| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
55 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
54 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
53 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
50 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
50 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
47 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
46 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
45 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
44 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
43 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
42 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
39 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
38 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
37 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
36 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
34 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
33 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
31 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
29 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
28 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
27 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
27 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
27 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
26 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
26 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
25 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
25 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
25 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
24 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
24 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
24 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
24 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
23 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
23 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
23 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
23 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
22 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
22 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
22 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
21 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
21 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
21 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
20 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
20 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
20 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
20 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
20 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
20 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
19 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
19 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
19 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
18 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
18 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
18 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
18 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
18 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
17 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
17 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
17 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
17 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
17 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
17 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
17 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
17 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
17 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
17 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
17 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
16 |
| MASTER BOND LLC - Master Total Return Portfolio |
16 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
16 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
16 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
16 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
16 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
16 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
15 |
| Invesco Bond Fund |
15 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
15 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
15 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
15 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
15 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
15 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
15 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
14 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
14 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
14 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
14 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
14 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
14 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
14 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
14 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
14 |
| Six Circles Trust - Six Circles Global Bond Fund |
14 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
14 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
13 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
13 |
| BlackRock Credit Strategies Fund |
13 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
13 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
13 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
13 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
13 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
13 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
13 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
13 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
13 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
13 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
12 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
12 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
12 |
| Blackrock Ltd Duration Income Trust |
12 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
12 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
12 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
12 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
12 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
12 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
12 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
12 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
11 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
11 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
11 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
11 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
11 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
11 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
11 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
11 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
11 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
11 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
11 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
11 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
11 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
11 |
| Blackrock Debt Strategies Fund, Inc. |
11 |
| Blackrock Floating Rate Income Trust |
11 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
10 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
10 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
10 |
| Invesco Senior Loan Fund |
10 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
10 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
10 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
10 |
| Blackrock Credit Allocation Income Trust |
10 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
10 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
10 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
10 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
10 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
10 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
10 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
10 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
10 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
10 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
10 |
| Blackrock Core Bond Trust |
9 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
9 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
9 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
9 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
9 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
9 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
9 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
9 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
9 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
9 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
9 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
9 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
9 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
9 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
9 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
9 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
9 |
| Invesco Senior Income Trust |
9 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
9 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
9 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
9 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
9 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
9 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
9 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
8 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
8 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
8 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
8 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
8 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
8 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
8 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
8 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
8 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
8 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
8 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
8 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
8 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
8 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
8 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
8 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
8 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
8 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
8 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
8 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
8 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
8 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
8 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
8 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
8 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
8 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
8 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
8 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
8 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
8 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
8 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
8 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
8 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
8 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
8 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
8 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
8 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
8 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
8 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
8 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
8 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
8 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
7 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
7 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
7 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
7 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
7 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
7 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
7 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
7 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
7 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
7 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
7 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
7 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
7 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
7 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
7 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
7 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
7 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
7 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
7 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
7 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
7 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
7 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
7 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
7 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
7 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
7 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
7 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
7 |
| Pacer Advisors, Inc. |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
7 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
7 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
7 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
| Blackrock Multi-sector Income Trust |
7 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
7 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
7 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
7 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
7 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
7 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
7 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
6 |
| Van Eck Associates Corp |
6 |
| Tocqueville Asset Management L.p. |
6 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
6 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
6 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
| FDx Advisors, Inc. |
6 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
6 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
6 |
| Public Employees Retirement Association Of Colorado |
6 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
6 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
6 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
6 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
6 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
6 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
6 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
6 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
6 |
| Cwm, Llc |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
6 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
6 |
| Nuveen Multi-Asset Income Fund |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
6 |
| Amica Mutual Insurance Co |
6 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
6 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
6 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
6 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
6 |
| Nuveen Credit Strategies Income Fund |
6 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
6 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
6 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
6 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
6 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
6 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
6 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
6 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
6 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
6 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
6 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
6 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
6 |
| Blackrock Corporate High Yield Fund, Inc. |
6 |
| Eaton Vance Ltd Duration Income Fund |
6 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
6 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
6 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
6 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
6 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
6 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
6 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
6 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
6 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
6 |
| KBC Group NV |
6 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
6 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
6 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
6 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
6 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
6 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
6 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
6 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
6 |
| SG Americas Securities, LLC |
6 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
6 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
6 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
6 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
6 |
| Capstone Investment Advisors, Llc |
6 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
6 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
6 |
| Citigroup Inc |
5 |
| Mv Capital Management, Inc. |
5 |
| Sandy Spring Bank |
5 |
| Oxford Asset Management Llp |
5 |
| Vanguard Group Inc |
5 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
| Mutual Of America Capital Management Llc |
5 |
| Principal Securities, Inc. |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
5 |
| Janus Henderson Group Plc |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
5 |
| Arlington Trust Co LLC |
5 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
5 |
| Capital World Investors |
5 |
| First Trust Advisors Lp |
5 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
| Private Wealth Management Group, LLC |
5 |
| SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
5 |
| Rhumbline Advisers |
5 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
5 |
| Quest Partners LLC |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| Sachetta, LLC |
5 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
5 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
5 |
| Envestnet Asset Management Inc |
5 |
| Skopos Labs, Inc. |
5 |
| Regentatlantic Capital Llc |
5 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
5 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
5 |
| Laurion Capital Management LP |
5 |
| CIBC Asset Management Inc |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
| Smartleaf Asset Management LLC |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
5 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
5 |
| Wells Fargo Multi-sector Income Fund |
5 |
| Asset Management One Co., Ltd. |
5 |
| Exchange Traded Concepts, Llc |
5 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
5 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
5 |
| Pensionmark Financial Group, Llc |
5 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
5 |
| Manchester Capital Management LLC |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
| Highbridge Capital Management Llc |
5 |
| Toroso Investments, LLC |
5 |
| Parametrica Management Ltd |
5 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
5 |
| Invesco Ltd. |
5 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
5 |
| Glassman Wealth Services |
5 |
| Assetmark, Inc |
5 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
5 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| Riggs Asset Managment Co. Inc. |
5 |
| Senator Investment Group LP |
5 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
5 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
5 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
5 |
| EntryPoint Capital, LLC |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| Atom Investors LP |
5 |
| Polar Asset Management Partners Inc. |
5 |
| Bartlett & Co. LLC |
5 |
| Strs Ohio |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| Calvert Investment Management, Inc. |
5 |
| ExodusPoint Capital Management, LP |
5 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| Putnam Investments Llc |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
5 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
| Cresset Asset Management, LLC |
5 |
| Daiwa Securities Group Inc. |
5 |
| Prudential Short Duration High Yield Fund, Inc. |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
5 |
| Ci Investments Inc. |
5 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
| Quantinno Capital Management LP |
5 |
| Guggenheim Strategic Opportunities Fund |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
5 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
5 |
| Pathstone Holdings, LLC |
5 |
| IndexIQ Advisors LLC |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| California State Teachers Retirement System |
5 |
| Dupont Capital Management Corp |
5 |
| Pictet Asset Management Ltd |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| Rational Advisors Llc |
5 |
| Aqr Capital Management Llc |
5 |
| Macquarie Group Ltd |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
5 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
5 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
5 |
| Chicago Equity Partners Llc |
5 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
5 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
5 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
| Ossiam |
5 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
5 |
| Bay Harbor Wealth Management, LLC |
5 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
5 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
5 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
| Bank Of Montreal /can/ |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| Shell Asset Management Co |
5 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
| Coldstream Capital Management Inc |
5 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
5 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
5 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
5 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
5 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
5 |
| VCGAX - VALIC Co I - Growth & Income Fund |
5 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
5 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
5 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
5 |
| Tower Research Capital LLC (TRC) |
5 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
5 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
| American Portfolios Advisors |
5 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
| Zions Bancorporation, N.A. |
5 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
5 |
| Alyeska Investment Group, L.P. |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| Hrt Financial Lp |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| Barrett Asset Management, LLC |
5 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
| Quantitative Investment Management, LLC |
5 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
5 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
5 |
| GAM Holding AG |
5 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
5 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| Bp Plc |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
| Deutsche Bank Ag\ |
5 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
5 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
5 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
5 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
5 |
| Visium Asset Management, LP |
5 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
5 |
| State of Alaska, Department of Revenue |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| Townsquare Capital Llc |
5 |
| Citadel Advisors Llc |
5 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
5 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
5 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
5 |
| Nisa Investment Advisors, Llc |
5 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
5 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| Blueshift Asset Management, LLC |
5 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| Nationwide Fund Advisors |
5 |
| Massmutual Trust Co Fsb/adv |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
5 |
| True Wealth Design, LLC |
5 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
| CI Private Wealth, LLC |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
5 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
| Aperio Group, LLC |
5 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
5 |
| Allworth Financial LP |
5 |
| Voloridge Investment Management, Llc |
5 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
5 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
5 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
5 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
5 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
5 |
| Perpetual Ltd |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
5 |
| New York Life Investment Management Llc |
5 |
| Ing Groep Nv |
5 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
5 |
| State Street Corp |
5 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
5 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
5 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
5 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
5 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
5 |
| Hudson Bay Capital Management LP |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
5 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
5 |
| Nuveen, LLC |
5 |
| Financiere des Professionnels - Fonds d,investissement inc. |
5 |
| American Capital Advisory, LLC |
5 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
| Riverview Trust Co |
5 |
| Piedmont Investment Advisors Llc |
5 |
| Cornerstone Planning Group LLC |
5 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| Capital Fund Management S.a. |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
5 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
5 |
| Alphacrest Capital Management Llc |
5 |
| Park Avenue Securities Llc |
5 |
| Pearl River Capital, LLC |
5 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
5 |
| Cornercap Investment Counsel Inc |
5 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
5 |
| Wolverine Asset Management Llc |
5 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
5 |
| Commonwealth Bank Of Australia |
5 |
| Credit Suisse Ag/ |
5 |
| PGGM Investments |
5 |
| Balyasny Asset Management Llc |
5 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
| Capital Group Investment Management Pte. Ltd. |
5 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
5 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
5 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Enterprise Financial Services Corp |
5 |
| Headlands Technologies LLC |
5 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| Raymond James & Associates |
5 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
5 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
| Jennison Associates Llc |
5 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| Quantbot Technologies LP |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
5 |
| Fmr Llc |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| Quarry LP |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| Ubs Asset Management Americas Inc |
5 |
| SYSTM Wealth Solutions LLC |
5 |
| Qsemble Capital Management, LP |
5 |
| Lindbrook Capital, Llc |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
5 |
| Two Sigma Investments, Lp |
5 |
| Renaissance Technologies Llc |
5 |
| Ameriprise Financial Inc |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| Los Angeles Capital Management Llc |
5 |
| FIL Ltd |
5 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
5 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
5 |
| Loomis Sayles & Co L P |
5 |
| World Asset Management Inc |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| Cerebellum GP, LLC |
5 |
| Boston Partners |
5 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
5 |
| Aigen Investment Management, Lp |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| Illinois Municipal Retirement Fund |
5 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| TD Waterhouse Canada Inc. |
5 |
| Gateway Investment Advisers Llc |
5 |
| Capital International Investors |
5 |
| Belpointe Asset Management LLC |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| Valeo Financial Advisors, LLC |
5 |
| Pictet Asset Management Sa |
5 |
| National Asset Management, Inc. |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
| Plante Moran Financial Advisors, LLC |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| Brown Advisory Inc |
5 |
| Klp Kapitalforvaltning As |
5 |
| Cornerstone Advisors, Inc. |
5 |
| Connor, Clark & Lunn Investment Management Ltd. |
5 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
5 |
| Capital Bank & Trust Co |
5 |
| Pendal Group Ltd |
5 |
| Colonial Trust Co / SC |
5 |
| Suntrust Banks Inc |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| Vestcor Inc |
5 |
| Glenmede Trust Co Na |
5 |
| Howe & Rusling Inc |
5 |
| Teacher Retirement System Of Texas |
5 |
| Atlantic Trust, LLC |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| First Manhattan Co |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| FORA Capital, LLC |
5 |
| Federation des caisses Desjardins du Quebec |
5 |
| Advisor Group Holdings, Inc. |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
5 |
| MARSHALL WACE ASIA Ltd |
5 |
| Nordea Investment Management Ab |
5 |
| Marshall Wace North America L.P. |
5 |
| Point72 (DIFC) Ltd |
5 |
| Alliancebernstein L.p. |
5 |
| Woodline Partners LP |
5 |
| Ethic Inc. |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| Assenagon Asset Management S.A. |
5 |
| Eaton Vance Management |
5 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
5 |
| Huntington National Bank |
5 |
| Blair William & Co/il |
5 |
| Amundi |
5 |
| Regent Peak Wealth Advisors LLC |
5 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| Cigna Investments Inc /new |
5 |
| Meridian Wealth Partners, LLC |
5 |
| Fifth Third Bancorp |
5 |
| Point72 Asset Management, L.P. |
5 |
| Twinbeech Capital Lp |
5 |
| Global Financial Private Client, LLC |
5 |
| Mirabella Financial Services Llp |
5 |
| Ensign Peak Advisors, Inc |
5 |
| CVA Family Office, LLC |
5 |
| Parallel Advisors, LLC |
5 |
| Cipher Capital LP |
5 |
| Massachusetts Financial Services Co /ma/ |
5 |
| Keybank National Association/oh |
5 |
| Markel Corp |
5 |
| Ellington Management Group Llc |
5 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
5 |
| Paloma Partners Management Co |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| Glen Harbor Capital Management LLC |
5 |
| Jain Global LLC |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| Ronald Blue Trust, Inc. |
5 |
| IHT Wealth Management, LLC |
5 |
| Northwestern Mutual Wealth Management Co |
5 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
5 |
| Dimensional Fund Advisors Lp |
5 |
| Natixis Investment Managers International |
5 |
| Quantamental Technologies LLC |
5 |
| Northern Trust Corp |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| Millennium Management Llc |
5 |
| Natixis |
5 |
| Prudential Financial Inc |
5 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
| SRS Capital Advisors, Inc. |
5 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
5 |
| Ellevest, Inc. |
5 |
| Jefferies Financial Group Inc. |
5 |
| Marshall Wace, Llp |
5 |
| Nuveen Asset Management, LLC |
5 |
| Mariner, LLC |
5 |
| Raymond James Trust N.a. |
5 |
| Cerity Partners LLC |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| PineBridge Investments, L.P. |
5 |
| A.R.T. Advisors, LLC |
5 |
| Graham Capital Management, L.P. |
5 |
| Public Sector Pension Investment Board |
5 |
| Hantz Financial Services, Inc. |
5 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
5 |
| Empowered Funds, LLC |
5 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
| Maven Securities LTD |
5 |
| Farther Finance Advisors, LLC |
5 |
| Comerica Bank |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Magnetar Financial LLC |
5 |
| Oribel Capital Management, LP |
5 |
| Veritable, L.P. |
5 |
| CIBC Private Wealth Group, LLC |
5 |
| Flinton Capital Management LLC |
5 |
| Alberta Investment Management Corp |
5 |
| Symmetry Partners, LLC |
5 |
| Farmers & Merchants Investments Inc |
5 |
| Regions Financial Corp |
5 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
5 |
| Corebridge Financial, Inc. |
5 |
| National Bank Of Canada /fi/ |
5 |
| Victory Capital Management Inc |
5 |
| Engineers Gate Manager LP |
5 |
| Franklin Resources Inc |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
5 |
| Barclays Plc |
5 |
| Pnc Financial Services Group, Inc. |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| New York State Common Retirement Fund |
5 |
| JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF |
5 |
| Amalgamated Financial Corp. |
5 |
| Goldman Sachs Group Inc |
5 |
| Federated Hermes, Inc. |
5 |
| Polianta Ltd |
5 |
| Teza Capital Management LLC |
5 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
5 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
5 |
| Pictet Asset Management Holding SA |
5 |
| First Capital Advisors Group, LLC. |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| Parkside Financial Bank & Trust |
5 |
| Walleye Capital LLC |
5 |
| Savant Capital, LLC |
5 |
| Elkfork Partners LLC |
5 |
| Mather Group, Llc. |
5 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
5 |
| MUFG Securities EMEA plc |
5 |
| Wellington Management Group Llp |
5 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
5 |
| Proequities, Inc. |
5 |
| Jpmorgan Chase & Co |
5 |
| Hartland & Co., LLC |
5 |
| Avantax Planning Partners, Inc. |
5 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
5 |
| AGF Investments LLC |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Parkworth Wealth Management, Inc. |
5 |
| Bnp Paribas Arbitrage, Sa |
5 |
| First Mercantile Trust Co |
5 |
| ORG Partners LLC |
5 |
| Numeric Investors Llc |
5 |
| Korea Investment CORP |
5 |
| Simon Quick Advisors, Llc |
5 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
5 |
| Russell Investments Group, Ltd. |
5 |
| Man Group plc |
5 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
| Clinton Group Inc |
5 |
| JustInvest LLC |
5 |
| Geode Capital Management, Llc |
5 |
| PEAK6 Investments LLC |
5 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
5 |
| American Century Companies Inc |
5 |
| State Of Michigan Retirement System |
5 |
| Whittier Trust Co |
5 |
| Mackenzie Financial Corp |
5 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Trust Co Of Vermont |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Etf Managers Group, Llc |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Caas Capital Management Lp |
5 |
| Stevens Capital Management Lp |
5 |
| Tokio Marine Asset Management Co Ltd |
5 |
| Jefferies Group LLC |
5 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
5 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
5 |
| Schroder Investment Management Group |
5 |
| Cullen/frost Bankers, Inc. |
5 |
| Canada Pension Plan Investment Board |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Rothschild Investment Llc |
5 |
| Principal Financial Group Inc |
5 |
| Disciplined Investments, LLC |
5 |
| FundVantage Trust - Verplanck Balanced Fund |
5 |
| Cibc World Markets Corp |
5 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
5 |
| Wolverine Trading, Llc |
5 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
5 |
| MAI Capital Management |
5 |
| First Quadrant L P/ca |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Td Asset Management Inc |
5 |
| Teachers Advisors, Llc |
5 |
| Advisor Group, Inc. |
5 |
| Lazard Asset Management Llc |
5 |
| Cable Hill Partners, LLC |
5 |
| Guggenheim Capital Llc |
5 |
| MUFG Americas Holdings Corp |
5 |
| Signaturefd, Llc |
5 |
| Global Retirement Partners, LLC |
5 |
| Convergence Investment Partners, LLC |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
5 |
| New York State Teachers Retirement System |
5 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
5 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
5 |
| Toronto Dominion Bank |
5 |
| Oakbrook Investments Llc |
5 |
| Duality Advisers, Lp |
5 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| Td Private Client Wealth Llc |
5 |
| United Services Automobile Association |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
| Mount Yale Investment Advisors, LLC |
5 |
| Simplex Trading, Llc |
5 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
5 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
5 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
5 |
| Cutler Group LP |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| DAVENPORT & Co LLC |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| Norges Bank |
5 |
| Us Bancorp \de\ |
5 |
| Wealthspire Advisors, L.P. |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| Forum Financial Management, LP |
5 |
| Chevy Chase Trust Holdings, Inc. |
5 |
| Quadrature Capital Ltd |
5 |
| Clear Street Markets Llc |
5 |
| Raymond James Financial Inc |
5 |
| Bank Of Nova Scotia |
5 |
| Axa S.a. |
5 |
| Atria Investments Llc |
5 |
| Hsbc Holdings Plc |
5 |
| C M Bidwell & Associates Ltd |
5 |
| Qube Research & Technologies Ltd |
5 |
| Johnson Investment Counsel Inc |
5 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| Barings Llc |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| Acadian Asset Management Llc |
5 |
| Susquehanna International Group, Llp |
5 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
5 |
| Wealthcare Capital Management Llc |
5 |
| Fox Run Management, L.l.c. |
5 |
| Assured Investment Management LLC |
5 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
5 |
| Artisan Partners Limited Partnership |
5 |
| Altshuler Shaham Ltd |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| Stifel Financial Corp |
5 |
| First Hawaiian Bank |
5 |
| Rockefeller Capital Management L.P. |
5 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
5 |
| Country Trust Bank |
5 |
| Aquatic Capital Management LLC |
5 |
| Riverhead Capital Management Llc |
5 |
| Handelsbanken Fonder AB |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| Amerivest Investment Management LLC |
5 |
| Old Mission Capital Llc |
5 |
| AHL Partners LLP |
5 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
5 |
| Corton Capital Inc. |
5 |
| DRW Securities, LLC |
5 |
| Elo Mutual Pension Insurance Co |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| Morgan Stanley |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| MQS Management LLC |
5 |
| Versant Capital Management, Inc |
5 |
| Royal London Asset Management Ltd |
5 |
| Dynamic Technology Lab Private Ltd |
5 |
| Creative Planning |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| Alpine Global Management, LLC |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
5 |
| AdvisorNet Financial, Inc |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Charles Schwab Investment Management Inc |
5 |
| Hartford Investment Management Co |
5 |
| Oppenheimer Funds Inc |
5 |
| Hm Payson & Co |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| M&t Bank Corp |
5 |
| Cromwell Holdings LLC |
5 |
| SJS Investment Consulting Inc. |
5 |
| SBI Securities Co., Ltd. |
5 |
| IBM Retirement Fund |
5 |
| Covestor Ltd |
5 |
| BRYN MAWR TRUST Co |
5 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| Sentry Investment Management Llc |
5 |
| First Personal Financial Services |
5 |
| First Republic Investment Management, Inc. |
5 |
| CoreCap Advisors, LLC |
5 |
| Confluence Wealth Services, Inc. |
5 |
| Cornerstone Capital Management Holdings Llc. |
5 |
| Kestra Investment Management, LLC |
5 |
| Gradient Investments LLC |
5 |
| Cassady Schiller Wealth Management, LLC |
5 |
| State of Wyoming |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| Westpac Banking Corp |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Baker Avenue Asset Management, LP |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| Twin Peaks Wealth Advisors, LLC |
5 |
| Employees Retirement System of Texas |
5 |
| Gulf International Bank (UK) Ltd |
5 |
| Old National Bancorp /in/ |
5 |
| Tobam |
5 |
| Allianz Asset Management GmbH |
5 |
| Arizona State Retirement System |
5 |
| Group One Trading, L.p. |
5 |
| Mml Investors Services, Llc |
5 |
| Janney Montgomery Scott LLC |
5 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
| Itau Unibanco Holding S.A. |
5 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
5 |
| Thrivent Financial For Lutherans |
5 |
| Steward Financial Group LLC |
5 |
| Venturi Wealth Management, LLC |
5 |
| Great West Life Assurance Co /can/ |
5 |
| Balentine LLC |
5 |
| Mitsubishi UFJ Trust & Banking Corp |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| Ropes Wealth Advisors Llc |
5 |
| Avestar Capital, LLC |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| Summit Trail Advisors, Llc |
5 |
| Maverick Capital Ltd |
5 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Salem Investment Counselors Inc |
5 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
5 |
| Public Employees Retirement System Of Ohio |
5 |
| Point72 Hong Kong Ltd |
5 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
| Capital Performance Advisors Llp |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| Claris Advisors, Llc / Mo / |
5 |
| Sciencast Management LP |
5 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
| ETRADE Capital Management LLC |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| Schubert & Co |
5 |
| Gotham Asset Management, LLC |
5 |
| First Horizon Corp |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| Tudor Investment Corp Et Al |
5 |
| Kentucky Retirement Systems |
5 |
| Oak Thistle LLC |
5 |
| Allstate Corp |
5 |
| Manufacturers Life Insurance Company, The |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| Lombard Odier Asset Management (Switzerland) SA |
5 |
| Two Sigma Advisers, Lp |
5 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
5 |
| Two Sigma Securities, Llc |
5 |
| Winton Capital Group Ltd |
5 |
| Schonfeld Strategic Advisors LLC |
5 |
| LPL Financial LLC |
5 |
| MetLife Investment Management, LLC |
5 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
5 |
| Perigon Wealth Management, LLC |
5 |
| Junto Capital Management LP |
5 |
| Prana Capital Management, LP |
5 |
| Jones Financial Companies Lllp |
5 |
| Sound Income Strategies, LLC |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| Panagora Asset Management Inc |
5 |
| Zweig-DiMenna Associates LLC |
5 |
| Brinker Capital Investments, LLC |
5 |
| HighTower Advisors, LLC |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| Bridgewater Associates, LP |
5 |
| Twin Tree Management, LP |
5 |
| Petrus Trust Company, LTA |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| Covington Capital Management |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| Kestra Private Wealth Services, Llc |
5 |
| Artemis Investment Management LLP |
5 |
| Sterling Capital Management LLC |
5 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
5 |
| Exencial Wealth Advisors, Llc |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| First Horizon Advisors, Inc. |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
5 |
| Wells Fargo & Company/mn |
5 |
| Berman Capital Advisors, LLC |
5 |
| Royal Bank Of Canada |
5 |
| Holocene Advisors, LP |
5 |
| Hexagon Capital Partners LLC |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
5 |
| Valley National Advisers Inc |
5 |
| Montag A & Associates Inc |
5 |
| State Of Wisconsin Investment Board |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| LS Investment Advisors, LLC |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
5 |
| Legal & General Group Plc |
5 |
| Wilbanks Smith & Thomas Asset Management Llc |
5 |
| D. E. Shaw & Co., Inc. |
5 |
| Amalgamated Bank |
5 |
| Truist Financial Corp |
5 |
| Bell Investment Advisors, Inc |
5 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
5 |
| Utah Retirement Systems |
5 |
| Jump Financial, LLC |
5 |
| Sanctuary Advisors, LLC |
5 |
| Karp Capital Management Corp |
5 |
| Prelude Capital Management, Llc |
5 |
| Synovus Financial Corp |
5 |
| Stephens Inc /ar/ |
5 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
| Stone Ridge Asset Management LLC |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| Rehmann Capital Advisory Group |
5 |
| Ergoteles LLC |
5 |
| Walleye Trading LLC |
5 |
| Element Capital Management Llc |
5 |
| Ninety One North America, Inc. |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
5 |
| Hbk Investments L P |
5 |
| Fort, L.p. |
5 |
| Picton Mahoney Asset Management |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
5 |
| Vident Investment Advisory, LLC |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| BlueMar Capital Management, LLC |
5 |
| BlackRock Investment Management, LLC |
5 |
| Bayesian Capital Management, LP |
5 |
| Machina Capital S.a.s. |
5 |
| Amica Retiree Medical Trust |
5 |
| Treasurer of the State of North Carolina |
5 |
| Tcw Group Inc |
5 |
| BlackRock, Inc. |
5 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| Integrated Investment Consultants, LLC |
5 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
5 |
| Commerce Bank |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| Bank Of America Corp /de/ |
5 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
5 |
| Larson Financial Group LLC |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| Sei Investments Co |
5 |
| Credit Agricole S A |
5 |
| Trexquant Investment LP |
5 |
| Natixis Advisors, L.p. |
5 |
| Lecap Asset Management Ltd |
5 |
| Meeder Asset Management Inc |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
5 |
| Catalyst Capital Advisors LLC |
5 |
| Dark Forest Capital Management Lp |
5 |
| Oppenheimer Asset Management Inc. |
5 |
| Rafferty Asset Management, LLC |
5 |
| Nomura Holdings Inc |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| Citizens Financial Group Inc/ri |
5 |
| Livforsakringsbolaget Skandia, Omsesidigt |
5 |
| Xponance, Inc. |
5 |
| Virtu Financial LLC |
5 |
| VCBDX - VALIC Co I - Core Bond Fund |
5 |
| Parametric Portfolio Associates Llc |
5 |
| WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
5 |
| Advisory Services Network, LLC |
5 |
| HFM Investment Advisors, LLC |
5 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
| Commonwealth Equity Services, Llc |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| Capital International Inc /ca/ |
5 |
| Aviva Plc |
5 |
| Bokf, Na |
5 |
| Cetera Investment Advisers |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| LMR Partners LLP |
5 |
| Hemington Wealth Management |
5 |
| HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
5 |
| Bessemer Group Inc |
5 |
| Crestline Management, LP |
5 |
| Greenleaf Trust |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| Kcg Holdings, Inc. |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| American International Group, Inc. |
5 |
| Brown Brothers Harriman & Co |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| Nomura Asset Management Co Ltd |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| PDT Partners, LLC |
5 |
| Boothbay Fund Management, Llc |
5 |
| I.g. Investment Management, Ltd. |
5 |
| Maryland State Retirement & Pension System |
5 |
| Zacks Investment Management |
5 |
| Gsa Capital Partners Llp |
5 |
| GAMMA Investing LLC |
5 |
| AMP Capital Investors Ltd |
5 |
| GWM Advisors LLC |
5 |
| Jfs Wealth Advisors, Llc |
5 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
5 |
| Brevan Howard Capital Management LP |
5 |
| Centiva Capital, LP |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| Continuum Advisory, LLC |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| Squarepoint Ops LLC |
5 |
| E. Ohman J:or Asset Management AB |
5 |
| XTX Topco Ltd |
5 |
| Adage Capital Partners Gp, L.l.c. |
5 |
| Gideon Capital Advisors, Inc. |
5 |
| Optiver Holding B.V. |
5 |
| Penserra Capital Management LLC |
5 |
| Echo Street Capital Management LLC |
5 |
| Capital International Sarl |
5 |
| Mirae Asset Global Investments Co., Ltd. |
5 |
| PEAK6 Investments, L.P. |
5 |
| NewEdge Wealth, LLC |
5 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
5 |
| HAP Trading, LLC |
5 |
| Meiji Yasuda Asset Management Co Ltd. |
5 |
| Amundi Pioneer Asset Management Inc |
5 |
| Captrust Financial Advisors |
5 |
| Capital International Ltd /ca/ |
5 |
| BlackRock Advisors LLC |
5 |
| Opal Wealth Advisors, LLC |
5 |
| BlackRock Japan Co. Ltd |
5 |
| NumerixS Investment Technologies Inc |
5 |
| Voya Investment Management Llc |
5 |
| Private Advisor Group, LLC |
5 |
| Seven Eight Capital, Lp |
5 |
| California Public Employees Retirement System |
5 |
| Vantage Consulting Group Inc |
5 |
| Spire Wealth Management |
5 |
| Andra AP-fonden |
5 |
| Neuberger Berman Group LLC |
5 |
| Freestone Capital Holdings, LLC |
5 |
| Great Lakes Advisors, Llc |
5 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
5 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
5 |
| Jane Street Group, Llc |
5 |
| Quadrant Capital Group Llc |
5 |
| Highland Capital Management, Llc |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| Bridgefront Capital, LLC |
5 |
| Mn Services Vermogensbeheer B.V. |
5 |
| IFP Advisors, Inc |
5 |
| BlueCrest Capital Management Ltd |
5 |
| Vontobel Holding Ltd. |
5 |
| UBS Group AG |
5 |
| D.a. Davidson & Co. |
5 |
| OMERS ADMINISTRATION Corp |
5 |
| Verition Fund Management LLC |
5 |
| APG Asset Management N.V. |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| Earnest Partners Llc |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| JNBA Financial Advisors |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| Proficio Capital Partners LLC |
5 |
| CENTRAL TRUST Co |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| DiNuzzo Private Wealth, Inc. |
5 |
| BlackRock Group LTD |
5 |
| Bank of New York Mellon Corp |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
| Moore Capital Management, Lp |
5 |
| PGIM Short Duration High Yield Opportunities Fund |
5 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
5 |
| QS Investors, LLC |
5 |
| BlackRock Fund Advisors |
5 |
| Managed Account Advisors Llc |
5 |
| Brinker Capital Inc |
5 |
| Gillson Capital LP |
4 |
| Zeke Capital Advisors, Llc |
4 |
| GV Financial Advisors |
4 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
4 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
4 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
4 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
4 |
| PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
4 |
| Prospera Financial Services Inc |
4 |
| UniSuper Management Pty Ltd |
4 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
4 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
4 |
| Gts Securities Llc |
4 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
| iA Global Asset Management Inc. |
4 |
| Kings Point Capital Management |
4 |
| Cherry Tree Wealth Management, LLC |
4 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Evercore Wealth Management, LLC |
4 |
| KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
4 |
| Advanced Series Trust - Ast High Yield Portfolio |
4 |
| Dogwood Wealth Management LLC |
4 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
4 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
4 |
| JGP Global Gestao de Recursos Ltda. |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| San Francisco Sentry Investment Group (ca) |
4 |
| Egerton Capital (UK) LLP |
4 |
| Sun Life Financial Inc |
4 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Technology Portfolio Class I |
4 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
4 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
| Abn Amro Investment Solutions |
4 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
4 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| Gemmer Asset Management LLC |
4 |
| Everence Capital Management Inc |
4 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
4 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| Columbus Circle Investors |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
| Standard Life Investments LTD |
4 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
4 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| Financial Architects, Inc |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
4 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
4 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
4 |
| Carlson Capital L P |
4 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
4 |
| Airain ltd |
4 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
4 |
| Cranbrook Wealth Management, LLC |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| Evelyn Partners Investment Management LLP |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
4 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
4 |
| PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
4 |
| Freestone Grove Partners LP |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
4 |
| Marshall & Sterling Wealth Advisors Inc. |
4 |
| EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| Sit Investment Associates Inc |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| Strategy Asset Managers Llc |
4 |
| Nebula Research & Development LLC |
4 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
4 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
4 |
| MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
4 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
4 |
| K.J. Harrison & Partners Inc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| Vinva Investment Management Ltd |
4 |
| KAMES CAPITAL plc |
4 |
| Tucker Asset Management Llc |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
4 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
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 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| Bayforest Capital Ltd |
4 |
| Timber Hill LLC |
4 |
| Cary Street Partners Financial Llc |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
4 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
4 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
4 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
4 |
| FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| V-Square Quantitative Management LLC |
4 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
4 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
4 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
4 |
| North Star Investment Management Corp. |
4 |
| Eisler Capital Management Ltd. |
4 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
4 |
| FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
4 |
| Hound Partners, LLC |
4 |
| Financial Management Professionals, Inc. |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
| Friedenthal Financial |
4 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
4 |
| Callan Family Office, LLC |
4 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
4 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
4 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
| Peak6 Llc |
4 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
4 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
4 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| Point72 Middle East FZE |
4 |
| Jensen Investment Management Inc |
4 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
4 |
| GHP Investment Advisors, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class |
4 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
4 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
4 |
| Mill Creek Capital Advisors, LLC |
4 |
| Pinnacle Summer Investments, Inc. |
4 |
| Meeder Advisory Services, Inc. |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Independent Franchise Partners LLP |
4 |
| Lord, Abbett & Co. Llc |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
4 |
| Commonwealth Equity Services, Inc |
4 |
| TD Securities (USA) LLC |
4 |
| Farringdon Capital, Ltd. |
4 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
4 |
| West Tower Group, LLC |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Canada Post Corp Registered Pension Plan |
4 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
4 |
| Greenland Capital Management LP |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| Inceptionr Llc |
4 |
| Alta Advisers Ltd |
4 |
| Louisiana State Employees Retirement System |
4 |
| Thompson Davis & Co., Inc. |
4 |
| Axq Capital, Lp |
4 |
| Bleakley Financial Group, LLC |
4 |
| Nikko Asset Management Americas, Inc. |
4 |
| RFP Financial Group LLC |
4 |
| Ikos Cif Ltd |
4 |
| Stephens Consulting, LLC |
4 |
| Fiduciary Alliance LLC |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| Tortoise Investment Management, LLC |
4 |
| ASB Consultores, LLC |
4 |
| WealthTrak Capital Management LLC |
4 |
| STRV - EA Series Trust - Strive 500 ETF |
4 |
| Yorktown Management & Research Co Inc |
4 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
| CIBC World Markets Inc. |
4 |
| Brewin Dolphin Ltd |
4 |
| Credential Qtrade Securities Inc. |
4 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
4 |
| Delta Lloyd Nv |
4 |
| VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
4 |
| Bb&t Securities, Llc |
4 |
| PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
4 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
4 |
| Intech Investment Management Llc |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Css Llc/il |
4 |
| Bridgeway Capital Management Inc |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| RBF Capital, LLC |
4 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
4 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
4 |
| Mason Street Advisors, Llc |
4 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
4 |
| Hilltop Holdings Inc. |
4 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
| Laffer Investments |
4 |
| Generali Asset Management SPA SGR |
4 |
| Coyle Financial Counsel LLC |
4 |
| Pathstone Family Office, Llc |
4 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
4 |
| Findlay Park Partners LLP |
4 |
| Clark Capital Management Group, Inc. |
4 |
| Integre Asset Management, LLC |
4 |
| ProShare Advisors LLC |
4 |
| Mycio Wealth Partners, Llc |
4 |
| Royce & Associates Lp |
4 |
| UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
4 |
| Vise Technologies, Inc. |
4 |
| Saudi Central Bank |
4 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
| Hughes Financial Services, LLC |
4 |
| Concentric Capital Strategies, LP |
4 |
| Meritage Group LP |
4 |
| Bank Of Hawaii |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Oppenheimer & Co Inc |
4 |
| Rockefeller Financial Services Inc |
4 |
| Tcwp Llc |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| NEXT Financial Group, Inc |
4 |
| Newfound Research LLC |
4 |
| Guardian Life Insurance Co Of America |
4 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
4 |
| Jupiter Asset Management Ltd |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| Intersect Capital LLC |
4 |
| Rialto Wealth Management, LLC |
4 |
| Hanseatic Management Services Inc |
4 |
| Highstreet Asset Management Inc. |
4 |
| Spot Trading L.L.C |
4 |
| Burgundy Asset Management Ltd. |
4 |
| Vaughan Nelson Investment Management, L.p. |
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 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| Retirement Systems of Alabama |
4 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
4 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
| Shinko Asset Management Co., Ltd. |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Ascent Group, LLC |
4 |
| Quent Capital, LLC |
4 |
| American National Bank |
4 |
| Simplicity Wealth,LLC |
4 |
| MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF |
4 |
| Sigma Planning Corp |
4 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
4 |
| DnB Asset Management AS |
4 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
4 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
4 |
| M&g Investment Management Ltd |
4 |
| Tompkins Financial Corp |
4 |
| GW&K Investment Management, LLC |
4 |
| Raleigh Capital Management Inc. |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| Three Peaks Capital Management, LLC |
4 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
4 |
| Capstone Asset Management Co |
4 |
| Webster Bank, N. A. |
4 |
| HB Wealth Management, LLC |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Elequin Capital Lp |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Mbb Public Markets I Llc |
4 |
| Snowden Capital Advisors LLC |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| Baystate Wealth Management LLC |
4 |
| Sierra Ocean, Llc |
4 |
| CenterBook Partners LP |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| Kentucky Retirement Systems Insurance Trust Fund |
4 |
| Washington Trust Advisors, Inc. |
4 |
| Metis Global Partners, LLC |
4 |
| Hollencrest Capital Management |
4 |
| Pensionfund DSM Netherlands |
4 |
| Colony Group Llc |
4 |
| Agf Investments Inc. |
4 |
| GraniteShares Advisors LLC |
4 |
| Modera Wealth Management, LLC |
4 |
| Ameritas Advisory Services, LLC |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| Sawtooth Solutions, LLC |
4 |
| Union Bancaire Privee, UBP SA |
4 |
| Invesco Dynamic Credit Opportunity Fund |
4 |
| Janney Capital Management LLC |
4 |
| Yousif Capital Management, Llc |
4 |
| Select Equity Group, L.P. |
4 |
| Desjardins Global Asset Management Inc. |
4 |
| Avanza Fonder AB |
4 |
| Altfest L J & Co Inc |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| Logan Capital Management Inc |
4 |
| Homrich & Berg |
4 |
| Guggenheim Active Allocation Fund |
4 |
| BBT Capital Management, LLC |
4 |
| CTC Alternative Strategies, Ltd. |
4 |
| JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
4 |
| CAPROCK Group, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| Price Capital Management, Inc. |
4 |
| Tredje AP-fonden |
4 |
| FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
4 |
| Norinchukin Bank, The |
4 |
| Global Endowment Management, LP |
4 |
| Castleark Management Llc |
4 |
| Ativo Capital Management LLC |
4 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
4 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
4 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
4 |
| SOUTH STATE Corp |
4 |
| Sonora Investment Management, LLC |
4 |
| Sandler Capital Management |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
4 |
| Capital Group Private Client Services, Inc. |
4 |
| FourThought Financial, LLC |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Destination Wealth Management |
4 |
| Ninety One UK Ltd |
4 |
| Chicago Partners Investment Group LLC |
4 |
| Threadgill Financial, Llc |
4 |
| Pine River Capital Management L.P. |
4 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
4 |
| Russell Frank Co/ |
4 |
| Activest Wealth Management |
4 |
| Belvedere Trading LLC |
4 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
4 |
| Mackay Shields Llc |
4 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
4 |
| Ledyard National Bank |
4 |
| QUANTRES ASSET MANAGEMENT Ltd |
4 |
| National Pension Service |
4 |
| Atlanta Capital Management Co L L C |
4 |
| Accurate Wealth Management, LLC |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Delos Wealth Advisors, LLC |
4 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
| Eagle Bay Advisors LLC |
4 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| James Investment Research Inc |
4 |
| Usca Ria Llc |
4 |
| Capital Guardian Trust Co |
4 |
| Heritage Wealth Management, Llc |
4 |
| Siemens Fonds Invest GmbH |
4 |
| Umb Bank N A/mo |
4 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
| FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF |
4 |
| Oakworth Capital, Inc. |
4 |
| Kb Financial Partners, Llc |
4 |
| BlackRock Private Investments Fund |
4 |
| XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF |
4 |
| Geneos Wealth Management Inc. |
4 |
| Money Concepts Capital Corp |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| Pallas Capital Advisors LLC |
4 |
| Harbour Investments, Inc. |
4 |
| Archon Partners LLC |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
4 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
4 |
| Richard Bernstein Advisors LLC |
4 |
| WASHINGTON TRUST Co |
4 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
4 |
| PartnerRe Asset Management CORP |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| Wbi Investments, Inc. |
4 |
| USS Investment Management Ltd |
4 |
| Private Trust Co Na |
4 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
4 |
| Ajo, Lp |
4 |
| Levin Capital Strategies, L.p. |
4 |
| Childress Capital Advisors, Llc |
4 |
| B. Metzler seel. Sohn & Co. Holding AG |
4 |
| NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
4 |
| Baldwin Brothers Inc/ma |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| 1832 Asset Management L.P. |
4 |
| Foresters Investment Management Company, Inc. |
4 |
| Erste Asset Management GmbH |
4 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| Cetera Advisor Networks LLC |
4 |
| TRUE Private Wealth Advisors |
4 |
| Standard Family Office LLC |
4 |
| Investment Management Corp of Ontario |
4 |
| Boston Trust Walden Corp |
4 |
| M&r Capital Management Inc |
4 |
| Concord Wealth Partners |
4 |
| Pitcairn Co |
4 |
| Asset Dedication, LLC |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| Altus Wealth Group LLC |
4 |
| Exane Asset Management |
4 |
| SpiderRock Trading LLC |
4 |
| Veriti Management LLC |
4 |
| Sirios Capital Management L P |
4 |
| Ubs Ag |
4 |
| Washington Trust Bank |
4 |
| Golden State Equity Partners |
4 |
| Forsta Ap-fonden |
4 |
| Leverage Partners Absolute Return Fund SPC |
4 |
| Ground Swell Capital, LLC |
4 |
| Ancora Advisors, LLC |
4 |
| National Planning Corp |
4 |
| Aaron Wealth Advisors LLC |
4 |
| Baker Tilly Financial, Llc |
4 |
| NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
4 |
| Hancock Whitney Corp |
4 |
| Bellwether Advisors, LLC |
4 |
| Crawford Investment Counsel Inc |
4 |
| GoalVest Advisory LLC |
4 |
| Wolff Wiese Magana Llc |
4 |
| Sage Mountain Advisors LLC |
4 |
| Spark Investment Management LLC |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Capital Asset Advisory Services LLC |
4 |
| SummitTX Capital, L.P. |
4 |
| Principia Wealth Advisory, LLC |
4 |
| Private Wealth Asset Management, LLC |
4 |
| Invictus RG |
4 |
| Wealthsource Partners, Llc |
4 |
| Dynamic Capital Management Ltd |
4 |
| TimesSquare Capital Management, LLC |
4 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
4 |
| Palestra Capital Management LLC |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Cordant, Inc. |
4 |
| Ten Capital Wealth Advisors, LLC |
4 |
| Zions Bancorporation |
4 |
| Scotia Capital Inc. |
4 |
| Kestra Advisory Services, LLC |
4 |
| TFC Financial Management |
4 |
| Virtus ETF Advisers LLC |
4 |
| Signet Financial Management, Llc |
4 |
| Tlp Group Llc |
4 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
4 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
4 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
4 |
| Agf Management Ltd |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| Quinn Opportunity Partners LLC |
4 |
| Edgestream Partners, L.P. |
4 |
| CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
4 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
| Kovitz Investment Group Partners, LLC |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| Fred Alger Management, Llc |
4 |
| CSat Investment Advisory, L.P. |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| Menta Capital Llc |
4 |
| JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) |
4 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
4 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
4 |
| Park Avenue Institutional Advisers LLC |
4 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
4 |
| Baird Financial Group, Inc. |
4 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
| Hanson & Doremus Investment Management |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| Euclid Advisors LLC |
4 |
| JS Capital Management LLC |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| New Mexico Educational Retirement Board |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| Lincoln National Corp |
4 |
| Dubuque Bank & Trust Co |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| People's United Financial, Inc. |
4 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
4 |
| Aviso Financial Inc. |
4 |
| NatWest Group plc |
4 |
| International Assets Investment Management, Llc |
4 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
4 |
| Deere & Co |
4 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
| Capital Directions Investment Advisors, LLC |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| EverPoint Asset Management, LLC |
4 |
| Tiverton Asset Management Llc |
4 |
| United Capital Financial Advisers, Llc |
4 |
| State of Tennessee, Treasury Department |
4 |
| WPG Advisers, LLC |
4 |
| Cantab Capital Partners LLP |
4 |
| Boston Private Wealth Llc |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| NS Partners Ltd |
4 |
| Prudential Plc |
4 |
| Wall Street Associates |
4 |
| VTL Associates, LLC |
4 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
4 |
| SAC Capital Advisors LP |
4 |
| Roundview Capital LLC |
4 |
| Index Management Solutions, LLC |
4 |
| Railway Pension Investments Ltd |
4 |
| Morningstar Investment Services LLC |
4 |
| Guardian Investor Services Llc |
4 |
| Placemark Investments, Inc. |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Ashton Thomas Securities, Llc |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
4 |
| Sei Trust Co |
4 |
| Rakuten Investment Management, Inc. |
4 |
| NuWave Investment Management, LLC |
4 |
| Man Investments Ltd |
4 |
| Jackson, Grant Investment Advisers, Inc. |
4 |
| Coronation Fund Managers Ltd. |
4 |
| Securian Asset Management, Inc |
4 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
4 |
| Wilmington Trust Co |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Bridgewater Advisors Inc. |
4 |
| Wilmington Trust, National Association |
4 |
| BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Advisors Asset Management, Inc. |
4 |
| WR Wealth Planners, LLC |
4 |
| J. Safra Sarasin Holding AG |
4 |
| Corient Capital Partners, LLC |
4 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Global X Japan Co., Ltd. |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| Harbor Advisors LLC |
4 |
| Kohmann Bosshard Financial Services, LLC |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| LMR Master Fund Ltd |
4 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
| S-Bank Fund Management Ltd |
4 |
| GlobalBridge, Inc. |
4 |
| Versor Investments LP |
4 |
| Winton Capital Management Ltd |
4 |
| FNY Partners Fund LP |
4 |
| F&C Asset Management plc |
4 |
| McAdam, LLC |
4 |
| Glenview Trust Co |
4 |
| Calamos Long/Short Equity & Dynamic Income Trust |
4 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| Empirical Finance, LLC |
4 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
4 |
| Empire Life Investments Inc. |
4 |
| Point72 Europe (London) LLP |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| AE Wealth Management LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
4 |
| William Blair Investment Management, Llc |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Samlyn Capital, Llc |
4 |
| Summit Global Investments |
4 |
| Cinctive Capital Management LP |
4 |
| Candlestick Capital Management LP |
4 |
| RidgeWorth Capital Management LLC |
4 |
| IFM Investors Pty Ltd |
4 |
| Ritholtz Wealth Management |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| Sowell Financial Services LLC |
4 |
| Caxton Associates Lp |
4 |
| Doyle Wealth Management |
4 |
| SpiderRock Advisors, LLC |
4 |
| Westside Investment Management, Inc. |
4 |
| Column Capital Advisors, LLC |
4 |
| Ameritas Investment Partners, Inc. |
4 |
| Achmea Investment Management B.V. |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Lido Advisors, LLC |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| Bfsg, Llc |
4 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
4 |
| BDO Wealth Advisors, LLC |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| Tiaa, Fsb |
4 |
| Summit X, LLC |
4 |
| Banque Cantonale Vaudoise |
4 |
| Ferris Capital, Llc |
4 |
| Resources Investment Advisors, LLC. |
4 |
| Sculptor Capital LP |
4 |
| LRI Investments, LLC |
4 |
| Quaker Wealth Management, LLC |
4 |
| Crossmark Global Holdings, Inc. |
4 |
| Csenge Advisory Group |
4 |
| Swedbank AB |
4 |
| Lloyds Banking Group plc |
4 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. |
4 |
| Standard Life Aberdeen plc |
4 |
| Ieq Capital, Llc |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
4 |
| Caldwell Trust Co |
4 |
| Arlington Partners LLC |
4 |
| Price Wealth Management, Inc. |
4 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
4 |
| Invesco High Income Trust Ii |
4 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Invesco Dynamic Credit Opportunities Fund |
4 |
| Carmignac Gestion |
4 |
| Herndon Capital Management Llc |
4 |
| Central Pacific Bank - Trust Division |
4 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
4 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
4 |
| Azzad Asset Management Inc /adv |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
4 |
| Nuveen Floating Rate Income Fund |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| Palmer Square Opportunistic Income Fund |
4 |
| Kapitalo Investimentos Ltda |
4 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
4 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| BOK Financial Private Wealth, Inc. |
4 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
4 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
| ASR Vermogensbeheer N.V. |
4 |
| AMG National Trust Bank |
4 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
4 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
4 |
| Johnson Financial Group, Inc. |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| Bradley Foster & Sargent Inc/ct |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
4 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
| Paradigm Asset Management Co Llc |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
| Evermay Wealth Management Llc |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
4 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
4 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
4 |
| Gabelli Funds Llc |
4 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
4 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
4 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
4 |
| TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
4 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
| Smithfield Trust Co |
4 |
| TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
4 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
4 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
4 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
4 |
| Advisory Research Inc |
4 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
4 |
| VBCVX - VALIC Co I - Systematic Value Fund |
4 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
4 |
| John Hancock Hedged Equity & Income Fund |
4 |
| VCULX - VALIC Co I - Growth Fund |
4 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
4 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
4 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
4 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
4 |
| Entropy Technologies, LP |
4 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
4 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
4 |
| Western Asset Income Fund |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
4 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
4 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
4 |
| Motco |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Hillsdale Investment Management Inc. |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| Colony Group, LLC |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
4 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
| Tsfg, Llc |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
| MetLife Securities, Inc |
4 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
4 |
| Tfo-tdc, Llc |
4 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| King Luther Capital Management Corp |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
| Brookfield Asset Management Inc. |
4 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
| Degroof Petercam Asset Management |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio |
4 |
| Bollard Group LLC |
4 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
4 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| Princeton Alpha Management LP |
4 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
4 |
| Parkwood LLC |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
4 |
| Scientech Research LLC |
4 |
| Financial Network Wealth Advisors LLC |
4 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| MTCAX - MFS SERIES TRUST I - MFS Technology Fund A |
4 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
4 |
| Savior LLC |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| Plato Investment Management Ltd |
4 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
4 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
4 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
4 |
| Harbor Investment Advisory, Llc |
4 |
| Smith Asset Management Group Lp |
4 |
| First Citizens Bank & Trust Co |
4 |
| Alps Advisors Inc |
4 |
| Calamos Strategic Total Return Fund |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| Janus Capital Management Llc |
4 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
4 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
4 |
| Cadence Capital Management Llc |
4 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
| Everpar Advisors Llc |
4 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| Capital Research Global Investors |
4 |
| QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
4 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
4 |
| Manning & Napier Group, LLC |
4 |
| Unique Wealth Strategies, LLC |
4 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
4 |
| CenterStar Asset Management, LLC |
4 |
| Segantii Capital Management Ltd |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| Trustcore Financial Services, Llc |
4 |
| Crewe Advisors LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| Checchi Capital Advisers, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
4 |
| Rakuten Securities, Inc. |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Bamco Inc /ny/ |
4 |
| Financial Gravity Companies, Inc. |
4 |
| Icon Wealth Partners, LLC |
4 |
| Breakline Capital Llc |
4 |
| Turtle Creek Wealth Advisors, LLC |
4 |
| Fiduciary Trust Co |
4 |
| Manning & Napier Advisors Llc |
4 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
4 |
| Truewealth Llc |
4 |
| Merit Financial Group, LLC |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
4 |
| MANA Advisors LLC |
4 |
| Iberiabank Corp |
4 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
4 |
| Thames Capital Management Llc |
4 |
| Athanor Capital, Lp |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
| Pinnacle Financial Partners Inc |
4 |
| Banco de Sabadell, S.A |
4 |
| We Are One Seven, LLC |
4 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
4 |
| D.B. Root & Company, LLC |
4 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
4 |
| Private Capital Group, LLC |
4 |
| Centerpoint Advisors, LLC |
4 |
| Creative Financial Designs Inc /adv |
4 |
| Nvwm, Llc |
4 |
| Varma Mutual Pension Insurance Co |
4 |
| Algert Global Llc |
4 |
| Atlas Capital Advisors Llc |
4 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
4 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
4 |
| FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| Fortitude Family Office, LLC |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| Castleview Partners, Llc |
4 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| Integrated Wealth Concepts LLC |
4 |
| Anchor Investment Management, LLC |
4 |
| Winnow Wealth Llc |
4 |
| Driehaus Capital Management Llc |
4 |
| Sofos Investments, Inc. |
4 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
4 |
| Redpoint Investment Management Pty Ltd |
4 |
| Lee Capital Holdings LLC |
4 |
| Avitas Wealth Management LLC |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| West Paces Advisors Inc. |
4 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
4 |
| Taikang Asset Management (Hong Kong) Co Ltd |
4 |
| Wealthfront Inc |
4 |
| AIA Group Ltd |
4 |
| Knollwood Investment Advisory, LLC |
4 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
4 |
| Vident Advisory, LLC |
4 |
| Westwood Holdings Group Inc |
4 |
| Evolution Wealth Advisors, LLC |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
4 |
| Allred Capital Management, LLC |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
4 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
4 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
4 |
| Qrg Capital Management, Inc. |
4 |
| Viking Global Investors Lp |
4 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| Meiji Yasuda Life Insurance Co |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Robertson Stephens Wealth Management, LLC |
4 |
| FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund |
4 |
| Sepio Capital, LP |
4 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
| Ameritas Investment Corp |
4 |
| Avantax Advisory Services, Inc. |
4 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| Asahi Life Asset Management Co., Ltd. |
4 |
| PRW Wealth Management LLC |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
4 |
| Weld Capital Management Llc |
4 |
| Seeyond |
4 |
| Ostrum Asset Management |
4 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
| Epoch Investment Partners, Inc. |
4 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
4 |
| Wealthspire Advisors, LLC |
4 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
| Nbc Securities, Inc. |
4 |
| Wealthfront Advisers Llc |
4 |
| Claro Advisors LLC |
4 |
| HBK Sorce Advisory LLC |
4 |
| Private Advisors, LLC |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| Qtron Investments LLC |
4 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
4 |
| Manchester Financial Inc |
4 |
| Cape Investment Advisory, Inc. |
4 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
4 |
| Liberty Wealth Management Llc |
4 |
| Kore Private Wealth LLC |
4 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
4 |
| Lansforsakringar Fondforvaltning AB (publ) |
4 |
| Prestige Wealth Management Group LLC |
4 |
| IMC-Chicago, LLC |
4 |
| Prescott Group Capital Management, L.l.c. |
4 |
| FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A |
4 |
| Shelton Capital Management |
4 |
| EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
4 |
| Golden State Wealth Management, LLC |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| WealthStone, Inc. |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| Benjamin Edwards Inc |
4 |
| Profund Advisors Llc |
4 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
4 |
| GeoWealth Management, LLC |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
4 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
4 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
4 |
| Avion Wealth |
4 |
| Texas Permanent School Fund |
4 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
| Evoke Wealth, Llc |
4 |
| Williams Jones Wealth Management, LLC. |
4 |
| UMA Financial Services, Inc. |
4 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
4 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
4 |
| PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
4 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
4 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
4 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
4 |
| Global X Management CO LLC |
4 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
4 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
3 |
| York Capital Management Global Advisors, LLC |
3 |
| Farallon Capital Management Llc |
3 |
| Howard Capital Management Inc. |
3 |
| Meridian Wealth Management, LLC |
3 |
| NorthCoast Asset Management LLC |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| Calamos Advisors LLC |
3 |
| Atala Financial Inc |
3 |
| Engrave Wealth Partners LLC |
3 |
| CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
3 |
| HighVista Strategies LLC |
3 |
| Filbrandt Wealth Management, LLC |
3 |
| FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
3 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
| Institutional Investment Strategy Fund |
3 |
| Hutchin Hill Capital, LP |
3 |
| Weiss Strategic Interval Fund |
3 |
| DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard |
3 |
| TradeLink Global Equity LLC |
3 |
| Redwood Investments, LLC |
3 |
| Brighton Jones Llc |
3 |
| Rail-Splitter Capital Management, LLC |
3 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| Avalon Advisors, Llc |
3 |
| Lee Financial Co |
3 |
| Independent Advisor Alliance |
3 |
| Banco Santander, S.A. |
3 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
| Profunds - Profund Vp Bull |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| QCM Cayman, Ltd. |
3 |
| FSA Wealth Management LLC |
3 |
| Nicola Wealth Management Ltd. |
3 |
| Security National Trust Co |
3 |
| Cynosure Advisors, Llc |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
3 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
3 |
| Level Four Advisory Services, Llc |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Tyers Asset Management LLC |
3 |
| Neuburgh Advisers LLC |
3 |
| Visionary Asset Management, Inc. |
3 |
| Mizuho Securities Usa Llc |
3 |
| TD Capital Management LLC |
3 |
| WealthTrust-Arizona, LLC |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| Axxcess Wealth Management, Llc |
3 |
| ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
3 |
| Cider Mill Investments LP |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| Bishop Rock Capital, L.P. |
3 |
| R&F Capital Advisors LP |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| Kanaly Trust Co |
3 |
| Maseco Llp |
3 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
3 |
| CX Institutional |
3 |
| FNY Investment Advisers, LLC |
3 |
| Unigestion Holding SA |
3 |
| Arkadios Wealth Advisors |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| Glenmede Investment Management, LP |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| Advantage Investment Management, Llc |
3 |
| River Road Asset Management, LLC |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
| Center for Financial Planning, Inc. |
3 |
| Chilton Investment Co Llc |
3 |
| Almanack Investment Partners, LLC. |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
3 |
| NewSquare Capital LLC |
3 |
| Millstone Evans Group, LLC |
3 |
| Bellevue Asset Management, Llc |
3 |
| Wsfs Capital Management, Llc |
3 |
| Omnia Family Wealth, LLC |
3 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| Ridgewood Investments LLC |
3 |
| Vigilant Capital Management, LLC |
3 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Heritage Trust Co |
3 |
| N.E.W. Advisory Services LLC |
3 |
| Israel Discount Bank of New York |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
| Aprio Wealth Management, LLC |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| Davis Selected Advisers |
3 |
| Czech National Bank |
3 |
| Twin Capital Management Inc |
3 |
| Bridges Investment Management Inc |
3 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
3 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
| Howland Capital Management Llc |
3 |
| Principal Street Partners, LLC |
3 |
| Pflug Koory, LLC |
3 |
| Osborne Partners Capital Management, Llc |
3 |
| Rockland Trust Co |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| Gilbert & Cook, Inc. |
3 |
| Americana Partners, LLC |
3 |
| Durable Capital Partners LP |
3 |
| Schechter Investment Advisors, LLC |
3 |
| Blue Zone Wealth Advisors, LLC |
3 |
| Okabena Investment Services Inc |
3 |
| Madison Asset Management, LLC |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| Spot Trading L.l.c. |
3 |
| CenterStar Fund, LLC |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Advisor Partners Ii, Llc |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| Marks Group Wealth Management, Inc |
3 |
| Soros Fund Management Llc |
3 |
| Ohio National Investments, Inc. |
3 |
| Key FInancial Inc |
3 |
| Thor Advisors, Llc |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| D'Orazio & Associates, Inc. |
3 |
| Bb&t Investment Services, Inc. |
3 |
| AMF Pensionsforsakring AB |
3 |
| Truvestments Capital Llc |
3 |
| VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Bogart Wealth, LLC |
3 |
| Toews Corp /adv |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| NEOS Investment Management LLC |
3 |
| Wellington Shields & Co., LLC |
3 |
| NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A |
3 |
| Legacy Advisors, LLC |
3 |
| Integrated Advisors Network LLC |
3 |
| Cypress Capital Group |
3 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
| Steel Peak Wealth Management LLC |
3 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
3 |
| JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
3 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
| MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C |
3 |
| Parnassus Investments /ca |
3 |
| HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
3 |
| Venture Visionary Partners LLC |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
3 |
| General Partner, Inc. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Atticus Wealth Management, Llc |
3 |
| Verdence Capital Advisors LLC |
3 |
| Rothschild Investment Corp /il |
3 |
| JDM Financial Group LLC |
3 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
3 |
| St Germain D J Co Inc |
3 |
| SG3 Management, LLC |
3 |
| Trifecta Capital Advisors, LLC |
3 |
| USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
3 |
| Regal Investment Advisors LLC |
3 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
| Optimize Financial Inc |
3 |
| Marquette Asset Management, LLC |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| IMA Wealth, Inc. |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| Team Hewins, LLC |
3 |
| Sagespring Wealth Partners, Llc |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Mpwm Advisory Solutions, Llc |
3 |
| Dodge & Cox |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| Impax Asset Management Group plc |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| Capital Investment Advisors, LLC |
3 |
| Allstate Investment Management Co |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| Park Place Capital Corp |
3 |
| Lsv Asset Management |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| Advisor Partners Llc |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| Athena Capital Advisors Llc |
3 |
| ClariVest Asset Management LLC |
3 |
| WestEnd Advisors, LLC |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| Wakefield Asset Management LLLP |
3 |
| Mediolanum International Funds Ltd |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| LGT Financial Advisors LLC |
3 |
| Longview Partners (Guernsey) LTD |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
| Kula Investments, LLC |
3 |
| Rossby Financial, LCC |
3 |
| Diversify Advisory Services, LLC |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| Ballentine Partners, LLC |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
3 |
| Red Door Wealth Management, LLC |
3 |
| Rathbone Brothers plc |
3 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| Adirondack Trust Co |
3 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
3 |
| IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
3 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| Fairway Wealth LLC |
3 |
| IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
3 |
| Voya Senior Income Fund |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| Essex Financial Services, Inc. |
3 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
3 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| Fortis Capital Advisors, LLC |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| Legacy Bridge, LLC |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
3 |
| Tiaa Cref Trust Co Fsb/mo |
3 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
3 |
| Nuveen Senior Income Fund |
3 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
3 |
| Nuveen Floating Rate Income Opportunity Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class |
3 |
| United Community Bank |
3 |
| Nuveen Short Duration Credit Opportunities Fund |
3 |
| Sound View Wealth Advisors Group, LLC |
3 |
| Patton Fund Management, Inc. |
3 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
| Spinnaker Trust |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
3 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
3 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
3 |
| IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund |
3 |
| Wetherby Asset Management Inc |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| Douglass Winthrop Advisors, LLC |
3 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
| Atomi Financial Group, Inc. |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| Raiffeisen Bank International AG |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
3 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
| Estabrook Capital Management |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| Leap Investments Lp |
3 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| Compass Wealth Management LLC |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| Ruedi Wealth Management, Inc. |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
3 |
| PENN SERIES FUNDS INC - Large Growth Stock Fund |
3 |
| Gabelli Equity Trust Inc |
3 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| PENN SERIES FUNDS INC - Large Cap Growth Fund |
3 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
| PENN SERIES FUNDS INC - Large Core Growth Fund |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
3 |
| Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| Fiduciary Group LLC |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
3 |
| Tradewinds Capital Management, LLC |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
3 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
3 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
| GFS Advisors, LLC |
3 |
| Blackstone / Gso Strategic Credit Fund |
3 |
| Fairman Group, LLC |
3 |
| HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
| JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Blackstone / Gso Long-short Credit Income Fund |
3 |
| Blackstone / Gso Senior Floating Rate Term Fund |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| Securian Funds Trust - SFT Ivy Growth Fund |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| EWG Elevate Inc. |
3 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
3 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
| Geo Capital Gestora de Recursos Ltd |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
3 |
| Nuveen Diversified Dividend & Income Fund |
3 |
| Cookson Peirce & Co Inc |
3 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| Jump Trading, Llc |
3 |
| Pineridge Advisors LLC |
3 |
| Cohen & Steers, Inc. |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| Osterweis Capital Management Inc |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
3 |
| PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| EULAV Asset Management |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
3 |
| MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I |
3 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
3 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
3 |
| MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| Old North State Trust, LLC |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
3 |
| Summit Financial, LLC |
3 |
| Groupama Asset Managment |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
3 |
| PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
| Lone Pine Capital Llc |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| Wedge Capital Management L L P/nc |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class |
3 |
| Boston Family Office Llc |
3 |
| Mizuho Securities Usa Llc |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| Sanibel Captiva Trust Company, Inc. |
3 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
3 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
3 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
3 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
3 |
| Nelson Capital Management, LLC |
3 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
3 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
3 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| PACIFIC SELECT FUND - Growth Portfolio Class I |
3 |
| Heritage Wealth Advisors |
3 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
3 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
3 |
| PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. |
3 |
| VCTPX - VALIC Co I - Inflation Protected Fund |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
3 |
| VLCGX - VALIC Co I - Large Capital Growth Fund |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| VCSTX - VALIC Co I - Science & Technology Fund |
3 |
| Arabesque Asset Management Ltd |
3 |
| Northwest Investment Counselors, Llc |
3 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
| Tema ETF Trust - Tema Monopolies and Oligopolies ETF |
3 |
| Long Island Wealth Management, Inc. |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
| FNY Managed Accounts LLC |
3 |
| Veritas Asset Management LLP |
3 |
| Rothschild & Co Wealth Management UK Ltd |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
3 |
| GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
3 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
3 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
3 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
3 |
| Vulcan Value Partners, LLC |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
3 |
| BLI - Banque de Luxembourg Investments |
3 |
| FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF |
3 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
3 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 |
3 |
| Central Bank & Trust Co |
3 |
| Mufg Securities Americas Inc. |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| Apollon Wealth Management, LLC |
3 |
| Dearborn Partners Llc |
3 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
3 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
| Aspect Partners, LLC |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| MASTERINVEST Kapitalanlage GmbH |
3 |
| FJ Investments, LLC |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| 9258 Wealth Management, LLC |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2029 |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| Planning Capital Management Corp |
3 |
| Nemes Rush Group LLC |
3 |
| Atwood & Palmer Inc |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
3 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Little House Capital Llc |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 |
3 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
3 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| Kinneret Advisory, LLC |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| Magnus Financial Group LLC |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
3 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
3 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
3 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
3 |
| TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
3 |
| TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I |
3 |
| NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| Busey Wealth Management |
3 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
| Guyasuta Investment Advisors Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Horizon Investments, LLC |
3 |
| Cca Investments Trust |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| Neo Ivy Capital Management |
3 |
| WMS Partners, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I |
3 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
3 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R |
3 |
| Alera Investment Advisors, LLC |
3 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
3 |
| QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| Intact Investment Management Inc. |
3 |
| IATAX - IVY FUNDS - Ivy Accumulative Fund Class A |
3 |
| Norden Group Llc |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
3 |
| MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
3 |
| MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
3 |
| MML SERIES INVESTMENT FUND - MML Global Fund Class I |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
3 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
3 |
| Westport Resources Management Inc |
3 |
| EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| Copeland Capital Management, LLC |
3 |
| WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| Personal Cfo Solutions, Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
3 |
| TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
3 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II |
3 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| Canoe Financial LP |
3 |
| Advisory Alpha, LLC |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
3 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
3 |
| Reilly Financial Advisors, Llc |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| Burt Wealth Advisors |
3 |
| Dagco, Inc. |
3 |
| Fortem Financial Group, Llc |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| Saturna Capital CORP |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II |
3 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
| Ardevora Asset Management LLP |
3 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
| Ironwood Investment Counsel, LLC |
3 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
3 |
| Chartwell Investment Partners, Llc |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
3 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
3 |
| Dunhill Financial, LLC |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| Mfs Special Value Trust |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
3 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| First Trust Investment Solutions L.P. |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| RMB Capital Management, LLC |
3 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
3 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
3 |
| Avalon Trust Co |
3 |
| Stance Capital Llc |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| Avanda Investment Management Pte. Ltd. |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
3 |
| Highfields Capital Management Lp |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A |
3 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| Ofi Invest Asset Management |
3 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
3 |
| Strategic Blueprint, LLC |
3 |
| Groupe la Francaise |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
3 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
| America First Investment Advisors, LLC |
3 |
| MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
3 |
| MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| 55i, Llc |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
3 |
| Advisors Capital Management, LLC |
3 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
| New Century Financial Group, LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| Calamos Convertible Opportunities & Income Fund |
3 |
| Syon Capital Llc |
3 |
| Calamos Convertible & High Income Fund |
3 |
| Calamos Dynamic Convertible & Income Fund |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
3 |
| Santa Fe Partners LLC |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| Banque Transatlantique SA |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| Boston Financial Mangement Llc |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
3 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| Quotient Wealth Partners, LLC |
3 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
3 |
| Cantillon Capital Management Llc |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| Advanced Portfolio Management, LLC |
3 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| Tema Etfs Llc |
3 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
3 |
| Northwest Financial Advisors |
3 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| Acap Strategic Fund |
3 |
| Penobscot Investment Management Company, Inc. |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
3 |
| 111 Capital |
3 |
| Human Investing LLC |
3 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
3 |
| Gamco Investors, Inc. Et Al |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| Tiaa Trust, National Association |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
3 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| Bare Financial Services, Inc |
3 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
3 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
3 |
| Connable Office Inc |
3 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
3 |
| Seacrest Wealth Management, Llc |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
3 |
| Portside Wealth Group, LLC |
3 |
| FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
3 |
| Calton & Associates, Inc. |
3 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
3 |
| Clarus Wealth Advisors |
3 |
| Quest Capital Management Inc /adv |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
3 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
3 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
3 |
| Choate Investment Advisors |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
3 |
| RHJ International SA |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| Independence Bank of Kentucky |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| Signition Lp |
3 |
| Aristotle Capital Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
3 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Meitav Dash Investments Ltd |
3 |
| Weitz Investment Management, Inc. |
3 |
| Main Street Financial Solutions, LLC |
3 |
| WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| Gryphon Financial Partners LLC |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| Melvin Capital Management LP |
3 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
| CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
3 |
| VELA Funds - VELA Large Cap 130/30 Fund Class I |
3 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
| Virginia Retirement System |
3 |
| Kowal Investment Group, LLC |
3 |
| Swiss National Bank |
3 |
| Cetera Advisors LLC |
3 |
| Centaurus Financial, Inc. |
3 |
| Clean Yield Group |
3 |
| Capital Analysts, Inc. |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| Atlantic Union Bankshares Corp |
3 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| Fernwood Investment Management, LLC |
3 |
| Grove Bank & Trust |
3 |
| Zebra Capital Management LLC |
3 |
| Engine No. 1 Llc |
3 |
| Alpha DNA Investment Management LLC |
3 |
| Voleon Capital Management Lp |
3 |
| 2Xideas AG |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| New York Life Investments Alternatives |
3 |
| Interchange Capital Partners, LLC |
3 |
| Blume Capital Management, Inc. |
3 |
| Strategic Global Advisors, LLC |
3 |
| True Link Financial Advisors, LLC |
3 |
| Spectrum Management Group, LLC |
3 |
| Resolute Advisors LLC |
3 |
| First Business Financial Services, Inc. |
3 |
| Taylor Hoffman Wealth Management |
3 |
| Miracle Mile Advisors, LLC |
3 |
| Mcdonald Partners Llc |
3 |
| Polar Capital Holdings Plc |
3 |
| Icon Advisers Inc/co |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| Trust Asset Management LLC |
3 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| Synergy Financial Management, LLC |
3 |
| Argent Financial Group, Inc. |
3 |
| Tuttle Tactical Management LLC |
3 |
| Lakeview Capital Partners, LLC |
3 |
| Bank Of The West |
3 |
| Renaissance Group Llc |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Jag Capital Management, Llc |
3 |
| Horan Securities, Inc. |
3 |
| Systematic Alpha Investments, LLC |
3 |
| Bluegrass Capital Partners LP |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Shay Capital LLC |
3 |
| Stuart Chaussee & Associates, Inc. |
3 |
| Connectus Wealth, LLC |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| East Coast Asset Management, LLC. |
3 |
| Exane Derivatives |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| Onefund, Llc |
3 |
| LVW Advisors, LLC |
3 |
| Syntal Capital Partners, LLC |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| FineMark National Bank & Trust |
3 |
| Capitolis Advisors LLC |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
3 |
| Shapiro Robert N |
3 |
| Li Winifred I |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| Accretive Wealth Partners, LLC |
3 |
| AXS Investments LLC |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| Aureus Asset Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| Armistice Capital, Llc |
3 |
| Carillon Tower Advisers, Inc. |
3 |
| Liontrust Investment Partners LLP |
3 |
| Annandale Capital, LLC |
3 |
| CBOE Vest Financial, LLC |
3 |
| FDO Partners, LLC |
3 |
| WFG Advisors, LP |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Analytic Investors, LLC |
3 |
| Foyston, Gordon, & Payne Inc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| LifePlan Financial, LLC |
3 |
| Sunbelt Securities, Inc. |
3 |
| Acrospire Investment Management LLC |
3 |
| Clarius Group, LLC |
3 |
| Gitterman Wealth Management, LLC |
3 |
| Nfj Investment Group, Llc |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| RWM Asset Management, LLC |
3 |
| PCJ Investment Counsel Ltd. |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Sierra Capital LLC |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
| Heartland Bank & Trust Co |
3 |
| Simmons Bank |
3 |
| Martingale Asset Management L P |
3 |
| SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Navellier & Associates Inc |
3 |
| Cavalier Investments, LLC |
3 |
| NorthRock Partners, LLC |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| E Fund Management Co., Ltd. |
3 |
| Mizuho Markets Americas Llc |
3 |
| HighPoint Advisor Group LLC |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| Addison Advisors LLC |
3 |
| U S Global Investors Inc |
3 |
| Turner Investments, L.p. |
3 |
| High Note Wealth, LLC |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| Surevest, LLC |
3 |
| Beese Fulmer Investment Management, Inc. |
3 |
| Diversified Trust Co |
3 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Howard Hughes Medical Institute |
3 |
| Northern Oak Wealth Management Inc |
3 |
| Pinnacle Wealth Advisors |
3 |
| Cowen Group, Inc. |
3 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
3 |
| Verity Asset Management, Inc. |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| Carderock Capital Management Inc |
3 |
| Halsey Associates Inc/ct |
3 |
| Princeton Global Asset Management LLC |
3 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
3 |
| Mjp Associates Inc /adv |
3 |
| FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
3 |
| Bbva Usa |
3 |
| Symphony Asset Management Llc |
3 |
| Institute for Wealth Management, LLC. |
3 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
| Lunia Capital Lp |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
| FJ Capital Management LLC |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| Donaldson Capital Management, Llc |
3 |
| Peoples Financial Services Corp. |
3 |
| First Allied Advisory Services, Inc. |
3 |
| Highline Wealth Partners Llc |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| Wealth Advisory Solutions, LLC |
3 |
| Cognios Capital, LLC |
3 |
| Van Hulzen Asset Management, LLC |
3 |
| Advisors Preferred, LLC |
3 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
| Skye Global Management LP |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| Mission Wealth Management, Lp |
3 |
| Cedar Wealth Management, LLC |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| Nova Wealth Management, Inc. |
3 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
| Chilton Capital Management Llc |
3 |
| Frontier Capital Management Co Llc |
3 |
| Macroview Investment Management Llc |
3 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
3 |
| Invictus RG Pte. Ltd. |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| New York Life Trust Co |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| Ckw Financial Group |
3 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
3 |
| TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
3 |
| TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF |
3 |
| BlackRock Capital Allocation Trust |
3 |
| FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
3 |
| BlueSpruce Investments, LP |
3 |
| Quilter Plc |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
3 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
| Atalan Capital Partners, LP |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Stratos Wealth Partners, LTD. |
3 |
| FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
| Interval Partners, LP |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| Burney Co/ |
3 |
| Nbt Bank N A /ny |
3 |
| Bristol Gate Capital Partners Inc. |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Absolute Return Capital, LLC |
3 |
| Maplelane Capital, Llc |
3 |
| Bellevue Group AG |
3 |
| Marathon Asset Mgmt Ltd |
3 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
3 |
| Founders Financial Alliance, LLC |
3 |
| SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund |
3 |
| Essex Investment Management Co Llc |
3 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
3 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
| Thornburg Income Builder Opportunities Trust |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| Argent Trust Co |
3 |
| Ycg, Llc |
3 |
| Motley Fool Asset Management LLC |
3 |
| EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
3 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| MCF Advisors LLC |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
3 |
| Alkeon Capital Management Llc |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| Axiom Investment Management LLC |
3 |
| Kilter Group LLC |
3 |
| Alexandria Capital, LLC |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| Caption Management, LLC |
3 |
| BSW Wealth Partners |
3 |
| Allianz Se |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| Origin Asset Management LLP |
3 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| Bowen Hanes & Co Inc |
3 |
| Sumitomo Life Insurance Co |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| Wedmont Private Capital |
3 |
| Bell Asset Management Ltd |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| Rodgers Brothers Inc. |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
3 |
| Tiger Eye Capital LLC |
3 |
| LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF |
3 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
3 |
| Knight Capital Group, Inc. |
3 |
| Magellan Asset Management Ltd |
3 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
3 |
| First Command Advisory Services, Inc. |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| RiverFront Investment Group, LLC |
3 |
| Financial Advocates Investment Management |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| Claar Advisors LLC |
3 |
| TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
3 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
| Vestor Capital, Llc |
3 |
| Absolute Capital Management, LLC |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| CWM Advisors, LLC |
3 |
| Leuthold Group, Llc |
3 |
| EP Wealth Advisors, Inc. |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| Lake Street Advisors Group, Llc |
3 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) |
3 |
| Carmel Capital Partners, LLC |
3 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| Boston Common Asset Management, LLC |
3 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Gupta Wealth Management LLC |
3 |
| Df Dent & Co Inc |
3 |
| Bruderman Asset Management, LLC |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| Rampart Investment Management Company, LLC |
3 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| First National Bank Of Omaha |
3 |
| Moody National Bank Trust Division |
3 |
| Brasada Capital Management, Lp |
3 |
| Krilogy Financial LLC |
3 |
| Whetstone Capital Advisors, LLC |
3 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
3 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Family Firm, Inc. |
3 |
| Gardner Lewis Asset Management L P |
3 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
3 |
| PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
3 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
3 |
| Toth Financial Advisory Corp |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| Diametric Capital, LP |
3 |
| Park National Corp /oh/ |
3 |
| Buckingham Strategic Partners |
3 |
| GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
3 |
| Pensionfund Sabic |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
3 |
| Capula Management Ltd |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Red Tortoise LLC |
3 |
| aeris Capital Holding GmbH |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| Bessemer Securities Llc |
3 |
| West Oak Capital, LLC |
3 |
| Albion Financial Group /ut |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| Solstein Capital, LLC |
3 |
| Pegasus Partners Ltd. |
3 |
| Biltmore Family Office, LLC |
3 |
| Pettee Investors, Inc. |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| Congress Asset Management Co /ma |
3 |
| Olstein Capital Management, L.P. |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| Traynor Capital Management, Inc. |
3 |
| Folger Hill Asset Management LP |
3 |
| Cleararc Capital Inc |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| USA Financial Portformulas Corp |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
3 |
| Thrive Wealth Management, LLC |
3 |
| CTC Capital Management, LLC |
3 |
| CrestPoint Capital Management, LLC |
3 |
| Sora Investors Llc |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| Poplar Forest Capital LLC |
3 |
| Perkins Coie Trust Co |
3 |
| BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares |
3 |
| Meristem Family Wealth, LLC |
3 |
| Western Pacific Wealth Management, LP |
3 |
| Contravisory Investment Management, Inc. |
3 |
| Legacy Private Trust Co. |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| CNB Bank |
3 |
| TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
3 |
| Fayez Sarofim & Co |
3 |
| Exchange Capital Management, Inc. |
3 |
| Cullinan Associates Inc |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Theleme Partners LLP |
3 |
| Metatron Capital SICAV plc |
3 |
| Telemus Capital, Llc |
3 |
| Banco BTG Pactual S.A. |
3 |
| Kerrisdale Advisers, LLC |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| Bank of Jackson Hole Trust |
3 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| Fiera Capital Corp |
3 |
| Fisher Asset Management, LLC |
3 |
| Fedenia Advisers LLC |
3 |
| Lincoln Capital LLC |
3 |
| Brookstone Capital Management |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| Zullo Investment Group, Inc. |
3 |
| Whipplewood Advisors, LLC |
3 |
| Aegon Asset Management Uk Plc |
3 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
3 |
| IMS Capital Management |
3 |
| Sageworth Trust Co |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Tyler-Stone Wealth Management |
3 |
| Harris Associates L P |
3 |
| Alpha Windward Llc |
3 |
| NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| Delta Asset Management Llc/tn |
3 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
| Marino, Stram & Associates Llc |
3 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Core Alternative Capital |
3 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
3 |
| City Holding Co |
3 |
| Premier Fund Managers Ltd |
3 |
| Byrne Asset Management LLC |
3 |
| Rise Advisors, LLC |
3 |
| Eastern Bank |
3 |
| Baillie Gifford & Co |
3 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
3 |
| Leavell Investment Management, Inc. |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| American Beacon Advisors, Inc. |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
3 |
| SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
3 |
| Rossmore Private Capital |
3 |
| Girard Partners Ltd. |
3 |
| BlueCrest Capital Management LLP |
3 |
| OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
3 |
| Kwmg, Llc |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| Principal Funds Inc |
3 |
| Community Bank System, Inc. |
3 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
| McIlrath & Eck, LLC |
3 |
| Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
3 |
| Premier Path Wealth Partners, LLC |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| Integral Derivatives, LLC |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| Boussard & Gavaudan Asset Management LP |
3 |
| Abound Wealth Management |
3 |
| MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A |
3 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| City State Bank |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| American Trust |
3 |
| Societe Generale |
3 |
| Emerald Acquisition Ltd. |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| Emerald Investment Partners, Llc |
3 |
| Generate Investment Management Ltd |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
3 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| Heritage Family Offices, LLP |
3 |
| Appleton Partners Inc/ma |
3 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
3 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
| TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| Wilmington Funds Management Corp |
3 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Nine Chapters Capital Management LLC |
3 |
| Stux Capital Management, LLC |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| Elite Wealth Management, Inc. |
3 |
| Cambridge Trust Co |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| Hexavest Inc. |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Welch & Forbes Llc |
3 |
| Tarbox Family Office, Inc. |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A |
3 |
| Nicholas Company, Inc. |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| Ubs Oconnor Llc |
3 |
| Stevard, LLC |
3 |
| Rosenberg Matthew Hamilton |
3 |
| AustralianSuper Pty Ltd |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| Lynx Investment Advisory |
3 |
| Strengthening Families & Communities, LLC |
3 |
| My Legacy Advisors, LLC |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| Eminence Capital, Lp |
3 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
| CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| Next Financial Holdings |
3 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
| Mascoma Wealth Management LLC |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| Royal Fund Management, LLC |
3 |
| Colonial Trust Advisors |
3 |
| PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
3 |
| Eudaimonia Partners, LLC |
3 |
| Silvant Capital Management LLC |
3 |
| Northern Trust Co Of Connecticut |
3 |
| Valued Wealth Advisors LLC |
3 |
| Chicago Capital, LLC |
3 |
| Binnacle Investments Inc |
3 |
| Galaxy Capital Trading Ltd |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| Change Path, LLC |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Profunds - Profund Vp Large-cap Value |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Eqis Capital Management, Inc. |
3 |
| LGT Fund Management Co Ltd. |
3 |
| LGT Group Foundation |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Perennial Advisors, LLC |
3 |
| Offit Capital Advisors Llc |
3 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| Empirical Asset Management, LLC |
3 |
| TCI Fund Management Ltd |
3 |
| Fund Management at Engine No. 1 LLC |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF |
3 |
| Eagle Asset Management Inc |
3 |
| Conning Inc. |
3 |
| Angeles Wealth Management, Llc |
3 |
| Mason Street Advisors, Llc |
3 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
| Profunds - Profund Vp Industrials |
3 |
| Valley Forge Advisors, LLC |
3 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
