| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
14 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
12 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
10 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
10 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
10 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
10 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
10 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
9 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
9 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
9 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
9 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
9 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
8 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
8 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
8 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
8 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
8 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
8 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
8 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
8 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
8 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
8 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
8 |
| Principal Funds Inc |
8 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
8 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
8 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
8 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
8 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
8 |
| College Retirement Equities Fund |
7 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
7 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
7 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
7 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
7 |
| Forum Funds |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
7 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
7 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
7 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
7 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
7 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
7 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
7 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
7 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
7 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
7 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
7 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
7 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
7 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
7 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
7 |
| Vanguard World Fund |
7 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
6 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
6 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
6 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
6 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
6 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
6 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
6 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
6 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
6 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
6 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
6 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
6 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
6 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
6 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
6 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
6 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
6 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
6 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
6 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
6 |
| BlackRock Investment Management, LLC |
5 |
| Polar Asset Management Partners Inc. |
5 |
| Teachers Advisors, Llc |
5 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
| Us Bancorp \de\ |
5 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
| Axa S.a. |
5 |
| California State Teachers Retirement System |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| Balyasny Asset Management Llc |
5 |
| Hutchin Hill Capital, LP |
5 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
5 |
| Fmr Llc |
5 |
| Millennium Management Llc |
5 |
| Strs Ohio |
5 |
| Norges Bank |
5 |
| BlackRock Advisors LLC |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| Navellier & Associates Inc |
5 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
5 |
| PDT Partners, LLC |
5 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
5 |
| Bank Of America Corp /de/ |
5 |
| Charles Schwab Investment Management Inc |
5 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
5 |
| Swiss National Bank |
5 |
| Invesco Senior Income Trust |
5 |
| Natixis |
5 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
5 |
| Cornerstone Capital Management Holdings Llc. |
5 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
5 |
| American International Group, Inc. |
5 |
| Principal Financial Group Inc |
5 |
| Group One Trading, L.p. |
5 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
5 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| Hartford Mutual Funds Inc/ct |
5 |
| Susquehanna International Group, Llp |
5 |
| Gotham Asset Management, LLC |
5 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
5 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
5 |
| Tudor Investment Corp Et Al |
5 |
| Prelude Capital Management, Llc |
5 |
| BlackRock Fund Advisors |
5 |
| Northern Trust Corp |
5 |
| BlackRock Group LTD |
5 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
| Bank Of Montreal /can/ |
5 |
| Ameriprise Financial Inc |
5 |
| Two Sigma Advisers, Lp |
5 |
| Wells Fargo & Company/mn |
5 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
5 |
| Tiaa-cref Funds |
5 |
| Federated Hermes, Inc. |
5 |
| BlackRock, Inc. |
5 |
| Ubs Asset Management Americas Inc |
5 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
5 |
| Alliancebernstein L.p. |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| Geode Capital Management, Llc |
5 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
5 |
| Legal & General Group Plc |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| Allianz Asset Management GmbH |
5 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
5 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
5 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
5 |
| Bnp Paribas Arbitrage, Sa |
5 |
| Two Sigma Investments, Lp |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
| Sterling Capital Management LLC |
5 |
| MBEQX - M FUND INC - M International Equity Fund |
5 |
| Vantagepoint Funds |
5 |
| Aqr Capital Management Llc |
5 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
5 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
| Morgan Stanley |
5 |
| Pnc Financial Services Group, Inc. |
5 |
| Dimensional Fund Advisors Lp |
5 |
| American Century Companies Inc |
5 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
5 |
| Barclays Plc |
5 |
| Campbell Multi-strategy Trust |
5 |
| Credit Suisse Ag/ |
5 |
| Invesco Senior Loan Fund |
5 |
| Parametric Portfolio Associates Llc |
5 |
| Victory Capital Management Inc |
5 |
| SG Americas Securities, LLC |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| State Street Corp |
5 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| Martingale Asset Management L P |
5 |
| Oxford Asset Management Llp |
5 |
| Ground Swell Capital, LLC |
5 |
| Gsa Capital Partners Llp |
5 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
5 |
| D. E. Shaw & Co., Inc. |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| Royce & Associates Lp |
5 |
| Teacher Retirement System Of Texas |
5 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
5 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
5 |
| ProShare Advisors LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| Royal Bank Of Canada |
5 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
5 |
| Jpmorgan Chase & Co |
5 |
| Nationwide Fund Advisors |
5 |
| Ubs Ag |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
5 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
5 |
| Deutsche Bank Ag\ |
5 |
| Creative Planning |
5 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
5 |
| California Public Employees Retirement System |
5 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
5 |
| Vanguard Group Inc |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
5 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
5 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
| Private Trust Co Na |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
5 |
| Great West Life Assurance Co /can/ |
5 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
5 |
| Invesco Ltd. |
5 |
| Citigroup Inc |
5 |
| Pacer Advisors, Inc. |
5 |
| Vanguard Whitehall Funds |
5 |
| Renaissance Technologies Llc |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| Managed Account Advisors Llc |
5 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
5 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
5 |
| Wellington Management Group Llp |
5 |
| MetLife Securities, Inc |
5 |
| First Trust Advisors Lp |
5 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
| Amalgamated Bank |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| Manufacturers Life Insurance Company, The |
5 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
| Bank of New York Mellon Corp |
5 |
| Prudential Financial Inc |
5 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
| Acadian Asset Management Llc |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
5 |
| Citadel Advisors Llc |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| Rhumbline Advisers |
5 |
| Tower Research Capital LLC (TRC) |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Goldman Sachs Group Inc |
5 |
| Shell Asset Management Co |
5 |
| Jpmorgan Trust Iii |
5 |
| Menta Capital Llc |
5 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
5 |
| Harbor Capital Advisors, Inc. |
4 |
| Russell Frank Co/ |
4 |
| JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
4 |
| PEAK6 Investments LLC |
4 |
| Proequities, Inc. |
4 |
| Walleye Capital LLC |
4 |
| Mackay Shields Llc |
4 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
| Algert Global Llc |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| Quantamental Technologies LLC |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| Ameritas Investment Partners, Inc. |
4 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| Lindbrook Capital, Llc |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| Meeder Asset Management Inc |
4 |
| Precision Wealth Strategies, LLC |
4 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
4 |
| Spire Wealth Management |
4 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| Harbour Investments, Inc. |
4 |
| XTX Topco Ltd |
4 |
| Pallas Capital Advisors LLC |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| Xponance, Inc. |
4 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| UBS Group AG |
4 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
4 |
| Virtu Financial LLC |
4 |
| Wedge Capital Management L L P/nc |
4 |
| James Investment Research Inc |
4 |
| Avantax Advisory Services, Inc. |
4 |
| VIOPX - VALIC Co I - International Opportunities Fund |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| Dark Forest Capital Management Lp |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
4 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
| ExodusPoint Capital Management, LP |
4 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
| Employees Retirement System of Texas |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| Harvest Investment Services, LLC |
4 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
4 |
| Nuveen Asset Management, LLC |
4 |
| Toroso Investments, LLC |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Capital Advisors, Ltd. LLC |
4 |
| Bell Investment Advisors, Inc |
4 |
| Jefferies Group LLC |
4 |
| Kennedy Capital Management, Inc. |
4 |
| Cynosure Management, Llc |
4 |
| PineBridge Investments, L.P. |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| A.R.T. Advisors, LLC |
4 |
| Boothbay Fund Management, Llc |
4 |
| EAM Investors, LLC |
4 |
| Fuller & Thaler Asset Management, Inc. |
4 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
4 |
| GWM Advisors LLC |
4 |
| Sunbelt Securities, Inc. |
4 |
| Squarepoint Ops LLC |
4 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| Fifth Third Bancorp |
4 |
| Guggenheim Active Allocation Fund |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
4 |
| Fiera Capital Corp |
4 |
| Capital Performance Advisors Llp |
4 |
| Mariner, LLC |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Prestige Wealth Management Group LLC |
4 |
| PEAK6 Investments, L.P. |
4 |
| EverSource Wealth Advisors, LLC |
4 |
| State of Wyoming |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
4 |
| Stifel Financial Corp |
4 |
| Captrust Financial Advisors |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| Covestor Ltd |
4 |
| Benjamin Edwards Inc |
4 |
| SJS Investment Consulting Inc. |
4 |
| Los Angeles Capital Management Llc |
4 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| Private Advisor Group, LLC |
4 |
| Seven Eight Capital, Lp |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| Dynamic Technology Lab Private Ltd |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| Virginia Retirement Systems Et Al |
4 |
| Richard Bernstein Advisors LLC |
4 |
| Aquatic Capital Management LLC |
4 |
| Jane Street Group, Llc |
4 |
| Highland Capital Management, Llc |
4 |
| Bogle Investment Management L P /de/ |
4 |
| Avion Wealth |
4 |
| Forum Financial Management, LP |
4 |
| New York Life Investment Management Llc |
4 |
| Munder Series Trust |
4 |
| Rise Advisors, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
4 |
| Advisor Group Holdings, Inc. |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| TCI Wealth Advisors, Inc. |
4 |
| HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
4 |
| Hartland & Co., LLC |
4 |
| Tortoise Investment Management, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| Putnam Investments Llc |
4 |
| Janney Montgomery Scott LLC |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| Assetmark, Inc |
4 |
| Alberta Investment Management Corp |
4 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
4 |
| Neuberger Berman Group LLC |
4 |
| Guggenheim Capital Llc |
4 |
| QS Investors, LLC |
4 |
| Amalgamated Financial Corp. |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| Engineers Gate Manager LP |
4 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
4 |
| Envestnet Asset Management Inc |
4 |
| Advisor Group, Inc. |
4 |
| Zacks Investment Management |
4 |
| Yorktown Management & Research Co Inc |
4 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
4 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
4 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
4 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
4 |
| New York State Common Retirement Fund |
4 |
| Cetera Advisor Networks LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
4 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
| Aperio Group, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
4 |
| Intech Investment Management Llc |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
4 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
4 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
| State of New Jersey Common Pension Fund D |
4 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
4 |
| PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
4 |
| PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF |
4 |
| Verition Fund Management LLC |
4 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
4 |
| Bogart Wealth, LLC |
4 |
| Parkside Financial Bank & Trust |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| Stevens Capital Management Lp |
4 |
| Stephens Consulting, LLC |
4 |
| KBC Group NV |
4 |
| Savant Capital, LLC |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| Ramsey Quantitative Systems |
4 |
| Lazard Asset Management Llc |
4 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
4 |
| IFP Advisors, Inc |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
| Moran Wealth Management, LLC |
4 |
| Wolverine Trading, Llc |
4 |
| Quarry LP |
4 |
| Quadrant Capital Group Llc |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| Inceptionr Llc |
4 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
4 |
| CI Private Wealth, LLC |
4 |
| True Wealth Design, LLC |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| Steward Partners Investment Advisory, Llc |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| American Portfolios Advisors |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
4 |
| Eaton Vance Management |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Petra Financial Advisors Inc |
4 |
| Exchange Traded Concepts, Llc |
4 |
| AdvisorShares Investments LLC |
4 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
4 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| Glenmede Trust Co Na |
4 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
4 |
| Numeric Investors Llc |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
4 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
4 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
4 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| Acrospire Investment Management LLC |
4 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
4 |
| Farther Finance Advisors, LLC |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| Cwm, Llc |
4 |
| Front Row Advisors LLC |
4 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
4 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
4 |
| Vanguard Index Funds |
4 |
| Nbc Securities, Inc. |
4 |
| Qrg Capital Management, Inc. |
4 |
| TD Waterhouse Canada Inc. |
4 |
| Vident Advisory, LLC |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| Pictet Asset Management Holding SA |
4 |
| Brown Brothers Harriman & Co |
4 |
| Toronto Dominion Bank |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
4 |
| Kcg Holdings, Inc. |
4 |
| Fortitude Family Office, LLC |
4 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Cetera Investment Advisers |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| Asset Management One Co., Ltd. |
4 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
4 |
| GAMMA Investing LLC |
4 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Bare Financial Services, Inc |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
| Quest Partners LLC |
4 |
| Frazier Financial Advisors, LLC |
4 |
| Skopos Labs, Inc. |
4 |
| Smartleaf Asset Management LLC |
4 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
| Catalyst Capital Advisors LLC |
4 |
| Trexquant Investment LP |
4 |
| Scientech Research LLC |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| EntryPoint Capital, LLC |
4 |
| PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
4 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| ACK Asset Management LLC |
4 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| Cerity Partners LLC |
4 |
| Allworth Financial LP |
4 |
| PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
4 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
4 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
4 |
| Cambria Investment Management, L.P. |
4 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
4 |
| SECOR Capital Advisors, LP |
4 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| Walleye Trading LLC |
4 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
4 |
| Bessemer Group Inc |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| Point72 Asset Management, L.P. |
4 |
| Swedbank AB |
4 |
| LRI Investments, LLC |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| Point72 (DIFC) Ltd |
4 |
| Global Financial Private Client, LLC |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Corebridge Financial, Inc. |
4 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
4 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| Rothschild Investment Llc |
4 |
| Parallax Volatility Advisers, L.P. |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| Lord, Abbett & Co. Llc |
4 |
| Signet Financial Management, Llc |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
4 |
| Kestra Investment Management, LLC |
4 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
4 |
| Voya Investment Management Llc |
4 |
| Twin Tree Management, LP |
4 |
| Great Lakes Advisors, Llc |
4 |
| HighTower Advisors, LLC |
4 |
| Panagora Asset Management Inc |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| Invesco Dynamic Credit Opportunities Fund |
4 |
| Aster Capital Management (DIFC) Ltd |
4 |
| Tfs Capital Llc |
4 |
| Nine Chapters Capital Management LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| Wexford Capital Lp |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Jones Financial Companies Lllp |
4 |
| Convergence Investment Partners, LLC |
4 |
| HWAY - Themes ETF Trust - Themes US Infrastructure ETF |
4 |
| LPL Financial LLC |
4 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
4 |
| Clear Street Markets Llc |
4 |
| Eqis Capital Management, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
4 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
4 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
| Hrt Financial Lp |
4 |
| Schonfeld Strategic Advisors LLC |
4 |
| Two Sigma Securities, Llc |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
4 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
| SBI Securities Co., Ltd. |
4 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
| National Bank Of Canada /fi/ |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
4 |
| Ajo, Lp |
4 |
| MAI Capital Management |
4 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Raymond James Financial Inc |
4 |
| Rialto Wealth Management, LLC |
4 |
| Point72 Hong Kong Ltd |
4 |
| Cubist Systematic Strategies, LLC |
4 |
| Optimum Investment Advisors |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| First Quadrant L P/ca |
4 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
4 |
| Thrivent Financial For Lutherans |
4 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
4 |
| Klp Kapitalforvaltning As |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| Itau Unibanco Holding S.A. |
4 |
| WealthTrak Capital Management LLC |
4 |
| Signaturefd, Llc |
4 |
| Globeflex Capital L P |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
| Peak6 Llc |
4 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| Global X Funds |
4 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| New York State Teachers Retirement System |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| Smithfield Trust Co |
4 |
| Hennessy Advisors Inc |
4 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
4 |
| PFG Advisors |
4 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
| Simplex Trading, Llc |
4 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
4 |
| Congress Asset Management Co /ma |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| DRW Securities, LLC |
4 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
4 |
| BlackRock Japan Co. Ltd |
4 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
4 |
| Nuveen, LLC |
4 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
4 |
| Handelsbanken Fonder AB |
4 |
| HFM Investment Advisors, LLC |
4 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| Coldstream Capital Management Inc |
4 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| Friess Associates Llc |
4 |
| Piedmont Investment Advisors Llc |
4 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
4 |
| Hsbc Holdings Plc |
4 |
| Dupont Capital Management Corp |
4 |
| Quadrature Capital Ltd |
4 |
| Tfs Capital Investment Trust |
4 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
4 |
| VTL Associates, LLC |
4 |
| SAC Capital Advisors LP |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Aviva Plc |
4 |
| Atria Investments Llc |
4 |
| Ancora Advisors, LLC |
4 |
| Highbridge Capital Management Llc |
4 |
| Quantbot Technologies LP |
4 |
| Credit Agricole S A |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
4 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Brinker Capital Investments, LLC |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
4 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| Ieq Capital, Llc |
4 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| BlackRock Credit Strategies Fund |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| Vestcor Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
4 |
| Wells Fargo Multi-sector Income Fund |
4 |
| Contravisory Investment Management, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| FORA Capital, LLC |
4 |
| Dfa Investment Trust Co - The Dfa International Value Series |
4 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
4 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Comerica Bank |
4 |
| Dakota Wealth Management |
4 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
4 |
| Franklin Resources Inc |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| Teachers Retirement System Of The State Of Kentucky |
4 |
| Marshall Wace, Llp |
4 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
4 |
| Oppenheimer Funds Inc |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| Tocqueville Asset Management L.p. |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
4 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
4 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
4 |
| Kanaly Trust Co |
4 |
| Blackrock Debt Strategies Fund, Inc. |
4 |
| Hollencrest Capital Management |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| JustInvest LLC |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
4 |
| Blackrock Ltd Duration Income Trust |
4 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
4 |
| Arizona State Retirement System |
4 |
| MUFG Americas Holdings Corp |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Parallel Advisors, LLC |
4 |
| Capital Fund Management S.a. |
4 |
| Ci Investments Inc. |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
4 |
| Centiva Capital, LP |
4 |
| Raymond James Financial Services Advisors, Inc. |
4 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
4 |
| Summit Global Investments |
4 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
4 |
| Commonwealth Equity Services, Llc |
4 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
4 |
| Trustcore Financial Services, Llc |
4 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
4 |
| RidgeWorth Capital Management LLC |
4 |
| Alps Advisors Inc |
4 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| Keybank National Association/oh |
4 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
4 |
| Nomura Holdings Inc |
4 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| Russell Investments Group, Ltd. |
4 |
| Winton Capital Group Ltd |
4 |
| Janus Henderson Group Plc |
4 |
| Larson Financial Group LLC |
4 |
| Six Circles Trust - Six Circles Global Bond Fund |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| Ritholtz Wealth Management |
4 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
4 |
| Assenagon Asset Management S.A. |
4 |
| Ellington Management Group Llc |
4 |
| Man Group plc |
4 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
4 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
4 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
4 |
| MetLife Investment Management, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| Bridgeway Capital Management Inc |
4 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
4 |
| Bowling Portfolio Management LLC |
4 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
| Hexagon Capital Partners LLC |
4 |
| TFC Financial Management |
4 |
| Diametric Capital, LP |
4 |
| Jump Financial, LLC |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| Systematic Financial Management Lp |
4 |
| First Horizon Advisors, Inc. |
4 |
| Amundi |
4 |
| State Of Wisconsin Investment Board |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| Versant Capital Management, Inc |
4 |
| Truist Financial Corp |
4 |
| Sei Investments Co |
4 |
| Hemington Wealth Management |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| Altshuler Shaham Ltd |
4 |
| Qube Research & Technologies Ltd |
4 |
| Mason Street Advisors, Llc |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| EAM Global Investors LLC |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| Vident Investment Advisory, LLC |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
| Global Retirement Partners, LLC |
4 |
| Nisa Investment Advisors, Llc |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
3 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
3 |
| Natixis Advisors, L.p. |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| Sachetta, LLC |
3 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| Pax World Management Llc |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| Granahan Investment Management Inc/ma |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
| BOCHK Asset Management Ltd |
3 |
| Rafferty Asset Management, LLC |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Holderness Investments Co |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
| Blair William & Co/il |
3 |
| Plato Investment Management Ltd |
3 |
| Raymond James & Associates |
3 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
3 |
| Schroder Investment Management Group |
3 |
| Tfo-tdc, Llc |
3 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
| Bartlett & Co. Wealth Management Llc |
3 |
| Arden Investment Series Trust |
3 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
3 |
| State Of Michigan Retirement System |
3 |
| FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Clearbridge Investments, LLC |
3 |
| Polymer Capital Management (HK) LTD |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| AXS Investments LLC |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| Coe Capital Management, LLC |
3 |
| Alphacrest Capital Management Llc |
3 |
| Pathstone Holdings, LLC |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| Colony Group, LLC |
3 |
| Corton Capital Inc. |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Journey Strategic Wealth Llc |
3 |
| Royal London Asset Management Ltd |
3 |
| GeoWealth Management, LLC |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| South Dakota Investment Council |
3 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
3 |
| PENN SERIES FUNDS INC - International Equity Fund |
3 |
| Entropy Technologies, LP |
3 |
| Perbak Capital Partners LLP |
3 |
| Ardsley Advisory Partners Lp |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| C M Bidwell & Associates Ltd |
3 |
| nVerses Capital, LLC |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Empowered Funds, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Invictus RG |
3 |
| Sierra Summit Advisors Llc |
3 |
| Empirical Finance, LLC |
3 |
| Bayesian Capital Management, LP |
3 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
3 |
| Moody National Bank Trust Division |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| Pearl River Capital, LLC |
3 |
| Oregon Public Employees Retirement Fund |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| Hanseatic Management Services Inc |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| Sawtooth Solutions, LLC |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| Trust Co Of Vermont |
3 |
| Creekmur Asset Management LLC |
3 |
| Macquarie Group Ltd |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| Capstone Investment Advisors, Llc |
3 |
| Voloridge Investment Management, Llc |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
3 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
3 |
| MQS Management LLC |
3 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Azzad Asset Management Inc /adv |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| Fort, L.p. |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| American Capital Advisory, LLC |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| Royce Value Trust Inc |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| Thompson Davis & Co., Inc. |
3 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
3 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
3 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| First Citizens Bank & Trust Co |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Diversify Advisory Services, LLC |
3 |
| Central Pacific Bank - Trust Division |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
3 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
3 |
| Monument Capital Management |
3 |
| Clarus Wealth Advisors |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| FineMark National Bank & Trust |
3 |
| Utah Retirement Systems |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| Artisan Partners Limited Partnership |
3 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
3 |
| Gen-Wealth Partners Inc |
3 |
| Spot Trading L.L.C |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| Everence Capital Management Inc |
3 |
| Driehaus Capital Management Llc |
3 |
| Nomura Asset Management Co Ltd |
3 |
| Nuveen Senior Income Fund |
3 |
| Nuveen Floating Rate Income Fund |
3 |
| CenterBook Partners LP |
3 |
| Absolute Return Capital, LLC |
3 |
| Matrix Trust Co |
3 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
| Vontobel Holding Ltd. |
3 |
| Karp Capital Management Corp |
3 |
| Nuveen Floating Rate Income Opportunity Fund |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Tarbox Family Office, Inc. |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Principal Street Partners, LLC |
3 |
| Jefferies Financial Group Inc. |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| Farmers & Merchants Investments Inc |
3 |
| Pinnbrook Capital Management Lp |
3 |
| National Asset Management, Inc. |
3 |
| City Center Advisors, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Inscription Capital, LLC |
3 |
| WR Wealth Planners, LLC |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| Cigna Investments Inc /new |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| Abound Wealth Management |
3 |
| Bailard, Inc. |
3 |
| Fiduciary Trust Co |
3 |
| CoreCap Advisors, LLC |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
3 |
| Td Private Client Wealth Llc |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
3 |
| Cromwell Holdings LLC |
3 |
| Virtus ETF Advisers LLC |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| Golden State Wealth Management, LLC |
3 |
| BRYN MAWR TRUST Co |
3 |
| Shay Capital LLC |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| Buckingham Strategic Partners |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
3 |
| EP Wealth Advisors, Inc. |
3 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
| State of Alaska, Department of Revenue |
3 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
3 |
| High Note Wealth, LLC |
3 |
| Sanctuary Advisors, LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Moors & Cabot, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| Synovus Financial Corp |
3 |
| Nuveen Short Duration Credit Opportunities Fund |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| Oppenheimer Etf Trust |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| Edgestream Partners, L.P. |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
3 |
| Robeco Institutional Asset Management B.V. |
3 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
| Wiley Bros.-aintree Capital, Llc |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| Principia Wealth Advisory, LLC |
3 |
| GAM Holding AG |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| Lisanti Capital Growth, LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
| Quantitative Investment Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Teton Advisors, Inc. |
3 |
| Erste Asset Management GmbH |
3 |
| Old Mission Capital Llc |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| Rockefeller Capital Management L.P. |
3 |
| Carlson Capital L P |
3 |
| Centaurus Financial, Inc. |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
3 |
| Crewe Advisors LLC |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
| Euclidean Technologies Management, LLC |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| Ballentine Partners, LLC |
3 |
| Airain ltd |
3 |
| Sawgrass Asset Management Llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| Retirement Systems of Alabama |
3 |
| Rehmann Capital Advisory Group |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| Hilltop Holdings Inc. |
3 |
| Comerica Securities,inc. |
3 |
| Redwood Investment Management, Llc |
3 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
3 |
| ETRADE Capital Management LLC |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
| Johnson Financial Group, Inc. |
3 |
| JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| Westover Capital Advisors, LLC |
3 |
| IMC-Chicago, LLC |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| Ameritas Advisory Services, LLC |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| Change Path, LLC |
3 |
| BIGTX - Monteagle Funds - The Texas Fund Class I |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
3 |
| Private Advisory Group LLC |
3 |
| Baker Tilly Financial, Llc |
3 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
| Steward Financial Group LLC |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
3 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
3 |
| Peterson Wealth Services |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| Bank of Jackson Hole Trust |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| Zimmer Partners, LP |
3 |
| Sciencast Management LP |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| Carmel Capital Partners, LLC |
3 |
| Yousif Capital Management, Llc |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| Burney Co/ |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| Oarsman Capital, Inc. |
3 |
| Summit Partners Public Asset Management, Llc |
3 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
| Mount Lucas Management LP |
3 |
| Nkcfo Llc |
3 |
| Hughes Financial Services, LLC |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Baird Financial Group, Inc. |
3 |
| Venturi Wealth Management, LLC |
3 |
| Nordea Investment Management Ab |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| Wayfinding Financial, LLC |
3 |
| Kiker Wealth Management, LLC |
3 |
| Profunds - Profund Vp Oil & Gas |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF |
3 |
| Maryland State Retirement & Pension System |
3 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| Paradigm Asset Management Co Llc |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Xact Kapitalforvaltning AB |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Eaton Vance Floating-rate Income Plus Fund |
3 |
| PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Integrated Quantitative Investments LLC |
3 |
| Cadence Capital Management Llc |
3 |
| Polymer Capital Management (US) LLC |
3 |
| CAPROCK Group, Inc. |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| Optimize Financial Inc |
3 |
| Schubert & Co |
3 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
3 |
| Bb&t Securities, Llc |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| Kane Investment Management, Inc. |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| Pnc Funds |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| Mml Investors Services, Llc |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
3 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
3 |
| Mutual Of America Capital Management Llc |
3 |
| Westwood Holdings Group Inc |
3 |
| Caitong International Asset Management Co., Ltd |
3 |
| New Mexico Educational Retirement Board |
3 |
| SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Y-Intercept (Hong Kong) Ltd |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
| Banque Transatlantique SA |
3 |
| Susquehanna Fundamental Investments, Llc |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| Truewealth Llc |
3 |
| Treasurer of the State of North Carolina |
3 |
| Concord Wealth Partners |
3 |
| SRS Capital Advisors, Inc. |
3 |
| Gallo Partners, LP |
3 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
3 |
| Icon Advisers Inc/co |
3 |
| Merit Financial Group, LLC |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
| MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| Oak Thistle LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Evergreen Capital Management Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
3 |
| Brown Advisory Inc |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Princeton Global Asset Management LLC |
3 |
| LRT Capital Management, LLC |
3 |
| Westfield Capital Management Co Lp |
3 |
| Lido Advisors, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| Jupiter Asset Management Ltd |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
| Park Square Financial Group, LLC |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Chicago Partners Investment Group LLC |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| Stratos Wealth Partners, LTD. |
3 |
| Sofos Investments, Inc. |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| Sigma Planning Corp |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
3 |
| DnB Asset Management AS |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| M&t Bank Corp |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| Manchester Capital Management LLC |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Parametrica Management Ltd |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Deere & Co |
3 |
| Lee Financial Co |
3 |
| Ellevest, Inc. |
3 |
| Caption Management, LLC |
3 |
| Advisor OS, LLC |
3 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
| Graham Capital Management, L.P. |
3 |
| Quest Capital Management Inc /adv |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
3 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
| USA Financial Portformulas Corp |
3 |
| Advisors Asset Management, Inc. |
3 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| Foundry Partners, LLC |
3 |
| AHL Partners LLP |
3 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
3 |
| First Horizon Corp |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
3 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
3 |
| Holocene Advisors, LP |
3 |
| CIBC Private Wealth Group, LLC |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| Binnacle Investments Inc |
3 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
3 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
3 |
| Otter Creek Advisors, LLC |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
| Monarch Partners Asset Management LLC |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| Riverhead Capital Management Llc |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| BTC Capital Management, Inc. |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| State of Tennessee, Treasury Department |
3 |
| Sound Income Strategies, LLC |
3 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| Picton Mahoney Asset Management |
3 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
3 |
| Southport Management, L.l.c. |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
3 |
| Kingsview Wealth Management, LLC |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| Pathstone Family Office, Llc |
3 |
| Veriti Management LLC |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| Sowell Financial Services LLC |
3 |
| Wealthfront Advisers Llc |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
3 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
3 |
| HighPoint Advisor Group LLC |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
| ALPS ETF Trust - ALPS Electrification Infrastructure ETF |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| NewSquare Capital LLC |
3 |
| Newland Capital Management, Llc |
3 |
| Amundi Pioneer Asset Management Inc |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| CWM Advisors, LLC |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| DAVENPORT & Co LLC |
3 |
| Paloma Partners Management Co |
3 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| Independent Advisor Alliance |
3 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| CWA Asset Management Group, LLC |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Cannon Global Investment Management, LLC |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| FourThought Financial, LLC |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
3 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
| FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| TEXN - iSHARES TRUST - iShares Texas Equity ETF |
3 |
| Smith Group Asset Management, LLC |
3 |
| FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
3 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
| Prudential Plc |
3 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
| Elevation Series Trust - RiverNorth Patriot ETF |
3 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
| United Services Automobile Association |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Chicago Equity Partners Llc |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
3 |
| Pictet Asset Management Sa |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| Bank Of Nova Scotia |
3 |
| Robeco Schweiz AG |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| Wealthspire Advisors, L.P. |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Rational Advisors Llc |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
| Cooper Financial Group |
3 |
| Pensionmark Financial Group, Llc |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| Rydex Etf Trust |
3 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
| Sageworth Trust Co |
3 |
| Truvestments Capital Llc |
3 |
| Summit Trail Advisors, Llc |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| Index Management Solutions, LLC |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
3 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
3 |
| Point72 Europe (London) LLP |
3 |
| Cutler Group LP |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| Miles Capital, Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| Hillsdale Investment Management Inc. |
3 |
| Crestline Management, LP |
3 |
| D'Orazio & Associates, Inc. |
3 |
| Veritable, L.P. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| Atom Investors LP |
3 |
| Brighton Jones Llc |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| North Star Investment Management Corp. |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
3 |
| Securian Asset Management, Inc |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| Capstone Asset Management Co |
3 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
| Scotia Capital Inc. |
3 |
| Jane Street Holding, LLC |
3 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| Marshall Wace North America L.P. |
3 |
| DekaBank Deutsche Girozentrale |
3 |
| Bridgewater Associates, LP |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Fisher Asset Management, LLC |
3 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| Dalton Greiner Hartman Maher & Co |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
| Cresset Asset Management, LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| Quantinno Capital Management LP |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| Diversified Trust Co |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| Kestra Advisory Services, LLC |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| Vantage Consulting Group Inc |
3 |
| Verdence Capital Advisors LLC |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| Vanguard Horizon Funds |
3 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Webster Bank, N. A. |
3 |
| Van Eck Associates Corp |
3 |
| SkyOak Wealth, LLC |
3 |
| Fox Run Management, L.l.c. |
3 |
| Aigen Investment Management, Lp |
3 |
| Ergoteles LLC |
3 |
| Activest Wealth Management |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| Umb Bank N A/mo |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| Mackenzie Financial Corp |
3 |
| Dorsey Wright & Associates |
3 |
| Illinois Municipal Retirement Fund |
3 |
| Steel Peak Wealth Management LLC |
3 |
| Cibc World Markets Corp |
3 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| Neo Ivy Capital Management |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| Commonwealth Bank Of Australia |
3 |
| Solstein Capital, LLC |
3 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
| Weld Capital Management Llc |
3 |
| Banque Cantonale Vaudoise |
3 |
| IndexIQ Advisors LLC |
3 |
| Blackrock Floating Rate Income Trust |
3 |
| Blackrock Credit Allocation Income Trust |
3 |
| Advisory Research Inc |
3 |
| Islay Capital Management, Llc |
3 |
| Cordant, Inc. |
3 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| First Hawaiian Bank |
3 |
| Thb Asset Management |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| Healthcare Of Ontario Pension Plan Trust Fund |
3 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| Huntington National Bank |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
| Financial Engines Advisors L.L.C. |
3 |
| Ares Dynamic Credit Allocation Fund, Inc. |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| Eagle Bay Advisors LLC |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| L2 Asset Management, LLC |
3 |
| Parcion Private Wealth LLC |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
| Public Sector Pension Investment Board |
3 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
| Morgan Dempsey Capital Management Llc |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| Innealta Capital, Llc |
3 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| We Are One Seven, LLC |
3 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
3 |
| Benjamin F. Edwards & Company, Inc. |
3 |
| Capital One, National Association |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| Daiwa Securities Group Inc. |
3 |
| Equitable Holdings, Inc. |
3 |
| Caxton Associates Lp |
3 |
| Northwestern Mutual Wealth Management Co |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| Ethic Inc. |
3 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
| Impax Asset Management Group plc |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| Hood River Capital Management LLC |
3 |
| Keebeck Wealth Management, LLC |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| SOUTH STATE Corp |
3 |
| Arkadios Wealth Advisors |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
| 1832 Asset Management L.P. |
3 |
| Cinctive Capital Management LP |
3 |
| AdvisorNet Financial, Inc |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| Elkfork Partners LLC |
3 |
| Concentric Capital Strategies, LP |
3 |
| Twinbeech Capital Lp |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Baader Bank INC |
3 |
| Laurion Capital Management LP |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
| SILVER OAK SECURITIES, Inc |
3 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| Mirabella Financial Services Llp |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| Analytic Investors, LLC |
3 |
| Ensign Peak Advisors, Inc |
3 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
3 |
| Winton Diversified Opportunities Fund |
3 |
| Greenleaf Trust |
3 |
| Bb&t Investment Services, Inc. |
3 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
| Archer Investment Corp |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| Alambic Investment Management, L.P. |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| Hantz Financial Services, Inc. |
3 |
| Ada Investment Management, LP |
3 |
| Bridge City Capital, LLC |
3 |
| Brinker Capital Inc |
3 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Suntrust Banks Inc |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Cetera Advisors LLC |
3 |
| Intrust Bank Na |
3 |
| LGT Group Foundation |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
| Calamos Global Total Return Fund |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
| Bartlett & Co. LLC |
3 |
| Assured Investment Management LLC |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| T. Rowe Price Investment Management, Inc. |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| First Capital Advisors Group, LLC. |
3 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
| Horizon Investment Services, LLC |
3 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
3 |
| CENTRAL TRUST Co |
3 |
| Quantum Financial Advisors, LLC |
3 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| Proficio Capital Partners LLC |
3 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
3 |
| Public Employees Retirement System Of Ohio |
3 |
| Resources Investment Advisors, LLC. |
3 |
| CIBC World Markets Inc. |
3 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
| Shelton Capital Management |
3 |
| Cornercap Investment Counsel Inc |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| King Luther Capital Management Corp |
3 |
| Eagle Asset Management Inc |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| Oppenheimer & Co Inc |
3 |
| First Manhattan Co |
3 |
| PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| Mv Capital Management, Inc. |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| Advisory Services Network, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| Verus Capital Partners, Llc |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Park Avenue Securities Llc |
3 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| Teza Capital Management LLC |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| Advisor Partners Ii, Llc |
3 |
| Colonial Trust Co / SC |
3 |
| Cutter & CO Brokerage, Inc. |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| APG Asset Management N.V. |
3 |
| Boston Partners |
3 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |
| KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| FDx Advisors, Inc. |
3 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
3 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
3 |
| Profund Advisors Llc |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| Ameritas Investment Corp |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| United Capital Financial Advisers, Llc |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
| Ubs Oconnor Llc |
3 |
| Geneva Partners, LLC |
3 |
| Csenge Advisory Group |
3 |
| Private Capital Group, LLC |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
| Fidelis Capital Partners, LLC |
3 |
| RFP Financial Group LLC |
3 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| Perigon Wealth Management, LLC |
3 |
| Regions Financial Corp |
3 |
| Mather Group, Llc. |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| Zions Bancorporation, N.A. |
3 |
| Princeton Alpha Management LP |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| Valeo Financial Advisors, LLC |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| Pitcairn Co |
3 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| Castleark Management Llc |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| GHP Investment Advisors, Inc. |
3 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
3 |
| BlueCrest Capital Management Ltd |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| Texas Permanent School Fund |
3 |
| Renaissance Group Llc |
3 |
| Forge First Asset Management Inc. |
3 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
| MUFG Securities EMEA plc |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
3 |
| Qsemble Capital Management, LP |
3 |
| Emerald Acquisition Ltd. |
3 |
| Axq Capital, Lp |
3 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
3 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
3 |
| Creative Financial Designs Inc /adv |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| Apollon Wealth Management, LLC |
3 |
| Horan Securities, Inc. |
3 |
| Campbell & CO Investment Adviser LLC |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
| Saturna Capital CORP |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Belpointe Asset Management LLC |
3 |
| AIA Group Ltd |
3 |
| State Farm Mutual Fund Trust |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
3 |
| Headlands Technologies LLC |
3 |
| LGT Financial Advisors LLC |
3 |
| Legato Capital Management LLC |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| West Tower Group, LLC |
3 |
| Cornerstone Planning Group LLC |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| Fortis Capital Advisors, LLC |
3 |
| Readystate Asset Management Lp |
3 |
| State Farm Variable Product Trust |
3 |
| Pictet Asset Management Ltd |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
3 |
| Meeder Advisory Services, Inc. |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
| Applied Finance Capital Management, LLC |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| Point72 Middle East FZE |
3 |
| Wbi Investments, Inc. |
3 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| NEXT Financial Group, Inc |
3 |
| Canada Pension Plan Investment Board |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Callan Family Office, LLC |
3 |
| NumerixS Investment Technologies Inc |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| Harbor Investment Advisory, Llc |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Clinton Group Inc |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
| Prospera Financial Services Inc |
3 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
| Lsv Asset Management |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| Duality Advisers, Lp |
3 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
3 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
| Cipher Capital LP |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| Zebra Capital Management LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
3 |
| Horizon Investments, LLC |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| V-Square Quantitative Management LLC |
3 |
| Atlantic Trust, LLC |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| American Trust |
3 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| Public Employees Retirement Association Of Colorado |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| Seizert Capital Partners, Llc |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| First Mercantile Trust Co |
3 |
| PFG Investments, LLC |
3 |
| LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
3 |
| Mason Street Advisors, Llc |
3 |
| Vinva Investment Management Ltd |
3 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
3 |
| Nebula Research & Development LLC |
3 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
3 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| Mirae Asset Global Investments Co., Ltd. |
3 |
| Harwood Advisory Group, LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| Versor Investments LP |
3 |
| Townsquare Capital Llc |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| Chase Investment Counsel Corp |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| First Republic Investment Management, Inc. |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| ORG Partners LLC |
3 |
| Atomi Financial Group, Inc. |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| WFG Advisors, LP |
3 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
| Impact Partnership Wealth, LLC |
3 |
| Transamerica Partners Funds Group |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
3 |
| Hedeker Wealth, LLC |
3 |
| LS Investment Advisors, LLC |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| Td Asset Management Inc |
3 |
| Flinton Capital Management LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| AE Wealth Management LLC |
3 |
| Penserra Capital Management LLC |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| Quent Capital, LLC |
3 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| iA Global Asset Management Inc. |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Calamos Advisors LLC |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| Bridgefront Capital, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| UMA Financial Services, Inc. |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
3 |
| Dunhill Financial, LLC |
3 |
| ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| Glassman Wealth Services |
3 |
| Louisiana State Employees Retirement System |
3 |
| Jennison Associates Llc |
3 |
| IHT Wealth Management, LLC |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
3 |
| Prosperity Financial Group, Inc. |
3 |
| ClariVest Asset Management LLC |
3 |
| CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
3 |
| Maven Securities LTD |
3 |
| Disciplined Investments, LLC |
3 |
| Blueshift Asset Management, LLC |
3 |
| Brevan Howard Capital Management LP |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| Cape Investment Advisory, Inc. |
3 |
| Connecticut Wealth Management, LLC |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| Arlington Trust Co LLC |
3 |
| Profunds - Profund Vp Small-cap |
3 |
| Hbk Investments L P |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Evoke Wealth, Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
3 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| Norden Group Llc |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
3 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
3 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
| Toth Financial Advisory Corp |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Magnetar Financial LLC |
3 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
| Arete Wealth Advisors, LLC |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| Cavalier Investments, LLC |
3 |
| NorthRock Partners, LLC |
3 |
| Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
3 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
3 |
| Byrne Asset Management LLC |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
3 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
3 |
| Profunds - Profund Vp Ultrasmall-cap |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| Level Four Advisory Services, Llc |
3 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| CIBC Asset Management Inc |
3 |
| Hancock Whitney Corp |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
3 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
3 |
| Anchor Investment Management, LLC |
3 |
| Glen Harbor Capital Management LLC |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| Aptus Capital Advisors, LLC |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
| Bokf, Na |
3 |
| Trust Point Inc. |
3 |
| Meadow Creek Investment Management LLC |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| Geneos Wealth Management Inc. |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Vanguard Explorer Fund |
3 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| Baker Avenue Asset Management, LP |
3 |
| Raleigh Capital Management Inc. |
3 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
| Insight Capital Research & Management Inc |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
| Commerce Bank |
3 |
| FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
3 |
| HB Wealth Management, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Citizens Financial Group Inc/ri |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| Rakuten Securities, Inc. |
3 |
| Riverview Trust Co |
3 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
| Old National Bancorp /in/ |
3 |
| Aua Capital Management, Llc |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
3 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| Continuum Advisory, LLC |
3 |
| O'Neil Global Advisors, Inc. |
3 |
| F/M Investments LLC |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| Principal Securities, Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Optiver Holding B.V. |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| NDVR, Inc. |
3 |
