantitative Systematic Strategies LLC |
8 |
| Intech Investment Management Llc |
8 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
8 |
| AdvisorNet Financial, Inc |
8 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| Coppell Advisory Solutions LLC |
8 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
8 |
| GLG Partners LP |
8 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
| Cetera Advisor Networks LLC |
8 |
| Wells Fargo Global Dividend Opportunity Fund |
8 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
8 |
| Longfellow Investment Management Co Llc |
8 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
8 |
| Mason Street Advisors, Llc |
8 |
| Irish Life Investment Managers Ltd. |
8 |
| Private Trust Co Na |
8 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
| Wasatch Advisors Inc |
8 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
8 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
8 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
8 |
| Advanced Series Trust - Ast High Yield Portfolio |
8 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
8 |
| Oberweis Asset Management Inc/ |
8 |
| Clearline Capital LP |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
8 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
8 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
8 |
| Blueshift Asset Management, LLC |
8 |
| State of New Jersey Common Pension Fund D |
8 |
| Petrus Trust Company, LTA |
8 |
| Resources Investment Advisors, LLC. |
8 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
8 |
| Ieq Capital, Llc |
8 |
| FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF |
8 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
8 |
| Amundi |
8 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
8 |
| Tocqueville Asset Management L.p. |
8 |
| Weiss Strategic Interval Fund |
8 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
8 |
| Pine River Capital Management L.P. |
8 |
| Private Capital Group, LLC |
8 |
| Nuveen, LLC |
8 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
8 |
| Elk Creek Partners, LLC |
8 |
| True Wealth Design, LLC |
8 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
8 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
8 |
| Tfs Capital Investment Trust |
8 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
| Loeb Offshore Management LP |
8 |
| Tcs Capital Management Llc |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| Nordea Investment Management Ab |
8 |
| Sei Trust Co |
8 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
7 |
| Bailard, Inc. |
7 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
7 |
| Quinn Opportunity Partners LLC |
7 |
| Optiver Holding B.V. |
7 |
| Harbour Investments, Inc. |
7 |
| Fred Alger Management, Llc |
7 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
7 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
7 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
7 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
| Stifel Nicolaus & Co Inc \mo\ |
7 |
| Shepherd Kaplan Krochuk, Llc |
7 |
| People's United Financial, Inc. |
7 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| AHL Partners LLP |
7 |
| Handelsbanken Fonder AB |
7 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
7 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
7 |
| Kerrisdale Advisers, LLC |
7 |
| Bridgefront Capital, LLC |
7 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
7 |
| Wells Fargo Utilities & High Income Fund |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| Claymore Exchange-traded Fund Trust |
7 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
7 |
| SG3 Management, LLC |
7 |
| Qs Batterymarch Financial Management, Inc |
7 |
| Spot Trading L.l.c. |
7 |
| Lsv Asset Management |
7 |
| Hartford Mutual Funds Inc/ct |
7 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
7 |
| Kestra Advisory Services, LLC |
7 |
| Waddell & Reed Financial Inc |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| Gilder Gagnon Howe & Co Llc |
7 |
| Public Sector Pension Investment Board |
7 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
7 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
7 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
7 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
7 |
| Systematic Financial Management Lp |
7 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
7 |
| Ensign Peak Advisors, Inc |
7 |
| Compagnie Lombard Odier SCmA |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
7 |
| Woodline Partners LP |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
7 |
| BlackRock Credit Strategies Fund |
7 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
7 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
7 |
| Water Island Capital Llc |
7 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
7 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
7 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
7 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
| KBC Group NV |
7 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
7 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
7 |
| Flow Traders U.s. Llc |
7 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
7 |
| Portolan Capital Management, LLC |
7 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
7 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
7 |
| Jennison Associates Llc |
7 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
7 |
| Corebridge Financial, Inc. |
7 |
| Exchange Traded Concepts, Llc |
7 |
| Point72 (DIFC) Ltd |
7 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
7 |
| Chicago Equity Partners Llc |
7 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
7 |
| Princeton Alpha Management LP |
7 |
| Glassman Wealth Services |
7 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
7 |
| Cannell Capital Llc |
7 |
| Diker Management Llc |
7 |
| Smith Asset Management Group Lp |
7 |
| EntryPoint Capital, LLC |
7 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| Smartleaf Asset Management LLC |
7 |
| Manning & Napier Advisors Llc |
7 |
| Rehmann Capital Advisory Group |
7 |
| Gradient Investments LLC |
7 |
| Quest Partners LLC |
7 |
| C M Bidwell & Associates Ltd |
7 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
| Wealthfront Inc |
7 |
| Nicholas Investment Partners, LP |
7 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| Profund Advisors Llc |
7 |
| Texas Permanent School Fund |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
| CIBC Asset Management Inc |
7 |
| Asset Management One Co., Ltd. |
7 |
| Reilly Financial Advisors, Llc |
7 |
| Voloridge Investment Management, Llc |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| Farmers & Merchants Investments Inc |
7 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
7 |
| Thompson Siegel & Walmsley Llc |
7 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| Shell Asset Management Co |
7 |
| North Star Investment Management Corp. |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
7 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
7 |
| Commonwealth Equity Services, Inc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
7 |
| PharVision Advisers, LLC |
7 |
| Zazove Associates Llc |
7 |
| Enterprise Financial Services Corp |
7 |
| Gts Securities Llc |
7 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
7 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
| Cantor Fitzgerald, L. P. |
7 |
| Louisiana State Employees Retirement System |
7 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
7 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
| Winslow, Evans & Crocker, Inc. |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
7 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
7 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
7 |
| Keybank National Association/oh |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
| Linden Advisors Lp |
7 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
7 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
7 |
| 683 Capital Management, LLC |
7 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| State Of Michigan Retirement System |
7 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
7 |
| Oregon Public Employees Retirement Fund |
7 |
| Trust Co Of Vermont |
7 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
7 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
7 |
| Integral Derivatives, LLC |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
| Brookstone Capital Management |
7 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
7 |
| Capstone Asset Management Co |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
7 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
7 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
7 |
| Campbell Multi-strategy Trust |
7 |
| Leap Investments Lp |
7 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
7 |
| Toroso Investments, LLC |
7 |
| Cresset Asset Management, LLC |
7 |
| CAPROCK Group, Inc. |
7 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
7 |
| Global Retirement Partners, LLC |
7 |
| EAM Global Investors LLC |
7 |
| Sofos Investments, Inc. |
7 |
| Versant Capital Management, Inc |
7 |
| Clearbridge Investments, LLC |
7 |
| Summit Trail Advisors, Llc |
7 |
| Synovus Financial Corp |
7 |
| Sound Income Strategies, LLC |
7 |
| Berman Capital Advisors, LLC |
7 |
| Lucus Advisors Llc |
7 |
| OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
7 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
7 |
| Franklin Ltd Duration Income Trust |
7 |
| Capital World Investors |
7 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
| Capital Advisors, Ltd. LLC |
7 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
7 |
| Relative Value Fund |
7 |
| Ivy High Income Opportunities Fund |
7 |
| Rotella Capital Management, Inc. |
7 |
| Ardsley Advisory Partners Lp |
7 |
| Klp Kapitalforvaltning As |
7 |
| Calamos Global Dynamic Income Fund |
7 |
| SJS Investment Consulting Inc. |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
7 |
| Rydex Etf Trust |
7 |
| 1832 Asset Management L.P. |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
| John Hancock Investors Trust |
7 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
7 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
7 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
7 |
| Pnc Funds |
7 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
7 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
7 |
| APG Asset Management N.V. |
7 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
7 |
| WFG Advisors, LP |
7 |
| Archford Capital Strategies, LLC |
7 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
7 |
| Brevan Howard Capital Management LP |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
7 |
| John Hancock Hedged Equity & Income Fund |
7 |
| Hancock Whitney Corp |
7 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
| Invictus RG Pte. Ltd. |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
6 |
| First Horizon Corp |
6 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
6 |
| Timpani Capital Management LLC |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
| First Manhattan Co |
6 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
| Eidelman Virant Capital |
6 |
| Transamerica Financial Advisors, Inc. |
6 |
| Sonora Investment Management, LLC |
6 |
| Pathstone Family Office, Llc |
6 |
| Cibc World Markets Corp |
6 |
| Hotchkis & Wiley Capital Management Llc |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
6 |
| Stanley-Laman Group, Ltd. |
6 |
| Karp Capital Management Corp |
6 |
| FIL Ltd |
6 |
| Stephens Inc /ar/ |
6 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
6 |
| Allen Investment Management LLC |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
6 |
| Empowered Funds, LLC |
6 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
6 |
| StoneX Group Inc. |
6 |
| Ci Investments Inc. |
6 |
| Centaurus Financial, Inc. |
6 |
| IndexIQ Advisors LLC |
6 |
| Miller Value Partners, Llc |
6 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
| Kepos Capital LP |
6 |
| Ab Pooling Portfolios |
6 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
6 |
| Dreyfus High Yield Strategies Fund |
6 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
6 |
| Bell Investment Advisors, Inc |
6 |
| Baird Financial Group, Inc. |
6 |
| Elite Wealth Management, Inc. |
6 |
| Lenox Wealth Management, Inc. |
6 |
| United Capital Financial Advisers, Llc |
6 |
| Virtus Global Dividend & Income Fund Inc. |
6 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
6 |
| Wedbush Securities Inc |
6 |
| Independent Advisor Alliance |
6 |
| Parametrica Management Ltd |
6 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
6 |
| Intrinsic Edge Capital Management LLC |
6 |
| R&F Capital Advisors LP |
6 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
6 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
6 |
| Coldstream Capital Management Inc |
6 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
| Axq Capital, Lp |
6 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
| Societe Generale |
6 |
| CenterBook Partners LP |
6 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
| Pioneer High Income Trust |
6 |
| FNY Managed Accounts LLC |
6 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
6 |
| Humankind Benefit Corp - Humankind US Stock ETF |
6 |
| RWC Asset Management LLP |
6 |
| Bamco Inc /ny/ |
6 |
| Old Mutual Customised Solutions (proprietary) Ltd |
6 |
| B. Riley Financial, Inc. |
6 |
| Invictus RG |
6 |
| Bogart Wealth, LLC |
6 |
| ArrowMark Colorado Holdings LLC |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| Calamos Dynamic Convertible & Income Fund |
6 |
| Calamos Convertible & High Income Fund |
6 |
| Calamos Convertible Opportunities & Income Fund |
6 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) |
6 |
| Valeo Financial Advisors, LLC |
6 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
6 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
6 |
| Hussman Strategic Advisors, Inc. |
6 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
| Invesco High Income Trust Ii |
6 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
6 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
6 |
| Ing Groep Nv |
6 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
6 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
| Aster Capital Management (DIFC) Ltd |
6 |
| Wipfli Financial Advisors Llc, |
6 |
| Rivernorth Opportunities Fund, Inc. |
6 |
| Jain Global LLC |
6 |
| Pioneer Diversified High Income Trust |
6 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
6 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
6 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
6 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
| Shannon River Fund Management LLC |
6 |
| Franklin Universal Trust |
6 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
6 |
| Marathon Trading Investment Management LLC |
6 |
| VTL Associates, LLC |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| Prudential Plc |
6 |
| Advent Claymore Convertible Securities & Income Fund |
6 |
| Brinker Capital Inc |
6 |
| Park West Asset Management LLC |
6 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
6 |
| Neuberger Berman High Yield Strategies Fund Inc. |
6 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
6 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
6 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
6 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
6 |
| Boston Income Portfolio - Boston Income Portfolio |
6 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
| World Asset Management Inc |
6 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
6 |
| Marquette Asset Management, LLC |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| Quantitative Investment Management, LLC |
6 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
6 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
6 |
| Global X Management CO LLC |
6 |
| Yousif Capital Management, Llc |
6 |
| Global X Funds |
6 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
6 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
| Virtus Global Multi-sector Income Fund |
6 |
| EverPoint Asset Management, LLC |
6 |
| Capital Performance Advisors Llp |
6 |
| Polar Capital LLP |
6 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
6 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
| Delaware Enhanced Global Dividend & Income Fund |
6 |
| Counterpoint Mutual Funds LLC |
6 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
6 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
| Nomura Asset Management Co Ltd |
6 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
6 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
6 |
| Peak6 Llc |
6 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
6 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
6 |
| Tradewinds Capital Management, LLC |
6 |
| Pitcairn Co |
6 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
| Clear Street Llc |
6 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
6 |
| Renaissance Group Llc |
6 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
| Banque Pictet & Cie Sa |
6 |
| Westpac Banking Corp |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| Hennessy Advisors Inc |
6 |
| Oaktree Capital Management Lp |
6 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
6 |
| Manatuck Hill Partners, LLC |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| Erste Asset Management GmbH |
6 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
6 |
| Hantz Financial Services, Inc. |
6 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
6 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
6 |
| RMB Capital Management, LLC |
6 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
6 |
| Epoch Investment Partners, Inc. |
6 |
| nVerses Capital, LLC |
6 |
| Highland Capital Management Lp |
6 |
| Principal Securities, Inc. |
6 |
| Plante Moran Financial Advisors, LLC |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
6 |
| Penserra Capital Management LLC |
6 |
| New York Life Investment Management Llc |
6 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
6 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
| Zeke Capital Advisors, Llc |
6 |
| Delta Asset Management Llc/tn |
6 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
6 |
| Cipher Capital LP |
6 |
| XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| Westchester Capital Management, LLC |
6 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
6 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
6 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
6 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
6 |
| Concourse Capital Management, LLC |
6 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
6 |
| Prudential Global Short Duration High Yield Fund, Inc. |
6 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
| Evercore Wealth Management, LLC |
6 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
| Howe & Rusling Inc |
6 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
6 |
| Cornercap Investment Counsel Inc |
6 |
| Vestcor Inc |
6 |
| Cetera Investment Advisers |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
6 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
6 |
| SECOR Capital Advisors, LP |
6 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
6 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
6 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
6 |
| Columbus Circle Investors |
6 |
| Profunds - Profund Vp Oil & Gas |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
6 |
| BRYN MAWR TRUST Co |
6 |
| Teton Advisors, Inc. |
6 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
| Eqis Capital Management, Inc. |
6 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
6 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
6 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
6 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
6 |
| Arkadios Wealth Advisors |
6 |
| Bb&t Securities, Llc |
6 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
6 |
| Horrell Capital Management, Inc. |
6 |
| Mirabella Financial Services Llp |
6 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
6 |
| Lenox Wealth Advisors, LLC |
6 |
| Bluefin Trading, LLC |
6 |
| Bokf, Na |
6 |
| Denali Advisors Llc |
6 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
6 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
6 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
6 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
6 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
6 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
6 |
| Toth Financial Advisory Corp |
6 |
| UMA Financial Services, Inc. |
6 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
6 |
| Passport Capital, LLC |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| Mizuho Securities Usa Llc |
6 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
6 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
| IMC-Chicago, LLC |
6 |
| Palisade Capital Management Llc/nj |
6 |
| JustInvest LLC |
6 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
6 |
| Salomon & Ludwin, LLC |
6 |
| FundVantage Trust - Verplanck Balanced Fund |
6 |
| CI Private Wealth, LLC |
6 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
6 |
| Meteora Capital, LLC |
6 |
| Quantinno Capital Management LP |
6 |
| Weld Capital Management Llc |
6 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
6 |
| Pearl River Capital, LLC |
6 |
| Regions Financial Corp |
6 |
| Ellevest, Inc. |
6 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
6 |
| Assured Investment Management LLC |
6 |
| International Assets Investment Management, Llc |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
6 |
| Zweig-DiMenna Associates LLC |
6 |
| Chartwell Investment Partners, Llc |
5 |
| Pimco Corporate & Income Opportunity Fund |
5 |
| Ibex Investors LLC |
5 |
| Kore Private Wealth LLC |
5 |
| CIBC Bancorp USA Inc. |
5 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
5 |
| Truvestments Capital Llc |
5 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
5 |
| William Blair Investment Management, Llc |
5 |
| Mitsubishi UFJ Trust & Banking Corp |
5 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
5 |
| Clinton Group Inc |
5 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
5 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
5 |
| Cornerstone Advisory, LLC |
5 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
| Riverhead Capital Management Llc |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
| First Hawaiian Bank |
5 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
5 |
| Convergence Investment Partners, LLC |
5 |
| Regal Investment Advisors LLC |
5 |
| Piper Sandler & Co. |
5 |
| WealthPLAN Partners, LLC |
5 |
| Cetera Advisors LLC |
5 |
| Gupta Wealth Management LLC |
5 |
| Hamilton Lane Advisors Llc |
5 |
| Bryn Mawr Capital Management Inc |
5 |
| Proficio Capital Partners LLC |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
5 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
5 |
| JNBA Financial Advisors |
5 |
| Bulldog Investors, LLP |
5 |
| Hodges Capital Management Inc. |
5 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
5 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
5 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
| Luxor Capital Group, LP |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
5 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
5 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
| USA Financial Portformulas Corp |
5 |
| Great Lakes Advisors, Llc |
5 |
| Skopos Labs, Inc. |
5 |
| B. Metzler seel. Sohn & Co. Holding AG |
5 |
| Folger Hill Asset Management LP |
5 |
| Ethic Inc. |
5 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| Wealthspire Advisors, LLC |
5 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
5 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| Brown Brothers Harriman & Co |
5 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
5 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
5 |
| Nuveen Short Duration Credit Opportunities Fund |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
5 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
| Granite Investment Partners, LLC |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
5 |
| Jfs Wealth Advisors, Llc |
5 |
| Carroll Financial Associates, Inc. |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
5 |
| OP Asset Management Ltd |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
5 |
| Barings Global Short Duration High Yield Fund |
5 |
| Allianzgi Diversified Income & Convertible Fund |
5 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
5 |
| Special Opportunities Fund, Inc. |
5 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
5 |
| Catalyst Funds Management Pty Ltd |
5 |
| Mint Tower Capital Management B.V. |
5 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
| Allianzgi Convertible & Income Fund Ii |
5 |
| Allianzgi Convertible & Income Fund |
5 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
5 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
| Exane Derivatives |
5 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
| Barings Llc |
5 |
| Gardner Lewis Asset Management L P |
5 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
5 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
| Atom Investors LP |
5 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
5 |
| Kapitalo Investimentos Ltda |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
| SpiderRock Trading LLC |
5 |
| MCF Advisors LLC |
5 |
| Twinbeech Capital Lp |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| Ssi Investment Management Llc |
5 |
| Knight Capital Group, Inc. |
5 |
| Cvi Holdings, Llc |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
| Nuveen Floating Rate Income Fund |
5 |
| Shapiro Robert N |
5 |
| JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) |
5 |
| Winfield Associates, Inc. |
5 |
| Pimco Corporate & Income Strategy Fund |
5 |
| Lombard Odier Asset Management (Europe) Ltd |
5 |
| Creative Financial Designs Inc /adv |
5 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
5 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
5 |
| Wetherby Asset Management Inc |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
| Veritable, L.P. |
5 |
| Hexagon Capital Partners LLC |
5 |
| Headlands Technologies LLC |
5 |
| International Value Advisers, LLC |
5 |
| Nuveen Floating Rate Income Opportunity Fund |
5 |
| LS Investment Advisors, LLC |
5 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
5 |
| New England Securities Corp /MA/ |
5 |
| One Wealth Advisors, LLC |
5 |
| PineBridge Investments, L.P. |
5 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
5 |
| Cardinal Capital Management Llc /ct |
5 |
| Wilmington Trust Co |
5 |
| Wrapmanager Inc |
5 |
| CVA Family Office, LLC |
5 |
| Advisors Preferred, LLC |
5 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
5 |
| First Eagle Investment Management, LLC |
5 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
5 |
| CWM Advisors, LLC |
5 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
5 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
5 |
| Scopus Asset Management, L.p. |
5 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
5 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
5 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| Holocene Advisors, LP |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| Teton Westwood Funds |
5 |
| Rs Investment Management Co Llc |
5 |
| WMS Partners, LLC |
5 |
| Securian Asset Management, Inc |
5 |
| Absolute Return Capital, LLC |
5 |
| Periscope Capital Inc. |
5 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
| Yorktown Management & Research Co Inc |
5 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
5 |
| Financial Gravity Companies, Inc. |
5 |
| River & Mercantile Asset Management Llp |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| Crewe Advisors LLC |
5 |
| Castle Creek Arbitrage, LLC |
5 |
| Etf Managers Group, Llc |
5 |
| Ativo Capital Management LLC |
5 |
| QCM Cayman, Ltd. |
5 |
| Legacy Financial Advisors, Inc. |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Tibra Equities Europe Ltd |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
5 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
5 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Pimco Income Strategy Fund |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| CIBC World Markets Inc. |
5 |
| Artisan Partners Limited Partnership |
5 |
| Rafferty Asset Management, LLC |
5 |
| MASTER BOND LLC - Master Total Return Portfolio |
5 |
| CastleKnight Management LP |
5 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
5 |
| HHM Wealth Advisors, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
5 |
| Leonteq Securities AG |
5 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
5 |
| Acap Strategic Fund |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
5 |
| Janus Capital Management Llc |
5 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
5 |
| Point72 Europe (London) LLP |
5 |
| Wilmington Funds Management Corp |
5 |
| IHT Wealth Management, LLC |
5 |
| Koshinski Asset Management, Inc. |
5 |
| Integrated Wealth Management |
5 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
5 |
| Fortis Advisors, LLC |
5 |
| Rivernorth Capital Management, Llc |
5 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
5 |
| Corton Capital Inc. |
5 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
| Worth Venture Partners, LLC |
5 |
| Beaconlight Capital, Llc |
5 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
5 |
| Ritholtz Wealth Management |
5 |
| Covington Capital Management |
5 |
| Smithfield Trust Co |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| American Financial Group Inc |
5 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
5 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
5 |
| Commerzbank Aktiengesellschaft /fi |
5 |
| Ridgeworth Funds |
5 |
| Sandy Spring Bank |
5 |
| BlackRock ETF Trust II - BlackRock High Yield ETF |
5 |
| National Planning Corp |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
5 |
| Aristides Capital LLC |
5 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
5 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| Maverick Capital Ltd |
5 |
| Employees Retirement System of Texas |
5 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
| Forward Management, LLC |
5 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
5 |
| I.g. Investment Management, Ltd. |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
5 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
| Bridgewater Associates, LP |
5 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
5 |
| Atlantic Trust, LLC |
5 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
5 |
| Bleakley Financial Group, LLC |
5 |
| HGC Investment Management Inc. |
5 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
| Bb&t Investment Services, Inc. |
5 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
5 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
5 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
5 |
| Leonard Capital Management, Inc |
5 |
| S Squared Technology, LLC |
5 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
5 |
| Cramer Rosenthal Mcglynn Llc |
5 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| Calamos Strategic Total Return Fund |
5 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| Evoke Wealth, Llc |
5 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
5 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
5 |
| SageView Advisory Group, LLC |
5 |
| Edmond De Rothschild Holding S.a. |
5 |
| Exos TFP Holdings LLC |
5 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
5 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
5 |
| Delphi Management Inc /ma/ |
5 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| Commonwealth Bank Of Australia |
5 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
5 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
5 |
| Seven Eight Capital, Lp |
5 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| B. Metzler seel. Sohn & Co. AG |
5 |
| Yakira Capital Management, Inc. |
5 |
| Baker Avenue Asset Management, LP |
5 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
5 |
| Pcm Fund, Inc. |
5 |
| Gratia Capital, Llc |
5 |
| Dialectic Capital Management, Lp |
5 |
| Clearbridge, Llc |
5 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
5 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
| Placemark Investments, Inc. |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
5 |
| Banque Cantonale Vaudoise |
5 |
| Schechter Investment Advisors, LLC |
5 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
5 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
5 |
| Azzad Asset Management Inc /adv |
5 |
| Rational Advisors Llc |
5 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
5 |
| Nokomis Capital, L.L.C. |
5 |
| Kings Point Capital Management |
5 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
5 |
| Old National Bancorp /in/ |
5 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
| GPS Wealth Strategies Group, LLC |
5 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| Confluence Wealth Services, Inc. |
5 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| Waratah Capital Advisors Ltd. |
5 |
| Zebra Capital Management LLC |
5 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| Voya Prime Rate Trust |
5 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
5 |
| Amundi Pioneer Asset Management Inc |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
5 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
5 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
| BTG Pactual Global Asset Management Ltd |
5 |
| Fisher Asset Management, LLC |
5 |
| Vident Advisory, LLC |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| Bank Of Nova Scotia |
5 |
| Wedge Capital Management L L P/nc |
5 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
5 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
5 |
| AlpInvest Partners B.V. |
5 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| Quantum Capital Management |
5 |
| Riverwater Partners LLC |
5 |
| Advisory Research Inc |
5 |
| First Midwest Bank Trust Division |
5 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
5 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
| GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF |
5 |
| Pimco Global Stocksplus & Income Fund |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| Johnson Financial Group, Inc. |
5 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
5 |
| Mutual Of America Capital Management Llc |
5 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
5 |
| Glg Inc. |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
5 |
| Winton Capital Management Ltd |
4 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
4 |
| Blackstone / Gso Senior Floating Rate Term Fund |
4 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
| Wesbanco Bank Inc |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
4 |
| Regentatlantic Capital Llc |
4 |
| Pathstone Holdings, LLC |
4 |
| K.J. Harrison & Partners Inc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
| TD Waterhouse Canada Inc. |
4 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
| Mosaic Family Wealth, LLC |
4 |
| Westport Resources Management Inc |
4 |
| Calvert Investment Management, Inc. |
4 |
| Scout Investments, Inc. |
4 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
4 |
| Falcon Point Capital, Llc |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| Penn Capital Management Co Inc |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
4 |
| Colony Group, LLC |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| Financial Management Professionals, Inc. |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
4 |
| Planning Capital Management Corp |
4 |
| First Citizens Bank & Trust Co |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| Reinhart Partners, Inc. |
4 |
| SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
4 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
4 |
| Nbc Securities, Inc. |
4 |
| GHP Investment Advisors, Inc. |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| Fortaleza Asset Management Inc/ |
4 |
| Wright Investors Service Inc |
4 |
| Parkwood LLC |
4 |
| Curian Capital Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
4 |
| Whitnell & Co. |
4 |
| Kb Financial Partners, Llc |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| Freestone Grove Partners LP |
4 |
| Daiwa Securities Group Inc. |
4 |
| Discovery Capital Management, Llc / Ct |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| Mariner Investment Group Llc |
4 |
| Motco |
4 |
| Coliseum Capital Management, LLC |
4 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Americafirst Capital Management, Llc |
4 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
| Anson Funds Management LP |
4 |
| Advent Capital Management /de/ |
4 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| Tucker Asset Management Llc |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| Contour Asset Management LLC |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
4 |
| Concurrent Investment Advisors, LLC |
4 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
4 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
4 |
| Rothschild Investment Corp /il |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| Seizert Capital Partners, Llc |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
| Nuveen Diversified Dividend & Income Fund |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Park Avenue Securities Llc |
4 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
4 |
| Carmignac Gestion |
4 |
| Point72 Middle East FZE |
4 |
| FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
4 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
| Vanguard Explorer Fund |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
4 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
4 |
| WealthTrust-Arizona, LLC |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| Vanguard Horizon Funds |
4 |
| Cooper Creek Partners Management Llc |
4 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
4 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
4 |
| Natixis Investment Managers International |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| Innovis Asset Management Llc |
4 |
| Trust For Advisor Solutions |
4 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
| Knott David M |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| Abound Wealth Management |
4 |
| Cornerstone Planning Group LLC |
4 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
4 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
4 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
| Westend Capital Management LLC |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
| Moran Wealth Management, LLC |
4 |
| VCSMX - VALIC Co I - Small Cap Fund |
4 |
| TIG Advisors, LLC |
4 |
| Brandes Investment Partners, Lp |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
| Mycio Wealth Partners, Llc |
4 |
| Jasper Ridge Partners, L.P. |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| Sciencast Management LP |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
| Waldron Private Wealth LLC |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| Sanctuary Advisors, LLC |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Anchor Capital Advisors Llc |
4 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
| Denver Investment Advisors Llc |
4 |
| Brinker Capital Investments, LLC |
4 |
| Mather Group, Llc. |
4 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
4 |
| AlphaMark Advisors, LLC |
4 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
4 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Hudock, Inc. |
4 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
4 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
4 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
4 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
| Hanseatic Management Services Inc |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| Pimco Income Opportunity Fund |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Icon Advisers Inc/co |
4 |
| Sit Investment Associates Inc |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
| Tarbox Family Office, Inc. |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| Optimum Investment Advisors |
4 |
| VIEX Capital Advisors, LLC |
4 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
4 |
| Baldwin Brothers Inc/ma |
4 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
4 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
| Retirement Systems of Alabama |
4 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
4 |
| Quest Investment Management Llc |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| 1st Global Advisors, Inc. |
4 |
| Natixis Advisors, L.p. |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| Serengeti Asset Management LP |
4 |
| DnB Asset Management AS |
4 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
4 |
| Castleark Management Llc |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
4 |
| APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
4 |
| Quotient Investors, LLC |
4 |
| Keebeck Alpha, LP |
4 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
4 |
| Harber Asset Management Llc |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
4 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
4 |
| Pimco Flexible Credit Income Fund |
4 |
| Janney Capital Management LLC |
4 |
| Baader Bank INC |
4 |
| Invenomic Capital Management LP |
4 |
| IBM Retirement Fund |
4 |
| FORA Capital, LLC |
4 |
| Brookfield Asset Management Inc. |
4 |
| Pimco Dynamic Income Fund |
4 |
| Hartford Investment Management Co |
4 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
4 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
| Benjamin F. Edwards & Company, Inc. |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| My Personal CFO, LLC |
4 |
| Cinctive Capital Management LP |
4 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
| Baystate Wealth Management LLC |
4 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Westfield Capital Management Co Lp |
4 |
| Shay Capital LLC |
4 |
| Harvest Capital Strategies LLC |
4 |
| Hilton Capital Management, LLC |
4 |
| R Squared Ltd |
4 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
4 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
4 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
4 |
| FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| Avion Wealth |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| Rialto Wealth Management, LLC |
4 |
| Kassirer Asset Management Corp |
4 |
| Integrated Quantitative Investments LLC |
4 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
4 |
| Moody National Bank Trust Division |
4 |
| Inscription Capital, LLC |
4 |
| Voya Financial Advisors, Inc. |
4 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Joseph P. Lucia & Associates, LLC |
4 |
| Balentine LLC |
4 |
| Roubaix Capital, LLC |
4 |
| Human Investing LLC |
4 |
| Claro Advisors LLC |
4 |
| DeepCurrents Investment Group LLC |
4 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
| Strategic Blueprint, LLC |
4 |
| Salem Investment Counselors Inc |
4 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
4 |
| First Allied Advisory Services, Inc. |
4 |
| Global Wealth Management Investment Advisory, Inc. |
4 |
| Jupiter Asset Management Ltd |
4 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
4 |
| Ameritas Investment Corp |
4 |
| Townsquare Capital Llc |
4 |
| Signature Equity Partners, LLC |
4 |
| Stratos Wealth Advisors, LLC |
4 |
| Riverview Trust Co |
4 |
| Alphacrest Capital Management Llc |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| Boussard & Gavaudan Investment Management LLP |
4 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
| Next Century Growth Investors Llc |
4 |
| Arbiter Partners Capital Management LLC |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| Gargoyle Investment Advisor L.L.C. |
4 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
4 |
| Six Circles Trust - Six Circles Global Bond Fund |
4 |
| American Funds Insurance Series |
4 |
| Jacob Asset Management Of New York Llc |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| Byrne Asset Management LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| Elequin Capital Lp |
4 |
| Gladius Capital Management LP |
4 |
| NINE MASTS CAPITAL Ltd |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| Danske Bank A/s |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| OmniStar Financial Group, Inc. |
4 |
| Valley National Advisers Inc |
4 |
| Montag A & Associates Inc |
4 |
| Thornburg Investment Management Inc |
4 |
| Vivaldi Opportunities Fund |
4 |
| Certified Advisory Corp |
4 |
| We Are One Seven, LLC |
4 |
| TFC Financial Management |
4 |
| Pictet Asset Management Sa |
4 |
| Comerica Securities Inc |
4 |
| Wexford Capital Lp |
4 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Integrated Investment Consultants, LLC |
4 |
| Senvest Management, LLC |
4 |
| Athanor Capital, Lp |
4 |
| AGF Investments LLC |
4 |
| Elkfork Partners LLC |
4 |
| Capital Investment Advisory Services, LLC |
4 |
| Truewealth Llc |
4 |
| Maven Securities LTD |
4 |
| Icon Wealth Partners, LLC |
4 |
| Ford Financial Group, LLC |
4 |
| Macroview Investment Management Llc |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| Capital One, National Association |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| Underlying Funds Trust |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Jacobi Capital Management LLC |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| DLD Asset Management, LP |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| Adams Street Partners Llc |
4 |
| Western Asset High Income Opportunity Fund Inc. |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| Fondren Management LP |
4 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Tcw Group Inc |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Jericho Capital Asset Management L.P. |
4 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
4 |
| Nuveen Fund Advisors, LLC |
4 |
| Westside Investment Management, Inc. |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| Koch Industries Inc |
4 |
| Umb Bank N A/mo |
4 |
| Diversified Trust Co |
4 |
| Crestline Management, LP |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
4 |
| HighPoint Advisor Group LLC |
4 |
| Earnest Partners Llc |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| 272 Capital LP |
4 |
| Man Investments Ltd |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
4 |
| Sage Mountain Advisors LLC |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| BDO Wealth Advisors, LLC |
4 |
| Intercontinental Wealth Advisors, LLC |
4 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
| Berkley W R Corp |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| Empire Capital Management, L.L.C. |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
4 |
| Crossmark Global Holdings, Inc. |
4 |
| Calamos Global Total Return Fund |
4 |
| Gabelli Equity Trust Inc |
4 |
| Winton Diversified Opportunities Fund |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| Credit Suisse High Yield Bond Fund |
4 |
| TriOaks Capital Management L.P. |
4 |
| Cion Ares Diversified Credit Fund |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| Invesco Senior Loan Fund |
4 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| Western Asset High Income Fund Ii Inc. |
4 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
| Balter Liquid Alternatives, LLC |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
4 |
| Jat Capital Management, L.p. |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| Maryland State Retirement & Pension System |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| Wbi Investments, Inc. |
4 |
| Telemetry Investments, L.L.C. |
4 |
| Blue Arrow Capital Management Llc |
4 |
| Catapult Capital Management Llc |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
4 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
4 |
| Friess Associates Llc |
4 |
| First Trust High Income Long/short Fund |
4 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
| Meitav Dash Investments Ltd |
4 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
| Tradition Wealth Management, LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
| Western Asset Global High Income Fund Inc. |
4 |
| Mfs Charter Income Trust |
4 |
| Lebenthal Asset Management, LLC |
4 |
| Voya Senior Income Fund |
4 |
| Twin Tree Management, LP |
4 |
| Gdl Fund |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
4 |
| CENTRAL TRUST Co |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| Oppenheimer Global Multi Strategies Fund |
4 |
| Guggenheim Strategic Opportunities Fund |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| SkyView Investment Advisors, LLC |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| NatWest Group plc |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Advantage Advisers Xanthus Fund, L.l.c. |
4 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| First Personal Financial Services |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| Capula Management Ltd |
4 |
| Highlander Capital Management, LLC |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| Dubuque Bank & Trust Co |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Nuveen Global High Income Fund |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| Forum Funds |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
| Nuveen Senior Income Fund |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| Mml Investors Services, Llc |
4 |
| Pimco Income Strategy Fund Ii |
4 |
| Tradeworx Inc. |
4 |
| Hughes Financial Services, LLC |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| Advisors Capital Management, LLC |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
| Watershed Asset Management, L.L.C. |
4 |
| Brant Point Investment Management Llc |
4 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
4 |
| Reynolds Capital Management Llc |
4 |
| Trellus Management Company, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| Matarin Capital Management, LLC |
4 |
| Geduld E E |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
| Legato Capital Management LLC |
4 |
| Bare Financial Services, Inc |
4 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
4 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
4 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
4 |
| Jump Trading, LLC |
4 |
| Calamos Wealth Management LLC |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
4 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
4 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
4 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| Heartland Advisors Inc |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
4 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
4 |
| Private Wealth Management Group, LLC |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
| D'Orazio & Associates, Inc. |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| Clarius Group, LLC |
4 |
| Chilton Investment Co Llc |
4 |
| Patten Group, Inc. |
4 |
| Columbia Wanger Asset Management Llc |
4 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
4 |
| Pictet Asset Management Holding SA |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| 40 North Management LLC |
3 |
| Fir Tree Capital Management Lp |
3 |
| Mangrove Partners |
3 |
| Frost Phillip Md Et Al |
3 |
| Altimeter Capital Management, LP |
3 |
| Osmium Partners, LLC |
3 |
| Cove Street Capital, LLC |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Carlson Capital L P |
3 |
| Raging Capital Management, LLC |
3 |
| General Electric Co |
3 |
| Fosun International Ltd |
3 |
| Northern Right Capital Management, L.P. |
3 |
| Select Equity Group, L.P. |
3 |
| Indaba Capital Management, L.P. |
3 |
| Brauser Michael |
3 |
| Armistice Capital, Llc |
3 |
| Loews Corp |
3 |
| Fortress Investment Group LLC |
3 |
| Marxe Austin W & Greenhouse David M |
3 |
| York Capital Management Global Advisors, LLC |
3 |
| River Road Asset Management, LLC |
3 |
| Typenex Co-Investment, LLC |
3 |
| Osterweis Capital Management Inc |
3 |
| Capital Research Global Investors |
3 |
| Ruane, Cunniff & Goldfarb Inc |
3 |
| Nantahala Capital Management, LLC |
3 |
| First Pacific Advisors, LP |
3 |
| Lmcg Investments, Llc |
3 |
| Sun Life Financial Inc |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| Coatue Management Llc |
3 |
| Black Creek Investment Management Inc. |
3 |
| AWM Investment Company, Inc. |
3 |
| Ariel Investments, Llc |
3 |
| Platinum Investment Management Ltd |
3 |
| Empery Asset Management, LP |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Trigran Investments, Inc. |
3 |
| Redwood Capital Management, Llc |
3 |
| M&g Investment Management Ltd |
3 |
| Lapides Asset Management, LLC |
3 |
| Harris Associates L P |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| Cribstone Capital Management, LLC |
3 |
| Hm Payson & Co |
3 |
| Colony Group Llc |
3 |
| Agf Investments Inc. |
3 |
| Hall Laurie J Trustee |
3 |
| Ada Investment Management, LP |
3 |
| Sandler Capital Management |
3 |
| Chilton Capital Management Llc |
3 |
| Commerce Bank |
3 |
| Granahan Investment Management Inc/ma |
3 |
| Symphony Asset Management Llc |
3 |
| Dreman Value Management, L L C |
3 |
| WASHINGTON TRUST Co |
3 |
| M&r Capital Management Inc |
3 |
| Argent Capital Management Llc |
3 |
| Aviva Plc |
3 |
| Leonard Green & Partners, L.P. |
3 |
| Broadview Advisors Llc |
3 |
| Miles Capital, Inc. |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Pacific Alternative Asset Management Company, Llc |
3 |
| First Washington CORP |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| Cupps Capital Management, LLC |
3 |
| Ruffer LLP |
3 |
| Dean Capital Management |
3 |
| Chesapeake Asset Management Llc |
3 |
| Buckhead Capital Management Llc |
3 |
| Green Square Capital Advisors Llc |
3 |
| Cowen Prime Services LLC |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| Stonehill Capital Management Llc |
3 |
| Madison Investment Holdings Inc |
3 |
| Herndon Capital Management Llc |
3 |
| Todd Asset Management Llc |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Opus Capital Group, LLC |
3 |
| Estabrook Capital Management |
3 |
| Pzena Investment Management Llc |
3 |
| Perritt Capital Management Inc |
3 |
| Geneva Advisors, LLC |
3 |
| Mawer Investment Management Ltd. |
3 |
| Bartlett & Co. LLC |
3 |
| Bollard Group LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Formidable Asset Management, LLC |
3 |
| Schwartz Investment Counsel Inc |
3 |
| Financial & Investment Management Group Ltd |
3 |
| Bourgeon Capital Management Llc |
3 |
| Sawgrass Asset Management Llc |
3 |
| Alps Advisors Inc |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| Segantii Capital Management Ltd |
3 |
| Checchi Capital Advisers, LLC |
3 |
| Community Bank, N.A. |
3 |
| Asher Enterprises Inc |
3 |
| Perigon Wealth Management, LLC |
3 |
| Usa Mutuals Advisors, Inc. |
3 |
| Wealthcare Capital Management Llc |
3 |
| Intrepid Capital Management Inc |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| Clough Capital Partners L P |
3 |
| Taconic Capital Advisors LP |
3 |
| Pier Capital, LLC |
3 |
| VR Advisory Services Ltd |
3 |
| Phocas Financial Corp. |
3 |
| GV Financial Advisors |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| South Dakota Investment Council |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Everence Capital Management Inc |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| SeaBridge Investment Advisors LLC |
3 |
| Rathbone Brothers plc |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| Whetstone Capital Advisors, LLC |
3 |
| Griffin Asset Management, Inc. |
3 |
| Qci Asset Management Inc/ny |
3 |
| Deltec Asset Management Llc |
3 |
| BTC Capital Management, Inc. |
3 |
| Lebenthal Holdings,LLC |
3 |
| Investment Centers Of America Inc |
3 |
| WealthTrust Axiom LLC |
3 |
| Northpointe Capital Llc |
3 |
| Northwest Investment Counselors, Llc |
3 |
| Lourd Capital, LLC |
3 |
| Bp Plc |
3 |
| Perpetual Ltd |
3 |
| Emerald Advisers, Llc |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Evergreen Capital Management Llc |
3 |
| Ballentine Partners, LLC |
3 |
| First Heartland Consultants, Inc. |
3 |
| Hl Financial Services Llc |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Mondrian Investment Partners LTD |
3 |
| WestEnd Advisors, LLC |
3 |
| First Dallas Securities Inc. |
3 |
| Advisor Partners Llc |
3 |
| Tiedemann Advisors, Llc |
3 |
| Shine Investment Advisory Services Inc |
3 |
| IMA Wealth, Inc. |
3 |
| Asset Advisors Corp |
3 |
| Tortoise Investment Management, LLC |
3 |
| Boston Advisors Llc |
3 |
| CenterStar Fund, LLC |
3 |
| Meritage Portfolio Management |
3 |
| Delta Lloyd Nv |
3 |
| NewSquare Capital LLC |
3 |
| Charter Trust Co |
3 |
| Eagle Global Advisors Llc |
3 |
| Harbourvest Partners Llc |
3 |
| Radcliffe Capital Management, L.P. |
3 |
| Avalon Advisors, Llc |
3 |
| Hilltop Holdings Inc. |
3 |
| Brighton Jones Llc |
3 |
| Raymond James Trust N.a. |
3 |
| Capital Impact Advisors, LLC |
3 |
| HighVista Strategies LLC |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Integre Asset Management, LLC |
3 |
| NorthCoast Asset Management LLC |
3 |
| Bank Of Hawaii |
3 |
| Conning Inc. |
3 |
| Savant Capital, LLC |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Korea Investment CORP |
3 |
| Klingenstein Fields & Co Lp |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Rice Hall James & Associates, Llc |
3 |
| Hartford Financial Management Inc. |
3 |
| Hexavest Inc. |
3 |
| Paragon Capital Management Ltd |
3 |
| FormulaFolio Investments, LLC |
3 |
| Winch Advisory Services, LLC |
3 |
| Orrstown Financial Services Inc |
3 |
| Oakbrook Investments Llc |
3 |
| Abner Herrman & Brock Llc |
3 |
| Sigma Planning Corp |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| City Holding Co |
3 |
| DAVENPORT & Co LLC |
3 |
| Tompkins Financial Corp |
3 |
| GW&K Investment Management, LLC |
3 |
| Alpha Windward Llc |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| AMG Funds LLC |
3 |
| First PREMIER Bank |
3 |
| Contravisory Investment Management, Inc. |
3 |
| Dakota Wealth Management |
3 |
| Edge Wealth Management LLC |
3 |
| Wunderlich Securities, Inc. |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Kistler-Tiffany Companies, LLC |
3 |
| Stanley Capital Management, LLC |
3 |
| Act Ii Management, Lp |
3 |
| Krilogy Financial LLC |
3 |
| Moors & Cabot, Inc. |
3 |
| Basso Capital Management, L.p. |
3 |
| HighTower Trust Services, LTA |
3 |
| Bard Associates Inc |
3 |
| Kcm Investment Advisors Llc |
3 |
| ARGI Investment Services, LLC |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| Focused Wealth Management, Inc |
3 |
| NewFocus Financial Group, LLC |
3 |
| RFG Advisory, LLC |
3 |
| Buckingham Capital Management, Inc. |
3 |
| Lyon Street Capital, LLC |
3 |
| Alexandria Capital, LLC |
3 |
| Artemis Investment Management LLP |
3 |
| Covenant Multifamily Offices, LLC |
3 |
| Argent Trust Co |
3 |
| Arrow Financial Corp |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| Utah Retirement Systems |
3 |
| Burney Co/ |
3 |
| Partnervest Advisory Services LLC |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Ledyard National Bank |
3 |
| Boyd Watterson Asset Management Llc/oh |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Xponance, Inc. |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| James Investment Research Inc |
3 |
| Premier Asset Management Llc |
3 |
| Wavelength Asset Management LLC |
3 |
| Navellier & Associates Inc |
3 |
| Herald Investment Management Ltd |
3 |
| StepStone Group LP |
3 |
| Sentinel Asset Management, Inc. |
3 |
| S. Muoio & Co. Llc |
3 |
| CR Intrinsic Investors, LLC |
3 |
| Echo Street Capital Management LLC |
3 |
| Piermont Capital Management LLC |
3 |
| 1492 Capital Management LLC |
3 |
| Platte River Capital LLC |
3 |
| Lanexa Management, Llc |
3 |
| Kazazian Asset Management, LLC |
3 |
| Dean Investment Associates, Llc |
3 |
| Apriem Advisors |
3 |
| Nair Vinay |
3 |
| Potomac Capital Management, Inc. |
3 |
| Strategic Global Advisors, LLC |
3 |
| Capital Analysts, Inc. |
3 |
| Concert Wealth Management Inc. |
3 |
| USS Investment Management Ltd |
3 |
| Mv Capital Management, Inc. |
3 |
| Vanguard Whitehall Funds |
3 |
| PARK CIRCLE Co |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Weitz Investment Management, Inc. |
3 |
| Schulke Ryan |
3 |
| Conlin Matthew |
3 |
| Atlantic Union Bankshares Corp |
3 |
| TRUE Private Wealth Advisors |
3 |
| Boston Trust Walden Corp |
3 |
| Kalos Management, Inc. |
3 |
| Private Ocean, LLC |
3 |
| Asset Dedication, LLC |
3 |
| Tributary Capital Management, LLC |
3 |
| Washington Trust Bank |
3 |
| Aston Asset Management, LLC |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| NF Trinity Capital (Hong Kong) Ltd |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| Spring Creek Capital Llc |
3 |
| Rothschild Asset Management Inc |
3 |
| Millrace Asset Group, Inc. |
3 |
| Meru Capital Group, LP |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| Insight Capital Research & Management Inc |
3 |
| Telemark Asset Management, LLC |
3 |
| Donaldson Capital Management, Llc |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Espalier Global Management LLC |
3 |
| ACK Asset Management LLC |
3 |
| Allen Operations Llc |
3 |
| Dynamic Capital Management Ltd |
3 |
| Rainier Investment Management Llc |
3 |
| Cambria Investment Management, L.P. |
3 |
| Zions Bancorporation |
3 |
| Freshford Capital Management, LLC |
3 |
| Tlp Group Llc |
3 |
| Robinson Capital Management, Llc |
3 |
| Euclidean Technologies Management, LLC |
3 |
| Hatteras Funds, LLC |
3 |
| Ulysses Management LLC |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Light Street Capital Management, Llc |
3 |
| Summit Partners Public Asset Management, Llc |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Venturi Wealth Management, LLC |
3 |
| Cna Financial Corp |
3 |
| Itau Unibanco Holding S.A. |
3 |
| Euclid Advisors LLC |
3 |
| JS Capital Management LLC |
3 |
| First National Bank Of Omaha |
3 |
| Trustmark National Bank Trust Department |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| ARS Investment Partners, LLC |
3 |
| Klingman & Associates, LLC |
3 |
| Schonfeld Group Holdings LLC |
3 |
| MIG Capital, LLC |
3 |
| Tiverton Asset Management Llc |
3 |
| Prospect Capital Advisors, LLC |
3 |
| Johnson Investment Counsel Inc |
3 |
| Wall Street Associates |
3 |
| Green Arrow Capital Management Llc |
3 |
| Index Management Solutions, LLC |
3 |
| Q Global Advisors, LLC |
3 |
| Alden Global Capital Ltd |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| American Beacon Advisors, Inc. |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| BlueCrest Capital Management LLP |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Boussard & Gavaudan Asset Management LP |
3 |
| Telluride Asset Management LLC |
3 |
| Cable Hill Partners, LLC |
3 |
| Delphi Private Advisors LLC |
3 |
| Formula Growth Ltd |
3 |
| Bridgewater Advisors Inc. |
3 |
| Wilmington Trust, National Association |
3 |
| Ibex Wealth Advisors |
3 |
| Corient Capital Partners, LLC |
3 |
| Simon Quick Advisors, Llc |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| Stone House Investment Management, LLC |
3 |
| McAdam, LLC |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Teza Capital Management LLC |
3 |
| JJJ Advisors Inc. |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| Lee Financial Co |
3 |
| Maso Capital Partners Ltd |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Tyers Asset Management LLC |
3 |
| Neuburgh Advisers LLC |
3 |
| Cigna Investments Inc /new |
3 |
| Summit Global Investments |
3 |
| Bridgeworth, LLC |
3 |
| Greenhouse Funds LLLP |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| Ridgewood Investments LLC |
3 |
| SpiderRock Advisors, LLC |
3 |
| PenderFund Capital Management Ltd. |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| Pendal Group Ltd |
3 |
| Cruiser Capital Advisors, Llc |
3 |
| Summit X, LLC |
3 |
| Capital Bank & Trust Co |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| Edge Advisors, Llc |
3 |
| Csenge Advisory Group |
3 |
| Close Asset Management Ltd |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Front Row Advisors LLC |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| Invesco Bond Fund |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| Invesco Senior Income Trust |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| Putnam High Income Securities Fund |
3 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| Putnam Premier Income Trust |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| Rivernorth Marketplace Lending Corp |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| Waddell & Reed Advisors Funds |
3 |
| Eaton Vance Senior Income Trust |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| Pimco Strategic Income Fund, Inc |
3 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| Pimco Dynamic Credit & Mortgage Income Fund |
3 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| Transamerica Partners Funds Group |
3 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
3 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| Credit Suisse Asset Management Income Fund Inc |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
3 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
3 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| Delaware Investments Dividend & Income Fund, Inc |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Pioneer Floating Rate Trust |
3 |
| Mfs Intermediate High Income Fund |
3 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
3 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
| CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
3 |
| Sentinel Group Funds Inc |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| Eaton Vance Short Duration Diversified Income Fund |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
3 |
| Mfs Multimarket Income Trust |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
| BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
3 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| FMIJX - FMI FUNDS INC - International Fund Investor Class |
3 |
| Squar Milner Financial Services Llc |
3 |
| Gryphon Financial Partners LLC |
3 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
| Trustcore Financial Services, Llc |
3 |
| Investors Research Corp |
3 |
| 180 Wealth Advisors, Llc |
3 |
| Merit Financial Group, LLC |
3 |
| MANA Advisors LLC |
3 |
| Premia Global Advisors, Llc |
3 |
| First Command Advisory Services, Inc. |
3 |
| Lake Street Advisors Group, Llc |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Weil Company, Inc. |
3 |
| Banco de Sabadell, S.A |
3 |
| Avestar Capital, LLC |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| Marino, Stram & Associates Llc |
3 |
| Nvwm, Llc |
3 |
| Atlas Capital Advisors Llc |
3 |
| Whitener Capital Management, Inc. |
3 |
| Fs Credit Income Fund |
3 |
| Castleview Partners, Llc |
3 |
| Nyl Investors Llc |
3 |
| Change Path, LLC |
3 |
| Altshuler Shaham Ltd |
3 |
| Altium Capital Management LP |
3 |
| Steigerwald, Gordon & Koch Inc. |
3 |
| Kavar Capital Partners, LLC |
3 |
| Bell Rock Capital Llc |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| Delta Investment Management, LLC |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| Enlightenment Research, LLC |
3 |
| Wiley Bros.-aintree Capital, Llc |
3 |
| Costello Asset Management, INC |
3 |
| Paradigm Financial Partners, Llc |
3 |
| Duality Advisers, Lp |
3 |
| Zions Bancorporation, N.A. |
3 |
| Innealta Capital, Llc |
3 |
| Neo Ivy Capital Management |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Alera Investment Advisors, LLC |
3 |
| Ossiam |
3 |
| Mirova |
3 |
| Fortem Financial Group, Llc |
3 |
| One Fin Capital Management LP |
3 |
| Wealthfront Advisers Llc |
3 |
| Private Advisors, LLC |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| Qtron Investments LLC |
3 |
| Western Wealth Management, LLC |
3 |
| Quest Capital Management Inc /adv |
3 |
| Voleon Capital Management Lp |
3 |
| Liberty Wealth Management Llc |
3 |
| Prestige Wealth Management Group LLC |
3 |
| Golden State Wealth Management, LLC |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| Requisite Capital Management, LLC |
3 |
| Weaver Consulting Group |
3 |
| III Capital Management |
3 |
| Jump Trading, Llc |
3 |
| MidWestOne Financial Group, Inc. |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| Cowen Investment Management LLC |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
3 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
3 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
| LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
| FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| NMIEX - Northern Funds - Active M International Equity Fund |
3 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
3 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
3 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
3 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
3 |
| XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF |
3 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
3 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
3 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
| IXP - iSHARES TRUST - iShares Global Comm Services ETF |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
3 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
| Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
3 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
3 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
3 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
3 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
| SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Dfa Investment Trust Co - The Dfa International Value Series |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
3 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
3 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
3 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
3 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
3 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
3 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
3 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
3 |
| HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
3 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
3 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
3 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
3 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
| Harbor Investment Advisory, Llc |
3 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| AdvisorShares Investments LLC |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
3 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
3 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
3 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| Gill Capital Partners, Llc |
3 |
| Stokes Family Office, LLC |
3 |
| Key FInancial Inc |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| EPG Wealth Management LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
3 |
| Calamos Long/Short Equity & Dynamic Income Trust |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Ziegler Capital Management, LLC |
3 |
| LMR Master Fund Ltd |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Caas Capital Management Lp |
3 |
| Disciplined Investments, LLC |
3 |
| HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
3 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
| DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I |
3 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
| ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| WFA of San Diego, LLC |
3 |
| Quantedge Capital Pte Ltd |
3 |
| GETCO Holding Company, LLC |
3 |
| Mark Morris Et Al |
3 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| Agf Management Ltd |
3 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| Founders Financial Alliance, LLC |
3 |
| Cordant, Inc. |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
| Wolff Wiese Magana Llc |
3 |
| Hemington Wealth Management |
3 |
| Vantage Consulting Group Inc |
3 |
| Vontobel Holding Ltd. |
3 |
| SummerHaven Investment Management, LLC |
3 |
| DHJJ Financial Advisors, Ltd. |
3 |
| Wealthspring Capital LLC |
3 |
| Exos Asset Management LLC |
3 |
| AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| Money Concepts Capital Corp |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| Sierra Capital LLC |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
3 |
| Cowen Prime Advisors LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
| Delos Wealth Advisors, LLC |
3 |
| Advisor Resource Council |
3 |
| Accurate Wealth Management, LLC |
3 |
| Activest Wealth Management |
3 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Knott David M Jr |
3 |
| FourThought Financial, LLC |
3 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
3 |
| Oak Thistle LLC |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| Schubert & Co |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| Steward Financial Group LLC |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Red Tortoise LLC |
3 |
| MQS Management LLC |
3 |
| Sender Co & Partners, Inc. |
3 |
| Divisadero Street Capital Management, LP |
3 |
| HB Wealth Management, LLC |
3 |
| Raleigh Capital Management Inc. |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| Simplicity Wealth,LLC |
3 |
| Quent Capital, LLC |
3 |
| Ascent Group, LLC |
3 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| EHP Funds Inc. |
3 |
| Beacon Capital Management, LLC |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| ICA Group Wealth Management, LLC |
3 |
| Brewin Dolphin Ltd |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Stephens Consulting, LLC |
3 |
| RFP Financial Group LLC |
3 |
| VitalStone Financial, LLC |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| Pale Fire Capital SE |
3 |
| Flow State Investments, L.P. |
3 |
| Park Place Capital Corp |
3 |
| Inceptionr Llc |
3 |
| Greenland Capital Management LP |
3 |
| Numerai GP LLC |
3 |
| Readystate Asset Management Lp |
3 |
| Callan Family Office, LLC |
3 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| Putnam ETF Trust - Putnam ESG High Yield ETF - |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| Authentikos Wealth Advisory, LLC |
3 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
3 |
| Vinva Investment Management Ltd |
3 |
| Nebula Research & Development LLC |
3 |
| La Banque Postale Asset Management SA |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| ORG Partners LLC |
3 |
| EA Series Trust |
3 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
| Dunhill Financial, LLC |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| Qrg Capital Management, Inc. |
3 |
| Anchor Investment Management, LLC |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
| Bear Mountain Capital, Inc. |
3 |
| Sachetta, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| ClearAlpha Technologies LP |
3 |
| Scientech Research LLC |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| Entropy Technologies, LP |
3 |
| Sierra Summit Advisors Llc |
3 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Swedbank AB |
3 |
| LRI Investments, LLC |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| Td Private Client Wealth Llc |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| Cromwell Holdings LLC |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Legacy Wealth Managment, LLC/ID |
3 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| Decker Retirement Planning Inc. |
3 |
| Roxbury Financial LLC |
3 |
| Whipplewood Advisors, LLC |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Kiker Wealth Management, LLC |
3 |
| Richards, Merrill & Peterson, Inc. |
3 |
| Raiffeisen Bank International AG |
3 |
| Bayforest Capital Ltd |
3 |
| Groupe la Francaise |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Park Square Financial Group, LLC |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| WPG Advisers, LLC |
3 |
| Private Wealth Asset Management, LLC |
3 |
| SummitTX Capital, L.P. |
3 |
| Caxton Associates Llp |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
3 |
| Swiss Life Asset Management Ltd |
3 |
