| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
32 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
24 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
22 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
22 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
22 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
22 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
21 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
20 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
20 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
18 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
18 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
18 |
| Pacer Advisors, Inc. |
18 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
18 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
18 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
18 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
17 |
| BlackRock, Inc. |
17 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
17 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
17 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
17 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
17 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
17 |
| Wells Fargo & Company/mn |
16 |
| Citadel Advisors Llc |
16 |
| Bank Of Montreal /can/ |
16 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
16 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
16 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
16 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
16 |
| Susquehanna International Group, Llp |
16 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
16 |
| Morgan Stanley |
16 |
| Bank Of America Corp /de/ |
16 |
| Barclays Plc |
16 |
| Fmr Llc |
16 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
16 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
15 |
| Bnp Paribas Arbitrage, Sa |
15 |
| Jpmorgan Chase & Co |
15 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
15 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
15 |
| Jane Street Group, Llc |
15 |
| State Board Of Administration Of Florida Retirement System |
15 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
15 |
| Northern Trust Corp |
15 |
| SG Americas Securities, LLC |
15 |
| Credit Suisse Ag/ |
15 |
| First Trust Advisors Lp |
15 |
| Goldman Sachs Group Inc |
15 |
| Fifth Third Bancorp |
15 |
| First Horizon Advisors, Inc. |
15 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
15 |
| UBS Group AG |
15 |
| Manufacturers Life Insurance Company, The |
15 |
| Parallax Volatility Advisers, L.P. |
15 |
| Pnc Financial Services Group, Inc. |
15 |
| Royal Bank Of Canada |
15 |
| Two Sigma Investments, Lp |
15 |
| Bank of New York Mellon Corp |
15 |
| Rhumbline Advisers |
15 |
| Citigroup Inc |
15 |
| Balyasny Asset Management Llc |
15 |
| HighTower Advisors, LLC |
14 |
| Los Angeles Capital Management Llc |
14 |
| Group One Trading, L.p. |
14 |
| California State Teachers Retirement System |
14 |
| Allianz Asset Management GmbH |
14 |
| Virtu Financial LLC |
14 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
14 |
| Northwestern Mutual Wealth Management Co |
14 |
| Two Sigma Advisers, Lp |
14 |
| Two Sigma Securities, Llc |
14 |
| Norges Bank |
14 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
14 |
| Geode Capital Management, Llc |
14 |
| Advisory Services Network, LLC |
14 |
| Fuller & Thaler Asset Management, Inc. |
14 |
| LPL Financial LLC |
14 |
| Vanguard Group Inc |
14 |
| Millennium Management Llc |
14 |
| Dimensional Fund Advisors Lp |
14 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
14 |
| Prudential Financial Inc |
14 |
| Arrowstreet Capital, Limited Partnership |
14 |
| Alliancebernstein L.p. |
14 |
| Ubs Ag |
14 |
| IFP Advisors, Inc |
14 |
| Comerica Bank |
14 |
| Ameriprise Financial Inc |
14 |
| Ladenburg Thalmann Financial Services Inc |
14 |
| California Public Employees Retirement System |
14 |
| Deutsche Bank Ag\ |
14 |
| Federated Hermes, Inc. |
14 |
| Invesco Ltd. |
14 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
14 |
| Simplex Trading, Llc |
14 |
| Nomura Holdings Inc |
14 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
14 |
| American International Group, Inc. |
14 |
| Stifel Financial Corp |
14 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
14 |
| Charles Schwab Investment Management Inc |
14 |
| Proequities, Inc. |
14 |
| Victory Capital Management Inc |
14 |
| Legal & General Group Plc |
14 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
14 |
| Voya Investment Management Llc |
14 |
| State Street Corp |
14 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
14 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
14 |
| Lazard Asset Management Llc |
14 |
| Guggenheim Capital Llc |
14 |
| Metropolitan Life Insurance Co/ny |
14 |
| Sei Investments Co |
14 |
| Huntington National Bank |
14 |
| Aqr Capital Management Llc |
14 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
14 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
14 |
| Ubs Asset Management Americas Inc |
13 |
| Vident Investment Advisory, LLC |
13 |
| Cwm, Llc |
13 |
| EverSource Wealth Advisors, LLC |
13 |
| Prelude Capital Management, Llc |
13 |
| D. E. Shaw & Co., Inc. |
13 |
| BlackRock Advisors LLC |
13 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
13 |
| Russell Investments Group, Ltd. |
13 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
13 |
| Principal Financial Group Inc |
13 |
| Oxford Asset Management Llp |
13 |
| Nationwide Fund Advisors |
13 |
| Toronto Dominion Bank |
13 |
| Stone Ridge Asset Management LLC |
13 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
13 |
| Tower Research Capital LLC (TRC) |
13 |
| Squarepoint Ops LLC |
13 |
| First Mercantile Trust Co |
13 |
| Trexquant Investment LP |
13 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
13 |
| Parametric Portfolio Associates Llc |
13 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
13 |
| Creative Planning |
13 |
| Zacks Investment Management |
13 |
| Russell Frank Co/ |
13 |
| Steward Partners Investment Advisory, Llc |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
13 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
13 |
| Cubist Systematic Strategies, LLC |
13 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
13 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
13 |
| Teacher Retirement System Of Texas |
13 |
| Sterling Capital Management LLC |
13 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
13 |
| Wolverine Trading, Llc |
13 |
| Strs Ohio |
13 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
13 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
13 |
| Verition Fund Management LLC |
13 |
| Marshall Wace North America L.P. |
13 |
| Mackenzie Financial Corp |
13 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
13 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
13 |
| Envestnet Asset Management Inc |
13 |
| RidgeWorth Capital Management LLC |
13 |
| Walleye Capital LLC |
13 |
| Principal Funds Inc |
13 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
13 |
| Macquarie Group Ltd |
13 |
| Capstone Investment Advisors, Llc |
13 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
13 |
| Point72 Asset Management, L.P. |
13 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
13 |
| Cutler Group LP |
13 |
| Price T Rowe Associates Inc /md/ |
13 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
13 |
| Walleye Trading LLC |
13 |
| Axa S.a. |
13 |
| Versant Capital Management, Inc |
13 |
| Stratos Wealth Partners, LTD. |
13 |
| ProShare Advisors LLC |
13 |
| Great West Life Assurance Co /can/ |
13 |
| Janney Montgomery Scott LLC |
13 |
| American Century Companies Inc |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
13 |
| Hudson Bay Capital Management LP |
13 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
13 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
13 |
| KBC Group NV |
13 |
| Captrust Financial Advisors |
13 |
| Dynamic Technology Lab Private Ltd |
13 |
| MetLife Investment Management, LLC |
13 |
| Acadian Asset Management Llc |
13 |
| BlackRock Group LTD |
13 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
13 |
| New York State Teachers Retirement System |
13 |
| Ameritas Investment Partners, Inc. |
13 |
| New York State Common Retirement Fund |
13 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
13 |
| Mirae Asset Global Investments Co., Ltd. |
13 |
| Teachers Advisors, Llc |
13 |
| Panagora Asset Management Inc |
13 |
| Public Sector Pension Investment Board |
13 |
| Qube Research & Technologies Ltd |
13 |
| MUFG Americas Holdings Corp |
12 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
12 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
12 |
| BlackRock Fund Advisors |
12 |
| NEXT Financial Group, Inc |
12 |
| BlackRock Investment Management, LLC |
12 |
| Public Employees Retirement Association Of Colorado |
12 |
| PDT Partners, LLC |
12 |
| Acrospire Investment Management LLC |
12 |
| Hsbc Holdings Plc |
12 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
12 |
| Susquehanna Fundamental Investments, Llc |
12 |
| Gsa Capital Partners Llp |
12 |
| Ground Swell Capital, LLC |
12 |
| Numeric Investors Llc |
12 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
12 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
12 |
| Centiva Capital, LP |
12 |
| Martingale Asset Management L P |
12 |
| Bayesian Capital Management, LP |
12 |
| Municipal Employees' Retirement System of Michigan |
12 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
12 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
12 |
| Thrivent Financial For Lutherans |
12 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
12 |
| Vanguard World Fund |
12 |
| Wellington Management Group Llp |
12 |
| Campbell & CO Investment Adviser LLC |
12 |
| Kcg Holdings, Inc. |
12 |
| Renaissance Technologies Llc |
12 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
12 |
| ClariVest Asset Management LLC |
12 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
12 |
| Swiss National Bank |
12 |
| Mutual Of America Capital Management Llc |
12 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
12 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
12 |
| BlackRock Institutional Trust Company, N.A. |
12 |
| Janus Henderson Group Plc |
12 |
| Jefferies Group LLC |
12 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
12 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
12 |
| Airain ltd |
12 |
| Nisa Investment Advisors, Llc |
12 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
12 |
| HAP Trading, LLC |
12 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
12 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
12 |
| MetLife Securities, Inc |
12 |
| Lombard Odier Asset Management (USA) Corp |
12 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
12 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
12 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
12 |
| Meeder Asset Management Inc |
12 |
| Credit Agricole S A |
12 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
12 |
| Us Bancorp \de\ |
12 |
| Glenmede Trust Co Na |
12 |
| Winton Capital Group Ltd |
12 |
| Shell Asset Management Co |
12 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
12 |
| Allspring Global Investments Holdings, LLC |
12 |
| Tyvor Capital LLC |
12 |
| Wolverine Asset Management Llc |
12 |
| Hrt Financial Lp |
12 |
| LS Investment Advisors, LLC |
12 |
| Landscape Capital Management, L.l.c. |
12 |
| Gotham Asset Management, LLC |
12 |
| Aperio Group, LLC |
12 |
| Bessemer Group Inc |
12 |
| Lsv Asset Management |
12 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
12 |
| State of Alaska, Department of Revenue |
12 |
| State of Wyoming |
12 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
12 |
| Covestor Ltd |
12 |
| Laurion Capital Management LP |
12 |
| Amalgamated Bank |
12 |
| Teachers Retirement System Of The State Of Kentucky |
12 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
12 |
| Highbridge Capital Management Llc |
12 |
| Ellington Management Group Llc |
12 |
| QS Investors, LLC |
12 |
| Paloma Partners Management Co |
12 |
| Bridgeway Capital Management Inc |
12 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
12 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
12 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
12 |
| Quarry LP |
12 |
| Algert Global Llc |
12 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
12 |
| PEAK6 Investments LLC |
12 |
| Marshall Wace, Llp |
12 |
| Nuveen Asset Management, LLC |
12 |
| Hutchin Hill Capital, LP |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
12 |
| A.R.T. Advisors, LLC |
12 |
| BlueCrest Capital Management Ltd |
12 |
| Tiaa Cref Investment Management Llc |
12 |
| GWM Advisors LLC |
12 |
| Jump Financial, LLC |
12 |
| Manchester Capital Management LLC |
12 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
12 |
| Man Group plc |
12 |
| Quadrant Capital Group Llc |
12 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
| Petrus Trust Company, LTA |
12 |
| Public Employees Retirement System Of Ohio |
12 |
| Parallel Advisors, LLC |
12 |
| Quantitative Systematic Strategies LLC |
12 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
| Profund Advisors Llc |
12 |
| Royce & Associates Lp |
12 |
| Advisor Group Holdings, Inc. |
12 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
12 |
| Canada Pension Plan Investment Board |
12 |
| XTX Topco Ltd |
11 |
| Caxton Associates Lp |
11 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
11 |
| Dupont Capital Management Corp |
11 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
11 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
11 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
11 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
11 |
| Ergoteles LLC |
11 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
11 |
| Stevens Capital Management Lp |
11 |
| Texas Permanent School Fund |
11 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
| Globeflex Capital L P |
11 |
| Baird Financial Group, Inc. |
11 |
| Asset Management One Co., Ltd. |
11 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
11 |
| Alpine Global Management, LLC |
11 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
11 |
| Farther Finance Advisors, LLC |
11 |
| Quadrature Capital Ltd |
11 |
| Allworth Financial LP |
11 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
11 |
| Gemmer Asset Management LLC |
11 |
| Wealthspire Advisors, L.P. |
11 |
| VTL Associates, LLC |
11 |
| SAC Capital Advisors LP |
11 |
| Point72 Hong Kong Ltd |
11 |
| Point72 Asia (Singapore) Pte. Ltd. |
11 |
| Index Management Solutions, LLC |
11 |
| TCI Wealth Advisors, Inc. |
11 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
11 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
11 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
11 |
| United Services Automobile Association |
11 |
| Tudor Investment Corp Et Al |
11 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
11 |
| Managed Account Advisors Llc |
11 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
11 |
| Arizona State Retirement System |
11 |
| Ellevest, Inc. |
11 |
| Baker Avenue Asset Management, LP |
11 |
| Cable Hill Partners, LLC |
11 |
| Schonfeld Strategic Advisors LLC |
11 |
| Advisor Group, Inc. |
11 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
| Exchange Traded Concepts, Llc |
11 |
| Franklin Resources Inc |
11 |
| Kennedy Capital Management, Inc. |
11 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
| Coatue Management Llc |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| Deere & Co |
11 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
11 |
| Weiss Multi-Strategy Advisers LLC |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
11 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
11 |
| Lindbrook Capital, Llc |
11 |
| WFG Advisors, LP |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| Brandywine Global Investment Management, LLC |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
11 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
11 |
| Jacobs Levy Equity Management, Inc |
11 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
11 |
| Signaturefd, Llc |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| Hancock Whitney Corp |
11 |
| Interval Partners, LP |
11 |
| Cetera Investment Advisers |
11 |
| Teza Capital Management LLC |
11 |
| Element Capital Management Llc |
11 |
| Connor, Clark & Lunn Investment Management Ltd. |
11 |
| Rafferty Asset Management, LLC |
11 |
| Capital Advisors, Ltd. LLC |
11 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
| Empowered Funds, LLC |
11 |
| Ameritas Investment Corp |
11 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
11 |
| College Retirement Equities Fund |
11 |
| Tiaa-cref Funds |
11 |
| Hanseatic Management Services Inc |
11 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
11 |
| Boston Partners |
11 |
| Sutton Wealth Advisors Inc. |
11 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
11 |
| Federation des caisses Desjardins du Quebec |
11 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
11 |
| Boothbay Fund Management, Llc |
11 |
| Caption Management, LLC |
11 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
11 |
| Parkside Financial Bank & Trust |
11 |
| Oppenheimer & Co Inc |
11 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
11 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
11 |
| Cornerstone Capital Management Holdings Llc. |
11 |
| Investors Research Corp |
11 |
| Menta Capital Llc |
11 |
| Engineers Gate Manager LP |
11 |
| Employees Retirement System of Texas |
11 |
| Point72 (DIFC) Ltd |
11 |
| Alberta Investment Management Corp |
11 |
| Hbk Investments L P |
11 |
| Loomis Sayles & Co L P |
11 |
| Magnetar Financial LLC |
11 |
| Cibc World Markets Corp |
11 |
| Scopus Asset Management, L.p. |
11 |
| Ubs Oconnor Llc |
11 |
| PineBridge Investments, L.P. |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
11 |
| State of Tennessee, Treasury Department |
11 |
| CIBC Private Wealth Group, LLC |
11 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
11 |
| Mason Street Advisors, Llc |
11 |
| Sunbelt Securities, Inc. |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
11 |
| Aquatic Capital Management LLC |
11 |
| ExodusPoint Capital Management, LP |
11 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
11 |
| Sonora Investment Management, LLC |
11 |
| Smithfield Trust Co |
11 |
| PEAK6 Investments, L.P. |
11 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
11 |
| State Of Wisconsin Investment Board |
11 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
11 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
11 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
11 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
11 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
11 |
| Aigen Investment Management, Lp |
11 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
11 |
| SBI Securities Co., Ltd. |
11 |
| Alps Advisors Inc |
11 |
| Crossmark Global Holdings, Inc. |
11 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
11 |
| D.a. Davidson & Co. |
11 |
| Harbour Investments, Inc. |
11 |
| Orion Portfolio Solutions, LLC |
11 |
| Shay Capital LLC |
11 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
| Louisiana State Employees Retirement System |
11 |
| Quantbot Technologies LP |
11 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
11 |
| Eaton Vance Management |
11 |
| Virginia Retirement Systems Et Al |
11 |
| Barings Llc |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
11 |
| Gradient Investments LLC |
11 |
| Occudo Quantitative Strategies Lp |
11 |
| Cambridge Investment Research Advisors, Inc. |
11 |
| Private Advisor Group, LLC |
11 |
| Driehaus Capital Management Llc |
11 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
11 |
| BlackRock Japan Co. Ltd |
11 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
11 |
| FNY Managed Accounts LLC |
11 |
| National Asset Management, Inc. |
11 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
11 |
| Raymond James & Associates |
11 |
| Y-Intercept (Hong Kong) Ltd |
11 |
| Putnam Investments Llc |
11 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
10 |
| Larson Financial Group LLC |
10 |
| North Fourth Asset Management, LP |
10 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
10 |
| Eagle Asset Management Inc |
10 |
| Td Asset Management Inc |
10 |
| Commerzbank Aktiengesellschaft /fi |
10 |
| Capstone Asset Management Co |
10 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
10 |
| Commonwealth Equity Services, Inc |
10 |
| Bailard, Inc. |
10 |
| Bryn Mawr Capital Management Inc |
10 |
| Fox Run Management, L.l.c. |
10 |
| Caitong International Asset Management Co., Ltd |
10 |
| RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares |
10 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
10 |
| Waddell & Reed Financial Inc |
10 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
10 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
10 |
| Intech Investment Management Llc |
10 |
| Rydex Etf Trust |
10 |
| Ronald Blue Trust, Inc. |
10 |
| Weld Capital Management Llc |
10 |
| AHL Partners LLP |
10 |
| Peak6 Llc |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| Piedmont Investment Advisors Llc |
10 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
10 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
10 |
| XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF |
10 |
| Advisors Asset Management, Inc. |
10 |
| Vantage Consulting Group Inc |
10 |
| Point72 Middle East FZE |
10 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
10 |
| Graham Capital Management, L.P. |
10 |
| Schroder Investment Management Group |
10 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
10 |
| Quinn Opportunity Partners LLC |
10 |
| State of New Jersey Common Pension Fund D |
10 |
| Carroll Financial Associates, Inc. |
10 |
| Fortitude Family Office, LLC |
10 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
| Pathstone Family Office, Llc |
10 |
| Picton Mahoney Asset Management |
10 |
| Police & Firemen's Retirement System of New Jersey |
10 |
| Rockefeller Capital Management L.P. |
10 |
| Sowell Financial Services LLC |
10 |
| Amalgamated Financial Corp. |
10 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
| Natixis |
10 |
| EAM Investors, LLC |
10 |
| Jones Financial Companies Lllp |
10 |
| APG Asset Management N.V. |
10 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
10 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
10 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
10 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
10 |
| Amundi |
10 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
10 |
| Emerald Acquisition Ltd. |
10 |
| Mackay Shields Llc |
10 |
| Ontario Teachers Pension Plan Board |
10 |
| J. Goldman & Co LP |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
10 |
| Principal Securities, Inc. |
10 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
10 |
| OMERS ADMINISTRATION Corp |
10 |
| Truist Financial Corp |
10 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
10 |
| True Wealth Design, LLC |
10 |
| Keybank National Association/oh |
10 |
| Raymond James Financial Services Advisors, Inc. |
10 |
| Neuberger Berman Group LLC |
10 |
| Corebridge Financial, Inc. |
10 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
10 |
| Cornercap Investment Counsel Inc |
10 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
10 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
10 |
| CenterBook Partners LP |
10 |
| Vanguard Whitehall Funds |
10 |
| Macroview Investment Management Llc |
10 |
| CoreCap Advisors, LLC |
10 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
10 |
| Lucus Advisors Llc |
10 |
| Placemark Investments, Inc. |
10 |
| Quest Partners LLC |
10 |
| Atom Investors LP |
10 |
| Yousif Capital Management, Llc |
10 |
| Capital Performance Advisors Llp |
10 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
| Sciencast Management LP |
10 |
| Quantitative Investment Management, LLC |
10 |
| Blair William & Co/il |
10 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
10 |
| Massmutual Trust Co Fsb/adv |
10 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
10 |
| Nuveen, LLC |
10 |
| Assetmark, Inc |
10 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
10 |
| CenterStar Fund, LLC |
10 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| Raymond James Financial Inc |
10 |
| Chicago Equity Partners Llc |
10 |
| IMC-Chicago, LLC |
10 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
10 |
| SECOR Capital Advisors, LP |
10 |
| Voloridge Investment Management, Llc |
10 |
| Plante Moran Financial Advisors, LLC |
10 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
10 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
10 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
10 |
| Dark Forest Capital Management Lp |
10 |
| Farmers & Merchants Investments Inc |
10 |
| Jefferies Financial Group Inc. |
10 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
10 |
| Clear Street Markets Llc |
10 |
| Natixis Advisors, L.p. |
10 |
| Counterpoint Mutual Funds LLC |
10 |
| State Farm Mutual Fund Trust |
10 |
| Rothschild Investment Llc |
10 |
| First New York Securities Llc /ny |
10 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
10 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
10 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
10 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
10 |
| First Citizens Bank & Trust Co |
10 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
10 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
10 |
| Visium Asset Management, LP |
10 |
| Oppenheimer Funds Inc |
10 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
10 |
| Geneos Wealth Management Inc. |
10 |
| Nomura Asset Management Co Ltd |
10 |
| State Farm Variable Product Trust |
10 |
| FORA Capital, LLC |
10 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
10 |
| Timber Hill LLC |
10 |
| Irish Life Investment Managers Ltd. |
10 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
10 |
| Skopos Labs, Inc. |
10 |
| Spire Wealth Management |
10 |
| Northern Trust Co Of Connecticut |
10 |
| Jfs Wealth Advisors, Llc |
10 |
| Mariner, LLC |
10 |
| General Motors Investment Management Corp |
10 |
| LMR Partners LLP |
10 |
| MAI Capital Management |
10 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
10 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
10 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
10 |
| Mason Street Advisors, Llc |
10 |
| Catalyst Capital Advisors LLC |
10 |
| M&t Bank Corp |
10 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
10 |
| Rothschild Asset Management Inc |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
10 |
| Brown Brothers Harriman & Co |
10 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
10 |
| Invictus RG Pte. Ltd. |
10 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
10 |
| Tcw Group Inc |
10 |
| Spot Trading L.L.C |
10 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
10 |
| Chimera Capital Management LLC |
10 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
10 |
| Alphacrest Capital Management Llc |
10 |
| Oregon Public Employees Retirement Fund |
10 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
10 |
| GAMMA Investing LLC |
10 |
| Maverick Capital Ltd |
10 |
| Absolute Return Capital, LLC |
10 |
| Versor Investments LP |
10 |
| Commonwealth Equity Services, Llc |
10 |
| AMP Capital Investors Ltd |
10 |
| Diversified Trust Co |
10 |
| Hussman Strategic Advisors, Inc. |
10 |
| FineMark National Bank & Trust |
10 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
10 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| Steward Financial Group LLC |
9 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
9 |
| Cipher Capital LP |
9 |
| Private Trust Co Na |
9 |
| Baird Robert W & Co Inc /wi/ |
9 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
9 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
9 |
| Guggenheim Active Allocation Fund |
9 |
| Robeco Institutional Asset Management B.V. |
9 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
9 |
| Nordea Investment Management Ab |
9 |
| BBT Capital Management, LLC |
9 |
| GAM Holding AG |
9 |
| Handelsbanken Fonder AB |
9 |
| First Manhattan Co |
9 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
9 |
| First Quadrant L P/ca |
9 |
| Zebra Capital Management LLC |
9 |
| Toroso Investments, LLC |
9 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
9 |
| Capula Management Ltd |
9 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
9 |
| Maryland State Retirement & Pension System |
9 |
| Bokf, Na |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
9 |
| Buckingham Capital Management Inc |
9 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
9 |
| Bell Investment Advisors, Inc |
9 |
| Calamos Strategic Total Return Fund |
9 |
| Everence Capital Management Inc |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
9 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
9 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
9 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
9 |
| Itau Unibanco Holding S.A. |
9 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
9 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
9 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
9 |
| Coldstream Capital Management Inc |
9 |
| Thompson Siegel & Walmsley Llc |
9 |
| Old Mutual Customised Solutions (proprietary) Ltd |
9 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
9 |
| Glen Harbor Capital Management LLC |
9 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
9 |
| Inceptionr Llc |
9 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
9 |
| Riverhead Capital Management Llc |
9 |
| Wipfli Financial Advisors Llc, |
9 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
9 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
9 |
| Valley National Advisers Inc |
9 |
| Alpha Paradigm Partners, LLC |
9 |
| Checchi Capital Advisers, LLC |
9 |
| Elkfork Partners LLC |
9 |
| FNY Investment Advisers, LLC |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
9 |
| Advisory Research Inc |
9 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
9 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
9 |
| Hillsdale Investment Management Inc. |
9 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
9 |
| Alambic Investment Management, L.P. |
9 |
| Brinker Capital Investments, LLC |
9 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| Clearbridge Investments, LLC |
9 |
| Spark Investment Management LLC |
9 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
9 |
| DekaBank Deutsche Girozentrale |
9 |
| IndexIQ Advisors LLC |
9 |
| CIBC World Markets Inc. |
9 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
9 |
| Ancora Advisors, LLC |
9 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
9 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
9 |
| NumerixS Investment Technologies Inc |
9 |
| Capital Fund Management S.a. |
9 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
9 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
9 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
9 |
| First Hawaiian Bank |
9 |
| Smartleaf Asset Management LLC |
9 |
| Synovus Financial Corp |
9 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
9 |
| Alyeska Investment Group, L.P. |
9 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
9 |
| Calamos Advisors LLC |
9 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| Private Capital Group, LLC |
9 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
| Wedge Capital Management L L P/nc |
9 |
| Financial Management Professionals, Inc. |
9 |
| Vanguard Index Funds |
9 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
9 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
9 |
| Blueshift Asset Management, LLC |
9 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
9 |
| Hantz Financial Services, Inc. |
9 |
| Financial Architects, Inc |
9 |
| GV Financial Advisors |
9 |
| Cordant, Inc. |
9 |
| Hartford Investment Management Co |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
9 |
| AdvisorNet Financial, Inc |
9 |
| Amundi Pioneer Asset Management Inc |
9 |
| Global Retirement Partners, LLC |
9 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
9 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
9 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
9 |
| Hemington Wealth Management |
9 |
| Cullen/frost Bankers, Inc. |
9 |
| Davidson Kempner Capital Management Lp |
9 |
| Rational Advisors Llc |
9 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
9 |
| Glassman Wealth Services |
9 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
9 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
9 |
| Regal Investment Advisors LLC |
9 |
| Tarbox Family Office, Inc. |
9 |
| Assured Investment Management LLC |
9 |
| Whittier Trust Co |
9 |
| Rehmann Capital Advisory Group |
9 |
| Gts Securities Llc |
9 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| Eqis Capital Management, Inc. |
9 |
| Invictus RG |
9 |
| World Asset Management Inc |
9 |
| Evercore Wealth Management, LLC |
9 |
| Lord, Abbett & Co. Llc |
9 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
9 |
| National Bank Of Canada /fi/ |
9 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
9 |
| Polar Asset Management Partners Inc. |
9 |
| Healthcare Of Ontario Pension Plan Trust Fund |
9 |
| nVerses Capital, LLC |
9 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
9 |
| Hennessy Advisors Inc |
9 |
| Smith Asset Management Group Lp |
9 |
| Lenox Wealth Advisors, LLC |
9 |
| Edgestream Partners, L.P. |
9 |
| Calamos Global Dynamic Income Fund |
9 |
| Alpha Windward Llc |
9 |
| Virtus Investment Advisers, Inc. |
9 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
9 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
| Bank Of Nova Scotia |
9 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
9 |
| Palisade Capital Management Llc/nj |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
9 |
| Vestcor Inc |
9 |
| Patriot Financial Group Insurance Agency, LLC |
9 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
9 |
| Candlestick Capital Management LP |
9 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
9 |
| Empirical Finance, LLC |
9 |
| JustInvest LLC |
9 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
9 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
9 |
| Quantamental Technologies LLC |
9 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
9 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
9 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
9 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
9 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
9 |
| DiNuzzo Private Wealth, Inc. |
9 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
9 |
| Csenge Advisory Group |
9 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
9 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
| Holocene Advisors, LP |
9 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
9 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
9 |
| Candriam Luxembourg S.C.A. |
9 |
| CIBC Asset Management Inc |
9 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
| Belpointe Asset Management LLC |
9 |
| Fred Alger Management, Llc |
9 |
| EntryPoint Capital, LLC |
9 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
| Css Llc/il |
9 |
| Van Eck Associates Corp |
9 |
| Jane Street Holding, LLC |
9 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
9 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
9 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
9 |
| Sofos Investments, Inc. |
9 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
9 |
| C M Bidwell & Associates Ltd |
9 |
| Suntrust Banks Inc |
9 |
| Systematic Financial Management Lp |
9 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
9 |
| We Are One Seven, LLC |
9 |
| Nebula Research & Development LLC |
9 |
| Bridgefront Capital, LLC |
9 |
| Twinbeech Capital Lp |
9 |
| Aviva Plc |
9 |
| Cresset Asset Management, LLC |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
9 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
9 |
| Old Mutual Global Investors (UK) Ltd. |
9 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
9 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
9 |
| Samlyn Capital, Llc |
9 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
9 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
9 |
| SJS Investment Consulting Inc. |
9 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
9 |
| Lido Advisors, LLC |
9 |
| Knight Capital Group, Inc. |
9 |
| Boulder Hill Capital Management Lp |
9 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
9 |
| Enterprise Financial Services Corp |
9 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
9 |
| FIL Ltd |
9 |
| Humankind Benefit Corp - Humankind US Stock ETF |
9 |
| Ameritas Advisory Services, LLC |
9 |
| Levin Capital Strategies, L.p. |
9 |
| Seven Eight Capital, Lp |
9 |
| SRS Capital Advisors, Inc. |
9 |
| Shellback Capital, LP |
8 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
8 |
| NatWest Group plc |
8 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
8 |
| Koshinski Asset Management, Inc. |
8 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
8 |
| Livforsakringsbolaget Skandia, Omsesidigt |
8 |
| Cornerstone Investment Partners, LLC |
8 |
| James Investment Research Inc |
8 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
8 |
| Umb Bank N A/mo |
8 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
8 |
| Plato Investment Management Ltd |
8 |
| Rotella Capital Management, Inc. |
8 |
| Westpac Banking Corp |
8 |
| New Mexico Educational Retirement Board |
8 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
8 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| Mount Yale Investment Advisors, LLC |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
8 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
8 |
| Wbi Investments, Inc. |
8 |
| Bluefin Trading, LLC |
8 |
| EAM Global Investors LLC |
8 |
| Brinker Capital Inc |
8 |
| Private Wealth Management Group, LLC |
8 |
| Melvin Capital Management LP |
8 |
| Moore Capital Management, Lp |
8 |
| Massachusetts Financial Services Co /ma/ |
8 |
| Cetera Advisors LLC |
8 |
| Proficio Capital Partners LLC |
8 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
| Ausdal Financial Partners, Inc. |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
8 |
| Twin Tree Management, LP |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| SpiderRock Trading LLC |
8 |
| Regions Financial Corp |
8 |
| New England Securities Corp /MA/ |
8 |
| Penserra Capital Management LLC |
8 |
| Brevan Howard Capital Management LP |
8 |
| National Planning Corp |
8 |
| Oberweis Asset Management Inc/ |
8 |
| Northwestern Mutual Investment Management Company, Llc |
8 |
| Creative Financial Designs Inc /adv |
8 |
| Mckinley Capital Management Llc /delaware |
8 |
| Brookfield Asset Management Inc. |
8 |
| Citizens Financial Group Inc/ri |
8 |
| Graticule Asia Macro Advisors LLC |
8 |
| Dynamic Capital Management Ltd |
8 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
8 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
8 |
| Segall Bryant & Hamill, Llc |
8 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
8 |
| Summit Trail Advisors, Llc |
8 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
8 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
8 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
| Athanor Capital, Lp |
8 |
| Berman Capital Advisors, LLC |
8 |
| Fund 1 Investments, LLC |
8 |
| Clinton Group Inc |
8 |
| First Republic Investment Management, Inc. |
8 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
8 |
| United Capital Financial Advisers, Llc |
8 |
| Impact Partnership Wealth, LLC |
8 |
| Securian Asset Management, Inc |
8 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
8 |
| Ajo, Lp |
8 |
| Whittier Trust Co Of Nevada Inc |
8 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
| Pine River Capital Management L.P. |
8 |
| RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class |
8 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
8 |
| Klp Kapitalforvaltning As |
8 |
| Brown Advisory Inc |
8 |
| RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity |
8 |
| Jennison Associates Llc |
8 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
8 |
| Sandler Capital Management |
8 |
| American Portfolios Advisors |
8 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
8 |
| Parkworth Wealth Management, Inc. |
8 |
| Schubert & Co |
8 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
8 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
8 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
8 |
| Stoneridge Investment Partners Llc |
8 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
8 |
| Daiwa Securities Group Inc. |
8 |
| Optimum Investment Advisors |
8 |
| Great Lakes Advisors, Llc |
8 |
| Princeton Alpha Management LP |
8 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
| Barrow Hanley Mewhinney & Strauss Llc |
8 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
| Money Concepts Capital Corp |
8 |
| Guardian Wealth Advisors, LLC |
8 |
| Profunds - Profund Vp Oil & Gas |
8 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
8 |
| Coppell Advisory Solutions LLC |
8 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
8 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
8 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
8 |
| Gupta Wealth Management LLC |
8 |
| Tradition Wealth Management, LLC |
8 |
| Sanctuary Wealth Advisors, LLC |
8 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
8 |
| Nicholas Investment Partners, LP |
8 |
| Jump Trading, LLC |
8 |
| New York Life Investment Management Llc |
8 |
| Sculptor Capital LP |
8 |
| Evoke Wealth, Llc |
8 |
| Pictet Asset Management Ltd |
8 |
| Tocqueville Asset Management L.p. |
8 |
| RMB Capital Management, LLC |
8 |
| Santa Fe Partners LLC |
8 |
| Aster Capital Management (DIFC) Ltd |
8 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
8 |
| Icon Advisers Inc/co |
8 |
| Campbell Multi-strategy Trust |
8 |
| Shelton Capital Management |
8 |
| Hexagon Capital Partners LLC |
8 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
8 |
| Zeke Capital Advisors, Llc |
8 |
| Prospera Financial Services Inc |
8 |
| Horizon Investments, LLC |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
8 |
| First Horizon Corp |
8 |
| Reilly Financial Advisors, Llc |
8 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
8 |
| South Dakota Investment Council |
8 |
| Leap Investments Lp |
8 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
8 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
8 |
| Tfs Capital Llc |
8 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
8 |
| Convergence Investment Partners, LLC |
8 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
8 |
| Carlson Capital L P |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
8 |
| Disciplined Investments, LLC |
8 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
8 |
| North Star Investment Management Corp. |
8 |
| State of New Jersey Common Pension Fund A |
8 |
| Janus Capital Management Llc |
8 |
| Calamos Long/Short Equity & Dynamic Income Trust |
8 |
| Pinnacle Summer Investments, Inc. |
8 |
| Evergreen Capital Management Llc |
8 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
8 |
| Easterly Investment Partners Llc |
8 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
8 |
| Cerebellum GP, LLC |
8 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
8 |
| Independent Portfolio Consultants, Inc. |
8 |
| Cinctive Capital Management LP |
8 |
| Americafirst Capital Management, Llc |
8 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
8 |
| Valeo Financial Advisors, LLC |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
8 |
| Gyon Technologies Capital Management, LP |
8 |
| Bogart Wealth, LLC |
8 |
| Keebeck Alpha, LP |
8 |
| Dorsey Wright & Associates |
8 |
| Illinois Municipal Retirement Fund |
8 |
| Tortoise Investment Management, LLC |
8 |
| Ieq Capital, Llc |
8 |
| Boston Advisors Llc |
8 |
| Gateway Investment Advisers Llc |
8 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
8 |
| BDO Wealth Advisors, LLC |
8 |
| Spot Trading L.l.c. |
8 |
| Atlantic Trust, LLC |
8 |
| Headlands Technologies LLC |
8 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
8 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
8 |
| Fieldpoint Private Securities, LLC |
8 |
| Achmea Investment Management B.V. |
8 |
| Quantinno Capital Management LP |
8 |
| Kanaly Trust Co |
8 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
8 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
8 |
| Global X Management CO LLC |
8 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
8 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
8 |
| Summit Global Investments |
8 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
8 |
| Neo Ivy Capital Management |
8 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
8 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
8 |
| Intrinsic Edge Capital Management LLC |
8 |
| Global Financial Private Client, LLC |
8 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
8 |
| Denver Investment Advisors Llc |
8 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
8 |
| MUFG Securities EMEA plc |
8 |
| AE Wealth Management LLC |
8 |
| WPG Advisers, LLC |
8 |
| Calamos Global Total Return Fund |
8 |
| Calamos Convertible Opportunities & Income Fund |
8 |
| Calamos Convertible & High Income Fund |
8 |
| State Of Michigan Retirement System |
8 |
| Calamos Dynamic Convertible & Income Fund |
8 |
| Cerity Partners LLC |
8 |
| Harvest Fund Management Co., Ltd |
8 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
| Nine Chapters Capital Management LLC |
8 |
| Duality Advisers, Lp |
8 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
8 |
| Retirement Systems of Alabama |
8 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
8 |
| Royal London Asset Management Ltd |
8 |
| Integral Derivatives, LLC |
8 |
| Hartland & Co., LLC |
8 |
| Avantax Planning Partners, Inc. |
8 |
| FinTrust Capital Advisors, LLC |
8 |
| Pearl River Capital, LLC |
8 |
| Compagnie Lombard Odier SCmA |
8 |
| Wealth Enhancement Advisory Services, Llc |
8 |
| Ci Investments Inc. |
8 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
8 |
| Fiera Capital Corp |
8 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
8 |
| Xact Kapitalforvaltning AB |
8 |
| Kepos Capital LP |
8 |
| Jacobi Capital Management LLC |
8 |
| Elite Wealth Management, Inc. |
8 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
8 |
| Denali Advisors Llc |
8 |
| Entropy Technologies, LP |
8 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
8 |
| Commonwealth Bank Of Australia |
8 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
8 |
| Vident Advisory, LLC |
8 |
| Sei Trust Co |
8 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
8 |
| Qs Batterymarch Financial Management, Inc |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
8 |
| ETRADE Capital Management LLC |
8 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
8 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
8 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
8 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
8 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
8 |
| Impala Asset Management LLC |
8 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
8 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
8 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
8 |
| Utah Retirement Systems |
8 |
| Karp Capital Management Corp |
8 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
8 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
8 |
| EverPoint Asset Management, LLC |
8 |
| USA Financial Portformulas Corp |
8 |
| Avalon Global Asset Management LLC |
8 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
8 |
| Cambiar Investors Llc |
8 |
| IBM Retirement Fund |
7 |
| Winton Capital Management Ltd |
7 |
| Front Row Advisors LLC |
7 |
| SummerHaven Investment Management, LLC |
7 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
| F&C Asset Management plc |
7 |
| Erste Asset Management GmbH |
7 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
7 |
| Alexandria Capital, LLC |
7 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
7 |
| Lighthouse Investment Partners, LLC |
7 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
7 |
| Wealthcare Capital Management Llc |
7 |
| Alpha DNA Investment Management LLC |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| Fortaleza Asset Management Inc/ |
7 |
| Prestige Wealth Management Group LLC |
7 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
7 |
| Curian Capital Llc |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
7 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
7 |
| Kentucky Retirement Systems |
7 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
7 |
| SG3 Management, LLC |
7 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
7 |
| Tfs Capital Investment Trust |
7 |
| PGGM Investments |
7 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
7 |
| CVA Family Office, LLC |
7 |
| Covington Capital Management |
7 |
| Ensign Peak Advisors, Inc |
7 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
7 |
| 1492 Capital Management LLC |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
7 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
7 |
| Euclid Advisors LLC |
7 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
7 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
| Friess Associates Llc |
7 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
7 |
| Banque Pictet & Cie Sa |
7 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
7 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
7 |
| Advent Capital Management /de/ |
7 |
| Maple Securities Usa Inc |
7 |
| Bowling Portfolio Management LLC |
7 |
| Continuum Advisory, LLC |
7 |
| Kiwi Wealth Investments Limited Partnership |
7 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
7 |
| Hennion & Walsh Asset Management, Inc. |
7 |
| MIK Capital, LP |
7 |
| Cadence Capital Management Llc |
7 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
7 |
| Wedbush Securities Inc |
7 |
| Kehrs Ridge Capital,LLC |
7 |
| Artemis Investment Management LLP |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
| Claro Advisors LLC |
7 |
| 111 Capital |
7 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
7 |
| Chartwell Investment Partners, Llc |
7 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
7 |
| Winslow, Evans & Crocker, Inc. |
7 |
| Gladius Capital Management LP |
7 |
| Gerry Farber, LLC |
7 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
| Bb&t Investment Services, Inc. |
7 |
| Wealthfront Advisers Llc |
7 |
| Parkwood LLC |
7 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
7 |
| Bartlett & Co. LLC |
7 |
| VCBDX - VALIC Co I - Core Bond Fund |
7 |
| Ing Groep Nv |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
7 |
| Liberty Mutual Group Asset Management Inc. |
7 |
| Armistice Capital, Llc |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
7 |
| Cornerstone Advisors, Inc. |
7 |
| Numerai GP LLC |
7 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
7 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
| FourThought Financial, LLC |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| Howe & Rusling Inc |
7 |
| Meritage Portfolio Management |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
7 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
7 |
| Boston Private Wealth Llc |
7 |
| Flagship Harbor Advisors, Llc |
7 |
| Rialto Wealth Management, LLC |
7 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
7 |
| Harbor Capital Advisors, Inc. |
7 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
7 |
| Twin Peaks Wealth Advisors, LLC |
7 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
7 |
| SOUTH STATE Corp |
7 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
7 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
7 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
7 |
| Corton Capital Inc. |
7 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
7 |
| Todd Asset Management Llc |
7 |
| Cantab Capital Partners LLP |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
7 |
| Jain Global LLC |
7 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
7 |
| WealthTrust-Arizona, LLC |
7 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
7 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
7 |
| Mizuho Securities Usa Llc |
7 |
| SpiderRock Advisors, LLC |
7 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
7 |
| Raleigh Capital Management Inc. |
7 |
| CI Private Wealth, LLC |
7 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
| Quent Capital, LLC |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
7 |
| RBF Capital, LLC |
7 |
| Glenmede Investment Management, LP |
7 |
| QCM Cayman, Ltd. |
7 |
| Aberdeen Asset Management Plc/uk |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
7 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
7 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
7 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
7 |
| Tcwp Llc |
7 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
7 |
| Bay Harbor Wealth Management, LLC |
7 |
| Assenagon Asset Management S.A. |
7 |
| Advantage Investment Management, Llc |
7 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
| Cigna Investments Inc /new |
7 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
7 |
| XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
7 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
7 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| Clark Capital Management Group, Inc. |
7 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
7 |
| Old Mission Capital Llc |
7 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
7 |
| Mycio Wealth Partners, Llc |
7 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
7 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
7 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
7 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
| New York Life Trust Co |
7 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
7 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
7 |
| Neuburgh Advisers LLC |
7 |
| Bridgewater Associates, LP |
7 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
| Scotia Capital Inc. |
7 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
7 |
| Financial Gravity Companies, Inc. |
7 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
7 |
| Stormborn Capital Management, Llc |
7 |
| Level Four Advisory Services, Llc |
7 |
| Mather Group, Llc. |
7 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
7 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
7 |
| Innealta Capital, Llc |
7 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
7 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
7 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
7 |
| Gryphon Financial Partners LLC |
7 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
7 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
7 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
7 |
| Independent Advisor Alliance |
7 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| Lee Financial Co |
7 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
7 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
7 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
7 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
7 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
7 |
| Core Bond Portfolio - Core Bond Portfolio |
7 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
7 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
7 |
| Highstreet Asset Management Inc. |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| Advisors Preferred, LLC |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
7 |
| Coe Capital Management, LLC |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
7 |
| Financial Advisors Network, Inc. |
7 |
| People's United Financial, Inc. |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| Weiss Asset Management LP |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
7 |
| Zions Bancorporation, N.A. |
7 |
| I.g. Investment Management, Ltd. |
7 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
7 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
7 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
7 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
7 |
| Cooper Creek Partners Management Llc |
7 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
7 |
| Turner Investments, L.p. |
7 |
| Mizuho Securities Co. Ltd. |
7 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
7 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
7 |
| Hotchkis & Wiley Capital Management Llc |
7 |
| Zions Bancorporation |
7 |
| BNP Paribas Asset Management Holding S.A. |
7 |
| FNY Partners Fund LP |
7 |
| First Personal Financial Services |
7 |
| Oakbrook Investments Llc |
7 |
| NN Investment Partners Holdings N.V. |
7 |
| Abich Financial Wealth Management LLC |
7 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
7 |
| Chicago Partners Investment Group LLC |
7 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
7 |
| Advantage Advisers Xanthus Fund, L.l.c. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
7 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
7 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
7 |
| Gideon Capital Advisors, Inc. |
7 |
| Tompkins Financial Corp |
7 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
7 |
| Seacrest Wealth Management, Llc |
7 |
| Chevy Chase Trust Holdings, Inc. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
7 |
| Washington Trust Bank |
7 |
| 361 Capital Llc |
7 |
| Atria Investments Llc |
7 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
7 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
7 |
| Fisher Asset Management, LLC |
7 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
7 |
| Shapiro Robert N |
7 |
| Prentice Capital Management, LP |
7 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
7 |
| Westfield Capital Management Co Lp |
7 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
7 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
7 |
| Signet Financial Management, Llc |
7 |
| Exane Derivatives |
7 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
7 |
| Manatuck Hill Partners, LLC |
7 |
| E. Ohman J:or Asset Management AB |
7 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
7 |
| Contravisory Investment Management, Inc. |
7 |
| Benjamin F. Edwards & Company, Inc. |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
7 |
| Wexford Capital Lp |
7 |
| Mizuho Trust & Banking Co., Ltd. |
7 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
7 |
| Pitcairn Co |
7 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
7 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
7 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
7 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
7 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
7 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
7 |
| FDx Advisors, Inc. |
7 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
7 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
7 |
| Schonfeld Group Holdings LLC |
7 |
| Harbor Investment Advisory, Llc |
7 |
| Acap Strategic Fund |
7 |
| JNBA Financial Advisors |
7 |
| Societe Generale |
7 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
7 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
7 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
7 |
| Man Investments Ltd |
7 |
| CENTRAL TRUST Co |
7 |
| Cetera Advisor Networks LLC |
7 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
7 |
| Pathstone Holdings, LLC |
7 |
| TrimTabs Asset Management, LLC |
7 |
| Kovitz Investment Group Partners, LLC |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
7 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
7 |
| Old National Bancorp /in/ |
7 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
7 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
7 |
| Xponance, Inc. |
7 |
| Bruderman Asset Management, LLC |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
7 |
| CSat Investment Advisory, L.P. |
7 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
7 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
7 |
| Pictet Asset Management Holding SA |
7 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
7 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| Leuthold Group, Llc |
7 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
7 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
7 |
| Dynamic Technology Lab Pte Ltd |
7 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
7 |
| USS Investment Management Ltd |
7 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
7 |
| Pictet Asset Management Sa |
7 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
7 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
7 |
| Focused Wealth Management, Inc |
7 |
| Integrated Wealth Management |
7 |
| Anchor Investment Management, LLC |
7 |
| Warren Averett Asset Management, LLC |
7 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
7 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
7 |
| BNP Paribas Investment Partners S.A. |
7 |
| Caisse De Depot Et Placement Du Quebec |
7 |
| ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF |
7 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
7 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
| Columbus Circle Investors |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
7 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
7 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
| Ropes Wealth Advisors Llc |
7 |
| Advance Capital I Inc |
7 |
| Qsemble Capital Management, LP |
7 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
7 |
| HFM Investment Advisors, LLC |
7 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
7 |
| Migdal Insurance & Financial Holdings Ltd. |
7 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
7 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
7 |
| Quantedge Capital Pte Ltd |
7 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| Axq Capital, Lp |
7 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
7 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
7 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
7 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| Zweig-DiMenna Associates LLC |
7 |
| Monarch Partners Asset Management LLC |
7 |
| Analytic Investors, LLC |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
7 |
| Claymore Exchange-traded Fund Trust |
7 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
7 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
7 |
| Catalyst Funds Management Pty Ltd |
7 |
| CX Institutional |
7 |
| Soros Fund Management Llc |
7 |
| Castleark Management Llc |
7 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
7 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
7 |
| Royce Value Trust Inc |
7 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
7 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
7 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
7 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| Wealthfront Inc |
7 |
| UniSuper Management Pty Ltd |
7 |
| Northwest & Ethical Investments L.P. |
7 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
| Sawtooth Solutions, LLC |
6 |
| Banco de Sabadell, S.A |
6 |
| qPULA Trading Management LP |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
6 |
| Gerstein Fisher |
6 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
6 |
| 1832 Asset Management L.P. |
6 |
| VitalStone Financial, LLC |
6 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
6 |
| Cypress Capital Management LLC (WY) |
6 |
| Harel Insurance Investments & Financial Services Ltd. |
6 |
| Regentatlantic Capital Llc |
6 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
6 |
| Dubuque Bank & Trust Co |
6 |
| 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 |
6 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
6 |
| First Midwest Bank Trust Division |
6 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
6 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
6 |
| Cookson Peirce & Co Inc |
6 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
6 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| Avantax Advisory Services, Inc. |
6 |
| Weiss Strategic Interval Fund |
6 |
| Mv Capital Management, Inc. |
6 |
| RHJ International SA |
6 |
| CenterStar Asset Management, LLC |
6 |
| Moors & Cabot, Inc. |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| BlueCrest Capital Management LLP |
6 |
| Integrated Investment Consultants, LLC |
6 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
6 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
6 |
| Kestra Advisory Services, LLC |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| First Allied Advisory Services, Inc. |
6 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
6 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
6 |
| VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
6 |
| Salem Investment Counselors Inc |
6 |
| Rice Hall James & Associates, Llc |
6 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
6 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
| Parametrica Management Ltd |
6 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
6 |
| Horizon Kinetics Asset Management Llc |
6 |
| Profunds - Profund Vp Consumer Services |
6 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
6 |
| Mosaic Family Wealth, LLC |
6 |
| Greenlight Capital Inc |
6 |
| Guardian Investor Services Llc |
6 |
| Boston Private Bank & Trust Co |
6 |
| Stephens Inc /ar/ |
6 |
| Unigestion Holding SA |
6 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
6 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
6 |
| New Age Alpha Advisors, LLC |
6 |
| Polianta Ltd |
6 |
| Amtrust Financial Services, Inc. |
6 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
| Marathon Trading Investment Management LLC |
6 |
| Kettle Hill Capital Management, Llc |
6 |
| Cambria Investment Management, L.P. |
6 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
6 |
| Navellier & Associates Inc |
6 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
6 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
6 |
| SG Capital Management LLC |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
6 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
6 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
6 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
6 |
| Apex Capital, Llc |
6 |
| Waratah Capital Advisors Ltd. |
6 |
| Riggs Asset Managment Co. Inc. |
6 |
| Millrace Asset Group, Inc. |
6 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
6 |
| Bruce G. Allen Investments, LLC |
6 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
6 |
| Tsfg, Llc |
6 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
6 |
| Friedenthal Financial |
6 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
6 |
| Freestone Capital Holdings, LLC |
6 |
| JBF Capital, Inc. |
6 |
| Hallmark Capital Management Inc |
6 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
6 |
| Guardian Life Insurance Co Of America |
6 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
6 |
| Capital Analysts, Inc. |
6 |
| Sequoia Financial Advisors, LLC |
6 |
| Chilton Investment Co Llc |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
6 |
| Leavell Investment Management, Inc. |
6 |
| Semanteon Capital Management, LP |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
6 |
| Stifel Nicolaus & Co Inc \mo\ |
6 |
| BI Asset Management Fondsmaeglerselskab A/S |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
6 |
| Emerald Advisers, Llc |
6 |
| Prudential Plc |
6 |
| BRYN MAWR TRUST Co |
6 |
| Prescott Group Capital Management, L.l.c. |
6 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
6 |
| Eisler Capital (US) LLC |
6 |
| Spring Creek Capital Llc |
6 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
6 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
6 |
| CTC Alternative Strategies, Ltd. |
6 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
6 |
| Affinity Investment Advisors, Llc |
6 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
6 |
| TD Securities (USA) LLC |
6 |
| Kore Private Wealth LLC |
6 |
| Liberty Wealth Management Llc |
6 |
| Dreman Value Management, L L C |
6 |
| Daiwa Capital Markets America Inc. |
6 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
6 |
| Perigon Wealth Management, LLC |
6 |
| Deprince Race & Zollo Inc |
6 |
| Arrowgrass Capital Partners (us) Lp |
6 |
| Hl Financial Services Llc |
6 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
6 |
| Azzad Asset Management Inc /adv |
6 |
| Jupiter Asset Management Ltd |
6 |
| Susquehanna Portfolio Strategies, LLC |
6 |
| MCF Advisors LLC |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
6 |
| Belvedere Trading LLC |
6 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
6 |
| AGF Investments LLC |
6 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
6 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
6 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
6 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
6 |
| Tfo-tdc, Llc |
6 |
| John Hancock Hedged Equity & Income Fund |
6 |
| Foundry Partners, LLC |
6 |
| CAPROCK Group, Inc. |
6 |
| SOA Wealth Advisors, LLC. |
6 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
| Meridian Wealth Partners, LLC |
6 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
6 |
| Timelo Investment Management Inc. |
6 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
6 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
6 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
6 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
6 |
| Advisor Partners Llc |
6 |
| PartnerRe Asset Management CORP |
6 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
6 |
| Kapitalo Investimentos Ltda |
6 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
| Archford Capital Strategies, LLC |
6 |
| Six Columns Capital, Lp |
6 |
| Tradewinds Capital Management, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
6 |
| DAVENPORT & Co LLC |
6 |
| FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
6 |
| GW&K Investment Management, LLC |
6 |
| Scientech Research LLC |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| Matarin Capital Management, LLC |
6 |
| Optiver Holding B.V. |
6 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
6 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
6 |
| Woodline Partners LP |
6 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
6 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
6 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
6 |
| Glg Inc. |
6 |
| Rsm Us Wealth Management Llc |
6 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
6 |
| Franklin Street Advisors Inc /nc |
6 |
| Kingdon Capital Management, L.l.c. |
6 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
6 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
6 |
| Edge Advisors, Llc |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
| Sargent Bickham Lagudis LLC |
6 |
| PointState Capital LP |
6 |
| Coastal Investment Advisors, Inc. |
6 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
6 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
6 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
6 |
| Mariner Investment Group Llc |
6 |
| Key FInancial Inc |
6 |
| West Tower Group, LLC |
6 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
6 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
6 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
| Banque Cantonale Vaudoise |
6 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
6 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
6 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
6 |
| FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
6 |
| R Squared Ltd |
6 |
| Tradeworx Inc. |
6 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
6 |
| Carolina Wealth Advisors, LLC |
6 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
| Etf Managers Group, Llc |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| Congress Asset Management Co /ma |
6 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
6 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
6 |
| Calvert Investment Management, Inc. |
6 |
| Ferris Capital, Llc |
6 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
6 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
| FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
6 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
6 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
6 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
6 |
| Cowen Group, Inc. |
6 |
| DRW Securities, LLC |
6 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
6 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
6 |
| Apertura Capital, LLC |
6 |
| Equitec Proprietary Markets, Llc |
6 |
| Yorktown Management & Research Co Inc |
6 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
6 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
6 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
6 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
6 |
| San Francisco Sentry Investment Group (ca) |
6 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
6 |
| Pendal Group Ltd |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| Glen Eagle Advisors, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
6 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
| Newbridge Financial Services Group, Inc. |
6 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
6 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
6 |
| Stux Capital Management, LLC |
6 |
| Alpha Quant Advisors, Llc |
6 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
6 |
| Kula Investments, LLC |
6 |
| Colony Group Llc |
6 |
| Wakefield Asset Management LLLP |
6 |
| Saturna Capital CORP |
6 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
6 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
6 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
6 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
6 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| WASHINGTON TRUST Co |
6 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
6 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
6 |
| Wealthspire Advisors, LLC |
6 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
6 |
| Johnson Financial Group, Inc. |
6 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
6 |
| Claris Advisors, Llc / Mo / |
6 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
6 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| Bb&t Securities, Llc |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| Renaissance Group Llc |
6 |
| Jump Trading, Llc |
6 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
6 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
6 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
6 |
| Dean Investment Associates, Llc |
6 |
| NewSquare Capital LLC |
6 |
| Sugarloaf Wealth Management, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
6 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
6 |
| Asset Dedication, LLC |
6 |
| MARSHALL WACE ASIA Ltd |
6 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
6 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
6 |
| Snowden Capital Advisors LLC |
6 |
| Delphia (USA) Inc. |
6 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
6 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
6 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
6 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
6 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
6 |
| High Note Wealth, LLC |
6 |
| Caxton Associates Llp |
6 |
| Tucker Asset Management Llc |
6 |
| Sumitomo Mitsui Trust Holdings, Inc. |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
6 |
| LMR Master Fund Ltd |
6 |
| O'Shares Investment Advisers, LLC |
6 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
| Castleview Partners, Llc |
6 |
| Exxonmobil Investment Management Inc /tx |
6 |
| Elequin Capital Lp |
6 |
| Addison Advisors LLC |
6 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
6 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
6 |
| Argentus Capital Management, LLC |
6 |
| Breton Hill Capital Ltd. |
6 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
6 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
6 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
6 |
| Ascend Capital, Llc |
6 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
6 |
| Kayne Anderson Rudnick Investment Management Llc |
6 |
| Meiji Yasuda Life Insurance Co |
6 |
| Echo Street Capital Management LLC |
6 |
| Formula Growth Ltd |
6 |
| Private Ocean, LLC |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| Advanced Series Trust - Ast High Yield Portfolio |
6 |
| Lloyds Banking Group plc |
6 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
6 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
6 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
6 |
| Ivory Investment Management, Llc |
6 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
6 |
| Zurich Insurance Group Ltd/FI |
6 |
| Symphony Asset Management Llc |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
6 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
6 |
| Altshuler Shaham Ltd |
6 |
| Oppenheimer Etf Trust |
6 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
6 |
| Twin Capital Management Inc |
6 |
| Weaver C. Barksdale & Associates, Inc. |
6 |
| Vanguard Horizon Funds |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
6 |
| Integrated Wealth Concepts LLC |
6 |
| Mml Investors Services, Llc |
6 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
6 |
| Venturi Wealth Management, LLC |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
6 |
| William Blair Investment Management, Llc |
6 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
6 |
| Hodges Capital Management Inc. |
6 |
| Eaton Vance Ltd Duration Income Fund |
6 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
6 |
| Veritable, L.P. |
6 |
| Coppell Advisory Solutions Corp. |
6 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
6 |
| GLG Partners LP |
6 |
| Horizon Kinetics LLC |
6 |
| Intact Investment Management Inc. |
6 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
| SummitTX Capital, L.P. |
6 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
6 |
| TradeLink Global Equity LLC |
6 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
6 |
| Century Capital Management, LLC |
6 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
6 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
6 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
6 |
| Vantagepoint Funds |
6 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
6 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
6 |
| Ledyard National Bank |
6 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
6 |
| Wilbanks Smith & Thomas Asset Management Llc |
6 |
| Junto Capital Management LP |
6 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
6 |
| Vise Technologies, Inc. |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| Hm Payson & Co |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
6 |
| Essex Investment Management Co Llc |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
6 |
| Vantage Investment Advisors, LLC |
6 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
6 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| TD Waterhouse Canada Inc. |
6 |
| Glg Llc |
6 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
6 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
6 |
| Cim Investment Mangement Inc |
6 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
6 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
6 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
6 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
6 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
6 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
6 |
| NorthCoast Asset Management LLC |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
6 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
6 |
| Caldwell & Orkin Inc |
6 |
| PRW Wealth Management LLC |
6 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
6 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
6 |
| GPS Wealth Strategies Group, LLC |
6 |
| Advisor Partners Ii, Llc |
6 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
6 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
6 |
| Brewin Dolphin Ltd |
6 |
| Mazama Capital Management Inc |
6 |
| Bank Of Hawaii |
6 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
6 |
| Edmond De Rothschild Holding S.a. |
6 |
| Eisler Capital Management Ltd. |
6 |
| Bayforest Capital Ltd |
6 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
6 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
6 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
6 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
6 |
| Graves-Light Private Wealth Management, Inc. |
6 |
| Invesco Bond Fund |
6 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
6 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
6 |
| Tyers Asset Management LLC |
6 |
| Lincoln National Corp |
6 |
| Pinnacle Wealth Planning Services, Inc. |
6 |
| First Interstate Bank |
6 |
| NuWave Investment Management, LLC |
6 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
| Merit Financial Group, LLC |
6 |
| Forum Funds |
6 |
| Savant Capital, LLC |
6 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
| MANA Advisors LLC |
6 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
6 |
| Lombard Odier Asset Management (Switzerland) SA |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
6 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
6 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
6 |
| IHT Wealth Management, LLC |
6 |
| Alliancebernstein Global High Income Fund Inc |
6 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
6 |
| Next Financial Holdings |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| Sound Income Strategies, LLC |
6 |
| Bare Financial Services, Inc |
6 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
6 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
6 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
6 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
6 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
| Crewe Advisors LLC |
6 |
| Cca Investments Trust |
6 |
| Financial Advocates Investment Management |
6 |
| CWM Advisors, LLC |
6 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
6 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
6 |
| Korea Investment CORP |
6 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
6 |
| Legacy Financial Advisors, Inc. |
6 |
| Stephens Consulting, LLC |
6 |
| Foresters Investment Management Company, Inc. |
6 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
5 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
5 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
5 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
5 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
5 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
5 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
5 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
5 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
5 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
5 |
| Pnc Funds |
5 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
| Global X Funds |
5 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
5 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
5 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
5 |
| Fieldview Capital Management, LLC |
5 |
| Baldwin Brothers Inc/ma |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
5 |
| Readystate Asset Management Lp |
5 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
5 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
5 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
5 |
| Neuberger Berman High Yield Strategies Fund Inc. |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| UMA Financial Services, Inc. |
5 |
| Munder Series Trust |
5 |
| Canandaigua National Bank & Trust Co |
5 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
5 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
5 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
5 |
| GeoWealth Management, LLC |
5 |
| Golden State Wealth Management, LLC |
5 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
5 |
| Treasurer of the State of North Carolina |
5 |
| Executive Wealth Management, LLC |
5 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
5 |
| Tuscan Ridge Asset Management Llc |
5 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
| Quest Capital Management Inc /adv |
5 |
| Human Investing LLC |
5 |
| Harvest Investment Services, LLC |
5 |
| Alera Investment Advisors, LLC |
5 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
5 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
5 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
5 |
| Islet Management, LP |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Kinneret Advisory, LLC |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| Townsquare Capital Llc |
5 |
| Laurel Wealth Advisors LLC |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| Evolution Wealth Advisors, LLC |
5 |
| White Pine Capital Llc |
5 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
5 |
| Moran Wealth Management, LLC |
5 |
| Vectors Research Management, LLC |
5 |
| Truvestments Capital Llc |
5 |
| Harvest Management Llc |
5 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
5 |
| Genesee Valley Trust Co |
5 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
5 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
5 |
| Fs Credit Income Fund |
5 |
| South Texas Money Management Ltd |
5 |
| Signature Wealth Management Group |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Mainstay Capital Management Llc /adv |
5 |
| Claraphi Advisory Network, LLC |
5 |
| Snow Capital Management Lp |
5 |
| Calton & Associates, Inc. |
5 |
| Wagner Wealth Management, Llc |
5 |
| Mendota Financial Group, LLC |
5 |
| CNB Bank |
5 |
| Solstein Capital, LLC |
5 |
| Diametric Capital, LP |
5 |
| Cowen And Company, Llc |
5 |
| Tibra Equities Europe Ltd |
5 |
| Measured Wealth Private Client Group, LLC |
5 |
| Gallacher Capital Management LLC |
5 |
| ASB Consultores, LLC |
5 |
| Centenus Global Management, Lp |
5 |
| Kaizen Advisory, Llc |
5 |
| Colonial Trust Co / SC |
5 |
| Amerivest Investment Management LLC |
5 |
| Lenox Wealth Management, Inc. |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Pittenger & Anderson Inc |
5 |
| Wilmington Trust Co |
5 |
| Cambridge Trust Co |
5 |
| Whitebox Advisors Llc |
5 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
5 |
| Fortitude Advisory Group L.L.C. |
5 |
| Trilogy Global Advisors Lp |
5 |
| Polymer Capital Management (US) LLC |
5 |
| Alpine Woods Capital Investors, Llc |
5 |
| Atria Wealth Solutions, Inc. |
5 |
| New Amsterdam Partners Llc/ny |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
5 |
| Vanguard Explorer Fund |
5 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
5 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
| Rise Advisors, LLC |
5 |
| Carmignac Gestion |
5 |
| EFG Asset Management (North America) Corp. |
5 |
| Forum Financial Management, LP |
5 |
| Herndon Capital Management Llc |
5 |
| Oak Ridge Investments Llc |
5 |
| Park Avenue Securities Llc |
5 |
| Washington Trust Advisors, Inc. |
5 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
5 |
| First Eagle Investment Management, LLC |
5 |
| Wetherby Asset Management Inc |
5 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
5 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
5 |
| Paradigm Asset Management Co Llc |
5 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
5 |
| Gabelli Funds Llc |
5 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
5 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
5 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
5 |
| Clark Estates Inc/ny |
5 |
| Activest Wealth Management |
5 |
| Motco |
5 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
5 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
5 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
5 |
| Advisor Resource Council |
5 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
5 |
| Bollard Group LLC |
5 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
5 |
| Ardevora Asset Management LLP |
5 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
5 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
5 |
| O'Neil Global Advisors, Inc. |
5 |
| Sandy Spring Bank |
5 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
5 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
5 |
| Miracle Mile Advisors, LLC |
5 |
| Community Bank, N.A. |
5 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
5 |
| SkyView Investment Advisors, LLC |
5 |
| Main Street Financial Solutions, LLC |
5 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
5 |
| Tabor Asset Management, LP |
5 |
| HN Saltoro Capital, LP |
5 |
| NinePointTwo Capital |
5 |
| Standard Family Office LLC |
5 |
| Sentry Investment Management Llc |
5 |
| D'Orazio & Associates, Inc. |
5 |
| Verdad Advisers, LP |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| Westwood Holdings Group Inc |
5 |
| Calamos Wealth Management LLC |
5 |
| Mach-1 Financial Group, Inc. |
5 |
| Opal Wealth Advisors, LLC |
5 |
| Axiom International Investors Llc /de |
5 |
| Brant Point Investment Management Llc |
5 |
| Clearview Wealth Advisors LLC |
5 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
5 |
| Greenleaf Trust |
5 |
| Reynolds Capital Management Llc |
5 |
| Bluefin Capital Management, Llc |
5 |
| Jackson Creek Investment Advisors LLC |
5 |
| Legato Capital Management LLC |
5 |
| Mizuho Asset Management Co.,Ltd. |
5 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
5 |
| Delphi Management Inc /ma/ |
5 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
5 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
5 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
5 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
5 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
| Steadfast Capital Management Lp |
5 |
| International Assets Investment Management, Llc |
5 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
5 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
5 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
5 |
| Wesbanco Bank Inc |
5 |
| Clear Harbor Asset Management, LLC |
5 |
| Qci Asset Management Inc/ny |
5 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
5 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
5 |
| Deltec Asset Management Llc |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
5 |
| tru Independence LLC |
5 |
| Caas Capital Management Lp |
5 |
| Westport Resources Management Inc |
5 |
| Bank Julius Baer & Co. Ltd, Zurich |
5 |
| Central Bank & Trust Co |
5 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
5 |
| Endex Capital Management Llc |
5 |
| Ziegler Capital Management, LLC |
5 |
| Galaxy Capital Trading Ltd |
5 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
5 |
| Bp Plc |
5 |
| Miller Howard Investments Inc /ny |
5 |
| Capital World Investors |
5 |
| GHP Investment Advisors, Inc. |
5 |
| Verus Capital Partners, Llc |
5 |
| PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A |
5 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
| Essex Financial Services, Inc. |
5 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
5 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
5 |
| Emerald Mutual Fund Advisers Trust |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| Wealth Quarterback LLC |
5 |
| Mirabella Financial Services Llp |
5 |
| WestEnd Advisors, LLC |
5 |
| Earnest Partners Llc |
5 |
| Athena Capital Advisors Llc |
5 |
| Td Private Client Wealth Llc |
5 |
| B. Riley Financial, Inc. |
5 |
| Center for Financial Planning, Inc. |
5 |
| Abound Wealth Management |
5 |
| Carolinas Wealth Consulting Llc |
5 |
| Core Wealth Advisors, Inc. |
5 |
| Bellevue Asset Management, Llc |
5 |
| Thompson Davis & Co., Inc. |
5 |
| Lisanti Capital Growth, LLC |
5 |
| Ikos Cif Ltd |
5 |
| Private Wealth Asset Management, LLC |
5 |
| Alhambra Investment Partners LLC |
5 |
| Spdr S&p Midcap 400 Etf Trust |
5 |
| BlackRock Credit Strategies Fund |
5 |
| Venture Visionary Partners LLC |
5 |
| Rothschild Investment Corp /il |
5 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
5 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
5 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
5 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
5 |
| Lmcg Investments, Llc |
5 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
5 |
| Delta Lloyd Nv |
5 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
5 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
5 |
| L & S Advisors Inc |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
5 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
5 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
5 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
5 |
| Charter Trust Co |
5 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
5 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
5 |
| Kingsview Wealth Management, LLC |
5 |
| PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
5 |
| Natixis Investment Managers International |
5 |
| Mount Lucas Management LP |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
| Quantum Capital Management |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
5 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
5 |
| Integre Asset Management, LLC |
5 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
5 |
| Sun Life Financial Inc |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| Perella Weinberg Partners Capital Management LP |
5 |
| Becker Capital Management Inc |
5 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
5 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| AlphaMark Advisors, LLC |
5 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
5 |
| Hudock, Inc. |
5 |
| VCGAX - VALIC Co I - Growth & Income Fund |
5 |
| Swedbank AB |
5 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
5 |
| Trust Co Of Vermont |
5 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
5 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
5 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
5 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
5 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
| Discovery Capital Management, Llc / Ct |
5 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
5 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
5 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
5 |
| Shinko Asset Management Co., Ltd. |
5 |
| WealthCollab, LLC |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| Sigma Planning Corp |
5 |
| DnB Asset Management AS |
5 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
5 |
| Dynamic Advisor Solutions LLC |
5 |
| Sageworth Trust Co |
5 |
| Shepherd Kaplan Krochuk, Llc |
5 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
5 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
5 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
| Baystate Wealth Management LLC |
5 |
| Edge Wealth Management LLC |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
5 |
| Wunderlich Securities, Inc. |
5 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
5 |
| Trust Department Mb Financial Bank N A |
5 |
| West Oak Capital, LLC |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
5 |
| Savior LLC |
5 |
| Hollencrest Capital Management |
5 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
5 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
5 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
| Crow Point Partners, LLC |
5 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
| Gulf International Bank (UK) Ltd |
5 |
| Tobam |
5 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
5 |
| Strategic Wealth Advisors Group, LLC |
5 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
5 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
5 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
5 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
5 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
5 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
5 |
| DSAM Partners (London) Ltd |
5 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
5 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
5 |
| Norinchukin Bank, The |
5 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
5 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
5 |
| Ssi Investment Management Llc |
5 |
| Exencial Wealth Advisors, Llc |
5 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
| Arrow Financial Corp |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
5 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
5 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
5 |
| Burney Co/ |
5 |
| Partnervest Advisory Services LLC |
5 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
5 |
| Efficient Market Advisors, LLC |
5 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
| Amica Retiree Medical Trust |
5 |
| Frontier Capital Management Co Llc |
5 |
| Amica Pension Fund Board Of Trustees |
5 |
| Van Hulzen Asset Management, LLC |
5 |
| QUANTRES ASSET MANAGEMENT Ltd |
5 |
| King Luther Capital Management Corp |
5 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
5 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
5 |
| Capital Guardian Trust Co |
5 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
| HighPoint Advisor Group LLC |
5 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
5 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
5 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
| Kepos Capital LP |
5 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
5 |
| Paradigm Capital Management Inc/ny |
5 |
| GM Advisory Group, Inc. |
5 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
5 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
5 |
| Kornitzer Capital Management Inc /ks |
5 |
| Sachetta, LLC |
5 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
5 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
5 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
5 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
5 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
5 |
| Cadian Capital Management, Lp |
5 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
5 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
5 |
| Gilder Gagnon Howe & Co Llc |
5 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
5 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
5 |
| Sheaff Brock Investment Advisors, LLC |
5 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
5 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
5 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
| Moisand Fitzgerald Tamayo, LLC |
5 |
| SRB Corp |
5 |
| Andra AP-fonden |
5 |
| Gerber Kawasaki Wealth & Investment Management |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| FDO Partners, LLC |
5 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
5 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
5 |
| NorthRock Partners, LLC |
5 |
| Cramer Rosenthal Mcglynn Llc |
5 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
5 |
| Rakuten Securities, Inc. |
5 |
| BTG Pactual Global Asset Management Ltd |
5 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
5 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
| Dana Investment Advisors, Inc. |
5 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
5 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| Pinkerton Retirement Specialists, LLC |
5 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
5 |
| Profunds - Profund Vp Ultramid-cap |
5 |
| Profunds - Profund Vp Small-cap Growth |
5 |
| Profunds - Profund Vp Small-cap Value |
5 |
| Maplelane Capital, Llc |
5 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
| Tlp Group Llc |
5 |
| Lombard Odier Asset Management (Europe) Ltd |
5 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| Rocky Mountain Advisers, Llc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
5 |
| Park Avenue Institutional Advisers LLC |
5 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
5 |
| Rampart Investment Management Company, LLC |
5 |
| Associated Banc-corp |
5 |
| Trustmark National Bank Trust Department |
5 |
| Bluestein R H & Co |
5 |
| Saba Capital Management, L.P. |
5 |
| Dai-ichi Life Holdings, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
5 |
| Suffolk Capital Management Llc |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
5 |
| Highlander Capital Management, LLC |
5 |
| Institutional & Family Asset Management, Llc |
5 |
| Contrarius Investment Management Ltd |
5 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
5 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
5 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
5 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
5 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
5 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
5 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
5 |
| Tiverton Asset Management Llc |
5 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
| Lebenthal Asset Management, LLC |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
5 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
5 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
5 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
5 |
| Johnson Investment Counsel Inc |
5 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
| Catapult Capital Management Llc |
5 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
5 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
5 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
5 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| City National Bank |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| West Paces Advisors Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| M&g Investment Management Ltd |
5 |
| Legg Mason Investment Counsel, LLC |
5 |
| Amica Mutual Insurance Co |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| Munder Capital Management |
5 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
5 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| Harbour Capital Advisors, LLC |
5 |
| Wilmington Trust, National Association |
5 |
| Wilmington Funds Management Corp |
5 |
| Quad Capital Management Advisors LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
5 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
5 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
5 |
| King Street Capital Management, L.p. |
5 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
5 |
| Qrg Capital Management, Inc. |
5 |
| Chiron Investment Management, LLC |
5 |
| 1060 Capital, LLC |
5 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
5 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
5 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
5 |
| First Capital Advisors Group, LLC. |
5 |
| JJJ Advisors Inc. |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
5 |
| Symmetry Partners, LLC |
5 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
5 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
5 |
| Hartford Mutual Funds Inc/ct |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
5 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
5 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
5 |
| Meadow Creek Investment Management LLC |
5 |
| black-and-white Capital LP |
5 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
| R&F Capital Advisors LP |
5 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
| Ritholtz Wealth Management |
5 |
| Almanack Investment Partners, LLC. |
5 |
| Pinnacle Bancorp, Inc. |
5 |
| YorkBridge Wealth Partners, LLC |
5 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
5 |
| Nbc Securities, Inc. |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
5 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
5 |
| Agf Investments Inc. |
5 |
| Resources Investment Advisors, LLC. |
5 |
| Cape Investment Advisory, Inc. |
5 |
| Standard Life Aberdeen plc |
5 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
5 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
5 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
5 |
| Arlington Partners LLC |
5 |
| Price Wealth Management, Inc. |
5 |
| DC Investments Management, LLC |
5 |
| Kovack Advisors, Inc. |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
5 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
5 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
5 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
5 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
5 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
5 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
5 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
5 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
5 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
5 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
5 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
5 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
5 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
5 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
5 |
| Alkeon Capital Management Llc |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
5 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
5 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
5 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
| EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
5 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
5 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
5 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
5 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
5 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
5 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
5 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
5 |
| Nuveen S&p 500 Buywrite Income Fund |
5 |
| Kilter Group LLC |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| ORG Partners LLC |
5 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
5 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| Commerce Bank |
5 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
5 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
5 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
5 |
| Tri-continental Corp |
5 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
5 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
5 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
5 |
| Pimco Flexible Credit Income Fund |
5 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
| Pimco Income Opportunity Fund |
5 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
5 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
5 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
5 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
5 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
5 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
| Transamerica Partners Funds Group Ii |
5 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
5 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
5 |
| Transamerica Partners Funds Group |
5 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
5 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
5 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
5 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
5 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
5 |
| WIREX - PFS FUNDS - Wireless Fund |
5 |
| Bartlett & Co. Wealth Management Llc |
4 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
4 |
| Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| Northern Oak Wealth Management Inc |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
4 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
4 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
4 |
| Polymer Capital Management (HK) LTD |
4 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
| Capital Investment Counsel, Inc |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| Montag A & Associates Inc |
4 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
4 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
4 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
4 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
4 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
4 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
4 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
4 |
| Nkcfo Llc |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
4 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
4 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| Financial Perspectives, Inc |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| Alpha Cubed Investments, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
4 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
| Rs Investment Management Co Llc |
4 |
| Tredje AP-fonden |
4 |
| Valued Wealth Advisors LLC |
4 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
4 |
| RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
4 |
| Boussard & Gavaudan Investment Management LLP |
4 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
4 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| One Capital Management, LLC |
4 |
| Polaris Wealth Advisory Group, LLC |
4 |
| ISAM Funds (UK) Ltd |
4 |
| Essex Savings Bank |
4 |
| Oarsman Capital, Inc. |
4 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
4 |
| XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
4 |
| Blue Arrow Capital Management Llc |
4 |
| Railway Pension Investments Ltd |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
4 |
| Ivy High Income Opportunities Fund |
4 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
| ARGI Investment Services, LLC |
4 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
4 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
4 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
4 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
4 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
4 |
| RiverFront Investment Group, LLC |
4 |
| Mariner Wealth Advisors-NYC, LLC |
4 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
| Primecap Management Co/ca/ |
4 |
| Peconic Partners Llc |
4 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
4 |
| Balter Liquid Alternatives, LLC |
4 |
| Sigma Capital Management Llc |
4 |
| Caldwell Securities, Inc |
4 |
| Nwam Llc |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| Gyroscope Capital Management Group, Llc |
4 |
| BLPIX - Profunds - Bull Profund Investor Class |
4 |
| EP Wealth Advisors, Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
| RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
4 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| Perimeter Capital Partners, LLC |
4 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
4 |
| Park Place Capital Corp |
4 |
| Balentine LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
4 |
| Banyan Partners, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
4 |
| Cai Capital Management, Inc. |
4 |
| Scoggin Management Lp |
4 |
| Davidson Kempner Capital Management LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
4 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
4 |
| Krilogy Financial LLC |
4 |
| SevenBridge Financial Group, LLC |
4 |
| Vinva Investment Management Ltd |
4 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
4 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
4 |
| Caitlin John, LLC |
4 |
| Colony Group, LLC |
4 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
4 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
4 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
4 |
| Centre Asset Management, LLC |
4 |
| LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
4 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
4 |
| Fulton Bank, N.a. |
4 |
| Pensionfund Sabic |
4 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| Harwood Advisory Group, LLC |
4 |
| Hoey Investments, Inc |
4 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
4 |
| Delphi Private Advisors LLC |
4 |
| Copper Rock Capital Partners, LLC |
4 |
| Pensionfund DSM Netherlands |
4 |
| Foster Dykema Cabot & Partners, Llc |
4 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
4 |
| AdvisorShares Investments LLC |
4 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| Riverview Trust Co |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
| Reston Wealth Management Llc |
4 |
| CrestPoint Capital Management, LLC |
4 |
| Wilmington Trust Investment Management, LLC |
4 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
4 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
4 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
4 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| Legacy Private Trust Co. |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
4 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
4 |
| HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
4 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
4 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
4 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
4 |
| Ibex Wealth Advisors |
4 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
4 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Webster Bank, N. A. |
4 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
4 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
4 |
| Corient Capital Partners, LLC |
4 |
| Dalton Greiner Hartman Maher & Co |
4 |
| Pvg Asset Management Corp |
4 |
| Brookstone Capital Management |
4 |
| StoneX Group Inc. |
4 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
4 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
| AustralianSuper Pty Ltd |
4 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| Pineridge Advisors LLC |
4 |
| SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF |
4 |
| Simon Quick Advisors, Llc |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| Teton Westwood Funds |
4 |
| First Command Bank |
4 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
4 |
| First Command Financial Services, Inc. |
4 |
| Delta Asset Management Llc/tn |
4 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
| Passport Capital, LLC |
4 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
4 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
4 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
4 |
| HHM Wealth Advisors, LLC |
4 |
| Forte Capital Llc /adv |
4 |
| Cribstone Capital Management, LLC |
4 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
4 |
| American National Bank |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
4 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
4 |
| Seeyond |
4 |
| Ibex Investors LLC |
4 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
4 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
4 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
4 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
| American Capital Advisory, LLC |
4 |
| Ossiam |
4 |
| Tillar-Wenstrup Advisors, LLC |
4 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
| Ostrum Asset Management U.s., Llc |
4 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
4 |
| Sumitomo Life Insurance Co |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
4 |
| RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF |
4 |
| Miller/howard High Income Equity Fund |
4 |
| CenturyLink Investment Management Co |
4 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| FormulaFolio Investments, LLC |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| Greenland Capital Management LP |
4 |
| Decatur Capital Management, Inc. |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| Accuvest Global Advisors |
4 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Silver Point Capital L.P. |
4 |
| Global Wealth Management Investment Advisory, Inc. |
4 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Kentucky Retirement Systems Insurance Trust Fund |
4 |
| Flinton Capital Management LLC |
4 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
4 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
4 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| Maven Securities LTD |
4 |
| BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Folger Hill Asset Management LP |
4 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
4 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
4 |
| WealthTrust Fairport, LLC |
4 |
| Oppenheimer Global Multi Strategies Fund |
4 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
4 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
4 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
| Intersect Capital LLC |
4 |
| Wells Fargo Multi-sector Income Fund |
4 |
| Majedie Asset Management Ltd |
4 |
| New Covenant Trust Company, N.A. |
4 |
| Shamrock Asset Management LLC |
4 |
| Banco Santander, S.A. |
4 |
| Baltimore-Washington Financial Advisors, Inc. |
4 |
| Wells Fargo Global Dividend Opportunity Fund |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| VSTIX - VALIC Co I - Stock Index Fund |
4 |
| Capital Financial Planning, LLC |
4 |
| Camarda Financial Advisors, LLC |
4 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
4 |
| Woodson Capital Management, LP |
4 |
| Tremblant Capital Group |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| Standard Life Investments LTD |
4 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| Leonard Capital Management, Inc |
4 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
4 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| Rockefeller Financial Services Inc |
4 |
| Conning Inc. |
4 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
4 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
4 |
| Aspire Private Capital, LLC |
4 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
4 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
4 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
4 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
4 |
| Qtron Investments LLC |
4 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
4 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
4 |
| HighVista Strategies LLC |
4 |
| Ranger Investment Management, L.P. |
4 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
4 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
4 |
| Crawford Lake Capital Management, LLC |
4 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
4 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| Redwood Investments, LLC |
4 |
| Bridgeworth, LLC |
4 |
| IFM Investors Pty Ltd |
4 |
| Clarfeld Financial Advisors, Llc |
4 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
4 |
| Brighton Jones Llc |
4 |
| Pacific Center for Financial Services |
4 |
| Voleon Capital Management Lp |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
4 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
4 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
| Laffer Investments |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
4 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
4 |
| Avalon Advisors, Llc |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
4 |
| Gmt Capital Corp |
4 |
| Omnia Family Wealth, LLC |
4 |
| Syon Capital Llc |
4 |
| BCJ Capital Management, LLC |
4 |
| Ridgewood Investments LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
4 |
| Occidental Asset Management, LLC |
4 |
| PENN SERIES FUNDS INC - Index 500 Fund |
4 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
4 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
4 |
| Deroy & Devereaux Private Investment Counsel Inc |
4 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| Westside Investment Management, Inc. |
4 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
4 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
4 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
4 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
4 |
| Sterling Investment Advisors, Ltd. |
4 |
| Keeley-Teton Advisors, LLC |
4 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
4 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
4 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
4 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
4 |
| Machina Capital S.a.s. |
4 |
| Vigilant Capital Management, LLC |
4 |
| FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
4 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
4 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
4 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
4 |
| FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| Henssler Funds Inc |
4 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
4 |
| Osborne Partners Capital Management, Llc |
4 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
4 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
| LGT Financial Advisors LLC |
4 |
| Glenhill Advisors Llc |
4 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
4 |
| Brown, Lisle/cummings, Inc. |
4 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
4 |
| Delta Lloyd Asset Management N.v. |
4 |
| Ohio National Investments, Inc. |
4 |
| Lynx Investment Advisory |
4 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
| Adams Asset Advisors, LLC |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| WR Wealth Planners, LLC |
4 |
| Ahrens Investment Partners LLC |
4 |
| Leelyn Smith, LLC |
4 |
| Tourbillon Capital Partners, L.P. |
4 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
4 |
| Steel Peak Wealth Management LLC |
4 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
4 |
| Quaker Wealth Management, LLC |
4 |
| Spdr S&p 500 Etf Trust |
4 |
| Mirae Asset Securities (usa) Inc. |
4 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
| Stony Point Capital LLC |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
| NWK Group, Inc. |
4 |
| Nikko Asset Management Americas, Inc. |
4 |
| Thor Advisors, Llc |
4 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
4 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
4 |
| Endurance Wealth Management, Inc. |
4 |
| MU Investments Co., Ltd. |
4 |
| Americana Partners, LLC |
4 |
| Janney Capital Management LLC |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| Column Capital Advisors, LLC |
4 |
| Hyperion Capital Advisors LP |
4 |
| Asio Capital, LLC |
4 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
| Nantahala Capital Management, LLC |
4 |
| Ethic Inc. |
4 |
| Arkadios Wealth Advisors |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| Deseret Mutual Benefit Administrators |
4 |
| XR Securities LLC |
4 |
| Transamerica Partners Portfolios |
4 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
4 |
| Mfs Intermediate Income Trust |
4 |
| Osborn Rohs Williams & Donohoe Ltd |
4 |
| Archer Investment Corp |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
| Weaver Consulting Group |
4 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| Cortina Asset Management, LLC |
4 |
| Kempen Capital Management N.v. |
4 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| RMR Wealth Builders |
4 |
| Jensen Investment Management Inc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
4 |
| Stonehage Fleming Financial Services Holdings Ltd |
4 |
| Honeywell International Inc |
4 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
4 |
| Riposte Capital Llc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
4 |
| Carnick & Kubik, LLC |
4 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
4 |
| Nelson Capital Management, LLC |
4 |
| Northwest Investment Counselors, Llc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
4 |
| Invesco High Income Trust Ii |
4 |
| Eudaimonia Partners, LLC |
4 |
| Optimal Asset Management, Inc. |
4 |
| Royal Fund Management, LLC |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
4 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
4 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
4 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
4 |
| Psagot Investment House Ltd. |
4 |
| Spouting Rock Asset Management, LLC |
4 |
| Kestra Investment Management, LLC |
4 |
| Scout Investments, Inc. |
4 |
| Guyasuta Investment Advisors Inc |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
4 |
| Washington Capital Management Inc |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
4 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
4 |
| Lebenthal Holdings,LLC |
4 |
| Jackson Square Capital, Llc |
4 |
| Burt Wealth Advisors |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
4 |
| Simply Money Advisors |
4 |
| Delaware Enhanced Global Dividend & Income Fund |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
4 |
| BRC Investment Management LLC |
4 |
| Private Bank & Trust Co |
4 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
4 |
| Sanctuary Advisors, LLC |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
4 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
4 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| Rs Variable Products Trust |
4 |
| Family Firm, Inc. |
4 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
4 |
| Cranbrook Wealth Management, LLC |
4 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
4 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
| Gilman Hill Asset Management, LLC |
4 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
4 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
4 |
| Teton Advisors, Inc. |
4 |
| Ashfield Capital Partners, LLC |
4 |
| Stevens First Principles Investment Advisors |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| Canandaigua National Corp |
4 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
| Reliance Trust Co Of Delaware |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
4 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| Ifrah Financial Services, Inc. |
4 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
| MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W |
4 |
| Highline Wealth Partners Llc |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
4 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
4 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
4 |
| Geduld E E |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
4 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
4 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
4 |
| TFC Financial Management |
4 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
4 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
4 |
| Phocas Financial Corp. |
4 |
| Pier Capital, LLC |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Hcim Trust |
4 |
| Usaa Etf Trust |
4 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| Woodmont Investment Counsel Llc |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
4 |
| SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
4 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
4 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| HBK Sorce Advisory LLC |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| Alaska Permanent Fund Corp |
4 |
| Freestone Grove Partners LP |
4 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
| Watershed Asset Management, L.L.C. |
4 |
| Wolff Wiese Magana Llc |
4 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
| Blackrock Debt Strategies Fund, Inc. |
4 |
| Bogle Investment Management L P /de/ |
4 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| Portside Wealth Group, LLC |
4 |
| River Road Asset Management, LLC |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| Veriti Management LLC |
4 |
| EULAV Asset Management |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| Cartenna Capital, LP |
4 |
| Connacht Asset Management LP |
4 |
| Perkins Investment Management, LLC |
4 |
| Vontobel Holding Ltd. |
4 |
| Concord Wealth Partners |
4 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
| Cypress Capital Group |
4 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
4 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| Ksa Capital Management, Llc |
4 |
| Mascagni Wealth Management, Inc. |
4 |
| Horizon Investment Services, LLC |
4 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
4 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
4 |
| Sittner & Nelson, Llc |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| NIXT - EA Series Trust - Research Affiliates Deletions ETF |
4 |
| Patten Group, Inc. |
4 |
| Cornerstone Planning Group LLC |
4 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
4 |
| Pinnacle Financial Partners Inc |
4 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
4 |
| Putnam Premier Income Trust |
4 |
| Kowal Investment Group, LLC |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
4 |
| Manning & Napier Advisors Llc |
4 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
4 |
| Fiduciary Trust Co |
4 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
4 |
| B. Metzler seel. Sohn & Co. Holding AG |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
| Syntax Advisors, Llc |
4 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
4 |
| Tenzing Global Management, LLC |
4 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
4 |
| Halbert Hargrove Global Advisors, Llc |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
4 |
| Pallas Capital Advisors LLC |
4 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
| Arrow Investment Advisors, LLC |
4 |
| Obermeyer Wood Investment Counsel, Lllp |
4 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
4 |
| COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
4 |
| Sierra Capital LLC |
4 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
4 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
4 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
4 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| Schwartz Investment Counsel Inc |
4 |
| Heritage Wealth Management, Llc |
4 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
4 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| Whitnell & Co. |
4 |
| Whipplewood Advisors, LLC |
4 |
| WMS Partners, LLC |
4 |
| Emory University |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
4 |
| Symons Capital Management Inc |
4 |
| Davidson Kempner Partners |
4 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
4 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
4 |
| Oak Thistle LLC |
4 |
| John Hancock Investors Trust |
4 |
| Nemes Rush Group LLC |
4 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
4 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
4 |
| Amplius Wealth Advisors, LLC |
4 |
| Widmann Financial Services, Inc. |
4 |
| Hirtle Callaghan & Co LLC |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| MQS Management LLC |
4 |
| Capricorn Fund Managers Ltd |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| Mane Global Capital Management Lp |
4 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
4 |
| EA Series Trust |
4 |
| Adirondack Trust Co |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
4 |
| Intrust Bank Na |
4 |
| Repertoire Partners LP |
4 |
| Byrne Asset Management LLC |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
4 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
4 |
| Psagot Value Holdings Ltd. / (Israel) |
4 |
| Brave Asset Management Inc |
4 |
| SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| Towle & Co |
4 |
| WealthTrak Capital Management LLC |
4 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
4 |
| Bryce Point Capital, LLC |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| Concentric Capital Strategies, LP |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Baader Bank INC |
4 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
4 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| Range Financial Group LLC |
4 |
| Portolan Capital Management, LLC |
4 |
| Signature Estate & Investment Advisors Llc |
4 |
| First Niagara Bank |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| S&t Bank/pa |
4 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
4 |
| Morningstar Investment Services LLC |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Tiger Management L.l.c. |
4 |
| Artisan Partners Limited Partnership |
4 |
| Dean Capital Management |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Global Assets Advisory, LLC |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
4 |
| Aevitas Wealth Management, Inc. |
4 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
4 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
4 |
| AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF |
4 |
| Delpha Capital Management, Llc |
4 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
4 |
| Truewealth Llc |
4 |
| Sit Investment Associates Inc |
4 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| MYDA Advisors LLC |
4 |
| LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I |
4 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| Ford Financial Group, LLC |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
4 |
| G&S Capital LLC |
4 |
| Trustcore Financial Services, Llc |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
4 |
| Centaurus Financial, Inc. |
4 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
4 |
| SWS Partners |
4 |
| Cyndeo Wealth Partners, LLC |
4 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
4 |
| Squar Milner Financial Services Llc |
4 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
4 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
4 |
| Trilogy Capital Inc. |
4 |
| Avestar Capital, LLC |
4 |
| Keeler THomas Management LLC |
4 |
| One Wealth Advisors, LLC |
4 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
4 |
| Miles Capital, Inc. |
4 |
| PrairieView Partners, LLC |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| Capital Asset Advisory Services LLC |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
4 |
| Cornerstone Wealth Management, LLC |
4 |
| Monument Capital Management |
4 |
| XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund |
4 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
4 |
| Cognios Capital, LLC |
4 |
| Espalier Global Management LLC |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
4 |
| Bear Mountain Capital, Inc. |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
4 |
| Granite Point Capital Management, L.P. |
4 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
4 |
| Institute for Wealth Management, LLC. |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| Profunds - Profund Vp Ultrabull |
4 |
| Profunds - Profund Vp Bull |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| Ssga Master Trust |
4 |
| Jabre Capital Partners S.A. |
4 |
| OmniStar Financial Group, Inc. |
4 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
4 |
| Burleson & Company, LLC |
4 |
| Profunds - Profund Vp Mid-cap Value |
4 |
| Profunds - Profund Vp Large-cap Value |
4 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
4 |
| Lecap Asset Management Ltd |
4 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
4 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
4 |
| Financial Counselors Inc |
4 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
4 |
| Lodge Hill Capital, LLC |
4 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
4 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
4 |
| Bahl & Gaynor Inc |
4 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
4 |
| Qualcomm Inc/de |
4 |
| Gratia Capital, Llc |
4 |
| U S Global Investors Inc |
4 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
4 |
| Cavalier Investments, LLC |
4 |
| Arete Wealth Advisors, LLC |
4 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
4 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
4 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
4 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
4 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
4 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
4 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
4 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
4 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
4 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
4 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
4 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
4 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
4 |
| Li Winifred I |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| Virtus ETF Advisers LLC |
4 |
| Syntal Capital Partners, LLC |
4 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
4 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
4 |
| Exane Asset Management |
4 |
| Old Second National Bank Of Aurora |
4 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
4 |
| Stephens Investment Management Group LLC |
4 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
4 |
| Springhouse Capital Management, LP |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| Pinnacle Associates Ltd |
4 |
| Tributary Capital Management, LLC |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| Granite Investment Partners, LLC |
4 |
| Kalos Management, Inc. |
4 |
| Kemnay Advisory Services Inc. |
4 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
4 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
4 |
| Oliver Luxxe Assets LLC |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| V Wealth Advisors LLC |
4 |
| Euclidean Technologies Management, LLC |
4 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
4 |
| Boston Trust Walden Corp |
4 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| Ruggie Capital Group |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
| GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF |
4 |
| Grove Bank & Trust |
4 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
4 |
| TRUE Private Wealth Advisors |
4 |
| Rowland & Co Investment Counsel/adv |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
4 |
| CLARET ASSET MANAGEMENT Corp |
4 |
| Virginia Retirement System |
4 |
| Capstone Series Fund Inc |
4 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
4 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
4 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
4 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| Bronson Point Management LLC |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
4 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
4 |
| JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
4 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| Concert Wealth Management Inc. |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
4 |
| PVG Asset Management |
4 |
| Atlas Capital Advisors Llc |
4 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
4 |
| Blume Capital Management, Inc. |
4 |
| Spectrum Management Group, LLC |
4 |
| First Business Financial Services, Inc. |
4 |
| Nair Vinay |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
4 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
4 |
| Apriem Advisors |
4 |
| Highland Capital Management, Llc |
4 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
4 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
4 |
| Summit Street Capital Management, LLC |
4 |
| Elo Mutual Pension Insurance Co |
4 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
4 |
| Mraz, Amerine & Associates, Inc. |
4 |
| Richard Bernstein Advisors LLC |
4 |
| Frazier Financial Advisors, LLC |
4 |
| Platte River Capital LLC |
4 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
4 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
| Capital Wealth Planning, LLC |
4 |
| Silvant Capital Management LLC |
4 |
| Piermont Capital Management LLC |
4 |
| JS Capital Management LLC |
4 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
4 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
4 |
| Counsel Portfolio Services Inc. |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| First National Bank Of Omaha |
4 |
| CR Intrinsic Investors, LLC |
4 |
| Ceredex Value Advisors LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
4 |
| Sentinel Asset Management, Inc. |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| Connors Investor Services Inc |
4 |
| McGlone Suttner Wealth Management, Inc. |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| Credit Industriel Et Commercial |
4 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
4 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| Greenline Partners, LLC |
4 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
4 |
| Schwab Charitable Fund |
4 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
4 |
| RWC Asset Management LLP |
4 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| AMF Pensionsforsakring AB |
4 |
| Oakworth Capital, Inc. |
4 |
| Crestline Management, LP |
4 |
| Premier Asset Management Llc |
4 |
| Kessler Investment Group, LLC |
4 |
| Usca Ria Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| Mandatum Life Insurance Co Ltd |
4 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| Redpoint Investment Management Pty Ltd |
4 |
| Trust Co |
4 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
4 |
| National Pension Service |
4 |
| Biltmore Wealth Management, LLC |
4 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
4 |
| Mission Wealth Management, Lp |
4 |
| Allegis Investment Advisors, LLC |
4 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
4 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
4 |
| Capital One, National Association |
4 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
4 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| Cleararc Capital Inc |
4 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| Equitable Holdings, Inc. |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
| Orinda Asset Management LLC |
4 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| Clearline Capital LP |
4 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
4 |
| Otter Creek Advisors, LLC |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Ninety One UK Ltd |
4 |
| WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares |
4 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
4 |
| Vanguard Morgan Growth Fund |
4 |
| Deer Park Road Corp |
3 |
| Gagnon Securities Llc |
3 |
| Harvest Capital Strategies LLC |
3 |
| K2 Principal Fund, L.p. |
3 |
| Select Equity Group, L.P. |
3 |
| Heartland Advisors Inc |
3 |
| Oasis Management Co Ltd. |
3 |
| Wasatch Advisors Inc |
3 |
| Third Point LLC |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| York Capital Management Global Advisors, LLC |
3 |
| Osterweis Capital Management Inc |
3 |
| Southpoint Capital Advisors LP |
3 |
| Capital Research Global Investors |
3 |
| Ardsley Advisory Partners Lp |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| Cohen & Steers, Inc. |
3 |
| Viking Global Investors Lp |
3 |
| Venator Capital Management Ltd. |
3 |
| Miller Value Partners, Llc |
3 |
| Aristides Capital LLC |
3 |
| Park West Asset Management LLC |
3 |
| Dodge & Cox |
3 |
| Senvest Management, LLC |
3 |
| Parnassus Investments /ca |
3 |
| Capital International Investors |
3 |
| Eidelman Virant Capital |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| Meritage Group LP |
3 |
| Nicholas Company, Inc. |
3 |
| Cloverdale Capital Management, LLC |
3 |
| Hellman Jordan Management Co Inc /ma/ |
3 |
| Albion Financial Group /ut |
3 |
| Ada Investment Management, LP |
3 |
| Ccm Investment Advisers Llc |
3 |
| Accident Compensation Corp |
3 |
| True Bearing Asset Management LP |
3 |
| Cambridge Financial Group, Inc. |
3 |
| Contrarian Capital Management, L.l.c. |
3 |
| Disciplined Growth Investors Inc /mn |
3 |
| Chilton Capital Management Llc |
3 |
| Granahan Investment Management Inc/ma |
3 |
| Atlanta Capital Management Co L L C |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Marsico Capital Management Llc |
3 |
| Keeley Asset Management Corp |
3 |
| Roosevelt Investment Group Llc |
3 |
| Argent Capital Management Llc |
3 |
| Ronald Blue & Co Llc |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Pergamon Offshore Advisors, L.P. |
3 |
| Haverford Financial Services, Inc. |
3 |
| Forward Management, LLC |
3 |
| Aviance Capital Management, Llc |
3 |
| Courier Capital Llc |
3 |
| Birinyi Associates Inc |
3 |
| Buckhead Capital Management Llc |
3 |
| Cornerstone Advisors Inc |
3 |
| Apex Capital Management |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Bingham Osborn & Scarborough Llc |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| Polaris Capital Management, LLC |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| London Co Of Virginia |
3 |
| Ingalls & Snyder Llc |
3 |
| Philadelphia Trust Co |
3 |
| Vanguard Windsor Funds |
3 |
| Madison Investment Holdings Inc |
3 |
| Columbia Partners L L C Investment Management |
3 |
| Mastrapasqua Asset Management Inc |
3 |
| Seizert Capital Partners, Llc |
3 |
| Douglass Winthrop Advisors, LLC |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| AMG National Trust Bank |
3 |
| Investors Capital Advisory Services |
3 |
| Palouse Capital Management, Inc. |
3 |
| Tdam Usa Inc. |
3 |
| Geneva Advisors, LLC |
3 |
| Financial Engines Advisors L.L.C. |
3 |
| Busey Wealth Management |
3 |
| Main Street Research LLC |
3 |
| Court Place Advisors, LLC |
3 |
| Advisory Alpha, LLC |
3 |
| Roble, Belko & Company, Inc |
3 |
| Formidable Asset Management, LLC |
3 |
| Diker Management Llc |
3 |
| Gamble Jones Investment Counsel |
3 |
| Bourgeon Capital Management Llc |
3 |
| Sawgrass Asset Management Llc |
3 |
| Pictet & Cie (Europe) SA |
3 |
| Princeton Capital Management Llc |
3 |
| Grimes & Company, Inc. |
3 |
| Confluence Investment Management Llc |
3 |
| British Airways Pensions Investment Management Ltd |
3 |
| Hood River Capital Management LLC |
3 |
| Bank Pictet & Cie (asia) Ltd |
3 |
| LBA Wealth Management, LLC |
3 |
| Iberiabank Corp |
3 |
| FirstMerit Bank N A Trustee |
3 |
| Apollo Management Holdings, L.P. |
3 |
| Cypress Wealth Advisors LLC |
3 |
| Genesis Wealth Advisors, LLC |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| Us Financial Advisors, Llc |
3 |
| Beacon Capital Management, Inc. |
3 |
| LifePlan Financial Group, Inc |
3 |
| Achievement Holdings L.P. |
3 |
| First Foundation Advisors |
3 |
| Thomas White International Ltd |
3 |
| Hays Advisory Llc |
3 |
| Dearborn Partners Llc |
3 |
| Tower Bridge Advisors |
3 |
| Epoch Investment Partners, Inc. |
3 |
| Knightsbridge Asset Management, Llc |
3 |
| Azimuth Capital Management LLC |
3 |
| Southeast Asset Advisors Inc. |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Welch & Forbes Llc |
3 |
| National Penn Investors Trust Co /pa |
3 |
| Headinvest, Llc |
3 |
| IPG Investment Advisors LLC |
3 |
| Mork Capital Management, LLC |
3 |
| Private Capital Advisors, Inc. |
3 |
| Kings Point Capital Management |
3 |
| VSR Financial Services, Inc. |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| Nichols Asset Management LLC |
3 |
| Barrett Asset Management, LLC |
3 |
| Spinnaker Trust |
3 |
| Columbia Wanger Asset Management Llc |
3 |
| Garnet Equity Capital Holdings, Inc. |
3 |
| Colonial Trust Advisors |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| Griffin Asset Management, Inc. |
3 |
| Strategy Asset Managers Llc |
3 |
| KAMES CAPITAL plc |
3 |
| Garde Capital, Inc. |
3 |
| Morgens Waterfall Vintiadis & Co Inc |
3 |
| First United Bank Trust/ |
3 |
| Sii Investments Inc/wi |
3 |
| Investment Centers Of America Inc |
3 |
| Atwood & Palmer Inc |
3 |
| Texas Yale Capital Corp. |
3 |
| Lourd Capital, LLC |
3 |
| Haverford Trust Co |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| Hermes Investment Management Ltd |
3 |
| Perpetual Ltd |
3 |
| Wright Investors Service Inc |
3 |
| Ballentine Partners, LLC |
3 |
| Whalerock Point Partners, Llc |
3 |
| Callahan Advisors, LLC |
3 |
| Diligent Investors, LLC |
3 |
| First Dallas Securities Inc. |
3 |
| Tiedemann Advisors, Llc |
3 |
| Rezny Wealth Management, Inc. |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Windward Capital Management Co /ca |
3 |
| Hyman Charles D |
3 |
| Marquette Asset Management, LLC |
3 |
| Randolph Co Inc |
3 |
| Community Financial Services Group, LLC |
3 |
| Camelot Portfolios, LLC |
3 |
| St Germain D J Co Inc |
3 |
| Dowling & Yahnke Llc |
3 |
| Coastline Trust Co |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Wellington Shields & Co., LLC |
3 |
| Barometer Capital Management Inc. |
3 |
| Field & Main Bank |
3 |
| Chase Investment Counsel Corp |
3 |
| Capital Management Associates /ny/ |
3 |
| Bridges Investment Management Inc |
3 |
| Jlb & Associates Inc |
3 |
| Guild Investment Management, Inc. |
3 |
| D. Scott Neal, Inc. |
3 |
| Prentiss Smith & Co Inc |
3 |
| Dumont & Blake Investment Advisors Llc |
3 |
| Visionary Asset Management, Inc. |
3 |
| Davidson Investment Advisors |
3 |
| Metropolitan Capital Advisors Inc |
3 |
| Kovitz Investment Group, LLC |
3 |
| Raymond James Trust N.a. |
3 |
| Capital Impact Advisors, LLC |
3 |
| Solaris Asset Management Llc |
3 |
| CI Global Investments Inc. |
3 |
| FT Options LLC |
3 |
| Harfst & Associates, Inc. |
3 |
| Newfound Research LLC |
3 |
| TradeLink Capital LLC |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Zwj Investment Counsel Inc |
3 |
| Flossbach Von Storch Ag |
3 |
| Bray Capital Advisors |
3 |
| Isthmus Partners, Llc |
3 |
| DT Investment Partners, LLC |
3 |
| Cordasco Financial Network |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Hartford Financial Management Inc. |
3 |
| Hexavest Inc. |
3 |
| Cumberland Partners Ltd |
3 |
| Torch Wealth Management LLC |
3 |
| Oakwood Capital Management Llc/ca |
3 |
| Catawba Capital Management /va |
3 |
| Winch Advisory Services, LLC |
3 |
| Kwmg, Llc |
3 |
| Eastern Bank |
3 |
| New Century Investment Management, Inc |
3 |
| Cohen Klingenstein LLC |
3 |
| Cohen Capital Management, Inc. |
3 |
| Donald L. Hagan, LLC |
3 |
| City Holding Co |
3 |
| BLB&B Advisors, LLC |
3 |
| Fruth Investment Management |
3 |
| Spirit Of America Management Corp/ny |
3 |
| IMS Capital Management |
3 |
| First Financial Corp /in/ |
3 |
| Telemus Capital, Llc |
3 |
| First PREMIER Bank |
3 |
| Cullinan Associates Inc |
3 |
| Country Trust Bank |
3 |
| Exchange Capital Management, Inc. |
3 |
| Perkins Coie Trust Co |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Dakota Wealth Management |
3 |
| Deane Retirement Strategies, Inc. |
3 |
| Daiwa SB Investments Ltd. |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| Kistler-Tiffany Companies, LLC |
3 |
| Beacon Financial Group |
3 |
| Toth Financial Advisory Corp |
3 |
| Modera Wealth Management, LLC |
3 |
| Moody National Bank Trust Division |
3 |
| Kcm Investment Advisors Llc |
3 |
| Logan Capital Management Inc |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| ACG Wealth |
3 |
| Pacific Ridge Capital Partners, LLC |
3 |
| NewFocus Financial Group, LLC |
3 |
| Pinnacle Wealth Management Advisory Group, LLC |
3 |
| Empirical Capital Management, LLC |
3 |
| Foster & Motley Inc |
3 |
| BSW Wealth Partners |
3 |
| Lyon Street Capital, LLC |
3 |
| Willingdon Wealth Management |
3 |
| Ironwood Financial, llc |
3 |
| Ws Management Lllp |
3 |
| United Asset Strategies, Inc. |
3 |
| Garcia Hamilton & Associates Lp/de |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| AllSquare Wealth Management LLC |
3 |
| Destination Wealth Management |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| Alerus Investment Advisors Corp |
3 |
| Morgan Dempsey Capital Management Llc |
3 |
| Summit Financial Wealth Advisors, LLC |
3 |
| First American Trust, Fsb |
3 |
| Searle & Co. |
3 |
| Koch Industries Inc |
3 |
| Piershale Financial Group, Inc. |
3 |
| Somerset Trust Co |
3 |
| AlphaOne Investment Services, LLC |
3 |
| Ionic Capital Management LLC |
3 |
| PCJ Investment Counsel Ltd. |
3 |
| Fairfield, Bush & Co. |
3 |
| Foyston, Gordon, & Payne Inc |
3 |
| Altavista Wealth Management, Inc. |
3 |
| Saiers Capital, LLC |
3 |
| Lyons Wealth Management, LLC. |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| Crestwood Advisors Group LLC |
3 |
| Columbia Asset Management |
3 |
| Tuttle Tactical Management LLC |
3 |
| HWG Holdings LP |
3 |
| Bank of Kentucky, Inc. |
3 |
| Haberer Registered Investment Advisor Inc |
3 |
| Salient Capital Advisors, LLC |
3 |
| Sanders Morris Harris Llc |
3 |
| Kleinwort Benson Investors Dublin Ltd |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| Cornerstone Advisory, LLC |
3 |
| WealthPLAN Partners, LLC |
3 |
| Clean Yield Group |
3 |
| Atlantic Union Bankshares Corp |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| Trust Asset Management LLC |
3 |
| Arcus Capital Partners, LLC |
3 |
| Horan Securities, Inc. |
3 |
| Douglas Lane & Associates, LLC |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| Schooner Investment Group, LLC. |
3 |
| Overland Advisors, LLC |
3 |
| Blackstone Group Inc |
3 |
| Zions Trust, National Association |
3 |
| Warberg Asset Management LLC |
3 |
| Appaloosa Lp |
3 |
| Pt Asset Management, Llc |
3 |
| Ally Financial Inc. |
3 |
| Howard Hughes Medical Institute |
3 |
| Crawford Investment Counsel Inc |
3 |
| Verity Asset Management, Inc. |
3 |
| Kalmar Investments Inc /de/ |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| Wealthsource Partners, Llc |
3 |
| Fort, L.p. |
3 |
| MKP Capital Management, L.L.C. |
3 |
| Suvretta Capital Management, Llc |
3 |
| Sterling Ridge Capital Management LP |
3 |
| Moon Capital Management Lp |
3 |
| Opera Trading Capital |
3 |
| TCTC Holdings, LLC |
3 |
| Silicon Valley Capital Partners |
3 |
| Atika Capital Management LLC |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| Hefty Wealth Partners |
3 |
| Twin Focus Capital Partners, Llc |
3 |
| Allstate Corp |
3 |
| D.C. Capital Advisors, Ltd |
3 |
| SkyBridge Capital II, LLC |
3 |
| Orbitronix, LP |
3 |
| Summit Partners Public Asset Management, Llc |
3 |
| Advocacy Wealth Management Services, LLC |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Gardner Lewis Asset Management L P |
3 |
| Westport Asset Management Inc |
3 |
| Kernodle & Katon Asset Management Group, LLC |
3 |
| Blue Rock Advisors, LLC |
3 |
| Cannell Peter B & Co Inc |
3 |
| Olstein Capital Management, L.P. |
3 |
| Payden & Rygel |
3 |
| CWA Asset Management Group, LLC |
3 |
| Capital Growth Management Lp |
3 |
| Wall Street Associates |
3 |
| Indices-Pac Research Corp. |
3 |
| Green Arrow Capital Management Llc |
3 |
| Bodri Capital Management, LLC |
3 |
| Pco Investment Management Lp |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| First Citizens Bancorporation Inc |
3 |
| Kms Financial Services, Inc |
3 |
| McAdams Wright Ragen, Inc. |
3 |
| Telluride Asset Management LLC |
3 |
| Jackson, Grant Investment Advisers, Inc. |
3 |
| Alerus Financial Na |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| Bellwether Investment Group, LLC |
3 |
| Peregrine Capital Management Llc |
3 |
| HMS Capital Management, LLC |
3 |
| Fisher William Sydney |
3 |
| Fisher John J |
3 |
| First Bank & Trust |
3 |
| Norway Savings Bank |
3 |
| Mascoma Wealth Management LLC |
3 |
| Radnor Capital Management, LLC |
3 |
| Rainier Group Investment Advisory LLC |
3 |
| Private Advisory Group LLC |
3 |
| JT Stratford LLC |
3 |
| Perennial Advisors, LLC |
3 |
| McAdam, LLC |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Cpwm, Llc |
3 |
| Meridian Wealth Management, LLC |
3 |
| Adviser Investments LLC |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| Intellectus Partners, LLC |
3 |
| Divisar Capital Management LLC |
3 |
| Fortis Advisors, LLC |
3 |
| Doyle Wealth Management |
3 |
| Israel Discount Bank of New York |
3 |
| Circle Wealth Management, LLC |
3 |
| Crescent Grove Advisors, LLC |
3 |
| Tiaa, Fsb |
3 |
| Capital Bank & Trust Co |
3 |
| Donoghue Forlines LLC |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Legacy Advisors, LLC |
3 |
| IFG Advisory, LLC |
3 |
| Ballew Advisors, Inc |
3 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| Voya Emerging Markets High Dividend Equity Fund |
3 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
3 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
3 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
3 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| Allianzgi Diversified Income & Convertible Fund |
3 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| Blackstone / Gso Strategic Credit Fund |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| Blackstone / Gso Long-short Credit Income Fund |
3 |
| Blackstone / Gso Senior Floating Rate Term Fund |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
3 |
| JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| Us Global Investors Funds |
3 |
| PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| Madison Covered Call & Equity Strategy Fund |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
3 |
| DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
| Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
3 |
| John Hancock Income Securities Trust |
3 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
3 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
3 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
3 |
| Ab Pooling Portfolios |
3 |
| Manning & Napier Group, LLC |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Independence Bank of Kentucky |
3 |
| Signition Lp |
3 |
| Keystone Financial Group |
3 |
| Arjuna Capital |
3 |
| Redwood Investment Management, Llc |
3 |
| Mutual Advisors, LLC |
3 |
| Midwest Professional Planners, LTD. |
3 |
| Lucia Wealth Services, Llc |
3 |
| Parisi Gray Wealth Management |
3 |
| Icon Wealth Partners, LLC |
3 |
| 180 Wealth Advisors, Llc |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| DiMeo Schneider & Associates, L.L.C. |
3 |
| 6 Meridian |
3 |
| Clifford Capital Partners Llc |
3 |
| Thames Capital Management Llc |
3 |
| First Command Advisory Services, Inc. |
3 |
| Lake Street Advisors Group, Llc |
3 |
| Pfs Investments Inc. |
3 |
| Weil Company, Inc. |
3 |
| Seelaus Asset Management LLC |
3 |
| Virtue Capital Management, LLC |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| Certified Advisory Corp |
3 |
| Marino, Stram & Associates Llc |
3 |
| Centerpoint Advisors, LLC |
3 |
| Nvwm, Llc |
3 |
| Varma Mutual Pension Insurance Co |
3 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
3 |
| West Branch Capital LLC |
3 |
| Hc Financial Advisors Inc |
3 |
| Elmwood Wealth Management, Inc. |
3 |
| Change Path, LLC |
3 |
| Howard Capital Management Inc. |
3 |
| Chesapeake Wealth Management |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| North Growth Management Ltd. |
3 |
| Boenning & Scattergood, Inc. |
3 |
| Equitable Trust Co |
3 |
| Monte Financial Group, LLC |
3 |
| SPX Equities Gestao de Recursos Ltda |
3 |
| Kavar Capital Partners, LLC |
3 |
| AIA Group Ltd |
3 |
| AIA Investment Management Private Ltd |
3 |
| Impax Asset Management Group plc |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| Second Nature Series Trust |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Lavaca Capital Llc |
3 |
| Hayden Royal, Llc |
3 |
| Enlightenment Research, LLC |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| Personal Wealth Partners |
3 |
| Costello Asset Management, INC |
3 |
| Insight Wealth Strategies, LLC |
3 |
| Next Capital Management LLC |
3 |
| Aptus Capital Advisors, LLC |
3 |
| TrinityPoint Wealth, LLC |
3 |
| Apollon Wealth Management, LLC |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| Broad Bay Capital Management, LP |
3 |
| Semmax Financial Advisors Inc. |
3 |
| Nishkama Capital, LLC |
3 |
| Ostrum Asset Management |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Brandywine Oak Private Wealth Llc |
3 |
| Edge Capital Group, LLC |
3 |
| Bain Capital Public Equity Management Ii, Llc |
3 |
| Mid Atlantic Financial Management Inc/adv |
3 |
| Manchester Financial Inc |
3 |
| Princeton Global Asset Management LLC |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Comerica Securities,inc. |
3 |
| Bremer Bank National Association |
3 |
| Arden Trust Co |
3 |
| III Capital Management |
3 |
| Legend Financial Advisors, Inc. |
3 |
| Patton Fund Management, Inc. |
3 |
| Arden Investment Series Trust |
3 |
| Stonehage Fleming (uk) Ltd |
3 |
| Avion Wealth |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Ilmarinen Mutual Pension Insurance Co |
3 |
| ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
3 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
3 |
| MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A |
3 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
3 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
3 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
3 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
3 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
3 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
3 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
| ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
| CGMFX - CGM TRUST - CGM Focus Fund |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
3 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
3 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
3 |
| BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
3 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
3 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
3 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
3 |
| RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
3 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
3 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
3 |
| VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
3 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
3 |
| QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
3 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
3 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
3 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
3 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
3 |
| DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
3 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
| LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
| RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Profunds - Profund Vp Mid-cap Growth |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
3 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
3 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
3 |
| AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
3 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF |
3 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
3 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
3 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
3 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
3 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
3 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
3 |
| CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares |
3 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
3 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
3 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| Dfa Investment Trust Co - The Emerging Markets Series |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
3 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
3 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
3 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
3 |
| HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
3 |
| FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
3 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
3 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
3 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
| AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
3 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
3 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
3 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class |
3 |
| CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
3 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
| IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
3 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
3 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
3 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
3 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
3 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
3 |
| NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
3 |
| EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
3 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
3 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
3 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
3 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
3 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
| FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
| PFG Private Wealth Management, LLC |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
3 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
3 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
3 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
3 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
3 |
| VCIGX - VALIC Co I - Dividend Value Fund |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
3 |
| VCCBX - VALIC Co II - Core Bond Fund |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| EWG Elevate Inc. |
3 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
3 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
3 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
3 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
3 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
| ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
3 |
| RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
3 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
3 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
3 |
| NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
3 |
| S.A. Mason LLC |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| Verdence Capital Advisors LLC |
3 |
| Cfm Wealth Partners Llc |
3 |
| Atticus Wealth Management, Llc |
3 |
| Pacifica Partners Inc. |
3 |
| Samalin Investment Counsel, LLC |
3 |
| Horizon Bancorp Inc /in/ |
3 |
| Professional Financial Advisors, LLC |
3 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Madison Asset Management, LLC |
3 |
| Pinpoint Asset Management Ltd |
3 |
| L2 Asset Management, LLC |
3 |
| Teamwork Financial Advisors, LLC |
3 |
| Atreides Management, LP |
3 |
| Xtx Markets Llc |
3 |
| Capital Advisory Group Advisory Services, LLC |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| Hohimer Wealth Management, Llc |
3 |
| Bayberry Capital Partners LP |
3 |
| Great Lakes Retirement, Inc. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| FSA Wealth Management LLC |
3 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
| Danda Trouve Investment Management, Inc. |
3 |
| HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class |
3 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| GlobalBridge, Inc. |
3 |
| Graypoint LLC |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Walled Lake Planning & Wealth Management, Llc |
3 |
| MBEQX - M FUND INC - M International Equity Fund |
3 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
3 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
3 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
3 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
3 |
| RKEMX - Gallery Trust - ROTHKO EMERGING MARKETS EQUITY FUND Rothko Emerging Markets Equity Fund |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A |
3 |
| Crawford Fund Management, LLC |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| Atlas Private Wealth Advisors |
3 |
| WFA of San Diego, LLC |
3 |
| Platinum Grove Asset Management, LP |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
3 |
| IBUY - Amplify ETF Trust - Amplify Online Retail ETF |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
| First Trust High Yield Opportunities 2027 Term Fund |
3 |
| IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| Planned Solutions, Inc. |
3 |
| Horizon Financial Services, Llc |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C |
3 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
3 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
3 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
3 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
| McClarren Financial Advisors, Inc. |
3 |
| Bellwether Advisors, LLC |
3 |
| Flagship Private Wealth, LLC |
3 |
| E Fund Management Co., Ltd. |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Leverage Partners Absolute Return Fund SPC |
3 |
| Golden State Equity Partners |
3 |
| Wd Rutherford Llc |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| CBOE Vest Financial, LLC |
3 |
| Insight Advisors, LLC/ PA |
3 |
| Allegheny Financial Group LTD |
3 |
| Annapolis Financial Services, LLC |
3 |
| IAG Wealth Partners, LLC |
3 |
| Privium Fund Management (UK) Ltd |
3 |
| Altus Wealth Group LLC |
3 |
| TCG Advisory Services, LLC |
3 |
| Charter Oak Capital Management, LLC |
3 |
| Legacy Capital Wealth Partners, LLC |
3 |
| True Link Financial Advisors, LLC |
3 |
| Hoese & Co LLP |
3 |
| F/M Investments LLC |
3 |
| Wolf Hill Capital Management, LP |
3 |
| Colonial River Wealth Management, LLC |
3 |
| Kozak & Associates, Inc. |
3 |
| SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
3 |
| VELA Funds - VELA Large Cap 130/30 Fund Class I |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| Childress Capital Advisors, Llc |
3 |
| Curi Wealth Management, LLC |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Legacy Wealth Asset Management, LLC |
3 |
| Everhart Financial Group, Inc. |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
3 |
| Piscataqua Savings Bank |
3 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
3 |
| Capitolis Advisors LLC |
3 |
| PIMCO Dynamic Income Opportunities Fund |
3 |
| Kb Financial Partners, Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
| Soviero Asset Management, LP |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| Eagle Bay Advisors LLC |
3 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
| Accurate Wealth Management, LLC |
3 |
| EOPS - Emles Trust - Emles Alpha Opportunities ETF |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| ACSI - Tidal ETF Trust - American Customer Satisfaction ETF |
3 |
| FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
3 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
| FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
3 |
| ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| Herold Advisors, Inc. |
3 |
| Smith Group Asset Management, LLC |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
3 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
3 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
| Badgley Phelps Wealth Managers, LLC |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| Wedmont Private Capital |
3 |
| Vahanian & Associates Financial Planning Inc. |
3 |
| James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
3 |
| James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| Wayfinding Financial, LLC |
3 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
| Carmel Capital Partners, LLC |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Buckingham Strategic Partners |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Red Tortoise LLC |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Operose Advisors LLC |
3 |
| New Millennium Group LLC |
3 |
| Options Solutions, Llc |
3 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
3 |
| Simplicity Wealth,LLC |
3 |
| Bill Few Associates, Inc. |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| LGT Group Foundation |
3 |
| Empirical Asset Management, LLC |
3 |
| EHP Funds Inc. |
3 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
3 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
3 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
3 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
| FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| Two Roads Shared Trust - Conductor Global Equity Value ETF |
3 |
| Creative Capital Management Investments LLC |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Fiduciary Alliance LLC |
3 |
| RFP Financial Group LLC |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| New England Capital Financial Advisors LLC |
3 |
| Arista Wealth Management, LLC |
3 |
| Cercano Management LLC |
3 |
| Hook Mill Capital Partners, LP |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| Register Financial Advisors LLC |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
| Portman Square Capital LLP |
3 |
| Callan Family Office, LLC |
3 |
| Two Roads Shared Trust - Hypatia Women CEO ETF |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
| FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| 25 Llc |
3 |
| ABLE Financial Group, LLC |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
3 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
3 |
| Dunhill Financial, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
3 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
3 |
| Norden Group Llc |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF |
3 |
| Premier Path Wealth Partners, LLC |
3 |
| FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| Cetera Trust Company, N.A |
3 |
| Partnership Wealth Management, LLC |
3 |
| Evergreen Private Wealth LLC |
3 |
| New Century Financial Group, LLC |
3 |
| ClearAlpha Technologies LP |
3 |
| Williamson Legacy Group, LLC |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Planning Capital Management Corp |
3 |
| Sierra Summit Advisors Llc |
3 |
| VMAX - Lattice Strategies Trust - Hartford US Value ETF |
3 |
| CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
| Creekmur Asset Management LLC |
3 |
| Fairman Group, LLC |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| Diversify Advisory Services, LLC |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Hilltop National Bank |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| Gen-Wealth Partners Inc |
3 |
| Vista Investment Partners Llc |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
3 |
| Wealthgarden F.s. Llc |
3 |
| Cromwell Holdings LLC |
3 |
| Principia Wealth Advisory, LLC |
3 |
| XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
3 |
| HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| Decker Retirement Planning Inc. |
3 |
| Heck Capital Advisors, LLC |
3 |
| Stonebridge Financial Group, LLC |
3 |
| Silphium Asset Management Ltd |
3 |
| Synergy Investment Management, LLC |
3 |
| Madison Investment Advisors, LLC |
3 |
| Hughes Financial Services, LLC |
3 |
| denkapparat Operations GmbH |
3 |
| Richards, Merrill & Peterson, Inc. |
3 |
| Farringdon Capital, Ltd. |
3 |
| Raiffeisen Bank International AG |
3 |
| Banque Transatlantique SA |
3 |
| PharVision Advisers, LLC |
3 |
| Mpwm Advisory Solutions, Llc |
3 |
| Capital A Wealth Management, LLC |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| PKO Investment Management Joint-Stock Co |
3 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
3 |
| Stance Capital Llc |
3 |
| North Capital, Inc. |
3 |
| Abn Amro Investment Solutions |
3 |
| Winnow Wealth Llc |
3 |
