| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
31 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
27 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
23 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
23 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
22 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
22 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
22 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
21 |
| Vanguard Group Inc |
20 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
20 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
20 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
19 |
| Bank Of America Corp /de/ |
19 |
| BlackRock, Inc. |
19 |
| Citigroup Inc |
19 |
| Geode Capital Management, Llc |
19 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
19 |
| Morgan Stanley |
19 |
| Barclays Plc |
19 |
| Wells Fargo & Company/mn |
19 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
19 |
| UBS Group AG |
19 |
| Royal Bank Of Canada |
19 |
| Tower Research Capital LLC (TRC) |
18 |
| Deutsche Bank Ag\ |
18 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
18 |
| Jpmorgan Chase & Co |
17 |
| Fmr Llc |
17 |
| Citadel Advisors Llc |
17 |
| Susquehanna International Group, Llp |
17 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
17 |
| Goldman Sachs Group Inc |
17 |
| Proequities, Inc. |
17 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
17 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
17 |
| Renaissance Technologies Llc |
17 |
| BlackRock Fund Advisors |
16 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
16 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
16 |
| Jane Street Group, Llc |
16 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
16 |
| Dimensional Fund Advisors Lp |
16 |
| Northern Trust Corp |
16 |
| Ubs Ag |
16 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
16 |
| Virtu Financial LLC |
16 |
| Two Sigma Investments, Lp |
16 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
16 |
| Bank of New York Mellon Corp |
16 |
| State Street Corp |
16 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
15 |
| Advisor Group Holdings, Inc. |
15 |
| Millennium Management Llc |
15 |
| Bnp Paribas Arbitrage, Sa |
15 |
| New York State Common Retirement Fund |
15 |
| Invesco Ltd. |
15 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
15 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
15 |
| Two Sigma Advisers, Lp |
15 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
15 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
15 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
| Acadian Asset Management Llc |
15 |
| Marshall Wace, Llp |
15 |
| Credit Suisse Ag/ |
15 |
| IFP Advisors, Inc |
15 |
| BlackRock Institutional Trust Company, N.A. |
15 |
| Wolverine Trading, Llc |
15 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
14 |
| Bank Of Montreal /can/ |
14 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
14 |
| American International Group, Inc. |
14 |
| Victory Capital Management Inc |
14 |
| Rhumbline Advisers |
14 |
| Creative Planning |
14 |
| California Public Employees Retirement System |
14 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
| California State Teachers Retirement System |
14 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
14 |
| Ameriprise Financial Inc |
14 |
| Parametric Portfolio Associates Llc |
14 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
14 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
13 |
| Kcg Holdings, Inc. |
13 |
| Paloma Partners Management Co |
13 |
| Group One Trading, L.p. |
13 |
| Simplex Trading, Llc |
13 |
| Squarepoint Ops LLC |
13 |
| Manufacturers Life Insurance Company, The |
13 |
| Russell Investments Group, Ltd. |
13 |
| Cubist Systematic Strategies, LLC |
13 |
| Advisor Group, Inc. |
13 |
| Ladenburg Thalmann Financial Services Inc |
13 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
13 |
| Pnc Financial Services Group, Inc. |
13 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
13 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
13 |
| BlackRock Investment Management, LLC |
13 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
13 |
| Alliancebernstein L.p. |
13 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
13 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
13 |
| Legal & General Group Plc |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
13 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
13 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
| Charles Schwab Investment Management Inc |
13 |
| Panagora Asset Management Inc |
13 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
12 |
| Qube Research & Technologies Ltd |
12 |
| XTX Topco Ltd |
12 |
| Aquatic Capital Management LLC |
12 |
| Prelude Capital Management, Llc |
12 |
| Advisory Services Network, LLC |
12 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
12 |
| Aqr Capital Management Llc |
12 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
12 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
12 |
| PDT Partners, LLC |
12 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
12 |
| Engineers Gate Manager LP |
12 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
| Bessemer Group Inc |
12 |
| BlackRock Advisors LLC |
12 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
12 |
| Tiaa Cref Investment Management Llc |
12 |
| Walleye Trading LLC |
12 |
| First Horizon Advisors, Inc. |
12 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
12 |
| D. E. Shaw & Co., Inc. |
12 |
| Trexquant Investment LP |
12 |
| First Trust Advisors Lp |
12 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
12 |
| Cutler Group LP |
12 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
12 |
| Algert Global Llc |
12 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
12 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
12 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
12 |
| Wellington Management Group Llp |
12 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
12 |
| Federated Hermes, Inc. |
12 |
| Royce & Associates Lp |
12 |
| Us Bancorp \de\ |
12 |
| Oxford Asset Management Llp |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
11 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
11 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
11 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
11 |
| Principal Funds Inc |
11 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
11 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
11 |
| Voya Investment Management Llc |
11 |
| Nationwide Fund Advisors |
11 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
11 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
11 |
| Metropolitan Life Insurance Co/ny |
11 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
11 |
| O'shaughnessy Asset Management, Llc |
11 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
11 |
| Lazard Asset Management Llc |
11 |
| ProShare Advisors LLC |
11 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
11 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
| Russell Frank Co/ |
11 |
| Jones Financial Companies Lllp |
11 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
| Gsa Capital Partners Llp |
11 |
| Macquarie Group Ltd |
11 |
| Vanguard Index Funds |
11 |
| Hrt Financial Lp |
11 |
| Jump Financial, LLC |
11 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
11 |
| A.R.T. Advisors, LLC |
11 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
11 |
| Strs Ohio |
11 |
| Man Group plc |
11 |
| Acrospire Investment Management LLC |
11 |
| Envestnet Asset Management Inc |
11 |
| Raymond James & Associates |
11 |
| Sei Investments Co |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
11 |
| Teachers Advisors, Llc |
11 |
| Ameritas Investment Partners, Inc. |
10 |
| American Century Companies Inc |
10 |
| Bridgeway Capital Management Inc |
10 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
10 |
| Steward Partners Investment Advisory, Llc |
10 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
10 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
10 |
| BlackRock Group LTD |
10 |
| Schonfeld Strategic Advisors LLC |
10 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
| PEAK6 Investments LLC |
10 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
10 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
10 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
10 |
| Dynamic Technology Lab Private Ltd |
10 |
| Pacer Advisors, Inc. |
10 |
| State Board Of Administration Of Florida Retirement System |
10 |
| Ubs Asset Management Americas Inc |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
10 |
| AdvisorNet Financial, Inc |
10 |
| Boothbay Fund Management, Llc |
10 |
| Mackenzie Financial Corp |
10 |
| Prudential Financial Inc |
10 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
10 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
10 |
| State Of Wisconsin Investment Board |
10 |
| LPL Financial LLC |
10 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
| Federation des caisses Desjardins du Quebec |
10 |
| Arrowstreet Capital, Limited Partnership |
10 |
| Jacobs Levy Equity Management, Inc |
10 |
| Raymond James Financial Inc |
10 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
10 |
| Great West Life Assurance Co /can/ |
10 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
10 |
| Essex Investment Management Co Llc |
10 |
| Tocqueville Asset Management L.p. |
10 |
| Bailard, Inc. |
10 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
10 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
10 |
| Fifth Third Bancorp |
10 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
10 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
10 |
| Emerald Acquisition Ltd. |
10 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
10 |
| Ergoteles LLC |
10 |
| D.a. Davidson & Co. |
10 |
| Boston Partners |
10 |
| Ancora Advisors, LLC |
10 |
| Cwm, Llc |
10 |
| Verition Fund Management LLC |
10 |
| Northwestern Mutual Wealth Management Co |
10 |
| TCI Wealth Advisors, Inc. |
10 |
| Cornerstone Capital Management Holdings Llc. |
10 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
10 |
| Swiss National Bank |
10 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
10 |
| SG Americas Securities, LLC |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
10 |
| Huntington National Bank |
10 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
10 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
10 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
9 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
9 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
| Quarry LP |
9 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
9 |
| Blair William & Co/il |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| Connor, Clark & Lunn Investment Management Ltd. |
9 |
| Brandywine Global Investment Management, LLC |
9 |
| Marshall Wace North America L.P. |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
9 |
| Globeflex Capital L P |
9 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
9 |
| Janney Montgomery Scott LLC |
9 |
| HighTower Advisors, LLC |
9 |
| RBF Capital, LLC |
9 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
9 |
| Balyasny Asset Management Llc |
9 |
| ClariVest Asset Management LLC |
9 |
| Quantbot Technologies LP |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
9 |
| Nuveen Asset Management, LLC |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
9 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
9 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
9 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
9 |
| Quadrature Capital Ltd |
9 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
9 |
| MUFG Americas Holdings Corp |
9 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
9 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
9 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
| Six Circles Trust - Six Circles Global Bond Fund |
9 |
| Jefferies Group LLC |
9 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
9 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
9 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
9 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
9 |
| Norges Bank |
9 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
9 |
| Putnam Investments Llc |
9 |
| Point72 Asset Management, L.P. |
9 |
| Spot Trading L.L.C |
9 |
| Susquehanna Fundamental Investments, Llc |
9 |
| National Bank Of Canada /fi/ |
9 |
| EAM Investors, LLC |
9 |
| Nisa Investment Advisors, Llc |
9 |
| CWM Advisors, LLC |
9 |
| MetLife Investment Management, LLC |
9 |
| CIBC Private Wealth Group, LLC |
9 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
| Nomura Holdings Inc |
9 |
| Signaturefd, Llc |
9 |
| New York State Teachers Retirement System |
9 |
| BlueCrest Capital Management Ltd |
9 |
| Rockefeller Capital Management L.P. |
9 |
| Geneos Wealth Management Inc. |
9 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
9 |
| Menta Capital Llc |
9 |
| Global Retirement Partners, LLC |
9 |
| RidgeWorth Capital Management LLC |
9 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
9 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
9 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
9 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
9 |
| LMR Partners LLP |
9 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| Quantamental Technologies LLC |
9 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
9 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
9 |
| Allworth Financial LP |
9 |
| Franklin Resources Inc |
9 |
| Covestor Ltd |
9 |
| Lord, Abbett & Co. Llc |
9 |
| Allianz Asset Management GmbH |
9 |
| Stifel Financial Corp |
9 |
| Comerica Bank |
9 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
9 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
| Tfs Capital Llc |
9 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
9 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
9 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
| Capstone Investment Advisors, Llc |
9 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
| Price T Rowe Associates Inc /md/ |
9 |
| Clear Street Markets Llc |
9 |
| Empowered Funds, LLC |
9 |
| Captrust Financial Advisors |
9 |
| Vantagepoint Funds |
9 |
| College Retirement Equities Fund |
9 |
| Tiaa-cref Funds |
9 |
| Two Sigma Securities, Llc |
9 |
| Alpine Global Management, LLC |
9 |
| HAP Trading, LLC |
9 |
| PEAK6 Investments, L.P. |
9 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
9 |
| Paradigm Asset Management Co Llc |
9 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
9 |
| Gotham Asset Management, LLC |
8 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
8 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
8 |
| M&t Bank Corp |
8 |
| Versant Capital Management, Inc |
8 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
8 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| Fuller & Thaler Asset Management, Inc. |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
8 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
8 |
| National Asset Management, Inc. |
8 |
| GAMMA Investing LLC |
8 |
| MAI Capital Management |
8 |
| Arizona State Retirement System |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| Concord Wealth Partners |
8 |
| Jefferies Financial Group Inc. |
8 |
| SBI Securities Co., Ltd. |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
8 |
| State of Tennessee, Treasury Department |
8 |
| Teacher Retirement System Of Texas |
8 |
| Nine Chapters Capital Management LLC |
8 |
| Canada Pension Plan Investment Board |
8 |
| Teachers Retirement System Of The State Of Kentucky |
8 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
8 |
| Janus Henderson Group Plc |
8 |
| Wolverine Asset Management Llc |
8 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
8 |
| Commonwealth Equity Services, Llc |
8 |
| Raymond James Financial Services Advisors, Inc. |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
8 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
8 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
8 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
8 |
| L & S Advisors Inc |
8 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
8 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
8 |
| Hartland & Co., LLC |
8 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
8 |
| Centiva Capital, LP |
8 |
| Ground Swell Capital, LLC |
8 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
| State Farm Mutual Fund Trust |
8 |
| State Farm Variable Product Trust |
8 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
8 |
| Amalgamated Bank |
8 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
8 |
| Parkside Financial Bank & Trust |
8 |
| Spark Investment Management LLC |
8 |
| Martingale Asset Management L P |
8 |
| Farther Finance Advisors, LLC |
8 |
| Hsbc Holdings Plc |
8 |
| Lsv Asset Management |
8 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
8 |
| BlackRock Japan Co. Ltd |
8 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
8 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
8 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
8 |
| Employees Retirement System of Texas |
8 |
| Meeder Asset Management Inc |
8 |
| Barings Llc |
8 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
8 |
| MetLife Securities, Inc |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
| Magnetar Financial LLC |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
8 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
8 |
| Rydex Etf Trust |
8 |
| Guggenheim Capital Llc |
8 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
8 |
| Tfs Capital Investment Trust |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
| Kennedy Capital Management, Inc. |
8 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
8 |
| Coldstream Capital Management Inc |
8 |
| Managed Account Advisors Llc |
8 |
| Harel Insurance Investments & Financial Services Ltd. |
8 |
| Los Angeles Capital Management Llc |
8 |
| Thompson Davis & Co., Inc. |
8 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
8 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
8 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
8 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
8 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| EverSource Wealth Advisors, LLC |
8 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
8 |
| State of Wyoming |
8 |
| State of New Jersey Common Pension Fund D |
8 |
| GWM Advisors LLC |
8 |
| SJS Investment Consulting Inc. |
8 |
| Css Llc/il |
8 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
8 |
| Walleye Capital LLC |
8 |
| Sterling Capital Management LLC |
8 |
| ExodusPoint Capital Management, LP |
8 |
| Financial Management Professionals, Inc. |
8 |
| Bayesian Capital Management, LP |
8 |
| Cornercap Investment Counsel Inc |
8 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
8 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
7 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
7 |
| Principal Financial Group Inc |
7 |
| Glenmede Trust Co Na |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
7 |
| OMERS ADMINISTRATION Corp |
7 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
7 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
7 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
| Exchange Traded Concepts, Llc |
7 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
7 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
7 |
| Driehaus Capital Management Llc |
7 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
7 |
| Thrivent Financial For Lutherans |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
| Amundi Pioneer Asset Management Inc |
7 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
7 |
| Laurion Capital Management LP |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
7 |
| Assetmark, Inc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
7 |
| Point72 Hong Kong Ltd |
7 |
| Jane Street Holding, LLC |
7 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
7 |
| JNBA Financial Advisors |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| CENTRAL TRUST Co |
7 |
| Nuveen, LLC |
7 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
7 |
| Analytic Investors, LLC |
7 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
7 |
| Zebra Capital Management LLC |
7 |
| Tudor Investment Corp Et Al |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
7 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
7 |
| Avantax Planning Partners, Inc. |
7 |
| Private Advisor Group, LLC |
7 |
| Cerity Partners LLC |
7 |
| SRS Capital Advisors, Inc. |
7 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
7 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
7 |
| Deere & Co |
7 |
| Parallel Advisors, LLC |
7 |
| Assenagon Asset Management S.A. |
7 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
7 |
| Eaton Vance Management |
7 |
| Smartleaf Asset Management LLC |
7 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
| Quest Partners LLC |
7 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
| Petrus Trust Company, LTA |
7 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
| Vident Advisory, LLC |
7 |
| First Manhattan Co |
7 |
| Hillsdale Investment Management Inc. |
7 |
| Vident Investment Advisory, LLC |
7 |
| Stratos Wealth Partners, LTD. |
7 |
| Public Employees Retirement System Of Ohio |
7 |
| Stone Ridge Asset Management LLC |
7 |
| Dupont Capital Management Corp |
7 |
| LS Investment Advisors, LLC |
7 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| Advisory Research Inc |
7 |
| Valeo Financial Advisors, LLC |
7 |
| Campbell Multi-strategy Trust |
7 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
7 |
| MCF Advisors LLC |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| Ronald Blue Trust, Inc. |
7 |
| Winton Capital Group Ltd |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
7 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
7 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
7 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
| Claymore Exchange-traded Fund Trust |
7 |
| Corton Capital Inc. |
7 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
7 |
| Denali Advisors Llc |
7 |
| Blueshift Asset Management, LLC |
7 |
| Allspring Global Investments Holdings, LLC |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
7 |
| FNY Investment Advisers, LLC |
7 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
| Sofos Investments, Inc. |
7 |
| Optiver Holding B.V. |
7 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
7 |
| Spire Wealth Management |
7 |
| Municipal Employees' Retirement System of Michigan |
7 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
7 |
| Occudo Quantitative Strategies Lp |
7 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| Massmutual Trust Co Fsb/adv |
7 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
7 |
| Numeric Investors Llc |
7 |
| Kestra Advisory Services, LLC |
7 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
7 |
| Schroder Investment Management Group |
7 |
| Public Employees Retirement Association Of Colorado |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| NEXT Financial Group, Inc |
7 |
| Cambridge Investment Research Advisors, Inc. |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
7 |
| Oppenheimer & Co Inc |
7 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
7 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
7 |
| Capital Fund Management S.a. |
7 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
| Axa S.a. |
7 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
| Neuberger Berman Group LLC |
7 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
7 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
7 |
| Highbridge Capital Management Llc |
7 |
| Graham Capital Management, L.P. |
7 |
| Pathstone Family Office, Llc |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
| Healthcare Of Ontario Pension Plan Trust Fund |
7 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
7 |
| KBC Group NV |
7 |
| Aigen Investment Management, Lp |
7 |
| Ellington Management Group Llc |
7 |
| Campbell & CO Investment Adviser LLC |
7 |
| Toronto Dominion Bank |
7 |
| Nordea Investment Management Ab |
7 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
6 |
| Vanguard Horizon Funds |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| Rotella Capital Management, Inc. |
6 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
6 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
6 |
| Advisors Asset Management, Inc. |
6 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
6 |
| Dark Forest Capital Management Lp |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| Cibc World Markets Corp |
6 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
6 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
6 |
| BNP Paribas Asset Management Holding S.A. |
6 |
| Toroso Investments, LLC |
6 |
| Ajo, Lp |
6 |
| Systematic Financial Management Lp |
6 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
6 |
| Vanguard World Fund |
6 |
| State of Alaska, Department of Revenue |
6 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
| APG Asset Management N.V. |
6 |
| CIBC Bancorp USA Inc. |
6 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
6 |
| Pzena Investment Management Llc |
6 |
| Bryn Mawr Capital Management Inc |
6 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
6 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
| Cresset Asset Management, LLC |
6 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
| Foundry Partners, LLC |
6 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
6 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
6 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
6 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
6 |
| Money Concepts Capital Corp |
6 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
| Texas Permanent School Fund |
6 |
| Eaton Vance Ltd Duration Income Fund |
6 |
| Marquette Asset Management, LLC |
6 |
| Quantinno Capital Management LP |
6 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
| International Assets Investment Management, Llc |
6 |
| Point72 (DIFC) Ltd |
6 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
| Voloridge Investment Management, Llc |
6 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
6 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| Klp Kapitalforvaltning As |
6 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
| Police & Firemen's Retirement System of New Jersey |
6 |
| United Services Automobile Association |
6 |
| Airain ltd |
6 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
6 |
| Altshuler Shaham Ltd |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
6 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
| Private Trust Co Na |
6 |
| Innealta Capital, Llc |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| Peak6 Llc |
6 |
| Nomura Asset Management Co Ltd |
6 |
| Winton Diversified Opportunities Fund |
6 |
| Profund Advisors Llc |
6 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
6 |
| Buckingham Strategic Wealth, Llc |
6 |
| Quantitative Investment Management, LLC |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
6 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
6 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
6 |
| Integrated Investment Consultants, LLC |
6 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
| Alyeska Investment Group, L.P. |
6 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
6 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
| Mml Investors Services, Llc |
6 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
6 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
6 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
6 |
| Bridgewater Associates, LP |
6 |
| South Dakota Investment Council |
6 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
6 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
6 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
6 |
| Stevens Capital Management Lp |
6 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
| Standard Life Aberdeen plc |
6 |
| Natixis Advisors, L.p. |
6 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
6 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
6 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
| Belpointe Asset Management LLC |
6 |
| Boston Private Wealth Llc |
6 |
| Summit Trail Advisors, Llc |
6 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
6 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
6 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
6 |
| Capital Performance Advisors Llp |
6 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
6 |
| Rehmann Capital Advisory Group |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
| Quadrant Capital Group Llc |
6 |
| PineBridge Investments, L.P. |
6 |
| Corebridge Financial, Inc. |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Holocene Advisors, LP |
6 |
| Brown Brothers Harriman & Co |
6 |
| Oppenheimer Etf Trust |
6 |
| Hutchin Hill Capital, LP |
6 |
| United Capital Financial Advisers, Llc |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
6 |
| Plante Moran Financial Advisors, LLC |
6 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
6 |
| Whittier Trust Co Of Nevada Inc |
6 |
| Vanguard Whitehall Funds |
6 |
| Venturi Wealth Management, LLC |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
6 |
| Cullen/frost Bankers, Inc. |
6 |
| Ensign Peak Advisors, Inc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
6 |
| Twinbeech Capital Lp |
6 |
| GeoWealth Management, LLC |
6 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
| FORA Capital, LLC |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
6 |
| Larson Financial Group LLC |
6 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
6 |
| Natixis |
6 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
6 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
6 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
6 |
| Van Eck Associates Corp |
6 |
| Shepherd Kaplan Krochuk, Llc |
6 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
6 |
| Vestcor Inc |
6 |
| Kilter Group LLC |
6 |
| Brown Advisory Inc |
6 |
| Carroll Financial Associates, Inc. |
6 |
| Mason Street Advisors, Llc |
6 |
| BRYN MAWR TRUST Co |
6 |
| Lindbrook Capital, Llc |
6 |
| Principal Securities, Inc. |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| Zacks Investment Management |
6 |
| Private Wealth Management Group, LLC |
6 |
| First Eagle Investment Management, LLC |
6 |
| Balter Liquid Alternatives, LLC |
6 |
| Mirae Asset Global Investments Co., Ltd. |
6 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
6 |
| Seizert Capital Partners, Llc |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
6 |
| Mutual Of America Capital Management Llc |
6 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
6 |
| Assured Investment Management LLC |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| Oppenheimer Asset Management Inc. |
6 |
| New England Securities Corp /MA/ |
6 |
| Hbk Investments L P |
6 |
| Ellevest, Inc. |
6 |
| Quent Capital, LLC |
6 |
| Daiwa Securities Group Inc. |
6 |
| Pictet Asset Management Holding SA |
6 |
| Public Sector Pension Investment Board |
6 |
| Oppenheimer Funds Inc |
6 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
6 |
| Ubs Oconnor Llc |
6 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
| Element Capital Management Llc |
6 |
| Penserra Capital Management LLC |
6 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
6 |
| General Motors Investment Management Corp |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
6 |
| Sowell Financial Services LLC |
6 |
| Cetera Investment Advisers |
6 |
| First Mercantile Trust Co |
6 |
| Capstone Asset Management Co |
6 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
6 |
| Manchester Capital Management LLC |
6 |
| Hussman Strategic Advisors, Inc. |
6 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
6 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
6 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
| Parallax Volatility Advisers, L.P. |
6 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
6 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
6 |
| Ritholtz Wealth Management |
6 |
| Mackay Shields Llc |
6 |
| Aperio Group, LLC |
6 |
| Quest Capital Management Inc /adv |
6 |
| Brevan Howard Capital Management LP |
6 |
| Massachusetts Financial Services Co /ma/ |
6 |
| Profunds - Profund Vp Industrials |
6 |
| Profunds - Profund Vp Ultrasmall-cap |
6 |
| Pnc Funds |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
6 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
6 |
| Pictet Asset Management Sa |
6 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
6 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
| Cetera Advisor Networks LLC |
6 |
| AMP Capital Investors Ltd |
6 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
| Chicago Equity Partners Llc |
6 |
| Loomis Sayles & Co L P |
6 |
| Legato Capital Management LLC |
6 |
| Profunds - Profund Vp Small-cap |
6 |
| WPG Advisers, LLC |
6 |
| SummitTX Capital, L.P. |
6 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
6 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
6 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
6 |
| American Portfolios Advisors |
6 |
| Proficio Capital Partners LLC |
6 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| Hotchkis & Wiley Capital Management Llc |
6 |
| Heartland Advisors Inc |
6 |
| River Road Asset Management, LLC |
6 |
| Point72 Middle East FZE |
6 |
| Commonwealth Bank Of Australia |
6 |
| True Wealth Design, LLC |
6 |
| CI Private Wealth, LLC |
6 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
| Atria Investments Llc |
6 |
| Irish Life Investment Managers Ltd. |
5 |
| Tortoise Investment Management, LLC |
5 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
5 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
| National Planning Corp |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
5 |
| Savant Capital, LLC |
5 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
5 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
| Ardsley Advisory Partners Lp |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
| Credit Agricole S A |
5 |
| Capital Research Global Investors |
5 |
| SAC Capital Advisors LP |
5 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
5 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
5 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
| Dreman Value Management, L L C |
5 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
5 |
| Eagle Asset Management Inc |
5 |
| AUERX - Unified Series Trust - Auer Growth Fund |
5 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
5 |
| Evergreen Capital Management Llc |
5 |
| Commerzbank Aktiengesellschaft /fi |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| Securian Asset Management, Inc |
5 |
| Piedmont Investment Advisors Llc |
5 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
| World Asset Management Inc |
5 |
| Dorsey Wright & Associates |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
5 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| Transamerica Partners Portfolios |
5 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
| Louisiana State Employees Retirement System |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
5 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
5 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
5 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| Brandes Investment Partners, Lp |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| Transamerica Partners Funds Group Ii |
5 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
5 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
5 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
| Alberta Investment Management Corp |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| Calamos Advisors LLC |
5 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
5 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
5 |
| CIBC World Markets Inc. |
5 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
| JustInvest LLC |
5 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
| Itau Unibanco Holding S.A. |
5 |
| Hancock Whitney Corp |
5 |
| NewSquare Capital LLC |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| Artisan Partners Limited Partnership |
5 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
5 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
5 |
| Td Asset Management Inc |
5 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
| Gw Henssler & Associates Ltd |
5 |
| Transamerica Partners Funds Group |
5 |
| C M Bidwell & Associates Ltd |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| CVA Family Office, LLC |
5 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
| Mirabella Financial Services Llp |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| Woodline Partners LP |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
5 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
5 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
5 |
| Cornerstone Advisors, Inc. |
5 |
| Wealthspire Advisors, L.P. |
5 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
5 |
| Hennessy Advisors Inc |
5 |
| Bare Financial Services, Inc |
5 |
| New York Life Investment Management Llc |
5 |
| Skopos Labs, Inc. |
5 |
| James Investment Research Inc |
5 |
| Twin Peaks Wealth Advisors, LLC |
5 |
| Bartlett & Co. LLC |
5 |
| Fortitude Family Office, LLC |
5 |
| Cnh Partners Llc |
5 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
5 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
5 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
| Xponance, Inc. |
5 |
| Bogle Investment Management L P /de/ |
5 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| TD Waterhouse Canada Inc. |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| Nbc Securities, Inc. |
5 |
| Koshinski Asset Management, Inc. |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
5 |
| Wedge Capital Management L L P/nc |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
5 |
| Dunhill Financial, LLC |
5 |
| Scientech Research LLC |
5 |
| Suntrust Banks Inc |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| Ledyard National Bank |
5 |
| Susquehanna Portfolio Strategies, LLC |
5 |
| AHL Partners LLP |
5 |
| EA Series Trust |
5 |
| Pathstone Holdings, LLC |
5 |
| Hartford Investment Management Co |
5 |
| Edgestream Partners, L.P. |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| Colony Group, LLC |
5 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
5 |
| Princeton Alpha Management LP |
5 |
| Parametrica Management Ltd |
5 |
| Summit Global Investments |
5 |
| Absolute Return Capital, LLC |
5 |
| Root Financial Partners, LLC |
5 |
| Navellier & Associates Inc |
5 |
| nVerses Capital, LLC |
5 |
| Cigna Investments Inc /new |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
| Handelsbanken Fonder AB |
5 |
| First Republic Investment Management, Inc. |
5 |
| Intrinsic Edge Capital Management LLC |
5 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
| Stephens Inc /ar/ |
5 |
| Bb&t Securities, Llc |
5 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
5 |
| Phoenix Holdings Ltd. |
5 |
| Karp Capital Management Corp |
5 |
| Readystate Asset Management Lp |
5 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
| Sherbrooke Park Advisers Llc |
5 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
| Headlands Technologies LLC |
5 |
| Glassman Wealth Services |
5 |
| Inceptionr Llc |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
5 |
| Calvert Investment Management, Inc. |
5 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
| Truist Financial Corp |
5 |
| Meadow Creek Investment Management LLC |
5 |
| Resources Investment Advisors, LLC. |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| Sunbelt Securities, Inc. |
5 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
| IHT Wealth Management, LLC |
5 |
| Axq Capital, Lp |
5 |
| SYSTM Wealth Solutions LLC |
5 |
| FIL Ltd |
5 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
5 |
| Sonora Investment Management, LLC |
5 |
| Gabelli Funds Llc |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
5 |
| Timber Hill LLC |
5 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| UMA Financial Services, Inc. |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| Evoke Wealth, Llc |
5 |
| Riverhead Capital Management Llc |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
| Mfs Charter Income Trust |
5 |
| Rothschild Investment Llc |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| Shelton Capital Management |
5 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
| Abound Wealth Management |
5 |
| Eqis Capital Management, Inc. |
5 |
| Intech Investment Management Llc |
5 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
5 |
| Shell Asset Management Co |
5 |
| Td Private Client Wealth Llc |
5 |
| GAM Holding AG |
5 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
5 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
| First Citizens Bank & Trust Co |
5 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| Hantz Financial Services, Inc. |
5 |
| Ieq Capital, Llc |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| CAPROCK Group, Inc. |
5 |
| Convergence Investment Partners, LLC |
5 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| Financial Advisors Network, Inc. |
5 |
| Seven Eight Capital, Lp |
5 |
| Golden State Wealth Management, LLC |
5 |
| Mason Street Advisors, Llc |
5 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
5 |
| Opus Capital Group, LLC |
5 |
| Catalyst Funds Management Pty Ltd |
5 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
5 |
| Wedbush Securities Inc |
5 |
| Elkfork Partners LLC |
5 |
| Pictet Asset Management Ltd |
5 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
5 |
| Keybank National Association/oh |
5 |
| Moors & Cabot, Inc. |
5 |
| Dean Investment Associates, Llc |
5 |
| Versor Investments LP |
5 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
5 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
| Pine River Capital Management L.P. |
5 |
| R Squared Ltd |
5 |
| Voleon Capital Management Lp |
5 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
5 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| Rise Advisors, LLC |
5 |
| J. Goldman & Co LP |
5 |
| Turning Point Benefit Group, Inc. |
5 |
| Wealthspire Advisors, LLC |
5 |
| North Star Investment Management Corp. |
5 |
| Gemmer Asset Management LLC |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
5 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
5 |
| Virginia Retirement Systems Et Al |
5 |
| FNY Managed Accounts LLC |
5 |
| Clinton Group Inc |
5 |
| SECOR Capital Advisors, LP |
5 |
| Atom Investors LP |
5 |
| MQS Management LLC |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| Sandy Spring Bank |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| Hoxton Financial, Inc. |
5 |
| Boston Private Bank & Trust Co |
5 |
| Neo Ivy Capital Management |
5 |
| HHM Wealth Advisors, LLC |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Bayforest Capital Ltd |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| Congress Wealth Management LLC / DE / |
5 |
| Steward Financial Group LLC |
5 |
| Duality Advisers, Lp |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
5 |
| CenterStar Fund, LLC |
5 |
| Etf Managers Group, Llc |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
| Dogwood Wealth Management LLC |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| Pearl River Capital, LLC |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| Quantitative Systematic Strategies LLC |
5 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
| 1832 Asset Management L.P. |
5 |
| Fox Run Management, L.l.c. |
5 |
| QS Investors, LLC |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| Vanguard Explorer Fund |
5 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
5 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
| Voya Infrastructure, Industrials & Materials Fund |
5 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
5 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
| Pekin Hardy Strauss, Inc. |
5 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
| Amundi |
5 |
| Checchi Capital Advisers, LLC |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Clearbridge Investments, LLC |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
5 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
5 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
5 |
| EAM Global Investors LLC |
5 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
| Sciencast Management LP |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| Torren Management, LLC |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
5 |
| Invictus RG |
5 |
| Harbour Investments, Inc. |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
| Leonteq Securities AG |
5 |
| Point72 Asia (Singapore) Pte. Ltd. |
5 |
| Pitcairn Co |
5 |
| Man Investments Ltd |
5 |
| Granite Investment Partners, LLC |
5 |
| Asset Management One Co., Ltd. |
5 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Mariner, LLC |
5 |
| CIBC Asset Management Inc |
5 |
| VTL Associates, LLC |
5 |
| Advisors Preferred, LLC |
5 |
| Private Capital Group, LLC |
5 |
| Laird Norton Trust Company, Llc |
5 |
| Weiss Asset Management LP |
5 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
5 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
5 |
| Pin Oak Investment Advisors Inc |
5 |
| Psagot Investment House Ltd. |
5 |
| Delphi Management Inc /ma/ |
5 |
| Cantab Capital Partners LLP |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
5 |
| One Wealth Advisors, LLC |
5 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| Bridgefront Capital, LLC |
5 |
| Perigon Wealth Management, LLC |
5 |
| Symphony Asset Management Llc |
5 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
| Merit Financial Group, LLC |
5 |
| Westpac Banking Corp |
5 |
| Royce Value Trust Inc |
5 |
| BlueCrest Capital Management LLP |
5 |
| Diamond Hill Capital Management Inc |
5 |
| Cipher Capital LP |
5 |
| Financial Gravity Companies, Inc. |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| NumerixS Investment Technologies Inc |
5 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
5 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
5 |
| SpiderRock Trading LLC |
5 |
| Crewe Advisors LLC |
5 |
| Whittier Trust Co |
5 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
5 |
| Pinnacle Associates Ltd |
5 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
| Wealthcare Capital Management Llc |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| Bray Capital Advisors |
5 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
5 |
| GV Financial Advisors |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
5 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
| AlphaMark Advisors, LLC |
5 |
| Archford Capital Strategies, LLC |
5 |
| Ab Pooling Portfolios |
5 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
| Gdl Fund |
5 |
| Hexagon Capital Partners LLC |
5 |
| Jackson Creek Investment Advisors LLC |
5 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| Prudential Short Duration High Yield Fund, Inc. |
5 |
| Caxton Associates Lp |
5 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
5 |
| MASTER BOND LLC - Master Total Return Portfolio |
5 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
5 |
| Danske Bank A/s |
5 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
| Cca Investments Trust |
5 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
| MUFG Securities EMEA plc |
5 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
5 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
4 |
| People's United Financial, Inc. |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| Greenleaf Trust |
4 |
| DRW Securities, LLC |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| Hudson Bay Capital Management LP |
4 |
| Bank Of Nova Scotia |
4 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
4 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
4 |
| Index Management Solutions, LLC |
4 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
4 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
4 |
| Prospera Financial Services Inc |
4 |
| Placemark Investments, Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| ARGA Investment Management, LP |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| Sei Trust Co |
4 |
| Cable Hill Partners, LLC |
4 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
| Societe Generale |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| Evercore Wealth Management, LLC |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| Visium Asset Management, LP |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| Heritage Wealth Advisors |
4 |
| AGF Investments LLC |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| Everence Capital Management Inc |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| Farmers & Merchants Investments Inc |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
| Financial Architects, Inc |
4 |
| Teza Capital Management LLC |
4 |
| Capital Investment Advisory Services, LLC |
4 |
| Oribel Capital Management, LP |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| Point72 Europe (London) LLP |
4 |
| AE Wealth Management LLC |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| Tyers Asset Management LLC |
4 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
4 |
| Fortis Advisors, LLC |
4 |
| Carlson Capital L P |
4 |
| Advantage Investment Management, Llc |
4 |
| IBM Retirement Fund |
4 |
| Omnia Family Wealth, LLC |
4 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
4 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
| Pinnacle Bancorp, Inc. |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Lido Advisors, LLC |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| Aua Capital Management, Llc |
4 |
| Atlantic Trust, LLC |
4 |
| HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| Monarch Partners Asset Management LLC |
4 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
4 |
| Garde Capital, Inc. |
4 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
4 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
4 |
| Bb&t Investment Services, Inc. |
4 |
| Rational Advisors Llc |
4 |
| Scout Investments, Inc. |
4 |
| Csenge Advisory Group |
4 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
4 |
| Cerebellum GP, LLC |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
4 |
| First New York Securities Llc /ny |
4 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
4 |
| Ativo Capital Management LLC |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
| Front Row Advisors LLC |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
4 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
4 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
| ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| Commerce Bank |
4 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
4 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
4 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
4 |
| Forum Funds |
4 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
| Prudential Global Short Duration High Yield Fund, Inc. |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
4 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
4 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Janus Capital Management Llc |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| Capital World Investors |
4 |
| Ballentine Partners, LLC |
4 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
4 |
| AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| Enterprise Financial Services Corp |
4 |
| Great Lakes Advisors, Llc |
4 |
| WASHINGTON TRUST Co |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Harbor Investment Advisory, Llc |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| Icon Advisers Inc/co |
4 |
| Earnest Partners Llc |
4 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
4 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
4 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| Regal Investment Advisors LLC |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
| Tfo-tdc, Llc |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| Ing Groep Nv |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
4 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
4 |
| VCSMX - VALIC Co I - Small Cap Fund |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
4 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
| Howe & Rusling Inc |
4 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| Credit Suisse Asset Management Income Fund Inc |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| Brinker Capital Investments, LLC |
4 |
| IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
4 |
| Kanaly Trust Co |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Gmt Capital Corp |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Integrated Advisors Network LLC |
4 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
4 |
| Banque Cantonale Vaudoise |
4 |
| Eagle Global Advisors Llc |
4 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
| Keebeck Alpha, LP |
4 |
| Pinz Capital Management, LP |
4 |
| GLG Partners LP |
4 |
| Invenomic Capital Management LP |
4 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
4 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
| Ethic Inc. |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| Brighton Jones Llc |
4 |
| Arkadios Wealth Advisors |
4 |
| Deseret Mutual Benefit Administrators |
4 |
| Cinctive Capital Management LP |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| Dean Capital Management |
4 |
| Transcend Wealth Collective, Llc |
4 |
| Old Mission Capital Llc |
4 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| Morningstar Investment Services LLC |
4 |
| Northern Trust Co Of Connecticut |
4 |
| Eudaimonia Partners, LLC |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
4 |
| PGVFX - FORUM FUNDS - Polaris Global Value Fund |
4 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
| Rsm Us Wealth Management Llc |
4 |
| Disciplined Investments, LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
4 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
| Fort Washington Investment Advisors Inc /oh/ |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| Credit Suisse High Yield Bond Fund |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| Davy Global Fund Management Ltd |
4 |
| Alambic Investment Management, L.P. |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| Alliancebernstein Global High Income Fund Inc |
4 |
| Mather Group, Llc. |
4 |
| Advanced Investment Partners, LLC |
4 |
| First Horizon Corp |
4 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| Cambridge Trust Co |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| Agf Management Ltd |
4 |
| Polar Asset Management Partners Inc. |
4 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| Ibex Investors LLC |
4 |
| FMIJX - FMI FUNDS INC - International Fund Investor Class |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Cordant, Inc. |
4 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
4 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
4 |
| Holistic Financial Partners |
4 |
| Isthmus Partners, Llc |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| State Of Michigan Retirement System |
4 |
| Hanseatic Management Services Inc |
4 |
| Parisi Gray Wealth Management |
4 |
| Trust Co Of Vermont |
4 |
| Hemington Wealth Management |
4 |
| High Note Wealth, LLC |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Delpha Capital Management, Llc |
4 |
| Aaron Wealth Advisors LLC |
4 |
| Tarbox Family Office, Inc. |
4 |
| Maverick Capital Ltd |
4 |
| Caption Management, LLC |
4 |
| IAG Wealth Partners, LLC |
4 |
| Berman Capital Advisors, LLC |
4 |
| Alpha Paradigm Partners, LLC |
4 |
| Sound Income Strategies, LLC |
4 |
| Retirement Systems of Alabama |
4 |
| Veritable, L.P. |
4 |
| First Quadrant L P/ca |
4 |
| Alpha DNA Investment Management LLC |
4 |
| Balasa Dinverno & Foltz Llc |
4 |
| Avestar Capital, LLC |
4 |
| Diametric Capital, LP |
4 |
| Solstein Capital, LLC |
4 |
| Standard Family Office LLC |
4 |
| Creative Financial Designs Inc /adv |
4 |
| Hodges Capital Management Inc. |
4 |
| Leavell Investment Management, Inc. |
4 |
| Coppell Advisory Solutions LLC |
4 |
| Atlas Capital Advisors Llc |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
4 |
| Shay Capital LLC |
4 |
| Elo Mutual Pension Insurance Co |
4 |
| Change Path, LLC |
4 |
| Integrated Wealth Concepts LLC |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Pallas Capital Advisors LLC |
4 |
| Continuum Advisory, LLC |
4 |
| Malaga Cove Capital, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| GW&K Investment Management, LLC |
4 |
| Alpha Windward Llc |
4 |
| Cowen Prime Advisors LLC |
4 |
| Truvestments Capital Llc |
4 |
| New Amsterdam Partners Llc/ny |
4 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
4 |
| Accurate Wealth Management, LLC |
4 |
| Activest Wealth Management |
4 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| Ci Investments Inc. |
4 |
| Bell Investment Advisors, Inc |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| First Hawaiian Bank |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| Contravisory Investment Management, Inc. |
4 |
| Vanguard Windsor Funds |
4 |
| Dakota Wealth Management |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| Alphacrest Capital Management Llc |
4 |
| Schubert & Co |
4 |
| Guggenheim Active Allocation Fund |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Jennison Associates Llc |
4 |
| Yousif Capital Management, Llc |
4 |
| Townsquare Capital Llc |
4 |
| Ameritas Investment Corp |
4 |
| Ameritas Advisory Services, LLC |
4 |
| Avantax Advisory Services, Inc. |
4 |
| NorthCrest Asset Manangement, LLC |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| CoreCap Advisors, LLC |
4 |
| Weld Capital Management Llc |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| Alera Investment Advisors, LLC |
4 |
| CenterBook Partners LP |
4 |
| Snowden Capital Advisors LLC |
4 |
| Salomon & Ludwin, LLC |
4 |
| Delphia (USA) Inc. |
4 |
| Park Avenue Securities Llc |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| Toth Financial Advisory Corp |
4 |
| HB Wealth Management, LLC |
4 |
| Claro Advisors LLC |
4 |
| Markston International Llc |
4 |
| Baker Avenue Asset Management, LP |
4 |
| Old National Bancorp /in/ |
4 |
| GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
4 |
| Simplicity Wealth,LLC |
4 |
| Platinum Management (NY) LLC |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Sawtooth Solutions, LLC |
4 |
| EP Wealth Advisors, Inc. |
4 |
| Treasurer of the State of North Carolina |
4 |
| Machina Capital S.a.s. |
4 |
| Wetherby Asset Management Inc |
4 |
| Leuthold Group, Llc |
4 |
| Fiduciary Management Inc /wi/ |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| Comerica Securities,inc. |
4 |
| ETRADE Capital Management LLC |
4 |
| Amalgamated Financial Corp. |
4 |
| Inscription Capital, LLC |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
| Vise Technologies, Inc. |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| Foster & Motley Inc |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
| Bowling Portfolio Management LLC |
4 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
| Advisor Partners Ii, Llc |
4 |
| Brewin Dolphin Ltd |
4 |
| Avion Wealth |
4 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
| Pacitti Group Inc. |
4 |
| Stratton Management Co |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
| Bleakley Financial Group, LLC |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
4 |
| Smithfield Trust Co |
4 |
| Utah Retirement Systems |
4 |
| ISAM Funds (UK) Ltd |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| Cornerstone Planning Group LLC |
4 |
| Numerai GP LLC |
4 |
| Mill Creek Capital Advisors, LLC |
4 |
| SageView Advisory Group, LLC |
4 |
| Synovus Financial Corp |
4 |
| Chicago Partners Investment Group LLC |
4 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
4 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
| Picton Mahoney Asset Management |
4 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
4 |
| Zrc Wealth Management, Llc |
4 |
| Nebula Research & Development LLC |
4 |
| Capital One, National Association |
4 |
| Motco |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
| IndexIQ Advisors LLC |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| Skylands Capital, LLC |
4 |
| Cape Investment Advisory, Inc. |
4 |
| Integrated Wealth Management |
4 |
| Syon Capital Llc |
4 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| Gilliland Jeter Wealth Management LLC |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Capital Guardian Trust Co |
4 |
| Sachetta, LLC |
4 |
| Umb Bank N A/mo |
4 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
| Crestline Management, LP |
4 |
| Oakworth Capital, Inc. |
4 |
| EntryPoint Capital, LLC |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| Capital Advisors, Ltd. LLC |
4 |
| Parkwood LLC |
4 |
| Entropy Technologies, LP |
4 |
| I.g. Investment Management, Ltd. |
4 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| Advanced Series Trust - Ast High Yield Portfolio |
4 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
| Chartwell Investment Partners, Llc |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
4 |
| Azzad Asset Management Inc /adv |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
4 |
| Barrow Hanley Mewhinney & Strauss Llc |
4 |
| Global Financial Private Client, LLC |
4 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| Cromwell Holdings LLC |
4 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| Kestra Investment Management, LLC |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| FineMark National Bank & Trust |
4 |
| Net Worth Advisory Group |
4 |
| Elyxium Wealth, LLC |
4 |
| Highland Capital Management, Llc |
4 |
| Kera Capital Partners, Inc. |
4 |
| Nair Vinay |
4 |
| Cove Street Capital, LLC |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
4 |
| Rialto Wealth Management, LLC |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| Capital Analysts, Inc. |
4 |
| Hughes Financial Services, LLC |
4 |
| Jain Global LLC |
4 |
| Banque Pictet & Cie Sa |
4 |
| Regions Financial Corp |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
4 |
| Fieldview Capital Management, LLC |
4 |
| Mv Capital Management, Inc. |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
| PharVision Advisers, LLC |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| Vermillion Wealth Management, Inc. |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| Hood River Capital Management LLC |
4 |
| Moore Capital Management, Lp |
4 |
| Cloud Capital Management, LLC |
4 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
| WealthPLAN Partners, LLC |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| Cetera Advisors LLC |
4 |
| 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 |
4 |
| HFM Investment Advisors, LLC |
4 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
4 |
| Glenmede Investment Management, LP |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| Swiss Life Asset Management Ltd |
4 |
| FDx Advisors, Inc. |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| Shellback Capital, LP |
4 |
| Ares Financial Consulting, LLC |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Ramsey Quantitative Systems |
4 |
| Keating Financial Advisory Services, Inc. |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
4 |
| SHP Wealth Management |
4 |
| OP Asset Management Ltd |
4 |
| Exane Derivatives |
4 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
4 |
| Gupta Wealth Management LLC |
4 |
| Jupiter Asset Management Ltd |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| Tradeworx Inc. |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
| WFG Advisors, LP |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| Bokf, Na |
4 |
| Bahl & Gaynor Inc |
4 |
| Rafferty Asset Management, LLC |
4 |
| Catalyst Capital Advisors LLC |
4 |
| Wealthfront Inc |
4 |
| Coe Capital Management, LLC |
4 |
| First Allied Advisory Services, Inc. |
4 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
| Cornerstone Wealth Management, LLC |
4 |
| Tcw Group Inc |
4 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| Gerstein Fisher |
4 |
| Cambria Investment Management, L.P. |
4 |
| SG Capital Management LLC |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
4 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
4 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| Signet Financial Management, Llc |
4 |
| Twin Tree Management, LP |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
| Ascend Capital, Llc |
4 |
| Euclidean Technologies Management, LLC |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| Lombard Odier Asset Management (Switzerland) SA |
4 |
| Brant Point Investment Management Llc |
4 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
| Baird Financial Group, Inc. |
4 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| Cna Financial Corp |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| Advisors Capital Management, LLC |
4 |
| Santa Fe Partners LLC |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| New Mexico Educational Retirement Board |
4 |
| Wetzel Investment Advisors, Inc. |
3 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| Hexavest Inc. |
3 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
| Semanteon Capital Management, LP |
3 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| Magnus Financial Group LLC |
3 |
| Regentatlantic Capital Llc |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| Buckingham Strategic Partners |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
3 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
| Semmax Financial Advisors Inc. |
3 |
| HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Savvy Advisors, Inc. |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| JPL Wealth Management, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Colony Group Llc |
3 |
| PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
3 |
| ClearAlpha Technologies LP |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| Columbia Partners L L C Investment Management |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| Scopus Asset Management, L.p. |
3 |
| New Age Alpha Advisors, LLC |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| Whitebox Advisors Llc |
3 |
| Thomas White International Ltd |
3 |
| Diversified Trust Co |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| Ostrum Asset Management |
3 |
| Athanor Capital, Lp |
3 |
| Vantage Consulting Group Inc |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| 361 Capital Llc |
3 |
| Westwood Holdings Group Inc |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
| Hm Payson & Co |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| Fosun International Ltd |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| Angelo Gordon & Co., L.p. |
3 |
| Flaharty Asset Management, LLC |
3 |
| Inspire Advisors, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
| Paragon Capital Management Ltd |
3 |
| Lionsbridge Wealth Management LLC |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| HighPoint Advisor Group LLC |
3 |
| City National Bank |
3 |
| Fulton Bank, N.a. |
3 |
| Profunds - Profund Vp Small-cap Value |
3 |
| Vontobel Holding Ltd. |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Profunds - Profund Vp Mid-cap Value |
3 |
| Global X Management CO LLC |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
| Calamos Long/Short Equity & Dynamic Income Trust |
3 |
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
3 |
| Sora Investors Llc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| CastleKnight Management LP |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
| SummerHaven Investment Management, LLC |
3 |
| R&F Capital Advisors LP |
3 |
| CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Pax World Management Llc |
3 |
| First Personal Financial Services |
3 |
| Creekmur Asset Management LLC |
3 |
| Wilmington Trust Co |
3 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| Elequin Capital Lp |
3 |
| Mfs Multimarket Income Trust |
3 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
3 |
| Tlp Group Llc |
3 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
| Kapitalo Investimentos Ltda |
3 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
| Crawford Investment Counsel Inc |
3 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
| Zullo Investment Group, Inc. |
3 |
| WealthCollab, LLC |
3 |
| Winton Capital Management Ltd |
3 |
| Wealthfront Advisers Llc |
3 |
| American Capital Advisory, LLC |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
| Raleigh Capital Management Inc. |
3 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
| 22nw, Lp |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Level Four Advisory Services, Llc |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
3 |
| CenturyLink Investment Management Co |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Forum Financial Management, LP |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
| Northern Capital Management Llc |
3 |
| Byrne Asset Management LLC |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| Krilogy Financial LLC |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Gradient Investments LLC |
3 |
| Swedbank AB |
3 |
| LRI Investments, LLC |
3 |
| D'Orazio & Associates, Inc. |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| Acorn Wealth Advisors, LLC |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Lapides Asset Management, LLC |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| Mfs Intermediate Income Trust |
3 |
| Force Hill Capital Management LP |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
3 |
| NinePointTwo Capital |
3 |
| Schwartz Investment Counsel Inc |
3 |
| Independent Advisor Alliance |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| Invesco Bond Fund |
3 |
| Polaris Capital Management, LLC |
3 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
| Fondren Management LP |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| ACK Asset Management LLC |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Ascent Group, LLC |
3 |
| Global X Japan Co., Ltd. |
3 |
| Glen Eagle Advisors, LLC |
3 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
3 |
| Winchester Group Inc. |
3 |
| Lee Financial Co |
3 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
| Spring Creek Capital Llc |
3 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| We Are One Seven, LLC |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| CNB Bank |
3 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
3 |
| Integral Derivatives, LLC |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| ZPR Investment Management |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Empirical Finance, LLC |
3 |
| Blackrock Ltd Duration Income Trust |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Princeton Global Asset Management LLC |
3 |
| First National Bank Of Omaha |
3 |
| Balentine LLC |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| BCJ Capital Management, LLC |
3 |
| Blackrock Core Bond Trust |
3 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| Paulson Wealth Management Inc. |
3 |
| Maven Securities LTD |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Sensato Investors LLC |
3 |
| Sanctuary Advisors, LLC |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
| SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
3 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
3 |
| Smith Asset Management Group Lp |
3 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
3 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
| Abacus Planning Group, Inc. |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| Flinton Capital Management LLC |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Liberty Wealth Management Llc |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
| Centerpoint Advisors, LLC |
3 |
| Financial Counselors Inc |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Kettle Hill Capital Management, Llc |
3 |
| Kore Private Wealth LLC |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Bragg Financial Advisors, Inc |
3 |
| Richard Bernstein Advisors LLC |
3 |
| McIlrath & Eck, LLC |
3 |
| Citizens Financial Group Inc/ri |
3 |
| Third Avenue Management Llc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
3 |
| Robbins Farley Llc |
3 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
| Gilder Gagnon Howe & Co Llc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
| Glenview Trust Co |
3 |
| Royal London Asset Management Ltd |
3 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
3 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
| FNY Partners Fund LP |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| Key FInancial Inc |
3 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
| Logan Capital Management Inc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| IMC-Chicago, LLC |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| Longview Partners (Guernsey) LTD |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| RiverFront Investment Group, LLC |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
| Retirement Wealth Solutions LLC |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| Emerald Investment Partners, Llc |
3 |
| Warren Averett Asset Management, LLC |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| Oakbrook Investments Llc |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
| PGGM Investments |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| Potomac Capital Management, Inc. |
3 |
| Smith, Salley & Associates |
3 |
| Affinity Investment Advisors, Llc |
3 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
3 |
| Eastern Bank |
3 |
| WealthStone, Inc. |
3 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
| Baader Bank INC |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| Whipplewood Advisors, LLC |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| BBT Capital Management, LLC |
3 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
| Luminus Management Llc |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| Cookson Peirce & Co Inc |
3 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
3 |
| Acuitas Investments, LLC |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Glg Inc. |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
3 |
| Mascoma Wealth Management LLC |
3 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
3 |
| Wbi Investments, Inc. |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| Arden Trust Co |
3 |
| Millstone Evans Group, LLC |
3 |
| Teton Westwood Funds |
3 |
| Matrix Trust Co |
3 |
| DnB Asset Management AS |
3 |
| FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
3 |
| DC Investments Management, LLC |
3 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| Prudential Plc |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Integrated Quantitative Investments LLC |
3 |
| Polymer Capital Management (US) LLC |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Washington Trust Bank |
3 |
| Simon Quick Advisors, Llc |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class |
3 |
| Transce3nd, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| Rossby Financial, LCC |
3 |
| Farringdon Capital, Ltd. |
3 |
| Tredje AP-fonden |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| Dynamic Capital Management Ltd |
3 |
| First Bank & Trust |
3 |
| Robeco Schweiz AG |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| Origin Asset Management LLP |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| Artisan Partners Holdings Lp |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| Sig Brokerage, Lp |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Aristides Capital LLC |
3 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
| Point View Wealth Management, Inc. |
3 |
| AustralianSuper Pty Ltd |
3 |
| Bp Plc |
3 |
| Cooke & Bieler Lp |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Arden Investment Series Trust |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| Kepos Capital LP |
3 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
3 |
| Ssi Investment Management Llc |
3 |
| Coston, McIsaac & Partners |
3 |
| Capula Management Ltd |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
3 |
| Railway Pension Investments Ltd |
3 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
3 |
| Capital A Wealth Management, LLC |
3 |
| Unison Advisors LLC |
3 |
| TradeLink Capital LLC |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| Perpetual Ltd |
3 |
| RMB Capital Management, LLC |
3 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
| Jacobi Capital Management LLC |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| Meitav Dash Investments Ltd |
3 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
| 111 Capital |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
| Institute for Wealth Management, LLC. |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
3 |
| FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| Well Done, LLC |
3 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| Sculptor Capital LP |
3 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
| Fred Alger Management, Llc |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| Citizens Business Bank |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| Artemis Investment Management LLP |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Fort, L.p. |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Allstate Corp |
3 |
| CX Institutional |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Stux Capital Management, LLC |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| VestGen Advisors, LLC |
3 |
| Colonial Trust Co / SC |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| Gladius Capital Management LP |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| Polar Capital LLP |
3 |
| Wilmington Funds Management Corp |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Calamos Global Total Return Fund |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
3 |
| Caxton Associates Llp |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Winfield Associates, Inc. |
3 |
| Wilmington Trust, National Association |
3 |
| HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
3 |
| Delaware Management Holdings, Inc. |
3 |
| Clark Capital Management Group, Inc. |
3 |
| IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| DV Trading LLC |
3 |
| TRUE Private Wealth Advisors |
3 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| Delta Asset Management Llc/tn |
3 |
| Glg Llc |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
3 |
| Chai Trust Co Llc |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
3 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| WealthTrust Axiom LLC |
3 |
| Stephens Consulting, LLC |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| TFC Financial Management |
3 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
3 |
| RFP Financial Group LLC |
3 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
3 |
| Alaska Permanent Fund Corp |
3 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
3 |
| SOUTH STATE Corp |
3 |
| Lyrical Asset Management Lp |
3 |
| Watershed Asset Management, L.L.C. |
3 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
| Calamos Strategic Total Return Fund |
3 |
| ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
3 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| Caldwell Trust Co |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| LBA Wealth Management, LLC |
3 |
| Oliver Luxxe Assets LLC |
3 |
| Valley National Advisers Inc |
3 |
| Delphi Private Advisors LLC |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
| King Luther Capital Management Corp |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| Reilly Financial Advisors, Llc |
3 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| Scoria Capital Partners LP |
3 |
| Foundations Investment Advisors, LLC |
3 |
| Dubuque Bank & Trust Co |
3 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| NatWest Group plc |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
3 |
| Qsemble Capital Management, LP |
3 |
| Raymond James Trust N.a. |
3 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| Bogart Wealth, LLC |
3 |
| Mosaic Family Wealth, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| Community Bank, N.A. |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| ARS Investment Partners, LLC |
3 |
| Croft-leominster Inc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
| TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
3 |
| Friess Associates Llc |
3 |
| Insigneo Advisory Services, Llc |
3 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| Fiera Capital Corp |
3 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Godfrey Financial Associates, Inc. |
3 |
| Steigerwald, Gordon & Koch Inc. |
3 |
| Moran Wealth Management, LLC |
3 |
| Washington Capital Management Inc |
3 |
| Ariel Investments, Llc |
3 |
| Andesa Financial Management Inc. |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| Delos Wealth Advisors, LLC |
3 |
| Capstone Series Fund Inc |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| QCM Cayman, Ltd. |
3 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
| Park Place Capital Corp |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
3 |
| Harvest Management Llc |
3 |
| Greenland Capital Management LP |
3 |
| Ahrens Investment Partners LLC |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| Aviva Plc |
3 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
3 |
| Korea Investment CORP |
3 |
| G2 Investment Partners Management LLC |
3 |
| Gateway Investment Advisers Llc |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
3 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
3 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
| IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Menora Mivtachim Holdings Ltd. |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| Hartford Series Fund Inc |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
3 |
| Pendal Group Ltd |
3 |
| Claraphi Advisory Network, LLC |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| Cornerstone Financial Management LLC |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Perritt Capital Management Inc |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| Mangrove Partners |
3 |
| Renaissance Group Llc |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Van Den Berg Management I, Inc |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Brookstone Capital Management |
3 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
3 |
| Ikos Cif Ltd |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| Yorktown Management & Research Co Inc |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| Generation Investment Management Llp |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Westfield Capital Management Co Lp |
3 |
| Burney Co/ |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
| Impax Asset Management Group plc |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
| DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Partnervest Advisory Services LLC |
3 |
| Tsfg, Llc |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| Pittenger & Anderson Inc |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| Acrisure Capital Management, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
3 |
| Hilltop Holdings Inc. |
3 |
| Evolve Private Wealth, Llc |
3 |
| Monroe Bank & Trust/mi |
3 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| Interval Partners, LP |
3 |
| Alphagen Securities Llc |
3 |
| Sagewood Asset Management LP |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Levin Capital Strategies, L.p. |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| Stoneridge Investment Partners Llc |
3 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| Squar Milner Financial Services Llc |
3 |
| First Financial Corp /in/ |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Curian Capital Llc |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| Ada Investment Management, LP |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
| Signature Equity Partners, LLC |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| Natixis Investment Managers International |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| Authentikos Wealth Advisory, LLC |
3 |
| Fisher Asset Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| Endurance Wealth Management, Inc. |
3 |
| Spot Trading L.l.c. |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| MU Investments Co., Ltd. |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
| Twin Capital Management Inc |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| Edge Asset Management, Inc |
3 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
3 |
| DDD Partners, LLC |
3 |
| Macroview Investment Management Llc |
3 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| Snow Capital Management Lp |
3 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
| Nilsine Partners, LLC |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| FourThought Financial, LLC |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| Tucker Asset Management Llc |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| VBCVX - VALIC Co I - Systematic Value Fund |
3 |
| DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| IMA Wealth, Inc. |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| First Pacific Advisors, LP |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| Imprint Wealth LLC |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares |
3 |
| DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
3 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| Montecito Bank & Trust |
3 |
| Janney Capital Management LLC |
3 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
3 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| Abacus Wealth Partners, LLC |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| ID Management A/S |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
| Nkcfo Llc |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| TimesSquare Capital Management, LLC |
3 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| Loews Corp |
3 |
| HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Blackrock Multi-sector Income Trust |
3 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
| Associated Banc-corp |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| Optimum Investment Advisors |
3 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| Old Second National Bank Of Aurora |
3 |
| PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
3 |
| Chase Investment Counsel Corp |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| Atomi Financial Group, Inc. |
3 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Bravera Wealth |
3 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
| HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Impact Partnership Wealth, LLC |
3 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
| CBIZ Investment Advisory Services, LLC |
3 |
| Jpmorgan Trust Iii |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Redwood Investment Management, Llc |
3 |
| TIMOTHY PLAN - Timothy Strategic Variable |
3 |
| Enlightenment Research, LLC |
3 |
| Americana Partners, LLC |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
3 |
| Morgan Dempsey Capital Management Llc |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| Andra AP-fonden |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| Mutual Advisors, LLC |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| Mork Capital Management, LLC |
3 |
| Pinnacle Financial Partners Inc |
3 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| Acima Private Wealth, Llc |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| First Wilshire Securities Management Inc |
3 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| iA Global Asset Management Inc. |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Gts Securities Llc |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| Achmea Investment Management B.V. |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
3 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
| Sterling Investment Advisors, Ltd. |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
3 |
| UniSuper Management Pty Ltd |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| Zions Bancorporation |
3 |
| BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund |
3 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
3 |
| Alpine Associates Management Inc. |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| PIMCO FUNDS - PIMCO Low Duration Portfolio |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| AMH Equity Ltd |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| Oberweis Asset Management Inc/ |
3 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
| Lloyds Banking Group plc |
3 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| Oak Thistle LLC |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| Westside Investment Management, Inc. |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| Riverview Trust Co |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| Arlington Trust Co LLC |
3 |
| Walthausen & Co., LLC |
3 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
| River & Mercantile Asset Management Llp |
3 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
| Investors Research Corp |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| Greenhaven Associates Inc |
3 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
3 |
| IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
| MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| High Pointe Capital Management Llc |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Forward Management, LLC |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| Duncker Streett & Co Inc |
3 |
| Islay Capital Management, Llc |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
| Founders Capital Management |
3 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| Atlantic Investment Management Inc |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| Daiwa SB Investments Ltd. |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Achievement Holdings L.P. |
3 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| Maryland State Retirement & Pension System |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares |
3 |
| Truewealth Llc |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| Breton Hill Capital Ltd. |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| Wunderlich Securities, Inc. |
3 |
| Cullen Capital Management, LLC |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| CHICAGO TRUST Co NA |
3 |
| BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
3 |
| Global X Funds |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
3 |
| Anchor Investment Management, LLC |
3 |
| Copeland Capital Management, LLC |
3 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
| Valued Wealth Advisors LLC |
3 |
| Wilen Investment Management Corp. |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
3 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| Zions Bancorporation, N.A. |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| Trust Point Inc. |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| Atticus Wealth Management, Llc |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
| Marathon Partners Equity Management, LLC |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
| Turtle Creek Wealth Advisors, LLC |
3 |
| CBOE Vest Financial, LLC |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| Turner Investments, L.p. |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
3 |
| Lecap Asset Management Ltd |
3 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
| RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| Rakuten Securities, Inc. |
3 |