| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
83 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
82 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
80 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
79 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
79 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
75 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
75 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
70 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
68 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
66 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
61 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
58 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
58 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
58 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
55 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
53 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
52 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
48 |
| MASTER BOND LLC - Master Total Return Portfolio |
46 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
46 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
44 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
43 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
42 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
42 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
41 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
41 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
40 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
39 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
38 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
37 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
36 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
36 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
36 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
36 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
36 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
35 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
35 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
35 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
35 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
34 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
34 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
34 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
33 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
33 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
32 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
32 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
32 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
32 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
32 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
31 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
31 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
30 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
30 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
29 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
29 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
29 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
29 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
29 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
29 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
28 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
28 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
28 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
28 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
27 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
27 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
27 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
26 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
26 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
26 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
26 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
26 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
25 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
25 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
25 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
25 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
25 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
24 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
24 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
24 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
24 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
24 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
24 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
23 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
23 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
23 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
23 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
23 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
22 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
22 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
22 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
22 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
21 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
21 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
21 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
21 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
20 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
20 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
20 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
20 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
20 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
19 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
19 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
19 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
19 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
19 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
19 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
18 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
18 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
18 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
18 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
18 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
18 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
18 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
17 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
17 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
17 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
17 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
17 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
17 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
17 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
16 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
16 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
16 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
16 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
16 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
16 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
16 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
16 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
16 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
16 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
16 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
15 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
15 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
15 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
15 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
15 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
15 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
15 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
15 |
| Six Circles Trust - Six Circles Global Bond Fund |
15 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
15 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
15 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
15 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
14 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
14 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
14 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
14 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
14 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
14 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
14 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
14 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
14 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
14 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
14 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
14 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
13 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
13 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
13 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
13 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
13 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
13 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
13 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
13 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
13 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
13 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
13 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
13 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
13 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
13 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
13 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
13 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
13 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
13 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
13 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
12 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
12 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
12 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
12 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
12 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
12 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
12 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
12 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
12 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
12 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
12 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
12 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
12 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
12 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
12 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
12 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
12 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
12 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
12 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
12 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
12 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
12 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
12 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
12 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
11 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
11 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
11 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
11 |
| Invesco Bond Fund |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
11 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
11 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
11 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
11 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
11 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
11 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
11 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
11 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
11 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
11 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
11 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
11 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
11 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
11 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
11 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
11 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
11 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
11 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
11 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
11 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
11 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
11 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
11 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
10 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
10 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
10 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
10 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
10 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
10 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
10 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
10 |
| FundVantage Trust - Verplanck Balanced Fund |
10 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
10 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
10 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
10 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
10 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
10 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
10 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
10 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
10 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
10 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
10 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
10 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
10 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
10 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
10 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
10 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
10 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
10 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
10 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
10 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
9 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
9 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
9 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
9 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
9 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
9 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
9 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
9 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
9 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
9 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
9 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
9 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
9 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
9 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
9 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
9 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
9 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
9 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
9 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
9 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
8 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
8 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
8 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
8 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
8 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
8 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
8 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
8 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
8 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
8 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
8 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
8 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
8 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
8 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
8 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
8 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
8 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
8 |
| DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
8 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
8 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
8 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
8 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
8 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
8 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
8 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
8 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
8 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
8 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
8 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
8 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
8 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
8 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
8 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
8 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
8 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
8 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
8 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
8 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
8 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
8 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
8 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
7 |
| Wells Fargo & Company/mn |
7 |
| Morgan Stanley |
7 |
| Captrust Financial Advisors |
7 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
7 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
7 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
7 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
7 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
7 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
7 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
7 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
7 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
7 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
7 |
| Paradigm Asset Management Co Llc |
7 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
7 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
7 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
7 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
7 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
7 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
7 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
7 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
7 |
| Fmr Llc |
7 |
| Jpmorgan Chase & Co |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
7 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
7 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
7 |
| Bank Of America Corp /de/ |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
7 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
7 |
| American International Group, Inc. |
7 |
| Glenmede Trust Co Na |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
7 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
7 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
7 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
6 |
| PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
6 |
| Principal Funds Inc |
6 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
6 |
| Manufacturers Life Insurance Company, The |
6 |
| FDx Advisors, Inc. |
6 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
| Proequities, Inc. |
6 |
| Northern Trust Corp |
6 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
6 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
| Citigroup Inc |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
6 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
6 |
| Aperio Group, LLC |
6 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
6 |
| Parametric Portfolio Associates Llc |
6 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
6 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
| Susquehanna International Group, Llp |
6 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
6 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
6 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| Bnp Paribas Arbitrage, Sa |
6 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
6 |
| Victory Capital Management Inc |
6 |
| IFP Advisors, Inc |
6 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
6 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
6 |
| Barclays Plc |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
6 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
6 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
6 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
6 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
6 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
6 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
6 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
6 |
| Citadel Advisors Llc |
6 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
6 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
6 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
6 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
6 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
| VCBDX - VALIC Co I - Core Bond Fund |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| Bank of New York Mellon Corp |
6 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
6 |
| BlackRock, Inc. |
6 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
6 |
| Ancora Advisors, LLC |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
6 |
| Blackrock Core Bond Trust |
6 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
6 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
6 |
| Scopus Asset Management, L.p. |
6 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
6 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
6 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| Ubs Ag |
6 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
6 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
6 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
6 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| Harbour Investments, Inc. |
6 |
| Vigilant Capital Management, LLC |
6 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
6 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
6 |
| Deutsche Bank Ag\ |
6 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| Ladenburg Thalmann Financial Services Inc |
6 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
6 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
6 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
6 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
6 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
6 |
| LKFIX - LKCM Funds - LKCM Fixed Income Fund |
6 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
6 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
6 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
| Sonora Investment Management, LLC |
6 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
6 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
6 |
| Royal Bank Of Canada |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
6 |
| Spark Investment Management LLC |
5 |
| Macquarie Group Ltd |
5 |
| Bridgeway Capital Management Inc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
5 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| Allworth Financial LP |
5 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
5 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
5 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
| SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| State Street Corp |
5 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
| Vantagepoint Funds |
5 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
5 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| Blackrock Multi-sector Income Trust |
5 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
5 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
5 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
5 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
5 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
5 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| MUFG Americas Holdings Corp |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| Jennison Associates Llc |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| Mfs Intermediate Income Trust |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| Aristotle Capital Management, LLC |
5 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
5 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
5 |
| New York State Common Retirement Fund |
5 |
| State Farm Mutual Fund Trust |
5 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| State Farm Variable Product Trust |
5 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| Kcg Holdings, Inc. |
5 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
5 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
| ORG Partners LLC |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
5 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
5 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
5 |
| Acadian Asset Management Llc |
5 |
| Advent Claymore Convertible Securities & Income Fund |
5 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
5 |
| UBS Group AG |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
5 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
5 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| Allianz Asset Management GmbH |
5 |
| Marshall Wace, Llp |
5 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| Advisor Group, Inc. |
5 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
5 |
| Russell Investments Group, Ltd. |
5 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| Alpine Global Management, LLC |
5 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
| Tiaa-cref Funds |
5 |
| Stifel Financial Corp |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
5 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| First Allied Advisory Services, Inc. |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
5 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
5 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
5 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
5 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| Trust Co Of Vermont |
5 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
5 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
5 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
5 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
5 |
| KBC Group NV |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
5 |
| Prelude Capital Management, Llc |
5 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
| California Public Employees Retirement System |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| Lord, Abbett & Co. Llc |
5 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
| Morgan Dempsey Capital Management Llc |
5 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
5 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
5 |
| Tower Research Capital LLC (TRC) |
5 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
5 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
5 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
5 |
| Jump Financial, LLC |
5 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
5 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
5 |
| Copeland Capital Management, LLC |
5 |
| Bartlett & Co. LLC |
5 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Ubs Asset Management Americas Inc |
5 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
5 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| Sofos Investments, Inc. |
5 |
| Qube Research & Technologies Ltd |
5 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
5 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
5 |
| Private Capital Group, LLC |
5 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
| Millennium Management Llc |
5 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
5 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
5 |
| American Portfolios Advisors |
5 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
5 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| First American Bank |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| Eudaimonia Partners, LLC |
5 |
| Cornerstone Planning Group LLC |
5 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
5 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
5 |
| Hartland & Co., LLC |
5 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
5 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
5 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
5 |
| Mycio Wealth Partners, Llc |
5 |
| SBI Securities Co., Ltd. |
5 |
| Vanguard Group Inc |
5 |
| Advisor Group Holdings, Inc. |
5 |
| Goldman Sachs Group Inc |
5 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
5 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
5 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
5 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
5 |
| RidgeWorth Capital Management LLC |
5 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
5 |
| First Horizon Advisors, Inc. |
5 |
| Calamos Advisors LLC |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
5 |
| Nbc Securities, Inc. |
5 |
| Voya Infrastructure, Industrials & Materials Fund |
5 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
5 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
5 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
5 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
5 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
5 |
| Renaissance Technologies Llc |
5 |
| Paloma Partners Management Co |
5 |
| Principal Financial Group Inc |
5 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
| Burt Wealth Advisors |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
5 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
5 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
5 |
| Ameriprise Financial Inc |
5 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
5 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| MAI Capital Management |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Phoenix Holdings Ltd. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
4 |
| Jefferies Group LLC |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| Pendal Group Ltd |
4 |
| HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
4 |
| Ahrens Investment Partners LLC |
4 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
4 |
| Maverick Capital Ltd |
4 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
4 |
| Dark Forest Capital Management Lp |
4 |
| Capital Bank & Trust Co |
4 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
4 |
| Bbva Usa |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| Valeo Financial Advisors, LLC |
4 |
| Eagle Bay Advisors LLC |
4 |
| Standard Life Aberdeen plc |
4 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
4 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
4 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
4 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
4 |
| Belpointe Asset Management LLC |
4 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
4 |
| Steward Partners Investment Advisory, Llc |
4 |
| Port Capital LLC |
4 |
| First Foundation Advisors |
4 |
| Arlington Partners LLC |
4 |
| Janney Montgomery Scott LLC |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
4 |
| Arrowstreet Capital, Limited Partnership |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| Heritage Wealth Management, Llc |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
4 |
| Vanguard Index Funds |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| Pictet Asset Management Ltd |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| Money Concepts Capital Corp |
4 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
4 |
| RMB Capital Management, LLC |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
4 |
| Agf Investments Inc. |
4 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
4 |
| Tucker Asset Management Llc |
4 |
| Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
4 |
| HBK Sorce Advisory LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
| Skopos Labs, Inc. |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
4 |
| Precision Wealth Strategies, LLC |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Colony Group Llc |
4 |
| IBM Retirement Fund |
4 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
4 |
| Maryland Capital Management |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
| CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
4 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
4 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
4 |
| Safeguard Investment Advisory Group, LLC |
4 |
| GAMMA Investing LLC |
4 |
| Investment Management Corp of Ontario |
4 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
4 |
| Concord Wealth Partners |
4 |
| Hanseatic Management Services Inc |
4 |
| Oregon Public Employees Retirement Fund |
4 |
| Mcdonald Partners Llc |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
4 |
| Vontobel Holding Ltd. |
4 |
| Canada Pension Plan Investment Board |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
4 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
4 |
| Vantage Consulting Group Inc |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
4 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
4 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
| Allegheny Financial Group LTD |
4 |
| BlackRock Institutional Trust Company, N.A. |
4 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| Hartford Investment Management Co |
4 |
| Reilly Financial Advisors, Llc |
4 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
4 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
| Evercore Wealth Management, LLC |
4 |
| Hudock, Inc. |
4 |
| Aaron Wealth Advisors LLC |
4 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
4 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| Optimal Asset Management, Inc. |
4 |
| Natixis |
4 |
| Cwm, Llc |
4 |
| Loomis Sayles & Co L P |
4 |
| JustInvest LLC |
4 |
| NATO - Themes ETF Trust - Themes Transatlantic Defense ETF |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
4 |
| Gemmer Asset Management LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 |
4 |
| Disciplined Investments, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
4 |
| Frank, Rimerman Advisors LLC |
4 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| Farmers & Merchants Investments Inc |
4 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
| Public Employees Retirement Association Of Colorado |
4 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
4 |
| Capital International Investors |
4 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Pictet Asset Management Sa |
4 |
| Kennedy Capital Management, Inc. |
4 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
4 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
4 |
| Clear Street Markets Llc |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
4 |
| Eqis Capital Management, Inc. |
4 |
| NEXT Financial Group, Inc |
4 |
| Bellwether Advisors, LLC |
4 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| Dynamic Technology Lab Private Ltd |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
4 |
| Savant Capital, LLC |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| Wolff Wiese Magana Llc |
4 |
| Parkside Financial Bank & Trust |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
4 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
4 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
| Royal London Asset Management Ltd |
4 |
| Suntrust Banks Inc |
4 |
| K.J. Harrison & Partners Inc |
4 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
4 |
| King Luther Capital Management Corp |
4 |
| M&g Investment Management Ltd |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
4 |
| Strs Ohio |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
4 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
4 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
4 |
| Eaton Vance Management |
4 |
| California State Teachers Retirement System |
4 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
4 |
| Tri-continental Corp |
4 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
4 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
4 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| Parametric Market Neutral Portfolio |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Shell Asset Management Co |
4 |
| Comerica Securities,inc. |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| Liberty Wealth Management Llc |
4 |
| Wealthspire Advisors, LLC |
4 |
| Strategic Blueprint, LLC |
4 |
| ExodusPoint Capital Management, LP |
4 |
| Global Wealth Management Investment Advisory, Inc. |
4 |
| Seeyond |
4 |
| Zions Bancorporation, N.A. |
4 |
| Townsquare Capital Llc |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Blueshift Asset Management, LLC |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| Allred Capital Management, LLC |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| Ellevest, Inc. |
4 |
| Ergoteles LLC |
4 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
| Alberta Investment Management Corp |
4 |
| Walleye Capital LLC |
4 |
| PEAK6 Investments LLC |
4 |
| Fiduciary Group LLC |
4 |
| Bp Plc |
4 |
| Equitable Trust Co |
4 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
4 |
| Professional Planning |
4 |
| Weiss Strategic Interval Fund |
4 |
| Gables Capital Management Inc. |
4 |
| Centerpoint Advisors, LLC |
4 |
| CNB Bank |
4 |
| Brasada Capital Management, Lp |
4 |
| MetLife Investment Management, LLC |
4 |
| Sound Income Strategies, LLC |
4 |
| Nationwide Fund Advisors |
4 |
| Prudential Financial Inc |
4 |
| Berman Capital Advisors, LLC |
4 |
| Partners Capital Investment Group, Llp |
4 |
| Axiom Investment Management LLC |
4 |
| Financial Gravity Companies, Inc. |
4 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| Squar Milner Financial Services Llc |
4 |
| Comerica Bank |
4 |
| Portside Wealth Group, LLC |
4 |
| Centiva Capital, LP |
4 |
| Clarus Wealth Advisors |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| Royce & Associates Lp |
4 |
| Piedmont Investment Advisors Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| UniSuper Management Pty Ltd |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
4 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
| WFA of San Diego, LLC |
4 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
4 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
4 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
4 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
4 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| Enterprise Financial Services Corp |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| Winton Diversified Opportunities Fund |
4 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
4 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
4 |
| ClariVest Asset Management LLC |
4 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| Quantbot Technologies LP |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| Clough Global Dividend & Income Fund |
4 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
4 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
| Shine Investment Advisory Services Inc |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| Thompson Davis & Co., Inc. |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| Federated Hermes, Inc. |
4 |
| Neuberger Berman Group LLC |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| Avalon Advisors, Llc |
4 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Mfs Multimarket Income Trust |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
4 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| Nuveen S&p 500 Buywrite Income Fund |
4 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
4 |
| World Asset Management Inc |
4 |
| Wellington Management Group Llp |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
| Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
4 |
| Regal Investment Advisors LLC |
4 |
| Rydex Etf Trust |
4 |
| Tortoise Investment Management, LLC |
4 |
| Tfs Capital Investment Trust |
4 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
4 |
| Man Group plc |
4 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
4 |
| Oppenheimer Quest For Value Funds |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| Geode Capital Management, Llc |
4 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
4 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
4 |
| 3Chopt Investment Partners, LLC |
4 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| CIBC World Markets Inc. |
4 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
4 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
| Cornerstone Advisors, Inc. |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
4 |
| Mfs Charter Income Trust |
4 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
4 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
4 |
| International Assets Investment Management, Llc |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| United Services Automobile Association |
4 |
| Howe & Rusling Inc |
4 |
| Teacher Retirement System Of Texas |
4 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
4 |
| Graham Capital Management, L.P. |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| Oppenheimer Etf Trust |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| Nordea Investment Management Ab |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| A.R.T. Advisors, LLC |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| Pathstone Family Office, Llc |
4 |
| Pekin Hardy Strauss, Inc. |
4 |
| Van Eck Associates Corp |
4 |
| Western Asset Income Fund |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
4 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
4 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
4 |
| Huntington National Bank |
4 |
| Teachers Retirement System Of The State Of Kentucky |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| Baker Avenue Asset Management, LP |
4 |
| B.O.S.S. Retirement Advisors, LLC |
4 |
| Jefferies Financial Group Inc. |
4 |
| Creative Planning |
4 |
| Old National Bancorp /in/ |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
| Natixis Advisors, L.p. |
4 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
4 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| Bruderman Asset Management, LLC |
4 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
4 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
4 |
| Bessemer Group Inc |
4 |
| Metropolitan Life Insurance Co/ny |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| Nomura Asset Management Co Ltd |
4 |
| Winton Capital Group Ltd |
4 |
| Pacer Advisors, Inc. |
4 |
| Capital International Sarl |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| Voya Investment Management Llc |
4 |
| Quarry LP |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| LS Investment Advisors, LLC |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Amalgamated Bank |
4 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| Truist Financial Corp |
4 |
| BlackRock Fund Advisors |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
4 |
| Synovus Financial Corp |
4 |
| Stephens Inc /ar/ |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Picton Mahoney Asset Management |
4 |
| Capital One, National Association |
4 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
4 |
| VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
4 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
4 |
| Credit Suisse Ag/ |
4 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
| Russell Frank Co/ |
4 |
| Hantz Financial Services, Inc. |
4 |
| BlackRock Advisors LLC |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| Asset Management Corp /il/ /adv |
4 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
4 |
| Pennsylvania Trust Co |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| Meeder Asset Management Inc |
4 |
| Aviva Plc |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Perennial Investment Advisors, LLC |
4 |
| Advisory Services Network, LLC |
4 |
| Capital International Inc /ca/ |
4 |
| South Texas Money Management Ltd |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| Diversified Trust Co |
4 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
| BlackRock Investment Management, LLC |
4 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
4 |
| GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF |
4 |
| HighPoint Advisor Group LLC |
4 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
| Firestone Capital Management |
4 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Ionic Capital Management LLC |
4 |
| PDT Partners, LLC |
4 |
| GWM Advisors LLC |
4 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| Fortitude Advisory Group L.L.C. |
4 |
| Seven Eight Capital, Lp |
4 |
| First Republic Investment Management, Inc. |
4 |
| East Coast Asset Management, LLC. |
4 |
| O'shaughnessy Asset Management, Llc |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
4 |
| Tfo-tdc, Llc |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
| Old Mission Capital Llc |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| United Capital Financial Advisers, Llc |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
| Jane Street Group, Llc |
4 |
| Roundview Capital LLC |
4 |
| Fisher Asset Management, LLC |
4 |
| FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
4 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
4 |
| Girard Partners Ltd. |
4 |
| Atlas Private Wealth Management |
4 |
| GM Advisory Group, Inc. |
4 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
4 |
| TCI Wealth Advisors, Inc. |
4 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
4 |
| Capital Analysts, Inc. |
4 |
| Advisory Research Inc |
4 |
| State Board Of Administration Of Florida Retirement System |
4 |
| Teachers Advisors, Llc |
4 |
| Tiaa Cref Investment Management Llc |
4 |
| Amalgamated Financial Corp. |
4 |
| USS Investment Management Ltd |
4 |
| Advisors Asset Management, Inc. |
4 |
| Private Trust Co Na |
4 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
4 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
4 |
| Exchange Traded Concepts, Llc |
4 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| Tcwp Llc |
4 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
| Bank Of Montreal /can/ |
4 |
| CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
4 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
4 |
| Longfellow Investment Management Co Llc |
4 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
4 |
| Brinker Capital Inc |
4 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
4 |
| Clearbridge Investments, LLC |
4 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| Meitav Dash Investments Ltd |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| WESPAC Advisors SoCal, LLC |
4 |
| Laurel Wealth Advisors, Inc. |
4 |
| JNBA Financial Advisors |
4 |
| Dimensional Fund Advisors Lp |
4 |
| Grove Bank & Trust |
4 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
4 |
| Palisade Capital Management Llc/nj |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| Putnam Investments Llc |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
| APG Asset Management N.V. |
4 |
| Amundi |
4 |
| Verition Fund Management LLC |
4 |
| Invesco Ltd. |
4 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
4 |
| BlueCrest Capital Management Ltd |
4 |
| Renaissance Group Llc |
4 |
| La Banque Postale Asset Management SA |
4 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| Brown Advisory Inc |
4 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
4 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| Los Angeles Capital Management Llc |
4 |
| Two Sigma Investments, Lp |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| Horan Securities, Inc. |
4 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
4 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
4 |
| Mint Tower Capital Management B.V. |
4 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
4 |
| Quadrant Capital Group Llc |
4 |
| Janus Capital Management Llc |
4 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
4 |
| NumerixS Investment Technologies Inc |
4 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
4 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
| Park Avenue Securities Llc |
4 |
| AMP Capital Investors Ltd |
4 |
| Karlinski Andrew C |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
4 |
| GW&K Investment Management, LLC |
4 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
4 |
| Gsa Capital Partners Llp |
4 |
| Ground Swell Capital, LLC |
4 |
| ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| Hancock Whitney Corp |
4 |
| Tompkins Financial Corp |
4 |
| Lloyd Advisory Services, LLC. |
4 |
| Verity Asset Management, Inc. |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
4 |
| Wetherby Asset Management Inc |
4 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
| WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
4 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
4 |
| Catalyst Capital Advisors LLC |
4 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
4 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
4 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
4 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
4 |
| Trexquant Investment LP |
4 |
| Quantitative Investment Management, LLC |
4 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
4 |
| Quent Capital, LLC |
4 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
4 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
4 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
4 |
| Stone Ridge Asset Management LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| Parallax Volatility Advisers, L.P. |
4 |
| Virtus ETF Advisers LLC |
4 |
| Panagora Asset Management Inc |
4 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
4 |
| CenterBook Partners LP |
4 |
| Guggenheim Capital Llc |
4 |
| SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
4 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
4 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
4 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
| Jones Financial Companies Lllp |
4 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
4 |
| Geneva Advisors, LLC |
4 |
| Motco |
4 |
| Soltis Investment Advisors LLC |
4 |
| LPL Financial LLC |
4 |
| Two Sigma Advisers, Lp |
4 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
| IndexIQ Advisors LLC |
4 |
| MetLife Securities, Inc |
4 |
| Washington Trust Advisors, Inc. |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| WMS Partners, LLC |
4 |
| Daiwa Securities Group Inc. |
4 |
| Covestor Ltd |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
4 |
| Fred Alger Management, Llc |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
| Confluence Wealth Services, Inc. |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| State of Wyoming |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| Tudor Investment Corp Et Al |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Profunds - Profund Vp Industrials |
4 |
| Chartwell Investment Partners, Llc |
4 |
| Sciencast Management LP |
4 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| Glassman Wealth Services |
4 |
| Point72 Hong Kong Ltd |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
4 |
| Schubert & Co |
4 |
| Cubist Systematic Strategies, LLC |
4 |
| Arkadios Wealth Advisors |
4 |
| Stelac Advisory Services LLC |
4 |
| Reuter James Wealth Management, Llc |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| Gardner Lewis Asset Management L P |
4 |
| Westpac Banking Corp |
4 |
| Sawgrass Asset Management Llc |
4 |
| Alps Advisors Inc |
4 |
| Rhumbline Advisers |
4 |
| M&t Bank Corp |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| Riverhead Capital Management Llc |
4 |
| Oak Thistle LLC |
4 |
| Hsbc Holdings Plc |
4 |
| Bank Of Nova Scotia |
4 |
| Quadrature Capital Ltd |
4 |
| Us Bancorp \de\ |
4 |
| Janus Henderson Group Plc |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
| Cutler Group LP |
4 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
4 |
| Keybank National Association/oh |
4 |
| Toronto Dominion Bank |
4 |
| Mar Vista Investment Partners Llc |
4 |
| Oxford Asset Management Llp |
4 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| Capital Group Private Client Services, Inc. |
4 |
| Point72 Asset Management, L.P. |
4 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
4 |
| Carnegie Capital Asset Management, LLC |
4 |
| AGF Investments LLC |
4 |
| Chiron Investment Management, LLC |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Elkfork Partners LLC |
4 |
| Signaturefd, Llc |
4 |
| Teza Capital Management LLC |
4 |
| LMR Partners LLP |
4 |
| Bell Investment Advisors, Inc |
4 |
| Vanguard World Fund |
4 |
| FourThought Financial, LLC |
4 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
4 |
| Maven Securities LTD |
4 |
| Cerity Partners LLC |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| Capital Income Builder |
4 |
| College Retirement Equities Fund |
4 |
| Nuveen Asset Management, LLC |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| Virtus Alternative Investment Advisers, Inc. |
4 |
| Lee Financial Co |
4 |
| Parallel Advisors, LLC |
4 |
| Cigna Investments Inc /new |
4 |
| Rehmann Capital Advisory Group |
4 |
| IFM Investors Pty Ltd |
4 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
4 |
| Barings Llc |
4 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
4 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
4 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
4 |
| Gradient Investments LLC |
4 |
| Ellington Management Group Llc |
4 |
| Herold Advisors, Inc. |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| Omnia Family Wealth, LLC |
4 |
| Doyle Wealth Management |
4 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
4 |
| First Quadrant L P/ca |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
4 |
| Marshall Wace North America L.P. |
4 |
| Driehaus Capital Management Llc |
4 |
| Zurich Insurance Group Ltd/FI |
3 |
| Fir Tree Capital Management Lp |
3 |
| Sumitomo Life Insurance Co |
3 |
| Wexford Capital Lp |
3 |
| Wolverine Asset Management Llc |
3 |
| Brookfield Asset Management Inc. |
3 |
| K2 Principal Fund, L.p. |
3 |
| Carlson Capital L P |
3 |
| Sit Investment Associates Inc |
3 |
| Fifth Third Bancorp |
3 |
| Caisse Des Depots Et Consignations |
3 |
| Franklin Resources Inc |
3 |
| Clinton Group Inc |
3 |
| Assured Investment Management LLC |
3 |
| Select Equity Group, L.P. |
3 |
| Sterling Capital Management LLC |
3 |
| Wasatch Advisors Inc |
3 |
| Oppenheimer Funds Inc |
3 |
| Lazard Asset Management Llc |
3 |
| Caxton Associates Lp |
3 |
| Soros Fund Management Llc |
3 |
| Tocqueville Asset Management L.p. |
3 |
| Hudson Bay Capital Management LP |
3 |
| Visium Asset Management, LP |
3 |
| Osterweis Capital Management Inc |
3 |
| Vulcan Value Partners, LLC |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Aqr Capital Management Llc |
3 |
| Jarislowsky, Fraser Ltd |
3 |
| Capital World Investors |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| Alliancebernstein L.p. |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| Lmcg Investments, Llc |
3 |
| Balyasny Asset Management Llc |
3 |
| Highbridge Capital Management Llc |
3 |
| Horizon Kinetics LLC |
3 |
| Polar Asset Management Partners Inc. |
3 |
| Growth Fund Of America |
3 |
| Standard Life Investments LTD |
3 |
| Nomura Holdings Inc |
3 |
| Ci Investments Inc. |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Dialectic Capital Management, Lp |
3 |
| Primecap Management Co/ca/ |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| Rs Investment Management Co Llc |
3 |
| FIL Ltd |
3 |
| Boston Partners |
3 |
| Waddell & Reed Financial Inc |
3 |
| Connor, Clark & Lunn Investment Management Ltd. |
3 |
| First Manhattan Co |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Blair William & Co/il |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| Stephens Investment Management Group LLC |
3 |
| Regions Financial Corp |
3 |
| Weiss Asset Management LP |
3 |
| Hartford Series Fund Inc |
3 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Susquehanna Fundamental Investments, Llc |
3 |
| Jupiter Asset Management Ltd |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Pinnacle Associates Ltd |
3 |
| Mackenzie Financial Corp |
3 |
| Td Asset Management Inc |
3 |
| Amica Mutual Insurance Co |
3 |
| Norges Bank |
3 |
| Fiera Capital Corp |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| Meyer Handelman Co |
3 |
| M Holdings Securities, Inc. |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Albion Financial Group /ut |
3 |
| Bessemer Securities Llc |
3 |
| Janney Capital Management LLC |
3 |
| Ada Investment Management, LP |
3 |
| Public Employees Retirement System Of Ohio |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| State of New Jersey Common Pension Fund D |
3 |
| Ativo Capital Management LLC |
3 |
| Sandler Capital Management |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| D. E. Shaw & Co., Inc. |
3 |
| Hbk Investments L P |
3 |
| Chilton Capital Management Llc |
3 |
| Mairs & Power Inc |
3 |
| Commerce Bank |
3 |
| Quest Investment Management Llc |
3 |
| Capital International Ltd /ca/ |
3 |
| WASHINGTON TRUST Co |
3 |
| D.a. Davidson & Co. |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| BlackRock Group LTD |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| OMERS ADMINISTRATION Corp |
3 |
| Icon Advisers Inc/co |
3 |
| Mazama Capital Management Inc |
3 |
| BlackRock Japan Co. Ltd |
3 |
| Sirios Capital Management L P |
3 |
| Carderock Capital Management Inc |
3 |
| Credit Agricole S A |
3 |
| Miles Capital, Inc. |
3 |
| Bridgewater Associates, LP |
3 |
| Brinker Capital Investments, LLC |
3 |
| Employees Retirement System of Texas |
3 |
| Pinnacle Holdings, LLC |
3 |
| Lenox Wealth Management, Inc. |
3 |
| Artisan Partners Limited Partnership |
3 |
| Pittenger & Anderson Inc |
3 |
| Wilmington Trust Co |
3 |
| Cibc World Markets Corp |
3 |
| Schroder Investment Management Group |
3 |
| Ubs Oconnor Llc |
3 |
| Whittier Trust Co |
3 |
| National Bank Of Canada /fi/ |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| Bingham Osborn & Scarborough Llc |
3 |
| CIBC Private Wealth Group, LLC |
3 |
| Veritable, L.P. |
3 |
| William Blair Investment Management, Llc |
3 |
| Vanguard Specialized Funds |
3 |
| Ameritas Investment Partners, Inc. |
3 |
| Twin Capital Management Inc |
3 |
| Vanguard Windsor Funds |
3 |
| Columbia Partners L L C Investment Management |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| Sentinel Trust Co Lba |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| State of Alaska, Department of Revenue |
3 |
| Brown Advisory Securities, LLC |
3 |
| GAM Holding AG |
3 |
| Hrt Financial Lp |
3 |
| Johnson Financial Group, Inc. |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| Gabelli Funds Llc |
3 |
| Bell Bank |
3 |
| Coldstream Capital Management Inc |
3 |
| Chicago Equity Partners Llc |
3 |
| Busey Wealth Management |
3 |
| WESPAC Advisors, LLC |
3 |
| Bollard Group LLC |
3 |
| Princeton Alpha Management LP |
3 |
| Parkwood LLC |
3 |
| Investment Partners, Ltd. |
3 |
| Gamble Jones Investment Counsel |
3 |
| Bourgeon Capital Management Llc |
3 |
| First Trust Advisors Lp |
3 |
| Wedbush Securities Inc |
3 |
| Cadence Capital Management Llc |
3 |
| First National Trust Co |
3 |
| Penobscot Investment Management Company, Inc. |
3 |
| Confluence Investment Management Llc |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| IFC Holdings Incorporated/FL |
3 |
| Jfs Wealth Advisors, Llc |
3 |
| Swiss National Bank |
3 |
| Checchi Capital Advisers, LLC |
3 |
| Sei Investments Co |
3 |
| Fiduciary Trust Co |
3 |
| Kentucky Retirement Systems |
3 |
| BRYN MAWR TRUST Co |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| Wealthcare Capital Management Llc |
3 |
| C M Bidwell & Associates Ltd |
3 |
| Chilton Investment Co Llc |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| Mariner, LLC |
3 |
| Calamos Wealth Management LLC |
3 |
| National Asset Management, Inc. |
3 |
| Gerstein Fisher |
3 |
| Raymond James & Associates |
3 |
| Thomas White International Ltd |
3 |
| Axiom International Investors Llc /de |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| Dearborn Partners Llc |
3 |
| Dsm Capital Partners Llc |
3 |
| Ironwood Investment Counsel, LLC |
3 |
| Assetmark, Inc |
3 |
| Ensemble Capital Management, LLC |
3 |
| Southeast Asset Advisors Inc. |
3 |
| Laurion Capital Management LP |
3 |
| Envestnet Asset Management Inc |
3 |
| Zacks Investment Management |
3 |
| Greenleaf Trust |
3 |
| Oppenheimer Asset Management Inc. |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Great West Life Assurance Co /can/ |
3 |
| Security National Bank Of So Dak |
3 |
| Profund Advisors Llc |
3 |
| Stevens Capital Management Lp |
3 |
| Cookson Peirce & Co Inc |
3 |
| Campbell & CO Investment Adviser LLC |
3 |
| Legato Capital Management LLC |
3 |
| Zeke Capital Advisors, Llc |
3 |
| GV Financial Advisors |
3 |
| Prospera Financial Services Inc |
3 |
| Cipher Capital LP |
3 |
| Gluskin Sheff & Assoc Inc |
3 |
| CIBC Asset Management Inc |
3 |
| Asset Management One Co., Ltd. |
3 |
| SG Americas Securities, LLC |
3 |
| Kings Point Capital Management |
3 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| Barrett Asset Management, LLC |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Voloridge Investment Management, Llc |
3 |
| Reliance Trust Co Of Delaware |
3 |
| Heritage Wealth Advisors |
3 |
| Rathbone Brothers plc |
3 |
| Financial Architects, Inc |
3 |
| Tfs Capital Llc |
3 |
| Convergence Investment Partners, LLC |
3 |
| Airain ltd |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Griffin Asset Management, Inc. |
3 |
| Mutual Of America Capital Management Llc |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| Manchester Capital Management LLC |
3 |
| Parametrica Management Ltd |
3 |
| Investment House Llc |
3 |
| Garde Capital, Inc. |
3 |
| Calvert Investment Management, Inc. |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| Dupont Capital Management Corp |
3 |
| Rational Advisors Llc |
3 |
| Timber Hill LLC |
3 |
| Atwood & Palmer Inc |
3 |
| North Star Asset Management Inc |
3 |
| First New York Securities Llc /ny |
3 |
| Argentus Capital Management, LLC |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Financial Management Professionals, Inc. |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Nisa Investment Advisors, Llc |
3 |
| Massmutual Trust Co Fsb/adv |
3 |
| Cobiz Investment Management, Llc |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Cambridge Investment Research Advisors, Inc. |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| Emerald Advisers, Llc |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Evergreen Capital Management Llc |
3 |
| Capital Fund Management S.a. |
3 |
| Commonwealth Equity Services, Inc |
3 |
| Ballentine Partners, LLC |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| Hengehold Capital Management Llc |
3 |
| Virginia Retirement Systems Et Al |
3 |
| Hyman Charles D |
3 |
| Maple Securities Usa Inc |
3 |
| Dividend Asset Capital, Llc |
3 |
| Valmark Advisers, Inc. |
3 |
| Dorsey Wright & Associates |
3 |
| Marquette Asset Management, LLC |
3 |
| Bright Rock Capital Management, Llc |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| Peddock Capital Advisors, Llc |
3 |
| Rothschild Investment Corp /il |
3 |
| Armstrong Henry H Associates Inc |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Gateway Investment Advisers Llc |
3 |
| Yorktown Management & Research Co Inc |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Barometer Capital Management Inc. |
3 |
| Thomasville National Bank |
3 |
| CenterStar Fund, LLC |
3 |
| Bb&t Securities, Llc |
3 |
| L & S Advisors Inc |
3 |
| River & Mercantile Asset Management Llp |
3 |
| NewSquare Capital LLC |
3 |
| Duncker Streett & Co Inc |
3 |
| WealthTrust-Arizona, LLC |
3 |
| Css Llc/il |
3 |
| Eagle Global Advisors Llc |
3 |
| RBF Capital, LLC |
3 |
| Northwestern Mutual Wealth Management Co |
3 |
| Needham Investment Management Llc |
3 |
| Mason Street Advisors, Llc |
3 |
| Hilltop Holdings Inc. |
3 |
| Steinberg Global Asset Management |
3 |
| Redwood Investments, LLC |
3 |
| BancorpSouth Inc |
3 |
| Raymond James Trust N.a. |
3 |
| Hutchin Hill Capital, LP |
3 |
| PineBridge Investments, L.P. |
3 |
| Magnetar Financial LLC |
3 |
| Cim Investment Mangement Inc |
3 |
| ProShare Advisors LLC |
3 |
| NorthCoast Asset Management LLC |
3 |
| CI Global Investments Inc. |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| Engineers Gate Manager LP |
3 |
| Johanson Financial Advisors, Inc. |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Eagle Asset Management Inc |
3 |
| Oppenheimer & Co Inc |
3 |
| Mather Group, Llc. |
3 |
| TradeLink Capital LLC |
3 |
| First Mercantile Trust Co |
3 |
| Numeric Investors Llc |
3 |
| Korea Investment CORP |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Oxbow Advisors, LLC |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| American Century Companies Inc |
3 |
| State Of Michigan Retirement System |
3 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
3 |
| Highstreet Asset Management Inc. |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| DT Investment Partners, LLC |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| Triangle Securities Wealth Management |
3 |
| Glaxis Capital Management, LLC |
3 |
| Nine Chapters Capital Management LLC |
3 |
| Torch Wealth Management LLC |
3 |
| Concorde Asset Management, LLC |
3 |
| Cim, Llc |
3 |
| Appleton Partners Inc/ma |
3 |
| Orrstown Financial Services Inc |
3 |
| Oakbrook Investments Llc |
3 |
| American National Bank |
3 |
| Forte Capital Llc /adv |
3 |
| Sigma Planning Corp |
3 |
| DnB Asset Management AS |
3 |
| Simplex Trading, Llc |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| Delta Asset Management Llc/tn |
3 |
| DAVENPORT & Co LLC |
3 |
| IMS Capital Management |
3 |
| Atria Investments Llc |
3 |
| Capstone Asset Management Co |
3 |
| Fox Run Management, L.l.c. |
3 |
| Telemus Capital, Llc |
3 |
| First Hawaiian Bank |
3 |
| Wade G W & Inc |
3 |
| Country Trust Bank |
3 |
| Benjamin F. Edwards & Company, Inc. |
3 |
| B & T Capital Management DBA Alpha Capital Management |
3 |
| Perkins Coie Trust Co |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Dakota Wealth Management |
3 |
| Baystate Wealth Management LLC |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| Carlson Capital Management |
3 |
| New England Research & Management, Inc. |
3 |
| CHICAGO TRUST Co NA |
3 |
| West Oak Capital, LLC |
3 |
| Bath Savings Trust Co |
3 |
| Fulton Bank, N.a. |
3 |
| J. Goldman & Co LP |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Arizona State Retirement System |
3 |
| Group One Trading, L.p. |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Sawtooth Solutions, LLC |
3 |
| Strategic Wealth Advisors Group, LLC |
3 |
| Balentine LLC |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| Raymond James Financial Services Advisors, Inc. |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Moors & Cabot, Inc. |
3 |
| Nwam Llc |
3 |
| Salem Investment Counselors Inc |
3 |
| ETRADE Capital Management LLC |
3 |
| ARGI Investment Services, LLC |
3 |
| Vantage Investment Partners, LLC |
3 |
| ACG Wealth |
3 |
| Oarsman Capital, Inc. |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| CAPROCK Group, Inc. |
3 |
| Hurley Capital, LLC |
3 |
| Tredje AP-fonden |
3 |
| Buckingham Capital Management, Inc. |
3 |
| Alexandria Capital, LLC |
3 |
| MCF Advisors LLC |
3 |
| DekaBank Deutsche Girozentrale |
3 |
| Artemis Investment Management LLP |
3 |
| SOUTH STATE Corp |
3 |
| Valley National Advisers Inc |
3 |
| Montag A & Associates Inc |
3 |
| State Of Wisconsin Investment Board |
3 |
| Greenwich Wealth Management LLC |
3 |
| Northeast Financial Consultants Inc |
3 |
| Utah Retirement Systems |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Karp Capital Management Corp |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Destination Wealth Management |
3 |
| Ninety One UK Ltd |
3 |
| Partnervest Advisory Services LLC |
3 |
| Alerus Investment Advisors Corp |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Accredited Investors Inc. |
3 |
| Vident Investment Advisory, LLC |
3 |
| Amica Retiree Medical Trust |
3 |
| Signature Financial Management, Inc. |
3 |
| Mackay Shields Llc |
3 |
| National Pension Service |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Mirador Capital Partners LP |
3 |
| Xponance, Inc. |
3 |
| Virtu Financial LLC |
3 |
| Cowen Group, Inc. |
3 |
| Usca Ria Llc |
3 |
| Capital Guardian Trust Co |
3 |
| Koch Industries Inc |
3 |
| Wendell David Associates Inc |
3 |
| Umb Bank N A/mo |
3 |
| Crestline Management, LP |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| Hills Bank & Trust Co |
3 |
| Navellier & Associates Inc |
3 |
| Boothbay Fund Management, Llc |
3 |
| RWC Asset Management LLP |
3 |
| Sunbelt Securities, Inc. |
3 |
| Squarepoint Ops LLC |
3 |
| Echo Street Capital Management LLC |
3 |
| PEAK6 Investments, L.P. |
3 |
| HAP Trading, LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| FineMark National Bank & Trust |
3 |
| Capital Wealth Planning, LLC |
3 |
| Private Advisor Group, LLC |
3 |
| Hunter Associates Investment Management Llc |
3 |
| Highland Capital Management, Llc |
3 |
| Apriem Advisors |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| HWG Holdings LP |
3 |
| Wbi Investments, Inc. |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Mv Capital Management, Inc. |
3 |
| Vanguard Chester Funds |
3 |
| Managed Account Advisors Llc |
3 |
| 1832 Asset Management L.P. |
3 |
| Moore Capital Management, Lp |
3 |
| Virginia Retirement System |
3 |
| Cetera Advisors LLC |
3 |
| Cetera Advisor Networks LLC |
3 |
| CENTRAL TRUST Co |
3 |
| Proficio Capital Partners LLC |
3 |
| TRUE Private Wealth Advisors |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| Asset Dedication, LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Andra AP-fonden |
3 |
| Mirae Asset Global Investments Co., Ltd. |
3 |
| WFG Advisors, LP |
3 |
| Penserra Capital Management LLC |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Forsta Ap-fonden |
3 |
| Acrospire Investment Management LLC |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| Brevan Howard Capital Management LP |
3 |
| National Planning Corp |
3 |
| RKL Wealth Management LLC |
3 |
| BNP Paribas Asset Management Holding S.A. |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Brown Brothers Harriman & Co |
3 |
| Cetera Investment Advisers |
3 |
| Bokf, Na |
3 |
| Bahl & Gaynor Inc |
3 |
| Insight Capital Research & Management Inc |
3 |
| Financial Counselors Inc |
3 |
| Rafferty Asset Management, LLC |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| Tcw Group Inc |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Invictus RG |
3 |
| Bayesian Capital Management, LP |
3 |
| Capstone Investment Advisors, Llc |
3 |
| Dynamic Capital Management Ltd |
3 |
| Fort, L.p. |
3 |
| Element Capital Management Llc |
3 |
| Walleye Trading LLC |
3 |
| Interval Partners, LP |
3 |
| Absolute Return Capital, LLC |
3 |
| Legal & General Group Plc |
3 |
| Skandinaviska Enskilda Banken AB (publ) |
3 |
| Signet Financial Management, Llc |
3 |
| Petrus Trust Company, LTA |
3 |
| Twin Tree Management, LP |
3 |
| Tlp Group Llc |
3 |
| Silicon Valley Capital Partners |
3 |
| HighTower Advisors, LLC |
3 |
| Coastal Bridge Advisors, LLC |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| Edgestream Partners, L.P. |
3 |
| Schonfeld Strategic Advisors LLC |
3 |
| Two Sigma Securities, Llc |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Allstate Corp |
3 |
| Gotham Asset Management, LLC |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Baird Financial Group, Inc. |
3 |
| Venturi Wealth Management, LLC |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Thrivent Financial For Lutherans |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Mml Investors Services, Llc |
3 |
| Bluestein R H & Co |
3 |
| People's United Financial, Inc. |
3 |
| Cornerstone Capital Management Holdings Llc. |
3 |
| CapWealth Advisors, LLC |
3 |
| Capula Management Ltd |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Eos Management, L.P. |
3 |
| Eos Focused Equity Management, L.P. |
3 |
| Deere & Co |
3 |
| Congress Asset Management Co /ma |
3 |
| Charles Schwab Investment Management Inc |
3 |
| USA Financial Portformulas Corp |
3 |
| Payden & Rygel |
3 |
| DRW Securities, LLC |
3 |
| AHL Partners LLP |
3 |
| Tiverton Asset Management Llc |
3 |
| State of Tennessee, Treasury Department |
3 |
| Lebenthal Asset Management, LLC |
3 |
| Boston Private Wealth Llc |
3 |
| Prudential Plc |
3 |
| Axa S.a. |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Wealthspire Advisors, L.P. |
3 |
| SAC Capital Advisors LP |
3 |
| Green Arrow Capital Management Llc |
3 |
| Placemark Investments, Inc. |
3 |
| Jane Street Holding, LLC |
3 |
| Sei Trust Co |
3 |
| NuWave Investment Management, LLC |
3 |
| Man Investments Ltd |
3 |
| Emerald Acquisition Ltd. |
3 |
| Harwood Advisory Group, LLC |
3 |
| Alerus Financial Na |
3 |
| Wolverine Trading, Llc |
3 |
| Bellwether Investment Group, LLC |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Wilmington Funds Management Corp |
3 |
| Elite Wealth Management, Inc. |
3 |
| Ibex Wealth Advisors |
3 |
| Connecticut Wealth Management, LLC |
3 |
| Jacobi Capital Management LLC |
3 |
| Kepos Capital LP |
3 |
| Etf Managers Group, Llc |
3 |
| Arthur M. Cohen & Associates, Llc |
3 |
| Simon Quick Advisors, Llc |
3 |
| Oxford Financial Group Ltd |
3 |
| Private Advisory Group LLC |
3 |
| Northwest Wealth Management, Llc |
3 |
| Versor Investments LP |
3 |
| FNY Partners Fund LP |
3 |
| Avantax Planning Partners, Inc. |
3 |
| McAdam, LLC |
3 |
| Polianta Ltd |
3 |
| JJJ Advisors Inc. |
3 |
| ARK Investment Management LLC |
3 |
| Symmetry Partners, LLC |
3 |
| Meridian Wealth Management, LLC |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| Empowered Funds, LLC |
3 |
| Adviser Investments LLC |
3 |
| SRS Capital Advisors, Inc. |
3 |
| Banco Santander, S.A. |
3 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| AE Wealth Management LLC |
3 |
| IHT Wealth Management, LLC |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Neuburgh Advisers LLC |
3 |
| Summit Global Investments |
3 |
| Advantage Investment Management, Llc |
3 |
| Assenagon Asset Management S.A. |
3 |
| Sowell Financial Services LLC |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| New Perspective Fund |
3 |
| Security Asset Management |
3 |
| Israel Discount Bank Of New York /gfn |
3 |
| Ridgewood Investments LLC |
3 |
| SpiderRock Advisors, LLC |
3 |
| Morse Asset Management, Inc |
3 |
| Founders Capital Management |
3 |
| Israel Discount Bank of New York |
3 |
| Westside Investment Management, Inc. |
3 |
| Achmea Investment Management B.V. |
3 |
| Lido Advisors, LLC |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| Bfsg, Llc |
3 |
| Gilbert & Cook, Inc. |
3 |
| Atlantic Trust, LLC |
3 |
| Crescent Grove Advisors, LLC |
3 |
| BDO Wealth Advisors, LLC |
3 |
| Intercontinental Wealth Advisors, LLC |
3 |
| Regal Wealth Group, Inc. |
3 |
| AlphaStar Capital Management, LLC |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| Bogart Wealth, LLC |
3 |
| Donoghue Forlines LLC |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| Csenge Advisory Group |
3 |
| Cerebellum GP, LLC |
3 |
| Tower View Investment Management & Research LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| Front Row Advisors LLC |
3 |
| Global Trust Asset Management, LLC |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
3 |
| PFG Advisors |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
3 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
3 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
3 |
| Forum Funds |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
3 |
| Profunds - Profund Vp Oil & Gas |
3 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
3 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
| BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
3 |
| Allianzgi Equity & Convertible Income Fund |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
3 |
| BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
3 |
| Source Capital Inc /de/ |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| Nuveen Dow 30sm Dynamic Overwrite Fund |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Oppenheimer Variable Account Funds |
3 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
3 |
| Nuveen Tax-advantaged Dividend Growth Fund |
3 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| Eaton Vance Tax-managed Buy-write Income Fund |
3 |
| Eaton Vance Enhanced Equity Income Fund Ii |
3 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
3 |
| Gabelli Dividend & Income Trust |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
| Waddell & Reed Advisors Funds |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
| ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| American Funds Insurance Series |
3 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
3 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
3 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
3 |
| MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
3 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
3 |
| PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
3 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| MONTX - MONETTA TRUST - Monetta Fund |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
3 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
3 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
| Blackrock Enhanced Equity Dividend Trust |
3 |
| Blackrock Enhanced Global Dividend Trust |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Cornerstone Total Return Fund Inc |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| Cornerstone Strategic Value Fund Inc |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc |
3 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| Delaware Enhanced Global Dividend & Income Fund |
3 |
| Oppenheimer Global Multi Strategies Fund |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Cca Investments Trust |
3 |
| MUNDX - MUNDOVAL FUNDS - Mundoval Fund |
3 |
| AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares |
3 |
| PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
3 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
3 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
3 |
| Global X Funds |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| Lmp Capital & Income Fund Inc. |
3 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
3 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
3 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
3 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
3 |
| Jpmorgan Trust Iii |
3 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
3 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
| PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
3 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
3 |
| Clough Global Equity Fund |
3 |
| Clough Global Opportunities Fund |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| Alpine Total Dynamic Dividend Fund |
3 |
| Horizons Etf Trust I |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Alpine Global Dynamic Dividend Fund |
3 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
| LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| Calamos Strategic Total Return Fund |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
3 |
| Ridgeworth Funds |
3 |
| FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
3 |
| Vanguard Morgan Growth Fund |
3 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
3 |
| Ab Pooling Portfolios |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Keeler THomas Management LLC |
3 |
| Signition Lp |
3 |
| Tibra Equities Europe Ltd |
3 |
| Commonwealth Equity Services, Llc |
3 |
| Centaurus Financial, Inc. |
3 |
| Crewe Advisors LLC |
3 |
| Mutual Advisors, LLC |
3 |
| Carillon Tower Advisers, Inc. |
3 |
| Pinnacle Wealth Planning Services, Inc. |
3 |
| Kaizen Advisory, Llc |
3 |
| Icon Wealth Partners, LLC |
3 |
| Investors Research Corp |
3 |
| Larson Financial Group LLC |
3 |
| Truewealth Llc |
3 |
| Merit Financial Group, LLC |
3 |
| MANA Advisors LLC |
3 |
| Caption Management, LLC |
3 |
| Holocene Advisors, LP |
3 |
| Athanor Capital, Lp |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Premia Global Advisors, Llc |
3 |
| Weil Company, Inc. |
3 |
| Summit Trail Advisors, Llc |
3 |
| Cowen And Company, Llc |
3 |
| Diametric Capital, LP |
3 |
| Virtue Capital Management, LLC |
3 |
| Ironvine Capital Partners, LLC |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| We Are One Seven, LLC |
3 |
| Certified Advisory Corp |
3 |
| AdvisorNet Financial, Inc |
3 |
| Marino, Stram & Associates Llc |
3 |
| Creative Financial Designs Inc /adv |
3 |
| Nvwm, Llc |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Atlas Capital Advisors Llc |
3 |
| Versant Capital Management, Inc |
3 |
| West Branch Capital LLC |
3 |
| Hc Financial Advisors Inc |
3 |
| Rockefeller Capital Management L.P. |
3 |
| Altshuler Shaham Ltd |
3 |
| Krane Funds Advisors LLC |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Blue Chip Wealth Management, Inc. |
3 |
| Cynosure Advisors, Llc |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| CX Institutional |
3 |
| FNY Investment Advisers, LLC |
3 |
| Brand Asset Management Group, Inc. |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Global Retirement Partners, LLC |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| Truvestments Capital Llc |
3 |
| Canton Hathaway, LLC |
3 |
| Selective Wealth Management, Inc. |
3 |
| AIA Group Ltd |
3 |
| AIA Investment Management Private Ltd |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| Hotaling Investment Management, LLC |
3 |
| Quantamental Technologies LLC |
3 |
| Essex Savings Bank |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Enlightenment Research, LLC |
3 |
| Wiley Bros.-aintree Capital, Llc |
3 |
| Lindbrook Capital, Llc |
3 |
| Old North State Trust, LLC |
3 |
| Pearl River Capital, LLC |
3 |
| Costello Asset Management, INC |
3 |
| Alphacrest Capital Management Llc |
3 |
| Riverview Trust Co |
3 |
| Paradigm Financial Partners, Llc |
3 |
| TrinityPoint Wealth, LLC |
3 |
| Duality Advisers, Lp |
3 |
| Sepio Capital, LP |
3 |
| SlateStone Wealth, LLC |
3 |
| Ameritas Investment Corp |
3 |
| Avantax Advisory Services, Inc. |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Magnus Financial Group LLC |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| PRW Wealth Management LLC |
3 |
| Weld Capital Management Llc |
3 |
| Neo Ivy Capital Management |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Alera Investment Advisors, LLC |
3 |
| Ossiam |
3 |
| Ostrum Asset Management |
3 |
| Quantinno Capital Management LP |
3 |
| Cresset Asset Management, LLC |
3 |
| Atom Investors LP |
3 |
| Salomon & Ludwin, LLC |
3 |
| Guidance Point Advisors, LLC |
3 |
| Toroso Investments, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| MorganRosel Wealth Management, LLC |
3 |
| Cynosure Management, Llc |
3 |
| Wealthfront Advisers Llc |
3 |
| Brandywine Oak Private Wealth Llc |
3 |
| MONECO Advisors, LLC |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| Qtron Investments LLC |
3 |
| Bain Capital Public Equity Management Ii, Llc |
3 |
| Manchester Financial Inc |
3 |
| Executive Wealth Management, LLC |
3 |
| Biltmore Capital Advisors LLC |
3 |
| Lake Point Wealth Management |
3 |
| Princeton Global Asset Management LLC |
3 |
| Fulcrum Equity Management |
3 |
| Treasurer of the State of North Carolina |
3 |
| Machina Capital S.a.s. |
3 |
| Kore Private Wealth LLC |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| Mercer Global Advisors Inc /adv |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| IMC-Chicago, LLC |
3 |
| Next Financial Holdings |
3 |
| Golden State Wealth Management, LLC |
3 |
| WealthStone, Inc. |
3 |
| Inscription Capital, LLC |
3 |
| Benjamin Edwards Inc |
3 |
| Principal Street Partners, LLC |
3 |
| GeoWealth Management, LLC |
3 |
| Leap Investments Lp |
3 |
| OneAscent Financial Services LLC |
3 |
| Rs Variable Products Trust |
3 |
| Campbell Multi-strategy Trust |
3 |
| Avion Wealth |
3 |
| Personal Cfo Solutions, Llc |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I |
3 |
| AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A |
3 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
3 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
3 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
| USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares |
3 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) |
3 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF |
3 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
3 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
3 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
3 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
3 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
3 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
3 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
| FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
3 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
3 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
3 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
3 |
| TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
3 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
3 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd 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 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
3 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
3 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
3 |
| PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
3 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
3 |
| PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
3 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
3 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
3 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
3 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF |
3 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
3 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
3 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
3 |
| GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
3 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
3 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
3 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
3 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
3 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio |
3 |
| AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
3 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
3 |
| LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
3 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
| SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
3 |
| CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
3 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
3 |
| CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
3 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
3 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
3 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
3 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
3 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
3 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
3 |
| PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
3 |
| TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
3 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
3 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
3 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
| Modus Advisors, LLC |
3 |
| Harbor Investment Advisory, Llc |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
3 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
| AdvisorShares Investments LLC |
3 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| J.w. Cole Advisors, Inc. |
3 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
3 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Tsfg, Llc |
3 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. 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 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
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 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
3 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
3 |
| IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
3 |
| JHGEX - John Hancock Funds II - Global Equity Fund Class A |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| GQETX - GMO TRUST - GMO Quality Fund Class III |
3 |
| Pennsylvania Capital Management Inc /adv |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
3 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
3 |
| Red Door Wealth Management, LLC |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
3 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
3 |
| Cfm Wealth Partners Llc |
3 |
| LifeSteps Financial, Inc. |
3 |
| XML Financial, LLC |
3 |
| Aigen Investment Management, Lp |
3 |
| Ieq Capital, Llc |
3 |
| ICW Investment Advisors LLC |
3 |
| Illinois Municipal Retirement Fund |
3 |
| Steel Peak Wealth Management LLC |
3 |
| Quaker Wealth Management, LLC |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Banque Cantonale Vaudoise |
3 |
| GFG Capital, LLC |
3 |
| CBIZ Investment Advisory Services, LLC |
3 |
| Keebeck Alpha, LP |
3 |
| Vestcor Inc |
3 |
| PSI Advisors, LLC |
3 |
| Marcum Wealth, LLC |
3 |
| Lion Street Advisors, LLC |
3 |
| Game Plan Financial Advisors, LLC |
3 |
| PYA Waltman Capital, LLC |
3 |
| Fortis Capital Management LLC |
3 |
| Jade Capital Advisors, LLC |
3 |
| FORA Capital, LLC |
3 |
| Column Capital Advisors, LLC |
3 |
| Ethic Inc. |
3 |
| Center for Financial Planning, Inc. |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| Optas, LLC |
3 |
| Hohimer Wealth Management, Llc |
3 |
| Cinctive Capital Management LP |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Twinbeech Capital Lp |
3 |
| Mirabella Financial Services Llp |
3 |
| Ensign Peak Advisors, Inc |
3 |
| CVA Family Office, LLC |
3 |
| Seven Springs Wealth Group, LLC |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| FSA Wealth Management LLC |
3 |
| Stephenson National Bank & Trust |
3 |
| Brooktree Capital Management |
3 |
| Verus Capital Partners, Llc |
3 |
| Engrave Wealth Partners LLC |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| HighMark Wealth Management LLC |
3 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
| Davidson Capital Management Inc. |
3 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| Northern Trust Co Of Connecticut |
3 |
| Royal Fund Management, LLC |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Rsm Us Wealth Management Llc |
3 |
| tru Independence LLC |
3 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
| Core Alternative Capital |
3 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
| Atlas Private Wealth Advisors |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
3 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| First Horizon Corp |
3 |
| Knight Capital Group, Inc. |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
3 |
| Agf Management Ltd |
3 |
| WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND |
3 |
| Hexagon Capital Partners LLC |
3 |
| TFC Financial Management |
3 |
| Kestra Advisory Services, LLC |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| Fortis Group Advisors, LLC |
3 |
| Cordant, Inc. |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| Crescent Capital Consulting, LLC |
3 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
3 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
3 |
| TrueWealth Advisors, LLC |
3 |
| IFS Advisors, LLC |
3 |
| Legacy Financial Group LLC |
3 |
| GoalVest Advisory LLC |
3 |
| Hemington Wealth Management |
3 |
| Ellsworth Advisors, LLC |
3 |
| E Fund Management Co., Ltd. |
3 |
| Maryland State Retirement & Pension System |
3 |
| San Luis Wealth Advisors LLC |
3 |
| Annapolis Financial Services, LLC |
3 |
| Altus Wealth Group LLC |
3 |
| Inspire Advisors, LLC |
3 |
| Bridgefront Capital, LLC |
3 |
| True Link Financial Advisors, LLC |
3 |
| Interchange Capital Partners, LLC |
3 |
| Tradition Wealth Management, LLC |
3 |
| Occudo Quantitative Strategies Lp |
3 |
| Standard Family Office LLC |
3 |
| Orion Capital Management LLC |
3 |
| DEFN - Emles Trust - Emles Protective Allocation ETF |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Childress Capital Advisors, Llc |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| Legacy Wealth Asset Management, LLC |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| Connectus Wealth, LLC |
3 |
| Spire Wealth Management |
3 |
| Capitolis Advisors LLC |
3 |
| AXS Investments LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| XTX Topco Ltd |
3 |
| Continuum Advisory, LLC |
3 |
| Geneos Wealth Management Inc. |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| Sierra Capital LLC |
3 |
| Kb Financial Partners, Llc |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
| Y.D. More Investments Ltd |
3 |
| Smith Anglin Financial, LLC |
3 |
| Siemens Fonds Invest GmbH |
3 |
| FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
3 |
| PNC Managed Account Solutions, Inc. |
3 |
| Delos Wealth Advisors, LLC |
3 |
| Accurate Wealth Management, LLC |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| Essex LLC |
3 |
| JB Capital LLC |
3 |
| Allspring Global Investments Holdings, LLC |
3 |
| Capital Performance Advisors Llp |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Steward Financial Group LLC |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Ameritas Advisory Services, LLC |
3 |
| Cross Staff Investments Inc |
3 |
| EverSource Wealth Advisors, LLC |
3 |
| Enhancing Capital LLC |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| Buckingham Strategic Partners |
3 |
| CoreCap Advisors, LLC |
3 |
| Morton Brown Family Wealth, LLC |
3 |
| SJS Investment Consulting Inc. |
3 |
| Metis Global Partners, LLC |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| MQS Management LLC |
3 |
| Snowden Capital Advisors LLC |
3 |
| Mbb Public Markets I Llc |
3 |
| Corton Capital Inc. |
3 |
| Aquatic Capital Management LLC |
3 |
| Lifeworks Advisors, LLC |
3 |
| HB Wealth Management, LLC |
3 |
| Carroll Investors, Inc |
3 |
| Raleigh Capital Management Inc. |
3 |
| Forum Financial Management, LP |
3 |
| Byrne Asset Management LLC |
3 |
| Simplicity Wealth,LLC |
3 |
| Ascent Group, LLC |
3 |
| Psagot Value Holdings Ltd. / (Israel) |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
| FSC Wealth Advisors, LLC |
3 |
| SILVER OAK SECURITIES, Inc |
3 |
| BMS Financial Advisors, LLC |
3 |
| Alpha Square Group S, LLC |
3 |
| Concentric Capital Strategies, LP |
3 |
| Beacon Capital Management, LLC |
3 |
| Angeles Wealth Management, Llc |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| Saudi Central Bank |
3 |
| WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| Castle Wealth Management Llc |
3 |
| Ronald Blue Trust, Inc. |
3 |
| Intech Investment Management Llc |
3 |
| Azimuth Capital Investment Management LLC |
3 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
| Advisor Partners Ii, Llc |
3 |
| Colonial Trust Co / SC |
3 |
| Brewin Dolphin Ltd |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Stephens Consulting, LLC |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Icon Wealth Advisors, LLC |
3 |
| Beaumont Financial Advisors, LLC |
3 |
| VitalStone Financial, LLC |
3 |
| Lodestar Private Asset Management Llc |
3 |
| Mendota Financial Group, LLC |
3 |
| Bleakley Financial Group, LLC |
3 |
| Team Hewins, LLC |
3 |
| Qsemble Capital Management, LP |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Axq Capital, Lp |
3 |
| MRP Capital Investments, LLC |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| Allstate Investment Management Co |
3 |
| Park Place Capital Corp |
3 |
| Inceptionr Llc |
3 |
| Greenland Capital Management LP |
3 |
| Headlands Technologies LLC |
3 |
| Capital Group Investment Management Pte. Ltd. |
3 |
| West Tower Group, LLC |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| Fortis Capital Advisors, LLC |
3 |
| Readystate Asset Management Lp |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| CI Private Wealth, LLC |
3 |
| True Wealth Design, LLC |
3 |
| Point72 Middle East FZE |
3 |
| Compass Wealth Management LLC |
3 |
| Callan Family Office, LLC |
3 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
3 |
| Baron Wealth Management LLC |
3 |
| Barrett & Company, Inc. |
3 |
| Vinva Investment Management Ltd |
3 |
| Nebula Research & Development LLC |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| Gts Securities Llc |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| Union Savings Bank |
3 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
| Strategic Financial Concepts, LLC |
3 |
| Farther Finance Advisors, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| Arlington Trust Co LLC |
3 |
| Syon Capital Llc |
3 |
| Norden Group Llc |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| Qrg Capital Management, Inc. |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Vident Advisory, LLC |
3 |
| Pictet Asset Management Holding SA |
3 |
| KPP Advisory Services LLC |
3 |
| PFS Partners, LLC |
3 |
| West Paces Advisors Inc. |
3 |
| Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
3 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
3 |
| Anchor Investment Management, LLC |
3 |
| Valued Wealth Advisors LLC |
3 |
| BKM Wealth Management, LLC |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| Fortitude Family Office, LLC |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Trust Point Inc. |
3 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
3 |
| Rakuten Securities, Inc. |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| Bare Financial Services, Inc |
3 |
| Principal Securities, Inc. |
3 |
| Quotient Wealth Partners, LLC |
3 |
| Anthracite Investment Company, Inc. |
3 |
| Quest Partners LLC |
3 |
| Sachetta, LLC |
3 |
| Smartleaf Asset Management LLC |
3 |
| Plato Investment Management Ltd |
3 |
| Bartlett & Co. Wealth Management Llc |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Scientech Research LLC |
3 |
| EntryPoint Capital, LLC |
3 |
| Degroof Petercam Asset Management |
3 |
| Pathstone Holdings, LLC |
3 |
| Colony Group, LLC |
3 |
| Encompass More Asset Management |
3 |
| Quadcap Wealth Management, LLC |
3 |
| Entropy Technologies, LP |
3 |
| Sanibel Captiva Trust Company, Inc. |
3 |
| Groupama Asset Managment |
3 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
| Creekmur Asset Management LLC |
3 |
| Richardson Financial Services Inc. |
3 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
3 |
| Kapitalo Investimentos Ltda |
3 |
| American Capital Advisory, LLC |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Embree Financial Group |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Mediolanum International Funds Ltd |
3 |
| Fiduciary Family Office, Llc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| LRI Investments, LLC |
3 |
| Federation des caisses Desjardins du Quebec |
3 |
| Gen-Wealth Partners Inc |
3 |
| Point72 (DIFC) Ltd |
3 |
| Global Financial Private Client, LLC |
3 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
3 |
| Corebridge Financial, Inc. |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Lynx Investment Advisory |
3 |
| Kelly Financial Services LLC |
3 |
| World Equity Group, Inc. |
3 |
| Rothschild Investment Llc |
3 |
| Abound Wealth Management |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Td Private Client Wealth Llc |
3 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
3 |
| Aviso Financial Inc. |
3 |
| Cromwell Holdings LLC |
3 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
3 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
3 |
| Sanctuary Advisors, LLC |
3 |
| Principia Wealth Advisory, LLC |
3 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| Erste Asset Management GmbH |
3 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| Legacy Wealth Management, LLC / MS |
3 |
| Board of the Pension Protection Fund |
3 |
| Berbice Capital Management LLC |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| Financial Life Planners |
3 |
| Whipplewood Advisors, LLC |
3 |
| Raymond James Financial Inc |
3 |
| Rialto Wealth Management, LLC |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Hughes Financial Services, LLC |
3 |
| Generali Asset Management SPA SGR |
3 |
| Jain Global LLC |
3 |
| Police & Firemen's Retirement System of New Jersey |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Sagespring Wealth Partners, Llc |
3 |
| Transce3nd, LLC |
3 |
| Caitong International Asset Management Co., Ltd |
3 |
| Fieldview Capital Management, LLC |
3 |
| Banque Transatlantique SA |
3 |
| Parvin Asset Management, LLC |
3 |
| Freestone Grove Partners LP |
3 |
| Novem Group |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Kilter Group LLC |
3 |
| 111 Capital |
3 |
| Chancellor Financial Group WB LP |
3 |
| FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF |
3 |
| Huntleigh Advisors, Inc. |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| Nuveen, LLC |
3 |
| Binnacle Investments Inc |
3 |
| Rakuten Investment Management, Inc. |
3 |
| WPG Advisers, LLC |
3 |
| HFM Investment Advisors, LLC |
3 |
| Caxton Associates Llp |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| Glenmede Investment Management, LP |
3 |
| INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF |
3 |
