| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
88 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
77 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
75 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
70 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
69 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
69 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
67 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
66 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
65 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
65 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
64 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
63 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
63 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
62 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
60 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
60 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
59 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
59 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
54 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
52 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
51 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
50 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
49 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
48 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
46 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
45 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
44 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
43 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
43 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
42 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
41 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
40 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
40 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
39 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
39 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
39 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
39 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
38 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
37 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
37 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
36 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
34 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
33 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
32 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
32 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
32 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
32 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
32 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
32 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
31 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
31 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
31 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
31 |
| Invesco Bond Fund |
31 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
31 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
31 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
30 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
30 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
30 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
30 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
30 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
30 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
29 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
29 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
29 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
29 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
29 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
29 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
29 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
28 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
28 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
28 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
28 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
28 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
28 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
28 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
28 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
28 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
28 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
27 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
27 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
27 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
27 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
27 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
27 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
27 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
27 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
27 |
| Jpmorgan Chase & Co |
26 |
| Alliancebernstein Global High Income Fund Inc |
26 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
26 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
26 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
26 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
26 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
26 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
26 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
26 |
| UBS Group AG |
26 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
26 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
25 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
25 |
| Morgan Stanley |
25 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
25 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
25 |
| Proequities, Inc. |
25 |
| Deutsche Bank Ag\ |
25 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
25 |
| Citadel Advisors Llc |
25 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
25 |
| Millennium Management Llc |
25 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
25 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
25 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
24 |
| Bank of New York Mellon Corp |
24 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
24 |
| Bank Of America Corp /de/ |
24 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
24 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
24 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
24 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
24 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
24 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
24 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
24 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
24 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
23 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
23 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
23 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
23 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
23 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
23 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
23 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
23 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
23 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
23 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
23 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
23 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
23 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
23 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
23 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
23 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
23 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
23 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
23 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
22 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
22 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
22 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
22 |
| Wells Fargo & Company/mn |
22 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
22 |
| Citigroup Inc |
22 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
22 |
| BlackRock, Inc. |
22 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
22 |
| Susquehanna International Group, Llp |
22 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
22 |
| Goldman Sachs Group Inc |
22 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
22 |
| Walleye Trading LLC |
22 |
| Barclays Plc |
22 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
22 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
22 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
22 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
22 |
| Royal Bank Of Canada |
22 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
22 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
22 |
| Vanguard Group Inc |
21 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
21 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
21 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
21 |
| John Hancock Income Securities Trust |
21 |
| D. E. Shaw & Co., Inc. |
21 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
21 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
21 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
21 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
21 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
21 |
| Geode Capital Management, Llc |
21 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
21 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
21 |
| Marshall Wace, Llp |
21 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
21 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
21 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
20 |
| Tower Research Capital LLC (TRC) |
20 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
20 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
20 |
| Ameriprise Financial Inc |
20 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
20 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
20 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
20 |
| Bank Of Montreal /can/ |
20 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
20 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
20 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
20 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
20 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
20 |
| Renaissance Technologies Llc |
20 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
20 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
20 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
20 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
20 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
20 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
20 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
20 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
20 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
20 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
20 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
20 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
20 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
20 |
| Panagora Asset Management Inc |
20 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
20 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
20 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
20 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
20 |
| New York State Common Retirement Fund |
19 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
19 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
19 |
| American International Group, Inc. |
19 |
| Credit Suisse Ag/ |
19 |
| Manufacturers Life Insurance Company, The |
19 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
19 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
19 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
19 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
19 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
19 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
19 |
| Northern Trust Corp |
19 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
19 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
19 |
| Prelude Capital Management, Llc |
19 |
| State Street Corp |
19 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
19 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
19 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
19 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
19 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
19 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
19 |
| Simplex Trading, Llc |
19 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
19 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
19 |
| Alliancebernstein L.p. |
18 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
18 |
| Paloma Partners Management Co |
18 |
| Two Sigma Advisers, Lp |
18 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
18 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
18 |
| Magnetar Financial LLC |
18 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
18 |
| Dimensional Fund Advisors Lp |
18 |
| Jefferies Group LLC |
18 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
18 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
18 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
18 |
| Pnc Financial Services Group, Inc. |
18 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
18 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
18 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
18 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
18 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
18 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
18 |
| Invesco Ltd. |
18 |
| Virtu Financial LLC |
18 |
| Two Sigma Investments, Lp |
18 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
18 |
| Charles Schwab Investment Management Inc |
18 |
| Strs Ohio |
18 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
18 |
| LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
18 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
18 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
18 |
| Squarepoint Ops LLC |
18 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
18 |
| Russell Investments Group, Ltd. |
18 |
| Healthcare Of Ontario Pension Plan Trust Fund |
18 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
18 |
| Federated Hermes, Inc. |
18 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
18 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
18 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
17 |
| Walleye Capital LLC |
17 |
| Sei Investments Co |
17 |
| Acadian Asset Management Llc |
17 |
| Captrust Financial Advisors |
17 |
| Stifel Financial Corp |
17 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
17 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
17 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
17 |
| SG Americas Securities, LLC |
17 |
| Boothbay Fund Management, Llc |
17 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
17 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
17 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
17 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
17 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
17 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
17 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
17 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
17 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
17 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
17 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
17 |
| IFP Advisors, Inc |
17 |
| Wellington Management Group Llp |
17 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
17 |
| Hrt Financial Lp |
17 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
17 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
17 |
| California State Teachers Retirement System |
17 |
| Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
17 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
17 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
17 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
17 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
17 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
17 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
17 |
| MASTER BOND LLC - Master Total Return Portfolio |
17 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
17 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
17 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
17 |
| Metropolitan Life Insurance Co/ny |
17 |
| Jane Street Group, Llc |
17 |
| Wolverine Asset Management Llc |
17 |
| Legal & General Group Plc |
17 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
17 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
17 |
| Group One Trading, L.p. |
17 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
17 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
17 |
| Trexquant Investment LP |
17 |
| Bnp Paribas Arbitrage, Sa |
17 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
17 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
17 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
17 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
16 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
16 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
16 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
16 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
16 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
16 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
16 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
16 |
| Meeder Asset Management Inc |
16 |
| Calamos Strategic Total Return Fund |
16 |
| Nuveen Asset Management, LLC |
16 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
16 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
16 |
| Dupont Capital Management Corp |
16 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
16 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
16 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
16 |
| Cnh Partners Llc |
16 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
16 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
16 |
| Engineers Gate Manager LP |
16 |
| Aqr Capital Management Llc |
16 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
16 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
16 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
16 |
| Bridgeway Capital Management Inc |
16 |
| Zacks Investment Management |
16 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
16 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
16 |
| Schonfeld Strategic Advisors LLC |
16 |
| Us Bancorp \de\ |
16 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
16 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
16 |
| Cutler Group LP |
16 |
| Allianz Asset Management GmbH |
16 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
16 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
16 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
16 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
16 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
16 |
| Price T Rowe Associates Inc /md/ |
16 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
16 |
| Balyasny Asset Management Llc |
16 |
| Highbridge Capital Management Llc |
16 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
16 |
| Pacer Advisors, Inc. |
16 |
| Fmr Llc |
16 |
| Wolverine Trading, Llc |
16 |
| California Public Employees Retirement System |
16 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
16 |
| Rhumbline Advisers |
16 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
15 |
| BlackRock Institutional Trust Company, N.A. |
15 |
| Principal Financial Group Inc |
15 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
15 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
15 |
| BlackRock Investment Management, LLC |
15 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
15 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
15 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
15 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
15 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
15 |
| Creative Planning |
15 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
15 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
15 |
| Voya Investment Management Llc |
15 |
| Marshall Wace North America L.P. |
15 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
15 |
| First Trust Advisors Lp |
15 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
15 |
| Gabelli Funds Llc |
15 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
15 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
15 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
15 |
| Los Angeles Capital Management Llc |
15 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
15 |
| O'shaughnessy Asset Management, Llc |
15 |
| Verition Fund Management LLC |
15 |
| ExodusPoint Capital Management, LP |
15 |
| M&t Bank Corp |
15 |
| Macquarie Group Ltd |
15 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
15 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
15 |
| Arrowstreet Capital, Limited Partnership |
15 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
15 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
15 |
| Victory Capital Management Inc |
15 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
15 |
| PEAK6 Investments LLC |
15 |
| Gsa Capital Partners Llp |
15 |
| Parallax Volatility Advisers, L.P. |
15 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
15 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
15 |
| Hbk Investments L P |
15 |
| Hsbc Holdings Plc |
15 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
15 |
| Advisor Group Holdings, Inc. |
15 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
15 |
| PDT Partners, LLC |
15 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
15 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
15 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
15 |
| MetLife Investment Management, LLC |
15 |
| Cubist Systematic Strategies, LLC |
15 |
| Tudor Investment Corp Et Al |
15 |
| State Board Of Administration Of Florida Retirement System |
15 |
| MUFG Americas Holdings Corp |
15 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
15 |
| Cwm, Llc |
15 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
15 |
| Lazard Asset Management Llc |
15 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
14 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
14 |
| Nisa Investment Advisors, Llc |
14 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
14 |
| Parametric Portfolio Associates Llc |
14 |
| Ubs Asset Management Americas Inc |
14 |
| FNY Investment Advisers, LLC |
14 |
| Swiss National Bank |
14 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
14 |
| Nationwide Fund Advisors |
14 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
14 |
| Campbell & CO Investment Adviser LLC |
14 |
| Qube Research & Technologies Ltd |
14 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
14 |
| BlackRock Fund Advisors |
14 |
| Envestnet Asset Management Inc |
14 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
14 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
14 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
14 |
| Connor, Clark & Lunn Investment Management Ltd. |
14 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
14 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
14 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
14 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
14 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
14 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
14 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
14 |
| Ladenburg Thalmann Financial Services Inc |
14 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
14 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
14 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
14 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
14 |
| Comerica Bank |
14 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
14 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
14 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
14 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
14 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
14 |
| Nomura Holdings Inc |
14 |
| Prudential Financial Inc |
14 |
| Point72 Hong Kong Ltd |
14 |
| BlackRock Advisors LLC |
14 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
14 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
14 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
14 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
14 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
14 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
14 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
14 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
14 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
14 |
| Jump Financial, LLC |
14 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
14 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
14 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
14 |
| Norges Bank |
14 |
| Invesco High Income Trust Ii |
14 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
14 |
| GWM Advisors LLC |
14 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
14 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
14 |
| Lsv Asset Management |
14 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
14 |
| Algert Global Llc |
14 |
| Mirae Asset Global Investments Co., Ltd. |
14 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
14 |
| Teacher Retirement System Of Texas |
14 |
| GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
14 |
| James Investment Research Inc |
14 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
14 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
14 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
14 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
14 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
14 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
14 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
14 |
| Mackenzie Financial Corp |
14 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
14 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
14 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
14 |
| BlueCrest Capital Management Ltd |
14 |
| Man Group plc |
14 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
14 |
| Quantbot Technologies LP |
14 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
14 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
14 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
14 |
| Teachers Advisors, Llc |
14 |
| Tiaa Cref Investment Management Llc |
14 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
14 |
| Schroder Investment Management Group |
13 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
13 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
13 |
| Calamos Dynamic Convertible & Income Fund |
13 |
| Franklin Resources Inc |
13 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
13 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
13 |
| Calamos Convertible & High Income Fund |
13 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
13 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
13 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
13 |
| Calamos Convertible Opportunities & Income Fund |
13 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
13 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
13 |
| Calamos Global Dynamic Income Fund |
13 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
13 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
13 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
| Bessemer Group Inc |
13 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
13 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
13 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
13 |
| Quadrature Capital Ltd |
13 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
13 |
| Putnam Investments Llc |
13 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
13 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
13 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
13 |
| Advisor Group, Inc. |
13 |
| Northwestern Mutual Wealth Management Co |
13 |
| Blackrock Core Bond Trust |
13 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
13 |
| Calamos Long/Short Equity & Dynamic Income Trust |
13 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
13 |
| KBC Group NV |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
13 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
13 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
13 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
13 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
13 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
13 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
13 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
13 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
13 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
13 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
13 |
| Alpine Global Management, LLC |
13 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
13 |
| XTX Topco Ltd |
13 |
| Assetmark, Inc |
13 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
13 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
13 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
13 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
13 |
| Neuberger Berman Group LLC |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
13 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
13 |
| Parallel Advisors, LLC |
13 |
| Ameritas Investment Partners, Inc. |
13 |
| Centiva Capital, LP |
13 |
| Public Employees Retirement System Of Ohio |
13 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
13 |
| Ergoteles LLC |
13 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
| American Century Companies Inc |
13 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
13 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
13 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
13 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
13 |
| A.R.T. Advisors, LLC |
13 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
13 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
13 |
| Winton Capital Group Ltd |
13 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
13 |
| PEAK6 Investments, L.P. |
13 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
13 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
13 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
13 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
13 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
13 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
13 |
| Russell Frank Co/ |
13 |
| Rockefeller Capital Management L.P. |
13 |
| Dynamic Technology Lab Private Ltd |
13 |
| Guggenheim Capital Llc |
13 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
13 |
| BlackRock Group LTD |
13 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
13 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
13 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
13 |
| Western Asset Premier Bond Fund |
13 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
13 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
12 |
| Thrivent Financial For Lutherans |
12 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
12 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
12 |
| EAM Investors, LLC |
12 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
12 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
12 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
12 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
12 |
| Sterling Capital Management LLC |
12 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
12 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
12 |
| Fifth Third Bancorp |
12 |
| Point72 Asset Management, L.P. |
12 |
| Allspring Global Investments Holdings, LLC |
12 |
| SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
12 |
| Driehaus Capital Management Llc |
12 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
12 |
| ClariVest Asset Management LLC |
12 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
12 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
12 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
12 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
12 |
| Eaton Vance Ltd Duration Income Fund |
12 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
12 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
12 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
12 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
12 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
12 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
12 |
| Clearbridge Investments, LLC |
12 |
| Royce & Associates Lp |
12 |
| Public Employees Retirement Association Of Colorado |
12 |
| Numeric Investors Llc |
12 |
| Diametric Capital, LP |
12 |
| Federation des caisses Desjardins du Quebec |
12 |
| AdvisorNet Financial, Inc |
12 |
| Gotham Asset Management, LLC |
12 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
12 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
12 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
12 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
12 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
12 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
12 |
| Axa S.a. |
12 |
| LPL Financial LLC |
12 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
12 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
12 |
| Blackrock Ltd Duration Income Trust |
12 |
| Blackrock Corporate High Yield Fund, Inc. |
12 |
| LMR Partners LLP |
12 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
12 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
12 |
| CIBC Private Wealth Group, LLC |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
12 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
12 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
12 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
12 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
12 |
| Weiss Asset Management LP |
12 |
| Oxford Asset Management Llp |
12 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
12 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| Polar Asset Management Partners Inc. |
12 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
12 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
12 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
12 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
12 |
| Glazer Capital, Llc |
12 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
12 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
12 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
12 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
12 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
12 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
12 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
12 |
| Quadrant Capital Group Llc |
12 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
12 |
| Eaton Vance Management |
12 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
12 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
12 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
12 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
12 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
12 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
12 |
| DekaBank Deutsche Girozentrale |
12 |
| ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
12 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
12 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
12 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
12 |
| Moore Capital Management, Lp |
12 |
| QS Investors, LLC |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
12 |
| First Horizon Advisors, Inc. |
12 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
12 |
| State Of Wisconsin Investment Board |
12 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
12 |
| Wedge Capital Management L L P/nc |
12 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
12 |
| Jacobs Levy Equity Management, Inc |
12 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
12 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
12 |
| Brandywine Global Investment Management, LLC |
12 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
12 |
| Nomura Asset Management Co Ltd |
12 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
12 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
12 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
12 |
| Steward Partners Investment Advisory, Llc |
12 |
| Hillsdale Investment Management Inc. |
12 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
12 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
12 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
12 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
12 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
12 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
12 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
12 |
| Assenagon Asset Management S.A. |
12 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
11 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
11 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
11 |
| Tfs Capital Llc |
11 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
11 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
11 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
11 |
| Covestor Ltd |
11 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
11 |
| Managed Account Advisors Llc |
11 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
11 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
11 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
11 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
11 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
11 |
| Alyeska Investment Group, L.P. |
11 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
11 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
11 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
11 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
11 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
11 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
11 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
11 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
11 |
| Janus Henderson Group Plc |
11 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
11 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
11 |
| Emerald Acquisition Ltd. |
11 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
11 |
| Ubs Ag |
11 |
| Ajo, Lp |
11 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
11 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
11 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
11 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
11 |
| Penserra Capital Management LLC |
11 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
11 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
11 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
11 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
11 |
| HighTower Advisors, LLC |
11 |
| TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
11 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
11 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
11 |
| Raymond James Financial Services Advisors, Inc. |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
11 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
| Globeflex Capital L P |
11 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
11 |
| Canada Pension Plan Investment Board |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
11 |
| Vanguard Index Funds |
11 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
11 |
| Bogle Investment Management L P /de/ |
11 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
11 |
| Amalgamated Bank |
11 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
11 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
11 |
| Truist Financial Corp |
11 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
11 |
| Profunds - Profund Vp Small-cap |
11 |
| Blackrock Debt Strategies Fund, Inc. |
11 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
11 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
11 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
11 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
11 |
| Advisors Asset Management, Inc. |
11 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
11 |
| Fox Run Management, L.l.c. |
11 |
| Tiaa-cref Funds |
11 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
| Huntington National Bank |
11 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
11 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
11 |
| Ameritas Investment Corp |
11 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
11 |
| Raymond James & Associates |
11 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
11 |
| SRS Capital Advisors, Inc. |
11 |
| Two Sigma Securities, Llc |
11 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
11 |
| Global Retirement Partners, LLC |
11 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
11 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
11 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
11 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
11 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
11 |
| TCI Wealth Advisors, Inc. |
11 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
11 |
| Profunds - Profund Vp Ultrasmall-cap |
11 |
| Gamco Investors, Inc. Et Al |
11 |
| Stratos Wealth Partners, LTD. |
11 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
11 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
11 |
| Versant Capital Management, Inc |
11 |
| Laurion Capital Management LP |
11 |
| Handelsbanken Fonder AB |
11 |
| Principal Funds Inc |
11 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
11 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
11 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
11 |
| IndexIQ Advisors LLC |
11 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
11 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
11 |
| MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
11 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
11 |
| Holocene Advisors, LP |
11 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
11 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
11 |
| NEXT Financial Group, Inc |
11 |
| Robeco Institutional Asset Management B.V. |
11 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
11 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
11 |
| Piedmont Investment Advisors Llc |
11 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
11 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
11 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
11 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
11 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
11 |
| Capital Fund Management S.a. |
11 |
| Brookfield Asset Management Inc. |
11 |
| Alberta Investment Management Corp |
11 |
| JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
11 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
11 |
| ProShare Advisors LLC |
11 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
11 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
11 |
| Western Asset Global High Income Fund Inc. |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
11 |
| Geneos Wealth Management Inc. |
11 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
11 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
11 |
| Tcw Strategic Income Fund Inc |
11 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
11 |
| OMERS ADMINISTRATION Corp |
11 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
11 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
11 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
11 |
| Fuller & Thaler Asset Management, Inc. |
11 |
| Aquatic Capital Management LLC |
11 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
11 |
| Glenmede Trust Co Na |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
11 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
11 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
11 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
11 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
11 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
11 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
11 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
11 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
11 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
11 |
| Lord, Abbett & Co. Llc |
11 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
11 |
| Glassman Wealth Services |
11 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
11 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
11 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
11 |
| Versor Investments LP |
11 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
11 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
11 |
| Proficio Capital Partners LLC |
11 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
11 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
11 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
11 |
| State of Wyoming |
11 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
11 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
11 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
11 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
11 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
11 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
11 |
| Voloridge Investment Management, Llc |
11 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
11 |
| Advanced Series Trust - Ast High Yield Portfolio |
11 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
10 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
10 |
| State Farm Mutual Fund Trust |
10 |
| State Farm Variable Product Trust |
10 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
10 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
10 |
| EverSource Wealth Advisors, LLC |
10 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
10 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
10 |
| Nordea Investment Management Ab |
10 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
10 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
10 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
10 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
10 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
10 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
10 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
| Occudo Quantitative Strategies Lp |
10 |
| Harbour Investments, Inc. |
10 |
| Hudson Bay Capital Management LP |
10 |
| Natixis Advisors, L.p. |
10 |
| Capstone Investment Advisors, Llc |
10 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
10 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
10 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
10 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
10 |
| Cetera Investment Advisers |
10 |
| Kcg Holdings, Inc. |
10 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
10 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
10 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
10 |
| Great West Life Assurance Co /can/ |
10 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
10 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
10 |
| Martingale Asset Management L P |
10 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
10 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
10 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
10 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
10 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
10 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
10 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
10 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
10 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
10 |
| Susquehanna Fundamental Investments, Llc |
10 |
| NumerixS Investment Technologies Inc |
10 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
10 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
10 |
| Alps Advisors Inc |
10 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
10 |
| Allworth Financial LP |
10 |
| AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
10 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
10 |
| CENTRAL TRUST Co |
10 |
| Barrow Hanley Mewhinney & Strauss Llc |
10 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
10 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
10 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
10 |
| Clear Street Markets Llc |
10 |
| Private Trust Co Na |
10 |
| Airain ltd |
10 |
| College Retirement Equities Fund |
10 |
| Water Island Capital Llc |
10 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
10 |
| United Services Automobile Association |
10 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
10 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
10 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
10 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
10 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
10 |
| Chicago Equity Partners Llc |
10 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
10 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
10 |
| Exchange Traded Concepts, Llc |
10 |
| Massachusetts Financial Services Co /ma/ |
10 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
10 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
10 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
10 |
| Ionic Capital Management LLC |
10 |
| GAM Holding AG |
10 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
10 |
| Advisory Services Network, LLC |
10 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
10 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
10 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
10 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
10 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
10 |
| State of Alaska, Department of Revenue |
10 |
| Mackay Shields Llc |
10 |
| MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
10 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
10 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
10 |
| SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
10 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
10 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
10 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
10 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
10 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
10 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
10 |
| Sonora Investment Management, LLC |
10 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
10 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
10 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
10 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
10 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
10 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
10 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
10 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
10 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
10 |
| Assured Investment Management LLC |
10 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
10 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
10 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
10 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
10 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
10 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
10 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
10 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
10 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
10 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
10 |
| Mitsubishi UFJ Trust & Banking Corp |
10 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
10 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
10 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
10 |
| Arizona State Retirement System |
10 |
| Aigen Investment Management, Lp |
10 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
| National Bank Of Canada /fi/ |
10 |
| Vantagepoint Funds |
10 |
| Whittier Trust Co |
10 |
| Denali Advisors Llc |
10 |
| Carroll Financial Associates, Inc. |
10 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
10 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
10 |
| Quantitative Systematic Strategies LLC |
10 |
| Vestcor Inc |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
10 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
10 |
| FORA Capital, LLC |
10 |
| Weld Capital Management Llc |
10 |
| Blueshift Asset Management, LLC |
10 |
| Alphacrest Capital Management Llc |
10 |
| Lindbrook Capital, Llc |
10 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
10 |
| Twinbeech Capital Lp |
10 |
| Ellevest, Inc. |
10 |
| Raymond James Financial Inc |
10 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
10 |
| Signaturefd, Llc |
10 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
10 |
| Sofos Investments, Inc. |
10 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
10 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
10 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
10 |
| Aperio Group, LLC |
10 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
10 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
10 |
| CWM Advisors, LLC |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| Caption Management, LLC |
10 |
| Toronto Dominion Bank |
10 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
10 |
| Credit Agricole S A |
10 |
| Parkside Financial Bank & Trust |
10 |
| BlackRock Japan Co. Ltd |
10 |
| Caxton Associates Lp |
10 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
10 |
| Farther Finance Advisors, LLC |
10 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
10 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
10 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
10 |
| Scopus Asset Management, L.p. |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
10 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
10 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
10 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
10 |
| Virginia Retirement Systems Et Al |
10 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
10 |
| Cornerstone Planning Group LLC |
10 |
| Quarry LP |
10 |
| Philadelphia Financial Management of San Francisco, LLC |
10 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
10 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
10 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
10 |
| Six Circles Trust - Six Circles Global Bond Fund |
10 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
10 |
| Western Asset High Income Fund Ii Inc. |
10 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
10 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
10 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
10 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
10 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
10 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
10 |
| Blackrock Multi-sector Income Trust |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
10 |
| Blackrock Credit Allocation Income Trust |
10 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
10 |
| Css Llc/il |
10 |
| Ellington Management Group Llc |
10 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
9 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
9 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
9 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
9 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
9 |
| Picton Mahoney Asset Management |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
9 |
| SBI Securities Co., Ltd. |
9 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
9 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
9 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
9 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
9 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
9 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
9 |
| CenterStar Fund, LLC |
9 |
| Western Asset Income Fund |
9 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
9 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
9 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
9 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
9 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
9 |
| Amalgamated Financial Corp. |
9 |
| Cipher Capital LP |
9 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
9 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
9 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
9 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
9 |
| Deere & Co |
9 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
9 |
| Commonwealth Equity Services, Llc |
9 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
9 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
9 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
9 |
| Suntrust Banks Inc |
9 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
9 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
9 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
9 |
| Analytic Investors, LLC |
9 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
9 |
| Blackrock 2022 Global Income Opportunity Trust |
9 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
9 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
9 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
9 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
9 |
| Calamos Global Total Return Fund |
9 |
| Brevan Howard Capital Management LP |
9 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
9 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
9 |
| Petrus Trust Company, LTA |
9 |
| Bell Investment Advisors, Inc |
9 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
9 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
9 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
9 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
9 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
9 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
9 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
9 |
| Bayesian Capital Management, LP |
9 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
9 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
9 |
| RidgeWorth Capital Management LLC |
9 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
9 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
9 |
| Ronald Blue Trust, Inc. |
9 |
| Public Sector Pension Investment Board |
9 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
9 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
9 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
9 |
| Amundi |
9 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
9 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
9 |
| MetLife Securities, Inc |
9 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
9 |
| Private Advisor Group, LLC |
9 |
| C M Bidwell & Associates Ltd |
9 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| Guggenheim Active Allocation Fund |
9 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
9 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
9 |
| PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
9 |
| North Star Investment Management Corp. |
9 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
| Bryn Mawr Capital Management Inc |
9 |
| Sowell Financial Services LLC |
9 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
9 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
9 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
9 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
9 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
9 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
9 |
| USA Financial Portformulas Corp |
9 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
9 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
9 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
9 |
| Diversified Trust Co |
9 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
9 |
| Monarch Partners Asset Management LLC |
9 |
| D.a. Davidson & Co. |
9 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
9 |
| Hancock Whitney Corp |
9 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
9 |
| New York State Teachers Retirement System |
9 |
| Wealthspire Advisors, L.P. |
9 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
9 |
| Commonwealth Bank Of Australia |
9 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
9 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
9 |
| Private Capital Group, LLC |
9 |
| Hartford Mutual Funds Inc/ct |
9 |
| Quantamental Technologies LLC |
9 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
9 |
| Ensign Peak Advisors, Inc |
9 |
| Freestone Capital Holdings, LLC |
9 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
9 |
| State of New Jersey Common Pension Fund D |
9 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
9 |
| Td Asset Management Inc |
9 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
9 |
| SG3 Management, LLC |
9 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
9 |
| First Quadrant L P/ca |
9 |
| Loomis Sayles & Co L P |
9 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
| Janney Montgomery Scott LLC |
9 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
9 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
9 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
9 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
9 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
9 |
| Cornercap Investment Counsel Inc |
9 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
9 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
9 |
| CIBC World Markets Inc. |
9 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
9 |
| PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
9 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
9 |
| Y-Intercept (Hong Kong) Ltd |
9 |
| Tfs Capital Investment Trust |
9 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
9 |
| Cetera Advisor Networks LLC |
9 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
9 |
| Zebra Capital Management LLC |
9 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
9 |
| First Republic Investment Management, Inc. |
9 |
| Cetera Advisors LLC |
9 |
| Stevens Capital Management Lp |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
9 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
9 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
9 |
| Portolan Capital Management, LLC |
9 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
9 |
| Ubs Oconnor Llc |
9 |
| Oregon Public Employees Retirement Fund |
9 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
9 |
| Cornerstone Capital Management Holdings Llc. |
9 |
| Counterpoint Mutual Funds LLC |
9 |
| Spot Trading L.L.C |
9 |
| BlackRock Multi-Sector Opportunities Trust II |
9 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
9 |
| Oppenheimer & Co Inc |
9 |
| John Hancock Hedged Equity & Income Fund |
9 |
| Franklin Ltd Duration Income Trust |
9 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
9 |
| Rydex Etf Trust |
9 |
| Monashee Investment Management LLC |
9 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
9 |
| State of Tennessee, Treasury Department |
9 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
9 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
9 |
| Cowen And Company, Llc |
9 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
9 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
9 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
9 |
| Dark Forest Capital Management Lp |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
| GAMMA Investing LLC |
9 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
9 |
| National Asset Management, Inc. |
9 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
9 |
| Teachers Retirement System Of The State Of Kentucky |
9 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
9 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
9 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
9 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
9 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
9 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
8 |
| Jackson Creek Investment Advisors LLC |
8 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
8 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
8 |
| Summit Trail Advisors, Llc |
8 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
8 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
8 |
| AHL Partners LLP |
8 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
8 |
| Hexagon Capital Partners LLC |
8 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
8 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
8 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
8 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
8 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
8 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
8 |
| Mfs Multimarket Income Trust |
8 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
8 |
| MQS Management LLC |
8 |
| Financial Gravity Companies, Inc. |
8 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
8 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
8 |
| Pinnacle Wealth Planning Services, Inc. |
8 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
8 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
8 |
| K2 Principal Fund, L.p. |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
8 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
8 |
| Mason Street Advisors, Llc |
8 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
8 |
| Wealthcare Advisory Partners LLC |
8 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
8 |
| Neuberger Berman High Yield Strategies Fund Inc. |
8 |
| Invictus RG |
8 |
| Amundi Pioneer Asset Management Inc |
8 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
8 |
| Shay Capital LLC |
8 |
| Asset Management One Co., Ltd. |
8 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
8 |
| TD Waterhouse Canada Inc. |
8 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
8 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
8 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
8 |
| Lucus Advisors Llc |
8 |
| PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A |
8 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
8 |
| Western Asset High Income Opportunity Fund Inc. |
8 |
| Cordant, Inc. |
8 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
8 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| Blackstone Group Inc |
8 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
8 |
| Graham Capital Management, L.P. |
8 |
| VCBDX - VALIC Co I - Core Bond Fund |
8 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
8 |
| Nebula Research & Development LLC |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
8 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
8 |
| Point72 Asia (Singapore) Pte. Ltd. |
8 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
8 |
| Core Bond Portfolio - Core Bond Portfolio |
8 |
| Ontario Teachers Pension Plan Board |
8 |
| Hutchin Hill Capital, LP |
8 |
| American Portfolios Advisors |
8 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
8 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
8 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
8 |
| Point72 Middle East FZE |
8 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
8 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
8 |
| People's United Financial, Inc. |
8 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
8 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
8 |
| Howe & Rusling Inc |
8 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
8 |
| WFG Advisors, LP |
8 |
| Valeo Financial Advisors, LLC |
8 |
| FourThought Financial, LLC |
8 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| Sumitomo Mitsui Trust Holdings, Inc. |
8 |
| Prospera Financial Services Inc |
8 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
8 |
| Gallacher Capital Management LLC |
8 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
8 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
8 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
8 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
8 |
| MARSHALL WACE ASIA Ltd |
8 |
| Convergence Investment Partners, LLC |
8 |
| Acrospire Investment Management LLC |
8 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
8 |
| Spot Trading L.l.c. |
8 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
8 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
8 |
| HAP Trading, LLC |
8 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
8 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
8 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
8 |
| Vanguard World Fund |
8 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
8 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
8 |
| Patriot Financial Group Insurance Agency, LLC |
8 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
8 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
8 |
| Summit Global Investments |
8 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
8 |
| Xponance, Inc. |
8 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
8 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
8 |
| Ci Investments Inc. |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
8 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
8 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
8 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
8 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
8 |
| Jefferies Financial Group Inc. |
8 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
8 |
| Leuthold Group, Llc |
8 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
8 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
8 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
8 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
8 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
8 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
8 |
| GV Financial Advisors |
8 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
8 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
8 |
| Teza Capital Management LLC |
8 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
8 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
8 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
8 |
| 361 Capital Llc |
8 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
8 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
8 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
8 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
8 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
8 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
8 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
8 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
| Jfs Wealth Advisors, Llc |
8 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
8 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
8 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
8 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
8 |
| Mariner, LLC |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
8 |
| Keebeck Alpha, LP |
8 |
| First Hawaiian Bank |
8 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
8 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
8 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
8 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
8 |
| Dreman Value Management, L L C |
8 |
| Toroso Investments, LLC |
8 |
| Atria Investments Llc |
8 |
| Jones Financial Companies Lllp |
8 |
| Cresset Asset Management, LLC |
8 |
| Quantinno Capital Management LP |
8 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
8 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
8 |
| Zions Bancorporation, N.A. |
8 |
| Orion Portfolio Solutions, LLC |
8 |
| Pictet Asset Management Ltd |
8 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
8 |
| Ancora Advisors, LLC |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
8 |
| Advisory Research Inc |
8 |
| Stephens Inc /ar/ |
8 |
| Boston Partners |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
8 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
8 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
8 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
8 |
| DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
8 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
8 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
8 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
8 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
8 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
8 |
| Pictet Asset Management Sa |
8 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
8 |
| Catalyst Capital Advisors LLC |
8 |
| Nine Chapters Capital Management LLC |
8 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
8 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
8 |
| Spark Investment Management LLC |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
8 |
| Rothschild Investment Llc |
8 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
8 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
8 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
8 |
| Northern Trust Co Of Connecticut |
8 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
8 |
| Kepos Capital LP |
8 |
| Systematic Financial Management Lp |
8 |
| Corebridge Financial, Inc. |
8 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
8 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
8 |
| Point72 (DIFC) Ltd |
8 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
8 |
| FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
8 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
8 |
| Fortitude Family Office, LLC |
7 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
7 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
7 |
| Brown Advisory Inc |
7 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
7 |
| Sawtooth Solutions, LLC |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
7 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
7 |
| Moody National Bank Trust Division |
7 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
7 |
| Alambic Investment Management, L.P. |
7 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
7 |
| Mfs Charter Income Trust |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
7 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
7 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
7 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
7 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
7 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
7 |
| Yousif Capital Management, Llc |
7 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
7 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
7 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
| Berman Capital Advisors, LLC |
7 |
| Skopos Labs, Inc. |
7 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
7 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
7 |
| Pathstone Family Office, Llc |
7 |
| Texas Permanent School Fund |
7 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
7 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
7 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
7 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
7 |
| PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
7 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
7 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
7 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
7 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
| Evergreen Capital Management Llc |
7 |
| PineBridge Investments, L.P. |
7 |
| Toth Financial Advisory Corp |
7 |
| Davidson Kempner Capital Management Lp |
7 |
| Lombard Odier Asset Management (USA) Corp |
7 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
7 |
| Hartland & Co., LLC |
7 |
| Steward Financial Group LLC |
7 |
| Symphony Asset Management Llc |
7 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
7 |
| Fs Credit Income Fund |
7 |
| Mork Capital Management, LLC |
7 |
| AE Wealth Management LLC |
7 |
| FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
7 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
7 |
| CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF |
7 |
| PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
7 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
7 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
7 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
| VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
7 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| Eqis Capital Management, Inc. |
7 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
7 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
7 |
| Smartleaf Asset Management LLC |
7 |
| PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
7 |
| Old Mutual Global Investors (UK) Ltd. |
7 |
| LS Investment Advisors, LLC |
7 |
| Wipfli Financial Advisors Llc, |
7 |
| New America High Income Fund Inc |
7 |
| Employees Retirement System of Texas |
7 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| Blair William & Co/il |
7 |
| Cibc World Markets Corp |
7 |
| Oppenheimer Etf Trust |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
7 |
| River Road Asset Management, LLC |
7 |
| Equitec Proprietary Markets, Llc |
7 |
| MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
7 |
| Catalyst Funds Management Pty Ltd |
7 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
7 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
7 |
| Sciencast Management LP |
7 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
7 |
| Fisher Asset Management, LLC |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
7 |
| Schubert & Co |
7 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
7 |
| Disciplined Investments, LLC |
7 |
| Interval Partners, LP |
7 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
7 |
| Mount Yale Investment Advisors, LLC |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
7 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
7 |
| Atom Investors LP |
7 |
| Shelton Capital Management |
7 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
7 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
7 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
7 |
| Weiss Strategic Interval Fund |
7 |
| Nuveen, LLC |
7 |
| Sageworth Trust Co |
7 |
| GPS Wealth Strategies Group, LLC |
7 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
7 |
| RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
7 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
7 |
| Innealta Capital, Llc |
7 |
| Woodline Partners LP |
7 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
7 |
| Maven Securities LTD |
7 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
7 |
| SECOR Capital Advisors, LP |
7 |
| FIL Ltd |
7 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| Duality Advisers, Lp |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| Kennedy Capital Management, Inc. |
7 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
7 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
7 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
7 |
| MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
7 |
| Umb Bank N A/mo |
7 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
7 |
| Empowered Funds, LLC |
7 |
| PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
7 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
7 |
| Flagship Harbor Advisors, Llc |
7 |
| Princeton Alpha Management LP |
7 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
7 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
7 |
| Prudential Global Short Duration High Yield Fund, Inc. |
7 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
7 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
7 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
7 |
| Harbor Investment Advisory, Llc |
7 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
7 |
| Thompson Davis & Co., Inc. |
7 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
7 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
| Jupiter Asset Management Ltd |
7 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
7 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
7 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
7 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
7 |
| Itau Unibanco Holding S.A. |
7 |
| Caitong International Asset Management Co., Ltd |
7 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
7 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
7 |
| Nuveen Multi-Asset Income Fund |
7 |
| Cornerstone Investment Partners, LLC |
7 |
| Police & Firemen's Retirement System of New Jersey |
7 |
| Wells Fargo Multi-sector Income Fund |
7 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
7 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
7 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
7 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
7 |
| Keeley-Teton Advisors, LLC |
7 |
| Barings Llc |
7 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
7 |
| Capital Advisors, Ltd. LLC |
7 |
| Mutual Of America Capital Management Llc |
7 |
| Klp Kapitalforvaltning As |
7 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - |
7 |
| FNY Managed Accounts LLC |
7 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
7 |
| Weiss Multi-Strategy Advisers LLC |
7 |
| Intrinsic Edge Capital Management LLC |
7 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
7 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| Shell Asset Management Co |
7 |
| Seven Eight Capital, Lp |
7 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
7 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
7 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
7 |
| OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
7 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
7 |
| Linden Advisors Lp |
7 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
7 |
| Coldstream Capital Management Inc |
7 |
| FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
7 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
7 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
7 |
| Bridgefront Capital, LLC |
7 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
7 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
7 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| Boston Advisors Llc |
7 |
| Xact Kapitalforvaltning AB |
7 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
7 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
7 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
7 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
7 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
7 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
7 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
| Municipal Employees' Retirement System of Michigan |
7 |
| Capula Management Ltd |
7 |
| OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
7 |
| AMP Capital Investors Ltd |
7 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
7 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
7 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
7 |
| Snowden Capital Advisors LLC |
7 |
| JJJ Advisors Inc. |
7 |
| Wedbush Securities Inc |
7 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
7 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
7 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
7 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
7 |
| Pictet Asset Management Holding SA |
7 |
| Raymond James Trust N.a. |
7 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
7 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
7 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
7 |
| Harel Insurance Investments & Financial Services Ltd. |
7 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
7 |
| IHT Wealth Management, LLC |
7 |
| Ground Swell Capital, LLC |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
7 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
7 |
| Hussman Strategic Advisors, Inc. |
7 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
7 |
| New York Life Investment Management Llc |
7 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
7 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
7 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
7 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
7 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
7 |
| Vident Investment Advisory, LLC |
7 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
7 |
| Ivy High Income Opportunities Fund |
7 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
7 |
| BNP Paribas Asset Management Holding S.A. |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
7 |
| Creative Financial Designs Inc /adv |
6 |
| Tyers Asset Management LLC |
6 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
6 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
6 |
| Glen Harbor Capital Management LLC |
6 |
| Corsair Capital Management, L.p. |
6 |
| Macroview Investment Management Llc |
6 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
6 |
| Belpointe Asset Management LLC |
6 |
| Oppenheimer Funds Inc |
6 |
| King Luther Capital Management Corp |
6 |
| Affinity Investment Advisors, Llc |
6 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
6 |
| Daiwa Securities Group Inc. |
6 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
6 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
6 |
| Independent Advisor Alliance |
6 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
| Maverick Capital Ltd |
6 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
| Baird Financial Group, Inc. |
6 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
| Karp Capital Management Corp |
6 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
6 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
6 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
6 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
6 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
6 |
| Cerity Partners LLC |
6 |
| Bartlett & Co. LLC |
6 |
| HSBC FUNDS - HSBC Strategic Income Fund Class A |
6 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
6 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
6 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
6 |
| Ascend Capital, Llc |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
6 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
6 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
6 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
6 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
6 |
| MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
6 |
| 1832 Asset Management L.P. |
6 |
| Elkfork Partners LLC |
6 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
6 |
| Jennison Associates Llc |
6 |
| Park West Asset Management LLC |
6 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
6 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
6 |
| Farmers & Merchants Investments Inc |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
6 |
| Wasatch Advisors Inc |
6 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
6 |
| Gemmer Asset Management LLC |
6 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
6 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
6 |
| Wells Fargo Utilities & High Income Fund |
6 |
| APG Asset Management N.V. |
6 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
6 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
6 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A |
6 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
6 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
6 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
6 |
| Asset Dedication, LLC |
6 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
6 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
6 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
6 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
6 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
6 |
| Bowling Portfolio Management LLC |
6 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
6 |
| Renaissance Group Llc |
6 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
6 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
6 |
| Highland Capital Management Fund Advisors, L.p. |
6 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
6 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
6 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
6 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
6 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
6 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
6 |
| Harbour Capital Advisors, LLC |
6 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
6 |
| Zweig-DiMenna Associates LLC |
6 |
| Intech Investment Management Llc |
6 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
6 |
| Vivaldi Asset Management, LLC |
6 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| SpiderRock Trading LLC |
6 |
| Societe Generale |
6 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
6 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
6 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
6 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
6 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
6 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
6 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
6 |
| T. Rowe Price Investment Management, Inc. |
6 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
| Kingsview Wealth Management, LLC |
6 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
6 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
6 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
6 |
| Hartford Series Fund Inc |
6 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
6 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
6 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
6 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
6 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
| Qs Batterymarch Financial Management, Inc |
6 |
| Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
6 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
6 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
6 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
6 |
| Financial Management Professionals, Inc. |
6 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
6 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
6 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
6 |
| Oberweis Asset Management Inc/ |
6 |
| Wexford Capital Lp |
6 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
6 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
6 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
| Jane Street Holding, LLC |
6 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
6 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
6 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
6 |
| Salem Investment Counselors Inc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
6 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
6 |
| DGS Capital Management, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
6 |
| Louisiana State Employees Retirement System |
6 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
6 |
| Advent Claymore Convertible Securities & Income Fund |
6 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
6 |
| Edgestream Partners, L.P. |
6 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
6 |
| Ieq Capital, Llc |
6 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
6 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
6 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
6 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
6 |
| Clinton Group Inc |
6 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
6 |
| OHIO NATIONAL FUND INC - ON Bond Portfolio |
6 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
6 |
| Zions Bancorporation |
6 |
| Rothschild Asset Management Inc |
6 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| Prestige Wealth Management Group LLC |
6 |
| Liberty Wealth Management Llc |
6 |
| Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
6 |
| Hantz Financial Services, Inc. |
6 |
| Harbor Capital Advisors, Inc. |
6 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
6 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
6 |
| Checchi Capital Advisers, LLC |
6 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
6 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
6 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
6 |
| First Manhattan Co |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| Brandywine Oak Private Wealth Llc |
6 |
| Brookstone Capital Management |
6 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
| Barnett & Company, Inc. |
6 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
6 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
6 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
6 |
| Element Capital Management Llc |
6 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
6 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
6 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
6 |
| PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
6 |
| Walthausen & Co., LLC |
6 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
6 |
| Gratia Capital, Llc |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| Freestone Grove Partners LP |
6 |
| Artisan Partners Limited Partnership |
6 |
| SG Capital Management LLC |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| United Capital Financial Advisers, Llc |
6 |
| Janney Capital Management LLC |
6 |
| Fortitude Advisory Group L.L.C. |
6 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
6 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
6 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
6 |
| Bank Of Nova Scotia |
6 |
| Capital Growth Management Lp |
6 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
6 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
6 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
6 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
6 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
6 |
| Hotchkis & Wiley Capital Management Llc |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
6 |
| MAI Capital Management |
6 |
| Rehmann Capital Advisory Group |
6 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
6 |
| Boston Private Wealth Llc |
6 |
| EAM Global Investors LLC |
6 |
| SJS Investment Consulting Inc. |
6 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
6 |
| Menta Capital Llc |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
6 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
6 |
| Riverhead Capital Management Llc |
6 |
| Stoneridge Investment Partners Llc |
6 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| JustInvest LLC |
6 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
6 |
| We Are One Seven, LLC |
6 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
6 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
6 |
| WealthCollab, LLC |
6 |
| Caas Capital Management Lp |
6 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
6 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
6 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
6 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
6 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
6 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
6 |
| EntryPoint Capital, LLC |
6 |
| Susquehanna Portfolio Strategies, LLC |
6 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| Wright Investors Service Inc |
6 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
6 |
| CenterBook Partners LP |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
| Delpha Capital Management, Llc |
6 |
| Mather Group, Llc. |
6 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
6 |
| Quest Partners LLC |
6 |
| ULTRA SERIES FUND - Diversified Income Fund Class I |
6 |
| Gradient Investments LLC |
6 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
6 |
| APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
6 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
6 |
| Centaurus Financial, Inc. |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
6 |
| Invictus RG Pte. Ltd. |
6 |
| Humankind Benefit Corp - Humankind US Stock ETF |
6 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
6 |
| Calamos Advisors LLC |
6 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
6 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
6 |
| Granahan Investment Management Inc/ma |
6 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
6 |
| PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
6 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
| Guardian Wealth Advisors, LLC |
6 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
6 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
6 |
| Yorktown Management & Research Co Inc |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
6 |
| FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
6 |
| Corton Capital Inc. |
6 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
6 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
6 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
6 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
6 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
6 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
6 |
| Gdl Fund |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
6 |
| International Assets Investment Management, Llc |
6 |
| WASHINGTON TRUST Co |
6 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
6 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
6 |
| Delaware Enhanced Global Dividend & Income Fund |
6 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
6 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
6 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
6 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| True Wealth Design, LLC |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| Inceptionr Llc |
6 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
6 |
| Axq Capital, Lp |
6 |
| Alpha DNA Investment Management LLC |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
6 |
| Prudential Short Duration High Yield Fund, Inc. |
6 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
6 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
6 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
6 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
6 |
| First Personal Financial Services |
6 |
| Pnc Funds |
6 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
6 |
| Dorsey Wright & Associates |
6 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
6 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
6 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
6 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
6 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
6 |
| Navellier & Associates Inc |
6 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
| PFFD - Global X Funds - Global X U.S. Preferred ETF |
6 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
| Fieldpoint Private Securities, LLC |
6 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
6 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
6 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
6 |
| AdvisorShares Investments LLC |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
6 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
6 |
| Vantage Consulting Group Inc |
6 |
| Parametrica Management Ltd |
6 |
| Manchester Capital Management LLC |
6 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
6 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
6 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
6 |
| Smithfield Trust Co |
6 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
| Advantage Investment Management, Llc |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
6 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
6 |
| Keybank National Association/oh |
6 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
6 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
6 |
| Aristides Capital LLC |
6 |
| Wells Fargo Global Dividend Opportunity Fund |
6 |
| Koshinski Asset Management, Inc. |
6 |
| Tfo-tdc, Llc |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| Yakira Capital Management, Inc. |
6 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
6 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
6 |
| Csenge Advisory Group |
6 |
| Rational Advisors Llc |
6 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
6 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
6 |
| Hm Payson & Co |
5 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
5 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
5 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
5 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
5 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
5 |
| WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
5 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
5 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| Mml Investors Services, Llc |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
5 |
| Santa Fe Partners LLC |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| Taconic Capital Advisors LP |
5 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
5 |
| Regions Financial Corp |
5 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
5 |
| Cantab Capital Partners LLP |
5 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
5 |
| Pacific Global Investment Management Co |
5 |
| Friess Associates Llc |
5 |
| Prudential Plc |
5 |
| MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I |
5 |
| LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
5 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
5 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
5 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
5 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
5 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
5 |
| SAC Capital Advisors LP |
5 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
5 |
| Profund Advisors Llc |
5 |
| Index Management Solutions, LLC |
5 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
5 |
| FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A |
5 |
| FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF |
5 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
5 |
| Caldwell Securities, Inc |
5 |
| TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
5 |
| FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
5 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
| IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
5 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
5 |
| Horizon Investments, LLC |
5 |
| Cable Hill Partners, LLC |
5 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
5 |
| Simon Quick Advisors, Llc |
5 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
5 |
| Heritage Wealth Advisors |
5 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
5 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
5 |
| FNY Partners Fund LP |
5 |
| Financial Architects, Inc |
5 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
5 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
5 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
5 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
5 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
5 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
5 |
| BW Gestao de Investimentos Ltda. |
5 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
5 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
5 |
| Lee Financial Co |
5 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
| Mark Sheptoff Financial Planning, Llc |
5 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
| General Motors Investment Management Corp |
5 |
| Cigna Investments Inc /new |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
5 |
| Donald Smith & Co., Inc. |
5 |
| Savior LLC |
5 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
5 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| PenderFund Capital Management Ltd. |
5 |
| MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
5 |
| Knights of Columbus Asset Advisors LLC |
5 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
5 |
| Calvert Investment Management, Inc. |
5 |
| Fiera Capital Corp |
5 |
| Bb&t Investment Services, Inc. |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
5 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
5 |
| Timber Hill LLC |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
5 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
5 |
| Carlson Capital L P |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
5 |
| Front Row Advisors LLC |
5 |
| Invesco Senior Loan Fund |
5 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
5 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
5 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
5 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| MRGR - PROSHARES TRUST - ProShares Merger ETF |
5 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
5 |
| Invesco Senior Income Trust |
5 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
5 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
5 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
5 |
| Franklin Universal Trust |
5 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
5 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
5 |
| Waratah Capital Advisors Ltd. |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
5 |
| Usaa Etf Trust |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
5 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
5 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
5 |
| Samalin Investment Counsel, LLC |
5 |
| Illinois Municipal Retirement Fund |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| Nuveen Preferred & Income Term Fund |
5 |
| Pinz Capital Management, LP |
5 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
| IBM Retirement Fund |
5 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
5 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
| Nuveen Preferred & Income Opportunities Fund |
5 |
| Colony Group Llc |
5 |
| Putnam Premier Income Trust |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| Ethic Inc. |
5 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
5 |
| Profunds - Profund Vp Oil & Gas |
5 |
| Meridian Wealth Partners, LLC |
5 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
5 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
5 |
| FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class |
5 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
5 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
5 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
| PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
5 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
| Ziegler Capital Management, LLC |
5 |
| Nuveen Multi-market Income Fund |
5 |
| GHP Investment Advisors, Inc. |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
5 |
| ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
5 |
| Commonwealth Equity Services, Inc |
5 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
5 |
| Emerald Mutual Fund Advisers Trust |
5 |
| Enterprise Financial Services Corp |
5 |
| Tocqueville Asset Management L.p. |
5 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
5 |
| ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
5 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
5 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
5 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
5 |
| AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
5 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
5 |
| AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
5 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
| First Trust High Yield Opportunities 2027 Term Fund |
5 |
| Kestra Advisory Services, LLC |
5 |
| Bluefin Capital Management, Llc |
5 |
| Advent Capital Management /de/ |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
5 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
5 |
| Wolff Wiese Magana Llc |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| Hemington Wealth Management |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| Maryland State Retirement & Pension System |
5 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
5 |
| Bck Capital Management Lp |
5 |
| Alpha Paradigm Partners, LLC |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| Inspire Advisors, LLC |
5 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
5 |
| World Asset Management Inc |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| EJF Capital LLC |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
| Spire Wealth Management |
5 |
| Money Concepts Capital Corp |
5 |
| JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
5 |
| Cornerstone Advisors, Inc. |
5 |
| FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
5 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
5 |
| Newbridge Financial Services Group, Inc. |
5 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
5 |
| Meritage Portfolio Management |
5 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
5 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
5 |
| Visium Asset Management, LP |
5 |
| Capital Performance Advisors Llp |
5 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
5 |
| Keeley Asset Management Corp |
5 |
| Bb&t Securities, Llc |
5 |
| Ameritas Advisory Services, LLC |
5 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
| Blackrock Master Llc |
5 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
5 |
| CoreCap Advisors, LLC |
5 |
| Boulder Hill Capital Management Lp |
5 |
| Red Tortoise LLC |
5 |
| Osterweis Capital Management Inc |
5 |
| CastleKnight Management LP |
5 |
| First Trust High Income Long/short Fund |
5 |
| Quent Capital, LLC |
5 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
5 |
| Breton Hill Capital Ltd. |
5 |
| WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
5 |
| First Trust Intermediate Duration Preferred & Income Fund |
5 |
| IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
5 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
5 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
5 |
| Vise Technologies, Inc. |
5 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
5 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
5 |
| Wells Fargo Income Opportunities Fund |
5 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
5 |
| Natixis |
5 |
| Stephens Consulting, LLC |
5 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
5 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
5 |
| Headlands Technologies LLC |
5 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
5 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
5 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
5 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
5 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| ORG Partners LLC |
5 |
| Putnam Master Intermediate Income Trust |
5 |
| Icon Advisers Inc/co |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
5 |
| UniSuper Management Pty Ltd |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| Seacrest Wealth Management, Llc |
5 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
5 |
| NorthCoast Asset Management LLC |
5 |
| Legacy Financial Advisors, Inc. |
5 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
5 |
| Eagle Asset Management Inc |
5 |
| Principal Securities, Inc. |
5 |
| Private Wealth Management Group, LLC |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| New Age Alpha Advisors, LLC |
5 |
| Larson Financial Group LLC |
5 |
| Pathstone Holdings, LLC |
5 |
| First Mercantile Trust Co |
5 |
| EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
5 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
5 |
| Cypress Capital Management LLC (WY) |
5 |
| Avestar Capital, LLC |
5 |
| Seelaus Asset Management LLC |
5 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
| State Of Michigan Retirement System |
5 |
| Global Financial Private Client, LLC |
5 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Highstreet Asset Management Inc. |
5 |
| Brinker Capital Investments, LLC |
5 |
| Sanctuary Advisors, LLC |
5 |
| TCW ETF Trust - TCW Flexible Income ETF |
5 |
| Krane Funds Advisors LLC |
5 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
5 |
| Blackrock Multi-sector Opportunities Trust |
5 |
| CX Institutional |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
5 |
| Erste Asset Management GmbH |
5 |
| Retirement Systems of Alabama |
5 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
5 |
| Pinnacle Holdings, LLC |
5 |
| Dean Capital Management |
5 |
| Old Mission Capital Llc |
5 |
| Sigma Planning Corp |
5 |
| Cary Street Partner Investment Advisory Llc |
5 |
| Pearl River Capital, LLC |
5 |
| Riverview Trust Co |
5 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
5 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
5 |
| PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y |
5 |
| Neo Ivy Capital Management |
5 |
| WPG Advisers, LLC |
5 |
| Fortem Financial Group, Llc |
5 |
| Earnest Partners Llc |
5 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
5 |
| Capstone Asset Management Co |
5 |
| Quest Capital Management Inc /adv |
5 |
| Basswood Capital Management, L.l.c. |
5 |
| Comerica Securities,inc. |
5 |
| Arden Trust Co |
5 |
| Campbell Multi-strategy Trust |
5 |
| Evoke Wealth, Llc |
5 |
| Personal Cfo Solutions, Llc |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
5 |
| Old National Bancorp /in/ |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
5 |
| Moors & Cabot, Inc. |
5 |
| Basso Capital Management, L.p. |
5 |
| William Blair Investment Management, Llc |
5 |
| Palisade Capital Management Llc/nj |
5 |
| New Amsterdam Partners Llc/ny |
5 |
| Vanguard Horizon Funds |
5 |
| Global X Management CO LLC |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
5 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
5 |
| Gargoyle Investment Advisor L.L.C. |
5 |
| UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
5 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
5 |
| MCF Advisors LLC |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
| Ssi Investment Management Llc |
5 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
5 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
5 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
5 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
5 |
| Skyline Asset Management Lp |
5 |
| JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
5 |
| Synovus Financial Corp |
5 |
| Burney Co/ |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| First Eagle Investment Management, LLC |
5 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
5 |
| Integrated Wealth Management |
5 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
5 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
5 |
| PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
5 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
5 |
| Cowen Group, Inc. |
5 |
| Usca Ria Llc |
5 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
5 |
| Crestline Management, LP |
5 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
5 |
| Quantitative Investment Management, LLC |
5 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
5 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
5 |
| Pine River Capital Management L.P. |
5 |
| Sunbelt Securities, Inc. |
5 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
5 |
| Echo Street Capital Management LLC |
5 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
5 |
| PointState Capital LP |
5 |
| Dean Investment Associates, Llc |
5 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
5 |
| Capital Analysts, Inc. |
5 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
5 |
| Wbi Investments, Inc. |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
5 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
5 |
| Dynamic Technology Lab Pte Ltd |
5 |
| Vanguard Whitehall Funds |
5 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
5 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
5 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
5 |
| JNBA Financial Advisors |
5 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
5 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
5 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
5 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
5 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
5 |
| FDx Advisors, Inc. |
5 |
| Smith Asset Management Group Lp |
5 |
| First Citizens Bank & Trust Co |
5 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
5 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
5 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
5 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
5 |
| Levin Capital Strategies, L.p. |
5 |
| Mint Tower Capital Management B.V. |
5 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
5 |
| Cadence Capital Management Llc |
5 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
5 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
5 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| Tradeworx Inc. |
5 |
| Washington Trust Bank |
5 |
| Beck Capital Management, Llc |
5 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
5 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
5 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
5 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| Segantii Capital Management Ltd |
5 |
| Brown Brothers Harriman & Co |
5 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
5 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
5 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
5 |
| PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
5 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| Turner Investments, L.p. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
5 |
| Cooper Creek Partners Management Llc |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
5 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
| First Allied Advisory Services, Inc. |
5 |
| SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
5 |
| Advisors Preferred, LLC |
5 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
5 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
5 |
| Gupta Wealth Management LLC |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
5 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
5 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
5 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
5 |
| BlueMar Capital Management, LLC |
5 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
5 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
5 |
| Cambria Investment Management, L.P. |
5 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
5 |
| SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
5 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
| Stone Ridge Asset Management LLC |
5 |
| Absolute Return Capital, LLC |
5 |
| Profunds - Profund Vp Small-cap Value |
5 |
| Clearbridge, Llc |
5 |
| Bailard, Inc. |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| Twin Tree Management, LP |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
5 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
5 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
5 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
5 |
| BNP Paribas Investment Partners S.A. |
4 |
| TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
4 |
| Aristeia Capital Llc |
4 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
4 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
4 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
4 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
4 |
| Vanguard Explorer Fund |
4 |
| EA Series Trust |
4 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
4 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
| Pacific Ridge Capital Partners, LLC |
4 |
| Focused Wealth Management, Inc |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Voya Senior Income Fund |
4 |
| VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF |
4 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
4 |
| Gts Securities Llc |
4 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
| Bluefin Trading, LLC |
4 |
| VTL Associates, LLC |
4 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
4 |
| ETRADE Capital Management LLC |
4 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
4 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
4 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
4 |
| Engine Capital Management, LP |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| Soros Fund Management Llc |
4 |
| Balentine LLC |
4 |
| Mangrove Partners |
4 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
4 |
| Century Capital Management, LLC |
4 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
4 |
| CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| Harvest Capital Strategies LLC |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| Gilder Gagnon Howe & Co Llc |
4 |
| UMA Financial Services, Inc. |
4 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
4 |
| Castleark Management Llc |
4 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
4 |
| Pacitti Group Inc. |
4 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
4 |
| Ing Groep Nv |
4 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
4 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| OneAscent Financial Services LLC |
4 |
| PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
4 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
4 |
| Buckhead Capital Management Llc |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Next Financial Holdings |
4 |
| Banque Cantonale Vaudoise |
4 |
| Nantahala Capital Management, LLC |
4 |
| Kore Private Wealth LLC |
4 |
| Nuveen Preferred & Income 2022 Term Fund |
4 |
| Executive Wealth Management, LLC |
4 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
4 |
| Nuveen Credit Strategies Income Fund |
4 |
| P Schoenfeld Asset Management Lp |
4 |
| Sageworth Trust Co of South Dakota |
4 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| Securian Asset Management, Inc |
4 |
| Clark Capital Management Group, Inc. |
4 |
| Quotient Investors, LLC |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| Caxton Associates Llp |
4 |
| HFM Investment Advisors, LLC |
4 |
| Hawkeye Capital Management, LLC |
4 |
| Nbc Securities, Inc. |
4 |
| Stamina Capital Management Lp |
4 |
| Alpha Windward Llc |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
4 |
| TCW ETF Trust - TCW Corporate Bond ETF |
4 |
| Sepio Capital, LP |
4 |
| GW&K Investment Management, LLC |
4 |
| Vident Advisory, LLC |
4 |
| TrinityPoint Wealth, LLC |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Nuveen Global High Income Fund |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
4 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
4 |
| PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
4 |
| Miracle Mile Advisors, LLC |
4 |
| PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
| Angeles Investment Advisors, LLC |
4 |
| Foundry Partners, LLC |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
4 |
| Peak6 Llc |
4 |
| Wealthfront Inc |
4 |
| Allred Capital Management, LLC |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| Mirabella Financial Services Llp |
4 |
| Jain Global LLC |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| Scoria Capital Partners LP |
4 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
4 |
| Marietta Investment Partners Llc |
4 |
| Baird Robert W & Co Inc /wi/ |
4 |
| Landsberg, Bennett, & Dubbaneh LLC |
4 |
| ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Janus Capital Management Llc |
4 |
| Rialto Wealth Management, LLC |
4 |
| CVA Family Office, LLC |
4 |
| Skaana Management L.P. |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| Gagnon Securities Llc |
4 |
| Anchor Investment Management, LLC |
4 |
| Wakefield Asset Management LLLP |
4 |
| Winch Advisory Services, LLC |
4 |
| RBF Capital, LLC |
4 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
4 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
4 |
| R Squared Ltd |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
4 |
| Equitable Holdings, Inc. |
4 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
4 |
| Truvestments Capital Llc |
4 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
| Sit Investment Associates Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
4 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
4 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
4 |
| Placemark Investments, Inc. |
4 |
| Nuveen Real Asset Income & Growth Fund |
4 |
| National Planning Corp |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
4 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
4 |
| Trustcore Financial Services, Llc |
4 |
| Crewe Advisors LLC |
4 |
| Allianzgi Diversified Income & Convertible Fund |
4 |
| GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF |
4 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
| Altshuler Shaham Ltd |
4 |
| Change Path, LLC |
4 |
| Zeke Capital Advisors, Llc |
4 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
| Sandy Spring Bank |
4 |
| Tarbox Family Office, Inc. |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| Uniplan Investment Counsel, Inc. |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
4 |
| Td Private Client Wealth Llc |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Bare Financial Services, Inc |
4 |
| Abound Wealth Management |
4 |
| FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
4 |
| Factorial Partners, Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
4 |
| Wellington Shields & Co., LLC |
4 |
| Hawk Ridge Capital Management Lp |
4 |
| Atlas Capital Advisors Llc |
4 |
| Bridgewater Associates, LP |
4 |
| Eudaimonia Partners, LLC |
4 |
| Virtus Global Dividend & Income Fund Inc. |
4 |
| First Midwest Bank Trust Division |
4 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
4 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| Allstate Corp |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| First Interstate Bank |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
4 |
| Matarin Capital Management, LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| EHP Funds Inc. |
4 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
| Sei Trust Co |
4 |
| Atalaya Capital Management LP |
4 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
4 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
4 |
| Pineridge Advisors LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Sound Income Strategies, LLC |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Emerald Advisers, Llc |
4 |
| Colony Group, LLC |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
4 |
| Shikiar Asset Management Inc |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| New England Securities Corp /MA/ |
4 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
4 |
| Shapiro Robert N |
4 |
| Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A |
4 |
| Kemnay Advisory Services Inc. |
4 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
4 |
| CIBC Asset Management Inc |
4 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
4 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
| Peregrine Capital Management Llc |
4 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
4 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
4 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
4 |
| Evercore Wealth Management, LLC |
4 |
| Sage Private Wealth Group, Llc |
4 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
| Etf Managers Group, Llc |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| NewSquare Capital LLC |
4 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
4 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
4 |
| Childress Capital Advisors, Llc |
4 |
| Ramsey Quantitative Systems |
4 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
4 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
4 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
4 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
4 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
4 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
4 |
| Private Wealth Partners, LLC |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
4 |
| Sandler Capital Management |
4 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
4 |
| Great Lakes Advisors, Llc |
4 |
| OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
4 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
4 |
| Everence Capital Management Inc |
4 |
| VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A |
4 |
| TRUE Private Wealth Advisors |
4 |
| FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
4 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| Coppell Advisory Solutions LLC |
4 |
| Nicholas Investment Partners, LP |
4 |
| JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
4 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
4 |
| WealthPLAN Partners, LLC |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
4 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
4 |
| RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
4 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
4 |
| Avantax Planning Partners, Inc. |
4 |
| FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
4 |
| MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
4 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
4 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
4 |
| AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| Perennial Advisors, LLC |
4 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
4 |
| Clough Global Dividend & Income Fund |
4 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
4 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
4 |
| Kanaly Trust Co |
4 |
| Bardin Hill Management Partners Lp |
4 |
| Seawolf Capital, LLC |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
4 |
| Sendero Wealth Management, LLC |
4 |
| JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
4 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
| Polianta Ltd |
4 |
| Thomas J. Herzfeld Advisors, Inc. |
4 |
| Integrated Core Strategies (us) Llc |
4 |
| Mason Street Advisors, Llc |
4 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| Americafirst Capital Management, Llc |
4 |
| Nfj Investment Group, Llc |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
| Rs Investment Trust |
4 |
| Chicago Capital Management, LLC |
4 |
| CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
4 |
| Continuum Advisory, LLC |
4 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
4 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
4 |
| Optiver Holding B.V. |
4 |
| Radcliffe Capital Management, L.P. |
4 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
4 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
4 |
| STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
4 |
| SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
4 |
| TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
4 |
| Frontier Wealth Management LLC |
4 |
| Royce Value Trust Inc |
4 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
| Bollard Group LLC |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| Periscope Capital Inc. |
4 |
| Brewin Dolphin Wealth Management Ltd |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| HSBC FUNDS - HSBC High Yield Fund Class A |
4 |
| Brewin Dolphin Ltd |
4 |
| Connacht Asset Management LP |
4 |
| KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
4 |
| Greenlight Capital Inc |
4 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
4 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
4 |
| WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
4 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
4 |
| WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES |
4 |
| Hilltop Holdings Inc. |
4 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
4 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
4 |
| Fondren Management LP |
4 |
| ACK Asset Management LLC |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
4 |
| RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
4 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
4 |
| Prescott Group Capital Management, L.l.c. |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| Optimum Investment Advisors |
4 |
| RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
4 |
| EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
| Tuttle Tactical Management LLC |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W |
4 |
| Apriem Advisors |
4 |
| EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
4 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
4 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
4 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
4 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
4 |
| BRYN MAWR TRUST Co |
4 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
4 |
| Hgk Asset Management Inc |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
4 |
| Meadow Creek Investment Management LLC |
4 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
4 |
| HBK Sorce Advisory LLC |
4 |
| Piermont Capital Management LLC |
4 |
| Beach Investment Counsel Inc/pa |
4 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
4 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| Ritholtz Wealth Management |
4 |
| WealthTrust-Arizona, LLC |
4 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
4 |
| FineMark National Bank & Trust |
4 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
4 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
4 |
| TIMOTHY PLAN - Timothy Strategic Variable |
4 |
| Sculptor Capital LP |
4 |
| Schonfeld Group Holdings LLC |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
4 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| EverPoint Asset Management, LLC |
4 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
4 |
| Aureus Asset Management, LLC |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| Capital Management Associates /ny/ |
4 |
| S. Muoio & Co. Llc |
4 |
| Capital Asset Advisory Services LLC |
4 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
| IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
4 |
| SpiderRock Advisors, LLC |
4 |
| Pentwater Capital Management LP |
4 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
4 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| Johnson Financial Group, Inc. |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
4 |
| Rotella Capital Management, Inc. |
4 |
| MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
4 |
| FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF |
4 |
| Greenland Capital Management LP |
4 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
4 |
| I.g. Investment Management, Ltd. |
4 |
| Kula Investments, LLC |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
4 |
| Heartland Advisors Inc |
4 |
| Greenleaf Trust |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
4 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| Lido Advisors, LLC |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| Mill Creek Capital Advisors, LLC |
4 |
| Atlantic Trust, LLC |
4 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
| CI Private Wealth, LLC |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
4 |
| Capital Guardian Trust Co |
4 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| BDO Wealth Advisors, LLC |
4 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
4 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
4 |
| FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| HGC Investment Management Inc. |
4 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
4 |
| Bramshill Investments, LLC |
4 |
| USVT - Ultimus Managers Trust - US VALUE ETF |
4 |
| Lafitte Capital Management LP |
4 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
4 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
4 |
| Capital Bank & Trust Co |
4 |
| Skylands Capital, LLC |
4 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| Resources Investment Advisors, LLC. |
4 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
| Bogart Wealth, LLC |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
4 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
4 |
| BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| Nuveen Variable Rate Preferred & Income Fund |
4 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
4 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
4 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
4 |
| Cambiar Investors Llc |
4 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
4 |
| Financial Counselors Inc |
4 |
| WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
4 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
4 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
4 |
| Kowal Investment Group, LLC |
4 |
| Tsfg, Llc |
4 |
| Capital One, National Association |
4 |
| EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A |
4 |
| Trellus Management Company, LLC |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
4 |
| CGMFX - CGM TRUST - CGM Focus Fund |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| Park Avenue Securities Llc |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
| JBF Capital, Inc. |
4 |
| CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
4 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
4 |
| Cerebellum GP, LLC |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| RMB Capital Management, LLC |
4 |
| Cribstone Capital Management, LLC |
4 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
4 |
| Mastrapasqua Asset Management Inc |
4 |
| Utah Retirement Systems |
4 |
| Essex Investment Management Co Llc |
4 |
| Gerstein Fisher |
4 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
4 |
| Tucker Asset Management Llc |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
4 |
| Bokf, Na |
4 |
| WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
4 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
4 |
| Venturi Wealth Management, LLC |
4 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
4 |
| Alpine Associates Management Inc. |
4 |
| Valley National Advisers Inc |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
4 |
| VCSMX - VALIC Co I - Small Cap Fund |
4 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
4 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
4 |
| TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
4 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
4 |
| Winfield Associates, Inc. |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| Artemis Investment Management LLP |
4 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
4 |
| ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class |
4 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
4 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
4 |
| EMC Capital Management |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| Fifth Lane Capital, Lp |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
4 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
4 |
| SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
4 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
4 |
| Scissortail Wealth Management, LLC |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Vigilant Capital Management, LLC |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| Governors Lane LP |
3 |
| Avenue Income Credit Strategies Fund |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
| Sagefield Capital LP |
3 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
| John Hancock Investors Trust |
3 |
| BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| Accel Wealth Management |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| Murchinson Ltd. |
3 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
3 |
| Icapital Wealth Llc |
3 |
| Trust For Advisor Solutions |
3 |
| IMA Wealth, Inc. |
3 |
| HB Wealth Management, LLC |
3 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
| Lisanti Capital Growth, LLC |
3 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
| Forum Financial Management, LP |
3 |
| C2C Wealth Management, LLC |
3 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
3 |
| Westpac Banking Corp |
3 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| Brahman Capital Corp. |
3 |
| ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares |
3 |
| Mizuho Securities Usa Llc |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
3 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
3 |
| Visionary Asset Management, Inc. |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
3 |
| CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
3 |
| Markel Corp |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
3 |
| BlackRock Capital Allocation Trust |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| Dividend Asset Capital, Llc |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
| Eagle Global Advisors Llc |
3 |
| Thompson Investment Management, Inc. |
3 |
| Founders Financial Alliance, LLC |
3 |
| Mfs Intermediate Income Trust |
3 |
| Tcwp Llc |
3 |
| Capital Financial Services, LLC |
3 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
| IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
3 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
| BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF |
3 |
| Triasima Portfolio Management inc. |
3 |
| KKR Credit Opportunities Portfolio |
3 |
| Baldwin Brothers Inc/ma |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| First Horizon Corp |
3 |
| Clough Global Opportunities Fund |
3 |
| Haber Trilix Advisors, Lp |
3 |
| Ativo Capital Management LLC |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| Quantedge Capital Pte Ltd |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
3 |
| American Funds Insurance Series |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
3 |
| ICA Group Wealth Management, LLC |
3 |
| FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
3 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
3 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
3 |
| Avalon Advisors, Llc |
3 |
| Troluce Capital Advisors LLC |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
3 |
| Farr Miller & Washington Llc/dc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| Athena Capital Advisors Llc |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| Western Asset Middle Market Debt Fund Inc. |
3 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| Quantum Capital Management |
3 |
| Fiduciary Alliance LLC |
3 |
| Credit Suisse High Yield Bond Fund |
3 |
| Winton Diversified Opportunities Fund |
3 |
| VitalStone Financial, LLC |
3 |
| HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| Mendota Financial Group, LLC |
3 |
| CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
3 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| Qsemble Capital Management, LP |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Insigneo Advisory Services, Llc |
3 |
| PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class |
3 |
| GLG Partners LP |
3 |
| PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares |
3 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
3 |
| Redwood Investments, LLC |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| Park Place Capital Corp |
3 |
| SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
| LGT Financial Advisors LLC |
3 |
| West Tower Group, LLC |
3 |
| Numerai GP LLC |
3 |
| Register Financial Advisors LLC |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Live Oak Investment Partners |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Covington Capital Management |
3 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
| Pioneer High Income Trust |
3 |
| CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| North Point Portfolio Managers Corp/oh |
3 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
3 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| Capital Impact Advisors, LLC |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| Horizon Investment Services, LLC |
3 |
| RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
3 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| NFC Investments, LLC |
3 |
| Oppenheimer Global Strategic Income Fund |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
3 |
| KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
| Barrett & Company, Inc. |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
3 |
| VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I |
3 |
| Insight Select Income Fund |
3 |
| KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
3 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
| TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
3 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
3 |
| Waddell & Reed Advisors Funds |
3 |
| Lonestar Capital Management LLC |
3 |
| QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
3 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Hl Financial Services Llc |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| Fidelity Multi-Strategy Credit Fund |
3 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
3 |
| Cushing Asset Management, Lp |
3 |
| HighVista Strategies LLC |
3 |
| Kempen Capital Management N.v. |
3 |
| Jacobs Asset Management, Llc |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
3 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| Lyrical Asset Management Lp |
3 |
| Underlying Funds Trust |
3 |
| Kestrel Investment Management Corp |
3 |
| MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF |
3 |
| Calton & Associates, Inc. |
3 |
| Nuveen High Income November 2021 Target Term Fund |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Oppenheimer Variable Account Funds |
3 |
| STXT - EA Series Trust - Strive Total Return Bond ETF |
3 |
| Kellner Capital, LLC |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Gryphon Financial Partners LLC |
3 |
| Bienville Capital Management, LLC |
3 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
3 |
| Sapient Capital Llc |
3 |
| Aubrey Capital Management Ltd |
3 |
| Monetary Management Group Inc |
3 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
| Eagle Growth & Income Opportunities Fund |
3 |
| Semanteon Capital Management, LP |
3 |
| Aviva Plc |
3 |
| Anchor Capital Advisors Llc |
3 |
| Harvest Management Llc |
3 |
| Northwest Financial Advisors |
3 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| Denver Investment Advisors Llc |
3 |
| Frazier Financial Advisors, LLC |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| ClearAlpha Technologies LP |
3 |
| ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
3 |
| Alphasimplex Group, Llc |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| MUFG Securities EMEA plc |
3 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
| SCP Investment, LP |
3 |
| Truewealth Llc |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Merit Financial Group, LLC |
3 |
| Scientech Research LLC |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| Griffin Institutional Access Credit Fund |
3 |
| Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
3 |
| Entropy Technologies, LP |
3 |
| Nuveen Credit Opportunities 2022 Target Term Fund |
3 |
| Athanor Capital, Lp |
3 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
3 |
| nVerses Capital, LLC |
3 |
| Azora Capital LP |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
| Hudock, Inc. |
3 |
| Financial Advocates Investment Management |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| Vanguard Capital Wealth Advisors |
3 |
| Intersect Capital LLC |
3 |
| MBEQX - M FUND INC - M International Equity Fund |
3 |
| Fort Baker Capital Management LP |
3 |
| Kapitalo Investimentos Ltda |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| Rsm Us Wealth Management Llc |
3 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
3 |
| Bluestein R H & Co |
3 |
| Spouting Rock Asset Management, LLC |
3 |
| One Wealth Advisors, LLC |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
3 |
| Virtue Capital Management, LLC |
3 |
| Swedbank AB |
3 |
| LRI Investments, LLC |
3 |
| CNB Bank |
3 |
| DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
3 |
| Scotia Capital Inc. |
3 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
3 |
| Trust Co Of Vermont |
3 |
| Veracity Capital LLC |
3 |
| Centerpoint Advisors, LLC |
3 |
| NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF |
3 |
| New Mexico Educational Retirement Board |
3 |
| OWSBX - OLD WESTBURY FUNDS INC - Old Westbury Short-Term Bond Fund |
3 |
| Varma Mutual Pension Insurance Co |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| WR Wealth Planners, LLC |
3 |
| Graypoint LLC |
3 |
| Castleview Partners, Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
| Winton Capital Management Ltd |
3 |
| Cromwell Holdings LLC |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| Ceredex Value Advisors LLC |
3 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| Kestra Investment Management, LLC |
3 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
| Hexavest Inc. |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| American Assets Investment Management, LLC |
3 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
| Nicola Wealth Management Ltd. |
3 |
| Highline Wealth Partners Llc |
3 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
3 |
| Litman Gregory Asset Management LLC |
3 |
| WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| Samlyn Capital, Llc |
3 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB |
3 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
| BCONX - Perpetual Americas Funds Trust - Barrow Hanley Credit Opportunities Fund Institutional Shares |
3 |
| Verus Capital Partners, Llc |
3 |
| Canton Hathaway, LLC |
3 |
| Ada Investment Management, LP |
3 |
| 1st Global Advisors, Inc. |
3 |
| Integral Derivatives, LLC |
3 |
| MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| American Research & Management Co. |
3 |
| Vectors Research Management, LLC |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
| Archer Investment Corp |
3 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
3 |
| Transcend Wealth Collective, Llc |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
3 |
| Kiker Wealth Management, LLC |
3 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| Bryce Point Capital, LLC |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Hayden Royal, Llc |
3 |
| Optimize Financial Inc |
3 |
| Transce3nd, LLC |
3 |
| Bayberry Capital Partners LP |
3 |
| Farringdon Capital, Ltd. |
3 |
| Lenox Wealth Management, Inc. |
3 |
| Cinctive Capital Management LP |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| Six Columns Capital, Lp |
3 |
| Wiley Bros.-aintree Capital, Llc |
3 |
| Capital World Investors |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| Arkadios Wealth Advisors |
3 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
3 |
| Laurel Wealth Advisors LLC |
3 |
| PharVision Advisers, LLC |
3 |
| Hohimer Wealth Management, Llc |
3 |
| Mpwm Advisory Solutions, Llc |
3 |
| Capital Research Global Investors |
3 |
| Community Capital Management, Inc. |
3 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| Omega Advisors Inc. |
3 |
| Delta Asset Management Llc/tn |
3 |
| PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
3 |
| Center for Financial Planning, Inc. |
3 |
| Arabesque Asset Management Ltd |
3 |
| RP Investment Advisors LP |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| No Street GP LP |
3 |
| Apollon Wealth Management, LLC |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Kilter Group LLC |
3 |
| Agf Investments Inc. |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| Avantax Advisory Services, Inc. |
3 |
| HHM Wealth Advisors, LLC |
3 |
| APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| Semmax Financial Advisors Inc. |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Binnacle Investments Inc |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Jade Capital Advisors, LLC |
3 |
| Advantage Alpha Capital Partners LP |
3 |
| IMS Capital Management |
3 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
3 |
| MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y |
3 |
| Harvest Investment Services, LLC |
3 |
| Black Diamond Financial, LLC |
3 |
| Americana Partners, LLC |
3 |
| Strategic Blueprint, LLC |
3 |
| Sage Rock Capital Management LP |
3 |
| American Financial Group Inc |
3 |
| Claro Advisors LLC |
3 |
| Ardsley Advisory Partners Lp |
3 |
| First Financial Corp /in/ |
3 |
| Human Investing LLC |
3 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
3 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| ID Management A/S |
3 |
| Glenmede Investment Management, LP |
3 |
| Telemus Capital, Llc |
3 |
| VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| Key FInancial Inc |
3 |
| Islay Capital Management, Llc |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
3 |
| Dakota Wealth Management |
3 |
| Shaolin Capital Management LLC |
3 |
| Golden State Wealth Management, LLC |
3 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| Baystate Wealth Management LLC |
3 |
| Edge Wealth Management LLC |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Wunderlich Securities, Inc. |
3 |
| Leap Investments Lp |
3 |
| Jump Trading, Llc |
3 |
| Forum Funds |
3 |
| Allianzgi Convertible & Income Fund |
3 |
| Carolina Wealth Advisors, LLC |
3 |
| Hollencrest Capital Management |
3 |
| Arden Investment Series Trust |
3 |
| Stonehage Fleming (uk) Ltd |
3 |
| Allianzgi Convertible & Income Fund Ii |
3 |
| Detwiler Fenton Investment Management LLC |
3 |
| Longfellow Investment Management Co Llc |
3 |
| Fulton Bank, N.a. |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Baker Avenue Asset Management, LP |
3 |
| Integrated Advisors Network LLC |
3 |
| Kassirer Asset Management Corp |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| SkyOak Wealth, LLC |
3 |
| Atticus Wealth Management, Llc |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
3 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
| PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
3 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| Voya Financial Advisors, Inc. |
3 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
| Cobalt Capital Management, Inc. |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Putnam High Income Securities Fund |
3 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
3 |
| Shannon River Fund Management LLC |
3 |
| ARGI Investment Services, LLC |
3 |
| DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
3 |
| Whitebox Advisors Llc |
3 |
| DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A |
3 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
3 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
3 |
| Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| Profunds - Profund Vp Small-cap Growth |
3 |
| ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A |
3 |
| Horizon Kinetics LLC |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
3 |
| Hartford Investment Management Co |
3 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
| NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
3 |
| Price Capital Management, Inc. |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| Foster & Motley Inc |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
3 |
| Origin Asset Management LLP |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| Channing Capital Management, LLC |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
3 |
| Folger Hill Asset Management LP |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio |
3 |
| HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class |
3 |
| SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
3 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
3 |
| Gladius Capital Management LP |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
3 |
| Cna Financial Corp |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
3 |
| Ibex Investors LLC |
3 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
3 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
| 683 Capital Management, LLC |
3 |
| TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
3 |
| Montag A & Associates Inc |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| Central Bank & Trust Co |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| Mosaic Family Wealth, LLC |
3 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
3 |
| Rainier Investment Management Mutual Funds |
3 |
| Northpointe Capital Llc |
3 |
| Columbia Partners L L C Investment Management |
3 |
| DC Investments Management, LLC |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Arlington Partners LLC |
3 |
| Intrust Bank Na |
3 |
| Adirondack Trust Co |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
3 |
| Todd Asset Management Llc |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
| LOMMX - CGM TRUST - CGM Mutual Fund |
3 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
3 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
3 |
| FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
3 |
| Sachem Head Capital Management LP |
3 |
| NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| Standard Life Aberdeen plc |
3 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
3 |
| WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
3 |
| WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
3 |
| Belvedere Trading LLC |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Elm Ridge Management, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
| PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
3 |
| Van Hulzen Asset Management, LLC |
3 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Edge Advisors, Llc |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
3 |
| BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
3 |
| Wetherby Asset Management Inc |
3 |
| SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
3 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
3 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
3 |
| Loews Corp |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| Ahrens Investment Partners LLC |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| Ropes Wealth Advisors Llc |
3 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
| Westfield Capital Management Co Lp |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
3 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
3 |
| Bfsg, Llc |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| GFS Advisors, LLC |
3 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
3 |
| Oakworth Capital, Inc. |
3 |
| Sterling Investment Advisors, Ltd. |
3 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
3 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| Westwood Holdings Group Inc |
3 |
| BTC Capital Management, Inc. |
3 |
| PCJ Investment Counsel Ltd. |
3 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
3 |
| Morse Asset Management, Inc |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
3 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
3 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
3 |
| Berkley W R Corp |
3 |
| Iridian Asset Management Llc/ct |
3 |
| Paradigm Asset Management Co Llc |
3 |
| Buckingham Capital Management Inc |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| Anson Funds Management LP |
3 |
| FJ Capital Management LLC |
3 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
3 |
| K.J. Harrison & Partners Inc |
3 |
| FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
3 |
| MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
3 |
| Oasis Management Co Ltd. |
3 |
| Bell Bank |
3 |
| Deltec Asset Management Llc |
3 |
| Hennessy Advisors Inc |
3 |
| Lapides Asset Management, LLC |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
| Clark Estates Inc/ny |
3 |
| Connable Office Inc |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
3 |
| Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
3 |
| 1492 Capital Management LLC |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
3 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES |
3 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
3 |
| Richard Bernstein Advisors LLC |
3 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
3 |
| Geneva Advisors, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
3 |
| Context Capital Management, LLC |
3 |
| Oak Associates Ltd /oh/ |
3 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
3 |
| Highland Capital Management, Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
| Motco |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
| Shepherd Kaplan Krochuk, Llc |
3 |
| Western Standard LLC |
3 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Fernwood Investment Management, LLC |
3 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
3 |
| Summit Partners Public Asset Management, Llc |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
| WESPAC Advisors, LLC |
3 |
| Highland Capital Management Lp |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| Copeland Capital Management, LLC |
3 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| Boston Private Bank & Trust Co |
3 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
| VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
3 |
| VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
3 |
| Mv Capital Management, Inc. |
3 |
| Brinker Capital Inc |
3 |
| Advisory Alpha, LLC |
3 |
| Teton Advisors, Inc. |
3 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| Parkwood LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
3 |
| Kettle Hill Capital Management, Llc |
3 |
| Coatue Management Llc |
3 |
| Chartwell Investment Partners, Llc |
3 |
| HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A |
3 |
| First Capital Advisors Group, LLC. |
3 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
3 |
| Glenview Trust Co |
3 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
3 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
| Columbia Wanger Asset Management Llc |
3 |
| Cornerstone Advisory, LLC |
3 |
| RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
3 |
| GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
3 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
3 |
| FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares |
3 |
| FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares |
3 |
| Equitec Specialists, Llc |
3 |
| Hillcrest Asset Management LLC |
3 |
| Millburn Ridgefield Corp |
3 |
| Garrison Bradford & Associates Inc |
3 |
| Bourgeon Capital Management Llc |
3 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
3 |
| AGF Investments LLC |
3 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
3 |
| Calamos Wealth Management LLC |
3 |
| RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
3 |
| RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
3 |
| Shellback Capital, LP |
3 |
| Kalos Management, Inc. |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| Private Ocean, LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| Pitcairn Co |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
| Havner Ronald L Jr |
3 |
| South Dakota Investment Council |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| Granite Investment Partners, LLC |
3 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
| StoneX Group Inc. |
3 |
| Goodnow Investment Group, Llc |
3 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
| Jacobi Capital Management LLC |
3 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
3 |
| Elite Wealth Management, Inc. |
3 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| Penn Capital Management Co Inc |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| Exane Derivatives |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
| Formula Growth Ltd |
3 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
3 |
| Delphi Management Inc /ma/ |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
3 |
| ZPR Investment Management |
3 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
3 |
| Steamboat Capital Partners, LLC |
3 |
| J.Safra Asset Management Corp |
3 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
3 |
| TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class |
3 |
| Aurora Investment Counsel |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| Balter Liquid Alternatives, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class |
3 |
| FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund |
3 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
3 |
| PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| Ratan Capital Management LP |
3 |
| Concourse Capital Management, LLC |
3 |
| FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
3 |
| Millrace Asset Group, Inc. |
3 |
| PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
3 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
| Euclidean Technologies Management, LLC |
3 |
| Catapult Capital Management Llc |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| Jump Trading, LLC |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| Phocas Financial Corp. |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| Sumit Capital, Llc |
3 |
| LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class |
3 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
3 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
3 |
| Verity Asset Management, Inc. |
3 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF |
3 |
| Rafferty Asset Management, LLC |
3 |
| Sheets Smith Wealth Management |
3 |
| Southport Management, L.l.c. |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| Waddell & Reed Financial Inc |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
3 |
| Perigon Wealth Management, LLC |
3 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
| Eventide Asset Management, Llc |
3 |
| RPg Family Wealth Advisory, LLC |
3 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
| Integrated Investment Consultants, LLC |
3 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
3 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
3 |
| DRW Securities, LLC |
3 |
| IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N |
3 |
| Southeast Asset Advisors Inc. |
3 |
| Deimos Asset Management LLC |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| Dorsey & Whitney Trust CO LLC |
3 |
| Tcw Group Inc |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
3 |
| Advance Capital I Inc |
3 |
| NatWest Group plc |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
3 |
| Twin Focus Capital Partners, Llc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
| Systematic Alpha Investments, LLC |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| BBH Trust - BBH Partner Fund - Select Short Term Assets |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Advisors Capital Management, LLC |
3 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
3 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| PGIM Short Duration High Yield Opportunities Fund |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| Credit Suisse Asset Management Income Fund Inc |
3 |
| Westchester Capital Management, LLC |
3 |
| Heritage Wealth Management, Llc |
3 |
| Tortoise Investment Management, LLC |
3 |
| Dynamic Capital Management Ltd |
3 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
| Special Opportunities Fund, Inc. |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
3 |
| SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
3 |
| Eagle Bay Advisors LLC |
3 |
| IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I |
3 |
| Delos Wealth Advisors, LLC |
3 |
| Retirement Group, LLC |
3 |
| SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
| Accurate Wealth Management, LLC |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| Nuveen Core Plus Impact Fund |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| Guggenheim Taxable Municipal Managed Duration Trust |
3 |
| Commerce Bank |
3 |
| Standard Family Office LLC |
3 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Ghisallo Capital Management LLC |
3 |
| WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
3 |
| Delaware Investments Dividend & Income Fund, Inc |
3 |
| CoreFirst Bank & Trust |
3 |
| Chase Investment Counsel Corp |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| General Electric Co |
3 |
| WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
3 |
| Thornburg Investment Management Inc |
3 |
| Virtus Global Multi-sector Income Fund |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
3 |
| Vontobel Holding Ltd. |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Vahanian & Associates Financial Planning Inc. |
3 |
| Veriti Management LLC |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
3 |
| Luminus Management Llc |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| Congress Wealth Management LLC / DE / |
3 |
