| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
80 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
78 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
75 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
73 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
72 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
70 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
68 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
68 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
68 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
66 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
66 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
64 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
63 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
62 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
62 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
62 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
60 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
59 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
58 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
57 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
55 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
54 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
52 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
50 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
49 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
47 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
46 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
45 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
41 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
41 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
41 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
40 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
39 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
34 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
31 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
30 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
29 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
27 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
26 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
26 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
26 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
25 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
24 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
23 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
23 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
23 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
21 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
21 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
20 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
20 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
19 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
19 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
19 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
19 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
18 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
18 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
18 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
18 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
18 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
18 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
18 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
17 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
17 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
17 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
17 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
16 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
16 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
16 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
16 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
16 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
15 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
15 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
15 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
15 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
15 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
15 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
13 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
13 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
13 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
13 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
13 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
13 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
13 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
13 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
13 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
12 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
12 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
12 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
12 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
12 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
12 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
12 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
12 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
12 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
12 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
12 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
11 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
11 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
11 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
11 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
11 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
11 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
11 |
| VCBDX - VALIC Co I - Core Bond Fund |
11 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
11 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
11 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
11 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
11 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
10 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
10 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
10 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
10 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
10 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
10 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
10 |
| FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF |
10 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
10 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
10 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
10 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
10 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
10 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
10 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
10 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
10 |
| College Retirement Equities Fund |
10 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
10 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
9 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
9 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
9 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
9 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
9 |
| SG Americas Securities, LLC |
9 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
9 |
| Barclays Plc |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
9 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
9 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
9 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
9 |
| Hartford Mutual Funds Inc/ct |
9 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
9 |
| Manager Directed Portfolios - Pemberwick Fund Shares |
9 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
9 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
9 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
9 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
9 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
9 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
9 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
9 |
| VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF |
9 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
9 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
9 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
9 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
9 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
9 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
9 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
9 |
| Citadel Advisors Llc |
8 |
| Jpmorgan Chase & Co |
8 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
8 |
| FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
8 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
8 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
8 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
8 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
8 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
8 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
8 |
| Morgan Stanley |
8 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
8 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
8 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
8 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
8 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
8 |
| Citigroup Inc |
8 |
| Royal Bank Of Canada |
8 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
8 |
| Wells Fargo & Company/mn |
8 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
8 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
8 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
8 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
8 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
8 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
8 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
8 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
8 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
8 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
8 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
8 |
| Bank Of America Corp /de/ |
8 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
8 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
8 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
8 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
8 |
| Millennium Management Llc |
7 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
7 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
7 |
| Cornerstone Planning Group LLC |
7 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
7 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
7 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
7 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
7 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
7 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
| Creative Planning |
7 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
7 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
7 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
7 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
7 |
| Cwm, Llc |
7 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
7 |
| Ubs Ag |
7 |
| Tower Research Capital LLC (TRC) |
7 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
7 |
| Goldman Sachs Group Inc |
7 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
7 |
| State Street Corp |
7 |
| D. E. Shaw & Co., Inc. |
7 |
| BlackRock, Inc. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
| Bank of New York Mellon Corp |
7 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
7 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
7 |
| Invesco Ltd. |
7 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
7 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
7 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
7 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
7 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
7 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
7 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
7 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
7 |
| Dimensional Fund Advisors Lp |
7 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
7 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
7 |
| Calvert Impact Fund Inc |
7 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
7 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
7 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
7 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
7 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
7 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
7 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
7 |
| Susquehanna International Group, Llp |
7 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
7 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
7 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
7 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
7 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
7 |
| BlackRock Fund Advisors |
7 |
| Deutsche Bank Ag\ |
7 |
| Bridgeway Capital Management Inc |
6 |
| Advisor Group Holdings, Inc. |
6 |
| Managed Account Advisors Llc |
6 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
6 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
6 |
| Private Trust Co Na |
6 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
6 |
| Jane Street Group, Llc |
6 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
6 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
6 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| Neuberger Berman Group LLC |
6 |
| Captrust Financial Advisors |
6 |
| PEAK6 Investments, L.P. |
6 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
6 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
6 |
| Bnp Paribas Arbitrage, Sa |
6 |
| HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
6 |
| Stevens Capital Management Lp |
6 |
| Manufacturers Life Insurance Company, The |
6 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
6 |
| GWM Advisors LLC |
6 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
6 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| Assured Investment Management LLC |
6 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
6 |
| Advisors Asset Management, Inc. |
6 |
| Pacer Advisors, Inc. |
6 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| Huntington National Bank |
6 |
| Advisory Services Network, LLC |
6 |
| Aqr Capital Management Llc |
6 |
| Virtu Financial LLC |
6 |
| Motco |
6 |
| KBC Group NV |
6 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
6 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
6 |
| VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
6 |
| Proequities, Inc. |
6 |
| Macquarie Group Ltd |
6 |
| BlackRock Institutional Trust Company, N.A. |
6 |
| Meeder Asset Management Inc |
6 |
| First Horizon Advisors, Inc. |
6 |
| UBS Group AG |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
6 |
| MUFG Americas Holdings Corp |
6 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
6 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| LS Investment Advisors, LLC |
6 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| Ameriprise Financial Inc |
6 |
| Amalgamated Bank |
6 |
| AdvisorNet Financial, Inc |
6 |
| Renaissance Technologies Llc |
6 |
| Private Capital Group, LLC |
6 |
| Us Bancorp \de\ |
6 |
| Axa S.a. |
6 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
6 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
6 |
| Nordea Investment Management Ab |
6 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
6 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
6 |
| Bank Of Montreal /can/ |
6 |
| Skopos Labs, Inc. |
6 |
| Glenmede Trust Co Na |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
6 |
| GAMMA Investing LLC |
6 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
6 |
| Principal Funds Inc |
6 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
6 |
| Td Asset Management Inc |
6 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
6 |
| Ladenburg Thalmann Financial Services Inc |
6 |
| Thrivent Financial For Lutherans |
6 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
6 |
| Johnson Financial Group, Inc. |
6 |
| Two Sigma Advisers, Lp |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
6 |
| LPL Financial LLC |
6 |
| American International Group, Inc. |
6 |
| Panagora Asset Management Inc |
6 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| Vanguard Group Inc |
6 |
| Russell Investments Group, Ltd. |
6 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
6 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
6 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
6 |
| D.a. Davidson & Co. |
6 |
| National Asset Management, Inc. |
6 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
6 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
6 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| Geode Capital Management, Llc |
6 |
| DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
6 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
6 |
| Hantz Financial Services, Inc. |
6 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
6 |
| Wellington Management Group Llp |
6 |
| SBI Securities Co., Ltd. |
6 |
| Parametric Portfolio Associates Llc |
6 |
| Spot Trading L.L.C |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| Northwestern Mutual Wealth Management Co |
6 |
| Pnc Financial Services Group, Inc. |
6 |
| Victory Capital Management Inc |
6 |
| Natixis Advisors, L.p. |
6 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
6 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
6 |
| Paloma Partners Management Co |
6 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| Fifth Third Bancorp |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
6 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
6 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
6 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
6 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
6 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
6 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
6 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
6 |
| Comerica Bank |
6 |
| California Public Employees Retirement System |
6 |
| Aperio Group, LLC |
6 |
| Quadrant Capital Group Llc |
6 |
| Assetmark, Inc |
6 |
| IFP Advisors, Inc |
6 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
6 |
| Massmutual Trust Co Fsb/adv |
6 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
6 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
6 |
| Yousif Capital Management, Llc |
6 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
| Advisor Group, Inc. |
6 |
| Envestnet Asset Management Inc |
6 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
6 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
6 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
6 |
| Rhumbline Advisers |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| Northern Trust Corp |
6 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
6 |
| Daiwa Securities Group Inc. |
6 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
6 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
6 |
| VCCBX - VALIC Co II - Core Bond Fund |
6 |
| Group One Trading, L.p. |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
6 |
| TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
6 |
| Aviva Plc |
6 |
| MetLife Securities, Inc |
6 |
| IndexIQ Advisors LLC |
5 |
| ClariVest Asset Management LLC |
5 |
| Tudor Investment Corp Et Al |
5 |
| Hrt Financial Lp |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Tiaa-cref Funds |
5 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
5 |
| Employees Retirement System of Texas |
5 |
| Fortitude Family Office, LLC |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| Nuveen Asset Management, LLC |
5 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
5 |
| CAPROCK Group, Inc. |
5 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
| USA Financial Portformulas Corp |
5 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
5 |
| Swiss National Bank |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
5 |
| American Century Companies Inc |
5 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
5 |
| Two Sigma Securities, Llc |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
5 |
| PDT Partners, LLC |
5 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| Amalgamated Financial Corp. |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
5 |
| Schonfeld Strategic Advisors LLC |
5 |
| Bokf, Na |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
5 |
| Profund Advisors Llc |
5 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
5 |
| Kcg Holdings, Inc. |
5 |
| Mason Street Advisors, Llc |
5 |
| Csenge Advisory Group |
5 |
| Intrinsic Edge Capital Management LLC |
5 |
| Squarepoint Ops LLC |
5 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
5 |
| Blueshift Asset Management, LLC |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
5 |
| Jones Financial Companies Lllp |
5 |
| Cibc World Markets Corp |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| Ubs Asset Management Americas Inc |
5 |
| Nebula Research & Development LLC |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| Principal Financial Group Inc |
5 |
| Great West Life Assurance Co /can/ |
5 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
5 |
| Bluestein R H & Co |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
5 |
| Illinois Municipal Retirement Fund |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
5 |
| Putnam Investments Llc |
5 |
| Martingale Asset Management L P |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| Oppenheimer Funds Inc |
5 |
| Maryland State Retirement & Pension System |
5 |
| First Trust Advisors Lp |
5 |
| JNBA Financial Advisors |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| Federated Hermes, Inc. |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| HighTower Advisors, LLC |
5 |
| AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| Weiss Asset Management LP |
5 |
| Quest Partners LLC |
5 |
| Ameritas Investment Partners, Inc. |
5 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
5 |
| Quantinno Capital Management LP |
5 |
| Assenagon Asset Management S.A. |
5 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
5 |
| Petrus Trust Company, LTA |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| Cresset Asset Management, LLC |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| Jane Street Holding, LLC |
5 |
| Ground Swell Capital, LLC |
5 |
| Gsa Capital Partners Llp |
5 |
| New York Life Investment Management Llc |
5 |
| Amundi |
5 |
| Jackson Creek Investment Advisors LLC |
5 |
| Oppenheimer Etf Trust |
5 |
| Tarbox Family Office, Inc. |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Summit Global Investments |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| ExodusPoint Capital Management, LP |
5 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
| Simplex Trading, Llc |
5 |
| Balyasny Asset Management Llc |
5 |
| Brevan Howard Capital Management LP |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| Voya Investment Management Llc |
5 |
| Centiva Capital, LP |
5 |
| Acrospire Investment Management LLC |
5 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
| Signet Financial Management, Llc |
5 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
5 |
| Principal Securities, Inc. |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| New York State Teachers Retirement System |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| Nomura Asset Management Co Ltd |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
5 |
| Point72 Middle East FZE |
5 |
| Federation des caisses Desjardins du Quebec |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
5 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| OMERS ADMINISTRATION Corp |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| CI Private Wealth, LLC |
5 |
| Brandywine Global Investment Management, LLC |
5 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
5 |
| Klp Kapitalforvaltning As |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
5 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
5 |
| A.R.T. Advisors, LLC |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| State of Alaska, Department of Revenue |
5 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| Suntrust Banks Inc |
5 |
| Toronto Dominion Bank |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| Horizon Investments, LLC |
5 |
| Vantage Consulting Group Inc |
5 |
| Abound Wealth Management |
5 |
| Lindbrook Capital, Llc |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| Charles Schwab Investment Management Inc |
5 |
| Sherbrooke Park Advisers Llc |
5 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| Pictet Asset Management Sa |
5 |
| Ellington Management Group Llc |
5 |
| Capital Fund Management S.a. |
5 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
5 |
| Regions Financial Corp |
5 |
| Two Sigma Investments, Lp |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| Los Angeles Capital Management Llc |
5 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
5 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| Dark Forest Capital Management Lp |
5 |
| Legal & General Group Plc |
5 |
| Highbridge Capital Management Llc |
5 |
| Vanguard World Fund |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| Janus Henderson Group Plc |
5 |
| Nuveen, LLC |
5 |
| Aquatic Capital Management LLC |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
5 |
| Piedmont Investment Advisors Llc |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| State of Tennessee, Treasury Department |
5 |
| First Manhattan Co |
5 |
| Pictet Asset Management Holding SA |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| Driehaus Capital Management Llc |
5 |
| Hsbc Holdings Plc |
5 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
5 |
| Wolverine Trading, Llc |
5 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| Bessemer Group Inc |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| ISAM Funds (UK) Ltd |
5 |
| Oxford Asset Management Llp |
5 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
5 |
| Quarry LP |
5 |
| Forum Funds |
5 |
| Alliancebernstein L.p. |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| Prelude Capital Management, Llc |
5 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| New York State Common Retirement Fund |
5 |
| Vantagepoint Funds |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
5 |
| MQS Management LLC |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| Great Lakes Advisors, Llc |
5 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
5 |
| Walleye Trading LLC |
5 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
5 |
| SJS Investment Consulting Inc. |
5 |
| Hexagon Capital Partners LLC |
5 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
5 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
5 |
| Quantamental Technologies LLC |
5 |
| Magnetar Financial LLC |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| QS Investors, LLC |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
5 |
| Credit Suisse Ag/ |
5 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
5 |
| Covestor Ltd |
5 |
| Mariner, LLC |
5 |
| Sei Investments Co |
5 |
| Van Eck Associates Corp |
5 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Public Sector Pension Investment Board |
5 |
| Cambridge Investment Research Advisors, Inc. |
5 |
| CIBC Private Wealth Group, LLC |
5 |
| BlackRock Advisors LLC |
5 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
5 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
| Raymond James Financial Inc |
5 |
| Boston Private Wealth Llc |
5 |
| Verition Fund Management LLC |
5 |
| Harbour Investments, Inc. |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Capstone Asset Management Co |
5 |
| State of Wyoming |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
5 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| Lord, Abbett & Co. Llc |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| PineBridge Investments, L.P. |
5 |
| XTX Topco Ltd |
5 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
5 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| Steward Financial Group LLC |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
| Cerity Partners LLC |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| MUFG Securities EMEA plc |
5 |
| Jump Financial, LLC |
5 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
5 |
| Norges Bank |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
5 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
5 |
| Acadian Asset Management Llc |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Nationwide Fund Advisors |
5 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
5 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
5 |
| Umb Bank N A/mo |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| Prudential Financial Inc |
5 |
| M&t Bank Corp |
5 |
| Handelsbanken Fonder AB |
5 |
| Xact Kapitalforvaltning AB |
5 |
| BlueCrest Capital Management Ltd |
5 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
| MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF |
5 |
| Marshall Wace, Llp |
5 |
| Cornerstone Advisors, Inc. |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| Alberta Investment Management Corp |
5 |
| Schubert & Co |
5 |
| Capstone Investment Advisors, Llc |
5 |
| Point72 Asset Management, L.P. |
5 |
| Diversified Trust Co |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| Strs Ohio |
5 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| Ergoteles LLC |
5 |
| Marshall Wace North America L.P. |
5 |
| Nisa Investment Advisors, Llc |
5 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| Rothschild Investment Llc |
5 |
| BlackRock Investment Management, LLC |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| Hutchin Hill Capital, LP |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
| Point72 Hong Kong Ltd |
5 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Calvert Investment Management, Inc. |
5 |
| ProShare Advisors LLC |
5 |
| Guggenheim Capital Llc |
5 |
| Jfs Wealth Advisors, Llc |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| King Luther Capital Management Corp |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Farther Finance Advisors, LLC |
5 |
| Analytic Investors, LLC |
5 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
5 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
| Toth Financial Advisory Corp |
5 |
| Alps Advisors Inc |
5 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
| Larson Financial Group LLC |
5 |
| Gabelli Funds Llc |
5 |
| Integrated Wealth Management |
5 |
| Allianz Asset Management GmbH |
5 |
| First Republic Investment Management, Inc. |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
5 |
| Walleye Capital LLC |
5 |
| Vanguard Horizon Funds |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| Zacks Investment Management |
5 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| Parallel Advisors, LLC |
5 |
| Lazard Asset Management Llc |
5 |
| PEAK6 Investments LLC |
5 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
5 |
| Six Circles Trust - Six Circles Global Bond Fund |
5 |
| Dynamic Technology Lab Private Ltd |
5 |
| Teachers Advisors, Llc |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
5 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
5 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
5 |
| Holocene Advisors, LP |
5 |
| Nomura Holdings Inc |
5 |
| Texas Permanent School Fund |
5 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
| Farmers & Merchants Investments Inc |
5 |
| Parkside Financial Bank & Trust |
5 |
| Asset Management One Co., Ltd. |
5 |
| Cordant, Inc. |
5 |
| Arizona State Retirement System |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
5 |
| GV Financial Advisors |
5 |
| Coldstream Capital Management Inc |
5 |
| SRS Capital Advisors, Inc. |
5 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
5 |
| Ancora Advisors, LLC |
5 |
| Cutler Group LP |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| CWM Advisors, LLC |
5 |
| Global Retirement Partners, LLC |
5 |
| BlackRock Group LTD |
5 |
| Atlantic Trust, LLC |
5 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
| MetLife Investment Management, LLC |
5 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
5 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
5 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
5 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
| AHL Partners LLP |
5 |
| Man Group plc |
5 |
| Keybank National Association/oh |
5 |
| Smartleaf Asset Management LLC |
5 |
| State Of Wisconsin Investment Board |
5 |
| Sterling Capital Management LLC |
5 |
| Baker Avenue Asset Management, LP |
5 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| Tortoise Investment Management, LLC |
5 |
| Everence Capital Management Inc |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| Mason Street Advisors, Llc |
5 |
| Ellevest, Inc. |
5 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
5 |
| Fmr Llc |
5 |
| Sonora Investment Management, LLC |
5 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
5 |
| Corebridge Financial, Inc. |
5 |
| Convergence Investment Partners, LLC |
5 |
| Stifel Financial Corp |
5 |
| Louisiana State Employees Retirement System |
5 |
| Mutual Of America Capital Management Llc |
5 |
| Sofos Investments, Inc. |
5 |
| Signaturefd, Llc |
5 |
| Ensign Peak Advisors, Inc |
5 |
| Eaton Vance Management |
5 |
| Hemington Wealth Management |
5 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
| Qube Research & Technologies Ltd |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Russell Frank Co/ |
5 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
5 |
| UniSuper Management Pty Ltd |
5 |
| California State Teachers Retirement System |
5 |
| Quantbot Technologies LP |
5 |
| Intech Investment Management Llc |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| Capital One, National Association |
5 |
| Engineers Gate Manager LP |
5 |
| Gotham Asset Management, LLC |
5 |
| Bryn Mawr Capital Management Inc |
5 |
| Canada Pension Plan Investment Board |
5 |
| Voloridge Investment Management, Llc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| Disciplined Investments, LLC |
5 |
| Allworth Financial LP |
5 |
| Raymond James & Associates |
5 |
| Franklin Resources Inc |
5 |
| FundVantage Trust - Verplanck Balanced Fund |
5 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| Rockefeller Capital Management L.P. |
5 |
| FDx Advisors, Inc. |
5 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
5 |
| Truist Financial Corp |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| Trexquant Investment LP |
5 |
| Teacher Retirement System Of Texas |
5 |
| Spark Investment Management LLC |
5 |
| Vident Investment Advisory, LLC |
5 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
| Picton Mahoney Asset Management |
5 |
| Public Employees Retirement System Of Ohio |
5 |
| Versant Capital Management, Inc |
5 |
| Jefferies Group LLC |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| Winton Capital Group Ltd |
5 |
| Rehmann Capital Advisory Group |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
| Karp Capital Management Corp |
5 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
5 |
| Catalyst Capital Advisors LLC |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| VTL Associates, LLC |
5 |
| DIET - ETF Series Solutions - Defiance Next Gen Food & Agriculture ETF |
5 |
| McIlrath & Eck, LLC |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
| Janney Montgomery Scott LLC |
5 |
| Wealthspire Advisors, L.P. |
5 |
| Quadrature Capital Ltd |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| JustInvest LLC |
4 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
| One Wealth Advisors, LLC |
4 |
| Warren Averett Asset Management, LLC |
4 |
| Krane Funds Advisors LLC |
4 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
4 |
| Reilly Financial Advisors, Llc |
4 |
| Kapitalo Investimentos Ltda |
4 |
| Smith Asset Management Group Lp |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| We Are One Seven, LLC |
4 |
| Dupont Capital Management Corp |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| Rational Advisors Llc |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| Ceredex Value Advisors LLC |
4 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
4 |
| South Dakota Investment Council |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| Clear Street Markets Llc |
4 |
| Versus Capital Real Assets Fund Llc |
4 |
| Old Mission Capital Llc |
4 |
| Timber Hill LLC |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Burney Co/ |
4 |
| Hbk Investments L P |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| Duncker Streett & Co Inc |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
4 |
| BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF |
4 |
| Prudential Plc |
4 |
| Johnson Investment Counsel Inc |
4 |
| Numeric Investors Llc |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| CVA Family Office, LLC |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Chicago Equity Partners Llc |
4 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
4 |
| nVerses Capital, LLC |
4 |
| Airain ltd |
4 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
4 |
| Entropy Technologies, LP |
4 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| Hanson & Doremus Investment Management |
4 |
| Pathstone Holdings, LLC |
4 |
| EntryPoint Capital, LLC |
4 |
| Lebenthal Asset Management, LLC |
4 |
| Financial Gravity Companies, Inc. |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
4 |
| Tiverton Asset Management Llc |
4 |
| Lsv Asset Management |
4 |
| Algert Global Llc |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| Riverhead Capital Management Llc |
4 |
| Man Investments Ltd |
4 |
| Profunds - Profund Vp Oil & Gas |
4 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| Elkfork Partners LLC |
4 |
| Alambic Investment Management, L.P. |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| Bell Investment Advisors, Inc |
4 |
| Deprince Race & Zollo Inc |
4 |
| Pendal Group Ltd |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| Meridian Wealth Partners, LLC |
4 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
4 |
| Private Wealth Management Group, LLC |
4 |
| Dreman Value Management, L L C |
4 |
| Chase Investment Counsel Corp |
4 |
| James Investment Research Inc |
4 |
| Baird Robert W & Co Inc /wi/ |
4 |
| First Citizens Bank & Trust Co |
4 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
4 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
4 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| Hartland & Co., LLC |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| C M Bidwell & Associates Ltd |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Smithfield Trust Co |
4 |
| Willingdon Wealth Management |
4 |
| Alexandria Capital, LLC |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| Advantage Investment Management, Llc |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| Eclectica Asset Management LLP |
4 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
4 |
| Graham Capital Management, L.P. |
4 |
| Alpine Global Management, LLC |
4 |
| United Services Automobile Association |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Sigma Planning Corp |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Westpac Banking Corp |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| Ritholtz Wealth Management |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| Yorktown Management & Research Co Inc |
4 |
| DnB Asset Management AS |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| Oppenheimer & Co Inc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
4 |
| Associated Banc-corp |
4 |
| Jefferies Financial Group Inc. |
4 |
| Freestone Grove Partners LP |
4 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
| Mml Investors Services, Llc |
4 |
| Paradigm Asset Management Co Llc |
4 |
| Prospera Financial Services Inc |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
4 |
| Menta Capital Llc |
4 |
| FORA Capital, LLC |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| Itau Unibanco Holding S.A. |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| Versor Investments LP |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Gamco Natural Resources, Gold & Income Trust |
4 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
| Kestra Advisory Services, LLC |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| Pathstone Family Office, Llc |
4 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
4 |
| KROP - Global X Funds - Global X AgTech & Food Innovation ETF |
4 |
| Crewe Advisors LLC |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| Baird Financial Group, Inc. |
4 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
4 |
| Commonwealth Equity Services, Llc |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Wbi Investments, Inc. |
4 |
| Pearl River Capital, LLC |
4 |
| Oakworth Capital, Inc. |
4 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
| Alphacrest Capital Management Llc |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| Glenmede Investment Management, LP |
4 |
| Winton Diversified Opportunities Fund |
4 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
4 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
4 |
| One Capital Management, LLC |
4 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
4 |
| Quantitative Investment Management, LLC |
4 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
4 |
| Tompkins Financial Corp |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| GAM Holding AG |
4 |
| Edgestream Partners, L.P. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| World Asset Management Inc |
4 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
4 |
| Vestcor Inc |
4 |
| Lido Advisors, LLC |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| Commonwealth Bank Of Australia |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
4 |
| Millburn Ridgefield Corp |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| TIMOTHY PLAN - Timothy Strategic Variable |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| True Wealth Design, LLC |
4 |
| Proficio Capital Partners LLC |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| Valeo Financial Advisors, LLC |
4 |
| First Interstate Bank |
4 |
| Numerai GP LLC |
4 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
4 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
4 |
| RHJ International SA |
4 |
| Fuller & Thaler Asset Management, Inc. |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| Kennedy Capital Management, Inc. |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| Rialto Wealth Management, LLC |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| LGT Financial Advisors LLC |
4 |
| Keebeck Alpha, LP |
4 |
| Headlands Technologies LLC |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
4 |
| Inceptionr Llc |
4 |
| Westwood Holdings Group Inc |
4 |
| Brookfield Asset Management Inc. |
4 |
| Old National Bancorp /in/ |
4 |
| Stone Ridge Asset Management LLC |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| Atria Investments Llc |
4 |
| Axq Capital, Lp |
4 |
| SG Capital Management LLC |
4 |
| Sit Investment Associates Inc |
4 |
| Wedge Capital Management L L P/nc |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Mendota Financial Group, LLC |
4 |
| Etf Managers Group, Llc |
4 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| Eagle Asset Management Inc |
4 |
| Trust Co Of Vermont |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| Wesbanco Bank Inc |
4 |
| VitalStone Financial, LLC |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| Bayesian Capital Management, LP |
4 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| General Motors Investment Management Corp |
4 |
| Schroder Investment Management Group |
4 |
| CENTRAL TRUST Co |
4 |
| Invictus RG |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| State Farm Mutual Fund Trust |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| State Farm Variable Product Trust |
4 |
| Cetera Advisor Networks LLC |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| Natixis |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| Thompson Davis & Co., Inc. |
4 |
| Advisors Preferred, LLC |
4 |
| Fox Run Management, L.l.c. |
4 |
| ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
4 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| Commerce Bank |
4 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
4 |
| Sowell Financial Services LLC |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| ETRADE Capital Management LLC |
4 |
| Avantax Advisory Services, Inc. |
4 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
4 |
| Harvest Capital Strategies LLC |
4 |
| Innealta Capital, Llc |
4 |
| TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class |
4 |
| Meadow Creek Investment Management LLC |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Ronald Blue Trust, Inc. |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
4 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| WealthPLAN Partners, LLC |
4 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
| JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
4 |
| Whittier Trust Co |
4 |
| Banque Cantonale Vaudoise |
4 |
| UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| Balentine LLC |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Union Bancaire Privee, UBP SA |
4 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
4 |
| Clearbridge Investments, LLC |
4 |
| Ajo, Lp |
4 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| Weld Capital Management Llc |
4 |
| Enterprise Financial Services Corp |
4 |
| Hancock Whitney Corp |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| Virginia Retirement Systems Et Al |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| Natixis Investment Managers International |
4 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
4 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| Brown Brothers Harriman & Co |
4 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
4 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
| Regentatlantic Capital Llc |
4 |
| Contravisory Investment Management, Inc. |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| National Planning Corp |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| HWAY - Themes ETF Trust - Themes US Infrastructure ETF |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
4 |
| Vanguard Index Funds |
4 |
| Exchange Traded Concepts, Llc |
4 |
| Ballentine Partners, LLC |
4 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| Aigen Investment Management, Lp |
4 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
4 |
| Shelton Capital Management |
4 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
4 |
| Jennison Associates Llc |
4 |
| Spire Wealth Management |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| Atom Investors LP |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
4 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
4 |
| Sawtooth Solutions, LLC |
4 |
| YUMY - VanEck ETF Trust - VanEck Future of Food ETF |
4 |
| Wolverine Asset Management Llc |
4 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
4 |
| Penserra Capital Management LLC |
4 |
| Aristides Capital LLC |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| Toroso Investments, LLC |
4 |
| Raleigh Capital Management Inc. |
4 |
| Manchester Capital Management LLC |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| Autumn Glory Partners, LLC |
4 |
| Accurate Wealth Management, LLC |
4 |
| Mather Group, Llc. |
4 |
| Veriti Management LLC |
4 |
| Point72 (DIFC) Ltd |
4 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| Baystate Wealth Management LLC |
4 |
| Erste Asset Management GmbH |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| National Bank Of Canada /fi/ |
4 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
4 |
| WFG Advisors, LP |
4 |
| Aster Capital Management (DIFC) Ltd |
4 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
4 |
| Arden Investment Series Trust |
4 |
| Quest Capital Management Inc /adv |
4 |
| Pictet Asset Management Ltd |
4 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
4 |
| Epoch Investment Partners, Inc. |
4 |
| Vontobel Holding Ltd. |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| New England Securities Corp /MA/ |
4 |
| FineMark National Bank & Trust |
4 |
| Tradeworx Inc. |
4 |
| Royce & Associates Lp |
4 |
| GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
4 |
| Perigon Wealth Management, LLC |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| SpiderRock Trading LLC |
4 |
| Snowden Capital Advisors LLC |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| Interchange Capital Partners, LLC |
4 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
4 |
| CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| Atlanta Capital Management Co L L C |
4 |
| RidgeWorth Capital Management LLC |
4 |
| NumerixS Investment Technologies Inc |
4 |
| Capital Wealth Planning, LLC |
4 |
| BlackRock Japan Co. Ltd |
4 |
| Earnest Partners Llc |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| CoreCap Advisors, LLC |
4 |
| Global Financial Private Client, LLC |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
4 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| Ameritas Advisory Services, LLC |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
4 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
| Boston Private Bank & Trust Co |
4 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
4 |
| Burt Wealth Advisors |
4 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
4 |
| Geneos Wealth Management Inc. |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
4 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| Veritable, L.P. |
4 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| Credit Agricole S A |
4 |
| Sumitomo Mitsui Trust Holdings, Inc. |
4 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
4 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
4 |
| Nine Chapters Capital Management LLC |
4 |
| Kozak & Associates, Inc. |
4 |
| Capital Performance Advisors Llp |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| Tfs Capital Investment Trust |
4 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| FNY Managed Accounts LLC |
4 |
| Rydex Etf Trust |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| NEXT Financial Group, Inc |
4 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
4 |
| Moors & Cabot, Inc. |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
4 |
| Ing Groep Nv |
4 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
4 |
| Laurion Capital Management LP |
4 |
| Avion Wealth |
4 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
4 |
| CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| Bartlett & Co. LLC |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| Verus Capital Partners, Llc |
4 |
| Financial Architects, Inc |
4 |
| Impax Asset Management Group plc |
4 |
| WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| J. Goldman & Co LP |
4 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
| Berman Capital Advisors, LLC |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| Shell Asset Management Co |
4 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
| Comerica Securities,inc. |
4 |
| Truvestments Capital Llc |
4 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| Loomis Sayles & Co L P |
4 |
| RPAR - Tidal ETF Trust - RPAR Risk Parity ETF |
4 |
| F&C Asset Management plc |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| Fort Washington Investment Advisors Inc /oh/ |
4 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| Mackay Shields Llc |
4 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| FNY Investment Advisers, LLC |
4 |
| Bowling Portfolio Management LLC |
4 |
| FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund |
4 |
| MAI Capital Management |
4 |
| Northern Trust Co Of Connecticut |
4 |
| Gemmer Asset Management LLC |
4 |
| KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| Vigilant Capital Management, LLC |
4 |
| SECOR Capital Advisors, LP |
4 |
| SAC Capital Advisors LP |
4 |
| Gamco Investors, Inc. Et Al |
3 |
| Cigna Investments Inc /new |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Covington Capital Management |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| Rockefeller Financial Services Inc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
| Wasatch Advisors Inc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Denver Investment Advisors Llc |
3 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| Savant Capital, LLC |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| Israel Discount Bank of New York |
3 |
| Sandy Spring Bank |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| Achmea Investment Management B.V. |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
| Deerfield Management Company, L.p. (series C) |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
| First Mercantile Trust Co |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| Korea Investment CORP |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Hudock, Inc. |
3 |
| Banque Pictet & Cie Sa |
3 |
| Cohen & Steers, Inc. |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Profunds - Profund Vp Industrials |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Chilton Capital Management Llc |
3 |
| Donoghue Forlines LLC |
3 |
| LMR Partners LLP |
3 |
| State Of Michigan Retirement System |
3 |
| First Midwest Bank Trust Division |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| Standard Life Aberdeen plc |
3 |
| Belpointe Asset Management LLC |
3 |
| Checchi Capital Advisers, LLC |
3 |
| Hanseatic Management Services Inc |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| Cerebellum GP, LLC |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| Highstreet Asset Management Inc. |
3 |
| Arlington Partners LLC |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Front Row Advisors LLC |
3 |
| TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
3 |
| Cordasco Financial Network |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| Rice Hall James & Associates, Llc |
3 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
3 |
| Fiduciary Trust Co |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Manning & Napier Advisors Llc |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
3 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| Retirement Systems of Alabama |
3 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Lombard Odier Asset Management (USA) Corp |
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 - Va U.s. Targeted Value Portfolio |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
3 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
| NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| Gradient Investments LLC |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| First Quadrant L P/ca |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| Cim, Llc |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| BRYN MAWR TRUST Co |
3 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| Robeco Schweiz AG |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| American Research & Management Co. |
3 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| Oakbrook Investments Llc |
3 |
| American National Bank |
3 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| Chilton Investment Co Llc |
3 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
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 |
| Wildermuth Endowment Strategy Fund |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| Us Financial Advisors, Llc |
3 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
| City Holding Co |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| Delta Asset Management Llc/tn |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| Wealthfront Inc |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| GW&K Investment Management, LLC |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| Polar Asset Management Partners Inc. |
3 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
3 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Sageworth Trust Co |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| Moon Capital Management, LLC |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
3 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
| Fisher Asset Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| Maverick Capital Ltd |
3 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
3 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
| Norman Fields, Gottscho Capital Management, LLC |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
3 |
| Wexford Capital Lp |
3 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| PENN SERIES FUNDS INC - International Equity Fund |
3 |
| First Hawaiian Bank |
3 |
| Thomas White International Ltd |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| Baldwin Brothers Inc/ma |
3 |
| Royce Value Trust Inc |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| Harbor Investment Advisory, Llc |
3 |
| Optimum Investment Advisors |
3 |
| Benjamin F. Edwards & Company, Inc. |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| CrestPoint Capital Management, LLC |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
3 |
| Icon Advisers Inc/co |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
3 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
3 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| CHICAGO TRUST Co NA |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| Tfo-tdc, Llc |
3 |
| Denali Advisors Llc |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| RMB Capital Management, LLC |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| Santa Fe Partners LLC |
3 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
3 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Barings Llc |
3 |
| Ci Investments Inc. |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Jpmorgan Trust Iii |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Modera Wealth Management, LLC |
3 |
| Northern Oak Wealth Management Inc |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Woodmont Investment Counsel Llc |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
3 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
3 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| Tobam |
3 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
| Greenleaf Trust |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
3 |
| GOFIX - GMO TRUST - GMO Resources Fund Class III |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| Reynolds Capital Management Llc |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Boston Common Asset Management, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| EP Wealth Advisors, Inc. |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
3 |
| Carderock Capital Management Inc |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
3 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| Shepherd Kaplan Krochuk, Llc |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
3 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
3 |
| Ieq Capital, Llc |
3 |
| Welch & Forbes Llc |
3 |
| Alyeska Investment Group, L.P. |
3 |
| Quaker Wealth Management, LLC |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| Cookson Peirce & Co Inc |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| Professional Financial Advisors, LLC |
3 |
| BBT Capital Management, LLC |
3 |
| Underlying Funds Trust |
3 |
| Capstone Series Fund Inc |
3 |
| Pinz Capital Management, LP |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Sprott Inc. |
3 |
| Soltis Investment Advisors LLC |
3 |
| CenterStar Asset Management, LLC |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Scotia Capital Inc. |
3 |
| Legato Capital Management LLC |
3 |
| Bridgewater Associates, LP |
3 |
| Tredje AP-fonden |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Uncommon Cents Investing LLC |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| Origin Asset Management LLP |
3 |
| Brinker Capital Investments, LLC |
3 |
| Column Capital Advisors, LLC |
3 |
| Cipher Capital LP |
3 |
| Ethic Inc. |
3 |
| Zweig-DiMenna Associates LLC |
3 |
| Clinton Group Inc |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Arkadios Wealth Advisors |
3 |
| Trust Investment Advisors |
3 |
| Twinbeech Capital Lp |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| Mirabella Financial Services Llp |
3 |
| Archer Investment Corp |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| Delpha Capital Management, Llc |
3 |
| Merit Financial Group, LLC |
3 |
| Gladius Capital Management LP |
3 |
| Winfield Associates, Inc. |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| MANA Advisors LLC |
3 |
| CIBC Asset Management Inc |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| SOUTH STATE Corp |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Valley National Advisers Inc |
3 |
| GlobalBridge, Inc. |
3 |
| Consolidated Planning Corp |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Impax Asset Management LTD |
3 |
| Optimal Asset Management, Inc. |
3 |
| J. W. Coons Advisors, LLC |
3 |
| Summit Trail Advisors, Llc |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Jackson Square Capital, Llc |
3 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
| Utah Retirement Systems |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| Synovus Financial Corp |
3 |
| Stephens Inc /ar/ |
3 |
| United Capital Financial Advisers, Llc |
3 |
| Varma Mutual Pension Insurance Co |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
| Atlas Capital Advisors Llc |
3 |
| Evercore Wealth Management, LLC |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Macroview Investment Management Llc |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| Weiss Strategic Interval Fund |
3 |
| Reliance Trust Co Of Delaware |
3 |
| FIL Ltd |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| International Assets Investment Management, Llc |
3 |
| CX Institutional |
3 |
| Unigestion Holding SA |
3 |
| FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| Boston Partners |
3 |
| CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
3 |
| Pittenger & Anderson Inc |
3 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
3 |
| Securian Asset Management, Inc |
3 |
| Tfs Capital Llc |
3 |
| JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) |
3 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
3 |
| Quantedge Capital Pte Ltd |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Knight Capital Group, Inc. |
3 |
| Landsberg, Bennett, & Dubbaneh LLC |
3 |
| Xponance, Inc. |
3 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| Allred Capital Management, LLC |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Usca Ria Llc |
3 |
| Wiley Bros.-aintree Capital, Llc |
3 |
| Koch Industries Inc |
3 |
| Windmill Hill Asset Management Ltd |
3 |
| TFC Financial Management |
3 |
| Personal Wealth Partners |
3 |
| Founders Financial Alliance, LLC |
3 |
| Vantage Investment Advisors, LLC |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| Crestline Management, LP |
3 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| Cambridge Trust Co |
3 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
| Riverview Trust Co |
3 |
| Navellier & Associates Inc |
3 |
| Boothbay Fund Management, Llc |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Duality Advisers, Lp |
3 |
| Rotella Capital Management, Inc. |
3 |
| Zions Bancorporation, N.A. |
3 |
| Wolff Wiese Magana Llc |
3 |
| Ameritas Investment Corp |
3 |
| Sandbar Asset Management LLP |
3 |
| Globeflex Capital L P |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| Waddell & Reed Financial Inc |
3 |
| Magnus Financial Group LLC |
3 |
| High Note Wealth, LLC |
3 |
| Addison Advisors LLC |
3 |
| Zuckerman Investment Group, LLC |
3 |
| Caxton Associates Lp |
3 |
| Sunbelt Securities, Inc. |
3 |
| Ellsworth Advisors, LLC |
3 |
| Neo Ivy Capital Management |
3 |
| Alera Investment Advisors, LLC |
3 |
| Ossiam |
3 |
| Hennessy Advisors Inc |
3 |
| Ostrum Asset Management |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Symmetry Investments LP |
3 |
| Echo Street Capital Management LLC |
3 |
| Strategic Blueprint, LLC |
3 |
| CBOE Vest Financial, LLC |
3 |
| Wealthspire Advisors, LLC |
3 |
| Apex Capital Management |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Claro Advisors LLC |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Parametrica Management Ltd |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Inspire Advisors, LLC |
3 |
| Bridgefront Capital, LLC |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| Voleon Capital Management Lp |
3 |
| Concord Wealth Partners |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Tradition Wealth Management, LLC |
3 |
| Private Advisor Group, LLC |
3 |
| Seven Eight Capital, Lp |
3 |
| Treasurer of the State of North Carolina |
3 |
| Liberty Wealth Management Llc |
3 |
| Kore Private Wealth LLC |
3 |
| Standard Family Office LLC |
3 |
| Mercer Global Advisors Inc /adv |
3 |
| Freestone Capital Holdings, LLC |
3 |
| Prestige Wealth Management Group LLC |
3 |
| Kowal Investment Group, LLC |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| Next Financial Holdings |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| Golden State Wealth Management, LLC |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Scout Investments, Inc. |
3 |
| Zebra Capital Management LLC |
3 |
| Capital Analysts, Inc. |
3 |
| GeoWealth Management, LLC |
3 |
| Hodges Capital Management Inc. |
3 |
| William Blair Investment Management, Llc |
3 |
| Connectus Wealth, LLC |
3 |
| Blair William & Co/il |
3 |
| Alaethes Wealth LLC |
3 |
| Better Money Decisions, LLC |
3 |
| Tocqueville Asset Management L.p. |
3 |
| Capitolis Advisors LLC |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Optiver Holding B.V. |
3 |
| Continuum Advisory, LLC |
3 |
| Nfj Investment Group, Llc |
3 |
| Shapiro Capital Management Llc |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Money Concepts Capital Corp |
3 |
| Tectonic Advisors Llc |
3 |
| Campbell Multi-strategy Trust |
3 |
| CSM Advisors, LLC |
3 |
| Northpointe Capital Llc |
3 |
| Aristotle Capital Management, LLC |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| Mv Capital Management, Inc. |
3 |
| Evoke Wealth, Llc |
3 |
| Kb Financial Partners, Llc |
3 |
| UMA Financial Services, Inc. |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
3 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
3 |
| 1832 Asset Management L.P. |
3 |
| HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Argentus Capital Management, LLC |
3 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
| Advisor Resource Council |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| NSI Retail Advisors, LLC |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
3 |
| Clean Yield Group |
3 |
| Financial Management Professionals, Inc. |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| McElhenny Sheffield Capital Management, LLC |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Twin Capital Management Inc |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Boston Trust Walden Corp |
3 |
| FourThought Financial, LLC |
3 |
| V Wealth Advisors LLC |
3 |
| APG Asset Management N.V. |
3 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
3 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
| Shellback Capital, LP |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Kalos Management, Inc. |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Ramsey Quantitative Systems |
3 |
| Private Ocean, LLC |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Oak Thistle LLC |
3 |
| Pitcairn Co |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
| Asset Dedication, LLC |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| Guggenheim Active Allocation Fund |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
| Horan Securities, Inc. |
3 |
| NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
3 |
| NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| Andra AP-fonden |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Red Tortoise LLC |
3 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
3 |
| Wright Investors Service Inc |
3 |
| Brown Advisory Inc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| Mirae Asset Global Investments Co., Ltd. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| Mbb Public Markets I Llc |
3 |
| Corton Capital Inc. |
3 |
| Evergreen Capital Management Llc |
3 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Byrne Asset Management LLC |
3 |
| PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
3 |
| Rise Advisors, LLC |
3 |
| Archford Capital Strategies, LLC |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| Quent Capital, LLC |
3 |
| AMP Capital Investors Ltd |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| Hl Financial Services Llc |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| Cornercap Investment Counsel Inc |
3 |
| Turner Investments, L.p. |
3 |
| Tcwp Llc |
3 |
| Cetera Investment Advisers |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| Concentric Capital Strategies, LP |
3 |
| Park Avenue Securities Llc |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| Crawford Investment Counsel Inc |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| Verity Asset Management, Inc. |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| Citizens Financial Group Inc/ri |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
| First Dallas Securities Inc. |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| RK Capital Management, LLC |
3 |
| Rafferty Asset Management, LLC |
3 |
| IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
| Advisor Partners Llc |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| Jupiter Asset Management Ltd |
3 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
| Schechter Investment Advisors, LLC |
3 |
| Brewin Dolphin Wealth Management Ltd |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| Mackenzie Financial Corp |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF |
3 |
| Wetherby Asset Management Inc |
3 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Systematic Financial Management Lp |
3 |
| Stephens Consulting, LLC |
3 |
| Dynamic Capital Management Ltd |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| Ethos Financial Group, LLC |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| Qsemble Capital Management, LP |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| Oberweis Asset Management Inc/ |
3 |
| Absolute Return Capital, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| West Tower Group, LLC |
3 |
| Fortis Capital Advisors, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| AMG National Trust Bank |
3 |
| Callan Family Office, LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| KCAL - Series Portfolios Trust - Subversive Food Security ETF |
3 |
| American Portfolios Advisors |
3 |
| TCTC Holdings, LLC |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| Twin Tree Management, LP |
3 |
| Tlp Group Llc |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| Tucker Asset Management Llc |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Rodgers Brothers Inc. |
3 |
| Cs Mckee Lp |
3 |
| Fred Alger Management, Llc |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Allstate Corp |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| Bluefin Trading, LLC |
3 |
| Gts Securities Llc |
3 |
| Regal Investment Advisors LLC |
3 |
| Sciencast Management LP |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| Ropes Wealth Advisors Llc |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
3 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
3 |
| Venturi Wealth Management, LLC |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Nbc Securities, Inc. |
3 |
| Syon Capital Llc |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Vident Advisory, LLC |
3 |
| First National Bank Of Omaha |
3 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
| New Mexico Educational Retirement Board |
3 |
| FTWO - EA Series Trust - Strive FAANG 2.0 ETF |
3 |
| Advisory Research Inc |
3 |
| Cahill Financial Advisors Inc |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Anchor Investment Management, LLC |
3 |
| CIBC World Markets Inc. |
3 |
| Valued Wealth Advisors LLC |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Capula Management Ltd |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
| Trust Point Inc. |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Lecap Asset Management Ltd |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Vulcan Value Partners, LLC |
3 |
| Cetera Trust Company, N.A |
3 |
| NatWest Group plc |
3 |
| Nuance Investments, Llc |
3 |
| Semanteon Capital Management, LP |
3 |
| Deere & Co |
3 |
| EAM Investors, LLC |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| CenterStar Fund, LLC |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| Schonfeld Group Holdings LLC |
3 |
| Sachetta, LLC |
3 |
| Howe & Rusling Inc |
3 |
| SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
| Fiera Capital Corp |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| Bartlett & Co. Wealth Management Llc |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
| Scientech Research LLC |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| Degroof Petercam Asset Management |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| Colony Group, LLC |
3 |
| Tdam Usa Inc. |
3 |
| Cantab Capital Partners LLP |
3 |
| Delta Lloyd Nv |
3 |
| CWA Asset Management Group, LLC |
3 |
| Bank Of Nova Scotia |
3 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
3 |
| Bb&t Securities, Llc |
3 |
| River & Mercantile Asset Management Llp |
3 |
| City National Bank |
3 |
| Accent Capital Management, LLC |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
3 |
| Placemark Investments, Inc. |
3 |
| Royal London Asset Management Ltd |
3 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
3 |
| Fpc Investment Advisory, Inc. |
3 |
| Kanaly Trust Co |
3 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
| McAdams Wright Ragen, Inc. |
3 |
| Swedbank AB |
3 |
| LRI Investments, LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
3 |
| Prentiss Smith & Co Inc |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| Hartford Investment Management Co |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
3 |
| Sei Trust Co |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Hm Payson & Co |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Td Private Client Wealth Llc |
3 |
| Cromwell Holdings LLC |
3 |
| Breton Hill Capital Ltd. |
3 |
| Societe Generale |
3 |
| Emerald Acquisition Ltd. |
3 |
| Sanctuary Advisors, LLC |
3 |
| Copeland Capital Management, LLC |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| Principia Wealth Advisory, LLC |
3 |
| IBM Retirement Fund |
3 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
3 |
| Css Llc/il |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Princeton Alpha Management LP |
3 |
| Levitt Capital Management LLC |
3 |
| Colony Group Llc |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| Agf Investments Inc. |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Avalon Advisors, Llc |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Janus Capital Management Llc |
3 |
| StoneX Group Inc. |
3 |
| GLG Partners LP |
3 |
| Chartwell Investment Partners, Llc |
3 |
| CoreCommodity Management, LLC |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| Simon Quick Advisors, Llc |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Laffer Investments |
3 |
| Capital World Investors |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| Glassman Wealth Services |
3 |
| AGF Investments LLC |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| Ada Investment Management, LP |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| Radnor Capital Management, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| Pine River Capital Management L.P. |
3 |
| Farringdon Capital, Ltd. |
3 |
| Peak6 Llc |
3 |
| Quantessence Capital LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Bayforest Capital Ltd |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| Private Advisory Group LLC |
3 |
| Fieldview Capital Management, LLC |
3 |
| Raymond James Trust N.a. |
3 |
| Schwartz Investment Counsel Inc |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| Avantax Planning Partners, Inc. |
3 |
| Putney Financial Group LLC |
3 |
| Investment Partners, Ltd. |
3 |
| Dogwood Wealth Management LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Teza Capital Management LLC |
3 |
| JJJ Advisors Inc. |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| Symmetry Partners, LLC |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| Meridian Wealth Management, LLC |
3 |
| Flinton Capital Management LLC |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| Cim Investment Mangement Inc |
3 |
| Empowered Funds, LLC |
3 |
| Empirical Finance, LLC |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
3 |
| Corient IA LLC |
3 |
| WPG Advisers, LLC |
3 |
| Private Wealth Asset Management, LLC |
3 |
| SummitTX Capital, L.P. |
3 |
| HFM Investment Advisors, LLC |
3 |
| Calamos Advisors LLC |
3 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
3 |
| Virtus Alternative Investment Advisers, Inc. |
3 |
| CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF |
3 |
| Solaris Asset Management Llc |
3 |
| Lee Financial Co |
3 |
| Mycio Wealth Partners, Llc |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
3 |
| AE Wealth Management LLC |
3 |
| Evelyn Partners Investment Management LLP |
3 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| IHT Wealth Management, LLC |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| Glen Harbor Capital Management LLC |
3 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
| Davy Global Fund Management Ltd |
3 |
| Cadence Capital Management Llc |
3 |
| WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
3 |
| BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund |
3 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
