| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
64 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
61 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
58 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
58 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
58 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
55 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
54 |
| OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
54 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
53 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
52 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
52 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
49 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
47 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
46 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
44 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
43 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
42 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
40 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
38 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
38 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
38 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
38 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
37 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
37 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
36 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
34 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
34 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
34 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
34 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
33 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
33 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
33 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
32 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
32 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
32 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
31 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
31 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
31 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
30 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
30 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
30 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
29 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
29 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
29 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
29 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
29 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
28 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
28 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
28 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
28 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
28 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
27 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
27 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
26 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
26 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
26 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
26 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
26 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
26 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
26 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
26 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
26 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
26 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
26 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
26 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
25 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
25 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
25 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
25 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
25 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
24 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
24 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
24 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
24 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
24 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
24 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
24 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
24 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
23 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
23 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
23 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
23 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
23 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
23 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
23 |
| MASTER BOND LLC - Master Total Return Portfolio |
22 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
22 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
22 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
22 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
22 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
22 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
21 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
21 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
21 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
21 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
21 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
21 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
21 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
21 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
21 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
21 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
21 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
21 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
21 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
21 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
21 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
20 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
20 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
20 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
20 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
20 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
20 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
20 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
20 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
20 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
20 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
20 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
20 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
20 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
20 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
20 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
19 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
19 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
19 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
19 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
19 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
19 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
19 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
19 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
19 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
19 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
19 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
19 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
19 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
19 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
19 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
18 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
18 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
18 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
18 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
18 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
18 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
18 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
18 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
18 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
18 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
18 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
18 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
17 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
17 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
17 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
17 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
17 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
17 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
17 |
| Morgan Stanley |
17 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
17 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
17 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
17 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
17 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
17 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
17 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
17 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
17 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
17 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
17 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
17 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
17 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
17 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
17 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
17 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
17 |
| Jpmorgan Chase & Co |
17 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
16 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
16 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
16 |
| UBS Group AG |
16 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
16 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
16 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
16 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
16 |
| Bank Of America Corp /de/ |
16 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
16 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
16 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
16 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
16 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
16 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
16 |
| Vanguard Group Inc |
16 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
16 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
16 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
16 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
16 |
| Goldman Sachs Group Inc |
16 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
16 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
16 |
| Citigroup Inc |
16 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
15 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
15 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
15 |
| Wells Fargo & Company/mn |
15 |
| Citadel Advisors Llc |
15 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
15 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
15 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
15 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
15 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
15 |
| Six Circles Trust - Six Circles Global Bond Fund |
15 |
| Barclays Plc |
15 |
| Invesco Bond Fund |
15 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
15 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
15 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
15 |
| Renaissance Technologies Llc |
15 |
| Tower Research Capital LLC (TRC) |
15 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
15 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
15 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
15 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
15 |
| Pacer Advisors, Inc. |
15 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
15 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
15 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
15 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
15 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
15 |
| Deutsche Bank Ag\ |
15 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
15 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
15 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
15 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
14 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
14 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
14 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
14 |
| Sonora Investment Management, LLC |
14 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
14 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
14 |
| Susquehanna International Group, Llp |
14 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
14 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
14 |
| Eaton Vance Ltd Duration Income Fund |
14 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
14 |
| Rhumbline Advisers |
14 |
| Royal Bank Of Canada |
14 |
| FundVantage Trust - Verplanck Balanced Fund |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
14 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
14 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
14 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
14 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
14 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
14 |
| Northern Trust Corp |
14 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
14 |
| Jane Street Group, Llc |
14 |
| Geode Capital Management, Llc |
14 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
14 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
14 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
14 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
14 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
14 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
14 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
14 |
| State Street Corp |
14 |
| IFP Advisors, Inc |
14 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
14 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
14 |
| BlackRock, Inc. |
14 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
14 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
14 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
14 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
14 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
14 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
14 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
13 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
13 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
13 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
13 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
13 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
13 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
13 |
| Charles Schwab Investment Management Inc |
13 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
13 |
| Proequities, Inc. |
13 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
13 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
13 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
13 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
13 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
13 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
13 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
13 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
13 |
| SG Americas Securities, LLC |
13 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
13 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
13 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
13 |
| Two Sigma Advisers, Lp |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
13 |
| Credit Suisse Ag/ |
13 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
13 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
13 |
| New York State Common Retirement Fund |
13 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
13 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
13 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
13 |
| Aqr Capital Management Llc |
13 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
13 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
13 |
| Virtu Financial LLC |
13 |
| Invesco Ltd. |
13 |
| Millennium Management Llc |
13 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
13 |
| John Hancock Income Securities Trust |
13 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
13 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
13 |
| Two Sigma Investments, Lp |
13 |
| Fmr Llc |
13 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
13 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
13 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| Parametric Portfolio Associates Llc |
13 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
13 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
13 |
| Cubist Systematic Strategies, LLC |
13 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
13 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
13 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
13 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
13 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
12 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
12 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
12 |
| Strs Ohio |
12 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
12 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
12 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
12 |
| Blackrock Ltd Duration Income Trust |
12 |
| California State Teachers Retirement System |
12 |
| First Horizon Advisors, Inc. |
12 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
12 |
| Prelude Capital Management, Llc |
12 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
12 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
12 |
| Nomura Holdings Inc |
12 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
12 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
12 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
12 |
| Ameriprise Financial Inc |
12 |
| Bank of New York Mellon Corp |
12 |
| Ladenburg Thalmann Financial Services Inc |
12 |
| Bnp Paribas Arbitrage, Sa |
12 |
| Paloma Partners Management Co |
12 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
12 |
| American International Group, Inc. |
12 |
| Group One Trading, L.p. |
12 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
12 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
12 |
| California Public Employees Retirement System |
12 |
| Gsa Capital Partners Llp |
12 |
| Nuveen Asset Management, LLC |
12 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
12 |
| Wellington Management Group Llp |
12 |
| D. E. Shaw & Co., Inc. |
12 |
| Huntington National Bank |
12 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
12 |
| Simplex Trading, Llc |
12 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
12 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
12 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
12 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
12 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
12 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
12 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
12 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
12 |
| Us Bancorp \de\ |
12 |
| Blair William & Co/il |
12 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
12 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
12 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
12 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
12 |
| Bank Of Montreal /can/ |
12 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
12 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
12 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
12 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
12 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
12 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
12 |
| Captrust Financial Advisors |
12 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
12 |
| Pnc Financial Services Group, Inc. |
12 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
12 |
| Boston Advisors Llc |
11 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
11 |
| Advisory Services Network, LLC |
11 |
| Public Employees Retirement Association Of Colorado |
11 |
| Northwestern Mutual Wealth Management Co |
11 |
| Hsbc Holdings Plc |
11 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
11 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
11 |
| Adage Capital Partners Gp, L.l.c. |
11 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
11 |
| Principal Financial Group Inc |
11 |
| Marshall Wace, Llp |
11 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
11 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
11 |
| A.R.T. Advisors, LLC |
11 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
11 |
| College Retirement Equities Fund |
11 |
| LS Investment Advisors, LLC |
11 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
11 |
| Panagora Asset Management Inc |
11 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
11 |
| BlackRock Fund Advisors |
11 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
11 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
11 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
11 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
11 |
| Alliancebernstein L.p. |
11 |
| Tiaa Cref Investment Management Llc |
11 |
| Public Employees Retirement System Of Ohio |
11 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
11 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
11 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
11 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
11 |
| Wolverine Asset Management Llc |
11 |
| Manufacturers Life Insurance Company, The |
11 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
11 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
11 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
11 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
11 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
11 |
| Ameritas Investment Partners, Inc. |
11 |
| Cutler Group LP |
11 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
11 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
11 |
| Oppenheimer Funds Inc |
11 |
| Teachers Advisors, Llc |
11 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
11 |
| Balyasny Asset Management Llc |
11 |
| Dimensional Fund Advisors Lp |
11 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
11 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
11 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
11 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
11 |
| Creative Planning |
11 |
| Quantbot Technologies LP |
11 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
11 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
11 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
11 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
11 |
| Lazard Asset Management Llc |
11 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
11 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| Acadian Asset Management Llc |
11 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
11 |
| Glenmede Trust Co Na |
11 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
11 |
| Stevens Capital Management Lp |
11 |
| Kcg Holdings, Inc. |
11 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
11 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
11 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
11 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
11 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
11 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
11 |
| Voya Investment Management Llc |
11 |
| Comerica Bank |
11 |
| Gabelli Funds Llc |
11 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
11 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
11 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
11 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
11 |
| Highlander Capital Management, LLC |
11 |
| Tudor Investment Corp Et Al |
11 |
| Legal & General Group Plc |
11 |
| Aperio Group, LLC |
11 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
11 |
| ProShare Advisors LLC |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
11 |
| State Board Of Administration Of Florida Retirement System |
11 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
11 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
11 |
| Federated Hermes, Inc. |
11 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
11 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
11 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
11 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
11 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
11 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
11 |
| Squarepoint Ops LLC |
11 |
| BlackRock Institutional Trust Company, N.A. |
11 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
11 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
11 |
| Verition Fund Management LLC |
11 |
| Managed Account Advisors Llc |
10 |
| Wolverine Trading, Llc |
10 |
| Cwm, Llc |
10 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
10 |
| Walleye Trading LLC |
10 |
| Teacher Retirement System Of Texas |
10 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
10 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
10 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
10 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
10 |
| VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
10 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
10 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
10 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
10 |
| New York State Teachers Retirement System |
10 |
| Two Sigma Securities, Llc |
10 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
10 |
| BlackRock Advisors LLC |
10 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
10 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
10 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
10 |
| Lord, Abbett & Co. Llc |
10 |
| Piedmont Investment Advisors Llc |
10 |
| Nationwide Fund Advisors |
10 |
| LPL Financial LLC |
10 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
10 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
10 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
10 |
| Natixis |
10 |
| Macquarie Group Ltd |
10 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
10 |
| Amalgamated Bank |
10 |
| Victory Capital Management Inc |
10 |
| United Services Automobile Association |
10 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
10 |
| Clear Street Markets Llc |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
10 |
| KBC Group NV |
10 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
10 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
10 |
| PineBridge Investments, L.P. |
10 |
| Profund Advisors Llc |
10 |
| Russell Frank Co/ |
10 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
10 |
| Sterling Capital Management LLC |
10 |
| Allianz Asset Management GmbH |
10 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
10 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
10 |
| Prudential Financial Inc |
10 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
10 |
| Voloridge Investment Management, Llc |
10 |
| Virginia Retirement Systems Et Al |
10 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
10 |
| Gamco Investors, Inc. Et Al |
10 |
| Royce & Associates Lp |
10 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
10 |
| O'shaughnessy Asset Management, Llc |
10 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
10 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
| Crossmark Global Holdings, Inc. |
10 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
10 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
10 |
| BlackRock Investment Management, LLC |
10 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
10 |
| PDT Partners, LLC |
10 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
10 |
| Capstone Investment Advisors, Llc |
10 |
| Point72 Asset Management, L.P. |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
10 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
10 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
10 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
10 |
| Canada Pension Plan Investment Board |
10 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
10 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
10 |
| State of Alaska, Department of Revenue |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
10 |
| Thrivent Financial For Lutherans |
10 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
10 |
| Great West Life Assurance Co /can/ |
10 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
10 |
| Metropolitan Life Insurance Co/ny |
10 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
10 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
10 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
10 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
10 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
10 |
| Price T Rowe Associates Inc /md/ |
10 |
| Russell Investments Group, Ltd. |
10 |
| State of Tennessee, Treasury Department |
10 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
10 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
| Guggenheim Capital Llc |
10 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
10 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
10 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
10 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
10 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
10 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
10 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
10 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
10 |
| Arizona State Retirement System |
10 |
| Swiss National Bank |
10 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
10 |
| First Trust Advisors Lp |
10 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
10 |
| Stifel Financial Corp |
10 |
| Jennison Associates Llc |
10 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
10 |
| Gotham Asset Management, LLC |
10 |
| Dupont Capital Management Corp |
10 |
| Connor, Clark & Lunn Investment Management Ltd. |
10 |
| State Farm Mutual Fund Trust |
10 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
10 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
10 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
10 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
10 |
| State Farm Variable Product Trust |
10 |
| Quadrant Capital Group Llc |
10 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
10 |
| Jefferies Group LLC |
10 |
| Envestnet Asset Management Inc |
10 |
| Campbell & CO Investment Adviser LLC |
10 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
| Fifth Third Bancorp |
10 |
| Mason Street Advisors, Llc |
10 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
10 |
| Oregon Public Employees Retirement Fund |
10 |
| Point72 Hong Kong Ltd |
10 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
10 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
9 |
| Alberta Investment Management Corp |
9 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
9 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
9 |
| Visium Asset Management, LP |
9 |
| Oppenheimer & Co Inc |
9 |
| Parkside Financial Bank & Trust |
9 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
9 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
9 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
9 |
| NEXT Financial Group, Inc |
9 |
| Ubs Ag |
9 |
| WFG Advisors, LP |
9 |
| First Republic Investment Management, Inc. |
9 |
| Trexquant Investment LP |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
9 |
| First Mercantile Trust Co |
9 |
| Martingale Asset Management L P |
9 |
| Numeric Investors Llc |
9 |
| Menta Capital Llc |
9 |
| Hancock Whitney Corp |
9 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
9 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
| Vanguard Index Funds |
9 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
9 |
| Vantagepoint Funds |
9 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
9 |
| Shell Asset Management Co |
9 |
| Laurion Capital Management LP |
9 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
9 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
9 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
9 |
| Nisa Investment Advisors, Llc |
9 |
| Lombard Odier Asset Management (USA) Corp |
9 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
9 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
9 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
| Ubs Asset Management Americas Inc |
9 |
| Core Bond Portfolio - Core Bond Portfolio |
9 |
| Franklin Resources Inc |
9 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
9 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
9 |
| Capital Fund Management S.a. |
9 |
| Marshall Wace North America L.P. |
9 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
9 |
| Dynamic Technology Lab Private Ltd |
9 |
| Hrt Financial Lp |
9 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
9 |
| Robeco Institutional Asset Management B.V. |
9 |
| Alyeska Investment Group, L.P. |
9 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
9 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
9 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
9 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
9 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
9 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
9 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
9 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
9 |
| ClariVest Asset Management LLC |
9 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
9 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
9 |
| James Investment Research Inc |
9 |
| Perceptive Advisors Llc |
9 |
| Raymond James & Associates |
9 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
9 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
9 |
| Toronto Dominion Bank |
9 |
| Louisiana State Employees Retirement System |
9 |
| Tiaa-cref Funds |
9 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
9 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
9 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
9 |
| Highbridge Capital Management Llc |
9 |
| Sei Investments Co |
9 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
9 |
| Continental Advisors Llc |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
9 |
| XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
9 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
9 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
9 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
9 |
| Bessemer Group Inc |
9 |
| Western Asset Premier Bond Fund |
9 |
| Fuller & Thaler Asset Management, Inc. |
9 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
9 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
9 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
9 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
9 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
9 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
9 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
9 |
| Putnam Investments Llc |
9 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
9 |
| Gemmer Asset Management LLC |
9 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
| Asset Management One Co., Ltd. |
9 |
| Global X Funds |
9 |
| Tcw Strategic Income Fund Inc |
9 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
9 |
| PEAK6 Investments, L.P. |
9 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
9 |
| Los Angeles Capital Management Llc |
9 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
9 |
| Capstone Asset Management Co |
9 |
| Plante Moran Financial Advisors, LLC |
9 |
| HAP Trading, LLC |
9 |
| State of New Jersey Common Pension Fund D |
9 |
| State Of Wisconsin Investment Board |
9 |
| Meeder Asset Management Inc |
9 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
9 |
| FineMark National Bank & Trust |
9 |
| Texas Permanent School Fund |
9 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
9 |
| Private Advisor Group, LLC |
9 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
9 |
| Boothbay Fund Management, Llc |
9 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
9 |
| Riverhead Capital Management Llc |
9 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
9 |
| Endurant Capital Management LP |
9 |
| AHL Partners LLP |
9 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
9 |
| CIBC Private Wealth Group, LLC |
9 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
9 |
| M&t Bank Corp |
9 |
| Truist Financial Corp |
9 |
| Public Sector Pension Investment Board |
9 |
| TCI Wealth Advisors, Inc. |
9 |
| Cornerstone Capital Management Holdings Llc. |
9 |
| Municipal Employees' Retirement System of Michigan |
9 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
9 |
| BlackRock Group LTD |
9 |
| Bridgeway Capital Management Inc |
9 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
9 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
9 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
9 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
9 |
| Norges Bank |
9 |
| Signaturefd, Llc |
9 |
| Cnh Partners Llc |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| First Quadrant L P/ca |
9 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
9 |
| QS Investors, LLC |
9 |
| OMERS ADMINISTRATION Corp |
9 |
| Convergence Investment Partners, LLC |
9 |
| Principal Funds Inc |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
9 |
| Fred Alger Management, Llc |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
9 |
| BlackRock Japan Co. Ltd |
9 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
9 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
9 |
| MetLife Securities, Inc |
9 |
| Hutchin Hill Capital, LP |
9 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
9 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
9 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
9 |
| Weiss Multi-Strategy Advisers LLC |
9 |
| Parallax Volatility Advisers, L.P. |
9 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
9 |
| Man Group plc |
9 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
9 |
| Td Asset Management Inc |
9 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
9 |
| Winton Capital Group Ltd |
9 |
| Hbk Investments L P |
9 |
| Airain ltd |
9 |
| FDx Advisors, Inc. |
8 |
| Nomura Asset Management Co Ltd |
8 |
| Western Asset Income Fund |
8 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
8 |
| 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 |
8 |
| Fisher Asset Management, LLC |
8 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
8 |
| Picton Mahoney Asset Management |
8 |
| Brown Advisory Inc |
8 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
8 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
8 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
8 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
8 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
8 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
8 |
| APG Asset Management N.V. |
8 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
8 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
8 |
| Howe & Rusling Inc |
8 |
| Baird Robert W & Co Inc /wi/ |
8 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
8 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
8 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
8 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
8 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
8 |
| Chevy Chase Trust Holdings, Inc. |
8 |
| National Asset Management, Inc. |
8 |
| Assured Investment Management LLC |
8 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
8 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
8 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
8 |
| VTL Associates, LLC |
8 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
8 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
8 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
8 |
| Hartford Mutual Funds Inc/ct |
8 |
| Wealthspire Advisors, L.P. |
8 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
8 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
8 |
| American Century Companies Inc |
8 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
8 |
| Nordea Investment Management Ab |
8 |
| Eaton Vance Senior Floating Rate Trust |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| RidgeWorth Capital Management LLC |
8 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
8 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
8 |
| Bb&t Securities, Llc |
8 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
8 |
| Tompkins Financial Corp |
8 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
8 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
8 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
8 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
8 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
8 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
8 |
| Jacobs Levy Equity Management, Inc |
8 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
8 |
| Parallel Advisors, LLC |
8 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
8 |
| Bogle Investment Management L P /de/ |
8 |
| Systematic Financial Management Lp |
8 |
| Vectors Research Management, LLC |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| Blackrock Credit Allocation Income Trust |
8 |
| MUFG Americas Holdings Corp |
8 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
8 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
8 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
8 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
8 |
| Qube Research & Technologies Ltd |
8 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
8 |
| Arrowstreet Capital, Limited Partnership |
8 |
| GAM Holding AG |
8 |
| Quantitative Investment Management, LLC |
8 |
| Ancora Advisors, LLC |
8 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
8 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
8 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
8 |
| Carroll Financial Associates, Inc. |
8 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
8 |
| Stratos Wealth Partners, LTD. |
8 |
| Columbus Circle Investors |
8 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
8 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
8 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
8 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
8 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
8 |
| Paradigm Asset Management Co Llc |
8 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
8 |
| Denver Investment Advisors Llc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
8 |
| D.a. Davidson & Co. |
8 |
| Oxford Asset Management Llp |
8 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
8 |
| Farmers & Merchants Investments Inc |
8 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
8 |
| Cambridge Investment Research Advisors, Inc. |
8 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
8 |
| NumerixS Investment Technologies Inc |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
8 |
| Magnetar Financial LLC |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
8 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| Keybank National Association/oh |
8 |
| Bartlett & Co. LLC |
8 |
| Assetmark, Inc |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| Ellington Management Group Llc |
8 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
8 |
| Eaton Vance Senior Income Trust |
8 |
| Shinko Asset Management Co., Ltd. |
8 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
8 |
| Smithfield Trust Co |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
8 |
| Janus Henderson Group Plc |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
8 |
| Ajo, Lp |
8 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
8 |
| Advisor Group Holdings, Inc. |
8 |
| Private Trust Co Na |
8 |
| Loomis Sayles & Co L P |
8 |
| Benjamin F. Edwards & Company, Inc. |
8 |
| Steward Partners Investment Advisory, Llc |
8 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
8 |
| Chicago Equity Partners Llc |
8 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
8 |
| Alpine Global Management, LLC |
8 |
| Commonwealth Bank Of Australia |
8 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
8 |
| North Star Investment Management Corp. |
8 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
8 |
| Blackrock Core Bond Trust |
8 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
8 |
| Thompson Siegel & Walmsley Llc |
8 |
| Water Island Capital Llc |
8 |
| Hillsdale Investment Management Inc. |
8 |
| VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
8 |
| First Citizens Bank & Trust Co |
8 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
8 |
| Manchester Capital Management LLC |
8 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
8 |
| Fort Washington Investment Advisors Inc /oh/ |
8 |
| Mutual Of America Capital Management Llc |
8 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
8 |
| Analytic Investors, LLC |
8 |
| Zacks Investment Management |
8 |
| Globeflex Capital L P |
8 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
8 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
8 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
8 |
| MetLife Investment Management, LLC |
8 |
| Invictus RG Pte. Ltd. |
8 |
| Bokf, Na |
8 |
| Tekla Healthcare Opportunities Fund |
8 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
8 |
| Wedge Capital Management L L P/nc |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
8 |
| Schroder Investment Management Group |
8 |
| Credit Agricole S A |
8 |
| Barings Llc |
8 |
| Retirement Systems of Alabama |
8 |
| Tokio Marine Asset Management Co Ltd |
8 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
8 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
8 |
| Tarbox Family Office, Inc. |
8 |
| BNP Paribas Asset Management Holding S.A. |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
8 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
8 |
| Stephens Inc /ar/ |
8 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
8 |
| Mackenzie Financial Corp |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
8 |
| Amundi Pioneer Asset Management Inc |
8 |
| WealthPLAN Partners, LLC |
8 |
| Cetera Advisor Networks LLC |
8 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
8 |
| BlueCrest Capital Management Ltd |
8 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
8 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| CENTRAL TRUST Co |
8 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
8 |
| Proficio Capital Partners LLC |
8 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
8 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
8 |
| HighTower Advisors, LLC |
8 |
| Neuberger Berman Group LLC |
8 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
8 |
| First Allied Advisory Services, Inc. |
8 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
8 |
| JNBA Financial Advisors |
8 |
| Alambic Investment Management, L.P. |
8 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
8 |
| Pentwater Capital Management LP |
8 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
8 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
8 |
| Reilly Financial Advisors, Llc |
8 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
8 |
| DekaBank Deutsche Girozentrale |
8 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
8 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
8 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
8 |
| Eaton Vance Floating-rate Income Trust |
8 |
| Eaton Vance Floating-rate Income Plus Fund |
8 |
| Pine River Capital Management L.P. |
8 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
8 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
8 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
8 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
8 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
8 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
8 |
| Mirae Asset Global Investments Co., Ltd. |
8 |
| Wealthfront Inc |
8 |
| Princeton Alpha Management LP |
8 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
8 |
| Voya Senior Income Fund |
8 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
| Global Retirement Partners, LLC |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| First Manhattan Co |
8 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
8 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
8 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
8 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
8 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
8 |
| Advisor Group, Inc. |
8 |
| Engineers Gate Manager LP |
8 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
7 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
7 |
| Redmile Group, LLC |
7 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
7 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
7 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| Hoxton Financial, Inc. |
7 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
7 |
| Sculptor Capital LP |
7 |
| Connor Clark & Lunn Investment Management Ltd |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
7 |
| Pacitti Group Inc. |
7 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
7 |
| Redwood Investments, LLC |
7 |
| SECOR Capital Advisors, LP |
7 |
| AMP Capital Investors Ltd |
7 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
7 |
| Valeo Financial Advisors, LLC |
7 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
7 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
7 |
| Leuthold Group, Llc |
7 |
| Absolute Return Capital, LLC |
7 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| Private Ocean, LLC |
7 |
| Ing Groep Nv |
7 |
| E. Ohman J:or Asset Management AB |
7 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
7 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
7 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
7 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
7 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
7 |
| Rehmann Capital Advisory Group |
7 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
7 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
7 |
| United Capital Financial Advisers, Llc |
7 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
7 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
7 |
| Pathstone Family Office, Llc |
7 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
7 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
7 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
7 |
| Caisse De Depot Et Placement Du Quebec |
7 |
| Rational Advisors Llc |
7 |
| Federation des caisses Desjardins du Quebec |
7 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
7 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
7 |
| Acrospire Investment Management LLC |
7 |
| Trust Co Of Vermont |
7 |
| Baird Financial Group, Inc. |
7 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
7 |
| Emerald Acquisition Ltd. |
7 |
| Suntrust Banks Inc |
7 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
7 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
7 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
7 |
| CIBC Asset Management Inc |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
7 |
| Forum Funds |
7 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
7 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
7 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
7 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
7 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
7 |
| Graham Capital Management, L.P. |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
7 |
| GWM Advisors LLC |
7 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
7 |
| Jane Street Holding, LLC |
7 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
7 |
| K.J. Harrison & Partners Inc |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
7 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
7 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
7 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
7 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
7 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
7 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
7 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
7 |
| Massachusetts Financial Services Co /ma/ |
7 |
| Vanguard World Fund |
7 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
7 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
7 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
7 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
7 |
| WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
7 |
| Psagot Investment House Ltd. |
7 |
| Alliancebernstein Global High Income Fund Inc |
7 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
7 |
| PEAK6 Investments LLC |
7 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
7 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
7 |
| Rothschild Investment Corp /il |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
7 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
7 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
7 |
| Jump Trading, LLC |
7 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
7 |
| Index Management Solutions, LLC |
7 |
| Janus Capital Management Llc |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
7 |
| Private Capital Group, LLC |
7 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
7 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
7 |
| Old Mutual Customised Solutions (proprietary) Ltd |
7 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
7 |
| Financial Architects, Inc |
7 |
| Optimum Investment Advisors |
7 |
| Alpha Windward Llc |
7 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
| Old Mutual Global Investors (UK) Ltd. |
7 |
| Whitebox Advisors Llc |
7 |
| Capital World Investors |
7 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
7 |
| Axa S.a. |
7 |
| Columbia Partners L L C Investment Management |
7 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
7 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
7 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
7 |
| Brandywine Global Investment Management, LLC |
7 |
| LMR Partners LLP |
7 |
| Formidable Asset Management, LLC |
7 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
7 |
| Natixis Advisors, L.p. |
7 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
7 |
| General Motors Investment Management Corp |
7 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
7 |
| Clearbridge Investments, LLC |
7 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
7 |
| Mark Sheptoff Financial Planning, Llc |
7 |
| 1832 Asset Management L.P. |
7 |
| Stone Ridge Asset Management LLC |
7 |
| Ubs Oconnor Llc |
7 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
7 |
| Sawtooth Solutions, LLC |
7 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
7 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
| Seven Eight Capital, Lp |
7 |
| Moors & Cabot, Inc. |
7 |
| Cipher Capital LP |
7 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
7 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
7 |
| Davidson Kempner Capital Management Lp |
7 |
| Gradient Investments LLC |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| IHT Wealth Management, LLC |
7 |
| Glg Llc |
7 |
| Glen Harbor Capital Management LLC |
7 |
| FNY Investment Advisers, LLC |
7 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
7 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
7 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
7 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
7 |
| Cutter & CO Brokerage, Inc. |
7 |
| Freestone Capital Holdings, LLC |
7 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
7 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
7 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
| Jump Financial, LLC |
7 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
7 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
7 |
| Bluefin Trading, LLC |
7 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
7 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
7 |
| Elite Wealth Management, Inc. |
7 |
| Janney Montgomery Scott LLC |
7 |
| DnB Asset Management AS |
7 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
7 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
| Mackay Shields Llc |
7 |
| Great Lakes Advisors, Llc |
7 |
| Synovus Financial Corp |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
7 |
| Enterprise Financial Services Corp |
7 |
| Colony Group Llc |
7 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
7 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
7 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
7 |
| Sunbelt Securities, Inc. |
7 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
7 |
| PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
7 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
7 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
7 |
| Veritable, L.P. |
7 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
7 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
7 |
| Aviva Plc |
7 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
7 |
| Transamerica Financial Advisors, Inc. |
7 |
| ETRADE Capital Management LLC |
7 |
| First Interstate Bank |
7 |
| Truvestments Capital Llc |
7 |
| Wealthcare Advisory Partners LLC |
7 |
| Glassman Wealth Services |
7 |
| Moore Capital Management, Lp |
7 |
| Cowen Group, Inc. |
7 |
| Deerfield Management Company, L.p. (series C) |
7 |
| Yorktown Management & Research Co Inc |
7 |
| Pictet Asset Management Ltd |
7 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
7 |
| Bayesian Capital Management, LP |
7 |
| Deere & Co |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
7 |
| Commonwealth Equity Services, Inc |
7 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
| Everence Capital Management Inc |
7 |
| South Dakota Investment Council |
7 |
| Rockefeller Capital Management L.P. |
7 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
7 |
| National Planning Corp |
7 |
| Evercore Wealth Management, LLC |
7 |
| GLG Partners LP |
7 |
| Advisors Asset Management, Inc. |
7 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
7 |
| Hanseatic Management Services Inc |
7 |
| Schonfeld Strategic Advisors LLC |
7 |
| Flagship Harbor Advisors, Llc |
7 |
| Hartford Investment Management Co |
7 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
7 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
7 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
7 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
7 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
7 |
| Calamos Strategic Total Return Fund |
7 |
| Lenox Wealth Advisors, LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
7 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
7 |
| WealthTrust-Arizona, LLC |
7 |
| Blackrock Debt Strategies Fund, Inc. |
7 |
| Royal London Asset Management Ltd |
7 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
7 |
| Driehaus Capital Management Llc |
7 |
| American Portfolios Advisors |
7 |
| Element Capital Management Llc |
7 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
7 |
| Algert Global Llc |
7 |
| People's United Financial, Inc. |
7 |
| Versant Capital Management, Inc |
7 |
| Hudson Bay Capital Management LP |
7 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
7 |
| Boston Partners |
7 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
| C M Bidwell & Associates Ltd |
7 |
| Henderson Global Funds |
7 |
| Spot Trading L.L.C |
7 |
| Lsv Asset Management |
7 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
7 |
| Westpac Banking Corp |
7 |
| Ground Swell Capital, LLC |
7 |
| Nine Chapters Capital Management LLC |
7 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
7 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
7 |
| Telemetry Investments, L.L.C. |
7 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
7 |
| Arrowgrass Capital Partners (us) Lp |
7 |
| Employees Retirement System of Texas |
7 |
| Caption Management, LLC |
7 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
7 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
6 |
| Parkwood LLC |
6 |
| Summit Trail Advisors, Llc |
6 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
| I.g. Investment Management, Ltd. |
6 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
6 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
6 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
6 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
6 |
| Mizuho Asset Management Co.,Ltd. |
6 |
| GV Financial Advisors |
6 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
6 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
6 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
| Commonwealth Equity Services, Llc |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
6 |
| Seacrest Wealth Management, Llc |
6 |
| Ab Pooling Portfolios |
6 |
| Phocas Financial Corp. |
6 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
6 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
6 |
| Reynolds Capital Management Llc |
6 |
| Virtus Global Dividend & Income Fund Inc. |
6 |
| VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
6 |
| Greenleaf Trust |
6 |
| Woodmont Investment Counsel Llc |
6 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
| Smith Asset Management Group Lp |
6 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
6 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| Insight Select Income Fund |
6 |
| Blackstone / Gso Senior Floating Rate Term Fund |
6 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| Dorsey & Whitney Trust CO LLC |
6 |
| Gabelli Healthcare & Wellnessrx Trust |
6 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
| Symphony Asset Management Llc |
6 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
6 |
| First Pacific Advisors, LP |
6 |
| RMB Capital Management, LLC |
6 |
| Maverick Capital Ltd |
6 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
6 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
| PFM Health Sciences, LP |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
6 |
| Calamos Global Total Return Fund |
6 |
| Calamos Global Dynamic Income Fund |
6 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
6 |
| Country Trust Bank |
6 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
6 |
| Sandy Spring Bank |
6 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
6 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
| Meiji Yasuda Life Insurance Co |
6 |
| American Funds Insurance Series |
6 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
| Blackrock Multi-sector Income Trust |
6 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| Rydex Etf Trust |
6 |
| Tfs Capital Investment Trust |
6 |
| Eaton Vance Short Duration Diversified Income Fund |
6 |
| Clinton Group Inc |
6 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
6 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
6 |
| First Hawaiian Bank |
6 |
| John Hancock Hedged Equity & Income Fund |
6 |
| First City Capital Management, Inc. |
6 |
| Global X Management CO LLC |
6 |
| Mariner, LLC |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
6 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
6 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
| Perella Weinberg Partners Capital Management LP |
6 |
| LifePlan Financial Group, Inc |
6 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
6 |
| Gupta Wealth Management LLC |
6 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
6 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
6 |
| Polar Asset Management Partners Inc. |
6 |
| Oppenheimer Etf Trust |
6 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
6 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
6 |
| TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
6 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
6 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
6 |
| Wealthcare Capital Management Llc |
6 |
| Oppenheimer Global Multi Strategies Fund |
6 |
| Security National Trust Co |
6 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
6 |
| Virtus Global Multi-sector Income Fund |
6 |
| Fox Run Management, L.l.c. |
6 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
6 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
6 |
| Salem Investment Counselors Inc |
6 |
| Meiji Yasuda Asset Management Co Ltd. |
6 |
| Valley National Advisers Inc |
6 |
| Atria Investments Llc |
6 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
| Cribstone Capital Management, LLC |
6 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
6 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
| Compagnie Lombard Odier SCmA |
6 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
6 |
| Aigen Investment Management, Lp |
6 |
| City Holding Co |
6 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
6 |
| Richard Bernstein Advisors LLC |
6 |
| Fiera Capital Corp |
6 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
6 |
| Oakbrook Investments Llc |
6 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
6 |
| Warren Averett Asset Management, LLC |
6 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
6 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
6 |
| Castleark Management Llc |
6 |
| Utah Retirement Systems |
6 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
6 |
| Wbi Investments, Inc. |
6 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
6 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
| Focused Wealth Management, Inc |
6 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
6 |
| Boston Private Bank & Trust Co |
6 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
| RHJ International SA |
6 |
| Mv Capital Management, Inc. |
6 |
| Harris Associates L P |
6 |
| Karp Capital Management Corp |
6 |
| Integral Derivatives, LLC |
6 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
6 |
| Vanguard Whitehall Funds |
6 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
6 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
6 |
| MAI Capital Management |
6 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
6 |
| Caxton Associates Lp |
6 |
| Verus Capital Partners, Llc |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
6 |
| M&r Capital Management Inc |
6 |
| Sandler Capital Management |
6 |
| Icon Advisers Inc/co |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
6 |
| State of New Jersey Common Pension Fund A |
6 |
| Soros Fund Management Llc |
6 |
| Ziegler Capital Management, LLC |
6 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
6 |
| Northern Trust Co Of Connecticut |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
6 |
| Burney Co/ |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| Cullen/frost Bankers, Inc. |
6 |
| Asset Dedication, LLC |
6 |
| Wilbanks Smith & Thomas Asset Management Llc |
6 |
| Andra AP-fonden |
6 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
6 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
6 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
6 |
| Tocqueville Asset Management L.p. |
6 |
| State Of Michigan Retirement System |
6 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
6 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
6 |
| Tradeworx Inc. |
6 |
| New England Securities Corp /MA/ |
6 |
| Washington Trust Bank |
6 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
6 |
| Vident Investment Advisory, LLC |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| Archford Capital Strategies, LLC |
6 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
6 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
6 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
6 |
| Hudock, Inc. |
6 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
6 |
| Brown Brothers Harriman & Co |
6 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
6 |
| Rothschild Asset Management Inc |
6 |
| PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
6 |
| Turner Investments, L.p. |
6 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
6 |
| PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
6 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
6 |
| Korea Investment CORP |
6 |
| Bahl & Gaynor Inc |
6 |
| AlphaMark Advisors, LLC |
6 |
| Hussman Strategic Advisors, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
6 |
| Rafferty Asset Management, LLC |
6 |
| Catalyst Capital Advisors LLC |
6 |
| Spark Investment Management LLC |
6 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
6 |
| Gofen & Glossberg Llc /il/ |
6 |
| Capital One, National Association |
6 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
6 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
6 |
| Advisors Preferred, LLC |
6 |
| Ergoteles LLC |
6 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
6 |
| Rockefeller Financial Services Inc |
6 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
| Commerzbank Aktiengesellschaft /fi |
6 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
6 |
| Princeton Portfolio Strategies Group LLC |
6 |
| Dynamic Capital Management Ltd |
6 |
| Sivik Global Healthcare LLC |
6 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
6 |
| Buckingham Strategic Wealth, Llc |
6 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
6 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
6 |
| Lenox Wealth Management, Inc. |
6 |
| Pura Vida Investments, Llc |
6 |
| Northwestern Mutual Investment Management Company, Llc |
6 |
| Mycio Wealth Partners, Llc |
6 |
| Zions Bancorporation |
6 |
| ProVise Management Group, LLC |
6 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
6 |
| Pinnacle Associates Ltd |
6 |
| Old National Bancorp /in/ |
6 |
| TIG Advisors, LLC |
6 |
| Courier Capital Llc |
6 |
| Twin Tree Management, LP |
6 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
6 |
| Allen Investment Management LLC |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
| Susquehanna Fundamental Investments, Llc |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
6 |
| Gulf International Bank (UK) Ltd |
6 |
| Pittenger & Anderson Inc |
6 |
| Securian Asset Management, Inc |
6 |
| Occudo Quantitative Strategies Lp |
6 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
6 |
| Cambridge Trust Co |
6 |
| Lombard Odier Asset Management (Switzerland) SA |
6 |
| Allstate Corp |
6 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
6 |
| BBT Capital Management, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| Whittier Trust Co |
6 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
6 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
6 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
6 |
| Regions Financial Corp |
6 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
6 |
| Eagle Global Advisors Llc |
6 |
| Ivory Investment Management, Llc |
6 |
| First National Bank Of Omaha |
6 |
| XTX Topco Ltd |
6 |
| Geneos Wealth Management Inc. |
6 |
| Css Llc/il |
6 |
| FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y |
6 |
| Dai-ichi Life Holdings, Inc. |
6 |
| Peoples Financial Services Corp. |
6 |
| Longfellow Investment Management Co Llc |
6 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
6 |
| Whittier Trust Co Of Nevada Inc |
6 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
6 |
| Toth Financial Advisory Corp |
6 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
6 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| HealthCor Management, L.P. |
6 |
| USA Financial Portformulas Corp |
6 |
| Gilder Gagnon Howe & Co Llc |
6 |
| IBM Retirement Fund |
6 |
| EverPoint Asset Management, LLC |
6 |
| Allspring Global Investments Holdings, LLC |
6 |
| Clarkston Capital Partners, LLC |
6 |
| Palisade Capital Management Llc/nj |
6 |
| Delta Lloyd Nv |
6 |
| Johnson Investment Counsel Inc |
6 |
| Prudential Plc |
6 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
| Guggenheim Active Allocation Fund |
6 |
| Bank Of Nova Scotia |
6 |
| Yousif Capital Management, Llc |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| Decade Capital Management Llc |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
6 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
6 |
| BerganKDV Wealth Management, LLC |
6 |
| Aberdeen Asset Management Plc/uk |
6 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
6 |
| Hm Payson & Co |
6 |
| Cornerstone Advisors, Inc. |
6 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
| Sei Trust Co |
6 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
6 |
| Gateway Investment Advisers Llc |
6 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
6 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
6 |
| Livforsakringsbolaget Skandia, Omsesidigt |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
6 |
| Xact Kapitalforvaltning AB |
6 |
| Wunderlich Securities, Inc. |
6 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
6 |
| Tortoise Investment Management, LLC |
6 |
| Winslow, Evans & Crocker, Inc. |
6 |
| Blue Fin Capital, Inc. |
6 |
| Eaton Vance Management |
6 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
6 |
| World Asset Management Inc |
6 |
| Sumitomo Mitsui Trust Holdings, Inc. |
6 |
| Murphy Capital Management Inc |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
6 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
6 |
| FNY Partners Fund LP |
6 |
| Avantax Planning Partners, Inc. |
6 |
| Amalgamated Financial Corp. |
6 |
| Edge Wealth Management LLC |
6 |
| Elkfork Partners LLC |
6 |
| Advent Capital Management /de/ |
6 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
6 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
6 |
| Thompson Davis & Co., Inc. |
6 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
| Mason Street Advisors, Llc |
6 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
6 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
| ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
6 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
6 |
| Independent Advisor Alliance |
6 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
6 |
| Segall Bryant & Hamill, Llc |
6 |
| Hirtle Callaghan & Co LLC |
6 |
| Tyers Asset Management LLC |
6 |
| Neuburgh Advisers LLC |
6 |
| Cigna Investments Inc /new |
6 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
6 |
| Sowell Financial Services LLC |
6 |
| Osborn Rohs Williams & Donohoe Ltd |
6 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
6 |
| Commerce Bank |
6 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
6 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
6 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
6 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
6 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
6 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
6 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
6 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
6 |
| Capital Guardian Trust Co |
6 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
6 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
6 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
6 |
| Hermes Investment Management Ltd |
6 |
| Shufro Rose & Co Llc |
6 |
| Umb Bank N A/mo |
6 |
| Rhenman & Partners Asset Management AB |
6 |
| Csenge Advisory Group |
6 |
| Tdam Usa Inc. |
6 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
6 |
| Central Bank & Trust Co |
6 |
| Geneva Advisors, LLC |
6 |
| Atwood & Palmer Inc |
6 |
| Sii Investments Inc/wi |
6 |
| Timber Hill LLC |
6 |
| Coastal Investment Advisors, Inc. |
6 |
| SG3 Management, LLC |
6 |
| Oakworth Capital, Inc. |
6 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
6 |
| Calvert Investment Management, Inc. |
6 |
| Front Row Advisors LLC |
6 |
| Burt Wealth Advisors |
6 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
6 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
6 |
| Levin Capital Strategies, L.p. |
6 |
| Hennessy Advisors Inc |
6 |
| ExodusPoint Capital Management, LP |
6 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
6 |
| Ameritas Investment Corp |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| Blueshift Asset Management, LLC |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
6 |
| Alphacrest Capital Management Llc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
| Eqis Capital Management, Inc. |
6 |
| Ellevest, Inc. |
6 |
| Ashfield Capital Partners, LLC |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
6 |
| Walleye Capital LLC |
6 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
6 |
| Daiwa Securities Group Inc. |
6 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
6 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
6 |
| Allworth Financial LP |
6 |
| Sofos Investments, Inc. |
6 |
| San Francisco Sentry Investment Group (ca) |
6 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| Creative Financial Designs Inc /adv |
6 |
| Kings Point Capital Management |
6 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
6 |
| AdvisorNet Financial, Inc |
6 |
| PointState Capital LP |
6 |
| New York Life Trust Co |
5 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
5 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
5 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
5 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| Partnervest Advisory Services LLC |
5 |
| Belvedere Trading LLC |
5 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
5 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
5 |
| Mizuho Trust & Banking Co., Ltd. |
5 |
| Tobam |
5 |
| Pitcairn Co |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| Tfs Capital Llc |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| Carderock Capital Management Inc |
5 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
5 |
| Voya Prime Rate Trust |
5 |
| Cim Investment Mangement Inc |
5 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
5 |
| Shelton Capital Management |
5 |
| Arcadia Investment Management Corp/mi |
5 |
| Harvest Management Llc |
5 |
| Rice Hall James & Associates, Llc |
5 |
| Bellevue Group AG |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| S&t Bank/pa |
5 |
| RiverPoint Capital Management, LLC |
5 |
| Lumina Fund Management LLC |
5 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
5 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
5 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
5 |
| MBEQX - M FUND INC - M International Equity Fund |
5 |
| Clark Capital Management Group, Inc. |
5 |
| White Pine Capital Llc |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Boston Trust Walden Corp |
5 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
5 |
| Signet Financial Management, Llc |
5 |
| Monetary Management Group Inc |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
5 |
| HighVista Strategies LLC |
5 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| TCTC Holdings, LLC |
5 |
| Hartford Financial Management Inc. |
5 |
| Quantamental Technologies LLC |
5 |
| Destination Wealth Management |
5 |
| We Are One Seven, LLC |
5 |
| Nuveen Credit Strategies Income Fund |
5 |
| Atlas Brown,Inc. |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
5 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
5 |
| Stevens First Principles Investment Advisors |
5 |
| Parsons Capital Management Inc/ri |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
5 |
| True Link Financial Advisors, LLC |
5 |
| Atika Capital Management LLC |
5 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
5 |
| Kassirer Asset Management Corp |
5 |
| Eudaimonia Partners, LLC |
5 |
| Raymond James Trust N.a. |
5 |
| TradeLink Global Equity LLC |
5 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
5 |
| Cetera Advisors LLC |
5 |
| Jones Financial Companies Lllp |
5 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
5 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
5 |
| First Niagara Bank |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
| Virginia Retirement System |
5 |
| Steinberg Global Asset Management |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
5 |
| Birinyi Associates Inc |
5 |
| Senzar Asset Management, Llc |
5 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
5 |
| AllSquare Wealth Management LLC |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| Foresters Investment Management Company, Inc. |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| Partner Investment Management, L.P. |
5 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| Sciencast Management LP |
5 |
| Viking Global Investors Lp |
5 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
5 |
| Welch & Forbes Llc |
5 |
| Avalon Advisors, Llc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
5 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
| Archer Investment Corp |
5 |
| Sabal Trust CO |
5 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| Ensign Peak Advisors, Inc |
5 |
| Ropes Wealth Advisors Llc |
5 |
| Meridian Wealth Partners, LLC |
5 |
| Amica Mutual Insurance Co |
5 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
5 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
5 |
| Mosaic Family Wealth, LLC |
5 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
5 |
| Natixis Investment Managers International |
5 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
5 |
| QCM Cayman, Ltd. |
5 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
5 |
| Dynamic Technology Lab Pte Ltd |
5 |
| RBF Capital, LLC |
5 |
| Spire Wealth Management |
5 |
| Haberer Registered Investment Advisor Inc |
5 |
| Harbour Investments, Inc. |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| FORA Capital, LLC |
5 |
| Morgan Dempsey Capital Management Llc |
5 |
| Mml Investors Services, Llc |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| Associated Banc-corp |
5 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| MCF Advisors LLC |
5 |
| Trustmark National Bank Trust Department |
5 |
| New Mexico Educational Retirement Board |
5 |
| RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
5 |
| Gardner Lewis Asset Management L P |
5 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
5 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
5 |
| Winch Advisory Services, LLC |
5 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
| Dubuque Bank & Trust Co |
5 |
| Ledyard National Bank |
5 |
| Personal Capital Advisors Corp |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
5 |
| Nippon Life Global Investors Americas, Inc. |
5 |
| Breton Hill Capital Ltd. |
5 |
| Capital Analysts, Inc. |
5 |
| TD Capital Management LLC |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Agf Investments Inc. |
5 |
| VCBDX - VALIC Co I - Core Bond Fund |
5 |
| Leavell Investment Management, Inc. |
5 |
| Prentiss Smith & Co Inc |
5 |
| MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
5 |
| First Personal Financial Services |
5 |
| Alpine Woods Capital Investors, Llc |
5 |
| National Bank Of Canada /fi/ |
5 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
5 |
| Kanaly Trust Co |
5 |
| Institutional & Family Asset Management, Llc |
5 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
5 |
| Dark Forest Capital Management Lp |
5 |
| Walter & Keenan Financial Consulting Co /mi/ /adv |
5 |
| NatWest Group plc |
5 |
| Acorn Wealth Advisors, LLC |
5 |
| Equitec Proprietary Markets, Llc |
5 |
| Duncker Streett & Co Inc |
5 |
| Bedel Financial Consulting, Inc. |
5 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
5 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
5 |
| Century Capital Management, LLC |
5 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
5 |
| Advance Capital I Inc |
5 |
| Congress Asset Management Co /ma |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
5 |
| River Road Asset Management, LLC |
5 |
| Iguana Healthcare Management, LLC |
5 |
| Glazer Capital, Llc |
5 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
5 |
| Apriem Advisors |
5 |
| CenterStar Asset Management, LLC |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
5 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
5 |
| Balasa Dinverno & Foltz Llc |
5 |
| Schonfeld Group Holdings LLC |
5 |
| Centiva Capital, LP |
5 |
| Highland Capital Management, Llc |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
5 |
| Oak Associates Ltd /oh/ |
5 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
| Sigma Planning Corp |
5 |
| DRW Securities, LLC |
5 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
| Cohen Capital Management, Inc. |
5 |
| First Financial Bank - Trust Division |
5 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
5 |
| Voya Global Advantage & Premium Opportunity Fund |
5 |
| Nadler Financial Group, Inc. |
5 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
5 |
| Handelsbanken Fonder AB |
5 |
| Kavar Capital Partners, LLC |
5 |
| MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
5 |
| Hunter Associates Investment Management Llc |
5 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
5 |
| Fayez Sarofim & Co |
5 |
| Yakira Capital Management, Inc. |
5 |
| Pennsylvania Trust Co |
5 |
| Vigilant Capital Management, LLC |
5 |
| Delta Asset Management Llc/tn |
5 |
| DAVENPORT & Co LLC |
5 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
5 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
5 |
| Cantab Capital Partners LLP |
5 |
| Country Club Trust Company, n.a. |
5 |
| New Amsterdam Partners Llc/ny |
5 |
| Stock Yards Bank & Trust Co |
5 |
| Putnam Fl Investment Management Co |
5 |
| National Pension Service |
5 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
5 |
| Barrow Hanley Mewhinney & Strauss Llc |
5 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
5 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
5 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
5 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
5 |
| Quadrature Capital Ltd |
5 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
5 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
5 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
5 |
| Cadence Bank Na |
5 |
| Catapult Capital Management Llc |
5 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
5 |
| SAC Capital Advisors LP |
5 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
5 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
5 |
| Contravisory Investment Management, Inc. |
5 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
5 |
| Spirit Of America Management Corp/ny |
5 |
| City National Bank |
5 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Roble, Belko & Company, Inc |
5 |
| Barnett & Company, Inc. |
5 |
| Quotient Investors, LLC |
5 |
| State of Wyoming |
5 |
| Kistler-Tiffany Companies, LLC |
5 |
| Placemark Investments, Inc. |
5 |
| Hollencrest Capital Management |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| Field & Main Bank |
5 |
| Centaurus Financial, Inc. |
5 |
| Covestor Ltd |
5 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
5 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
5 |
| Brookstone Capital Management |
5 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| Counsel Portfolio Services Inc. |
5 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
5 |
| Philadelphia Trust Co |
5 |
| Clear Harbor Asset Management, LLC |
5 |
| Trustcore Financial Services, Llc |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| Westchester Capital Management, LLC |
5 |
| Wellington Shields Capital Management, LLC |
5 |
| WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
5 |
| SevenBridge Financial Group, LLC |
5 |
| Munder Capital Management |
5 |
| NuWave Investment Management, LLC |
5 |
| Davis R M Inc |
5 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
5 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
5 |
| CIBC World Markets Inc. |
5 |
| Man Investments Ltd |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
5 |
| Cable Hill Partners, LLC |
5 |
| Societe Generale |
5 |
| Samlyn Capital, Llc |
5 |
| Chesley Taft & Associates LLC |
5 |
| Azzad Asset Management Inc /adv |
5 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
5 |
| Integrated Wealth Management |
5 |
| Bowling Portfolio Management LLC |
5 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
5 |
| Webster Bank, N. A. |
5 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
5 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
5 |
| Kingsview Wealth Management, LLC |
5 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
5 |
| Arrow Financial Corp |
5 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
5 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
5 |
| Wilmington Funds Management Corp |
5 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
5 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
5 |
| Carlson Capital L P |
5 |
| Icc Capital Management Inc/ |
5 |
| Sumitomo Life Insurance Co |
5 |
| Paulson & Co. Inc. |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| CHURCHILL MANAGEMENT Corp |
5 |
| Zeke Capital Advisors, Llc |
5 |
| Rock Springs Capital Management LP |
5 |
| Iowa State Bank |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| Prudential Short Duration High Yield Fund, Inc. |
5 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
5 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
| Newman Dignan & Sheerar, Inc. |
5 |
| Schmidt P J Investment Management Inc |
5 |
| St Germain D J Co Inc |
5 |
| Pioneer Floating Rate Trust |
5 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
5 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
5 |
| Guggenheim Strategic Opportunities Fund |
5 |
| Jacobi Capital Management LLC |
5 |
| Adirondack Trust Co |
5 |
| Delaware Enhanced Global Dividend & Income Fund |
5 |
| Nuveen Multi-Asset Income Fund |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
5 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
5 |
| Cornercap Investment Counsel Inc |
5 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
5 |
| Kelly Financial Services LLC |
5 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
5 |
| Pnc Funds |
5 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
5 |
| Regal Investment Advisors LLC |
5 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| Prospera Financial Services Inc |
5 |
| Moody Lynn & Lieberson, Llc |
5 |
| BRYN MAWR TRUST Co |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| Mfs Charter Income Trust |
5 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
5 |
| D'Orazio & Associates, Inc. |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
5 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
5 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| Private Wealth Partners, LLC |
5 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| Perigon Wealth Management, LLC |
5 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
5 |
| Poehling Capital Management, LLC |
5 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
5 |
| Sheets Smith Wealth Management |
5 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
5 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
5 |
| Endurance Wealth Management, Inc. |
5 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
5 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
5 |
| Hartland & Co., LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
5 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
| Thornburg Investment Management Inc |
5 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
5 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
| Transamerica Partners Funds Group |
5 |
| Teza Capital Management LLC |
5 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
5 |
| Thompson Investment Management, Inc. |
5 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
5 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
5 |
| Minichmacgregor Wealth Management, Llc |
5 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
| Capital Investment Advisory Services, LLC |
5 |
| Certified Advisory Corp |
5 |
| Transamerica Partners Funds Group Ii |
5 |
| Transamerica Partners Portfolios |
5 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
5 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
5 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
5 |
| S. Muoio & Co. Llc |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
5 |
| Artemis Investment Management LLP |
5 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| Ronald Blue Trust, Inc. |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| ArrowMark Colorado Holdings LLC |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
5 |
| Maven Securities LTD |
5 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
5 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
5 |
| Joel Isaacson & Co., LLC |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| Checchi Capital Advisers, LLC |
5 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
5 |
| Wetherby Asset Management Inc |
5 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
| Schafer Cullen Capital Management Inc |
5 |
| Fairfield, Bush & Co. |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
| Financial Gravity Companies, Inc. |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
5 |
| Tiedemann Advisors, Llc |
5 |
| Americafirst Capital Management, Llc |
5 |
| Jpmorgan Trust Iii |
5 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
5 |
| Citizens Business Bank |
5 |
| SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
5 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
| Meadow Creek Investment Management LLC |
5 |
| Kennedy Capital Management, Inc. |
5 |
| King Luther Capital Management Corp |
5 |
| Jaffetilchin Investment Partners, LLC |
5 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
| Mfs Multimarket Income Trust |
5 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
| Summit Global Investments |
5 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
5 |
| Capital Research Global Investors |
5 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
5 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
5 |
| HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A |
5 |
| Barrett Asset Management, LLC |
5 |
| High Point Bank & Trust Co |
5 |
| New York Life Investment Management Llc |
5 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
5 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
5 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
| Tri-continental Corp |
5 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
5 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
5 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
5 |
| Havens Advisors Llc |
5 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
5 |
| CrestPoint Capital Management, LLC |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| Investors Capital Advisory Services |
5 |
| Supplemental Annuity Collective Trust of NJ |
5 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
5 |
| Carnegie Capital Asset Management, LLC |
5 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
5 |
| IFC Holdings Incorporated/FL |
5 |
| Omnia Family Wealth, LLC |
5 |
| Halbert Hargrove Global Advisors, Llc |
5 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
5 |
| Johnson Financial Group, Inc. |
5 |
| PGGM Investments |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| Whitener Capital Management, Inc. |
5 |
| Dearborn Partners Llc |
5 |
| Hl Financial Services Llc |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| Ballentine Partners, LLC |
5 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
5 |
| Westside Investment Management, Inc. |
5 |
| Earnest Partners Llc |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
| Sterling Investment Advisors, Ltd. |
5 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
5 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
5 |
| Perkins Coie Trust Co |
5 |
| Curian Capital Llc |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Cornerstone Planning Group LLC |
5 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| Evergreen Capital Management Llc |
5 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
5 |
| New Jersey Better Educational Savings Trust |
5 |
| Symons Capital Management Inc |
5 |
| Evermay Wealth Management Llc |
5 |
| Wright Investors Service Inc |
5 |
| Pinnacle Summer Investments, Inc. |
5 |
| Calamos Convertible Opportunities & Income Fund |
5 |
| Calamos Convertible & High Income Fund |
5 |
| Calamos Dynamic Convertible & Income Fund |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
5 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
5 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
5 |
| BDO Wealth Advisors, LLC |
5 |
| Alpine Associates Management Inc. |
5 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
5 |
| Ironwood Investment Counsel, LLC |
5 |
| Advisors Capital Management, LLC |
5 |
| Obermeyer Wood Investment Counsel, Lllp |
5 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
5 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
5 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
5 |
| Highfields Capital Management Lp |
5 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
5 |
| Koch Industries Inc |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| Boston Family Office Llc |
5 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
5 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| Resources Investment Advisors, LLC. |
5 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
5 |
| Holocene Advisors, LP |
5 |
| Nuveen Diversified Dividend & Income Fund |
5 |
| Rnc Capital Management Llc |
5 |
| Bp Plc |
5 |
| Munder Series Trust |
5 |
| FIL Ltd |
5 |
| Berman Capital Advisors, LLC |
5 |
| Tradewinds Capital Management, LLC |
5 |
| Diversified Trust Co |
5 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
| Campbell Multi-strategy Trust |
5 |
| Kessler Investment Group, LLC |
5 |
| Carnick & Kubik, LLC |
5 |
| Gabelli Dividend & Income Trust |
5 |
| Legacy Advisors, LLC |
5 |
| Santa Fe Partners LLC |
5 |
| Stoneridge Investment Partners Llc |
5 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
5 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
5 |
| HBK Sorce Advisory LLC |
5 |
| Zweig-DiMenna Associates LLC |
5 |
| Arden Investment Series Trust |
5 |
| FNY Managed Accounts LLC |
5 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
| Wedbush Securities Inc |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
5 |
| First New York Securities Llc /ny |
5 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
| North Star Asset Management Inc |
5 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
5 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
5 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
5 |
| Motco |
5 |
| Investment Centers Of America Inc |
5 |
| Financial Advocates Investment Management |
5 |
| VSR Financial Services, Inc. |
5 |
| Blackstone / Gso Strategic Credit Fund |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| Insight 2811, Inc. |
5 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
5 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
5 |
| Prestige Wealth Management Group LLC |
5 |
| 1st Source Bank |
5 |
| Treasurer of the State of North Carolina |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
| Investment House Llc |
5 |
| Loeb Partners Corp |
5 |
| Nvwm, Llc |
5 |
| Executive Wealth Management, LLC |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
5 |
| Aspire Private Capital, LLC |
5 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
5 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
5 |
| Private Bank & Trust Co |
5 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
5 |
| Weld Capital Management Llc |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| Qci Asset Management Inc/ny |
5 |
| Tekla World Healthcare Fund |
5 |
| HighPoint Advisor Group LLC |
5 |
| CNB Bank |
5 |
| Gabelli Equity Trust Inc |
5 |
| IndexIQ Advisors LLC |
5 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| Griffin Asset Management, Inc. |
5 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
| Wesbanco Bank Inc |
5 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
5 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
5 |
| Stonebridge Capital Advisors LLC |
5 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
5 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
5 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
5 |
| First Washington CORP |
5 |
| Brinker Capital Investments, LLC |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| ACG Wealth |
5 |
| Howard Hughes Medical Institute |
5 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
5 |
| PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
5 |
| Pacific Alternative Asset Management Company, Llc |
5 |
| Oppenheimer Asset Management Inc. |
5 |
| Bruderman Asset Management, LLC |
5 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
5 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
5 |
| Arete Wealth Advisors, LLC |
5 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
5 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
5 |
| Marathon Trading Investment Management LLC |
5 |
| Bridgewater Associates, LP |
5 |
| PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
5 |
| Scotia Capital Inc. |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| BBVA USA Bancshares, Inc. |
5 |
| Vantage Investment Advisors, LLC |
5 |
| Knight Capital Group, Inc. |
5 |
| International Assets Investment Management, Llc |
5 |
| Cranbrook Wealth Management, LLC |
5 |
| Lucus Advisors Llc |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| Nippon Life Insurance Co |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| Shamrock Asset Management LLC |
5 |
| Amica Retiree Medical Trust |
5 |
| Gideon Capital Advisors, Inc. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
5 |
| Dana Investment Advisors, Inc. |
5 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
5 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
5 |
| Ckw Financial Group |
5 |
| Bray Capital Advisors |
5 |
| TradeLink Capital LLC |
5 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
5 |
| Nicholas Company, Inc. |
5 |
| Lindbrook Capital, Llc |
5 |
| McKinley Carter Wealth Services, Inc. |
5 |
| Savant Capital, LLC |
5 |
| FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
5 |
| Isthmus Partners, Llc |
5 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| Founders Financial Alliance, LLC |
5 |
| LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| Cary Street Partner Investment Advisory Llc |
5 |
| Gamble Jones Investment Counsel |
5 |
| Pekin Hardy Strauss, Inc. |
5 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
5 |
| Capital Asset Advisory Services LLC |
5 |
| Cornerstone Wealth Management, LLC |
5 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
5 |
| Tcw Group Inc |
5 |
| Mid Continent Capital Llc/il |
5 |
| Glenview Capital Management, Llc |
5 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
5 |
| Exane Derivatives |
5 |
| Bank Of Hawaii |
5 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
5 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
5 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
5 |
| First Midwest Bank Trust Division |
5 |
| Raab & Moskowitz Asset Management LLC |
5 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
| CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
5 |
| Winslow Capital Management, LLC |
5 |
| Invictus RG |
5 |
| Dixon Hubard Feinour & Brown Inc/va |
5 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
5 |
| Alpha Omega Wealth Management LLC |
5 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
5 |
| Bienville Capital Management, LLC |
5 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
5 |
| Waldron Private Wealth LLC |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
5 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
5 |
| WealthTrust Fairport, LLC |
5 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
5 |
| Highland Capital Management Lp |
5 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| Clark Estates Inc/ny |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| First Horizon Corp |
4 |
| SOUTH STATE Corp |
4 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
4 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
4 |
| Bank Of Nova Scotia Trust Co |
4 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| American Financial Network Advisory Services Llc |
4 |
| Lloyds Banking Group plc |
4 |
| Isi Strategy Fund Inc |
4 |
| Conning Inc. |
4 |
| Coronation Fund Managers Ltd. |
4 |
| Edge Advisors, Llc |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| Afam Capital, Inc. |
4 |
| Lourd Capital, LLC |
4 |
| Smith, Moore & Co. |
4 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
4 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
4 |
| Capital City Trust Co/fl |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
4 |
| Nuveen Fund Advisors, LLC |
4 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
4 |
| Financial Management Professionals, Inc. |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
| Middleton & Co Inc/ma |
4 |
| Jabre Capital Partners S.A. |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| Rs Investment Trust |
4 |
| Coastline Trust Co |
4 |
| Aquatic Capital Management LLC |
4 |
| Scoggin Management Lp |
4 |
| Edgemoor Investment Advisors, Inc. |
4 |
| Bank OZK |
4 |
| Dreman Value Management, L L C |
4 |
| Inr Advisory Services Llc |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Bellwether Investment Group, LLC |
4 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| Harbour Capital Advisors, LLC |
4 |
| Coldstream Capital Management Inc |
4 |
| Wilmington Trust, National Association |
4 |
| Wilmington Trust Investment Management, LLC |
4 |
| Cullen Capital Management, LLC |
4 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
4 |
| Close Asset Management Ltd |
4 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
| BTG Pactual Global Asset Management Ltd |
4 |
| Palisades Investment Partners, LLC |
4 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
4 |
| Cape Cod Five Cents Savings Bank |
4 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
4 |
| One Capital Management, LLC |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| Amica Pension Fund Board Of Trustees |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| Dowling & Yahnke Llc |
4 |
| Stonehage Fleming (uk) Ltd |
4 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
4 |
| Herndon Capital Management Llc |
4 |
| Harvey Capital Management Inc |
4 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
4 |
| Pflug Koory, LLC |
4 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
4 |
| Standard Life Aberdeen plc |
4 |
| Fiduciary Services Corp/ga |
4 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
4 |
| SVA Wealth Management, LLC |
4 |
| Belpointe Asset Management LLC |
4 |
| Nelson Capital Management, LLC |
4 |
| WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
4 |
| Mainstay Capital Management Llc /adv |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| CQS Cayman LP |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
4 |
| Cca Investments Trust |
4 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
4 |
| Lodestar Investment Counsel Llc/il |
4 |
| Rs Variable Products Trust |
4 |
| Edmp, Inc. |
4 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
| XR Securities LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| Aviance Capital Management, Llc |
4 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
4 |
| Beaumont Financial Partners, LLC |
4 |
| Plancorp, LLC |
4 |
| UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
4 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
| Intrust Bank Na |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| Financial Enhancement Group LLC |
4 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
4 |
| First Long Island Investors, LLC |
4 |
| Sound Income Strategies, LLC |
4 |
| Tsfg, Llc |
4 |
| Nichols & Pratt Advisers Llp /ma |
4 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
4 |
| Santori & Peters, Inc. |
4 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Premier Asset Management Llc |
4 |
| Northpointe Capital Llc |
4 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
4 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
| Greatmark Investment Partners, Inc. |
4 |
| Deutsche Value Series, Inc |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
| Trust Co Of Oklahoma |
4 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
4 |
| New England Research & Management, Inc. |
4 |
| Kensico Capital Management Corp |
4 |
| RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A |
4 |
| Jump Trading, Llc |
4 |
| Leap Investments Lp |
4 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| Asset Planning Services, Ltd. |
4 |
| Todd Asset Management Llc |
4 |
| Robeco Schweiz AG |
4 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
4 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
4 |
| Beck Mack & Oliver Llc |
4 |
| Simon Quick Advisors, Llc |
4 |
| PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
4 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| FirstMerit Bank N A Trustee |
4 |
| Indiana Trust & Investment Management CO |
4 |
| Community Trust & Investment Co |
4 |
| Private Asset Management Inc |
4 |
| SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
4 |
| Boston Common Asset Management, LLC |
4 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
4 |
| Penserra Capital Management LLC |
4 |
| WealthTrust Axiom LLC |
4 |
| AT Bancorp |
4 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
| Chilton Investment Co Llc |
4 |
| Sentry Investment Management Llc |
4 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
| American Independence Financial Services LLC |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
4 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| Telemus Capital, Llc |
4 |
| AGF Investments LLC |
4 |
| Kentucky Retirement Systems |
4 |
| Dorsey Wright & Associates |
4 |
| Choate Investment Advisors |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| River Wealth Advisors LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| Southpoint Capital Advisors LP |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
4 |
| Glen Eagle Advisors, LLC |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
4 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
| Ardsley Advisory Partners Lp |
4 |
| CLARET ASSET MANAGEMENT Corp |
4 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
4 |
| Piershale Financial Group, Inc. |
4 |
| CR Intrinsic Investors, LLC |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| Woodley Farra Manion Portfolio Management Inc |
4 |
| Reliance Trust Co Of Delaware |
4 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
4 |
| Farmers & Merchants Trust Co of Chambersburg PA |
4 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
4 |
| Somerset Trust Co |
4 |
| Alta Capital Management Llc/ |
4 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| Asset Advisors Corp |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| Oppenheimer Variable Account Funds |
4 |
| Shepherd Kaplan Krochuk, Llc |
4 |
| Next Financial Holdings |
4 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
4 |
| Patten & Patten Inc/tn |
4 |
| Ssga Master Trust |
4 |
| Madden Advisory Services, Inc. |
4 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
4 |
| Nikko Asset Management Americas, Inc. |
4 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| Usaa Etf Trust |
4 |
| Versor Investments LP |
4 |
| Morgens Waterfall Vintiadis & Co Inc |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
4 |
| Alps Advisors Inc |
4 |
| Sawgrass Asset Management Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
4 |
| McIlrath & Eck, LLC |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| MU Investments Co., Ltd. |
4 |
| Iberiabank Corp |
4 |
| Manning & Napier Advisors Llc |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund |
4 |
| Zwj Investment Counsel Inc |
4 |
| CX Institutional |
4 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
4 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
4 |
| Eidelman Virant Capital |
4 |
| Laurel Wealth Advisors LLC |
4 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
4 |
| Chartwell Investment Partners, Llc |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
4 |
| Baystate Wealth Management LLC |
4 |
| Grassi Investment Management |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| McAdam, LLC |
4 |
| Prudential Global Short Duration High Yield Fund, Inc. |
4 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
| Anchorage Capital Group, L.L.C. |
4 |
| CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
4 |
| Brick & Kyle, Associates |
4 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
4 |
| Glenview Trust Co |
4 |
| Westport Resources Management Inc |
4 |
| Sentinel Trust Co Lba |
4 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
4 |
| Northeast Investment Management |
4 |
| Colonial Trust Advisors |
4 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
4 |
| Jarislowsky, Fraser Ltd |
4 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
4 |
| Maple Securities Usa Inc |
4 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| Hyman Charles D |
4 |
| Passport Capital, LLC |
4 |
| Papp L Roy & Associates |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
4 |
| Coatue Management Llc |
4 |
| Kcm Investment Advisors Llc |
4 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
4 |
| Kovack Advisors, Inc. |
4 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
4 |
| Liberty Capital Management, Inc. |
4 |
| Kore Private Wealth LLC |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
4 |
| Hemenway Trust Co LLC |
4 |
| Parisi Gray Wealth Management |
4 |
| Fiduciary Trust Co |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| Financial Advisors Network, Inc. |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| Hantz Financial Services, Inc. |
4 |
| Mawer Investment Management Ltd. |
4 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| BTC Capital Management, Inc. |
4 |
| First Eagle Investment Management, LLC |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
4 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
4 |
| Meyer Handelman Co |
4 |
| Standard Life Investments LTD |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Carret Asset Management, Llc |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| Gabelli Global Small & Mid Cap Value Trust |
4 |
| Kentucky Retirement Systems Insurance Trust Fund |
4 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
4 |
| Oppenheimer Quest For Value Funds |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| Nuveen Floating Rate Income Opportunity Fund |
4 |
| Godsey & Gibb Associates |
4 |
| Calamos Wealth Management LLC |
4 |
| Flinton Capital Management LLC |
4 |
| Williams Jones & Associates LLC |
4 |
| Cadinha & Co Llc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
4 |
| Mercer Capital Advisers, Inc. |
4 |
| Goelzer Investment Management, Inc. |
4 |
| Community Bank, N.A. |
4 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
4 |
| Leisure Capital Management |
4 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
4 |
| RELIANCE TRUST Co |
4 |
| Beck Capital Management, Llc |
4 |
| SMITH HAYES Advisers, Inc |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| LBA Wealth Management, LLC |
4 |
| Parametrica Management Ltd |
4 |
| Empowered Funds, LLC |
4 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2022 |
4 |
| Whitnell & Co. |
4 |
| Empirical Finance, LLC |
4 |
| Cerity Partners LLC |
4 |
| Adviser Investments LLC |
4 |
| Paradigm Financial Advisors, LLC |
4 |
| Capital Income Builder |
4 |
| Capital Investment Advisors, LLC |
4 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
| Gerstein Fisher |
4 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
4 |
| Invesco High Income Trust Ii |
4 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2025 |
4 |
| Neuberger Berman High Yield Strategies Fund Inc. |
4 |
| Dodge & Cox |
4 |
| American National Insurance Co /tx/ |
4 |
| Naples Global Advisors, Llc |
4 |
| Sio Capital Management, LLC |
4 |
| SRS Capital Advisors, Inc. |
4 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
4 |
| EULAV Asset Management |
4 |
| Claro Advisors LLC |
4 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
4 |
| SBI Securities Co., Ltd. |
4 |
| Clough Capital Partners L P |
4 |
| Lee Financial Co |
4 |
| Check Capital Management Inc/ca |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| Bremer Trust National Association |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| Simmons First Trust Co Na |
4 |
| Credential Securities Inc. |
4 |
| Nuveen Senior Income Fund |
4 |
| Lmcg Investments, Llc |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Sentinel Asset Management, Inc. |
4 |
| K2 Principal Fund, L.p. |
4 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
4 |
| Renaissance Group Llc |
4 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
| NorthCoast Asset Management LLC |
4 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
4 |
| DT Investment Partners, LLC |
4 |
| Polar Capital LLP |
4 |
| Douglass Winthrop Advisors, LLC |
4 |
| Keystone Financial Planning, Inc. |
4 |
| Cambria Investment Management, L.P. |
4 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
4 |
| Deltec Asset Management Llc |
4 |
| BOK Financial Private Wealth, Inc. |
4 |
| Roundview Capital LLC |
4 |
| TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
4 |
| Cordasco Financial Network |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| Peapack Gladstone Financial Corp |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
4 |
| Buffington Mohr McNeal |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| Oarsman Capital, Inc. |
4 |
| American National Registered Investment Advisor, Inc. |
4 |
| Girard Partners Ltd. |
4 |
| LKFIX - LKCM Funds - LKCM Fixed Income Fund |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| Regentatlantic Capital Llc |
4 |
| Bank Hapoalim Bm |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| Solaris Asset Management Llc |
4 |
| Atom Investors LP |
4 |
| Lingohr & Partner Asset Management GmbH |
4 |
| Calamos Advisors LLC |
4 |
| KLCM Advisors, Inc. |
4 |
| Estabrook Capital Management |
4 |
| First Foundation Advisors |
4 |
| Hills Bank & Trust Co |
4 |
| Maplelane Capital, Llc |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| Polaris Wealth Advisory Group, LLC |
4 |
| Tamarack Advisers, LP |
4 |
| Norinchukin Bank, The |
4 |
| Arrowgrass Capital Partners Llp |
4 |
| Genesee Valley Trust Co |
4 |
| Maryland State Retirement & Pension System |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| Parthenon Llc |
4 |
| AE Wealth Management LLC |
4 |
| IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
4 |
| Icon Wealth Partners, LLC |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Pomelo Capital LLC |
4 |
| Investment Management Of Virginia Llc |
4 |
| Cresset Asset Management, LLC |
4 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| RPG Investment Advisory, LLC |
4 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| Level Four Advisory Services, Llc |
4 |
| Van Eck Associates Corp |
4 |
| DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
4 |
| Covington Capital Management |
4 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
4 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
4 |
| Northern Oak Wealth Management Inc |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| Advisor Partners Llc |
4 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
4 |
| Monarch Capital Management Inc/ |
4 |
| SignalPoint Asset Management, LLC |
4 |
| Brewin Dolphin Ltd |
4 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
4 |
| Bailard, Inc. |
4 |
| Seminole Management Co., Inc. |
4 |
| Quad-Cities Investment Group, LLC |
4 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
4 |
| Twin Securities, Inc. |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| Veriti Management LLC |
4 |
| tru Independence LLC |
4 |
| ARGI Investment Services, LLC |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
4 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
| Magnus Financial Group LLC |
4 |
| CI Global Investments Inc. |
4 |
| Intellectus Partners, LLC |
4 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
4 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
4 |
| Petrus Trust Company, LTA |
4 |
| Telos Capital Management, Inc. |
4 |
| Mogy Joel R Investment Counsel Inc |
4 |
| Lebenthal Global Advisors, LLC |
4 |
| Winfield Associates, Inc. |
4 |
| Pineno Levin & Ford Asset Management, Inc. |
4 |
| Scopus Asset Management, L.p. |
4 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
4 |
| Vantage Consulting Group Inc |
4 |
| Grove Bank & Trust |
4 |
| Horizon Investments, LLC |
4 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
4 |
| Hexavest Inc. |
4 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
4 |
| Charter Oak Capital Management, LLC |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| Bardin Hill Management Partners Lp |
4 |
| Allred Capital Management, LLC |
4 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
4 |
| Bridgefront Capital, LLC |
4 |
| Jupiter Asset Management Ltd |
4 |
| AlphaOne Investment Services, LLC |
4 |
| ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund |
4 |
| Rathbone Brothers plc |
4 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
4 |
| GAMMA Investing LLC |
4 |
| Nbt Bank N A /ny |
4 |
| Fortis Advisors, LLC |
4 |
| Groesbeck Investment Management Corp /nj/ |
4 |
| Capital Counsel Llc/ny |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
4 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
| Brown Advisory Securities, LLC |
4 |
| TRUE Private Wealth Advisors |
4 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
4 |
| Kelly Lawrence W & Associates Inc/ca |
4 |
| Ronald Blue & Co Llc |
4 |
| Bridgeworth, LLC |
4 |
| Li Winifred I |
4 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
4 |
| Atlantic Union Bankshares Corp |
4 |
| Baker Avenue Asset Management, LP |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
4 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
4 |
| Guardian Life Insurance Co Of America |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| Quinn Opportunity Partners LLC |
4 |
| Edgestream Partners, L.P. |
4 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
4 |
| Woodstock Corp |
4 |
| Coyle Financial Counsel LLC |
4 |
| Glg Inc. |
4 |
| Shapiro Robert N |
4 |
| Clean Yield Group |
4 |
| F/M Investments LLC |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| GlobalBridge, Inc. |
4 |
| Linscomb & Williams, Inc. |
4 |
| IFM Investors Pty Ltd |
4 |
| Brighton Jones Llc |
4 |
| Wilmington Trust Co |
4 |
| Strategic Advisors LLC |
4 |
| Hartford Series Fund Inc |
4 |
| Winton Capital Management Ltd |
4 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
4 |
| Cullinan Associates Inc |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| Schooner Investment Group, LLC. |
4 |
| SeaBridge Investment Advisors LLC |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
4 |
| Ruggie Capital Group |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Meritage Group LP |
4 |
| Cypress Capital Management Llc |
4 |
| Ntv Asset Management Llc |
4 |
| Fort Pitt Capital Group, Llc |
4 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
| Hefty Wealth Partners |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| Calamos Long/Short Equity & Dynamic Income Trust |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| Mazama Capital Management Inc |
4 |
| Kovitz Investment Group Partners, LLC |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| Rodgers Brothers Inc. |
4 |
| Cornerstone Advisory, LLC |
4 |
| Hoey Investments, Inc |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| WESPAC Advisors SoCal, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| CSat Investment Advisory, L.P. |
4 |
| Boston Financial Mangement Llc |
4 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
4 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
4 |
| Ascent Wealth Partners, LLC |
4 |
| Canandaigua National Bank & Trust Co |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
4 |
| Condor Capital Management |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| Logan Capital Management Inc |
4 |
| Sanders Morris Harris Llc |
4 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| Capital International Investors |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| Monetta Financial Services Inc |
4 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
4 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
4 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
4 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
4 |
| SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
4 |
| GFS Advisors, LLC |
4 |
| DORCHESTER WEALTH MANAGEMENT Co |
4 |
| Coppell Advisory Solutions LLC |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| Assenagon Asset Management S.A. |
4 |
| TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF |
4 |
| NJ State Employees Deferred Compensation Plan |
4 |
| Prio Wealth Limited Partnership |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
4 |
| Adell Harriman & Carpenter Inc |
4 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| Mint Tower Capital Management B.V. |
4 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
4 |
| Wealth Quarterback LLC |
4 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
4 |
| PARK CIRCLE Co |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| Greenwood Capital Associates Llc |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| Nuveen Floating Rate Income Fund |
4 |
| CenturyLink Investment Management Co |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| Brinker Capital Inc |
4 |
| Baldwin Brothers Inc/ma |
4 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
4 |
| Green Square Capital Advisors Llc |
4 |
| Twinbeech Capital Lp |
4 |
| Investors Research Corp |
4 |
| BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
4 |
| Cinctive Capital Management LP |
4 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
| Arkadios Wealth Advisors |
4 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
| 1st Global Advisors, Inc. |
4 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
4 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
| Coronation Asset Management (Pty) Ltd. |
4 |
| Summit Asset Management, LLC |
4 |
| Gyrus Investment Management Inc. |
4 |
| American Research & Management Co. |
4 |
| Vivaldi Asset Management, LLC |
4 |
| Staley Capital Advisers Inc |
4 |
| Frontier Wealth Management LLC |
4 |
| Advocacy Wealth Management Services, LLC |
4 |
| BKD Wealth Advisors, LLC |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Cinque Partners Llc |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
| Ascend Capital, Llc |
4 |
| Klingenstein Fields & Co Lp |
4 |
| Financial Sense Advisors, Inc. |
4 |
| Anchor Investment Management, LLC |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| M Holdings Securities, Inc. |
4 |
| Euclid Advisors LLC |
4 |
| Hgk Asset Management Inc |
4 |
| Ionic Capital Management LLC |
4 |
| Ridgewood Investments LLC |
4 |
| Roberts Glore & Co Inc /il/ |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Column Capital Advisors, LLC |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| Truewealth Llc |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| Manikay Partners, LLC |
4 |
| Busey Wealth Management |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
4 |
| Select Equity Group, L.P. |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
4 |
| Tiemann Investment Advisors, Llc |
4 |
| Mechanics Bank Trust Department |
4 |
| Gmt Capital Corp |
4 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
4 |
| Palladium Partners Llc |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Axq Capital, Lp |
4 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
| Legacy Private Trust Co. |
4 |
| Bedrijfstakpensioenfonds Voor De Media Pno |
4 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
4 |
| Copeland Capital Management, LLC |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| Waters Parkerson & Co., Llc |
4 |
| American Assets Investment Management, LLC |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| Founders Capital Management |
4 |
| Connors Investor Services Inc |
4 |
| Cornerstone Advisors Inc |
4 |
| First Heartland Consultants, Inc. |
4 |
| Rockbridge Investment Management, LCC |
4 |
| TCW ETF Trust - TCW Flexible Income ETF |
4 |
| National Penn Investors Trust Co /pa |
4 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| Lincoln National Corp |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| Dillon & Associates Inc |
4 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
4 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
4 |
| Forward Management, LLC |
4 |
| Senator Investment Group LP |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| Bank of Kentucky, Inc. |
4 |
| Guardian Capital Lp |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| Exchange Traded Concepts, Llc |
4 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
4 |
| Vicus Capital |
4 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
4 |
| American National Bank & Trust Co /va/ |
4 |
| Cahill Financial Advisors Inc |
4 |
| J. Goldman & Co LP |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
4 |
| Apex Capital Management |
4 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
4 |
| Visionary Asset Management, Inc. |
4 |
| Banced Corp |
4 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
4 |
| Vestcor Inc |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| Parsec Financial Management, Inc. |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| Ally Financial Inc. |
4 |
| Fernwood Investment Management, LLC |
4 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
4 |
| CapWealth Advisors, LLC |
4 |
| Neville Rodie & Shaw Inc |
4 |
| Dumont & Blake Investment Advisors Llc |
4 |
| SRB Corp |
4 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
4 |
| Wbh Advisory Inc |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
4 |
| Sit Investment Associates Inc |
4 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| Capital Directions Investment Advisors, LLC |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| Usca Ria Llc |
4 |
| Foster & Motley Inc |
4 |
| Glacier Peak Capital LLC |
4 |
| Comerica Securities Inc |
4 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
4 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
4 |
| TD Securities (USA) LLC |
4 |
| Cetera Investment Advisers |
4 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| Weik Capital Management |
4 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
4 |
| Aries Wealth Management |
4 |
| Calton & Associates, Inc. |
4 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
4 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
| Camarda Financial Advisors, LLC |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| Blume Capital Management, Inc. |
4 |
| Compton Capital Management Inc /ri |
4 |
| Kellner Capital, LLC |
4 |
| Charter Trust Co |
4 |
| TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A |
4 |
| Clear Perspective Advisors, LLC |
4 |
| Mariner Investment Group Llc |
4 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
4 |
| Park National Corp /oh/ |
4 |
| Essex Financial Services, Inc. |
4 |
| Welch Group, LLC |
4 |
| Wolf Group Capital Advisors |
4 |
| Spectrum Management Group, LLC |
4 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
| Eos Management, L.P. |
4 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
4 |
| Gluskin Sheff & Assoc Inc |
4 |
| Edmond De Rothschild Holding S.a. |
4 |
| Bridges Investment Counsel Inc/ |
4 |
| Wealthsource Partners, Llc |
4 |
| Cape Ann Savings Bank |
4 |
| Capstone Financial Advisors, Inc. |
4 |
| Smith, Salley & Associates |
4 |
| Beacon Financial Group |
4 |
| North American Management Corp |
4 |
| Wasatch Advisors Inc |
4 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Allegis Investment Advisors, LLC |
4 |
| Train Babcock Advisors Llc |
4 |
| NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
4 |
| PartnerRe Asset Management CORP |
4 |
| MANA Advisors LLC |
4 |
| QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
4 |
| RBB FUND, INC. - Aquarius International Fund |
4 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
4 |
| South Texas Money Management Ltd |
4 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
4 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
4 |
| FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A |
4 |
| Ray Gerald L & Associates Ltd |
4 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
4 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
| LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund |
4 |
| Old Point Trust & Financial Services N A |
4 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
4 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
4 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| Nuveen Short Duration Credit Opportunities Fund |
4 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
4 |
| Argent Trust Company, N.a. |
4 |
| WASHINGTON TRUST Co |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
4 |
| Chemical Bank |
4 |
| Forte Capital Llc /adv |
4 |
| Cleararc Capital Inc |
4 |
| Abner Herrman & Brock Llc |
4 |
| OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
4 |
| First Financial Equity Corporation |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
| Crawford Investment Counsel Inc |
4 |
| QUANTRES ASSET MANAGEMENT Ltd |
4 |
| Eastern Bank |
4 |
| Schnieders Capital Management Llc |
4 |
| Palouse Capital Management, Inc. |
4 |
| Vestor Capital, Llc |
4 |
| Penobscot Investment Management Company, Inc. |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
| Essex Investment Management Co Llc |
4 |
| Trillium Asset Management, Llc |
4 |
| Reynders McVeigh Capital Management, LLC |
4 |
| TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
4 |
| Bragg Financial Advisors, Inc |
4 |
| Columbia Asset Management |
4 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
4 |
| W.G. Shaheen & Associates DBA Whitney & Co |
4 |
| Ssi Investment Management Llc |
4 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
4 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
4 |
| Squar Milner Financial Services Llc |
4 |
| Hodges Capital Management Inc. |
4 |
| Point72 Middle East FZE |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
4 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
4 |
| West Coast Financial LLC |
4 |
| Janney Capital Management LLC |
4 |
| Clearline Capital LP |
4 |
| Becker Capital Management Inc |
4 |
| Tiaa Cref Trust Co Fsb/mo |
4 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
4 |
| Verity Asset Management, Inc. |
4 |
| Coppell Advisory Solutions Corp. |
4 |
| Armistice Capital, Llc |
4 |
| Fulton Bank, N.a. |
4 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
4 |
| Orca Investment Management, LLC |
4 |
| Shikiar Asset Management Inc |
4 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
4 |
| Foundry Partners, LLC |
4 |
| Alpha Cubed Investments, LLC |
4 |
| Parasol Investment Management, LLC |
4 |
| Spot Trading L.l.c. |
4 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
4 |
| Donald L. Hagan, LLC |
4 |
| Emerald Advisers, Llc |
4 |
| Tiverton Asset Management Llc |
4 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
| Fortaleza Asset Management Inc/ |
4 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
4 |
| Lebenthal Asset Management, LLC |
4 |
| Spears Abacus Advisors LLC |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| Cordant, Inc. |
4 |
| L & S Advisors Inc |
4 |
| Northeast Financial Consultants Inc |
4 |
| Capital Wealth Planning, LLC |
4 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
4 |
| Independence Bank of Kentucky |
4 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
4 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
4 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
4 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
4 |
| Signition Lp |
4 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
4 |
| Aull & Monroe Investment Management Corp |
4 |
| Everett Harris & Co /ca/ |
4 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
4 |
| Alexandria Capital, LLC |
4 |
| Integrated Investment Consultants, LLC |
4 |
| Wexford Capital Lp |
4 |
| Boston Private Wealth Llc |
4 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
4 |
| IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
4 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
4 |
| Old Second National Bank Of Aurora |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| Equitec Specialists, Llc |
4 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
| Jefferies Financial Group Inc. |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| Chilton Capital Management Llc |
4 |
| Friess Associates Llc |
4 |
| One Wealth Advisors, LLC |
4 |
| Clifford Swan Investment Counsel Llc |
4 |
| Amundi |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| Gdl Fund |
4 |
| Financial Counselors Inc |
4 |
| GW&K Investment Management, LLC |
4 |
| Btr Capital Management Inc |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| Cobiz Investment Management, Llc |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| Saturna Capital CORP |
4 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
4 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
4 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
4 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
4 |
| Gryphon Financial Partners LLC |
4 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
4 |
| Camber Capital Management LP |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
4 |
| Osborne Partners Capital Management, Llc |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| Northern Capital Management Llc |
4 |
| Boys Arnold & Co Inc |
4 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Windsor Capital Management, LLC |
4 |
| Zions Trust, National Association |
4 |
| Acropolis Investment Management, LLC |
4 |
| EagleClaw Capital Managment, LLC |
4 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| First National Bank Sioux Falls |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| Citizens Financial Group Inc/ri |
4 |
| FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
4 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| Vanguard Horizon Funds |
4 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
4 |
| Trust CO of the Ozarks |
4 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
4 |
| BLB&B Advisors, LLC |
4 |
| Railway Pension Investments Ltd |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
4 |
| Aris Wealth Services, Inc. |
4 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Pendal Group Ltd |
4 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
| Highmount Capital, LLC |
4 |
| Eads & Heald Wealth Management |
4 |
| PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
4 |
| Vanguard Explorer Fund |
4 |
| Trust Co Of Toledo Na /oh/ |
4 |
| Twin Capital Management Inc |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
4 |
| NTHEX - Northeast Investors Trust - Northeast Investors Trust |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| Weatherly Asset Management L. P. |
4 |
| Tredje AP-fonden |
4 |
| Hallmark Capital Management Inc |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| IMS Capital Management |
4 |
| Howland Capital Management Llc |
4 |
| Benin Management CORP |
4 |
| Turner Funds |
4 |
| Dominick & Dominick LLC |
4 |
| Grimes & Company, Inc. |
4 |
| Nwam Llc |
4 |
| Regent Investment Management LLC |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Detwiler Fenton Investment Management LLC |
4 |
| Guardian Investor Services Llc |
4 |
| Capital Management Associates /ny/ |
4 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
4 |
| York Capital Management Global Advisors, LLC |
4 |
| Gargoyle Investment Advisor L.L.C. |
4 |
| First National Trust Co |
4 |
| Bath Savings Trust Co |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
4 |
| BlueCrest Capital Management LLP |
4 |
| Cobblestone Capital Advisors Llc /ny/ |
4 |
| CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
4 |
| Jacobus Wealth Management, Inc. |
4 |
| Wendell David Associates Inc |
4 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
4 |
| CenterStar Fund, LLC |
4 |
| Peachtree Investment Advisors, Inc. |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| Founders Bank & Trust |
4 |
| Ferris Capital, Llc |
4 |
| Bb&t Investment Services, Inc. |
4 |
| Gary Goldberg Planning Services Inc |
4 |
| CoreCap Advisors, LLC |
4 |
| Penseco Financial Services Corp |
4 |
| Trust Co |
4 |
| PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| Independence Capital Asset Partners, LLC |
4 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
4 |
| Ohio National Investments, Inc. |
4 |
| Grandview Asset Management LLC |
4 |
| Community Bank System, Inc. |
4 |
| Capital Bank & Trust Co |
4 |
| Keeley Asset Management Corp |
4 |
| Citizens & Northern Corp |
4 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
4 |
| RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
4 |
| SJS Investment Consulting Inc. |
4 |
| Kms Financial Services, Inc |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| Texas Capital Bancshares Inc/tx |
4 |
| Brave Asset Management Inc |
4 |
| St. Johns Investment Management Company, LLC |
4 |
| Ingalls & Snyder Llc |
4 |
| Montag A & Associates Inc |
4 |
| West Oak Capital, LLC |
4 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
4 |
| Bush Odonnell Investment Advisors Inc |
4 |
| McAdams Wright Ragen, Inc. |
4 |
| Banyan Partners, LLC |
4 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
4 |
| Sterne Agee Group, Inc. |
4 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
| Cadence Capital Management Llc |
4 |
| Mountain Capital Investment Advisors, Inc |
4 |
| Eagle Asset Management Inc |
4 |
| Burnham Asset Management Corp /ny/ |
4 |
| Taylor Hoffman Wealth Management |
4 |
| Haverford Trust Co |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Wellington Shields & Co., LLC |
4 |
| WMS Partners, LLC |
4 |
| Evoke Wealth, Llc |
4 |
| Moody National Bank Trust Division |
4 |
| Westover Capital Advisors, LLC |
4 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| Diametric Capital, LP |
4 |
| First Financial Corp /in/ |
4 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
4 |
| Curi Wealth Management, LLC |
3 |
| Legacy Capital Partners, Inc. |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
3 |
| Bowen Hanes & Co Inc |
3 |
| Willingdon Wealth Management |
3 |
| Trust Investment Advisors |
3 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
3 |
| HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
3 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
| Ws Management Lllp |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
3 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
3 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
3 |
| Hartline Investment Corp/ |
3 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
3 |
| Gladius Capital Management LP |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| Ycg, Llc |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| Argent Trust Co |
3 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
| Gratus Capital LLC |
3 |
| Inverness Investment Group, LLC |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| Cambridge Financial Group, Inc. |
3 |
| Verity & Verity, LLC |
3 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
3 |
| J.P. Turner & Co Capital Mnagement, LLC |
3 |
| IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
3 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
3 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
3 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
| South Street Advisors LLC |
3 |
| Montag & Caldwell, Llc |
3 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
| Kingfisher Capital LLC |
3 |
| Ativo Capital Management LLC |
3 |
| Covington Investment Advisors Inc. |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| Horan Capital Advisors, LLC. |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| New England Asset Management Inc |
3 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Stonebridge Capital Management Inc |
3 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
3 |
| Accredited Investors Inc. |
3 |
| Orinda Asset Management LLC |
3 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| PFG Private Wealth Management, LLC |
3 |
| Macroview Investment Management Llc |
3 |
| Savior LLC |
3 |
| SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class |
3 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
3 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
3 |
| ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
3 |
| Duff & Phelps Investment Management Co |
3 |
| MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Brahman Capital Corp. |
3 |
| Mcrae Capital Management Inc |
3 |
| Palisade Asset Management, LLC |
3 |
| Live Your Vision, LLC |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| Raub Brock Capital Management LP |
3 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
| Van Hulzen Asset Management, LLC |
3 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
| FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio |
3 |
| Summit Financial Wealth Advisors, LLC |
3 |
| Harding Loevner Lp |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
3 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| Skylands Capital, LLC |
3 |
| Arvest Bank Trust Division |
3 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
| COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A |
3 |
| Heritage Investors Management Corp |
3 |
| Berkshire Asset Management Llc/pa |
3 |
| Para Advisors Llc |
3 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| Mairs & Power Inc |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
3 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
3 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
3 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
3 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
3 |
| Searle & Co. |
3 |
| BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
3 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Capital International Inc /ca/ |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| Beese Fulmer Investment Management, Inc. |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| Edgar Lomax Co/va |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
3 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
3 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| Rotella Capital Management, Inc. |
3 |
| Atlanta Capital Management Co L L C |
3 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
3 |
| Kidder Stephen W |
3 |
| JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| Notis-McConarty Edward |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
3 |
| Puzo Michael J |
3 |
| SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Hutchens Investment Management Inc |
3 |
| Aureus Asset Management, LLC |
3 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
3 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| Saiers Capital, LLC |
3 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
3 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
3 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
3 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| Timber Creek Capital Management LLC |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
3 |
| InterOcean Capital, LLC |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
3 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| Capital International Sarl |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
3 |
| Verdence Capital Advisors LLC |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| LVW Advisors, LLC |
3 |
| East Coast Asset Management, LLC. |
3 |
| Platte River Capital LLC |
3 |
| Crestwood Advisors Group LLC |
3 |
| Samalin Investment Counsel, LLC |
3 |
| Bainco International Investors |
3 |
| Venture Visionary Partners LLC |
3 |
| Mraz, Amerine & Associates, Inc. |
3 |
| Quadrature Capital LLP |
3 |
| Great Diamond Partners, LLC |
3 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
3 |
| Lord Abbett Credit Opportunities Fund |
3 |
| 40 North Management LLC |
3 |
| Banque Cantonale Vaudoise |
3 |
| Boltwood Capital Management |
3 |
| Tuttle Tactical Management LLC |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Islay Capital Management, Llc |
3 |
| Atlas Private Wealth Management |
3 |
| Strategic Global Advisors, LLC |
3 |
| Anfield Capital Management, LLC |
3 |
| Healthcare Of Ontario Pension Plan Trust Fund |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| Keebeck Alpha, LP |
3 |
| Zebra Capital Management LLC |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| McNamara Financial Services, Inc. |
3 |
| Concert Wealth Management Inc. |
3 |
| Glenview State Bank Trust Dept. |
3 |
| NWK Group, Inc. |
3 |
| Hudson Valley Investment Advisors Inc /adv |
3 |
| Harvey Investment Co Llc |
3 |
| USS Investment Management Ltd |
3 |
| Gibraltar Capital Management, Inc. |
3 |
| Invenomic Capital Management LP |
3 |
| Woodline Partners LP |
3 |
| Aristotle Capital Management, LLC |
3 |
| Bellevue Asset Management, Llc |
3 |
| Capital Advisory Group Advisory Services, LLC |
3 |
| Salient Capital Advisors, LLC |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| Zuckerman Investment Group, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
| Farr Miller & Washington Llc/dc |
3 |
| Gabelli Equity Series Funds Inc |
3 |
| Meitav Dash Investments Ltd |
3 |
| Weitz Investment Management, Inc. |
3 |
| Welch Capital Partners Llc/ny |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| Kdi Capital Partners Llc |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| TFG Advisers LLC |
3 |
| HighMark Wealth Management LLC |
3 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
| Bellevue Asset Management AG |
3 |
| Jag Capital Management, Llc |
3 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| F&C Asset Management plc |
3 |
| Galaxy Capital Trading Ltd |
3 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
3 |
| Silver Bridge Capital Management LLC |
3 |
| Harvest Capital Management Inc |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Argent Capital Management Llc |
3 |
| Saddle Road Partners, LLC |
3 |
| Caas Capital Management Lp |
3 |
| Rsm Us Wealth Management Llc |
3 |
| V Wealth Advisors LLC |
3 |
| Oliver Luxxe Assets LLC |
3 |
| Kelman-Lazarov, Inc. |
3 |
| Disciplined Investments, LLC |
3 |
| Kalos Management, Inc. |
3 |
| WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
| Confluence Wealth Management LLC |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2031 |
3 |
| Granite Investment Partners, LLC |
3 |
| Tributary Capital Management, LLC |
3 |
| Lakeview Capital Partners, LLC |
3 |
| Springhouse Capital Management, LP |
3 |
| Armbruster Capital Management, Inc. |
3 |
| Bank Of The West |
3 |
| Torray Llc |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| Stuart Chaussee & Associates, Inc. |
3 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
| Exane Asset Management |
3 |
| Broadview Advisors Llc |
3 |
| Syntal Capital Partners, LLC |
3 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| Taylor, Cottrill, Erickson & Associates, Inc. |
3 |
| Bristlecone Advisors, LLC |
3 |
| SpiderRock Trading LLC |
3 |
| Miles Capital, Inc. |
3 |
| Adams Hall Wealth Advisors, LLC |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| Lafayette Investments, Inc. |
3 |
| TimesSquare Capital Management, LLC |
3 |
| MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
3 |
| Wrapmanager Inc |
3 |
| FDO Partners, LLC |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| Stearns Financial Services Group |
3 |
| Matarin Capital Management, LLC |
3 |
| RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
3 |
| Forsta Ap-fonden |
3 |
| ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
3 |
| Frontier Investment Mgmt Co |
3 |
| Fma Advisory Inc |
3 |
| OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares |
3 |
| Simmons Bank |
3 |
| Marshall & Sullivan Inc /wa/ |
3 |
| GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
3 |
| NorthRock Partners, LLC |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
| PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class |
3 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
| Godshalk Welsh Capital Management, Inc. |
3 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
3 |
| U S Global Investors Inc |
3 |
| Atlas Private Wealth Advisors |
3 |
| Scotia Asset Management L.P. |
3 |
| OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
3 |
| TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
3 |
| Insight Capital Research & Management Inc |
3 |
| Hanson & Doremus Investment Management |
3 |
| Traxis Partners Lp |
3 |
| Coolidge Francis L |
3 |
| Meridian Investment Counsel Inc. |
3 |
| First Allied Asset Management, Inc. |
3 |
| Institute for Wealth Management, LLC. |
3 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
3 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
3 |
| American Money Management, LLC |
3 |
| Donaldson Capital Management, Llc |
3 |
| Guardian Capital Advisors Lp |
3 |
| Orbimed Advisors Llc |
3 |
| Holloway Wealth Management, LLC |
3 |
| Edmond de Rothschild (Europe) |
3 |
| Boyer & Corporon Wealth Management, LLC |
3 |
| Smith & Howard Wealth Management, LLC |
3 |
| Cognios Capital, LLC |
3 |
| Planned Solutions, Inc. |
3 |
| RPg Family Wealth Advisory, LLC |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| Argent Trust Co |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| Chiron Capital Management, Llc |
3 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
3 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
| BlackRock Capital Allocation Trust |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| Rudman Errol M |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
3 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
3 |
| Old Mission Capital Llc |
3 |
| Accel Wealth Management |
3 |
| Antipodean Advisors LLC |
3 |
| Fort, L.p. |
3 |
| MKP Capital Management, L.L.C. |
3 |
| Rainier Investment Management Llc |
3 |
| GoalVest Advisory LLC |
3 |
| Nokota Management, LP |
3 |
| Budros, Ruhlin & Roe, Inc. |
3 |
| BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
3 |
| McCarthy Asset Management, Inc. |
3 |
| Interval Partners, LP |
3 |
| HRS Investment Holdings, LLC |
3 |
| Aaron Wealth Advisors LLC |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Freshford Capital Management, LLC |
3 |
| Brandes Investment Partners, Lp |
3 |
| Virtus ETF Advisers LLC |
3 |
| Annapolis Financial Services, LLC |
3 |
| Reby Advisors, LLC |
3 |
| Tlp Group Llc |
3 |
| Altus Wealth Group LLC |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Healthcare Value Capital, LLC |
3 |
| P Schoenfeld Asset Management Lp |
3 |
| Sittner & Nelson, Llc |
3 |
| Ade, Llc |
3 |
| Tradition Wealth Management, LLC |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| NinePointTwo Capital |
3 |
| Cibc World Markets Corp |
3 |
| Retirement Group, LLC |
3 |
| Cs Mckee Lp |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Main Street Financial Solutions, LLC |
3 |
| Osterweis Capital Management Inc |
3 |
| Childress Capital Advisors, Llc |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| Valley Brook Capital Group, Inc. |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| Accident Compensation Corp |
3 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| Park Avenue Institutional Advisers LLC |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| Shay Capital LLC |
3 |
| Venturi Wealth Management, LLC |
3 |
| Cedar Capital, Llc |
3 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
| Rampart Investment Management Company, LLC |
3 |
| JS Capital Management LLC |
3 |
| Continuum Advisory, LLC |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| Money Concepts Capital Corp |
3 |
| Bluestein R H & Co |
3 |
| Chubb Corp |
3 |
| Prentice Wealth Management LLC |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| VIOPX - VALIC Co I - International Opportunities Fund |
3 |
| Kernodle & Katon Asset Management Group, LLC |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| Farmers National Bank |
3 |
| Bbva Usa |
3 |
| Chickasaw Capital Management Llc |
3 |
| Advisor Resource Council |
3 |
| CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
3 |
| Birch Hill Investment Advisors LLC |
3 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
| Wilkins Investment Counsel Inc |
3 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
| Olstein Capital Management, L.P. |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
3 |
| Klingman & Associates, LLC |
3 |
| SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
3 |
| FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M |
3 |
| Sector Gamma As |
3 |
| Advisory Research Inc |
3 |
| Physicians Financial Services, Inc. |
3 |
| Strategic Asset Management, LLC |
3 |
| Baker Chad R |
3 |
| Hugh Johnson Advisors LLC |
3 |
| Bell Investment Advisors, Inc |
3 |
| Studio Investment Management Llc |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
| Crystal Rock Capital Management |
3 |
| William Blair Investment Management, Llc |
3 |
| Banco BTG Pactual S.A. |
3 |
| Cowen Prime Services LLC |
3 |
| ICONIQ Capital, LLC |
3 |
| Rosenblum Silverman Sutton S F Inc /ca |
3 |
| United Fire Group Inc |
3 |
| Oak Thistle LLC |
3 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| Schubert & Co |
3 |
| Md Sass Investors Services Inc |
3 |
| Cornerstone Financial Partners, LLC |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
3 |
| Indices-Pac Research Corp. |
3 |
| Green Arrow Capital Management Llc |
3 |
| Steward Financial Group LLC |
3 |
| Lombard Odier & Cie (Bahamas) Ltd |
3 |
| Ameritas Advisory Services, LLC |
3 |
| Morris Capital Advisors, LLC |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| American Beacon Advisors, Inc. |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| Fiduciary Asset Management Llc |
3 |
| Caldwell Securities, Inc |
3 |
| Loeb Offshore Management LP |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| FRG Family Wealth Advisors LLC |
3 |
| Aurora Investment Counsel |
3 |
| Adamant Biomedical Investments AG |
3 |
| Columbia Capital Llc |
3 |
| Valley National Bancorp |
3 |
| First Citizens Bancorporation Inc |
3 |
| Alpine Associates Advisors |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Kendall Square Capital, LLC |
3 |
| Snowden Capital Advisors LLC |
3 |
| Madison Investment Holdings Inc |
3 |
| Bankers Trust Co |
3 |
| Harwood Advisory Group, LLC |
3 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
| Delphi Private Advisors LLC |
3 |
| Cascade Investment Advisors, Inc. |
3 |
| Corton Capital Inc. |
3 |
| Nicholas Hoffman & Company, LLC. |
3 |
| Wintrust Investments Llc |
3 |
| Yellowstone Partners, LLC |
3 |
| Transform Wealth, LLC |
3 |
| SFE Investment Counsel |
3 |
| Zullo Investment Group, Inc. |
3 |
| Arvest Trust Co N A |
3 |
| Lilley & Co |
3 |
| Raleigh Capital Management Inc. |
3 |
| Stux Capital Management, LLC |
3 |
| Violich Capital Management, Inc. |
3 |
| Tyler-Stone Wealth Management |
3 |
| Well Done, LLC |
3 |
| Rikoon Group, LLC |
3 |
| Guidant Wealth Advisors |
3 |
| Stanford Investment Group, Inc. |
3 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| Kepos Capital LP |
3 |
| Quent Capital, LLC |
3 |
| Corient Capital Partners, LLC |
3 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
| StoneX Group Inc. |
3 |
| JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund |
3 |
| Clearwater Capital Advisors, LLC |
3 |
| RGT Wealth Advisors, LLC |
3 |
| Vaughan David Investments Inc/il |
3 |
| American Trust |
3 |
| First Bank & Trust |
3 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
3 |
| Norway Savings Bank |
3 |
| Teton Westwood Funds |
3 |
| First Command Bank |
3 |
| First Command Financial Services, Inc. |
3 |
| Mascoma Wealth Management LLC |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| Equity Investment Corp |
3 |
| Radnor Capital Management, LLC |
3 |
| Markston International Llc |
3 |
| Baxter Bros Inc |
3 |
| Abbrea Capital, LLC |
3 |
| West Chester Capital Advisors, Inc |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Northstar Investment Advisors Llc |
3 |
| Elgethun Capital Management |
3 |
| Tcwp Llc |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| Beacon Capital Management, LLC |
3 |
| Hunting Hill Global Capital, LLC |
3 |
| Perennial Advisors, LLC |
3 |
| Baader Bank INC |
3 |
| First Capital Advisors Group, LLC. |
3 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
3 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
| Polianta Ltd |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF |
3 |
| Smith Shellnut Wilson Llc /adv |
3 |
| ICICI Prudential Asset Management Co Ltd |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| Northwest Quadrant Wealth Management, LLC |
3 |
| Cpwm, Llc |
3 |
| Meridian Wealth Management, LLC |
3 |
| Good Life Advisors, LLC |
3 |
| DLD Asset Management, LP |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| Banco Santander, S.A. |
3 |
| Empire Life Investments Inc. |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| Opus Capital Group, LLC |
3 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
3 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| Brewin Dolphin Wealth Management Ltd |
3 |
| PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
3 |
| Cortina Asset Management, LLC |
3 |
| R&F Capital Advisors LP |
3 |
| AMG National Trust Bank |
3 |
| Two Roads Shared Trust - Conductor Global Equity Value ETF |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Zevin Asset Management Llc |
3 |
| Stephens Consulting, LLC |
3 |
| RFP Financial Group LLC |
3 |
| Mercer Investment Management, Inc. |
3 |
| Advantage Investment Management, Llc |
3 |
| Infrastructure Capital Advisors, Llc |
3 |
| Aspiriant, Llc |
3 |
| Israel Discount Bank Of New York /gfn |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| Bleakley Financial Group, LLC |
3 |
| Doyle Wealth Management |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| Dunvegan Associates, Inc. |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Heritage Trust Co |
3 |
| Family Legacy, Inc. |
3 |
| Israel Discount Bank of New York |
3 |
| Global Financial Private Capital, LLC |
3 |
| Vivaldi Capital Management, LLC |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| Pzena Investment Management Llc |
3 |
| Quarry LP |
3 |
| Headlands Technologies LLC |
3 |
| Achmea Investment Management B.V. |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| Iridian Asset Management Llc/ct |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| Lido Advisors, LLC |
3 |
| Franklin, Parlapiano, Turner & Welch, LLC |
3 |
| True Wealth Design, LLC |
3 |
| Watermark Asset Management, Inc. |
3 |
| Atlantic Trust, LLC |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
3 |
| Lakewood Asset Management LLC |
3 |
| CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares |
3 |
| Sage Capital Advisors,llc |
3 |
| Acrisure Capital Management, LLC |
3 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
3 |
| Bell Bank |
3 |
| Tiaa, Fsb |
3 |
| Summit X, LLC |
3 |
| Ahrens Investment Partners LLC |
3 |
| Schaper Benz & Wise Investment Counsel Inc/wi |
3 |
| Bogart Wealth, LLC |
3 |
| Donoghue Forlines LLC |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Beach Investment Counsel Inc/pa |
3 |
| Imprint Wealth LLC |
3 |
| Cito Capital Group, LLC |
3 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. |
3 |
| Landaas & Co /wi /adv |
3 |
| De Burlo Group Inc |
3 |
| Sawyer & Company, Inc |
3 |
| ORG Partners LLC |
3 |
| KCS Wealth Advisory |
3 |
| Cerebellum GP, LLC |
3 |
| FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
3 |
| Gts Securities Llc |
3 |
| RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
| Townsend & Associates, Inc |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
| Arlington Partners LLC |
3 |
| IFG Advisory, LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
3 |
| Ballew Advisors, Inc |
3 |
| Emory University |
3 |
| Farther Finance Advisors, LLC |
3 |
| Global Trust Asset Management, LLC |
3 |
| Rainier Investment Management Mutual Funds |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Keel Point, LLC |
3 |
| Marble Harbor Investment Counsel, LLC |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Financial Engines Advisors L.L.C. |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| Principal Securities, Inc. |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| Private Wealth Management Group, LLC |
3 |
| Quest Partners LLC |
3 |
| Skopos Labs, Inc. |
3 |
| Voya International High Dividend Equity Income Fund |
3 |
| Smartleaf Asset Management LLC |
3 |
| Goodwin Daniel L |
3 |
| Pathstone Holdings, LLC |
3 |
| Main Street Group, LTD |
3 |
| PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares |
3 |
| Bollard Group LLC |
3 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
3 |
| Court Place Advisors, LLC |
3 |
| FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
3 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
| AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
3 |
| Pimco Income Strategy Fund Ii |
3 |
| Pimco Corporate & Income Opportunity Fund |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
| Pimco Income Strategy Fund |
3 |
| Barbara Oil Co. |
3 |
| Farallon Capital Management Llc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Swedbank AB |
3 |
| LRI Investments, LLC |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| Point72 (DIFC) Ltd |
3 |
| University Of Notre Dame Du Lac |
3 |
| Global Financial Private Client, LLC |
3 |
| EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
3 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
3 |
| Amici Capital, LLC |
3 |
| LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
3 |
| Bank & Trust Co |
3 |
| Cidel Asset Management Inc |
3 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
| Rothschild Investment Llc |
3 |
| Hedeker Wealth, LLC |
3 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| FPA FUNDS TRUST - FPA International Value Fund |
3 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
| Erste Asset Management GmbH |
3 |
| Gabelli Convertible & Income Securities Fund Inc |
3 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
| R Squared Ltd |
3 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| Stonebridge Financial Group, LLC |
3 |
| FS Series Trust - FS Market Neutral Fund Class I |
3 |
| Proffitt & Goodson Inc |
3 |
| Private Management Group Inc |
3 |
| Raymond James Financial Inc |
3 |
| Princeton Capital Management Llc |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
| Grandfield & Dodd, Llc |
3 |
| Waddell & Reed Advisors Funds |
3 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
3 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
| Paragon Capital Management LLC |
3 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
3 |
| TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
3 |
| Smead Capital Management, Inc. |
3 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| Ameriflex Group, Inc. |
3 |
| PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
3 |
| PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
3 |
| PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Sunflower Bank, Na Wealth Management |
3 |
| NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF |
3 |
| MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
3 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
3 |
| Banque Pictet & Cie Sa |
3 |
| Scout Funds |
3 |
| Hendershot Investments Inc. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| A. D. Beadell Investment Counsel, Inc. |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
3 |
| Pimco Income Opportunity Fund |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
3 |
| Pimco Dynamic Credit & Mortgage Income Fund |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| Trust For Advisor Solutions |
3 |
| Broadfin Capital, LLC |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| Corrado Advisors, Llc |
3 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
| Birch Grove Capital LP |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Us Global Investors Funds |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
3 |
| DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
3 |
| Sterneck Capital Management, LLC |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| Pinnacle Financial Partners Inc |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| WIREX - PFS FUNDS - Wireless Fund |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| Apollo Management Holdings, L.P. |
3 |
| Patten Group, Inc. |
3 |
| CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
3 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Virtus Total Return Fund Inc. |
3 |
| Horizon Investment Services, LLC |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| Us Financial Advisors, Llc |
3 |
| Sentinel Variable Products Trust |
3 |
| Smallcap World Fund Inc |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| Beacon Capital Management, Inc. |
3 |
| Sun Life Financial Inc |
3 |
| Fdp Series, Inc. |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Cypress Capital Group |
3 |
| Sentinel Group Funds Inc |
3 |
| Braun Stacey Associates Inc |
3 |
| Intrepid Capital Management Inc |
3 |
| Westwood Holdings Group Inc |
3 |
| Thomaspartners, Inc. |
3 |
| Oppenheimer Global Multi-asset Growth Fund |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| Gould Asset Management Llc /ca/ |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| Thomas White International Ltd |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Oppenheimer Equity Income Fund |
3 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
3 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
| DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
| Pax World Management Llc |
3 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
| Blackrock Floating Rate Income Trust |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| Clough Global Equity Fund |
3 |
| Ares Dynamic Credit Allocation Fund, Inc. |
3 |
| Clough Global Opportunities Fund |
3 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
3 |
| Horizons Etf Trust I |
3 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| Brant Point Investment Management Llc |
3 |
| DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| Century Capital Management Trust |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| Epoch Investment Partners, Inc. |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
3 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| Azimuth Capital Management LLC |
3 |
| Corsair Capital Management, L.p. |
3 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
| Novare Capital Management Llc |
3 |
| Vertex One Asset Management Inc. |
3 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
| Oppenheimer Global Strategic Income Fund |
3 |
| Vanguard Morgan Growth Fund |
3 |
| Taconic Capital Advisors LP |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| Falcon Edge Capital, LP |
3 |
| SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
| Dreyfus High Yield Strategies Fund |
3 |
| Beech Hill Advisors, Inc. |
3 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
| Underlying Funds Trust |
3 |
| Cookson Peirce & Co Inc |
3 |
| Capstone Series Fund Inc |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Manning & Napier Group, LLC |
3 |
| Monument Capital Management |
3 |
| Copperwynd Financial, LLC |
3 |
| PrairieView Partners, LLC |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Bbr Partners, Llc |
3 |
| Wealthstreet Investment Advisors, LLC |
3 |
| Trilogy Capital Inc. |
3 |
| Headinvest, Llc |
3 |
| Successful Portfolios LLC |
3 |
| Tibra Equities Europe Ltd |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Holistic Financial Partners |
3 |
| TAMRO Capital Partners LLC |
3 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
| Advanced Asset Management Advisors Inc |
3 |
| Brigade Capital Management, Lp |
3 |
| Mutual Advisors, LLC |
3 |
| Ford Financial Group, LLC |
3 |
| BancorpSouth Bank |
3 |
| Midwest Professional Planners, LTD. |
3 |
| Kaizen Advisory, Llc |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| Sather Financial Group Inc |
3 |
| Delpha Capital Management, Llc |
3 |
| Napier Park Global Capital (US) LP |
3 |
| Larson Financial Group LLC |
3 |
| IPG Investment Advisors LLC |
3 |
| Aft, Forsyth & Company, Inc. |
3 |
| Mork Capital Management, LLC |
3 |
| Blackhawk Capital Partners LLC. |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| 6 Meridian |
3 |
| Edmond De Rothschild (suisse) S.a. |
3 |
| Beryl Capital Management LLC |
3 |
| Athanor Capital, Lp |
3 |
| Diameter Capital Partners LP |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Ncm Capital Management Group Inc |
3 |
| MainStreet Investment Advisors LLC |
3 |
| Altman Advisors, Inc. |
3 |
| Banco de Sabadell, S.A |
3 |
| Ci Investments Inc. |
3 |
| Cowen And Company, Llc |
3 |
| Avestar Capital, LLC |
3 |
| Virtue Capital Management, LLC |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Bangor Savings Bank |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| Wagner Wealth Management, Llc |
3 |
| Paulson Wealth Management Inc. |
3 |
| Xai Octagon Floating Rate & Alternative Income Term Trust |
3 |
| Marino, Stram & Associates Llc |
3 |
| OmniStar Financial Group, Inc. |
3 |
| Burleson & Company, LLC |
3 |
| Intact Investment Management Inc. |
3 |
| Signature Wealth Management Group |
3 |
| Atlas Capital Advisors Llc |
3 |
| Emerald Investment Partners, Llc |
3 |
| Sphera Funds Management Ltd. |
3 |
| West Branch Capital LLC |
3 |
| Pathway Financial Advisors LLC |
3 |
| Castleview Partners, Llc |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Chicago Capital, LLC |
3 |
| Krane Funds Advisors LLC |
3 |
| Braun-Bostich & Associates Inc. |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Heritage Wealth Advisors |
3 |
| North Tide Capital, Llc |
3 |
| Brand Asset Management Group, Inc. |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| JGP Wealth Management, LLC |
3 |
| Heartland Advisors Inc |
3 |
| Boenning & Scattergood, Inc. |
3 |
| Equitable Trust Co |
3 |
| Foundations Investment Advisors, LLC |
3 |
| Cozad Asset Management Inc |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| Portfolio Strategies, Inc. |
3 |
| Selective Wealth Management, Inc. |
3 |
| Bell Rock Capital Llc |
3 |
| Angelo Gordon & Co., L.p. |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Ofi Carlyle Private Credit Fund |
3 |
| Hillhouse Capital Advisors, Ltd. |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Inlet Private Wealth, LLC |
3 |
| Ellis Investment Partners, LLC |
3 |
| Teton Advisors, Inc. |
3 |
| Constellation Wealth Advisors, LLC |
3 |
| Syquant Capital Sas |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| Tcg Advisors, Lp |
3 |
| Old North State Trust, LLC |
3 |
| Pearl River Capital, LLC |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| Clear Investment Research, Llc |
3 |
| Pointe Capital Management LLC |
3 |
| Riverview Trust Co |
3 |
| Stratos Wealth Advisors, LLC |
3 |
| Next Capital Management LLC |
3 |
| Sphinx Trading, Lp |
3 |
| Townsquare Capital Llc |
3 |
| Sepio Capital, LP |
3 |
| MBM Wealth Consultants, LLC |
3 |
| Zions Bancorporation, N.A. |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Front Barnett Associates Llc |
3 |
| Lee Danner & Bass Inc |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Seeyond |
3 |
| Alera Investment Advisors, LLC |
3 |
| Ossiam |
3 |
| Integrated Wealth Counsel, Llc |
3 |
| Bar Harbor Trust Services |
3 |
| Fulton Breakefield Broenniman Llc |
3 |
| Quantinno Capital Management LP |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Strategy Asset Managers Llc |
3 |
| Actinver Wealth Management, Inc. |
3 |
| Harvest Investment Services, LLC |
3 |
| Meridian Wealth Advisors, LLC |
3 |
| Salomon & Ludwin, LLC |
3 |
| Strategic Blueprint, LLC |
3 |
| Toroso Investments, LLC |
3 |
| Wealthspire Advisors, LLC |
3 |
| BRC Investment Management LLC |
3 |
| Alpha Quant Advisors, Llc |
3 |
| Brandywine Oak Private Wealth Llc |
3 |
| Human Investing LLC |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Quest Capital Management Inc /adv |
3 |
| Simply Money Advisors |
3 |
| Surevest, LLC |
3 |
| Princeton Global Asset Management LLC |
3 |
| Centric Wealth Management |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Lebenthal Holdings,LLC |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| Mercer Global Advisors Inc /adv |
3 |
| IMC-Chicago, LLC |
3 |
| Joseph P. Lucia & Associates, LLC |
3 |
| TAP Consulting, LLC |
3 |
| Golden State Wealth Management, LLC |
3 |
| WealthStone, Inc. |
3 |
| Weaver Consulting Group |
3 |
| Arden Trust Co |
3 |
| Macguire, Cheswick & Tuttle Investment Counsel Llc |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| Corsair Opportunity Fund |
3 |
| Rs Investment Management Co Llc |
3 |
| Putnam Voyager Fund |
3 |
| Scott & Selber, Inc. |
3 |
| Texas Yale Capital Corp. |
3 |
| Argentus Capital Management, LLC |
3 |
| Mfs Intermarket Income Trust I |
3 |
| Db-x Exchange-traded Funds Inc. |
3 |
| Iron Financial, LLC |
3 |
| Avion Wealth |
3 |
| Northstar Group, Inc. |
3 |
| Fiduciary Group LLC |
3 |
| Ramius Advisors Llc |
3 |
| Beck Bode, LLC |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| Ariel Investments, Llc |
3 |
| Badgley Phelps & Bell Inc |
3 |
| Smith Chas P & Associates Pa Cpas |
3 |
| Perpetual Ltd |
3 |
| GHP Investment Advisors, Inc. |
3 |
| JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
3 |
| JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund |
3 |
| Wedgewood Investors Inc /pa/ |
3 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
3 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
| Horan Capital Management |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| Rand Wealth, Llc |
3 |
| Diligent Investors, LLC |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
3 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
| NMIEX - Northern Funds - Active M International Equity Fund |
3 |
| North Point Portfolio Managers Corp/oh |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Provident Trust Co |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
3 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
| WestEnd Advisors, LLC |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| Waddell & Reed Financial Inc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2021 |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Windward Capital Management Co /ca |
3 |
| Selway Asset Management |
3 |
| Susquehanna Trust & Investment Co |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| Dividend Asset Capital, Llc |
3 |
| Valmark Advisers, Inc. |
3 |
| Montecito Bank & Trust |
3 |
| AMF Pensionsforsakring AB |
3 |
| Nwq Investment Management Company, Llc |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| IMA Wealth, Inc. |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| Trust Co Of Virginia /va |
3 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
| Bank Of Stockton |
3 |
| Tekla Capital Management LLC |
3 |
| Davis Selected Advisers |
3 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
3 |
| Community Financial Services Group, LLC |
3 |
| Aspen Investment Management Inc |
3 |
| Huntington Steele LLC |
3 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
3 |
| Peddock Capital Advisors, Llc |
3 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| Barry Investment Advisors, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| Westwood Management Corp /il/ |
3 |
| Buckingham Capital Management Inc |
3 |
| SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A |
3 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
| JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
3 |
| CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
3 |
| PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P |
3 |
| Adams Asset Advisors, LLC |
3 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
3 |
| Private Wealth Advisors, Inc. |
3 |
| ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
3 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| Barometer Capital Management Inc. |
3 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
3 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
| Thomasville National Bank |
3 |
| Corbenic Partners LLC |
3 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
| XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF |
3 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
3 |
| Capital Planning Advisors, LLC |
3 |
| Chase Investment Counsel Corp |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| Rockland Trust Co |
3 |
| Meritage Portfolio Management |
3 |
| Lombardia Capital Partners Llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
| Douglas C. Lane & Associates, Inc. |
3 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
| Bridges Investment Management Inc |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
| Marque Millennium Capital Management Lcc |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Lynch & Associates/in |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
| Guild Investment Management, Inc. |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
3 |
| Horrell Capital Management, Inc. |
3 |
| River & Mercantile Asset Management Llp |
3 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
| NewSquare Capital LLC |
3 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
3 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
| E&G Advisors, LP |
3 |
| C WorldWide Group Holding A/S |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
3 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
| Riverbridge Partners Llc |
3 |
| TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y |
3 |
| Mizuho Securities Usa Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| Brookfield Asset Management Inc. |
3 |
| PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund |
3 |
| Markel Corp |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
3 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
3 |
| Charles Stewart Mott Foundation |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
| Davidson Investment Advisors |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| Nicolet Bankshares Inc |
3 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| Hilltop Holdings Inc. |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| Accipiter Capital Management, Llc |
3 |
| Quantum Capital Management |
3 |
| MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
3 |
| Kovitz Investment Group, LLC |
3 |
| Laffer Investments |
3 |
| Maple Capital Management, Inc. |
3 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
3 |
| Capital Impact Advisors, LLC |
3 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
| Loews Corp |
3 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
3 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
| united american securities inc. (d/b/a uas asset management) |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
3 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
3 |
| Colrain Capital Llc |
3 |
| Highland Capital Management Fund Advisors, L.p. |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
3 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
3 |
| JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
3 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
3 |
| CG Asset Management LLC |
3 |
| Davy Global Fund Management Ltd |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
| Midas Management Corp |
3 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
3 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
3 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
3 |
| Anchor Capital Advisors Llc |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| Chemung Canal Trust Co |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| Chatham Capital Group, Inc. |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
| JCIC Asset Management Inc. |
3 |
| MUFG Securities EMEA plc |
3 |
| IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
3 |
| Neumann Capital Management, LLC |
3 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
| Annex Advisory Services, LLC |
3 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
3 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
3 |
| PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
3 |
| PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
3 |
| Baltimore-Washington Financial Advisors, Inc. |
3 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
3 |
| Oxbow Advisors, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
3 |
| Majedie Asset Management Ltd |
3 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
3 |
| Mengis Capital Management, Inc. |
3 |
| Intersect Capital LLC |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
3 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
3 |
| Cliftonlarsonallen Wealth Advisors, Llc |
3 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
3 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
| Independence Trust CO |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
3 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF |
3 |
| Highstreet Asset Management Inc. |
3 |
| FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
3 |
| DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
3 |
| Stonehearth Capital Management, LLC |
3 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
3 |
| Champlain Investment Partners, LLC |
3 |
| Jolley Asset Management, LLC |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| Farmers Trust Co |
3 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
3 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
3 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
3 |
| Sentry Investments Corp. |
3 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| Decatur Capital Management, Inc. |
3 |
| Triangle Securities Wealth Management |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
3 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
3 |
| Consolidated Investment Group LLC |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| Cumberland Partners Ltd |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| Torch Wealth Management LLC |
3 |
| FormulaFolio Investments, LLC |
3 |
| Concorde Asset Management, LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio |
3 |
| ULTRA SERIES FUND - Diversified Income Fund Class I |
3 |
| Ami Asset Management Corp |
3 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
3 |
| M&g Investment Management Ltd |
3 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
3 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
3 |
| Appleton Partners Inc/ma |
3 |
| Stancorp Investment Advisers Inc |
3 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
| SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund |
3 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
| Profunds - Profund Vp Small-cap Value |
3 |
| Northside Capital Management, LLC |
3 |
| Kwmg, Llc |
3 |
| Orrstown Financial Services Inc |
3 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
3 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| American National Bank |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| New Century Investment Management, Inc |
3 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| Stewart & Patten Co Llc |
3 |
| SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I |
3 |
| Sageworth Trust Co |
3 |
| Franklin Street Advisors Inc /nc |
3 |
| Jacobs & Co/ca |
3 |
| First American Bank |
3 |
| Smith Affiliated Capital Corp. |
3 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
| Eagle Capital Management, LLC |
3 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
3 |
| Campbell Newman Asset Management Inc |
3 |
| Lvm Capital Management Ltd/mi |
3 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
| AMG Funds LLC |
3 |
| SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
3 |
| First PREMIER Bank |
3 |
| Hartwell J M Limited Partnership |
3 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
3 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
3 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
| BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A |
3 |
| Exchange Capital Management, Inc. |
3 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| Meristem Family Wealth, LLC |
3 |
| SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
3 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
| Dakota Wealth Management |
3 |
| Deane Retirement Strategies, Inc. |
3 |
| Thompson Rubinstein Investment Management Inc /or/ |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
| FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund |
3 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
3 |
| FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund |
3 |
| Burke & Herbert Bank & Trust Co |
3 |
| Montrusco Bolton Investments Inc. |
3 |
| Folger Hill Asset Management LP |
3 |
| Daiwa SB Investments Ltd. |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| CHICAGO TRUST Co NA |
3 |
| Pegasus Partners Ltd. |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| Denali Advisors Llc |
3 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| Hilton Capital Management, LLC |
3 |
| Pensionfund DSM Netherlands |
3 |
| Albion Financial Group /ut |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| Canal Insurance CO |
3 |
| Moreno Evelyn V |
3 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
| Centre Asset Management, LLC |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Modera Wealth Management, LLC |
3 |
| Palo Capital, Inc. |
3 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
3 |
| Terra Nova Asset Management LLC |
3 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
3 |
| Krilogy Financial LLC |
3 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
3 |
| VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
3 |
| IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
3 |
| Voya Financial Advisors, Inc. |
3 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| Strategic Wealth Advisors Group, LLC |
3 |
| Balentine LLC |
3 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
| SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| Hall Laurie J Trustee |
3 |
| EP Wealth Advisors, Inc. |
3 |
| IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
3 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
| Gyroscope Capital Management Group, Llc |
3 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
3 |
| Cobalt Capital Management, Inc. |
3 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
| Sigma Capital Management Llc |
3 |
| HighTower Trust Services, LTA |
3 |
| FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
3 |
| Miller Investment Management, LP |
3 |
| QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund |
3 |
| Private Harbour Investment Management & Counsel, LLC |
3 |
| RiverFront Investment Group, LLC |
3 |
| Homrich & Berg |
3 |
| Altfest L J & Co Inc |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| Ccm Investment Advisers Llc |
3 |
| DSAM Partners (London) Ltd |
3 |
| Braver Wealth Management, LLC |
3 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| Lehman Financial Resources, Inc. |
3 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
3 |
| South Georgia Capital, Llc |
3 |
| CAPROCK Group, Inc. |
3 |
| RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| Pinnacle Wealth Management Advisory Group, LLC |
3 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
3 |
| RFG Advisory, LLC |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
3 |
| Price Capital Management, Inc. |
3 |
| AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
3 |
