| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
24 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
21 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
18 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
16 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
16 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
16 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
15 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
15 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
15 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
15 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
15 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
13 |
| Advent Claymore Convertible Securities & Income Fund |
12 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
12 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
12 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
12 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
12 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
12 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
12 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
12 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
12 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
12 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
12 |
| SG Americas Securities, LLC |
12 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
11 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
11 |
| State Street Corp |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
11 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
11 |
| BlackRock, Inc. |
11 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
11 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
11 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
11 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
11 |
| Pacer Advisors, Inc. |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
11 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
11 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
11 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
11 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
11 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
11 |
| Ameriprise Financial Inc |
11 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
11 |
| Pnc Financial Services Group, Inc. |
11 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
11 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
11 |
| Citadel Advisors Llc |
11 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
10 |
| Jpmorgan Chase & Co |
10 |
| Bank of New York Mellon Corp |
10 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
10 |
| New York State Common Retirement Fund |
10 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
| Deutsche Bank Ag\ |
10 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
10 |
| Bnp Paribas Arbitrage, Sa |
10 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
10 |
| Susquehanna International Group, Llp |
10 |
| Royal Bank Of Canada |
10 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
10 |
| Credit Suisse Ag/ |
10 |
| Dimensional Fund Advisors Lp |
10 |
| Invesco High Income Trust Ii |
10 |
| Goldman Sachs Group Inc |
10 |
| Invesco Bond Fund |
10 |
| Manufacturers Life Insurance Company, The |
10 |
| Morgan Stanley |
10 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
10 |
| Citigroup Inc |
10 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
10 |
| Teachers Advisors, Llc |
10 |
| Barclays Plc |
10 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
10 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
10 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
10 |
| PEAK6 Investments, L.P. |
10 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
10 |
| Wells Fargo & Company/mn |
10 |
| Bank Of Montreal /can/ |
10 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
10 |
| Millennium Management Llc |
10 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
10 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
10 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
10 |
| D. E. Shaw & Co., Inc. |
10 |
| Bank Of America Corp /de/ |
10 |
| Fmr Llc |
10 |
| Invesco Ltd. |
10 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
10 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
10 |
| Renaissance Technologies Llc |
9 |
| Calamos Dynamic Convertible & Income Fund |
9 |
| Jefferies Group LLC |
9 |
| Russell Frank Co/ |
9 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
9 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
9 |
| BlackRock Advisors LLC |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
9 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
9 |
| Rhumbline Advisers |
9 |
| Ubs Ag |
9 |
| Walleye Trading LLC |
9 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
9 |
| UBS Group AG |
9 |
| Credit Agricole S A |
9 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
9 |
| Metropolitan Life Insurance Co/ny |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
9 |
| Geode Capital Management, Llc |
9 |
| Guggenheim Capital Llc |
9 |
| Prelude Capital Management, Llc |
9 |
| National Asset Management, Inc. |
9 |
| Paloma Partners Management Co |
9 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
9 |
| Federated Hermes, Inc. |
9 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
9 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
9 |
| Gsa Capital Partners Llp |
9 |
| Nomura Holdings Inc |
9 |
| Alpine Global Management, LLC |
9 |
| Vanguard Group Inc |
9 |
| Bessemer Group Inc |
9 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
9 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
9 |
| Nationwide Fund Advisors |
9 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
9 |
| Northern Trust Corp |
9 |
| Kcg Holdings, Inc. |
9 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
9 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
9 |
| BlackRock Institutional Trust Company, N.A. |
9 |
| Parametric Portfolio Associates Llc |
9 |
| Creative Planning |
9 |
| Tower Research Capital LLC (TRC) |
9 |
| Alliancebernstein L.p. |
9 |
| Group One Trading, L.p. |
9 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
9 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
| California State Teachers Retirement System |
9 |
| ProShare Advisors LLC |
9 |
| First Trust Advisors Lp |
9 |
| Us Bancorp \de\ |
9 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
9 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
9 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
9 |
| American International Group, Inc. |
9 |
| Two Sigma Investments, Lp |
9 |
| Strs Ohio |
9 |
| Calamos Global Total Return Fund |
9 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
9 |
| Tiaa Cref Investment Management Llc |
9 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
9 |
| Public Employees Retirement Association Of Colorado |
9 |
| Calamos Convertible Opportunities & Income Fund |
9 |
| Ladenburg Thalmann Financial Services Inc |
9 |
| Spot Trading L.L.C |
9 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
9 |
| Wolverine Asset Management Llc |
9 |
| XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
9 |
| Calamos Strategic Total Return Fund |
9 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
9 |
| A.R.T. Advisors, LLC |
9 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
| Parallax Volatility Advisers, L.P. |
9 |
| California Public Employees Retirement System |
9 |
| BlackRock Fund Advisors |
9 |
| Charles Schwab Investment Management Inc |
9 |
| Public Employees Retirement System Of Ohio |
9 |
| BlackRock Investment Management, LLC |
9 |
| Calamos Convertible & High Income Fund |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
8 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
| KBC Group NV |
8 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
8 |
| HAP Trading, LLC |
8 |
| Cutler Group LP |
8 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
8 |
| Sonora Investment Management, LLC |
8 |
| SAC Capital Advisors LP |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
8 |
| Hbk Investments L P |
8 |
| Calamos Global Dynamic Income Fund |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
8 |
| M&t Bank Corp |
8 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
8 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
8 |
| Price T Rowe Associates Inc /md/ |
8 |
| Aqr Capital Management Llc |
8 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
| Putnam Investments Llc |
8 |
| Ellington Management Group Llc |
8 |
| Simplex Trading, Llc |
8 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| Fifth Third Bancorp |
8 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
8 |
| Prudential Financial Inc |
8 |
| Panagora Asset Management Inc |
8 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
8 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
8 |
| Northwestern Mutual Wealth Management Co |
8 |
| Ubs Asset Management Americas Inc |
8 |
| Comerica Bank |
8 |
| Federation des caisses Desjardins du Quebec |
8 |
| Legal & General Group Plc |
8 |
| Airain ltd |
8 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
8 |
| Ameritas Investment Partners, Inc. |
8 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
8 |
| Capstone Investment Advisors, Llc |
8 |
| Alliancebernstein Global High Income Fund Inc |
8 |
| BlackRock Group LTD |
8 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
8 |
| Balyasny Asset Management Llc |
8 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
8 |
| Highbridge Capital Management Llc |
8 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
8 |
| Voya Investment Management Llc |
8 |
| Nisa Investment Advisors, Llc |
8 |
| Brown Brothers Harriman & Co |
8 |
| PDT Partners, LLC |
8 |
| Verition Fund Management LLC |
8 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
8 |
| Quantbot Technologies LP |
8 |
| RidgeWorth Capital Management LLC |
8 |
| Fs Credit Income Fund |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
8 |
| State Board Of Administration Of Florida Retirement System |
8 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
8 |
| First Trust High Income Long/short Fund |
8 |
| Advent Capital Management /de/ |
8 |
| LMR Partners LLP |
8 |
| Swiss National Bank |
8 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
8 |
| Teacher Retirement System Of Texas |
8 |
| Proequities, Inc. |
8 |
| Jane Street Group, Llc |
8 |
| Parallel Advisors, LLC |
8 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
8 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
8 |
| IFP Advisors, Inc |
8 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
8 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
8 |
| College Retirement Equities Fund |
8 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
8 |
| Visium Asset Management, LP |
8 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
8 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
8 |
| Numeric Investors Llc |
8 |
| Huntington National Bank |
8 |
| Wolverine Trading, Llc |
8 |
| Advisor Group, Inc. |
8 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
8 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
7 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
7 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| PineBridge Investments, L.P. |
7 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| Sei Investments Co |
7 |
| BlueCrest Capital Management Ltd |
7 |
| QS Investors, LLC |
7 |
| Gotham Asset Management, LLC |
7 |
| Raymond James & Associates |
7 |
| Ancora Advisors, LLC |
7 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
7 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
7 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
7 |
| Allianz Asset Management GmbH |
7 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
7 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
7 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
7 |
| FNY Managed Accounts LLC |
7 |
| AMP Capital Investors Ltd |
7 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
| Marathon Trading Investment Management LLC |
7 |
| Acrospire Investment Management LLC |
7 |
| Janus Henderson Group Plc |
7 |
| Calamos Long/Short Equity & Dynamic Income Trust |
7 |
| Norges Bank |
7 |
| Oregon Public Employees Retirement Fund |
7 |
| IBM Retirement Fund |
7 |
| State Of Wisconsin Investment Board |
7 |
| Royce & Associates Lp |
7 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
7 |
| Virtu Financial LLC |
7 |
| Securian Asset Management, Inc |
7 |
| Canada Pension Plan Investment Board |
7 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
7 |
| Stifel Financial Corp |
7 |
| Macquarie Group Ltd |
7 |
| Thrivent Financial For Lutherans |
7 |
| Los Angeles Capital Management Llc |
7 |
| Stratos Wealth Partners, LTD. |
7 |
| Victory Capital Management Inc |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
7 |
| Magnetar Financial LLC |
7 |
| Brookstone Capital Management |
7 |
| Symphony Asset Management Llc |
7 |
| Hsbc Holdings Plc |
7 |
| Janney Montgomery Scott LLC |
7 |
| Advisors Asset Management, Inc. |
7 |
| Cubist Systematic Strategies, LLC |
7 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
7 |
| Two Sigma Securities, Llc |
7 |
| MetLife Securities, Inc |
7 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
7 |
| Squarepoint Ops LLC |
7 |
| Marshall Wace, Llp |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| Bridgeway Capital Management Inc |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| LPL Financial LLC |
7 |
| Principal Financial Group Inc |
7 |
| Nomura Asset Management Co Ltd |
7 |
| Two Sigma Advisers, Lp |
7 |
| Dreyfus High Yield Strategies Fund |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| D.a. Davidson & Co. |
7 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
7 |
| Lazard Asset Management Llc |
7 |
| Cwm, Llc |
7 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
7 |
| Connor, Clark & Lunn Investment Management Ltd. |
7 |
| Stevens Capital Management Lp |
7 |
| Neuberger Berman Group LLC |
7 |
| Blackstone / Gso Strategic Credit Fund |
7 |
| Profund Advisors Llc |
7 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
7 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
| BlackRock Japan Co. Ltd |
7 |
| Rotella Capital Management, Inc. |
7 |
| World Asset Management Inc |
7 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
7 |
| Arrowstreet Capital, Limited Partnership |
7 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
7 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
7 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
7 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
7 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
| Signaturefd, Llc |
7 |
| Compagnie Lombard Odier SCmA |
7 |
| AdvisorNet Financial, Inc |
7 |
| Great West Life Assurance Co /can/ |
7 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
7 |
| Tudor Investment Corp Et Al |
7 |
| New York State Teachers Retirement System |
7 |
| Quantitative Investment Management, LLC |
7 |
| Nuveen Asset Management, LLC |
7 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
7 |
| Advisor Group Holdings, Inc. |
7 |
| Aperio Group, LLC |
7 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
7 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
7 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
7 |
| Hutchin Hill Capital, LP |
7 |
| Spark Investment Management LLC |
7 |
| Envestnet Asset Management Inc |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| Sterling Capital Management LLC |
7 |
| Integral Derivatives, LLC |
7 |
| Tfs Capital Llc |
7 |
| American Century Companies Inc |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| Natixis |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
6 |
| Nine Chapters Capital Management LLC |
6 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
| State of Tennessee, Treasury Department |
6 |
| Valley National Advisers Inc |
6 |
| Lord, Abbett & Co. Llc |
6 |
| Advisory Services Network, LLC |
6 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
6 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
6 |
| Vantagepoint Funds |
6 |
| Scopus Asset Management, L.p. |
6 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
6 |
| Eaton Vance Management |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| James Investment Research Inc |
6 |
| Menta Capital Llc |
6 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
6 |
| Segantii Capital Management Ltd |
6 |
| Larson Financial Group LLC |
6 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
6 |
| Karp Capital Management Corp |
6 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| Captrust Financial Advisors |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| Neuberger Berman High Yield Strategies Fund Inc. |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| Prudential Plc |
6 |
| Axa S.a. |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| Quadrature Capital Ltd |
6 |
| Caxton Associates Lp |
6 |
| Meeder Asset Management Inc |
6 |
| Glenmede Trust Co Na |
6 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
6 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
6 |
| Proficio Capital Partners LLC |
6 |
| Emerald Acquisition Ltd. |
6 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
6 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
6 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
6 |
| Wealthspire Advisors, L.P. |
6 |
| VTL Associates, LLC |
6 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| Alberta Investment Management Corp |
6 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
6 |
| Quadrant Capital Group Llc |
6 |
| Marshall Wace North America L.P. |
6 |
| Walleye Capital LLC |
6 |
| Vectors Research Management, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
| YorkBridge Wealth Partners, LLC |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| Clinton Group Inc |
6 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
6 |
| Assured Investment Management LLC |
6 |
| Prentice Capital Management, LP |
6 |
| PENN SERIES FUNDS INC - International Equity Fund |
6 |
| Suntrust Banks Inc |
6 |
| Patriot Financial Group Insurance Agency, LLC |
6 |
| Hrt Financial Lp |
6 |
| Engineers Gate Manager LP |
6 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
6 |
| CENTRAL TRUST Co |
6 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
6 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
6 |
| Whittier Trust Co |
6 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
6 |
| Commonwealth Equity Services, Llc |
6 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
6 |
| Mercer Global Advisors Inc /adv |
6 |
| Commerzbank Aktiengesellschaft /fi |
6 |
| Schroder Investment Management Group |
6 |
| Shapiro Robert N |
6 |
| Franklin Resources Inc |
6 |
| Hudson Bay Capital Management LP |
6 |
| Commonwealth Bank Of Australia |
6 |
| Jane Street Holding, LLC |
6 |
| Oppenheimer & Co Inc |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
6 |
| LS Investment Advisors, LLC |
6 |
| Carlson Capital L P |
6 |
| Daiwa Securities Group Inc. |
6 |
| Picton Mahoney Asset Management |
6 |
| Russell Investments Group, Ltd. |
6 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| Utah Retirement Systems |
6 |
| FS Global Credit Opportunities Fund |
6 |
| Algert Global Llc |
6 |
| Old Mutual Customised Solutions (proprietary) Ltd |
6 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
6 |
| Seven Eight Capital, Lp |
6 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
6 |
| Tiaa-cref Funds |
6 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
6 |
| Fs Multi-alternative Income Fund |
6 |
| Man Group plc |
6 |
| CIBC Asset Management Inc |
6 |
| Css Llc/il |
6 |
| Asset Management One Co., Ltd. |
6 |
| Atria Investments Llc |
6 |
| Campbell & CO Investment Adviser LLC |
6 |
| Texas Permanent School Fund |
6 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
| Financial Advocates Investment Management |
6 |
| HighTower Advisors, LLC |
6 |
| Private Advisor Group, LLC |
6 |
| State Farm Variable Product Trust |
6 |
| Allworth Financial LP |
6 |
| Voloridge Investment Management, Llc |
6 |
| Cerity Partners LLC |
6 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
6 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
| RBF Capital, LLC |
6 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
6 |
| CIBC World Markets Inc. |
6 |
| Whitebox Advisors Llc |
6 |
| State Of Michigan Retirement System |
6 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
6 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| Financial Architects, Inc |
6 |
| Brandywine Global Investment Management, LLC |
6 |
| Plante Moran Financial Advisors, LLC |
6 |
| Oppenheimer Funds Inc |
6 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
6 |
| Bluefin Trading, LLC |
6 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
| Alyeska Investment Group, L.P. |
6 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
6 |
| Zacks Investment Management |
6 |
| Zweig-DiMenna Associates LLC |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| Ing Groep Nv |
6 |
| Absolute Return Capital, LLC |
6 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
6 |
| Laurion Capital Management LP |
6 |
| Stone Ridge Asset Management LLC |
6 |
| Knight Capital Group, Inc. |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| Northwestern Mutual Investment Management Company, Llc |
6 |
| Capstone Asset Management Co |
6 |
| Mutual Of America Capital Management Llc |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| Acadian Asset Management Llc |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| MUFG Americas Holdings Corp |
6 |
| Fox Run Management, L.l.c. |
6 |
| Moore Capital Management, Lp |
6 |
| NEXT Financial Group, Inc |
6 |
| Manchester Capital Management LLC |
6 |
| United Services Automobile Association |
6 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
6 |
| Mason Street Advisors, Llc |
6 |
| Bayesian Capital Management, LP |
6 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
6 |
| Invictus RG Pte. Ltd. |
6 |
| Barings Llc |
6 |
| First Hawaiian Bank |
6 |
| State Farm Mutual Fund Trust |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Truist Financial Corp |
6 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
6 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
6 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
6 |
| GAM Holding AG |
6 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
6 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
6 |
| Wellington Management Group Llp |
6 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
6 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
6 |
| GWM Advisors LLC |
6 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
6 |
| Regions Financial Corp |
6 |
| Global X Management CO LLC |
6 |
| First New York Securities Llc /ny |
6 |
| Municipal Employees' Retirement System of Michigan |
6 |
| Catalyst Capital Advisors LLC |
6 |
| Arizona State Retirement System |
6 |
| Shell Asset Management Co |
6 |
| Amalgamated Bank |
6 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
6 |
| First Citizens Bank & Trust Co |
6 |
| Point72 Hong Kong Ltd |
6 |
| Princeton Alpha Management LP |
6 |
| Buckingham Capital Management Inc |
6 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
6 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
6 |
| Cooper Creek Partners Management Llc |
6 |
| Orion Portfolio Solutions, LLC |
6 |
| Boothbay Fund Management, Llc |
6 |
| FNY Partners Fund LP |
6 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
6 |
| Massmutual Trust Co Fsb/adv |
6 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
| Cambridge Investment Research Advisors, Inc. |
6 |
| Aviva Plc |
6 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
6 |
| Maverick Capital Ltd |
6 |
| Smithfield Trust Co |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| Piedmont Investment Advisors Llc |
6 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
6 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
6 |
| Synovus Financial Corp |
6 |
| Alps Advisors Inc |
6 |
| Thompson Davis & Co., Inc. |
6 |
| J. Goldman & Co LP |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
6 |
| DekaBank Deutsche Girozentrale |
6 |
| WFG Advisors, LP |
6 |
| Enterprise Financial Services Corp |
6 |
| Point72 Asset Management, L.P. |
6 |
| Virtus Investment Advisers, Inc. |
6 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
6 |
| MAI Capital Management |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
6 |
| Retirement Systems of Alabama |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
6 |
| Mirae Asset Global Investments Co., Ltd. |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| Principal Funds Inc |
6 |
| Cornerstone Capital Management Holdings Llc. |
6 |
| Highlander Capital Management, LLC |
6 |
| We Are One Seven, LLC |
6 |
| Tradeworx Inc. |
6 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
6 |
| Private Trust Co Na |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| Oxford Asset Management Llp |
6 |
| E. Ohman J:or Asset Management AB |
6 |
| NumerixS Investment Technologies Inc |
6 |
| Sculptor Capital LP |
6 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
6 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
6 |
| Louisiana State Employees Retirement System |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| SpiderRock Trading LLC |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| Andra AP-fonden |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| Seacrest Wealth Management, Llc |
5 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
5 |
| Barrow Hanley Mewhinney & Strauss Llc |
5 |
| Northern Trust Co Of Connecticut |
5 |
| PointState Capital LP |
5 |
| Nuveen Multi-Asset Income Fund |
5 |
| APG Asset Management N.V. |
5 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
| Tortoise Investment Management, LLC |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| WealthPLAN Partners, LLC |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| Boston Advisors Llc |
5 |
| Gateway Investment Advisers Llc |
5 |
| Melvin Capital Management LP |
5 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
5 |
| Managed Account Advisors Llc |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| Coatue Management Llc |
5 |
| Centiva Capital, LP |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| Chicago Equity Partners Llc |
5 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
5 |
| Hoxton Financial, Inc. |
5 |
| Castleark Management Llc |
5 |
| Howe & Rusling Inc |
5 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
| Migdal Insurance & Financial Holdings Ltd. |
5 |
| Raging Capital Management, LLC |
5 |
| Freestone Capital Holdings, LLC |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| FineMark National Bank & Trust |
5 |
| Allianzgi Convertible & Income Fund |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| Samlyn Capital, Llc |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
5 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
5 |
| Centaurus Financial, Inc. |
5 |
| Allianzgi Convertible & Income Fund Ii |
5 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
| Breton Hill Capital Ltd. |
5 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| Redwood Investment Management, Llc |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| QCM Cayman, Ltd. |
5 |
| FIL Ltd |
5 |
| Loomis Sayles & Co L P |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| Folger Hill Asset Management LP |
5 |
| TradeLink Global Equity LLC |
5 |
| Capital Guardian Trust Co |
5 |
| Pathstone Family Office, Llc |
5 |
| Graham Capital Management, L.P. |
5 |
| Royal London Asset Management Ltd |
5 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
5 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
5 |
| CoreCap Advisors, LLC |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| Wedbush Securities Inc |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
| Farther Finance Advisors, LLC |
5 |
| First Manhattan Co |
5 |
| Financial Gravity Companies, Inc. |
5 |
| Lucus Advisors Llc |
5 |
| Vident Investment Advisory, LLC |
5 |
| Eagle Asset Management Inc |
5 |
| Rockefeller Financial Services Inc |
5 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
5 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
5 |
| Parkside Financial Bank & Trust |
5 |
| Chicago Partners Investment Group LLC |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Investors Research Corp |
5 |
| Partnervest Advisory Services LLC |
5 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
5 |
| North Fourth Asset Management, LP |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
5 |
| 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 |
5 |
| Stephens Inc /ar/ |
5 |
| Korea Investment CORP |
5 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
5 |
| Blair William & Co/il |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
5 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
5 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| Trust Co Of Vermont |
5 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
5 |
| MANA Advisors LLC |
5 |
| SOUTH STATE Corp |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
5 |
| First Horizon Advisors, Inc. |
5 |
| Mariner Investment Group Llc |
5 |
| Td Asset Management Inc |
5 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
5 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
5 |
| Sound Income Strategies, LLC |
5 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
5 |
| Gargoyle Investment Advisor L.L.C. |
5 |
| Saba Capital Management, L.P. |
5 |
| Winton Capital Group Ltd |
5 |
| Systematic Financial Management Lp |
5 |
| Focused Wealth Management, Inc |
5 |
| BBT Capital Management, LLC |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| Kingsview Wealth Management, LLC |
5 |
| Public Sector Pension Investment Board |
5 |
| Leuthold Group, Llc |
5 |
| Jupiter Asset Management Ltd |
5 |
| MetLife Investment Management, LLC |
5 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
5 |
| Moors & Cabot, Inc. |
5 |
| Quantitative Systematic Strategies LLC |
5 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
5 |
| Amundi |
5 |
| Sawtooth Solutions, LLC |
5 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
5 |
| Tobam |
5 |
| Old National Bancorp /in/ |
5 |
| Baystate Wealth Management LLC |
5 |
| Baker Avenue Asset Management, LP |
5 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
5 |
| Palo Capital, Inc. |
5 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
5 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
| Soros Fund Management Llc |
5 |
| TD Waterhouse Canada Inc. |
5 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
5 |
| Creative Financial Designs Inc /adv |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| Sandy Spring Bank |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| Versant Capital Management, Inc |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| SG3 Management, LLC |
5 |
| Rockefeller Capital Management L.P. |
5 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| Motco |
5 |
| Qube Research & Technologies Ltd |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| Sofos Investments, Inc. |
5 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| FNY Investment Advisers, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| State of Alaska, Department of Revenue |
5 |
| Bb&t Investment Services, Inc. |
5 |
| Global Retirement Partners, LLC |
5 |
| CIBC Private Wealth Group, LLC |
5 |
| Spot Trading L.l.c. |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| Checchi Capital Advisers, LLC |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| National Bank Of Canada /fi/ |
5 |
| PEAK6 Investments LLC |
5 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| Johnson Financial Group, Inc. |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| Aberdeen Global Income Fund Inc |
5 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| Quantamental Technologies LLC |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| Sowell Financial Services LLC |
5 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
| Ubs Oconnor Llc |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Activest Wealth Management |
5 |
| Armistice Capital, Llc |
5 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
5 |
| Rehmann Capital Advisory Group |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| Pearl River Capital, LLC |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
5 |
| FinTrust Capital Advisors, LLC |
5 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
5 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
5 |
| Hantz Financial Services, Inc. |
5 |
| Meadow Creek Investment Management LLC |
5 |
| Blueshift Asset Management, LLC |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
| Glen Harbor Capital Management LLC |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A |
5 |
| Elkfork Partners LLC |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| Avantax Planning Partners, Inc. |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Cresset Asset Management, LLC |
5 |
| ExodusPoint Capital Management, LP |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| Ameritas Advisory Services, LLC |
5 |
| Toroso Investments, LLC |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| Wealthspire Advisors, LLC |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Gradient Investments LLC |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| Ronald Blue Trust, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| Apollo Management Holdings, L.P. |
5 |
| Snowden Capital Advisors LLC |
5 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| Wealthcare Capital Management Llc |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| Wells Fargo Multi-sector Income Fund |
5 |
| Global X Funds |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
5 |
| NuWave Investment Management, LLC |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| Sei Trust Co |
5 |
| First Republic Investment Management, Inc. |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| SBI Securities Co., Ltd. |
5 |
| IMC-Chicago, LLC |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| City National Bank |
5 |
| Index Management Solutions, LLC |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Catapult Capital Management Llc |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| Bartlett & Co. LLC |
5 |
| Wedge Capital Management L L P/nc |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
5 |
| Johnson Investment Counsel Inc |
5 |
| Bridgewater Associates, LP |
5 |
| Cantab Capital Partners LLP |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| Riverhead Capital Management Llc |
5 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
| EverPoint Asset Management, LLC |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| Westpac Banking Corp |
5 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
5 |
| Rothschild Investment Llc |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Geneos Wealth Management Inc. |
5 |
| Westwood Holdings Group Inc |
5 |
| Mml Investors Services, Llc |
5 |
| Mariner, LLC |
5 |
| Gerstein Fisher |
5 |
| Baird Financial Group, Inc. |
5 |
| Blackstone / Gso Senior Floating Rate Term Fund |
5 |
| XTX Topco Ltd |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| Spire Wealth Management |
5 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| Thrax Management, LLC |
5 |
| Pictet Asset Management Ltd |
5 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
5 |
| Tyvor Capital LLC |
5 |
| Sciencast Management LP |
5 |
| Coldstream Capital Management Inc |
5 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
5 |
| Analytic Investors, LLC |
5 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
5 |
| Tradition Wealth Management, LLC |
5 |
| Parkwood LLC |
5 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
5 |
| Janus Capital Management Llc |
5 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
5 |
| Shelton Capital Management |
5 |
| CSat Investment Advisory, L.P. |
5 |
| Raymond James Financial Inc |
5 |
| GV Financial Advisors |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| Cipher Capital LP |
5 |
| Horizon Investments, LLC |
5 |
| Schonfeld Strategic Advisors LLC |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
5 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
5 |
| King Luther Capital Management Corp |
5 |
| Earnest Partners Llc |
5 |
| Jones Financial Companies Lllp |
5 |
| Reilly Financial Advisors, Llc |
5 |
| Greenlight Capital Inc |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| Quinn Opportunity Partners LLC |
5 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
5 |
| SECOR Capital Advisors, LP |
5 |
| Tlp Group Llc |
5 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
5 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
5 |
| Twin Tree Management, LP |
5 |
| Gabelli Funds Llc |
5 |
| Petrus Trust Company, LTA |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
5 |
| Chartwell Investment Partners, Llc |
5 |
| TFC Financial Management |
5 |
| Convergence Investment Partners, LLC |
5 |
| Clear Street Markets Llc |
5 |
| DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Optimum Investment Advisors |
5 |
| Maplelane Capital, Llc |
5 |
| Zions Bancorporation |
5 |
| Interval Partners, LP |
5 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
5 |
| Globeflex Capital L P |
5 |
| Pine River Capital Management L.P. |
5 |
| Element Capital Management Llc |
5 |
| CI Private Wealth, LLC |
5 |
| Hennessy Advisors Inc |
5 |
| BRC Investment Management LLC |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| Parametrica Management Ltd |
5 |
| Invictus RG |
5 |
| Jefferies Financial Group Inc. |
5 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
5 |
| Putnam Master Intermediate Income Trust |
5 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
5 |
| Calvert Investment Management, Inc. |
5 |
| Allianzgi Diversified Income & Convertible Fund |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| Dupont Capital Management Corp |
5 |
| Rational Advisors Llc |
5 |
| Timber Hill LLC |
5 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
| First Allied Advisory Services, Inc. |
5 |
| Trexquant Investment LP |
5 |
| American Portfolios Advisors |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Rafferty Asset Management, LLC |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| Polar Asset Management Partners Inc. |
5 |
| Citizens Financial Group Inc/ri |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| John Hancock Investors Trust |
5 |
| Glassman Wealth Services |
5 |
| Cetera Investment Advisers |
5 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
5 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
| Pathstone Holdings, LLC |
5 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
5 |
| Evergreen Capital Management Llc |
5 |
| Ground Swell Capital, LLC |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| John Hancock Income Securities Trust |
5 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| Gideon Capital Advisors, Inc. |
5 |
| Nuveen Credit Strategies Income Fund |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| Brigade Capital Management, Lp |
5 |
| Natixis Advisors, L.p. |
5 |
| New England Securities Corp /MA/ |
5 |
| Stormborn Capital Management, Llc |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| State of Wyoming |
4 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
4 |
| Advantage Advisers Xanthus Fund, L.l.c. |
4 |
| Oppenheimer Etf Trust |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
| Mfs Charter Income Trust |
4 |
| Steward Financial Group LLC |
4 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
4 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
4 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
4 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
4 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| Jpmorgan Trust Iii |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| Hillsdale Investment Management Inc. |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| IndexIQ Advisors LLC |
4 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
4 |
| Kkr Income Opportunities Fund |
4 |
| Schubert & Co |
4 |
| Wells Fargo Global Dividend Opportunity Fund |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
4 |
| Wells Fargo Income Opportunities Fund |
4 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Winton Diversified Opportunities Fund |
4 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
4 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
4 |
| 683 Capital Management, LLC |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| Wexford Capital Lp |
4 |
| Acap Strategic Fund |
4 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
| MASTER BOND LLC - Master Total Return Portfolio |
4 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
| RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| Ab Pooling Portfolios |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF |
4 |
| CenterStar Asset Management, LLC |
4 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
4 |
| Trustcore Financial Services, Llc |
4 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
4 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
| Delpha Capital Management, Llc |
4 |
| Centenus Global Management, Lp |
4 |
| Cadence Capital Management Llc |
4 |
| Deer Park Road Corp |
4 |
| Caption Management, LLC |
4 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
4 |
| Holocene Advisors, LP |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| Summit Trail Advisors, Llc |
4 |
| Diametric Capital, LP |
4 |
| One Wealth Advisors, LLC |
4 |
| Virtue Capital Management, LLC |
4 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
| Bell Investment Advisors, Inc |
4 |
| Private Capital Group, LLC |
4 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
| Banque Pictet & Cie Sa |
4 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
4 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
4 |
| Tocqueville Asset Management L.p. |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
4 |
| Altshuler Shaham Ltd |
4 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| Weiss Strategic Interval Fund |
4 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
4 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| CX Institutional |
4 |
| WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| LBA Wealth Management, LLC |
4 |
| AIA Group Ltd |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Enlightenment Research, LLC |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| Lindbrook Capital, Llc |
4 |
| Alphacrest Capital Management Llc |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| Duality Advisers, Lp |
4 |
| Zions Bancorporation, N.A. |
4 |
| Dark Forest Capital Management Lp |
4 |
| Innealta Capital, Llc |
4 |
| Perigon Wealth Management, LLC |
4 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
4 |
| Weld Capital Management Llc |
4 |
| Kentucky Retirement Systems |
4 |
| Quantinno Capital Management LP |
4 |
| Gupta Wealth Management LLC |
4 |
| Atom Investors LP |
4 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
4 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
4 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
4 |
| Strategic Blueprint, LLC |
4 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
| BRYN MAWR TRUST Co |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| Td Private Client Wealth Llc |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| Tuscan Ridge Asset Management Llc |
4 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
| Lake Point Wealth Management |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| BCJ Capital Management, LLC |
4 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
4 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
4 |
| Treasurer of the State of North Carolina |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
4 |
| C M Bidwell & Associates Ltd |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| Next Financial Holdings |
4 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
4 |
| Golden State Wealth Management, LLC |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
4 |
| Leap Investments Lp |
4 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
4 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| Campbell Multi-strategy Trust |
4 |
| Avion Wealth |
4 |
| Advisory Research Inc |
4 |
| Achievement Holdings L.P. |
4 |
| Nicholas Investment Partners, LP |
4 |
| Jump Trading, LLC |
4 |
| Pallas Capital Advisors LLC |
4 |
| Harbour Investments, Inc. |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Bogle Investment Management L P /de/ |
4 |
| New York Life Investment Management Llc |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| Ascend Capital, Llc |
4 |
| Scepter Holdings, Inc. |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| Glen Eagle Advisors, LLC |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Assetmark, Inc |
4 |
| Santa Fe Partners LLC |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| Retirement Group, LLC |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| Psagot Investment House Ltd. |
4 |
| Alpha DNA Investment Management LLC |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| Bridgefront Capital, LLC |
4 |
| Connacht Asset Management LP |
4 |
| Capital World Investors |
4 |
| Phocas Financial Corp. |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| Zeke Capital Advisors, Llc |
4 |
| Prospera Financial Services Inc |
4 |
| Corebridge Financial, Inc. |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Edmond De Rothschild Holding S.a. |
4 |
| Deprince Race & Zollo Inc |
4 |
| Hemington Wealth Management |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
4 |
| Global Financial Private Client, LLC |
4 |
| Evercore Wealth Management, LLC |
4 |
| Nantahala Capital Management, LLC |
4 |
| South Dakota Investment Council |
4 |
| San Francisco Sentry Investment Group (ca) |
4 |
| Cordant, Inc. |
4 |
| Gemmer Asset Management LLC |
4 |
| Everence Capital Management Inc |
4 |
| Ergoteles LLC |
4 |
| Jump Financial, LLC |
4 |
| Nuveen, LLC |
4 |
| Farmers & Merchants Investments Inc |
4 |
| Kestra Advisory Services, LLC |
4 |
| Hexagon Capital Partners LLC |
4 |
| KKR Credit Opportunities Portfolio |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| General Motors Investment Management Corp |
4 |
| First Horizon Corp |
4 |
| Brookfield Asset Management Inc. |
4 |
| Regentatlantic Capital Llc |
4 |
| Deltec Asset Management Llc |
4 |
| K.J. Harrison & Partners Inc |
4 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Westport Resources Management Inc |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| International Assets Investment Management, Llc |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| North Star Investment Management Corp. |
4 |
| Horizon Kinetics LLC |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| Tradewinds Capital Management, LLC |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Perella Weinberg Partners Capital Management LP |
4 |
| Pinnacle Summer Investments, Inc. |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Capital Fund Management S.a. |
4 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class |
4 |
| ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
4 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| Americafirst Capital Management, Llc |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Plato Investment Management Ltd |
4 |
| Smartleaf Asset Management LLC |
4 |
| Disciplined Investments, LLC |
4 |
| Ci Investments Inc. |
4 |
| JustInvest LLC |
4 |
| AT Bancorp |
4 |
| Kingdon Capital Management, L.l.c. |
4 |
| Regal Investment Advisors LLC |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| LMR Master Fund Ltd |
4 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
| Skopos Labs, Inc. |
4 |
| Winton Capital Management Ltd |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Quest Partners LLC |
4 |
| CenterStar Fund, LLC |
4 |
| Principal Securities, Inc. |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Nordea Investment Management Ab |
4 |
| Primecap Management Co/ca/ |
4 |
| Bb&t Securities, Llc |
4 |
| Horrell Capital Management, Inc. |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| NewSquare Capital LLC |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Kanaly Trust Co |
4 |
| Archer Investment Corp |
4 |
| CVA Family Office, LLC |
4 |
| Ensign Peak Advisors, Inc |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Mirabella Financial Services Llp |
4 |
| Twinbeech Capital Lp |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Cinctive Capital Management LP |
4 |
| Ivory Investment Management, Llc |
4 |
| Arkadios Wealth Advisors |
4 |
| Jd Capital Management Llc |
4 |
| GLG Partners LP |
4 |
| Woodline Partners LP |
4 |
| Pictet Asset Management Sa |
4 |
| Waddell & Reed Financial Inc |
4 |
| Glg Llc |
4 |
| Vestcor Inc |
4 |
| TIG Advisors, LLC |
4 |
| Keebeck Alpha, LP |
4 |
| Calamos Advisors LLC |
4 |
| Banque Cantonale Vaudoise |
4 |
| Mycio Wealth Partners, Llc |
4 |
| Spdr S&p Midcap 400 Etf Trust |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Aigen Investment Management, Lp |
4 |
| Denver Investment Advisors Llc |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| Mather Group, Llc. |
4 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
| TradeLink Capital LLC |
4 |
| Gofen & Glossberg Llc /il/ |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| First Mercantile Trust Co |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Paradigm Capital Management Inc/ny |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| GAMMA Investing LLC |
4 |
| Intersect Capital LLC |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Hanseatic Management Services Inc |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| First Quadrant L P/ca |
4 |
| CenturyLink Investment Management Co |
4 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
| Shinko Asset Management Co., Ltd. |
4 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| Oakbrook Investments Llc |
4 |
| American National Bank |
4 |
| Sigma Planning Corp |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| Delta Asset Management Llc/tn |
4 |
| DAVENPORT & Co LLC |
4 |
| Alpha Windward Llc |
4 |
| Fortitude Family Office, LLC |
4 |
| Anchor Investment Management, LLC |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| Quotient Investors, LLC |
4 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
4 |
| Contravisory Investment Management, Inc. |
4 |
| Benjamin F. Edwards & Company, Inc. |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Pictet Asset Management Holding SA |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| West Oak Capital, LLC |
4 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
4 |
| Hollencrest Capital Management |
4 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
| Vident Advisory, LLC |
4 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| Bruderman Asset Management, LLC |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
| ETRADE Capital Management LLC |
4 |
| CTC Alternative Strategies, Ltd. |
4 |
| Mackenzie Financial Corp |
4 |
| Boussard & Gavaudan Investment Management LLP |
4 |
| Contrarius Investment Management Ltd |
4 |
| Alpha Cubed Investments, LLC |
4 |
| Ws Management Lllp |
4 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
| Ssi Investment Management Llc |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| Winfield Associates, Inc. |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| Bremer Trust National Association |
4 |
| EAM Investors, LLC |
4 |
| Capital One, National Association |
4 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
| Mackay Shields Llc |
4 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| Trust Co |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Integrated Wealth Management |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| Cowen Group, Inc. |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| Kessler Investment Group, LLC |
4 |
| Crestline Management, LP |
4 |
| HighPoint Advisor Group LLC |
4 |
| Navellier & Associates Inc |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| Sunbelt Securities, Inc. |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
| Saiers Capital, LLC |
4 |
| Gts Securities Llc |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
4 |
| Ada Investment Management, LP |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
4 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
4 |
| ORG Partners LLC |
4 |
| State of New Jersey Common Pension Fund D |
4 |
| Strategic Global Advisors, LLC |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| Exchange Traded Concepts, Llc |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| Wbi Investments, Inc. |
4 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
4 |
| Boston Private Bank & Trust Co |
4 |
| Frontier Wealth Management LLC |
4 |
| Mv Capital Management, Inc. |
4 |
| Vanguard Whitehall Funds |
4 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
4 |
| Brinker Capital Inc |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| 1832 Asset Management L.P. |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| Virginia Retirement System |
4 |
| Sandler Capital Management |
4 |
| Cetera Advisors LLC |
4 |
| Cetera Advisor Networks LLC |
4 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
4 |
| JNBA Financial Advisors |
4 |
| FDx Advisors, Inc. |
4 |
| Shellback Capital, LP |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Tucker Asset Management Llc |
4 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
| Asset Dedication, LLC |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| Blackstone Group Inc |
4 |
| Washington Trust Bank |
4 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
4 |
| Penserra Capital Management LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
| Brevan Howard Capital Management LP |
4 |
| Toronto Dominion Bank |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Martingale Asset Management L P |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| Turner Investments, L.p. |
4 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
4 |
| Hancock Whitney Corp |
4 |
| Bokf, Na |
4 |
| Klp Kapitalforvaltning As |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| Graticule Asia Macro Advisors LLC |
4 |
| Institute for Wealth Management, LLC. |
4 |
| BTG Pactual Global Asset Management Ltd |
4 |
| RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares |
4 |
| WASHINGTON TRUST Co |
4 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
4 |
| Point72 Middle East FZE |
4 |
| Advisors Preferred, LLC |
4 |
| True Wealth Design, LLC |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| Dynamic Capital Management Ltd |
4 |
| Ajo, Lp |
4 |
| Nokota Management, LP |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| Readystate Asset Management Lp |
4 |
| Sterling Ridge Capital Management LP |
4 |
| 361 Capital Llc |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
4 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
4 |
| Edgestream Partners, L.P. |
4 |
| Northwestern Mutual Investment Services Llc |
4 |
| Headlands Technologies LLC |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| Quarry LP |
4 |
| Bronson Point Management LLC |
4 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Axq Capital, Lp |
4 |
| Qsemble Capital Management, LP |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| Venturi Wealth Management, LLC |
4 |
| Mosaic Family Wealth, LLC |
4 |
| Itau Unibanco Holding S.A. |
4 |
| First National Bank Of Omaha |
4 |
| Associated Banc-corp |
4 |
| New Mexico Educational Retirement Board |
4 |
| Dubuque Bank & Trust Co |
4 |
| People's United Financial, Inc. |
4 |
| Capula Management Ltd |
4 |
| Kernodle & Katon Asset Management Group, LLC |
4 |
| First Personal Financial Services |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| NatWest Group plc |
4 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
| Adage Capital Partners Gp, L.l.c. |
4 |
| Deere & Co |
4 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
| Schonfeld Group Holdings LLC |
4 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| DRW Securities, LLC |
4 |
| AHL Partners LLP |
4 |
| Handelsbanken Fonder AB |
4 |
| Whipplewood Advisors, LLC |
4 |
| Pergamon Offshore Advisors, L.P. |
4 |
| Lebenthal Asset Management, LLC |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| Brinker Capital Investments, LLC |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| Bank Of Nova Scotia |
4 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Employees Retirement System of Texas |
4 |
| Baird Robert W & Co Inc /wi/ |
4 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
4 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| Munder Capital Management |
4 |
| Man Investments Ltd |
4 |
| Cable Hill Partners, LLC |
4 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
4 |
| Societe Generale |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| Aristotle Fund, L.p. |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Levin Capital Strategies, L.p. |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| Elite Wealth Management, Inc. |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| Jacobi Capital Management LLC |
4 |
| United Capital Financial Advisers, Llc |
4 |
| Xact Kapitalforvaltning AB |
4 |
| Lenox Wealth Management, Inc. |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| AGF Investments LLC |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| 1060 Capital, LLC |
4 |
| Versor Investments LP |
4 |
| Hartland & Co., LLC |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
| Teza Capital Management LLC |
4 |
| Amtrust Financial Services, Inc. |
4 |
| Capital Investment Advisory Services, LLC |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| Pittenger & Anderson Inc |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| SRS Capital Advisors, Inc. |
4 |
| Lee Financial Co |
4 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
| IHT Wealth Management, LLC |
4 |
| Tyers Asset Management LLC |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
| Cigna Investments Inc /new |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
| Vise Technologies, Inc. |
4 |
| SpiderRock Advisors, LLC |
4 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| Lido Advisors, LLC |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
| Amalgamated Financial Corp. |
4 |
| Veritable, L.P. |
4 |
| Bogart Wealth, LLC |
4 |
| Edge Advisors, Llc |
4 |
| Csenge Advisory Group |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
| Valeo Financial Advisors, LLC |
4 |
| Belpointe Asset Management LLC |
4 |
| XR Securities LLC |
4 |
| Profunds - Profund Vp Ultramid-cap |
4 |
| Profunds - Profund Vp Mid-cap Value |
4 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| Wells Fargo Utilities & High Income Fund |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
| Vanguard Horizon Funds |
4 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| Erste Asset Management GmbH |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| Voya Senior Income Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
4 |
| Brown Advisory Inc |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| Lloyds Banking Group plc |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| Nuveen Senior Income Fund |
4 |
| Nuveen Floating Rate Income Fund |
4 |
| Nuveen Floating Rate Income Opportunity Fund |
4 |
| Nuveen Short Duration Credit Opportunities Fund |
4 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
4 |
| Putnam Premier Income Trust |
4 |
| Jennison Associates Llc |
4 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| Adirondack Trust Co |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| SummitTX Capital, L.P. |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
4 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
4 |
| Forum Financial Management, LP |
4 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
4 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| Aquatic Capital Management LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| Nuveen Diversified Dividend & Income Fund |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
| Divisadero Street Capital Management, LP |
4 |
| First Eagle Investment Management, LLC |
4 |
| Corton Capital Inc. |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
| SJS Investment Consulting Inc. |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
4 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
4 |
| Covestor Ltd |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| Boulder Hill Capital Management Lp |
4 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
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 |
| Aster Capital Management (DIFC) Ltd |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
| V Wealth Advisors LLC |
3 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Optimal Asset Management, Inc. |
3 |
| CMT Asset Management Ltd |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
3 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
3 |
| Nebula Research & Development LLC |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
3 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| Palmer Square Opportunistic Income Fund |
3 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
3 |
| Formidable Asset Management, LLC |
3 |
| Ikos Cif Ltd |
3 |
| Pitcairn Co |
3 |
| Claraphi Advisory Network, LLC |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
| New York Life Trust Co |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
3 |
| Caas Capital Management Lp |
3 |
| tru Independence LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Horan Securities, Inc. |
3 |
| XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
3 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| Contrarian Capital Management, L.l.c. |
3 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
3 |
| MBEQX - M FUND INC - M International Equity Fund |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| Endurance Wealth Management, Inc. |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Exane Derivatives |
3 |
| RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
3 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
3 |
| Syntal Capital Partners, LLC |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
| Maple Securities Usa Inc |
3 |
| Overland Advisors, LLC |
3 |
| Commerce Bank |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| Li Winifred I |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
| Restructuring Capital Associates Lp |
3 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
3 |
| ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| Passport Capital, LLC |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| ClariVest Asset Management LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
3 |
| Force Capital Management LLC |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| Ilex Capital Partners (UK) LLP |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| Quent Capital, LLC |
3 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
3 |
| Firefly Value Partners, LP |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| PGGM Investments |
3 |
| Hl Financial Services Llc |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| TD Securities (USA) LLC |
3 |
| Commonwealth Equity Services, Inc |
3 |
| AlphaCentric Advisors LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| EntryPoint Capital, LLC |
3 |
| National Planning Corp |
3 |
| Herndon Capital Management Llc |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
3 |
| Sanctuary Advisors, LLC |
3 |
| Tremblant Capital Group |
3 |
| Entropy Technologies, LP |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
3 |
| Rothschild Asset Management Inc |
3 |
| Roble, Belko & Company, Inc |
3 |
| FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
3 |
| Appaloosa Lp |
3 |
| Pt Asset Management, Llc |
3 |
| Standard Life Investments LTD |
3 |
| Bow Street, Llc |
3 |
| Dreman Value Management, L L C |
3 |
| Evercore Trust Company, N.A. |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| Water Island Capital Llc |
3 |
| Meru Capital Group, LP |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
3 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| Chesapeake Partners Management Co Inc/md |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
3 |
| Howard Hughes Medical Institute |
3 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
| nVerses Capital, LLC |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Bp Plc |
3 |
| Financial Management Professionals, Inc. |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Argentus Capital Management, LLC |
3 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Great Lakes Advisors, Llc |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
| NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
3 |
| Central Bank & Trust Co |
3 |
| Allianzgi Equity & Convertible Income Fund |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
| American Independence Financial Services LLC |
3 |
| Sii Investments Inc/wi |
3 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
3 |
| Cognios Capital, LLC |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| Columbia Partners L L C Investment Management |
3 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
3 |
| T2 Partners Management, LP |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| Caxton Associates Llp |
3 |
| Integrated Investment Consultants, LLC |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| Tcw Group Inc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| Lebenthal Holdings,LLC |
3 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
3 |
| Monarch Partners Asset Management LLC |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
3 |
| BlueMar Capital Management, LLC |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| Jabre Capital Partners S.A. |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| Rialto Wealth Management, LLC |
3 |
| Integrated Wealth Counsel, Llc |
3 |
| Rainier Investment Management Llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| Cambria Investment Management, L.P. |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| Quantedge Capital Pte Ltd |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
| Anchorage Capital Group, L.L.C. |
3 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
3 |
| Wesbanco Bank Inc |
3 |
| GoodHaven Capital Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| IBUY - Amplify ETF Trust - Amplify Online Retail ETF |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
| Vantage Investment Advisors, LLC |
3 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
| West Tower Group, LLC |
3 |
| Swedbank AB |
3 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
| Colonial Trust Advisors |
3 |
| Eqis Capital Management, Inc. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| Icon Advisers Inc/co |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| Garnet Equity Capital Holdings, Inc. |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
3 |
| Bailard, Inc. |
3 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| Columbia Wanger Asset Management Llc |
3 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
3 |
| Virtus ETF Advisers LLC |
3 |
| Signet Financial Management, Llc |
3 |
| QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
| Kula Investments, LLC |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| Point72 (DIFC) Ltd |
3 |
| Bluefin Capital Management, Llc |
3 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
3 |
| Barrett Asset Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| Ccm Investment Group, Llc |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| Kings Point Capital Management |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Euclidean Technologies Management, LLC |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
3 |
| Capital Research Global Investors |
3 |
| Maryland State Retirement & Pension System |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| IPG Investment Advisors LLC |
3 |
| Duquesne Family Office LLC |
3 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Vantage Consulting Group Inc |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| qPULA Trading Management LP |
3 |
| Fred Alger Management, Llc |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Allstate Corp |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| Charter Oak Capital Management, LLC |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| Inspire Advisors, LLC |
3 |
| Greenleaf Trust |
3 |
| Vontobel Holding Ltd. |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| 40 North Management LLC |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| Highland Capital Management Lp |
3 |
| Freedman Financial Associates, Inc. |
3 |
| Kowal Investment Group, LLC |
3 |
| Childress Capital Advisors, Llc |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Clearbridge Investments, LLC |
3 |
| Private Wealth Asset Management, LLC |
3 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| Orbitronix, LP |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| Brant Point Investment Management Llc |
3 |
| Guardian Capital Lp |
3 |
| Shay Capital LLC |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Continuum Advisory, LLC |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| HFM Investment Advisors, LLC |
3 |
| Money Concepts Capital Corp |
3 |
| Harvest Management Llc |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| First City Capital Management, Inc. |
3 |
| Genesee Valley Trust Co |
3 |
| Euclid Advisors LLC |
3 |
| Ibex Investors LLC |
3 |
| New England Capital Financial Advisors LLC |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| Mfs Intermediate High Income Fund |
3 |
| Perkins Investment Management, LLC |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| Trustmark National Bank Trust Department |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| Fund 1 Investments, LLC |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| Gardner Lewis Asset Management L P |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| Arbiter Partners Capital Management LLC |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| South Texas Money Management Ltd |
3 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
3 |
| ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF |
3 |
| Wealthfront Inc |
3 |
| Pacitti Group Inc. |
3 |
| CapWealth Advisors, LLC |
3 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
3 |
| Ivy High Income Opportunities Fund |
3 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| Beck Bode, LLC |
3 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
3 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
3 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Allegis Investment Advisors, LLC |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| Congress Asset Management Co /ma |
3 |
| Olstein Capital Management, L.P. |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| P.a.w. Capital Corp |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| Tourbillon Capital Partners, L.P. |
3 |
| Avalon Global Asset Management LLC |
3 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
3 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
3 |
| USA Financial Portformulas Corp |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
3 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
| Clearline Capital LP |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
3 |
| Scotia Capital Inc. |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| SHEH - Precidian ETFs Trust - Shell plc ADRhedged |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| Arden Investment Series Trust |
3 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| Boston Private Wealth Llc |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
3 |
| Chimera Capital Management LLC |
3 |
| HB Wealth Management, LLC |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| Jump Trading, Llc |
3 |
| GeoWealth Management, LLC |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| D'Orazio & Associates, Inc. |
3 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Arden Trust Co |
3 |
| Us Financial Advisors, Llc |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| Ashton Thomas Securities, Llc |
3 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| Security National Trust Co |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
3 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
3 |
| Andromeda Capital LLC |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| Driehaus Capital Management Llc |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| Railway Pension Investments Ltd |
3 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| Joseph P. Lucia & Associates, LLC |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| Prestige Wealth Management Group LLC |
3 |
| Cca Investments Trust |
3 |
| Guardian Investor Services Llc |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
3 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
3 |
| Placemark Investments, Inc. |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| BlueCrest Capital Management LLP |
3 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| Whitnell & Co. |
3 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
3 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| Oak Thistle LLC |
3 |
| Opseu Pension Plan Trust Fund |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
| Banyan Partners, LLC |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| Davidson Kempner Capital Management LLC |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| Forty4 Asset Management LLC |
3 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
3 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
3 |
| SevenBridge Financial Group, LLC |
3 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
3 |
| Liberty Wealth Management Llc |
3 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
| Machina Capital S.a.s. |
3 |
| Steadfast Capital Management Lp |
3 |
| DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
3 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| Executive Wealth Management, LLC |
3 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
| Alerus Financial Na |
3 |
| Delphi Private Advisors LLC |
3 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
| Cascade Investment Advisors, Inc. |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| Bellwether Investment Group, LLC |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
| Wilmington Funds Management Corp |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
3 |
| Intech Investment Management Llc |
3 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
3 |
| Old Mission Capital Llc |
3 |
| Delphia (USA) Inc. |
3 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
| Dfa Investment Trust Co - The Dfa International Value Series |
3 |
| Amerivest Investment Management LLC |
3 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
3 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
3 |
| Corient Capital Partners, LLC |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| Qtron Investments LLC |
3 |
| RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
3 |
| AustralianSuper Pty Ltd |
3 |
| Human Investing LLC |
3 |
| Aspire Private Capital, LLC |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| Simon Quick Advisors, Llc |
3 |
| Claro Advisors LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
| Wealthfront Advisers Llc |
3 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
| Wetherby Asset Management Inc |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
3 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| JT Stratford LLC |
3 |
| HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund |
3 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
3 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| Alera Investment Advisors, LLC |
3 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
| Seeyond |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
3 |
| Nokomis Capital, L.L.C. |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| Core Bond Portfolio - Core Bond Portfolio |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
| Polianta Ltd |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| Mason Street Advisors, Llc |
3 |
| Estabrook Capital Management |
3 |
| Financial Advisors Network, Inc. |
3 |
| Symmetry Partners, LLC |
3 |
| Neo Ivy Capital Management |
3 |
| P Schoenfeld Asset Management Lp |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| Metis Global Partners, LLC |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| Empowered Funds, LLC |
3 |
| Pinnacle Financial Partners Inc |
3 |
| Empirical Finance, LLC |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| Islet Management, LP |
3 |
| HHM Wealth Advisors, LLC |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| Avantax Advisory Services, Inc. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| Ksa Capital Management, Llc |
3 |
| Blenheim Capital Management, BV |
3 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
3 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| Independent Advisor Alliance |
3 |
| Cibc World Markets Corp |
3 |
| Ameritas Investment Corp |
3 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
3 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| Woodson Capital Management, LP |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| AE Wealth Management LLC |
3 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
3 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
| Townsquare Capital Llc |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| Riverview Trust Co |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
3 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
3 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
3 |
| Crawford Lake Capital Management, LLC |
3 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
| Seminole Management Co., Inc. |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| IFM Investors Pty Ltd |
3 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
3 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
3 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| Assenagon Asset Management S.A. |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Ellevest, Inc. |
3 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
3 |
| Mfs Multimarket Income Trust |
3 |
| Green Square Capital Advisors Llc |
3 |
| Pentwater Capital Management LP |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| Wakefield Asset Management LLLP |
3 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
3 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
| Apex Capital Management |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Impax Asset Management Group plc |
3 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
3 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
| Achmea Investment Management B.V. |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| Community Bank, N.A. |
3 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
3 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| BDO Wealth Advisors, LLC |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
3 |
| Pendal Group Ltd |
3 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
3 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
| ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
3 |
| Tcwp Llc |
3 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
| Donoghue Forlines LLC |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Hodges Capital Management Inc. |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
| Newport Trust Co |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| Standard Life Aberdeen plc |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Profunds - Profund Vp Ultrasmall-cap |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Profunds - Profund Vp Consumer Services |
3 |
| Cerebellum GP, LLC |
3 |
| Profunds - Profund Vp Small-cap Value |
3 |
| FrontFour Capital Group LLC |
3 |
| Castleview Partners, Llc |
3 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
| Profunds - Profund Vp Small-cap |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
3 |
| Front Row Advisors LLC |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Vanguard Index Funds |
3 |
| Palisade Capital Management Llc/nj |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| Signature Wealth Management Group |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| Certified Advisory Corp |
3 |
| CNB Bank |
3 |
| Loews Corp |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| Mad River Investors |
3 |
| Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| Fulton Bank, N.a. |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| Toth Financial Advisory Corp |
3 |
| TrimTabs Asset Management, LLC |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Denali Advisors Llc |
3 |
| Wunderlich Securities, Inc. |
3 |
| Daiwa SB Investments Ltd. |
3 |
| Edge Wealth Management LLC |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
3 |
| Krilogy Financial LLC |
3 |
| Seelaus Asset Management LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| Exxonmobil Investment Management Inc /tx |
3 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
| Dakota Wealth Management |
3 |
| West Paces Advisors Inc. |
3 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| Avestar Capital, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Masters Capital Management Llc |
3 |
| Balentine LLC |
3 |
| VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
3 |
| Wade G W & Inc |
3 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
3 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| Webster Bank, N. A. |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
| Fisher Asset Management, LLC |
3 |
| Salem Investment Counselors Inc |
3 |
| Eisler Capital Management Ltd. |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
3 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
3 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
| Tompkins Financial Corp |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
3 |
| City Holding Co |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| DSAM Partners (London) Ltd |
3 |
| Pinnacle Associates Ltd |
3 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
3 |
| Banco de Sabadell, S.A |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| Foundry Partners, LLC |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
3 |
| Cohen Capital Management, Inc. |
3 |
| DnB Asset Management AS |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| Price Capital Management, Inc. |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| Norden Group Llc |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
3 |
| Van Eck Associates Corp |
3 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
| Capital Markets Trading UK LLP |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| Winch Advisory Services, LLC |
3 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| SWS Partners |
3 |
| Bowling Portfolio Management LLC |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| Bayforest Capital Ltd |
3 |
| Artemis Investment Management LLP |
3 |
| Gladius Capital Management LP |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| FormulaFolio Investments, LLC |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| Nbc Securities, Inc. |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| Arrow Financial Corp |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Hexavest Inc. |
3 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
3 |
| Twin Capital Management Inc |
3 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
3 |
| Tarbox Family Office, Inc. |
3 |
| Highstreet Asset Management Inc. |
3 |
| Cadian Capital Management, Lp |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| Icm Asset Management Inc/wa |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
| First Midwest Bank Trust Division |
3 |
| Isthmus Partners, Llc |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Shamrock Asset Management LLC |
3 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
| Hudock, Inc. |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| Annex Advisory Services, LLC |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| AlphaMark Advisors, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| Semanteon Capital Management, LP |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| Rydex Etf Trust |
3 |
| Peak6 Llc |
3 |
| M&g Investment Management Ltd |
3 |
| Transce3nd, LLC |
3 |
| Newfound Research LLC |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| MUFG Securities EMEA plc |
3 |
| Savant Capital, LLC |
3 |
| Financial Sense Advisors, Inc. |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| First Interstate Bank |
3 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
3 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
3 |
| Anchor Capital Advisors Llc |
3 |
| Macroview Investment Management Llc |
3 |
| Conning Inc. |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
| Fosun International Ltd |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
3 |
| Ieq Capital, Llc |
3 |
| Bank Of Hawaii |
3 |
| Alambic Investment Management, L.P. |
3 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
3 |
| Venture Visionary Partners LLC |
3 |
| CWM Advisors, LLC |
3 |
| Fiera Capital Corp |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| YACKX - AMG FUNDS - AMG Yacktman Fund Class I |
3 |
| Eidelman Virant Capital |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Morgan Dempsey Capital Management Llc |
3 |
| Ledyard National Bank |
3 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| AMF Pensionsforsakring AB |
3 |
| Islay Capital Management, Llc |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| Pennsylvania Trust Co |
3 |
| First Command Advisory Services, Inc. |
3 |
| National Pension Service |
3 |
| Kehrs Ridge Capital,LLC |
3 |
| Lorber David A |
3 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
3 |
| Premia Global Advisors, Llc |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| WealthTrak Capital Management LLC |
3 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
| Texas Capital Bank Wealth Management Services Inc |
3 |
| Kennedy Capital Management, Inc. |
3 |
| Founders Financial Securities Llc |
3 |
| Athanor Capital, Lp |
3 |
| Xponance, Inc. |
3 |
| Capital Performance Advisors Llp |
3 |
| Berman Capital Advisors, LLC |
3 |
| Allen Investment Management LLC |
3 |
| Atalanta Sosnoff Capital, Llc |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| MIK Capital, LP |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| Usca Ria Llc |
3 |
| FORA Capital, LLC |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| Raymond James Trust N.a. |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| Umb Bank N A/mo |
3 |
| Diversified Trust Co |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| UniSuper Management Pty Ltd |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Column Capital Advisors, LLC |
3 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
| APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF |
3 |
| Hartford Investment Management Co |
3 |
| Boston Partners |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N |
3 |
| Hm Payson & Co |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| Metropolitan Capital Advisors Inc |
3 |
| Ethic Inc. |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Loeb Partners Corp |
3 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| Avalon Advisors, Llc |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| Mount Lucas Management LP |
3 |
| Candlestick Capital Management LP |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| Princeton Capital Management Llc |
3 |
| Cnh Partners Llc |
3 |
| Impala Asset Management LLC |
3 |
| Deseret Mutual Benefit Administrators |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Merit Financial Group, LLC |
3 |
| Keybank National Association/oh |
3 |
| Visionary Asset Management, Inc. |
3 |
| CR Intrinsic Investors, LLC |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| Echo Street Capital Management LLC |
3 |
| Colony Group Llc |
3 |
| Mizuho Securities Usa Llc |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| Agf Investments Inc. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Charter Trust Co |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard |
3 |
| HG Vora Capital Management, LLC |
3 |
| FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class |
3 |
| Janney Capital Management LLC |
3 |
| Usaa Etf Trust |
3 |
| Piermont Capital Management LLC |
3 |
| Capital Wealth Planning, LLC |
3 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
| Lsv Asset Management |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
| MYDA Advisors LLC |
3 |
| Truewealth Llc |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| Peconic Partners Llc |
3 |
| Yousif Capital Management, Llc |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| Mraz, Amerine & Associates, Inc. |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
3 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
3 |
| AdvisorShares Investments LLC |
3 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
3 |
| Dean Investment Associates, Llc |
3 |
| Highland Capital Management, Llc |
3 |
| Altfest L J & Co Inc |
3 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
| Impact Partnership Wealth, LLC |
3 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Icon Wealth Partners, LLC |
3 |
| WPG Advisers, LLC |
3 |
| Nair Vinay |
3 |
| PartnerRe Asset Management CORP |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Meritage Portfolio Management |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| Blume Capital Management, Inc. |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| Mutual Advisors, LLC |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
| GEM Realty Capital |
3 |
| Chase Investment Counsel Corp |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| Telemetry Investments, L.L.C. |
3 |
| USS Investment Management Ltd |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| Private Wealth Management Group, LLC |
3 |
| Corbenic Partners LLC |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Harbor Investment Advisory, Llc |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| Sachetta, LLC |
3 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
| RHJ International SA |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
3 |
| Westchester Capital Management, LLC |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| Crewe Advisors LLC |
3 |
| Smith Asset Management Group Lp |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Manatuck Hill Partners, LLC |
3 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
3 |
| Hoplite Capital Management, L.p. |
3 |
| Dorsal Capital Management, LLC |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| Paradigm Asset Management Co Llc |
3 |
| Yorktown Management & Research Co Inc |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Jana Partners Llc |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| Serengeti Asset Management LP |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
3 |
| Galaxy Capital Trading Ltd |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| Ziegler Capital Management, LLC |
3 |
| Sunnymeath Asset Management, Inc. |
3 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
3 |
| St Germain D J Co Inc |
3 |
| Independence Bank of Kentucky |
3 |
| Squar Milner Financial Services Llc |
3 |
| Trilogy Capital Inc. |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| Peddock Capital Advisors, Llc |
3 |
| Glg Inc. |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Avenue Income Credit Strategies Fund |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| Grove Bank & Trust |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
