| Proequities, Inc. |
61 |
| Morgan Stanley |
58 |
| Citadel Advisors Llc |
56 |
| UBS Group AG |
56 |
| Susquehanna International Group, Llp |
55 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
55 |
| Bank Of America Corp /de/ |
53 |
| Citigroup Inc |
53 |
| Jpmorgan Chase & Co |
51 |
| Royal Bank Of Canada |
51 |
| Geode Capital Management, Llc |
50 |
| Goldman Sachs Group Inc |
50 |
| Millennium Management Llc |
50 |
| Wells Fargo & Company/mn |
49 |
| Barclays Plc |
49 |
| Jane Street Group, Llc |
48 |
| Tower Research Capital LLC (TRC) |
48 |
| Deutsche Bank Ag\ |
46 |
| Vanguard Group Inc |
46 |
| Northern Trust Corp |
45 |
| Advisor Group Holdings, Inc. |
45 |
| BlackRock, Inc. |
45 |
| Marshall Wace, Llp |
45 |
| Renaissance Technologies Llc |
44 |
| Charles Schwab Investment Management Inc |
43 |
| Virtu Financial LLC |
43 |
| State Street Corp |
43 |
| Bank of New York Mellon Corp |
42 |
| Fmr Llc |
42 |
| Credit Suisse Ag/ |
41 |
| Invesco Ltd. |
41 |
| Bank Of Montreal /can/ |
40 |
| Two Sigma Investments, Lp |
40 |
| Manufacturers Life Insurance Company, The |
40 |
| Dimensional Fund Advisors Lp |
39 |
| Pnc Financial Services Group, Inc. |
39 |
| IFP Advisors, Inc |
39 |
| Ameriprise Financial Inc |
39 |
| Price T Rowe Associates Inc /md/ |
38 |
| Simplex Trading, Llc |
38 |
| Bnp Paribas Arbitrage, Sa |
37 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
37 |
| Prelude Capital Management, Llc |
37 |
| California State Teachers Retirement System |
37 |
| Hrt Financial Lp |
37 |
| California Public Employees Retirement System |
36 |
| New York State Common Retirement Fund |
36 |
| American International Group, Inc. |
36 |
| D. E. Shaw & Co., Inc. |
36 |
| Boothbay Fund Management, Llc |
36 |
| Alliancebernstein L.p. |
36 |
| Two Sigma Advisers, Lp |
36 |
| Legal & General Group Plc |
36 |
| Squarepoint Ops LLC |
36 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
35 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
35 |
| Group One Trading, L.p. |
35 |
| Victory Capital Management Inc |
35 |
| Balyasny Asset Management Llc |
35 |
| GWM Advisors LLC |
35 |
| Wolverine Asset Management Llc |
35 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
35 |
| Raymond James Financial Inc |
34 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
34 |
| Rhumbline Advisers |
34 |
| First Trust Advisors Lp |
34 |
| Northwestern Mutual Wealth Management Co |
34 |
| Us Bancorp \de\ |
34 |
| Qube Research & Technologies Ltd |
34 |
| Voya Investment Management Llc |
34 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
34 |
| Verition Fund Management LLC |
33 |
| Walleye Capital LLC |
33 |
| Russell Investments Group, Ltd. |
33 |
| Macquarie Group Ltd |
33 |
| Federated Hermes, Inc. |
33 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
33 |
| Ancora Advisors, LLC |
33 |
| Gabelli Funds Llc |
32 |
| Two Sigma Securities, Llc |
32 |
| Walleye Trading LLC |
32 |
| Panagora Asset Management Inc |
32 |
| Creative Planning |
32 |
| XTX Topco Ltd |
32 |
| Strs Ohio |
32 |
| Arrowstreet Capital, Limited Partnership |
32 |
| Cwm, Llc |
32 |
| LPL Financial LLC |
32 |
| Nuveen Asset Management, LLC |
32 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
32 |
| Steward Partners Investment Advisory, Llc |
32 |
| SG Americas Securities, LLC |
32 |
| PEAK6 Investments LLC |
32 |
| Ubs Asset Management Americas Inc |
31 |
| Wolverine Trading, Llc |
31 |
| O'shaughnessy Asset Management, Llc |
31 |
| Captrust Financial Advisors |
31 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
31 |
| Amalgamated Bank |
31 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
31 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
31 |
| Gsa Capital Partners Llp |
31 |
| Swiss National Bank |
31 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
30 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
30 |
| First Horizon Advisors, Inc. |
30 |
| Allworth Financial LP |
30 |
| Lazard Asset Management Llc |
30 |
| MetLife Investment Management, LLC |
30 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
30 |
| Huntington National Bank |
30 |
| Public Employees Retirement System Of Ohio |
30 |
| Sei Investments Co |
30 |
| Paloma Partners Management Co |
30 |
| Oxford Asset Management Llp |
30 |
| Aqr Capital Management Llc |
30 |
| Engineers Gate Manager LP |
30 |
| American Century Companies Inc |
30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
30 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
30 |
| ExodusPoint Capital Management, LP |
30 |
| Cubist Systematic Strategies, LLC |
30 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
30 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
30 |
| Metropolitan Life Insurance Co/ny |
30 |
| CIBC Private Wealth Group, LLC |
30 |
| Hsbc Holdings Plc |
29 |
| Prudential Financial Inc |
29 |
| Nomura Holdings Inc |
29 |
| ProShare Advisors LLC |
29 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
29 |
| State Board Of Administration Of Florida Retirement System |
29 |
| Natixis Advisors, L.p. |
29 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
29 |
| Schonfeld Strategic Advisors LLC |
29 |
| Teacher Retirement System Of Texas |
29 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
29 |
| Dynamic Technology Lab Private Ltd |
29 |
| Federation des caisses Desjardins du Quebec |
29 |
| Quadrant Capital Group Llc |
29 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
29 |
| Principal Financial Group Inc |
29 |
| Allianz Asset Management GmbH |
29 |
| Toronto Dominion Bank |
28 |
| Neuberger Berman Group LLC |
28 |
| Ameritas Investment Partners, Inc. |
28 |
| Nisa Investment Advisors, Llc |
28 |
| Bessemer Group Inc |
28 |
| BlackRock Institutional Trust Company, N.A. |
28 |
| Wellington Management Group Llp |
28 |
| BlackRock Investment Management, LLC |
28 |
| Stifel Financial Corp |
28 |
| PDT Partners, LLC |
28 |
| Trexquant Investment LP |
28 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
28 |
| HighTower Advisors, LLC |
28 |
| Comerica Bank |
28 |
| Janney Montgomery Scott LLC |
28 |
| BlackRock Fund Advisors |
28 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
28 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
28 |
| Advisory Services Network, LLC |
28 |
| Magnetar Financial LLC |
28 |
| Quantbot Technologies LP |
28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
28 |
| Ubs Ag |
28 |
| Cutler Group LP |
28 |
| Franklin Resources Inc |
27 |
| Gamco Investors, Inc. Et Al |
27 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
27 |
| Quadrature Capital Ltd |
27 |
| Commonwealth Equity Services, Llc |
27 |
| Jump Financial, LLC |
27 |
| Norges Bank |
27 |
| Covestor Ltd |
27 |
| Rockefeller Capital Management L.P. |
27 |
| Parallax Volatility Advisers, L.P. |
27 |
| Envestnet Asset Management Inc |
27 |
| Mirae Asset Global Investments Co., Ltd. |
27 |
| Jacobs Levy Equity Management, Inc |
27 |
| Thrivent Financial For Lutherans |
27 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
27 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
27 |
| Man Group plc |
27 |
| Occudo Quantitative Strategies Lp |
27 |
| Tiaa Cref Investment Management Llc |
27 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
27 |
| Ladenburg Thalmann Financial Services Inc |
27 |
| Raymond James & Associates |
27 |
| Nationwide Fund Advisors |
27 |
| Royce & Associates Lp |
27 |
| SBI Securities Co., Ltd. |
27 |
| Acadian Asset Management Llc |
27 |
| EverSource Wealth Advisors, LLC |
27 |
| Fifth Third Bancorp |
27 |
| Janus Henderson Group Plc |
27 |
| Parametric Portfolio Associates Llc |
27 |
| Gotham Asset Management, LLC |
27 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
27 |
| Polar Asset Management Partners Inc. |
27 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
26 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
26 |
| Point72 Asset Management, L.P. |
26 |
| Signaturefd, Llc |
26 |
| Private Advisor Group, LLC |
26 |
| State of Wyoming |
26 |
| Arizona State Retirement System |
26 |
| State Of Wisconsin Investment Board |
26 |
| Centiva Capital, LP |
26 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
26 |
| Dark Forest Capital Management Lp |
26 |
| Parallel Advisors, LLC |
26 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
26 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
26 |
| Mackenzie Financial Corp |
26 |
| Marshall Wace North America L.P. |
26 |
| BlueCrest Capital Management Ltd |
26 |
| BlackRock Advisors LLC |
26 |
| Tudor Investment Corp Et Al |
26 |
| Allspring Global Investments Holdings, LLC |
26 |
| Harbour Investments, Inc. |
26 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
26 |
| Jones Financial Companies Lllp |
26 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
26 |
| Teachers Advisors, Llc |
26 |
| Sterling Capital Management LLC |
26 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
26 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
26 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
25 |
| Global Retirement Partners, LLC |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
25 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
25 |
| Russell Frank Co/ |
25 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
25 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
25 |
| Truist Financial Corp |
25 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
25 |
| Brown Advisory Inc |
25 |
| Kcg Holdings, Inc. |
25 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
25 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
25 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
25 |
| Y-Intercept (Hong Kong) Ltd |
25 |
| Public Employees Retirement Association Of Colorado |
25 |
| Los Angeles Capital Management Llc |
25 |
| Dupont Capital Management Corp |
25 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
25 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
25 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
25 |
| First Manhattan Co |
25 |
| MetLife Securities, Inc |
25 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
25 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
25 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
25 |
| D.a. Davidson & Co. |
24 |
| Jefferies Group LLC |
24 |
| LMR Partners LLP |
24 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
24 |
| Farther Finance Advisors, LLC |
24 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
24 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
24 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
24 |
| Mariner, LLC |
24 |
| Geneos Wealth Management Inc. |
24 |
| Assetmark, Inc |
24 |
| Vanguard Index Funds |
24 |
| Ground Swell Capital, LLC |
24 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
24 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
24 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
24 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
24 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
24 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
24 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
24 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
24 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
24 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
24 |
| EAM Investors, LLC |
24 |
| Driehaus Capital Management Llc |
24 |
| M&t Bank Corp |
24 |
| Algert Global Llc |
24 |
| Amundi |
24 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
24 |
| Cresset Asset Management, LLC |
24 |
| Connor, Clark & Lunn Investment Management Ltd. |
24 |
| Nuveen, LLC |
24 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
23 |
| GAMMA Investing LLC |
23 |
| A.R.T. Advisors, LLC |
23 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
23 |
| Jefferies Financial Group Inc. |
23 |
| National Asset Management, Inc. |
23 |
| Raymond James Financial Services Advisors, Inc. |
23 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
23 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
23 |
| Alyeska Investment Group, L.P. |
23 |
| Susquehanna Fundamental Investments, Llc |
23 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
23 |
| Alberta Investment Management Corp |
23 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
23 |
| TD Waterhouse Canada Inc. |
23 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
23 |
| National Bank Of Canada /fi/ |
23 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
23 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
23 |
| Nomura Asset Management Co Ltd |
23 |
| Meeder Asset Management Inc |
23 |
| AdvisorNet Financial, Inc |
23 |
| Police & Firemen's Retirement System of New Jersey |
23 |
| Eagle Asset Management Inc |
23 |
| PEAK6 Investments, L.P. |
23 |
| Great West Life Assurance Co /can/ |
23 |
| MUFG Americas Holdings Corp |
23 |
| Alpine Global Management, LLC |
23 |
| New York State Teachers Retirement System |
23 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
23 |
| Principal Funds Inc |
23 |
| Lindbrook Capital, Llc |
22 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
22 |
| Guggenheim Capital Llc |
22 |
| State of Tennessee, Treasury Department |
22 |
| Versant Capital Management, Inc |
22 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
22 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
22 |
| Teachers Retirement System Of The State Of Kentucky |
22 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
22 |
| Brevan Howard Capital Management LP |
22 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
22 |
| United Services Automobile Association |
22 |
| Weiss Asset Management LP |
22 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
22 |
| Corebridge Financial, Inc. |
22 |
| True Wealth Design, LLC |
22 |
| ClariVest Asset Management LLC |
22 |
| Healthcare Of Ontario Pension Plan Trust Fund |
22 |
| Ergoteles LLC |
22 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
22 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
22 |
| Moore Capital Management, Lp |
22 |
| Parkside Financial Bank & Trust |
22 |
| Coldstream Capital Management Inc |
22 |
| Larson Financial Group LLC |
22 |
| Putnam Investments Llc |
22 |
| FNY Investment Advisers, LLC |
22 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
22 |
| TCI Wealth Advisors, Inc. |
22 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
22 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
22 |
| BlackRock Group LTD |
22 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
22 |
| CoreCap Advisors, LLC |
22 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
22 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
22 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
22 |
| Point72 Hong Kong Ltd |
22 |
| Canada Pension Plan Investment Board |
22 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
22 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
22 |
| Cambridge Investment Research Advisors, Inc. |
22 |
| Aperio Group, LLC |
22 |
| SRS Capital Advisors, Inc. |
22 |
| Quarry LP |
22 |
| Caitong International Asset Management Co., Ltd |
22 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
22 |
| Massmutual Trust Co Fsb/adv |
22 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
22 |
| Highbridge Capital Management Llc |
22 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
22 |
| Pacer Advisors, Inc. |
22 |
| Sowell Financial Services LLC |
22 |
| Glenmede Trust Co Na |
22 |
| Handelsbanken Fonder AB |
22 |
| Loomis Sayles & Co L P |
21 |
| Lord, Abbett & Co. Llc |
21 |
| Ronald Blue Trust, Inc. |
21 |
| Orion Portfolio Solutions, LLC |
21 |
| Laurion Capital Management LP |
21 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
21 |
| Belpointe Asset Management LLC |
21 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
21 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
21 |
| Natixis |
21 |
| Advisor Group, Inc. |
21 |
| Private Trust Co Na |
21 |
| Kestra Advisory Services, LLC |
21 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
21 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
21 |
| Spire Wealth Management |
21 |
| Kennedy Capital Management, Inc. |
21 |
| Essex Investment Management Co Llc |
21 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
21 |
| Hudson Bay Capital Management LP |
21 |
| Baird Financial Group, Inc. |
21 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
21 |
| Glassman Wealth Services |
21 |
| KBC Group NV |
21 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
21 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
21 |
| Spot Trading L.L.C |
21 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
21 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
21 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
21 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
21 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
21 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
21 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
21 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
21 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
21 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
21 |
| College Retirement Equities Fund |
21 |
| Mutual Of America Capital Management Llc |
21 |
| FORA Capital, LLC |
21 |
| Winton Capital Group Ltd |
21 |
| Hartland & Co., LLC |
21 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
21 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
21 |
| Schroder Investment Management Group |
21 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
21 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
21 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
21 |
| Campbell & CO Investment Adviser LLC |
21 |
| BNP Paribas Asset Management Holding S.A. |
21 |
| JustInvest LLC |
21 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
21 |
| Virginia Retirement Systems Et Al |
21 |
| Ensign Peak Advisors, Inc |
20 |
| Axa S.a. |
20 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
20 |
| Aster Capital Management (DIFC) Ltd |
20 |
| Seven Eight Capital, Lp |
20 |
| Brandywine Global Investment Management, LLC |
20 |
| Amundi Pioneer Asset Management Inc |
20 |
| Rothschild Investment Llc |
20 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
20 |
| Piedmont Investment Advisors Llc |
20 |
| Capstone Investment Advisors, Llc |
20 |
| Capital Fund Management S.a. |
20 |
| Bayesian Capital Management, LP |
20 |
| EntryPoint Capital, LLC |
20 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
20 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
20 |
| Capital Performance Advisors Llp |
20 |
| Ci Investments Inc. |
20 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
20 |
| Weiss Strategic Interval Fund |
20 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
20 |
| Managed Account Advisors Llc |
20 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
20 |
| Skopos Labs, Inc. |
20 |
| Fieldpoint Private Securities, LLC |
20 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
20 |
| 1832 Asset Management L.P. |
20 |
| Manchester Capital Management LLC |
20 |
| Quent Capital, LLC |
20 |
| Voloridge Investment Management, Llc |
20 |
| RidgeWorth Capital Management LLC |
20 |
| Oppenheimer & Co Inc |
20 |
| Eaton Vance Management |
20 |
| Cetera Advisor Networks LLC |
20 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
20 |
| CIBC Asset Management Inc |
20 |
| Benjamin F. Edwards & Company, Inc. |
20 |
| Mml Investors Services, Llc |
20 |
| Tfs Capital Llc |
20 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
20 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
20 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
20 |
| Twin Tree Management, LP |
20 |
| Whittier Trust Co |
20 |
| Xponance, Inc. |
20 |
| Quantamental Technologies LLC |
20 |
| Graham Capital Management, L.P. |
20 |
| Bell Investment Advisors, Inc |
20 |
| King Luther Capital Management Corp |
20 |
| Adage Capital Partners Gp, L.l.c. |
20 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
20 |
| PineBridge Investments, L.P. |
20 |
| State of New Jersey Common Pension Fund D |
20 |
| Amalgamated Financial Corp. |
20 |
| Ellevest, Inc. |
20 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
20 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
20 |
| Van Eck Associates Corp |
20 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
20 |
| Bridgeway Capital Management Inc |
20 |
| Penserra Capital Management LLC |
20 |
| Acrospire Investment Management LLC |
20 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
20 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
20 |
| Twinbeech Capital Lp |
20 |
| Stratos Wealth Partners, LTD. |
20 |
| CI Private Wealth, LLC |
20 |
| Exchange Traded Concepts, Llc |
19 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
19 |
| Financial Architects, Inc |
19 |
| Oppenheimer Funds Inc |
19 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
19 |
| International Assets Investment Management, Llc |
19 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
19 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
19 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
19 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
19 |
| Pictet Asset Management Sa |
19 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
19 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
19 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
19 |
| Suntrust Banks Inc |
19 |
| Blair William & Co/il |
19 |
| Klp Kapitalforvaltning As |
19 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
19 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
19 |
| Massachusetts Financial Services Co /ma/ |
19 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
19 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
19 |
| Toroso Investments, LLC |
19 |
| OMERS ADMINISTRATION Corp |
19 |
| Assenagon Asset Management S.A. |
19 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
19 |
| Weiss Multi-Strategy Advisers LLC |
19 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
19 |
| Holocene Advisors, LP |
19 |
| DekaBank Deutsche Girozentrale |
19 |
| Segall Bryant & Hamill, Llc |
19 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
19 |
| Venturi Wealth Management, LLC |
19 |
| Mercer Global Advisors Inc /adv |
19 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
19 |
| Fox Run Management, L.l.c. |
19 |
| Atria Investments Llc |
19 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
19 |
| Steward Financial Group LLC |
19 |
| MAI Capital Management |
19 |
| Trust Co Of Vermont |
19 |
| Aquatic Capital Management LLC |
19 |
| Quest Partners LLC |
19 |
| Principal Securities, Inc. |
19 |
| Clearbridge Investments, LLC |
19 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
19 |
| Calamos Advisors LLC |
19 |
| Scopus Asset Management, L.p. |
19 |
| Summit Trail Advisors, Llc |
19 |
| Hantz Financial Services, Inc. |
19 |
| Pictet Asset Management Holding SA |
19 |
| Intech Investment Management Llc |
19 |
| Plante Moran Financial Advisors, LLC |
19 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
19 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
19 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
19 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
19 |
| Zacks Investment Management |
19 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
19 |
| CWM Advisors, LLC |
19 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
19 |
| Td Asset Management Inc |
19 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
18 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
18 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
18 |
| Brown Brothers Harriman & Co |
18 |
| Thompson Davis & Co., Inc. |
18 |
| Interval Partners, LP |
18 |
| Daiwa Securities Group Inc. |
18 |
| Headlands Technologies LLC |
18 |
| Wealth Enhancement Advisory Services, Llc |
18 |
| Great Lakes Advisors, Llc |
18 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
18 |
| Public Sector Pension Investment Board |
18 |
| Jennison Associates Llc |
18 |
| Picton Mahoney Asset Management |
18 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
18 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
18 |
| Ellington Management Group Llc |
18 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
18 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
18 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
18 |
| Quantitative Systematic Strategies LLC |
18 |
| Guardian Wealth Advisors, LLC |
18 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
18 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
18 |
| Advisors Asset Management, Inc. |
18 |
| Profund Advisors Llc |
18 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
18 |
| Quantinno Capital Management LP |
18 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
18 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
18 |
| Lighthouse Investment Partners, LLC |
18 |
| Sanctuary Advisors, LLC |
18 |
| Municipal Employees' Retirement System of Michigan |
18 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
18 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
18 |
| Crossmark Global Holdings, Inc. |
18 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
18 |
| Pathstone Holdings, LLC |
18 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
18 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
18 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
18 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
18 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
18 |
| Mount Yale Investment Advisors, LLC |
18 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
18 |
| Tcwp Llc |
18 |
| Brinker Capital Investments, LLC |
18 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
18 |
| Bank Of Nova Scotia |
18 |
| Berman Capital Advisors, LLC |
18 |
| Hemington Wealth Management |
18 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
18 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
18 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
18 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
18 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
18 |
| Texas Permanent School Fund |
18 |
| Petrus Trust Company, LTA |
18 |
| State of Alaska, Department of Revenue |
18 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
18 |
| Fortitude Family Office, LLC |
18 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
18 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
18 |
| Bogart Wealth, LLC |
18 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
18 |
| Shell Asset Management Co |
18 |
| Jfs Wealth Advisors, Llc |
18 |
| Brookfield Asset Management Inc. |
18 |
| Humankind Benefit Corp - Humankind US Stock ETF |
18 |
| Jade Capital Advisors, LLC |
18 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
18 |
| Synovus Financial Corp |
18 |
| Vontobel Holding Ltd. |
18 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
18 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
18 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
18 |
| Aigen Investment Management, Lp |
18 |
| Bridgefront Capital, LLC |
18 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
18 |
| Umb Bank N A/mo |
18 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
18 |
| Credit Agricole S A |
18 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
18 |
| Hillsdale Investment Management Inc. |
18 |
| Employees Retirement System of Texas |
18 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
18 |
| Wexford Capital Lp |
18 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
18 |
| Private Capital Group, LLC |
18 |
| Howe & Rusling Inc |
18 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
18 |
| Hexagon Capital Partners LLC |
18 |
| Boston Private Wealth Llc |
18 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
18 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
18 |
| Clear Street Markets Llc |
18 |
| Oppenheimer Asset Management Inc. |
18 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
18 |
| Diametric Capital, LP |
18 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
18 |
| Chicago Equity Partners Llc |
18 |
| NEXT Financial Group, Inc |
18 |
| Diversified Trust Co |
17 |
| Smartleaf Asset Management LLC |
17 |
| Point72 (DIFC) Ltd |
17 |
| Crestline Management, LP |
17 |
| QS Investors, LLC |
17 |
| Global Financial Private Client, LLC |
17 |
| First Mercantile Trust Co |
17 |
| Rise Advisors, LLC |
17 |
| American Portfolios Advisors |
17 |
| Pearl River Capital, LLC |
17 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
17 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
17 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
17 |
| Stevens Capital Management Lp |
17 |
| Cordant, Inc. |
17 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
17 |
| Cetera Investment Advisers |
17 |
| Nordea Investment Management Ab |
17 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
17 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
17 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
17 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
17 |
| Capital Advisors, Ltd. LLC |
17 |
| CENTRAL TRUST Co |
17 |
| Hm Payson & Co |
17 |
| Hbk Investments L P |
17 |
| Farmers & Merchants Investments Inc |
17 |
| Emerald Acquisition Ltd. |
17 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
17 |
| Vestcor Inc |
17 |
| APG Asset Management N.V. |
17 |
| Commerce Bank |
17 |
| FDx Advisors, Inc. |
17 |
| Alphacrest Capital Management Llc |
17 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
17 |
| Bryn Mawr Capital Management Inc |
17 |
| Inceptionr Llc |
17 |
| Jane Street Holding, LLC |
17 |
| Wealthspire Advisors, L.P. |
17 |
| VTL Associates, LLC |
17 |
| Alps Advisors Inc |
17 |
| Sciencast Management LP |
17 |
| Chicago Partners Investment Group LLC |
17 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
17 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
17 |
| Itau Unibanco Holding S.A. |
17 |
| Hutchin Hill Capital, LP |
17 |
| Shelton Capital Management |
17 |
| Bailard, Inc. |
17 |
| Mirabella Financial Services Llp |
17 |
| Css Llc/il |
17 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
17 |
| Rialto Wealth Management, LLC |
17 |
| Empowered Funds, LLC |
17 |
| Regions Financial Corp |
17 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
17 |
| Disciplined Investments, LLC |
17 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
17 |
| Blueshift Asset Management, LLC |
17 |
| Avion Wealth |
17 |
| Irish Life Investment Managers Ltd. |
17 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
17 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
17 |
| Creative Financial Designs Inc /adv |
17 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
17 |
| Pinnacle Wealth Planning Services, Inc. |
17 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
17 |
| Lombard Odier Asset Management (USA) Corp |
17 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
17 |
| HFM Investment Advisors, LLC |
17 |
| Schubert & Co |
17 |
| Prestige Wealth Management Group LLC |
17 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
17 |
| Earnest Partners Llc |
17 |
| SOUTH STATE Corp |
17 |
| Cibc World Markets Corp |
17 |
| Yousif Capital Management, Llc |
17 |
| Globeflex Capital L P |
17 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
17 |
| HAP Trading, LLC |
17 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
17 |
| Versor Investments LP |
17 |
| FineMark National Bank & Trust |
17 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
17 |
| Activest Wealth Management |
17 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
17 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
17 |
| Money Concepts Capital Corp |
17 |
| Profunds - Profund Vp Industrials |
17 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
17 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
17 |
| Wipfli Financial Advisors Llc, |
17 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
17 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
17 |
| SJS Investment Consulting Inc. |
17 |
| Retirement Systems of Alabama |
17 |
| Nebula Research & Development LLC |
17 |
| MQS Management LLC |
17 |
| Barings Llc |
17 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
17 |
| Utah Retirement Systems |
17 |
| Mitsubishi UFJ Trust & Banking Corp |
17 |
| Cullen/frost Bankers, Inc. |
17 |
| Kepos Capital LP |
17 |
| FIL Ltd |
17 |
| CIBC World Markets Inc. |
17 |
| Oregon Public Employees Retirement Fund |
17 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
17 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
17 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
17 |
| Ubs Oconnor Llc |
17 |
| Stone Ridge Asset Management LLC |
17 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
17 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
16 |
| Menta Capital Llc |
16 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
16 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
16 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
16 |
| Sawtooth Solutions, LLC |
16 |
| Stephens Inc /ar/ |
16 |
| Baker Avenue Asset Management, LP |
16 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
16 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
16 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
16 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
16 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
16 |
| Maverick Capital Ltd |
16 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
16 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
16 |
| Lenox Wealth Advisors, LLC |
16 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
16 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
16 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
16 |
| First Hawaiian Bank |
16 |
| Tiaa-cref Funds |
16 |
| Sofos Investments, Inc. |
16 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
16 |
| Cerity Partners LLC |
16 |
| Standard Life Aberdeen plc |
16 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
16 |
| Oak Thistle LLC |
16 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
16 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
16 |
| Optimum Investment Advisors |
16 |
| Skandinaviska Enskilda Banken AB (publ) |
16 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
16 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
16 |
| Vanguard World Fund |
16 |
| Peak6 Llc |
16 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
16 |
| Old Mission Capital Llc |
16 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
16 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
16 |
| Avantax Planning Partners, Inc. |
16 |
| Point72 Asia (Singapore) Pte. Ltd. |
16 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
16 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
16 |
| Assured Investment Management LLC |
16 |
| Entropy Technologies, LP |
16 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
16 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
16 |
| First Quadrant L P/ca |
16 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
16 |
| Nine Chapters Capital Management LLC |
16 |
| Bay Harbor Wealth Management, LLC |
16 |
| Wolff Wiese Magana Llc |
16 |
| Weld Capital Management Llc |
16 |
| Castleark Management Llc |
16 |
| Xact Kapitalforvaltning AB |
16 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
16 |
| GAM Holding AG |
16 |
| Johnson Financial Group, Inc. |
16 |
| Point72 Middle East FZE |
16 |
| State Of Michigan Retirement System |
16 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
16 |
| Oppenheimer Etf Trust |
16 |
| Illinois Municipal Retirement Fund |
16 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
16 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
16 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
16 |
| Mather Group, Llc. |
16 |
| Banque Cantonale Vaudoise |
16 |
| Element Capital Management Llc |
16 |
| DiNuzzo Private Wealth, Inc. |
16 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
16 |
| Keebeck Alpha, LP |
16 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
16 |
| Proficio Capital Partners LLC |
16 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
16 |
| Innealta Capital, Llc |
16 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
16 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
16 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
16 |
| CSat Investment Advisory, L.P. |
16 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
16 |
| Pathstone Family Office, Llc |
16 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
16 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
16 |
| Waddell & Reed Financial Inc |
16 |
| Raymond James Trust N.a. |
16 |
| NumerixS Investment Technologies Inc |
16 |
| Ashton Thomas Private Wealth, LLC |
16 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
16 |
| Mason Street Advisors, Llc |
16 |
| Cnh Partners Llc |
16 |
| Twin Peaks Wealth Advisors, LLC |
16 |
| Kayne Anderson Rudnick Investment Management Llc |
16 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
16 |
| Cinctive Capital Management LP |
16 |
| Riverview Trust Co |
16 |
| Evoke Wealth, Llc |
16 |
| Keybank National Association/oh |
16 |
| Advisory Research Inc |
16 |
| Tfs Capital Investment Trust |
16 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
16 |
| Rehmann Capital Advisory Group |
16 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
16 |
| Spring Creek Capital Llc |
16 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
16 |
| CVA Family Office, LLC |
16 |
| NewSquare Capital LLC |
16 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
16 |
| New Mexico Educational Retirement Board |
16 |
| PENN SERIES FUNDS INC - International Equity Fund |
16 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
16 |
| Bokf, Na |
16 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
16 |
| T. Rowe Price Investment Management, Inc. |
16 |
| Fuller & Thaler Asset Management, Inc. |
16 |
| GHP Investment Advisors, Inc. |
16 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
16 |
| USA Financial Portformulas Corp |
16 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
16 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
16 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
16 |
| Wiley Bros.-aintree Capital, Llc |
16 |
| Invictus RG |
16 |
| Parkworth Wealth Management, Inc. |
16 |
| Pictet Asset Management Ltd |
16 |
| Tortoise Investment Management, LLC |
16 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
16 |
| Cornerstone Planning Group LLC |
16 |
| Asset Management One Co., Ltd. |
16 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
16 |
| Louisiana State Employees Retirement System |
16 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
16 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
16 |
| Sherbrooke Park Advisers Llc |
16 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
16 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
16 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
16 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
16 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
16 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
16 |
| SECOR Capital Advisors, LP |
16 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
16 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
16 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
16 |
| ETRADE Capital Management LLC |
16 |
| Treasurer of the State of North Carolina |
16 |
| Securian Asset Management, Inc |
15 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
15 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
15 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
15 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
15 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
15 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
15 |
| Vident Advisory, LLC |
15 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
15 |
| Private Wealth Management Group, LLC |
15 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
15 |
| Profunds - Profund Vp Oil & Gas |
15 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
15 |
| Moneta Group Investment Advisors Llc |
15 |
| Boston Partners |
15 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
15 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
15 |
| Cipher Capital LP |
15 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
15 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
15 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
15 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
15 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
15 |
| Rafferty Asset Management, LLC |
15 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
15 |
| Catalyst Capital Advisors LLC |
15 |
| AHL Partners LLP |
15 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
15 |
| Spark Investment Management LLC |
15 |
| Annis Gardner Whiting Capital Advisors, LLC |
15 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
15 |
| Paradigm Asset Management Co Llc |
15 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
15 |
| New Age Alpha Advisors, LLC |
15 |
| CX Institutional |
15 |
| Mackay Shields Llc |
15 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
15 |
| ORG Partners LLC |
15 |
| Quantitative Investment Management, LLC |
15 |
| Crewe Advisors LLC |
15 |
| Robeco Institutional Asset Management B.V. |
15 |
| New York Life Investment Management Llc |
15 |
| Coppell Advisory Solutions LLC |
15 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
15 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
15 |
| Vantagepoint Funds |
15 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
15 |
| Bartlett & Co. Wealth Management Llc |
15 |
| Hughes Financial Services, LLC |
15 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
15 |
| Cromwell Holdings LLC |
15 |
| Machina Capital S.a.s. |
15 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
15 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
15 |
| Sculptor Capital LP |
15 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
15 |
| J. Goldman & Co LP |
15 |
| Snowden Capital Advisors LLC |
15 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
15 |
| Caxton Associates Lp |
15 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
15 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
15 |
| Freestone Capital Holdings, LLC |
15 |
| Maryland State Retirement & Pension System |
15 |
| Colonial Trust Co / SC |
15 |
| United Capital Financial Advisers, Llc |
15 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
15 |
| DnB Asset Management AS |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
15 |
| nVerses Capital, LLC |
15 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
15 |
| Silvercrest Asset Management Group Llc |
15 |
| Central Pacific Bank - Trust Division |
15 |
| Ritholtz Wealth Management |
15 |
| Stephens Consulting, LLC |
15 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
15 |
| Northwestern Mutual Investment Management Company, Llc |
15 |
| Teza Capital Management LLC |
15 |
| GW&K Investment Management, LLC |
15 |
| Valeo Financial Advisors, LLC |
15 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
15 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
15 |
| Eagle Bay Advisors LLC |
15 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
15 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
15 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
15 |
| Claris Advisors, Llc / Mo / |
15 |
| Airain ltd |
15 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
15 |
| JJJ Advisors Inc. |
15 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
15 |
| First Republic Investment Management, Inc. |
15 |
| Fred Alger Management, Llc |
15 |
| Moody National Bank Trust Division |
15 |
| Quest Capital Management Inc /adv |
15 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
15 |
| Fisher Asset Management, LLC |
15 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
15 |
| Rydex Etf Trust |
15 |
| Rational Advisors Llc |
15 |
| Townsquare Capital Llc |
15 |
| Duality Advisers, Lp |
15 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
15 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
15 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
15 |
| WFG Advisors, LP |
15 |
| Carolinas Wealth Consulting Llc |
15 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
15 |
| Cadence Capital Management Llc |
15 |
| Carroll Financial Associates, Inc. |
15 |
| Zions Bancorporation, N.A. |
15 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
15 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
15 |
| Ethic Inc. |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
15 |
| Ameritas Investment Corp |
15 |
| Golden State Wealth Management, LLC |
15 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
15 |
| Harbor Investment Advisory, Llc |
15 |
| Kore Private Wealth LLC |
15 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
15 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
15 |
| Six Circles Trust - Six Circles Global Bond Fund |
15 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
15 |
| Perigon Wealth Management, LLC |
15 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
15 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
15 |
| Karp Capital Management Corp |
15 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
15 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
15 |
| Gradient Investments LLC |
15 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
15 |
| BRYN MAWR TRUST Co |
15 |
| Avantax Advisory Services, Inc. |
15 |
| FourThought Financial, LLC |
15 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
15 |
| Chartwell Investment Partners, Llc |
15 |
| Vigilant Capital Management, LLC |
15 |
| Axq Capital, Lp |
15 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
15 |
| Martingale Asset Management L P |
15 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
15 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
15 |
| Davidson Kempner Capital Management Lp |
15 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
15 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
15 |
| Seacrest Wealth Management, Llc |
15 |
| Bare Financial Services, Inc |
15 |
| Calvert Investment Management, Inc. |
15 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
15 |
| Allstate Corp |
14 |
| Northern Trust Co Of Connecticut |
14 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
14 |
| Associated Banc-corp |
14 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
14 |
| People's United Financial, Inc. |
14 |
| Cornerstone Capital Management Holdings Llc. |
14 |
| Csenge Advisory Group |
14 |
| Impax Asset Management Group plc |
14 |
| Eaton Vance Ltd Duration Income Fund |
14 |
| Resources Investment Advisors, LLC. |
14 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
14 |
| Riverhead Capital Management Llc |
14 |
| Johnson Investment Counsel Inc |
14 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
14 |
| SAC Capital Advisors LP |
14 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
14 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
14 |
| Phoenix Holdings Ltd. |
14 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
14 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
14 |
| Investors Research Corp |
14 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
14 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
14 |
| Atlantic Trust, LLC |
14 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
14 |
| Elkfork Partners LLC |
14 |
| Symmetry Partners, LLC |
14 |
| Harvest Fund Management Co., Ltd |
14 |
| Lee Financial Co |
14 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
14 |
| Cigna Investments Inc /new |
14 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
14 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
14 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
14 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
14 |
| Bridgewater Associates, LP |
14 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
14 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
14 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
14 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
14 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
14 |
| Clinton Group Inc |
14 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
14 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
14 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
14 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
14 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
14 |
| WPG Advisers, LLC |
14 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
14 |
| Smithfield Trust Co |
14 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
14 |
| Bartlett & Co. LLC |
14 |
| First Citizens Bank & Trust Co |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
14 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
14 |
| Checchi Capital Advisers, LLC |
14 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
14 |
| C M Bidwell & Associates Ltd |
14 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
14 |
| Nicholas Investment Partners, LP |
14 |
| Envestnet Portfolio Solutions, Inc. |
14 |
| Janney Capital Management LLC |
14 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
14 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
14 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
14 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
14 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
14 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
14 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
14 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
14 |
| Gemmer Asset Management LLC |
14 |
| Everence Capital Management Inc |
14 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
14 |
| Erste Asset Management GmbH |
14 |
| Convergence Investment Partners, LLC |
14 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
14 |
| Parametrica Management Ltd |
14 |
| Td Private Client Wealth Llc |
14 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
14 |
| Thompson Siegel & Walmsley Llc |
14 |
| Financial Management Professionals, Inc. |
14 |
| Commonwealth Equity Services, Inc |
14 |
| Centaurus Financial, Inc. |
14 |
| Profunds - Profund Vp Small-cap |
14 |
| Gabelli Equity Trust Inc |
14 |
| Independent Portfolio Consultants, Inc. |
14 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
14 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
14 |
| Aviva Plc |
14 |
| Profunds - Profund Vp Ultrasmall-cap |
14 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
14 |
| Tocqueville Asset Management L.p. |
14 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
14 |
| CenterStar Fund, LLC |
14 |
| Bb&t Securities, Llc |
14 |
| Visium Asset Management, LP |
14 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
14 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
14 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
14 |
| RBF Capital, LLC |
14 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
14 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
14 |
| Old Mutual Customised Solutions (proprietary) Ltd |
14 |
| Savant Capital, LLC |
14 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
14 |
| Numeric Investors Llc |
14 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
14 |
| Raleigh Capital Management Inc. |
14 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
14 |
| Janus Capital Management Llc |
14 |
| Washington Trust Advisors, Inc. |
14 |
| Principia Wealth Advisory, LLC |
14 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
14 |
| DAVENPORT & Co LLC |
14 |
| Tompkins Financial Corp |
14 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
14 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
14 |
| Chevy Chase Trust Holdings, Inc. |
14 |
| Delpha Capital Management, Llc |
14 |
| Capstone Asset Management Co |
14 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
14 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
14 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
14 |
| Baystate Wealth Management LLC |
14 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
14 |
| BlackRock Japan Co. Ltd |
14 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
14 |
| Ing Groep Nv |
14 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
14 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
14 |
| Landscape Capital Management, L.l.c. |
14 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
14 |
| Ashton Thomas Securities, Llc |
14 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
14 |
| VCGAX - VALIC Co I - Growth & Income Fund |
14 |
| We Are One Seven, LLC |
14 |
| Vident Investment Advisory, LLC |
14 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
14 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
14 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
14 |
| Atom Investors LP |
14 |
| Sunbelt Securities, Inc. |
14 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
14 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
14 |
| Liberty Mutual Group Asset Management Inc. |
14 |
| GPS Wealth Strategies Group, LLC |
14 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
14 |
| Sequoia Financial Advisors, LLC |
14 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
14 |
| Neo Ivy Capital Management |
14 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
14 |
| Cetera Advisors LLC |
14 |
| TFC Financial Management |
14 |
| Whittier Trust Co Of Nevada Inc |
14 |
| Ramsey Quantitative Systems |
14 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
14 |
| Gideon Capital Advisors, Inc. |
14 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
14 |
| Hancock Whitney Corp |
14 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
14 |
| Commonwealth Bank Of Australia |
14 |
| Capital Asset Advisory Services LLC |
14 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
14 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
14 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
14 |
| Fort, L.p. |
14 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
14 |
| Edgestream Partners, L.P. |
14 |
| Caisse De Depot Et Placement Du Quebec |
14 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
13 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
13 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
13 |
| Ontario Teachers Pension Plan Board |
13 |
| Winslow, Evans & Crocker, Inc. |
13 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
13 |
| William Blair Investment Management, Llc |
13 |
| Legato Capital Management LLC |
13 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
13 |
| North Star Investment Management Corp. |
13 |
| Cornerstone Advisors, Inc. |
13 |
| Robeco Schweiz AG |
13 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
13 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
13 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
13 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
13 |
| Deere & Co |
13 |
| Old National Bancorp /in/ |
13 |
| Evercore Wealth Management, LLC |
13 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
13 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
13 |
| Sachetta, LLC |
13 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
13 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
13 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
13 |
| Kapitalo Investimentos Ltda |
13 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
13 |
| Tfo-tdc, Llc |
13 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
13 |
| Fifth Third Wealth Advisors LLC |
13 |
| V-Square Quantitative Management LLC |
13 |
| Fiera Capital Corp |
13 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
13 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
13 |
| Legacy Financial Advisors, Inc. |
13 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
13 |
| Sutton Wealth Advisors Inc. |
13 |
| Park Avenue Securities Llc |
13 |
| Nachman Norwood & Parrott, Inc |
13 |
| Meadow Creek Investment Management LLC |
13 |
| Ameritas Advisory Services, LLC |
13 |
| Candriam Luxembourg S.C.A. |
13 |
| Prospera Financial Services Inc |
13 |
| Cambridge Trust Co |
13 |
| Woodline Partners LP |
13 |
| Blackrock Corporate High Yield Fund, Inc. |
13 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
13 |
| Yorktown Management & Research Co Inc |
13 |
| Lido Advisors, LLC |
13 |
| Veritable, L.P. |
13 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
13 |
| Concord Wealth Partners |
13 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
13 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
13 |
| Balentine LLC |
13 |
| AMP Capital Investors Ltd |
13 |
| Wilbanks Smith & Thomas Asset Management Llc |
13 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
13 |
| SYSTM Wealth Solutions LLC |
13 |
| Maven Securities LTD |
13 |
| Granite Investment Partners, LLC |
13 |
| Interchange Capital Partners, LLC |
13 |
| Bruce G. Allen Investments, LLC |
13 |
| B. Metzler seel. Sohn & Co. Holding AG |
13 |
| Whitebox Advisors Llc |
13 |
| Motco |
13 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
13 |
| Concentric Capital Strategies, LP |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
13 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
13 |
| City Holding Co |
13 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
13 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
13 |
| Sei Trust Co |
13 |
| Ossiam |
13 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
13 |
| Invictus RG Pte. Ltd. |
13 |
| Sandy Spring Bank |
13 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
13 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
13 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
13 |
| Moors & Cabot, Inc. |
13 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
13 |
| Nbc Securities, Inc. |
13 |
| Invesco Senior Loan Fund |
13 |
| GV Financial Advisors |
13 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
13 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
13 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
13 |
| GeoWealth Management, LLC |
13 |
| American Capital Advisory, LLC |
13 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
13 |
| HighPoint Advisor Group LLC |
13 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
13 |
| FNY Managed Accounts LLC |
13 |
| Tcw Group Inc |
13 |
| General Motors Investment Management Corp |
13 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
13 |
| MUFG Securities EMEA plc |
13 |
| Guggenheim Active Allocation Fund |
13 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
13 |
| Catalyst Funds Management Pty Ltd |
13 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
13 |
| Qsemble Capital Management, LP |
13 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
13 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
13 |
| National Planning Corp |
13 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
13 |
| Scientech Research LLC |
13 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
13 |
| Caption Management, LLC |
13 |
| Institutional & Family Asset Management, Llc |
13 |
| Shepherd Kaplan Krochuk, Llc |
13 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
13 |
| Stephenson National Bank & Trust |
13 |
| Paces Ferry Wealth Advisors, Llc |
13 |
| ISAM Funds (UK) Ltd |
13 |
| Global X Management CO LLC |
13 |
| Citizens Financial Group Inc/ri |
13 |
| Arkadios Wealth Advisors |
13 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
13 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
13 |
| Forum Financial Management, LP |
13 |
| Quaker Wealth Management, LLC |
13 |
| Sit Investment Associates Inc |
13 |
| Mckinley Capital Management Llc /delaware |
13 |
| Brewin Dolphin Ltd |
13 |
| World Asset Management Inc |
13 |
| Keeley-Teton Advisors, LLC |
13 |
| Champlain Investment Partners, LLC |
13 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
13 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
13 |
| Invesco Senior Income Trust |
13 |
| Vantage Consulting Group Inc |
13 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
13 |
| Ieq Capital, Llc |
13 |
| Brinker Capital Inc |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
13 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
13 |
| Princeton Alpha Management LP |
13 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
13 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
13 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
13 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
13 |
| Blackrock Ltd Duration Income Trust |
13 |
| Patriot Financial Group Insurance Agency, LLC |
13 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
| Heartland Advisors Inc |
13 |
| Cary Street Partner Investment Advisory Llc |
13 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
13 |
| Etf Managers Group, Llc |
13 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
13 |
| First Personal Financial Services |
13 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
13 |
| IndexIQ Advisors LLC |
13 |
| Covington Capital Management |
13 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
13 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
13 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
13 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
13 |
| Cerebellum GP, LLC |
12 |
| Royce Value Trust Inc |
12 |
| Salem Investment Counselors Inc |
12 |
| NatWest Group plc |
12 |
| Ceredex Value Advisors LLC |
12 |
| Winton Diversified Opportunities Fund |
12 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
12 |
| Avestar Capital, LLC |
12 |
| Arlington Trust Co LLC |
12 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
12 |
| Park Place Capital Corp |
12 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
12 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
12 |
| State Farm Mutual Fund Trust |
12 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
12 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
12 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
12 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
12 |
| Wedbush Securities Inc |
12 |
| Absolute Return Capital, LLC |
12 |
| Sumitomo Mitsui Trust Holdings, Inc. |
12 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
12 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
12 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
12 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
12 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
12 |
| Kestra Investment Management, LLC |
12 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
12 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
12 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
12 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
12 |
| Dorsey Wright & Associates |
12 |
| Stux Capital Management, LLC |
12 |
| MCF Advisors LLC |
12 |
| Pine River Capital Management L.P. |
12 |
| Venture Visionary Partners LLC |
12 |
| Mv Capital Management, Inc. |
12 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
12 |
| RHJ International SA |
12 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
12 |
| LRI Investments, LLC |
12 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
12 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
12 |
| Boston Private Bank & Trust Co |
12 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
12 |
| Commerzbank Aktiengesellschaft /fi |
12 |
| Cookson Peirce & Co Inc |
12 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
12 |
| FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
12 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
12 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
12 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
12 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
12 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
12 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
12 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
12 |
| Wbi Investments, Inc. |
12 |
| Hartford Investment Management Co |
12 |
| WealthTrak Capital Management LLC |
12 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
12 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
12 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
12 |
| Claraphi Advisory Network, LLC |
12 |
| RMB Capital Management, LLC |
12 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
12 |
| AGF Investments LLC |
12 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
12 |
| Coastal Investment Advisors, Inc. |
12 |
| Alera Investment Advisors, LLC |
12 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
12 |
| Beacon Pointe Advisors, LLC |
12 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
12 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
12 |
| Front Row Advisors LLC |
12 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
12 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
12 |
| TimesSquare Capital Management, LLC |
12 |
| Centerpoint Advisors, LLC |
12 |
| Rsm Us Wealth Management Llc |
12 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
12 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
12 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
12 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
12 |
| Meiji Yasuda Asset Management Co Ltd. |
12 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
12 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
12 |
| Regentatlantic Capital Llc |
12 |
| State Farm Variable Product Trust |
12 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
12 |
| Eqis Capital Management, Inc. |
12 |
| Tlp Group Llc |
12 |
| LS Investment Advisors, LLC |
12 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
12 |
| Corton Capital Inc. |
12 |
| Mason Street Advisors, Llc |
12 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
12 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
12 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
12 |
| Westpac Banking Corp |
12 |
| Procyon Private Wealth Partners, LLC |
12 |
| Arlington Partners LLC |
12 |
| B. Metzler seel. Sohn & Co. AG |
12 |
| Hartford Mutual Funds Inc/ct |
12 |
| Financial Network Wealth Advisors LLC |
12 |
| Enterprise Financial Services Corp |
12 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
12 |
| LGT Financial Advisors LLC |
12 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
12 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
12 |
| R Squared Ltd |
12 |
| Koch Industries Inc |
12 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
12 |
| James Investment Research Inc |
12 |
| Integrated Wealth Concepts LLC |
12 |
| Bank Julius Baer & Co. Ltd, Zurich |
12 |
| Westchester Capital Management, LLC |
12 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
12 |
| VCSMX - VALIC Co I - Small Cap Fund |
12 |
| Glen Eagle Advisors, LLC |
12 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
12 |
| AE Wealth Management LLC |
12 |
| Colony Group, LLC |
12 |
| Cassady Schiller Wealth Management, LLC |
12 |
| IHT Wealth Management, LLC |
12 |
| Deprince Race & Zollo Inc |
12 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
12 |
| Oakbrook Investments Llc |
12 |
| BNP Paribas Investment Partners S.A. |
12 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
12 |
| Catapult Capital Management Llc |
12 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
12 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
12 |
| Cornercap Investment Counsel Inc |
12 |
| NN Investment Partners Holdings N.V. |
12 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
12 |
| Foundry Partners, LLC |
12 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
12 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
12 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
12 |
| Tsfg, Llc |
12 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
12 |
| Wealthfront Advisers Llc |
12 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
12 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
12 |
| Philadelphia Trust Co |
12 |
| Altshuler Shaham Ltd |
12 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
12 |
| Meridian Wealth Partners, LLC |
12 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
12 |
| Wealthfront Inc |
12 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
12 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
12 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
12 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
12 |
| CAPROCK Group, Inc. |
12 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
12 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
12 |
| Ardsley Advisory Partners Lp |
12 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
12 |
| Winton Capital Management Ltd |
12 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
12 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
12 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
12 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
12 |
| Washington Trust Bank |
12 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
12 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
12 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
12 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
12 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
12 |
| Freestone Grove Partners LP |
12 |
| UMA Financial Services, Inc. |
12 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
12 |
| Ropes Wealth Advisors Llc |
12 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
12 |
| Bleakley Financial Group, LLC |
12 |
| Financial Advocates Investment Management |
12 |
| First Horizon Corp |
12 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
12 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
12 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
12 |
| Baird Robert W & Co Inc /wi/ |
12 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
12 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
12 |
| Apollon Wealth Management, LLC |
12 |
| Agf Investments Inc. |
12 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
| Placemark Investments, Inc. |
12 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
12 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
12 |
| WR Wealth Planners, LLC |
12 |
| Nuveen Core Equity Alpha Fund |
12 |
| South Dakota Investment Council |
12 |
| Wedge Capital Management L L P/nc |
12 |
| Column Capital Advisors, LLC |
12 |
| Levin Capital Strategies, L.p. |
12 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
12 |
| Symphony Asset Management Llc |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
12 |
| Logan Capital Management Inc |
12 |
| Beacon Capital Management, LLC |
12 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
12 |
| Luminus Management Llc |
12 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
12 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
12 |
| Montag A & Associates Inc |
12 |
| Pitcairn Co |
12 |
| Gyon Technologies Capital Management, LP |
12 |
| IBM Retirement Fund |
12 |
| Atria Wealth Solutions, Inc. |
12 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
11 |
| Shay Capital LLC |
11 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
11 |
| Reilly Financial Advisors, Llc |
11 |
| Vestmark Advisory Solutions, Inc. |
11 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
11 |
| Whipplewood Advisors, LLC |
11 |
| Dakota Wealth Management |
11 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
11 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
11 |
| Valley National Advisers Inc |
11 |
| Signet Financial Management, Llc |
11 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
11 |
| Truewealth Llc |
11 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
11 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
11 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
11 |
| Systematic Financial Management Lp |
11 |
| Comerica Securities,inc. |
11 |
| Advisors Preferred, LLC |
11 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
11 |
| Forum Funds |
11 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
11 |
| Pallas Capital Advisors LLC |
11 |
| Continuum Advisory, LLC |
11 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
11 |
| Zweig-DiMenna Associates LLC |
11 |
| Blackrock Debt Strategies Fund, Inc. |
11 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
11 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
11 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
11 |
| Toth Financial Advisory Corp |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
11 |
| Focused Wealth Management, Inc |
11 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
11 |
| Oarsman Capital, Inc. |
11 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
11 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
11 |
| BBT Capital Management, LLC |
11 |
| Longfellow Investment Management Co Llc |
11 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
11 |
| Azzad Asset Management Inc /adv |
11 |
| Harvest Group Wealth Management, Llc |
11 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
11 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
11 |
| Bbva Usa |
11 |
| TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
11 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
11 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
11 |
| Advisor Resource Council |
11 |
| Horizon Investments, LLC |
11 |
| Dubuque Bank & Trust Co |
11 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
11 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
11 |
| Kilter Group LLC |
11 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
11 |
| Santa Fe Partners LLC |
11 |
| Tiverton Asset Management Llc |
11 |
| Bb&t Investment Services, Inc. |
11 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
11 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
11 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
11 |
| Soros Fund Management Llc |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
11 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
11 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
11 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
11 |
| Atlas Capital Advisors Llc |
11 |
| FinTrust Capital Advisors, LLC |
11 |
| Archer Investment Corp |
11 |
| Prudential Plc |
11 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
11 |
| Norden Group Llc |
11 |
| Glenmede Investment Management, LP |
11 |
| Pendal Group Ltd |
11 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
11 |
| Jain Global LLC |
11 |
| Timber Hill LLC |
11 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
11 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
11 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
11 |
| Numerai GP LLC |
11 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
11 |
| Wealthcare Capital Management Llc |
11 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
11 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
11 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
11 |
| Trustcore Financial Services, Llc |
11 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
11 |
| Regent Peak Wealth Advisors LLC |
11 |
| Claymore Exchange-traded Fund Trust |
11 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
11 |
| Shapiro Robert N |
11 |
| Sheets Smith Wealth Management |
11 |
| Knight Capital Group, Inc. |
11 |
| West Paces Advisors Inc. |
11 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
11 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
11 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
11 |
| Glazer Capital, Llc |
11 |
| Balter Liquid Alternatives, LLC |
11 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
11 |
| Beaird Harris Wealth Management, LLC |
11 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
11 |
| Anchor Investment Management, LLC |
11 |
| Baader Bank INC |
11 |
| YHB Investment Advisors, Inc. |
11 |
| Cowen And Company, Llc |
11 |
| Asset Dedication, LLC |
11 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
11 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
11 |
| BDO Wealth Advisors, LLC |
11 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
11 |
| Man Investments Ltd |
11 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
11 |
| Brasada Capital Management, Lp |
11 |
| Grove Bank & Trust |
11 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
11 |
| JNBA Financial Advisors |
11 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
11 |
| Societe Generale |
11 |
| Artisan Partners Limited Partnership |
11 |
| My Personal CFO, LLC |
11 |
| West Branch Capital LLC |
11 |
| Penn Capital Management Co Inc |
11 |
| Varma Mutual Pension Insurance Co |
11 |
| Wealthcare Advisory Partners LLC |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
11 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
11 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
11 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
11 |
| Barrow Hanley Mewhinney & Strauss Llc |
11 |
| Gabelli Equity Series Funds Inc |
11 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
11 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
11 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
11 |
| Sound Income Strategies, LLC |
11 |
| Oliver Lagore Vanvalin Investment Group |
11 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
11 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
11 |
| Kornitzer Capital Management Inc /ks |
11 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
11 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
11 |
| Simon Quick Advisors, Llc |
11 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
11 |
| Mascoma Wealth Management LLC |
11 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
11 |
| 111 Capital |
11 |
| Dean Investment Associates, Llc |
11 |
| Transce3nd, LLC |
11 |
| Perritt Capital Management Inc |
11 |
| Ostrum Asset Management |
11 |
| Millburn Ridgefield Corp |
11 |
| Ballentine Partners, LLC |
11 |
| Yakira Capital Management, Inc. |
11 |
| HB Wealth Management, LLC |
11 |
| Aristides Capital LLC |
11 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
11 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
11 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
11 |
| Caas Capital Management Lp |
11 |
| Opal Wealth Advisors, LLC |
11 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
11 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
11 |
| Alpha Paradigm Partners, LLC |
11 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
11 |
| Colonial Trust Advisors |
11 |
| Lsv Asset Management |
11 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
11 |
| I.g. Investment Management, Ltd. |
11 |
| Empirical Finance, LLC |
11 |
| Alpha DNA Investment Management LLC |
11 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
11 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
11 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
11 |
| West Tower Group, LLC |
11 |
| Capital Guardian Trust Co |
11 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
11 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
11 |
| Private Wealth Asset Management, LLC |
11 |
| Old Mutual Global Investors (UK) Ltd. |
11 |
| SkyView Investment Advisors, LLC |
11 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
11 |
| Harbor Capital Advisors, Inc. |
11 |
| Eastern Bank |
11 |
| Sigma Planning Corp |
11 |
| Van Hulzen Asset Management, LLC |
11 |
| Intrust Bank Na |
11 |
| Tyers Asset Management LLC |
11 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
11 |
| Childress Capital Advisors, Llc |
11 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
11 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
11 |
| Claro Advisors LLC |
11 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
11 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
11 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
11 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
11 |
| Dynamic Capital Management Ltd |
11 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
11 |
| Twin Capital Management Inc |
11 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
11 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
11 |
| Vanguard Explorer Fund |
11 |
| Jaffetilchin Investment Partners, LLC |
11 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
11 |
| Enlightenment Research, LLC |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
11 |
| Stanley-Laman Group, Ltd. |
11 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
11 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
11 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
11 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
11 |
| Peregrine Capital Management Llc |
10 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
10 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
10 |
| Edmond De Rothschild Holding S.a. |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
10 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
10 |
| Perpetual Ltd |
10 |
| Gts Securities Llc |
10 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
10 |
| UniSuper Management Pty Ltd |
10 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
10 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
10 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
10 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
10 |
| Greenleaf Trust |
10 |
| Gabelli Dividend & Income Trust |
10 |
| Fidelis Capital Partners, LLC |
10 |
| Profunds - Profund Vp Mid-cap Growth |
10 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
10 |
| Provenance Wealth Advisors, LLC |
10 |
| Profunds - Profund Vp Ultramid-cap |
10 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
10 |
| Marquette Asset Management, LLC |
10 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
10 |
| Romano Brothers And Company |
10 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
10 |
| Epoch Investment Partners, Inc. |
10 |
| Gateway Investment Advisers Llc |
10 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
10 |
| Mountain Pacific Investment Advisers Inc/id |
10 |
| EULAV Asset Management |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
10 |
| Qrg Capital Management, Inc. |
10 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
10 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
10 |
| Rivernorth Capital Management, Llc |
10 |
| L & S Advisors Inc |
10 |
| Nvwm, Llc |
10 |
| River & Mercantile Asset Management Llp |
10 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
10 |
| K2 Principal Fund, L.p. |
10 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
10 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
10 |
| Fiduciary Trust Co |
10 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
10 |
| Fortitude Advisory Group L.L.C. |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
10 |
| Zurich Insurance Group Ltd/FI |
10 |
| Hilltop Holdings Inc. |
10 |
| Linden Advisors Lp |
10 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
10 |
| Nicholas Company, Inc. |
10 |
| Lecap Asset Management Ltd |
10 |
| Wasatch Advisors Inc |
10 |
| Smith Asset Management Group Lp |
10 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
10 |
| Campbell Multi-strategy Trust |
10 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
10 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
10 |
| Simplicity Wealth,LLC |
10 |
| Arden Investment Series Trust |
10 |
| Camarda Financial Advisors, LLC |
10 |
| Hudock, Inc. |
10 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
10 |
| PharVision Advisers, LLC |
10 |
| Select Equity Group, L.P. |
10 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
10 |
| Hanseatic Management Services Inc |
10 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
10 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
10 |
| Tokio Marine Asset Management Co Ltd |
10 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
10 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
10 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
10 |
| Capital World Investors |
10 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
10 |
| First Eagle Investment Management, LLC |
10 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
10 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
10 |
| Congress Wealth Management LLC / DE / |
10 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
10 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
10 |
| Sageworth Trust Co |
10 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
10 |
| Mosaic Family Wealth, LLC |
10 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
10 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
10 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
10 |
| Webster Bank, N. A. |
10 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
10 |
| Benjamin Edwards Inc |
10 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
10 |
| Thb Asset Management |
10 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
10 |
| Contravisory Investment Management, Inc. |
10 |
| Amerivest Investment Management LLC |
10 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
10 |
| Palisade Capital Management Llc/nj |
10 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
10 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
10 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
10 |
| Wunderlich Securities, Inc. |
10 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
10 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
| Symphony Financial, Ltd. Co. |
10 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
10 |
| Scotia Capital Inc. |
10 |
| IMC-Chicago, LLC |
10 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
10 |
| Fulton Bank, N.a. |
10 |
| Albion Financial Group /ut |
10 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
10 |
| Voya Financial Advisors, Inc. |
10 |
| Newbridge Financial Services Group, Inc. |
10 |
| EP Wealth Advisors, Inc. |
10 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
10 |
| Lmcg Investments, Llc |
10 |
| Basso Capital Management, L.p. |
10 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
10 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
10 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
10 |
| Squar Milner Financial Services Llc |
10 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
10 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
10 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
10 |
| Pinnacle Associates Ltd |
10 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
10 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
10 |
| Blackrock Multi-sector Income Trust |
10 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
10 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
10 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
10 |
| Hennion & Walsh Asset Management, Inc. |
10 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
10 |
| Parisi Gray Wealth Management |
10 |
| Compagnie Lombard Odier SCmA |
10 |
| Argent Trust Co |
10 |
| Financial Gravity Companies, Inc. |
10 |
| Pinnacle Bancorp, Inc. |
10 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
10 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
10 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
10 |
| Intrinsic Edge Capital Management LLC |
10 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
10 |
| CenterStar Asset Management, LLC |
10 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
10 |
| Ledyard National Bank |
10 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
10 |
| Glen Harbor Capital Management LLC |
10 |
| VisionPoint Advisory Group, LLC |
10 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
10 |
| Skylands Capital, LLC |
10 |
| Koshinski Asset Management, Inc. |
10 |
| Krane Funds Advisors LLC |
10 |
| Weaver C. Barksdale & Associates, Inc. |
10 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
10 |
| Independent Advisor Alliance |
10 |
| Cowen Group, Inc. |
10 |
| Navellier & Associates Inc |
10 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
10 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
10 |
| Inspire Advisors, LLC |
10 |
| Capital Investment Advisory Services, LLC |
10 |
| Farringdon Capital, Ltd. |
10 |
| Echo Street Capital Management LLC |
10 |
| MASTER BOND LLC - Master Total Return Portfolio |
10 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
10 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
10 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
10 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
10 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
10 |
| Stone House Investment Management, LLC |
10 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
10 |
| Aaron Wealth Advisors LLC |
10 |
| Greenline Partners, LLC |
10 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
10 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
| Highland Capital Management, Llc |
10 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
10 |
| Voya Prime Rate Trust |
10 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
10 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
10 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
10 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
10 |
| Zebra Capital Management LLC |
10 |
| Capital Analysts, Inc. |
10 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
10 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
10 |
| Baldwin Brothers Inc/ma |
10 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
10 |
| Harel Insurance Investments & Financial Services Ltd. |
10 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
10 |
| Spdr S&p Midcap 400 Etf Trust |
10 |
| Foresters Investment Management Company, Inc. |
10 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
10 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
10 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
10 |
| Key FInancial Inc |
10 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
10 |
| Magnus Financial Group LLC |
10 |
| WealthPLAN Partners, LLC |
10 |
| TRUE Private Wealth Advisors |
10 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
10 |
| First Pacific Financial |
10 |
| HHM Wealth Advisors, LLC |
10 |
| WASHINGTON TRUST Co |
10 |
| Agf Management Ltd |
10 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
10 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
10 |
| Abound Wealth Management |
10 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
10 |
| Truvestments Capital Llc |
10 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
10 |
| Gerber Kawasaki Wealth & Investment Management |
10 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
10 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
10 |
| Invesco Dynamic Credit Opportunities Fund |
10 |
| New England Securities Corp /MA/ |
10 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
10 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
10 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
10 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
10 |
| Archford Capital Strategies, LLC |
10 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
10 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
10 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
10 |
| Capital International Investors |
10 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
10 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
10 |
| Atlas Private Wealth Advisors |
10 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
10 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
10 |
| Ab Pooling Portfolios |
10 |
| Cantab Capital Partners LLP |
10 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
10 |
| Ajo, Lp |
10 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
10 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
10 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
10 |
| BI Asset Management Fondsmaeglerselskab A/S |
10 |
| Dana Investment Advisors, Inc. |
10 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
10 |
| ACK Asset Management LLC |
10 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
10 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
10 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
10 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
10 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
10 |
| Royal London Asset Management Ltd |
10 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
10 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
10 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
10 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
10 |
| Callan Family Office, LLC |
10 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
10 |
| SageView Advisory Group, LLC |
10 |
| Advantage Investment Management, Llc |
9 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
9 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
9 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
9 |
| Summit Global Investments |
9 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
9 |
| Wealthbridge Capital Management, Llc |
9 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
9 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
9 |
| Lombard Odier Asset Management (Switzerland) SA |
9 |
| Virtus Investment Advisers, Inc. |
9 |
| Bamco Inc /ny/ |
9 |
| Welch Group, LLC |
9 |
| Fiduciary Management Inc /wi/ |
9 |
| Ibex Investors LLC |
9 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
9 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
9 |
| Tibra Equities Europe Ltd |
9 |
| Sapience Investments, LLC |
9 |
| Delta Asset Management Llc/tn |
9 |
| Westside Investment Management, Inc. |
9 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
9 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
9 |
| Lombard Odier Asset Management (Europe) Ltd |
9 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
9 |
| Eaton Vance Floating-rate Income Plus Fund |
9 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
9 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
9 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
9 |
| Arden Trust Co |
9 |
| Dogwood Wealth Management LLC |
9 |
| Winch Advisory Services, LLC |
9 |
| SG Capital Management LLC |
9 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
9 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
9 |
| Confluence Wealth Services, Inc. |
9 |
| Livforsakringsbolaget Skandia, Omsesidigt |
9 |
| Standard Family Office LLC |
9 |
| MMCAP International Inc. SPC |
9 |
| Cambria Investment Management, L.P. |
9 |
| Nuveen Credit Strategies Income Fund |
9 |
| BBVA USA Bancshares, Inc. |
9 |
| Seizert Capital Partners, Llc |
9 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
9 |
| Wetherby Asset Management Inc |
9 |
| Oakworth Capital, Inc. |
9 |
| Virtus Alternative Investment Advisers, Inc. |
9 |
| Keeley Asset Management Corp |
9 |
| BOK Financial Private Wealth, Inc. |
9 |
| CenterBook Partners LP |
9 |
| Tradition Wealth Management, LLC |
9 |
| Ionic Capital Management LLC |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
9 |
| J.w. Cole Advisors, Inc. |
9 |
| Deerfield Management Company, L.p. (series C) |
9 |
| J. Safra Sarasin Holding AG |
9 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
9 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
9 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
9 |
| Tarbox Family Office, Inc. |
9 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
9 |
| Abich Financial Wealth Management LLC |
9 |
| Gen-Wealth Partners Inc |
9 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
9 |
| Flagship Harbor Advisors, Llc |
9 |
| Mark Sheptoff Financial Planning, Llc |
9 |
| Veriti Management LLC |
9 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
9 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
9 |
| Arcadia Investment Management Corp/mi |
9 |
| Kiwi Wealth Investments Limited Partnership |
9 |
| GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
9 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
9 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
9 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
9 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
9 |
| Richard Bernstein Advisors LLC |
9 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
9 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
9 |
| Addison Advisors LLC |
9 |
| Stoneridge Investment Partners Llc |
9 |
| High Note Wealth, LLC |
9 |
| Nissay Asset Management Corp /japan/ /adv |
9 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
9 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
9 |
| Jackson Square Capital, Llc |
9 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
9 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
9 |
| First Bank & Trust |
9 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
9 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
9 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
9 |
| Psagot Investment House Ltd. |
9 |
| Eaton Vance Floating-rate Income Trust |
9 |
| Rockefeller Financial Services Inc |
9 |
| StoneX Group Inc. |
9 |
| PENN SERIES FUNDS INC - Small Cap Growth Fund |
9 |
| Everpar Advisors Llc |
9 |
| Dynamic Technology Lab Pte Ltd |
9 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
9 |
| E. Ohman J:or Asset Management AB |
9 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
9 |
| Jacobi Capital Management LLC |
9 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
9 |
| Vanguard Whitehall Funds |
9 |
| tru Independence LLC |
9 |
| Ibex Wealth Advisors |
9 |
| Stonebridge Capital Advisors LLC |
9 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
9 |
| Mycio Wealth Partners, Llc |
9 |
| Teton Advisors, Inc. |
9 |
| Meeder Advisory Services, Inc. |
9 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
9 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
9 |
| Merit Financial Group, LLC |
9 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
9 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
9 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
9 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
9 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
9 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
9 |
| PRW Wealth Management LLC |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
9 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
9 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
9 |
| Clean Yield Group |
9 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
9 |
| Hcim Trust |
9 |
| Founders Financial Alliance, LLC |
9 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
9 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
9 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
9 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
9 |
| Kula Investments, LLC |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
9 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
9 |
| Sheaff Brock Investment Advisors, LLC |
9 |
| RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
9 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
9 |
| Westfield Capital Management Co Lp |
9 |
| Natixis Investment Managers International |
9 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
9 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
9 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
9 |
| Mizuho Securities Usa Llc |
9 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
9 |
| BlueCrest Capital Management LLP |
9 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
9 |
| Eaton Vance Senior Floating Rate Trust |
9 |
| Kanaly Trust Co |
9 |
| Center for Financial Planning, Inc. |
9 |
| Duncker Streett & Co Inc |
9 |
| SpiderRock Trading LLC |
9 |
| Water Island Capital Llc |
9 |
| Pinnacle Financial Partners Inc |
9 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
9 |
| Gupta Wealth Management LLC |
9 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
9 |
| Next Capital Management LLC |
9 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
9 |
| BerganKDV Wealth Management, LLC |
9 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
9 |
| Milestone Investment Advisors LLC |
9 |
| Lincoln National Corp |
9 |
| San Francisco Sentry Investment Group (ca) |
9 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
9 |
| Westwood Holdings Group Inc |
9 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
9 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
9 |
| Index Management Solutions, LLC |
9 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
9 |
| Prescott Group Capital Management, L.l.c. |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
9 |
| Eaton Vance Senior Income Trust |
9 |
| Zeke Capital Advisors, Llc |
9 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
9 |
| Syon Capital Llc |
9 |
| Great Lakes Retirement, Inc. |
9 |
| Bogle Investment Management L P /de/ |
9 |
| Invesco Bond Fund |
9 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
9 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
9 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
9 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
9 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
9 |
| ICA Group Wealth Management, LLC |
9 |
| St Germain D J Co Inc |
9 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
9 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
9 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
9 |
| Beck Mack & Oliver Llc |
9 |
| GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
9 |
| Advisor Partners Ii, Llc |
9 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
9 |
| Kovitz Investment Group Partners, LLC |
9 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
9 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
9 |
| IMA Wealth, Inc. |
9 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
9 |
| JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
9 |
| Accurate Wealth Management, LLC |
9 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
9 |
| Capital Bank & Trust Co |
9 |
| Wcm Investment Management, Llc |
9 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
9 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
| Banque Transatlantique SA |
9 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
9 |
| Marshall & Sterling Wealth Advisors Inc. |
9 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
9 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
9 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
9 |
| Impact Partnership Wealth, LLC |
9 |
| Tobam |
9 |
| Gulf International Bank (UK) Ltd |
9 |
| Krilogy Financial LLC |
9 |
| American Funds Insurance Series |
9 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
9 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
9 |
| Colony Group Llc |
9 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
9 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
9 |
| Olstein Capital Management, L.P. |
9 |
| Savior LLC |
9 |
| Tredje AP-fonden |
9 |
| Independence Bank of Kentucky |
9 |
| Advance Capital I Inc |
9 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
9 |
| Blackrock Core Bond Trust |
9 |
| Dorsey & Whitney Trust CO LLC |
9 |
| Athanor Capital, Lp |
9 |
| Executive Wealth Management, LLC |
9 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
9 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
9 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
9 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
9 |
| Winfield Associates, Inc. |
9 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
9 |
| New England Research & Management, Inc. |
9 |
| Fiduciary Alliance LLC |
9 |
| Prime Capital Investment Advisors, LLC |
9 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
9 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
9 |
| SummitTX Capital, L.P. |
9 |
| KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
9 |
| Next Financial Holdings |
9 |
| Chilton Capital Management Llc |
9 |
| Shaolin Capital Management LLC |
9 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
9 |
| Sonora Investment Management, LLC |
9 |
| ArrowMark Colorado Holdings LLC |
9 |
| Jupiter Asset Management Ltd |
9 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
9 |
| Shine Investment Advisory Services Inc |
9 |
| Perkins Coie Trust Co |
9 |
| AIA Group Ltd |
9 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
9 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
9 |
| Kingsview Wealth Management, LLC |
9 |
| Burney Co/ |
9 |
| Gyl Financial Synergies, Llc |
9 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
8 |
| Gitterman Wealth Management, LLC |
8 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
8 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
8 |
| Integrated Advisors Network LLC |
8 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
8 |
| Elite Wealth Management, Inc. |
8 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
8 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
8 |
| McIlrath & Eck, LLC |
8 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
8 |
| Kingdon Capital Management, L.l.c. |
8 |
| Highline Wealth Partners Llc |
8 |
| TIG Advisors, LLC |
8 |
| Tucker Asset Management Llc |
8 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
8 |
| Granahan Investment Management Inc/ma |
8 |
| Endurance Wealth Management, Inc. |
8 |
| Glg Llc |
8 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
8 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
8 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
8 |
| U.S. Capital Wealth Advisors, LLC |
8 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
8 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
8 |
| Greenland Capital Management LP |
8 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
8 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
8 |
| Kings Point Capital Management |
8 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
8 |
| JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
8 |
| Strengthening Families & Communities, LLC |
8 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
8 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
8 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
8 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
8 |
| Rakuten Securities, Inc. |
8 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
8 |
| Transamerica Partners Funds Group Ii |
8 |
| Bellwether Investment Group, LLC |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
8 |
| Profunds - Profund Vp Mid-cap Value |
8 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
8 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
8 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
8 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
8 |
| Monarch Partners Asset Management LLC |
8 |
| Liberty Wealth Management Llc |
8 |
| 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 |
8 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
8 |
| KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
8 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
8 |
| GLG Partners LP |
8 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
8 |
| Kestra Private Wealth Services, Llc |
8 |
| Pinz Capital Management, LP |
8 |
| Lansforsakringar Fondforvaltning AB (publ) |
8 |
| Confluence Investment Management Llc |
8 |
| Lloyd Advisory Services, LLC. |
8 |
| Boston Trust Walden Corp |
8 |
| Handelsinvest Investeringsforvaltning |
8 |
| Wealth Alliance |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
8 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
8 |
| Cribstone Capital Management, LLC |
8 |
| NewEdge Wealth, LLC |
8 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
8 |
| Artemis Investment Management LLP |
8 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
8 |
| Munder Capital Management |
8 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
8 |
| Carnegie Capital Asset Management, LLC |
8 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
8 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
8 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
8 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
8 |
| Private Ocean, LLC |
8 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
8 |
| Uncommon Cents Investing LLC |
8 |
| Moisand Fitzgerald Tamayo, LLC |
8 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
8 |
| Nuance Investments, Llc |
8 |
| Advantage Alpha Capital Partners LP |
8 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
8 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
8 |
| Bluestein R H & Co |
8 |
| Waratah Capital Advisors Ltd. |
8 |
| Tributary Capital Management, LLC |
8 |
| Worldquant Millennium Advisors Llc |
8 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
8 |
| Community Bank, N.A. |
8 |
| Fieldview Capital Management, LLC |
8 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
8 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
8 |
| Sandbar Asset Management LLP |
8 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
8 |
| Mn Services Vermogensbeheer B.V. |
8 |
| Horan Securities, Inc. |
8 |
| Personal Cfo Solutions, Llc |
8 |
| Equitec Proprietary Markets, Llc |
8 |
| Avalon Trust Co |
8 |
| NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
8 |
| Oberweis Asset Management Inc/ |
8 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
8 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
8 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
8 |
| Andra AP-fonden |
8 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
8 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
8 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
8 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
8 |
| IFM Investors Pty Ltd |
8 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
8 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
8 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
8 |
| Channing Capital Management, LLC |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
8 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
8 |
| Swedbank AB |
8 |
| SG3 Management, LLC |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
8 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
8 |
| Zions Bancorporation |
8 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
8 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
8 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
8 |
| Dean Capital Management |
8 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
8 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
8 |
| Portside Wealth Group, LLC |
8 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
8 |
| Macroview Investment Management Llc |
8 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
8 |
| Lucus Advisors Llc |
8 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
8 |
| Alpha Windward Llc |
8 |
| Northwest Investment Counselors, Llc |
8 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
8 |
| Robertson Stephens Wealth Management, LLC |
8 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
8 |
| Wagner Wealth Management, Llc |
8 |
| SpiderRock Advisors, LLC |
8 |
| 361 Capital Llc |
8 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
8 |
| Pinkerton Retirement Specialists, LLC |
8 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
8 |
| Desjardins Global Asset Management Inc. |
8 |
| Nkcfo Llc |
8 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
8 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
8 |
| Mfs Multimarket Income Trust |
8 |
| Blackrock Credit Allocation Income Trust |
8 |
| Bedel Financial Consulting, Inc. |
8 |
| Perbak Capital Partners LLP |
8 |
| RFP Financial Group LLC |
8 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
8 |
| American National Bank |
8 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
8 |
| Sentry Investment Management Llc |
8 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
8 |
| Leavell Investment Management, Inc. |
8 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
8 |
| Nelson Capital Management, LLC |
8 |
| Hilltop National Bank |
8 |
| National Pension Service |
8 |
| PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF |
8 |
| Dai-Ichi Life Insurance Company, Ltd |
8 |
| Reliance Trust Co Of Delaware |
8 |
| Buckingham Strategic Partners |
8 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
8 |
| Donoghue Forlines LLC |
8 |
| NEOS Investment Management LLC |
8 |
| Integrated Wealth Management |
8 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
8 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
8 |
| First National Bank Of Omaha |
8 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
8 |
| CLARET ASSET MANAGEMENT Corp |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
8 |
| Wealthspire Advisors, LLC |
8 |
| MARSHALL WACE ASIA Ltd |
8 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
8 |
| Pensionmark Financial Group, Llc |
8 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
8 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
8 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
8 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
8 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
8 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
8 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
8 |
| CenturyLink Investment Management Co |
8 |
| Tiedemann Advisors, Llc |
8 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
8 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
8 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
8 |
| Usca Ria Llc |
8 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
8 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
8 |
| Investment Management Corp of Ontario |
8 |
| Fenimore Asset Management Inc |
8 |
| Eaton Vance Short Duration Diversified Income Fund |
8 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
8 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
8 |
| Achmea Investment Management B.V. |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
8 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
8 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
8 |
| Metis Global Partners, LLC |
8 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
8 |
| Exos Asset Management LLC |
8 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
8 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
8 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
8 |
| Your Advocates Ltd., LLP |
8 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
8 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
8 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
8 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
8 |
| Total Investment Management Inc |
8 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
8 |
| Triangle Securities Wealth Management |
8 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
8 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
8 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
8 |
| Rotella Capital Management, Inc. |
8 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
8 |
| Hexavest Inc. |
8 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
8 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
8 |
| Periscope Capital Inc. |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
8 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
8 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
8 |
| Rice Hall James & Associates, Llc |
8 |
| Axxcess Wealth Management, Llc |
8 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
8 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
8 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
8 |
| Castleview Partners, Llc |
8 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
8 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
8 |
| Athena Capital Advisors Llc |
8 |
| DT Investment Partners, LLC |
8 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
8 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
8 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
8 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
8 |
| Redmond Asset Management, LLC |
8 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
8 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
8 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
8 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
8 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
8 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
8 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
8 |
| First Capital Advisors Group, LLC. |
8 |
| Evolution Wealth Advisors, LLC |
8 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
8 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
8 |
| McAdam, LLC |
8 |
| M&g Investment Management Ltd |
8 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
8 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
8 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
8 |
| CBOE Vest Financial, LLC |
8 |
| Rosenberg Matthew Hamilton |
8 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
8 |
| Vantage Investment Advisors, LLC |
8 |
| Golden State Equity Partners |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
8 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
8 |
| Isthmus Partners, Llc |
8 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
8 |
| Transamerica Partners Funds Group |
8 |
| Bluefin Trading, LLC |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
8 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
8 |
| O'Shares Investment Advisers, LLC |
8 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
8 |
| Congress Asset Management Co /ma |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
8 |
| One Wealth Advisors, LLC |
8 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
8 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
8 |
| Anson Funds Management LP |
8 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
8 |
| Trustmark National Bank Trust Department |
8 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
8 |
| Connable Office Inc |
8 |
| Pineridge Advisors LLC |
8 |
| Northwest & Ethical Investments L.P. |
8 |
| Korea Investment CORP |
8 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
8 |
| AlphaMark Advisors, LLC |
8 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
8 |
| Personal Wealth Partners |
8 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
8 |
| Impax Asset Management LTD |
8 |
| Hussman Strategic Advisors, Inc. |
8 |
| Meiji Yasuda Life Insurance Co |
8 |
| Chiron Investment Management, LLC |
8 |
| Qci Asset Management Inc/ny |
8 |
| Sargent Bickham Lagudis LLC |
8 |
| Mill Creek Capital Advisors, LLC |
8 |
| Frazier Financial Advisors, LLC |
8 |
| Rothschild Asset Management Inc |
8 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
8 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
8 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
8 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
8 |
| Peapack Gladstone Financial Corp |
8 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
8 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
8 |
| QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
8 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
8 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
8 |
| HBK Sorce Advisory LLC |
8 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
8 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
8 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
8 |
| Bellwether Advisors, LLC |
8 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
8 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
8 |
| Brant Point Investment Management Llc |
8 |
| Regents Gate Capital LLP |
8 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
8 |
| Hennessy Advisors Inc |
8 |
| Nemes Rush Group LLC |
8 |
| Sun Life Financial Inc |
8 |
| La Banque Postale Asset Management SA |
8 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
8 |
| Dreman Value Management, L L C |
8 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
8 |
| First Interstate Bank |
8 |
| GoalVest Advisory LLC |
8 |
| Denver Investment Advisors Llc |
8 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
8 |
| Hall Laurie J Trustee |
8 |
| Redwood Investment Management, Llc |
8 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
8 |
| Psagot Value Holdings Ltd. / (Israel) |
8 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
8 |
| Credential Qtrade Securities Inc. |
8 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
8 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
8 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
8 |
| Bank Of Hawaii |
8 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
8 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
8 |
| Hartford Series Fund Inc |
8 |
| Alambic Investment Management, L.P. |
8 |
| Providence Capital Advisors, LLC |
8 |
| Davy Global Fund Management Ltd |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
8 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
8 |
| Gabelli Utility Trust |
8 |
| Schechter Investment Advisors, LLC |
8 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
8 |
| TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
8 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
8 |
| Integrated Investment Consultants, LLC |
8 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
7 |
| GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
7 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
7 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
7 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
7 |
| 180 Wealth Advisors, Llc |
7 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
7 |
| Kentucky Retirement Systems Insurance Trust Fund |
7 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
7 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
7 |
| Liberty All Star Growth Fund Inc. |
7 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
7 |
| Icon Wealth Partners, LLC |
7 |
| Credit Suisse Asset Management Income Fund Inc |
7 |
| Kaizen Advisory, Llc |
7 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
7 |
| HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
7 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
7 |
| PENN SERIES FUNDS INC - Index 500 Fund |
7 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
7 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
7 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
7 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
7 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
7 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
7 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
7 |
| Mfs Charter Income Trust |
7 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
7 |
| Ada Investment Management, LP |
7 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
7 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
7 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
7 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
7 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
7 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
7 |
| BLPIX - Profunds - Bull Profund Investor Class |
7 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
7 |
| John Hancock Income Securities Trust |
7 |
| Migdal Insurance & Financial Holdings Ltd. |
7 |
| Oppenheimer Quest For Value Funds |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
7 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
7 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
7 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
7 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
7 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
7 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
7 |
| Bowen Hanes & Co Inc |
7 |
| RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
7 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
7 |
| Gryphon Financial Partners LLC |
7 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
7 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
7 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
7 |
| ORG Wealth Partners, LLC |
7 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
7 |
| VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
7 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
7 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
7 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
7 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
7 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
| PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
7 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
7 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
7 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
7 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
7 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
7 |
| Carlson Capital L P |
7 |
| Sandler Capital Management |
7 |
| Underlying Funds Trust |
7 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
7 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
7 |
| IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
7 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
7 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
7 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
7 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
7 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
7 |
| VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
7 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
7 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
7 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
7 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
7 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
7 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
7 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
7 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
7 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
7 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
7 |
| Alliancebernstein Global High Income Fund Inc |
7 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
7 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
7 |
| Mairs & Power Inc |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
7 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
7 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
7 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
7 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
7 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
7 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
7 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
7 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
7 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
7 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
7 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
7 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
7 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
7 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
7 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
7 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
7 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
7 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
7 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
7 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
7 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
7 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
7 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
7 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
7 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
7 |
| Vanguard Horizon Funds |
7 |
| RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
7 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
7 |
| Lloyds Banking Group plc |
7 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
7 |
| Degroof Petercam Asset Management |
7 |
| Rakuten Investment Management, Inc. |
7 |
| AMG National Trust Bank |
7 |
| Bradley Foster & Sargent Inc/ct |
7 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
7 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
7 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
7 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
7 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
7 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
7 |
| Semanteon Capital Management, LP |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
7 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
| Formidable Asset Management, LLC |
7 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
7 |
| Turtle Creek Wealth Advisors, LLC |
7 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
7 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
7 |
| CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
7 |
| Flow Traders U.s. Llc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
7 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
7 |
| Kentucky Retirement Systems |
7 |
| Zions Bancorporation, National Association /ut/ |
7 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
7 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
7 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
7 |
| D'Orazio & Associates, Inc. |
7 |
| Perkins Investment Management, LLC |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
7 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
7 |
| Advisors Capital Management, LLC |
7 |
| Cape Investment Advisory, Inc. |
7 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
7 |
| ASR Vermogensbeheer N.V. |
7 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
7 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
7 |
| Dunhill Financial, LLC |
7 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
7 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
7 |
| iA Global Asset Management Inc. |
7 |
| Atomi Financial Group, Inc. |
7 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
7 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
7 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
7 |
| Gluskin Sheff & Assoc Inc |
7 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
7 |
| Broadview Advisors Llc |
7 |
| Heritage Wealth Advisors |
7 |
| Barrett & Company, Inc. |
7 |
| Rathbone Brothers plc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
7 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
7 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
7 |
| Girard Partners Ltd. |
7 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
7 |
| JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund |
7 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
7 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
7 |
| Riggs Asset Managment Co. Inc. |
7 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
7 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
7 |
| Westport Resources Management Inc |
7 |
| Washington Capital Management Inc |
7 |
| Wood Tarver Financial Group, LLC |
7 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
7 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
7 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
7 |
| Freedom Wealth Alliance, Llc |
7 |
| Baker Ellis Asset Management LLC |
7 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
7 |
| Tradewinds Capital Management, LLC |
7 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
7 |
| Fort Washington Investment Advisors Inc /oh/ |
7 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
7 |
| Trust Co Of Toledo Na /oh/ |
7 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
7 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
7 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
7 |
| Pinnacle Summer Investments, Inc. |
7 |
| Kempen Capital Management N.v. |
7 |
| Hl Financial Services Llc |
7 |
| Transamerica Financial Advisors, Inc. |
7 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
7 |
| KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
7 |
| Advisor Partners Llc |
7 |
| Joel Isaacson & Co., LLC |
7 |
| Profunds - Profund Vp Large-cap Value |
7 |
| 683 Capital Management, LLC |
7 |
| Maple Securities Usa Inc |
7 |
| Profunds - Profund Vp Large-cap Growth |
7 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
7 |
| STRV - EA Series Trust - Strive 500 ETF |
7 |
| Ikos Cif Ltd |
7 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
7 |
| Capital A Wealth Management, LLC |
7 |
| Regal Investment Advisors LLC |
7 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
7 |
| Courier Capital Llc |
7 |
| Profunds - Profund Vp Bull |
7 |
| Profunds - Profund Vp Ultrabull |
7 |
| Meritage Portfolio Management |
7 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
7 |
| Vise Technologies, Inc. |
7 |
| Prentiss Smith & Co Inc |
7 |
| Saudi Central Bank |
7 |
| WealthTrust-Arizona, LLC |
7 |
| Visionary Asset Management, Inc. |
7 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
7 |
| QCM Cayman, Ltd. |
7 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
7 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
| Quantum Capital Management |
7 |
| HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
7 |
| TradeLink Global Equity LLC |
7 |
| Lafitte Capital Management LP |
7 |
| Householder Group Estate & Retirement Specialist, LLC |
7 |
| HighVista Strategies LLC |
7 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
| Clark Capital Management Group, Inc. |
7 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
7 |
| CI Global Investments Inc. |
7 |
| Pittenger & Anderson Inc |
7 |
| Brown, Lisle/cummings, Inc. |
7 |
| JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
7 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
7 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
7 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
7 |
| Gofen & Glossberg Llc /il/ |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
7 |
| BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
7 |
| First Midwest Bank Trust Division |
7 |
| Mbb Public Markets I Llc |
7 |
| Cordasco Financial Network |
7 |
| Operose Advisors LLC |
7 |
| Ogorek Anthony Joseph /ny/ /adv |
7 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
7 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
7 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
7 |
| 1st Global Advisors, Inc. |
7 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
7 |
| Capital Research Global Investors |
7 |
| NorthCrest Asset Manangement, LLC |
7 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
7 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
7 |
| Carmel Capital Partners, LLC |
7 |
| Riverwater Partners LLC |
7 |
| First National Corp /ma/ /adv |
7 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
7 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
7 |
| Winnow Wealth Llc |
7 |
| EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
7 |
| Amplius Wealth Advisors, LLC |
7 |
| Brookstone Capital Management |
7 |
| Clear Street Llc |
7 |
| Wedmont Private Capital |
7 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
7 |
| Knowledge Leaders Capital, LLC |
7 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
7 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
7 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
7 |
| Kelly Financial Services LLC |
7 |
| Cohen & Steers, Inc. |
7 |
| Denali Advisors Llc |
7 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
7 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
7 |
| First Pacific Advisors, LP |
7 |
| Park National Corp /oh/ |
7 |
| Monashee Investment Management LLC |
7 |
| Roubaix Capital, LLC |
7 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
7 |
| Delos Wealth Advisors, LLC |
7 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
7 |
| Quilter Plc |
7 |
| Heritage Wealth Management, Llc |
7 |
| Siemens Fonds Invest GmbH |
7 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
7 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
7 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
7 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
7 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
7 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
7 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
7 |
| Kb Financial Partners, Llc |
7 |
| Norinchukin Bank, The |
7 |
| Surevest, LLC |
7 |
| Bowling Portfolio Management LLC |
7 |
| Optiver Holding B.V. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
7 |
| Voleon Capital Management Lp |
7 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
7 |
| Canandaigua National Bank & Trust Co |
7 |
| Bayforest Capital Ltd |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
7 |
| Cooke & Bieler Lp |
7 |
| Nbt Bank N A /ny |
7 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
7 |
| Curi Wealth Management, LLC |
7 |
| Icon Advisers Inc/co |
7 |
| SOA Wealth Advisors, LLC. |
7 |
| M&r Capital Management Inc |
7 |
| Amica Retiree Medical Trust |
7 |
| Frontier Capital Management Co Llc |
7 |
| Capital One, National Association |
7 |
| Belvedere Trading LLC |
7 |
| BLI - Banque de Luxembourg Investments |
7 |
| Morgan Dempsey Capital Management Llc |
7 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
7 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
7 |
| Ghisallo Capital Management LLC |
7 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
7 |
| AlphaOne Investment Services, LLC |
7 |
| Actinver Wealth Management, Inc. |
7 |
| Mcdonald Partners Llc |
7 |
| Charter Oak Capital Management, LLC |
7 |
| Rossby Financial, LCC |
7 |
| Aureus Asset Management, LLC |
7 |
| Canada Post Corp Registered Pension Plan |
7 |
| Piermont Capital Management LLC |
7 |
| Seeyond |
7 |
| Resona Asset Management Co.,Ltd. |
7 |
| Spectrum Management Group, LLC |
7 |
| Blume Capital Management, Inc. |
7 |
| Fernwood Investment Management, LLC |
7 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
7 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
7 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
7 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
7 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
7 |
| Thomas J. Herzfeld Advisors, Inc. |
7 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
7 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
7 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
7 |
| Kleinwort Benson Investors Dublin Ltd |
7 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
7 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
7 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
7 |
| Ten Capital Wealth Advisors, LLC |
7 |
| Jackson Creek Investment Advisors LLC |
7 |
| Islet Management, LP |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
7 |
| Kalos Management, Inc. |
7 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
7 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
7 |
| Mint Tower Capital Management B.V. |
7 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
7 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
7 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
7 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
7 |
| Fiduciary Management Associates Llc |
7 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
7 |
| Forsta Ap-fonden |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
7 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
7 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
7 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
7 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
7 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
7 |
| Turner Investments, L.p. |
7 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
7 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
7 |
| Bahl & Gaynor Inc |
7 |
| Generali Asset Management SPA SGR |
7 |
| Graticule Asia Macro Advisors LLC |
7 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
7 |
| Coe Capital Management, LLC |
7 |
| First Allied Advisory Services, Inc. |
7 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
7 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
7 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
7 |
| Impact Capital Partners LLC |
7 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
7 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
7 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
7 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
7 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
7 |
| TCTC Holdings, LLC |
7 |
| Silicon Valley Capital Partners |
7 |
| Ellis Investment Partners, LLC |
7 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
7 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
7 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
7 |
| Ruggie Capital Group |
7 |
| LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
7 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
7 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
7 |
| FundVantage Trust - Verplanck Balanced Fund |
7 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
7 |
| Stifel Nicolaus & Co Inc \mo\ |
7 |
| Consolidated Planning Corp |
7 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
7 |
| Capula Management Ltd |
7 |
| Cleararc Capital Inc |
7 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
7 |
| EverPoint Asset Management, LLC |
7 |
| SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
7 |
| Total Clarity Wealth Management, Inc. |
7 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
7 |
| Selective Wealth Management, Inc. |
7 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
7 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
7 |
| Moody Aldrich Partners Llc |
7 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
7 |
| Qs Batterymarch Financial Management, Inc |
7 |
| SevenBridge Financial Group, LLC |
7 |
| Cable Hill Partners, LLC |
7 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
7 |
| Spdr S&p 500 Etf Trust |
7 |
| Pacifica Partners Inc. |
7 |
| Atticus Wealth Management, Llc |
7 |
| Verdence Capital Advisors LLC |
7 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
7 |
| Norway Savings Bank |
7 |
| Teton Westwood Funds |
7 |
| Benson Investment Management Company, Inc. |
7 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
7 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
7 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
7 |
| Glenview Trust Co |
7 |
| Flinton Capital Management LLC |
7 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
7 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
7 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
7 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
7 |
| Cvi Holdings, Llc |
7 |
| Level Four Advisory Services, Llc |
7 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
7 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
7 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
7 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
7 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
7 |
| YorkBridge Wealth Partners, LLC |
7 |
| Elo Mutual Pension Insurance Co |
7 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
7 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
7 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
7 |
| Spot Trading L.l.c. |
7 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
7 |
| Strategic Wealth Partners, Ltd. |
7 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
7 |
| Mesirow Financial Investment Management, Inc. |
7 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
7 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
7 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
7 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
7 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
7 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
7 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
7 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
7 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
7 |
| Cramer Rosenthal Mcglynn Llc |
7 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
7 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
7 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
7 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
7 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
7 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
7 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
7 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
7 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
7 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
7 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
7 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
7 |
| VSTIX - VALIC Co I - Stock Index Fund |
7 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
7 |
| Voya Senior Income Fund |
7 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
7 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
7 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
7 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
7 |
| VCULX - VALIC Co I - Growth Fund |
7 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
7 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
7 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
7 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
7 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
7 |
| Nuveen Senior Income Fund |
7 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
7 |
| Nuveen Floating Rate Income Fund |
7 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
7 |
| Nuveen Floating Rate Income Opportunity Fund |
7 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
7 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
7 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
7 |
| Cove Street Capital, LLC |
7 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
7 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
7 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
7 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
7 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
7 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
7 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
7 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
7 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
7 |
| Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
7 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
7 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
7 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
7 |
| DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
7 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
7 |
| Pfs Investments Inc. |
7 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
7 |
| Oppenheimer Variable Account Funds |
7 |
| Amica Mutual Insurance Co |
7 |
| Hanson & Doremus Investment Management |
7 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
7 |
| Premia Global Advisors, Llc |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
7 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
7 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
7 |
| Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
7 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
7 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
7 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
7 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
7 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
7 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
7 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
7 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
7 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
7 |
| JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
7 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
7 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
7 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
7 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
7 |
| Transamerica Partners Portfolios |
7 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
7 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
7 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
6 |
| Guggenheim Strategic Opportunities Fund |
6 |
| LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
6 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
6 |
| Graves-Light Private Wealth Management, Inc. |
6 |
| Ridgeworth Funds |
6 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
6 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
6 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
6 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
6 |
| Port Capital LLC |
6 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
6 |
| Vollero Beach Capital Partners LLC |
6 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
6 |
| Price Wealth Management, Inc. |
6 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
6 |
| OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class |
6 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
6 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
6 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
6 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
6 |
| Allred Capital Management, LLC |
6 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
6 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
6 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
6 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
6 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
| Williams Jones & Associates LLC |
6 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
6 |
| Summit Financial, LLC |
6 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
6 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
6 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
6 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
6 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
6 |
| RK Capital Management, LLC |
6 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
6 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
6 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
6 |
| Howard Hughes Medical Institute |
6 |
| Mizuho Securities Usa Llc |
6 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
6 |
| NorthRock Partners, LLC |
6 |
| Arete Wealth Advisors, LLC |
6 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
6 |
| Impax Asset Management (AIFM) Ltd |
6 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
6 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
| Angelo Gordon & Co., L.p. |
6 |
| Kiker Wealth Management, LLC |
6 |
| Advisor OS, LLC |
6 |
| Millstone Evans Group, LLC |
6 |
| Chartwell Investment Partners/pa |
6 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
6 |
| Arabesque Asset Management Ltd |
6 |
| HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
6 |
| Blackstone Group Inc |
6 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
6 |
| Li Winifred I |
6 |
| Aptus Capital Advisors, LLC |
6 |
| Exane Derivatives |
6 |
| Douglas Lane & Associates, LLC |
6 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
6 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
6 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
6 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
6 |
| MYDA Advisors LLC |
6 |
| Allianz Se |
6 |
| Ausdal Financial Partners, Inc. |
6 |
| Shellback Capital, LP |
6 |
| Bluefin Capital Management, Llc |
6 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
6 |
| Bnc Wealth Management, Llc |
6 |
| Virginia Retirement System |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
6 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
6 |
| Semmax Financial Advisors Inc. |
6 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
6 |
| Hoxton Financial, Inc. |
6 |
| NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
6 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
6 |
| USS Investment Management Ltd |
6 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
6 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
6 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
6 |
| Strategic Global Advisors, LLC |
6 |
| Polymer Capital Management (US) LLC |
6 |
| Sagespring Wealth Partners, Llc |
6 |
| Credit Suisse High Yield Bond Fund |
6 |
| Stone Toro Investment Advisers, LP |
6 |
| Arrowgrass Capital Partners (us) Lp |
6 |
| Owl Creek Asset Management, L.P. |
6 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
6 |
| LVW Advisors, LLC |
6 |
| Foster Dykema Cabot & Co Inc/ma |
6 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
| Quest 10 Wealth Builders, Inc. |
6 |
| IAG Wealth Partners, LLC |
6 |
| Distillate Capital Partners LLC |
6 |
| Outlook Wealth Advisors, LLC |
6 |
| Corsair Capital Management, L.p. |
6 |
| Somerset Trust Co |
6 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
6 |
| Capital International Inc /ca/ |
6 |
| Safeguard Investment Advisory Group, LLC |
6 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
6 |
| Guardian Life Insurance Co Of America |
6 |
| Kowal Investment Group, LLC |
6 |
| Orion Capital Management LLC |
6 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
6 |
| Capstone Series Fund Inc |
6 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
6 |
| Trust Co |
6 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
6 |
| Voya Infrastructure, Industrials & Materials Fund |
6 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
6 |
| Palisade Asset Management, LLC |
6 |
| Encompass Wealth Advisors, Llc |
6 |
| Mufg Securities Americas Inc. |
6 |
| John G Ullman & Associates Inc |
6 |
| Bremer Trust National Association |
6 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
6 |
| Aspire Private Capital, LLC |
6 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
6 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
6 |
| Partnervest Advisory Services LLC |
6 |
| Destination Wealth Management |
6 |
| Qtron Investments LLC |
6 |
| Smallcap World Fund Inc |
6 |
| PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
6 |
| SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
6 |
| Connectus Wealth, LLC |
6 |
| Alaethes Wealth LLC |
6 |
| Covenant Partners, LLC |
6 |
| Arrow Financial Corp |
6 |
| Capitolis Advisors LLC |
6 |
| Exencial Wealth Advisors, Llc |
6 |
| Albar Capital Ltd |
6 |
| Ironwood Financial, llc |
6 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
6 |
| Nfj Investment Group, Llc |
6 |
| Price Capital Management, Inc. |
6 |
| RFG Advisory, LLC |
6 |
| Fulcrum Equity Management |
6 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
6 |
| RobecoSam USA, Inc. |
6 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
| Wells Fargo Multi-sector Income Fund |
6 |
| Kcm Investment Advisors Llc |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
6 |
| PNC Managed Account Solutions, Inc. |
6 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
6 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
6 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
6 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
6 |
| Calton & Associates, Inc. |
6 |
| Df Dent & Co Inc |
6 |
| Bruderman Asset Management, LLC |
6 |
| TrimTabs Asset Management, LLC |
6 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
6 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
6 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
6 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
6 |
| Kistler-Tiffany Companies, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
6 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
6 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
6 |
| Jag Capital Management, Llc |
6 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
6 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
6 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
6 |
| Solstein Capital, LLC |
6 |
| Hollencrest Capital Management |
6 |
| Acorn Wealth Advisors, LLC |
6 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
6 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
6 |
| Studio Investment Management Llc |
6 |
| CHICAGO TRUST Co NA |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
6 |
| Edge Wealth Management LLC |
6 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
6 |
| Mitchell Sinkler & Starr/pa |
6 |
| CrestPoint Capital Management, LLC |
6 |
| Gallo Partners, LP |
6 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
6 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
6 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
6 |
| Carmichael Hill & Associates, Inc. |
6 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
6 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
6 |
| Blackrock Floating Rate Income Trust |
6 |
| Signition Lp |
6 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
6 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
6 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
6 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
6 |
| Telemus Capital, Llc |
6 |
| Inscription Capital, LLC |
6 |
| Lynx Investment Advisory |
6 |
| Nuveen Short Duration Credit Opportunities Fund |
6 |
| First Financial Corp /in/ |
6 |
| AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
6 |
| Quotient Investors, LLC |
6 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
6 |
| Blue Bell Private Wealth Management, Llc |
6 |
| Covea Finance |
6 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
6 |
| Industrial Alliance Investment Management Inc. |
6 |
| Red Tortoise LLC |
6 |
| XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
6 |
| Patton Fund Management, Inc. |
6 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
6 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
6 |
| Neuberger Berman High Yield Strategies Fund Inc. |
6 |
| Virtue Capital Management, LLC |
6 |
| Gates Capital Management, Inc. |
6 |
| GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A |
6 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
6 |
| WealthTrust Fairport, LLC |
6 |
| P Schoenfeld Asset Management Lp |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
6 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
6 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
6 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
6 |
| Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
6 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
6 |
| Mpwm Advisory Solutions, Llc |
6 |
| Newfound Research LLC |
6 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
6 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
6 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
6 |
| Clear Harbor Asset Management, LLC |
6 |
| ProVise Management Group, LLC |
6 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
6 |
| Findlay Park Partners LLP |
6 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
6 |
| Cushing Asset Management, Lp |
6 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
6 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
6 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
6 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
6 |
| PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
6 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
6 |
| FSC Wealth Advisors, LLC |
6 |
| XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund |
6 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
6 |
| Laffer Investments |
6 |
| LGT Group Foundation |
6 |
| Empirical Asset Management, LLC |
6 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
| Munder Series Trust |
6 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
| Monetary Management Group Inc |
6 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
6 |
| Marietta Investment Partners Llc |
6 |
| TD Capital Management LLC |
6 |
| Osterweis Capital Management Inc |
6 |
| Williams Jones Wealth Management, LLC. |
6 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
6 |
| DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
6 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
6 |
| UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
6 |
| RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF |
6 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
6 |
| W.G. Shaheen & Associates DBA Whitney & Co |
6 |
| Farmer Steven Patrick |
6 |
| Heritage Financial Services, LLC |
6 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
6 |
| Vaughan Nelson Investment Management, L.p. |
6 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
6 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
6 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
| Onefund, Llc |
6 |
| Delta Lloyd Nv |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
6 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
6 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund |
6 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
6 |
| Albert D Mason Inc |
6 |
| Parsons Capital Management Inc/ri |
6 |
| Boston Advisors Llc |
6 |
| TRFM - ETF Series Solutions - AAM Transformers ETF |
6 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
6 |
| Czech National Bank |
6 |
| Citizens Business Bank |
6 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
6 |
| Gabelli Convertible & Income Securities Fund Inc |
6 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
| Armstrong Advisory Group, Inc |
6 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
6 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
6 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
6 |
| BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
6 |
| VitalStone Financial, LLC |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
6 |
| VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A |
6 |
| High Point Bank & Trust Co |
6 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
6 |
| Redwood Wealth Management Group, LLC |
6 |
| PGGM Investments |
6 |
| Glass Jacobson Investment Advisors llc |
6 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
6 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
6 |
| Curian Capital Llc |
6 |
| Evergreen Capital Management Llc |
6 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
6 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
6 |
| Oversea-Chinese Banking CORP Ltd |
6 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
6 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
6 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
6 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
| Bp Plc |
6 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
6 |
| Register Financial Advisors LLC |
6 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
6 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
6 |
| Central Bank & Trust Co |
6 |
| First New York Securities Llc /ny |
6 |
| MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
6 |
| Coppell Advisory Solutions Corp. |
6 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
6 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
6 |
| Gabelli Global Small & Mid Cap Value Trust |
6 |
| SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
6 |
| Scout Investments, Inc. |
6 |
| Guyasuta Investment Advisors Inc |
6 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
6 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
6 |
| K.J. Harrison & Partners Inc |
6 |
| Deltec Asset Management Llc |
6 |
| Lee Danner & Bass Inc |
6 |
| Wesbanco Bank Inc |
6 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
6 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
6 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
6 |
| Cantor Fitzgerald, L. P. |
6 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
6 |
| Columbia Wanger Asset Management Llc |
6 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
6 |
| SeaBridge Investment Advisors LLC |
6 |
| Santori & Peters, Inc. |
6 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
6 |
| Concurrent Investment Advisors, LLC |
6 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
6 |
| Equitec Specialists, Llc |
6 |
| Walthausen & Co., LLC |
6 |
| Frank, Rimerman Advisors LLC |
6 |
| Barrett Asset Management, LLC |
6 |
| LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
6 |
| Intact Investment Management Inc. |
6 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
6 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
6 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
6 |
| Global X Funds |
6 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
6 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
6 |
| Bbr Partners, Llc |
6 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
6 |
| Mowery & Schoenfeld Wealth Management, LLC |
6 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
6 |
| Halpern Financial, Inc. |
6 |
| Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
6 |
| Analytic Investors, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
6 |
| DecisionPoint Financial, LLC |
6 |
| Fairway Wealth LLC |
6 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
6 |
| Taconic Capital Advisors LP |
6 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
6 |
| Independence Capital Asset Partners, LLC |
6 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
6 |
| Knightsbridge Asset Management, Llc |
6 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
6 |
| Guardian Capital Lp |
6 |
| Axiom International Investors Llc /de |
6 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
6 |
| Alphagen Securities Llc |
6 |
| Financiere des Professionnels - Fonds d,investissement inc. |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
6 |
| Ramirez Asset Management, Inc. |
6 |
| Security National Trust Co |
6 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
6 |
| Iberiabank Corp |
6 |
| Segantii Capital Management Ltd |
6 |
| First Command Advisory Services, Inc. |
6 |
| British Airways Pensions Investment Management Ltd |
6 |
| Banque Pictet & Cie Sa |
6 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
6 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
6 |
| Wetzel Investment Advisors, Inc. |
6 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
6 |
| Ardevora Asset Management LLP |
6 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
6 |
| Carillon Tower Advisers, Inc. |
6 |
| Pnc Funds |
6 |
| Gilliland Jeter Wealth Management LLC |
6 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
6 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
6 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
6 |
| Parkwood LLC |
6 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
6 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
| Advisory Alpha, LLC |
6 |
| Northwest Financial Advisors |
6 |
| Context Capital Management, LLC |
6 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
6 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
6 |
| De Burlo Group Inc |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
6 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
6 |
| Plato Investment Management Ltd |
6 |
| Binnacle Investments Inc |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
6 |
| Brown Advisory Securities, LLC |
6 |
| Estabrook Capital Management |
6 |
| Opus Capital Group, LLC |
6 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
6 |
| IronBridge Capital Management LP |
6 |
| Susquehanna Portfolio Strategies, LLC |
6 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
6 |
| Oak Ridge Investments Llc |
6 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
6 |
| Herndon Capital Management Llc |
6 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
6 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
6 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
6 |
| IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
6 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
6 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
6 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
6 |
| Bank Of Nova Scotia Trust Co |
6 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
6 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
6 |
| PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
6 |
| SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
6 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
6 |
| Diamond Hill Capital Management Inc |
6 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
6 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
6 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
6 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
6 |
| Bragg Financial Advisors, Inc |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
6 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
6 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
6 |
| Ridgewood Investments LLC |
6 |
| Omnia Family Wealth, LLC |
6 |
| SRB Corp |
6 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
6 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
6 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
6 |
| Capital International Sarl |
6 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
| Capital International Ltd /ca/ |
6 |
| Calvert Impact Fund Inc |
6 |
| Change Path, LLC |
6 |
| Knights of Columbus Asset Advisors LLC |
6 |
| Intellectus Partners, LLC |
6 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
6 |
| Neuburgh Advisers LLC |
6 |
| Global Financial Private Capital, LLC |
6 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
6 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
6 |
| Caxton Associates Llp |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
6 |
| Gables Capital Management Inc. |
6 |
| NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
6 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
6 |
| Heck Capital Advisors, LLC |
6 |
| Sugarloaf Wealth Management, LLC |
6 |
| Meridian Wealth Management, LLC |
6 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
6 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
| EAM Global Investors LLC |
6 |
| Bfsg, Llc |
6 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
6 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
6 |
| Marathon Capital Management |
6 |
| HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
6 |
| University Of Texas/texas Am Investment Managment Co |
6 |
| Farmers & Merchants Trust Co of Chambersburg PA |
6 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
6 |
| Minichmacgregor Wealth Management, Llc |
6 |
| Corient Capital Partners, LLC |
6 |
| Broadview Funds Trust |
6 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
6 |
| GFG Capital, LLC |
6 |
| ESL Trust Services, LLC |
6 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
6 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
6 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
6 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
6 |
| Unigestion Holding SA |
6 |
| CBIZ Investment Advisory Services, LLC |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| Cascade Investment Advisors, Inc. |
6 |
| Redpoint Investment Management Pty Ltd |
6 |
| NuWave Investment Management, LLC |
6 |
| Pflug Koory, LLC |
6 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
6 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
6 |
| Sierra Ocean, Llc |
6 |
| Aurora Investment Counsel |
6 |
| Caldwell Securities, Inc |
6 |
| Railway Pension Investments Ltd |
6 |
| SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A |
6 |
| Friess Associates Llc |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
6 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
6 |
| Sumit Capital, Llc |
6 |
| HGC Investment Management Inc. |
6 |
| DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares |
6 |
| Canton Hathaway, LLC |
6 |
| Lebenthal Asset Management, LLC |
6 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
6 |
| Verus Capital Partners, Llc |
6 |
| Clearline Capital LP |
6 |
| DRW Securities, LLC |
6 |
| RMR Wealth Builders |
6 |
| Trillium Asset Management, Llc |
6 |
| TFG Advisers LLC |
6 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
6 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
6 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
6 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
6 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
6 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
6 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
6 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
6 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
6 |
| Wakefield Asset Management LLLP |
6 |
| Resources Management Corp /ct/ /adv |
6 |
| Redhawk Wealth Advisors, Inc. |
6 |
| Ziegler Capital Management, LLC |
6 |
| LMR Master Fund Ltd |
6 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
6 |
| Glg Inc. |
6 |
| Rampart Investment Management Company, LLC |
6 |
| Eudaimonia Partners, LLC |
6 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
6 |
| Landaas & Co /wi /adv |
6 |
| Cna Financial Corp |
6 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
6 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
6 |
| Dfpg Investments, Llc |
6 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
6 |
| Bronson Point Management LLC |
6 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
6 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
6 |
| Rs Investment Management Co Llc |
6 |
| Royal Fund Management, LLC |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
5 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
5 |
| Grace Capital |
5 |
| Diversify Advisory Services, LLC |
5 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
5 |
| AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
5 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
5 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
5 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
5 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
5 |
| ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
5 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
5 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
5 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
| Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
5 |
| Brandes Investment Partners, Lp |
5 |
| RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
5 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
5 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
5 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
5 |
| IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
5 |
| HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
5 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
5 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
5 |
| TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N |
5 |
| TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
5 |
| TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
5 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
5 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
5 |
| WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
5 |
| Caisse Des Depots Et Consignations |
5 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
5 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
5 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
5 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
5 |
| QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I |
5 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
5 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
5 |
| NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A |
5 |
| APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
5 |
| DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
5 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
5 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
5 |
| MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
5 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
5 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
5 |
| SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
5 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
5 |
| WealthCollab, LLC |
5 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
5 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
5 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
5 |
| RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
5 |
| American Capital Management Inc |
5 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
5 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
5 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
5 |
| SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A |
5 |
| SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
5 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
| Creekmur Asset Management LLC |
5 |
| Nova Wealth Management, Inc. |
5 |
| Punch & Associates Investment Management, Inc. |
5 |
| Aberdeen Asset Management Plc/uk |
5 |
| Chesley Taft & Associates LLC |
5 |
| Groupama Asset Managment |
5 |
| Columbia Partners L L C Investment Management |
5 |
| Aspect Partners, LLC |
5 |
| LM Advisors LLC |
5 |
| Douglass Winthrop Advisors, LLC |
5 |
| Buffington Mohr McNeal |
5 |
| Hirtle Callaghan & Co LLC |
5 |
| Kodai Capital Management LP |
5 |
| Beutel, Goodman & Co Ltd. |
5 |
| Cobblestone Capital Advisors Llc /ny/ |
5 |
| Tdam Usa Inc. |
5 |
| Geneva Advisors, LLC |
5 |
| Keel Point, LLC |
5 |
| WESPAC Advisors, LLC |
5 |
| Copeland Capital Management, LLC |
5 |
| Unique Wealth Strategies, LLC |
5 |
| Cetera Trust Company, N.A |
5 |
| Schwartz Investment Counsel Inc |
5 |
| Nippon Life Global Investors Americas, Inc. |
5 |
| Investment Partners, Ltd. |
5 |
| Highland Capital Management Lp |
5 |
| Corient IA LLC |
5 |
| Sapient Capital Llc |
5 |
| Grimes & Company, Inc. |
5 |
| Trust Point Inc. |
5 |
| Valued Wealth Advisors LLC |
5 |
| Miracle Mile Advisors, LLC |
5 |
| LBA Wealth Management, LLC |
5 |
| Leisure Capital Management |
5 |
| SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
5 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
5 |
| Chilton Investment Co Llc |
5 |
| Us Financial Advisors, Llc |
5 |
| First City Capital Management, Inc. |
5 |
| Calamos Wealth Management LLC |
5 |
| Tiaa Trust, National Association |
5 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
5 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
5 |
| Castle Creek Arbitrage, LLC |
5 |
| Aris Wealth Services, Inc. |
5 |
| Cullen Capital Management, LLC |
5 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
5 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
5 |
| PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
5 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class |
5 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
5 |
| Boston Financial Mangement Llc |
5 |
| Bangor Savings Bank |
5 |
| Imprint Wealth LLC |
5 |
| NJ State Employees Deferred Compensation Plan |
5 |
| Quintet Private Bank (Europe) S.A. |
5 |
| PFG Investments, LLC |
5 |
| Columbus Circle Investors |
5 |
| Stevens First Principles Investment Advisors |
5 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
5 |
| Cm Wealth Advisors Llc |
5 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
5 |
| STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
5 |
| Griffin Asset Management, Inc. |
5 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
5 |
| Goelzer Investment Management, Inc. |
5 |
| TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF |
5 |
| Value Holdings Lp |
5 |
| Compass Wealth Management LLC |
5 |
| New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
5 |
| Shufro Rose & Co Llc |
5 |
| Eads & Heald Wealth Management |
5 |
| Thematics Asset Management |
5 |
| Emerald Advisers, Llc |
5 |
| Tiaa Cref Trust Co Fsb/mo |
5 |
| Argonautica Private Wealth Management, Inc |
5 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
5 |
| Mendota Financial Group, LLC |
5 |
| New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
5 |
| Mondrian Investment Partners LTD |
5 |
| SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
5 |
| New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
5 |
| Americafirst Capital Management, Llc |
5 |
| Park Square Financial Group, LLC |
5 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
5 |
| Alta Advisers Ltd |
5 |
| York Capital Management Global Advisors, LLC |
5 |
| Thompson Investment Management, Inc. |
5 |
| Montecito Bank & Trust |
5 |
| ASB Consultores, LLC |
5 |
| Samlyn Capital, Llc |
5 |
| Community Financial Services Group, LLC |
5 |
| First Merchants Corp |
5 |
| Norris Perne & French Llp/mi |
5 |
| CHURCHILL MANAGEMENT Corp |
5 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
5 |
| Azimuth Capital Investment Management LLC |
5 |
| Douglas C. Lane & Associates, Inc. |
5 |
| Gw Henssler & Associates Ltd |
5 |
| Castle Wealth Management Llc |
5 |
| Putnam Fl Investment Management Co |
5 |
| Karpus Management, Inc. |
5 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
5 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
5 |
| Ameriflex Group, Inc. |
5 |
| Charter Trust Co |
5 |
| WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I |
5 |
| Eagle Global Advisors Llc |
5 |
| Brookside Capital Management Llc |
5 |
| Radcliffe Capital Management, L.P. |
5 |
| LGT Fund Management Co Ltd. |
5 |
| Brighton Jones Llc |
5 |
| Empyrean Capital Partners, LP |
5 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
5 |
| NorthCoast Asset Management LLC |
5 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
| Buckingham Strategic Wealth, Llc |
5 |
| Harfst & Associates, Inc. |
5 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
5 |
| American Trust |
5 |
| City State Bank |
5 |
| Conning Inc. |
5 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
5 |
| Tyler-Stone Wealth Management |
5 |
| Annex Advisory Services, LLC |
5 |
| Elequin Capital Lp |
5 |
| Bray Capital Advisors |
5 |
| Intersect Capital LLC |
5 |
| Fort Pitt Capital Group, Llc |
5 |
| FormulaFolio Investments, LLC |
5 |
| Catawba Capital Management /va |
5 |
| Integral Derivatives, LLC |
5 |
| Dixon Hughes Goodman Wealth Advisors LLC |
5 |
| Dynamic Advisor Solutions LLC |
5 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
5 |
| Absolute Capital Management, LLC |
5 |
| Fruth Investment Management |
5 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
5 |
| Conestoga Capital Advisors, LLC |
5 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
5 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
5 |
| Reuter James Wealth Management, Llc |
5 |
| Kolinsky Wealth Management, LLC |
5 |
| Davis R M Inc |
5 |
| JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
5 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
5 |
| GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares |
5 |
| Montrusco Bolton Investments Inc. |
5 |
| Trust Department Mb Financial Bank N A |
5 |
| West Oak Capital, LLC |
5 |
| Smith Group Asset Management, LLC |
5 |
| Pensionfund DSM Netherlands |
5 |
| Stock Yards Bank & Trust Co |
5 |
| CT Financial Advisors LLC |
5 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
5 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
5 |
| STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| Bank of New Hampshire |
5 |
| ACG Wealth |
5 |
| Polaris Wealth Advisory Group, LLC |
5 |
| One Capital Management, LLC |
5 |
| Sierra Capital LLC |
5 |
| Foster & Motley Inc |
5 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
5 |
| Origin Asset Management LLP |
5 |
| Gries Financial Llc |
5 |
| Better Money Decisions, LLC |
5 |
| Aristeia Capital Llc |
5 |
| Ferguson Wellman Capital Management, Inc |
5 |
| Ninety One UK Ltd |
5 |
| Lingohr & Partner Asset Management GmbH |
5 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
5 |
| Cary Street Partners Financial Llc |
5 |
| S&co Inc |
5 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
5 |
| Legacy Wealth Asset Management, LLC |
5 |
| River Wealth Advisors LLC |
5 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
5 |
| Guinness Asset Management LTD |
5 |
| NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
5 |
| SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
5 |
| Raiffeisen Bank International AG |
5 |
| Kessler Investment Group, LLC |
5 |
| F/M Investments LLC |
5 |
| Beese Fulmer Investment Management, Inc. |
5 |
| Sittner & Nelson, Llc |
5 |
| Resolute Advisors LLC |
5 |
| Curated Wealth Partners LLC |
5 |
| Lebenthal Global Advisors, LLC |
5 |
| Allegheny Financial Group LTD |
5 |
| CFS Investment Advisory Services, LLC |
5 |
| Symmetry Investments LP |
5 |
| Crestwood Advisors Group LLC |
5 |
| Baker Tilly Financial, Llc |
5 |
| E Fund Management Co., Ltd. |
5 |
| DB Wealth Management Group, LLC |
5 |
| Black Swift Group, LLC |
5 |
| Apriem Advisors |
5 |
| Warren Averett Asset Management, LLC |
5 |
| Nair Vinay |
5 |
| Marshall Financial Group LLC |
5 |
| McClarren Financial Advisors, Inc. |
5 |
| Harvey Investment Co Llc |
5 |
| Accel Wealth Management |
5 |
| MTM Investment Management, LLC |
5 |
| Sage Mountain Advisors LLC |
5 |
| Clearview Wealth Advisors LLC |
5 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
5 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
5 |
| State Farm Mutual Automobile Insurance Co |
5 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
5 |
| WESPAC Advisors SoCal, LLC |
5 |
| Fortis Group Advisors, LLC |
5 |
| Atlantic Union Bankshares Corp |
5 |
| Laurel Wealth Advisors, Inc. |
5 |
| Oliver Luxxe Assets LLC |
5 |
| Mizuho Trust & Banking Co., Ltd. |
5 |
| Lakeview Capital Partners, LLC |
5 |
| Armbruster Capital Management, Inc. |
5 |
| Renaissance Group Llc |
5 |
| Old Second National Bank Of Aurora |
5 |
| Stuart Chaussee & Associates, Inc. |
5 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
5 |
| Fenimore Asset Management Trust |
5 |
| J.Safra Asset Management Corp |
5 |
| Stone Run Capital, Llc |
5 |
| U S Global Investors Inc |
5 |
| GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
5 |
| Crawford Investment Counsel Inc |
5 |
| Verity Asset Management, Inc. |
5 |
| Financial Counselors Inc |
5 |
| Marathon Trading Investment Management LLC |
5 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
5 |
| Institute for Wealth Management, LLC. |
5 |
| FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund |
5 |
| Turtle Creek Asset Management Inc. |
5 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
5 |
| Canandaigua National Corp |
5 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
5 |
| Cornerstone Wealth Management, LLC |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| Jabre Capital Partners S.A. |
5 |
| Core Alternative Capital |
5 |
| Virtus ETF Advisers LLC |
5 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
5 |
| Avidian Wealth Solutions, LLC |
5 |
| ZPR Investment Management |
5 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
5 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
5 |
| Zimmer Partners, LP |
5 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
5 |
| Dai-ichi Life Holdings, Inc. |
5 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
5 |
| Nations Financial Group Inc, /ia/ /adv |
5 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
5 |
| HighMark Wealth Management LLC |
5 |
| Otter Creek Advisors, LLC |
5 |
| BankPlus Trust Department |
5 |
| DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
5 |
| DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard |
5 |
| FSA Wealth Management LLC |
5 |
| Gca Investment Management, Llc |
5 |
| CWA Asset Management Group, LLC |
5 |
| Pacific Global Investment Management Co |
5 |
| Resonant Capital Advisors, LLC |
5 |
| Tortoise Index Solutions, LLC |
5 |
| Re Advisers Corp |
5 |
| Premier Fund Managers Ltd |
5 |
| Pacific Capital Wealth Advisors, Inc |
5 |
| Bellevue Asset Management, Llc |
5 |
| Legg Mason Investment Counsel, LLC |
5 |
| Ovata Capital Management Ltd |
5 |
| Eidelman Virant Capital |
5 |
| NWK Group, Inc. |
5 |
| Okabena Investment Services Inc |
5 |
| Harwood Advisory Group, LLC |
5 |
| Marks Group Wealth Management, Inc |
5 |
| Camden Capital, LLC |
5 |
| Wilmington Trust, National Association |
5 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
5 |
| Wilmington Funds Management Corp |
5 |
| Stonebridge Financial Group, LLC |
5 |
| Steel Peak Wealth Management LLC |
5 |
| XML Financial, LLC |
5 |
| RGT Wealth Advisors, LLC |
5 |
| First Command Bank |
5 |
| First Command Financial Services, Inc. |
5 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
5 |
| Polianta Ltd |
5 |
| Financial Advisors Network, Inc. |
5 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
5 |
| Banco Santander, S.A. |
5 |
| XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
5 |
| XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
5 |
| Point72 Europe (London) LLP |
5 |
| Greenhouse Funds LLLP |
5 |
| Almanack Investment Partners, LLC. |
5 |
| Doyle Wealth Management |
5 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
5 |
| Founders Capital Management |
5 |
| Sterling Investment Advisors, Ltd. |
5 |
| Aua Capital Management, Llc |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| Geneva Partners, LLC |
5 |
| Crescent Grove Advisors, LLC |
5 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
5 |
| AlphaStar Capital Management, LLC |
5 |
| Ahrens Investment Partners LLC |
5 |
| Ferris Capital, Llc |
5 |
| Eventide Asset Management, Llc |
5 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
5 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
5 |
| Avanza Fonder AB |
5 |
| Kovack Advisors, Inc. |
5 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
5 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
5 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
5 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
5 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
5 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
5 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| VSSGX - VALIC Co I - Small-Mid Growth Fund |
5 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
5 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
5 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
5 |
| VBCVX - VALIC Co I - Systematic Value Fund |
5 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
5 |
| GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
5 |
| Rutabaga Capital Management Llc/ma |
5 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
5 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
5 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
5 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
5 |
| GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
5 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
5 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
5 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
| Baillie Gifford & Co |
5 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
| MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
5 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
5 |
| CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| Ironbridge Funds, Inc. |
5 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
5 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
5 |
| Nuveen S&p 500 Buywrite Income Fund |
5 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
5 |
| Harris Associates L P |
5 |
| Waddell & Reed Advisors Funds |
5 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
5 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
5 |
| FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class |
5 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
5 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
5 |
| TIMOTHY PLAN - Timothy Strategic Variable |
5 |
| Olstein Funds |
5 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
5 |
| Tri-continental Corp |
5 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
5 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
5 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
5 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
5 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
5 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
| AlphaCore Capital LLC |
5 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
5 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
| BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF |
5 |
| PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
5 |
| MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
5 |
| M Holdings Securities, Inc. |
5 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
| AdvisorShares Investments LLC |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
5 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
5 |
| Royce Micro-cap Trust, Inc /md/ |
5 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
5 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
5 |
| HWAY - Themes ETF Trust - Themes US Infrastructure ETF |
5 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
5 |
| NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
5 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
5 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| Cca Investments Trust |
5 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
5 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
| PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
5 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
5 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
5 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
5 |
| CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF |
5 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
5 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
5 |
| Jpmorgan Trust Iii |
5 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
5 |
| Mfs Special Value Trust |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
5 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
5 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
5 |
| EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A |
5 |
| Rivernorth Opportunities Fund, Inc. |
5 |
| SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
5 |
| Satuit Capital Management Trust |
5 |
| Rs Investment Trust |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
5 |
| CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
5 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
5 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
5 |
| HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
5 |
| Martin & Co Inc /tn/ |
5 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
5 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
5 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
5 |
| Vanguard Morgan Growth Fund |
5 |
| Franklin Ltd Duration Income Trust |
5 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
5 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
5 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
5 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
5 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
5 |
| Atlanta Capital Management Co L L C |
5 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
5 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
5 |
| ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF |
5 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
5 |
| PrairieView Partners, LLC |
5 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
5 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
5 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
5 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
5 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
5 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
5 |
| Alphasimplex Group, Llc |
5 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
5 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
5 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
5 |
| Lake Street Advisors Group, Llc |
5 |
| SWS Partners |
5 |
| Seelaus Asset Management LLC |
5 |
| CNB Bank |
5 |
| CastleArk Alternatives, LLC |
5 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
5 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
| Emerald Investment Partners, Llc |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| Silvant Capital Management LLC |
5 |
| FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
5 |
| Braun-Bostich & Associates Inc. |
5 |
| TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
5 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
5 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
5 |
| IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
5 |
| Equitable Holdings, Inc. |
5 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
5 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
| Kavar Capital Partners, LLC |
5 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
5 |
| Vectors Research Management, LLC |
5 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
| Cooper Financial Group |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
5 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
5 |
| Essex Savings Bank |
5 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
5 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
5 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
| Laurel Wealth Advisors LLC |
5 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| Community Capital Management, Inc. |
5 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
5 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
5 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
5 |
| NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class |
5 |
| Sepio Capital, LP |
5 |
| NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF |
5 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
5 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
| Asahi Life Asset Management Co., Ltd. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
5 |
| Mirova |
5 |
| Meridian Wealth Advisors, LLC |
5 |
| Nalls Sherbakoff Group, Llc |
5 |
| Strategic Blueprint, LLC |
5 |
| Hnp Capital Llc |
5 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
5 |
| World Equity Group, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
5 |
| Manchester Financial Inc |
5 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
5 |
| Princeton Global Asset Management LLC |
5 |
| TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
5 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
5 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
5 |
| Opseu Pension Plan Trust Fund |
5 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
| Aegon Asset Management Uk Plc |
5 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
5 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
5 |
| Bremer Bank National Association |
5 |
| ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF |
5 |
| WealthStone, Inc. |
5 |
| ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
5 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
5 |
| CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
5 |
| OneAscent Financial Services LLC |
5 |
| MidWestOne Financial Group, Inc. |
5 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
5 |
| Global X Japan Co., Ltd. |
5 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
5 |
| FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
5 |
| Rs Variable Products Trust |
5 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
5 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
5 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
5 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
5 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
5 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
5 |
| Ambassador Advisors, LLC |
5 |
| White Pine Capital Llc |
5 |
| Harvest Management Llc |
5 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
5 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
5 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
5 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
5 |
| Genesee Valley Trust Co |
5 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
5 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
5 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
5 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
5 |
| SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
5 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
5 |
| WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
5 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
5 |
| BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
5 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
5 |
| SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
5 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
5 |
| Forward Management, LLC |
5 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
5 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
5 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
5 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
5 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
5 |
| Seeds Investor Llc |
5 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
5 |
| Beryl Capital Management LLC |
4 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
4 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
| TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
4 |
| AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A |
4 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
4 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
4 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
4 |
| Core Bond Portfolio - Core Bond Portfolio |
4 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
4 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
4 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
4 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
4 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
4 |
| Gabelli Global Utility & Income Trust |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
| SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
4 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
4 |
| Eagle Boston Investment Management Inc |
4 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 |
4 |
| Weil Company, Inc. |
4 |
| Banco de Sabadell, S.A |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
4 |
| FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
4 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
| American Century Investment Management Inc |
4 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
4 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
4 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
4 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
4 |
| Allianzgi Convertible & Income 2024 Target Term Fund |
4 |
| Amcap Fund |
4 |
| PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
4 |
| Pin Oak Investment Advisors Inc |
4 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
4 |
| Voya Global Advantage & Premium Opportunity Fund |
4 |
| VGLSX - VALIC Co I - Global Strategy Fund |
4 |
| Certified Advisory Corp |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 |
4 |
| PFG Advisors |
4 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
| Diversify Wealth Management, Llc |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
4 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
| REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF |
4 |
| Marino, Stram & Associates Llc |
4 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
4 |
| Affiance Financial, LLC |
4 |
| Kera Capital Partners, Inc. |
4 |
| VAMGX - VALIC Co II - Mid Cap Growth Fund |
4 |
| EWG Elevate Inc. |
4 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
4 |
| Legacy Advisors, LLC |
4 |
| Burleson & Company, LLC |
4 |
| Edge Advisors, Llc |
4 |
| Harrington Investments, INC |
4 |
| MPS Loria Financial Planners, LLC |
4 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
4 |
| Mountain Capital Investment Advisors, Inc |
4 |
| JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
4 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
4 |
| Garner Asset Management Corp |
4 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
4 |
| Tiaa, Fsb |
4 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
4 |
| Pergamon Offshore Advisors, L.P. |
4 |
| Intercontinental Wealth Advisors, LLC |
4 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
4 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
4 |
| Blue Sky Asset Management, LLC |
4 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
4 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
| Israel Discount Bank of New York |
4 |
| Crews Bank & Trust |
4 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A |
4 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
| Israel Discount Bank Of New York /gfn |
4 |
| GSB Wealth Management, LLC |
4 |
| OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
4 |
| RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
4 |
| Pacific Center for Financial Services |
4 |
| R&F Capital Advisors LP |
4 |
| SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
4 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
4 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
4 |
| Moloney Securities Asset Management, LLC |
4 |
| Red Door Wealth Management, LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
4 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
4 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
4 |
| S.A. Mason LLC |
4 |
| Hartree Partners, LP |
4 |
| Ashler Capital Llc |
4 |
| TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund |
4 |
| Adviser Investments LLC |
4 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
4 |
| Gilder Gagnon Howe & Co Llc |
4 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
4 |
| VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
4 |
| GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| Radnor Capital Management, LLC |
4 |
| Kohmann Bosshard Financial Services, LLC |
4 |
| Harbor Advisors LLC |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
4 |
| West Family Investments, Inc. |
4 |
| Cfm Wealth Partners Llc |
4 |
| Connecticut Wealth Management, LLC |
4 |
| ICW Investment Advisors LLC |
4 |
| Paradigm Capital Management Inc/ny |
4 |
| Madison Wealth Management |
4 |
| Harbour Capital Advisors, LLC |
4 |
| Atlas Private Wealth Management |
4 |
| Wintrust Investments Llc |
4 |
| J. L. Bainbridge & Co., Inc. |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
| Formula Growth Ltd |
4 |
| JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
4 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
4 |
| Jackson, Grant Investment Advisers, Inc. |
4 |
| Telluride Asset Management LLC |
4 |
| Menard Financial Group LLC |
4 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
| Durable Capital Partners LP |
4 |
| Americana Partners, LLC |
4 |
| CWS Financial Advisors, LLC |
4 |
| Thornburg Investment Management Inc |
4 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
4 |
| Cai Capital Management, Inc. |
4 |
| McAdams Wright Ragen, Inc. |
4 |
| Equitable Trust Co |
4 |
| Invenomic Capital Management LP |
4 |
| AMF Pensionsforsakring AB |
4 |
| Visionary Wealth Advisors |
4 |
| Alpine Partners USVI, LLC |
4 |
| CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A |
4 |
| Capital Advisory Group Advisory Services, LLC |
4 |
| Guardian Investor Services Llc |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
4 |
| Ballast Advisors Llc |
4 |
| Optas, LLC |
4 |
| Mission Creek Capital Partners, Inc. |
4 |
| Green Arrow Capital Management Llc |
4 |
| Wealth Quarterback LLC |
4 |
| Century Capital Management, LLC |
4 |
| Newland Capital Management, Llc |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| Spears Abacus Advisors LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I |
4 |
| Running Oak Capital LLC |
4 |
| Filbrandt Wealth Management, LLC |
4 |
| Schonfeld Group Holdings LLC |
4 |
| Allegis Investment Advisors, LLC |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
4 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
| Birch Hill Investment Advisors LLC |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| Walter & Keenan Financial Consulting Co /mi/ /adv |
4 |
| AIA Investment Management Private Ltd |
4 |
| F&C Asset Management plc |
4 |
| aeris Capital Holding GmbH |
4 |
| New Covenant Trust Company, N.A. |
4 |
| CapWealth Advisors, LLC |
4 |
| Highlander Capital Management, LLC |
4 |
| Southernsun Asset Management, Llc |
4 |
| Gardner Lewis Asset Management L P |
4 |
| Connors Investor Services Inc |
4 |
| Impala Asset Management LLC |
4 |
| Connor Clark & Lunn Investment Management Ltd |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
4 |
| Madison Scottsdale, LC |
4 |
| JS Capital Management LLC |
4 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
4 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
4 |
| Euclid Advisors LLC |
4 |
| Optimal Asset Management, Inc. |
4 |
| Park Avenue Institutional Advisers LLC |
4 |
| Stelac Advisory Services LLC |
4 |
| VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
4 |
| HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
4 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
4 |
| Landsberg, Bennett, & Dubbaneh LLC |
4 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
4 |
| MBEQX - M FUND INC - M International Equity Fund |
4 |
| Symmetry Peak Management Llc |
4 |
| Lavaca Capital Llc |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| Rodgers Brothers Inc. |
4 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
4 |
| Northwestern Mutual Investment Services Llc |
4 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
4 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
4 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
4 |
| Coastal Bridge Advisors, LLC |
4 |
| DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund |
4 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
4 |
| Anchor Bolt Capital, LP |
4 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
4 |
| OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
4 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
| Cordatus Wealth Management LLC |
4 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
| TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
4 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
4 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
4 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
4 |
| PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
4 |
| Roman Butler Fullerton & Co |
4 |
| JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
4 |
| DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF |
4 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
4 |
| WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares |
4 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
| ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF |
4 |
| KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares |
4 |
| Cognios Capital, LLC |
4 |
| ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I |
4 |
| PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
4 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
4 |
| MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF |
4 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
4 |
| Atala Financial Inc |
4 |
| Angeles Investment Advisors, LLC |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
4 |
| Old North State Trust, LLC |
4 |
| Donaldson Capital Management, Llc |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| Hunter Perkins Capital Management, LLC |
4 |
| Insight Capital Research & Management Inc |
4 |
| SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
4 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
4 |
| Lodge Hill Capital, LLC |
4 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
4 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
4 |
| Flagship Wealth Advisors, Llc |
4 |
| BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
4 |
| Dougherty Wealth Advisers LLC |
4 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
4 |
| Simmons Bank |
4 |
| Warberg Asset Management LLC |
4 |
| PENN SERIES FUNDS INC - Mid Cap Growth Fund |
4 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
4 |
| Fma Advisory Inc |
4 |
| Clarius Group, LLC |
4 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
4 |
| Wrapmanager Inc |
4 |
| Bel Air Investment Advisors Llc |
4 |
| Stratos Wealth Advisors, LLC |
4 |
| Tradeworx Inc. |
4 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
4 |
| Geneva Capital Management Llc |
4 |
| Penseco Financial Services Corp |
4 |
| CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 |
4 |
| Vivaldi Asset Management, LLC |
4 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
4 |
| HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
4 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
4 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
4 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
4 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
| Syntal Capital Partners, LLC |
4 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
4 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
4 |
| Gladstone Institutional Advisory LLC |
4 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
4 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
4 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
4 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
4 |
| Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
4 |
| Godsey & Gibb Associates |
4 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
| SlateStone Wealth, LLC |
4 |
| Raab & Moskowitz Asset Management LLC |
4 |
| Paradigm Financial Advisors, LLC |
4 |
| GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
4 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
4 |
| Manatuck Hill Partners, LLC |
4 |
| XXEC, Inc. |
4 |
| RiverPoint Capital Management, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
4 |
| Thoroughbred Financial Services, Llc |
4 |
| Kinneret Advisory, LLC |
4 |
| ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
4 |
| V Wealth Advisors LLC |
4 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
4 |
| Ecofin Advisors Ltd |
4 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
4 |
| Cornerstone Advisory, LLC |
4 |
| BlackRock Capital Allocation Trust |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| Sanders Morris Harris Llc |
4 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
| Aristotle Capital Management, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| Mjp Associates Inc /adv |
4 |
| Concert Wealth Management Inc. |
4 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
| Murphy & Mullick Capital Management Corp |
4 |
| HWG Holdings LP |
4 |
| PartnerRe Asset Management CORP |
4 |
| Ellsworth Advisors, LLC |
4 |
| Mraz, Amerine & Associates, Inc. |
4 |
| Kepos Capital LP |
4 |
| Hunter Associates Investment Management Llc |
4 |
| East Coast Asset Management, LLC. |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| Fullcircle Wealth Llc |
4 |
| Sandhill Capital Partners LLC |
4 |
| Cowa, Llc |
4 |
| RWM Asset Management, LLC |
4 |
| Cannon Global Investment Management, LLC |
4 |
| Altus Wealth Group LLC |
4 |
| Berkley W R Corp |
4 |
| Sentinel Asset Management, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
4 |
| Synergy Financial Management, LLC |
4 |
| WHV Investments, Inc. |
4 |
| Hemenway Trust Co LLC |
4 |
| Broderick Brian C |
4 |
| Harvest Investment Services, LLC |
4 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
4 |
| Somerville Kurt F |
4 |
| Snyder Capital Management L P |
4 |
| True Link Financial Advisors, LLC |
4 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
4 |
| New York Life Investments Alternatives |
4 |
| PCJ Investment Counsel Ltd. |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
4 |
| Heron Bay Capital Management |
4 |
| NinePointTwo Capital |
4 |
| Urban Wealth Management, LLC |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Retirement Group, LLC |
4 |
| Kozak & Associates, Inc. |
4 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
4 |
| Boyd Watterson Asset Management Llc/oh |
4 |
| Clarkston Capital Partners, LLC |
4 |
| Pennsylvania Trust Co |
4 |
| QUANTRES ASSET MANAGEMENT Ltd |
4 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| Peoples Financial Services Corp. |
4 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
4 |
| Mission Wealth Management, Lp |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| Signature Financial Management, Inc. |
4 |
| Amica Pension Fund Board Of Trustees |
4 |
| Brandywine Oak Private Wealth Llc |
4 |
| Duff & Phelps Investment Management Co |
4 |
| Tru Independence Asset Management 2, Llc |
4 |
| Baron Silver Stevens Financial Advisors, Llc |
4 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
4 |
| Standard Life Investments LTD |
4 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
4 |
| PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
4 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
4 |
| Systematic Alpha Investments, LLC |
4 |
| AllSquare Wealth Management LLC |
4 |
| Horan Capital Advisors, LLC. |
4 |
| Kingfisher Capital LLC |
4 |
| Mid Atlantic Financial Management Inc/adv |
4 |
| Syntax Advisors, Llc |
4 |
| Harvey Partners, LLC |
4 |
| ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
4 |
| Verity & Verity, LLC |
4 |
| Stratton Management Co |
4 |
| Gratus Capital LLC |
4 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
4 |
| Innovative Portfolios |
4 |
| Gladius Capital Management LP |
4 |
| Cypress Capital, LLC |
4 |
| Ssi Investment Management Llc |
4 |
| American National Insurance Co /tx/ |
4 |
| Sig Brokerage, Lp |
4 |
| Alexandria Capital, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| CSM Advisors, LLC |
4 |
| Goldentree Asset Management Lp |
4 |
| NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A |
4 |
| LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
4 |
| Lehman Financial Resources, Inc. |
4 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
4 |
| Sterling Global Strategies LLC |
4 |
| Autus Asset Management, LLC |
4 |
| Sageworth Trust Co of South Dakota |
4 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
4 |
| VCBDX - VALIC Co I - Core Bond Fund |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
4 |
| Garrett Wealth Advisory Group, LLC |
4 |
| VVSGX - VALIC Co I - Small Cap Growth Fund |
4 |
| SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
4 |
| IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I |
4 |
| Nwam Llc |
4 |
| TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
4 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
4 |
| Groupe la Francaise |
4 |
| VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I |
4 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
4 |
| Easterly Investment Partners Llc |
4 |
| Ransom Advisory, Ltd |
4 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
4 |
| Great Valley Advisor Group, Inc. |
4 |
| Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A |
4 |
| FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
4 |
| TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 |
4 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
4 |
| TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
4 |
| Crow Point Partners, LLC |
4 |
| Pensionfund Sabic |
4 |
| Holos Integrated Wealth LLC |
4 |
| Copper Rock Capital Partners, LLC |
4 |
| FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
4 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
4 |
| Marco Investment Management Llc |
4 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
4 |
| Parvin Asset Management, LLC |
4 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
4 |
| ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF |
4 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
| Pegasus Partners Ltd. |
4 |
| VKSGX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Value Fund Class R6 |
4 |
| SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
4 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
4 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
4 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
4 |
| JB Capital LLC |
4 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
4 |
| G2 Investment Partners Management LLC |
4 |
| NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
4 |
| Country Trust Bank |
4 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
4 |
| Cullinan Associates Inc |
4 |
| ID Management A/S |
4 |
| GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A |
4 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
4 |
| OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class |
4 |
| Principal Street Partners, LLC |
4 |
| Leeward Financial Partners, LLC |
4 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class |
4 |
| Barnett & Company, Inc. |
4 |
| Franklin Street Advisors Inc /nc |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
4 |
| Astrantus Ltd |
4 |
| Sandy Cove Advisors, LLC |
4 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
4 |
| Cross Staff Investments Inc |
4 |
| Fractal Investments LLC |
4 |
| Shinko Asset Management Co., Ltd. |
4 |
| Cortina Asset Management, LLC |
4 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
4 |
| Sonen Capital LLC |
4 |
| WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA |
4 |
| Stancorp Investment Advisers Inc |
4 |
| Appleton Partners Inc/ma |
4 |
| Boulder Hill Capital Management Lp |
4 |
| Westhampton Capital, LLC |
4 |
| First Niagara Bank |
4 |
| Pinnbrook Capital Management Lp |
4 |
| Paragon Capital Management Ltd |
4 |
| Strategic Advisors LLC |
4 |
| HITE Hedge Asset Management LLC |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| Leap Investments Lp |
4 |
| Wilmington Trust Co |
4 |
| SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
4 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
4 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
4 |
| Krs Capital Management, Llc |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| Financial Connections Group, Inc. |
4 |
| Hartford Financial Management Inc. |
4 |
| Thrive Wealth Management, LLC |
4 |
| Highstreet Asset Management Inc. |
4 |
| RiverPark Advisors, LLC |
4 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
4 |
| Wahed Invest LLC |
4 |
| BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
4 |
| Tilia Fiduciary Partners, Inc. |
4 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
4 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
4 |
| Hiddenite Capital Partners LP |
4 |
| ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
4 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
| Flossbach Von Storch Ag |
4 |
| Sendero Wealth Management, LLC |
4 |
| Nippon Life Insurance Co |
4 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
4 |
| Byrne Asset Management LLC |
4 |
| Papp L Roy & Associates |
4 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
4 |
| AlphaCentric Advisors LLC |
4 |
| Anchor Capital Advisors Llc |
4 |
| Stonehage Fleming (uk) Ltd |
4 |
| Values First Advisors, Inc. |
4 |
| Carret Asset Management, Llc |
4 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| Cim Investment Mangement Inc |
4 |
| UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
4 |
| Artemis Wealth Advisors, LLC |
4 |
| Triad Wealth Partners, LLC |
4 |
| High Net Worth Advisory Group LLC |
4 |
| Redwood Investments, LLC |
4 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
4 |
| Leeward Investments, LLC - MA |
4 |
| Fund Management at Engine No. 1 LLC |
4 |
| Vulcan Value Partners, LLC |
4 |
| Resurgent Financial Advisors LLC |
4 |
| EHP Funds Inc. |
4 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
| AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A |
4 |
| Vega Investment Solutions |
4 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
4 |
| Argent Capital Management Llc |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
4 |
| 1620 Investment Advisors, Inc. |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
| Mediolanum International Funds Ltd |
4 |
| Markel Corp |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
4 |
| Breton Hill Capital Ltd. |
4 |
| Quantum Private Wealth, LLC |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| IPDP - Listed Funds Trust - Dividend Performers ETF |
4 |
| Focus Financial Network, Inc. |
4 |
| Wbh Advisory Inc |
4 |
| North American Management Corp |
4 |
| Thrivent Core Funds - Thrivent Core Small Cap Value Fund |
4 |
| Murphy Pohlad Asset Management LLC |
4 |
| Ilmarinen Mutual Pension Insurance Co |
4 |
| Transatlantique Private Wealth Llc |
4 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
4 |
| Capital Management Associates /ny/ |
4 |
| Chase Investment Counsel Corp |
4 |
| Spectrum Asset Management, Inc. (NB/CA) |
4 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
4 |
| Fir Tree Capital Management Lp |
4 |
| Thomasville National Bank |
4 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| Coastline Trust Co |
4 |
| WealthPlan Investment Management, LLC |
4 |
| Rothschild Investment Corp /il |
4 |
| Mesirow Institutional Investment Management, Inc. |
4 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
4 |
| REAP Financial Group, LLC |
4 |
| Cubic Asset Management, LLC |
4 |
| Woodley Farra Manion Portfolio Management Inc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class |
4 |
| Murphy Capital Management Inc |
4 |
| General Partner, Inc. |
4 |
| Lisanti Capital Growth, LLC |
4 |
| Trifecta Capital Advisors, LLC |
4 |
| SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF |
4 |
| WestEnd Advisors, LLC |
4 |
| Trium Capital LLP |
4 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
4 |
| Roundview Capital LLC |
4 |
| Osborn Rohs Williams & Donohoe Ltd |
4 |
| New England Capital Financial Advisors LLC |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| Palladium Partners Llc |
4 |
| Emerald Mutual Fund Advisers Trust |
4 |
| TD Securities (USA) LLC |
4 |
| Essex Financial Services, Inc. |
4 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
| Kanawha Capital Management Llc |
4 |
| Insigneo Advisory Services, Llc |
4 |
| Wright Investors Service Inc |
4 |
| Moran Wealth Management, LLC |
4 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
| Garda Capital Partners Lp |
4 |
| Hermes Investment Management Ltd |
4 |
| Weatherly Asset Management L. P. |
4 |
| Hallmark Capital Management Inc |
4 |
| Allstate Investment Management Co |
4 |
| Lgt Capital Partners Ltd. |
4 |
| Friedenthal Financial |
4 |
| Capital Group Investment Management Pte. Ltd. |
4 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
4 |
| Lourd Capital, LLC |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
4 |
| Minerva Advisors LLC |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
4 |
| Prospector Partners Llc |
4 |
| Atwood & Palmer Inc |
4 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
4 |
| Linden Thomas Advisory Services, LLC |
4 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
4 |
| First United Bank Trust/ |
4 |
| Springbank Value Partners Lp |
4 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
4 |
| Acrisure Capital Management, LLC |
4 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
4 |
| Garde Capital, Inc. |
4 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
4 |
| MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
4 |
| JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund |
4 |
| NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
4 |
| Strategy Asset Managers Llc |
4 |
| GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
4 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
4 |
| FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A |
4 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
4 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
4 |
| Ruffer LLP |
4 |
| Carderock Capital Management Inc |
4 |
| Investment Counselors Of Maryland Llc |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
4 |
| Family Firm, Inc. |
4 |
| Canoe Financial LP |
4 |
| Nilsine Partners, LLC |
4 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
4 |
| Ashfield Capital Partners, LLC |
4 |
| EUSM - Strategy Shares - Eventide US Market ETF |
4 |
| VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A |
4 |
| Stance Capital Llc |
4 |
| Relational Investors Llc |
4 |
| Vinva Investment Management Ltd |
4 |
| LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
4 |
| Ofi Invest Asset Management |
4 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| National Wealth Management Group, LLC |
4 |
| Advanced Portfolio Management, LLC |
4 |
| CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
4 |
| Ifrah Financial Services, Inc. |
4 |
| NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF |
4 |
| LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund |
4 |
| First Commonwealth Financial Corp /pa/ |
4 |
| IPG Investment Advisors LLC |
4 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
4 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
4 |
| Cherry Tree Wealth Management, LLC |
4 |
| Kingswood Wealth Advisors, Llc |
4 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
4 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| Genus Capital Management Inc. |
4 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
4 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
4 |
| SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
4 |
| Headinvest, Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
4 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
| Mcdaniel Terry & Co |
4 |
| TAX - EA Series Trust - Cambria Tax Aware ETF |
4 |
| Welch & Forbes Llc |
4 |
| VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
4 |
| Phocas Financial Corp. |
4 |
| Loews Corp |
4 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
4 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
4 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
4 |
| Pier Capital, LLC |
4 |
| Trellus Management Company, LLC |
4 |
| Reynolds Capital Management Llc |
4 |
| Woodmont Investment Counsel Llc |
4 |
| Choate Investment Advisors |
4 |
| WFA Asset Management Corp |
4 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
4 |
| Azimuth Capital Management LLC |
4 |
| Saturna Capital CORP |
4 |
| UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF |
4 |
| Institutional Investment Strategy Fund |
4 |
| Dearborn Partners Llc |
4 |
| Ascend Capital, Llc |
4 |
| Pax World Management Llc |
4 |
| Thomas White International Ltd |
4 |
| First Foundation Advisors |
4 |
| Jump Trading, LLC |
4 |
| Braun Stacey Associates Inc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
4 |
| Armistice Capital, Llc |
4 |
| United Community Bank |
4 |
| Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
4 |
| Ipswich Investment Management Co., Inc. |
4 |
| Horizon Investment Services, LLC |
4 |
| Patten Group, Inc. |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
4 |
| ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
4 |
| PFS Partners, LLC |
4 |
| Manning & Napier Advisors Llc |
4 |
| Emancipation Management LLC |
4 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
4 |
| Hood River Capital Management LLC |
4 |
| Financial Perspectives, Inc |
4 |
| Third Point LLC |
4 |
| Penobscot Investment Management Company, Inc. |
4 |
| Paragon Capital Management LLC |
4 |
| S-Bank Fund Management Ltd |
4 |
| CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A |
4 |
| Naples Money Management LLC |
4 |
| Criterion Capital Advisors, Llc |
4 |
| Roble, Belko & Company, Inc |
4 |
| Andina Capital Management, LLC |
4 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
4 |
| Whitnell & Co. |
4 |
| Bollard Group LLC |
4 |
| Main Street Research LLC |
4 |
| Busey Wealth Management |
4 |
| Financial Engines Advisors L.L.C. |
4 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
4 |
| MeadowBrook Investment Advisors LLC |
4 |
| Mawer Investment Management Ltd. |
4 |
| Atlantic Edge Private Wealth Management, LLC |
4 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
4 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
4 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
4 |
| GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
4 |
| New Century Financial Group, LLC |
4 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
4 |
| Grace & White Inc /ny |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
4 |
| Boston Family Office Llc |
4 |
| Atlantic Investment Management Inc |
4 |
| Chesapeake Capital Corp /il/ |
4 |
| Evermay Wealth Management Llc |
4 |
| Catalytic Wealth RIA, LLC |
4 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
| Northwest Bancshares, Inc. |
4 |
| Maren Capital LLC |
4 |
| VestGen Advisors, LLC |
4 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
| WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund |
4 |
| Williamson Legacy Group, LLC |
4 |
| BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
4 |
| Modern Wealth Management, LLC |
4 |
| Geller Advisors LLC |
4 |
| Caitlin John, LLC |
4 |
| Planning Capital Management Corp |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
4 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
| WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
4 |
| Adirondack Trust Co |
4 |
| Mastrapasqua Asset Management Inc |
4 |
| Hobbs Group Advisors, LLC |
4 |
| Summitry Llc |
4 |
| Voisard Asset Management Group, Inc. |
4 |
| PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
4 |
| LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
4 |
| Madison Investment Holdings Inc |
4 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
4 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
| AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| Vanguard Windsor Funds |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
4 |
| NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
4 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
4 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
4 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
4 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
4 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
4 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
4 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
4 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
| Dixon Hubard Feinour & Brown Inc/va |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
4 |
| Dreyfus High Yield Strategies Fund |
4 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
4 |
| REDWX - Aspiration Funds - Aspiration Redwood Fund |
4 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
4 |
| Ingalls & Snyder Llc |
4 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
4 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
4 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
4 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
4 |
| Eminence Capital, Lp |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| Henderson Global Funds |
4 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
4 |
| FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
4 |
| New England Asset Management Inc |
4 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
4 |
| CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES |
4 |
| Howland Capital Management Llc |
4 |
| SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
4 |
| Edge Asset Management, Inc |
4 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
4 |
| Horizons Etf Trust I |
4 |
| Wells Fargo Global Dividend Opportunity Fund |
4 |
| Monument Capital Management |
4 |
| Clarus Wealth Advisors |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
4 |
| Vanguard Specialized Funds |
4 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
4 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
4 |
| BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 |
4 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
4 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
4 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
4 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
4 |
| PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
4 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
4 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
4 |
| Aberdeen Global Income Fund Inc |
4 |
| Net Worth Advisory Group |
4 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
4 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
4 |
| CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| Mason Capital Fund Trust - Fundamentals First ETF |
4 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
4 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
4 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
4 |
| Quest Investment Management Llc |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
| Alpine Bank Wealth Management |
4 |
| Taylor Hoffman Wealth Management |
4 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
4 |
| VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A |
4 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
4 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
4 |
| USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
4 |
| Legacy Wealth Managment, LLC/ID |
4 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
4 |
| Mutual Advisors, LLC |
4 |
| USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
4 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
4 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
4 |
| ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
4 |
| SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
4 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
4 |
| Mfs Intermediate High Income Fund |
4 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
4 |
| 55i, Llc |
4 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
4 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
4 |
| KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
4 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
4 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
4 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
4 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
4 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
4 |
| New America High Income Fund Inc |
4 |
| Compass Ion Advisors, LLC |
4 |
| PFG Private Wealth Management, LLC |
4 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
4 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
4 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
4 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
4 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
4 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
4 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
4 |
| Ssga Master Trust |
4 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
4 |
| Centenus Global Management, Lp |
4 |
| FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
4 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
4 |
| DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
4 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
4 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
4 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
4 |
| Fairscale Capital, LLC |
4 |
| DiMeo Schneider & Associates, L.L.C. |
4 |
| Trust For Advisor Solutions |
4 |
| Meyer Handelman Co |
4 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
4 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
4 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
4 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
4 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
4 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
| Bulldog Investors, LLP |
3 |
| Sumitomo Life Insurance Co |
3 |
| Mangrove Partners |
3 |
| Scopia Capital Management Lp |
3 |
| Sandell Asset Management Corp |
3 |
| Raging Capital Management, LLC |
3 |
| Fairfax Financial Holdings Ltd/ Can |
3 |
| Cannell Capital Llc |
3 |
| Elkhorn Partners Limited Partnership |
3 |
| Davidson Kempner Partners |
3 |
| Van Den Berg Management I, Inc |
3 |
| River Road Asset Management, LLC |
3 |
| Pentwater Capital Management LP |
3 |
| EJF Capital LLC |
3 |
| Integrated Core Strategies (us) Llc |
3 |
| Grandeur Peak Global Advisors, LLC |
3 |
| Water Asset Management LLC |
3 |
| Jarislowsky, Fraser Ltd |
3 |
| Ruane, Cunniff & Goldfarb Inc |
3 |
| Viking Global Investors Lp |
3 |
| National Rural Electric Cooperative Association |
3 |
| Horizon Kinetics LLC |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Skyline Asset Management Lp |
3 |
| EdgePoint Investment Group Inc. |
3 |
| Hound Partners, LLC |
3 |
| Coatue Management Llc |
3 |
| Primecap Management Co/ca/ |
3 |
| Ariel Investments, Llc |
3 |
| Sasco Capital Inc / Ct/ |
3 |
| New South Capital Management Inc |
3 |
| Parnassus Investments /ca |
3 |
| Nwq Investment Management Company, Llc |
3 |
| Daruma Capital Management Llc |
3 |
| Next Century Growth Investors Llc |
3 |
| Elk Creek Partners, LLC |
3 |
| Highland Capital Management Fund Advisors, L.p. |
3 |
| Goodnow Investment Group, Llc |
3 |
| Killen Group Inc |
3 |
| Burgundy Asset Management Ltd. |
3 |
| Saba Capital Management, L.P. |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| South Street Advisors LLC |
3 |
| Ativo Capital Management LLC |
3 |
| Halsey Associates Inc/ct |
3 |
| Polen Capital Management Llc |
3 |
| Bainco International Investors |
3 |
| Mcmillion Capital Management Inc |
3 |
| KLCM Advisors, Inc. |
3 |
| Ronald Blue & Co Llc |
3 |
| Miles Capital, Inc. |
3 |
| Aviance Capital Management, Llc |
3 |
| CQS Cayman LP |
3 |
| S&t Bank/pa |
3 |
| Signature Estate & Investment Advisors Llc |
3 |
| Condor Capital Management |
3 |
| Portolan Capital Management, LLC |
3 |
| Fairpointe Capital LLC |
3 |
| Greenwood Capital Associates Llc |
3 |
| Green Square Capital Advisors Llc |
3 |
| Hodges Capital Management Inc. |
3 |
| Cowen Prime Services LLC |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| Brave Asset Management Inc |
3 |
| Carmignac Gestion |
3 |
| Baldwin Investment Management, LLC |
3 |
| Vaughan David Investments Inc/il |
3 |
| Auxier Asset Management |
3 |
| Northstar Investment Advisors Llc |
3 |
| Sentinel Trust Co Lba |
3 |
| Holderness Investments Co |
3 |
| Tortoise Capital Advisors, L.l.c. |
3 |
| Zevin Asset Management Llc |
3 |
| Investors Capital Advisory Services |
3 |
| Van Berkom & Associates Inc. |
3 |
| Roof Eidam & Maycock/adv |
3 |
| Boys Arnold & Co Inc |
3 |
| WMS Partners, LLC |
3 |
| Cidel Asset Management Inc |
3 |
| Northeast Investment Management |
3 |
| Gamble Jones Investment Counsel |
3 |
| Bourgeon Capital Management Llc |
3 |
| Sawgrass Asset Management Llc |
3 |
| Pictet & Cie (Europe) SA |
3 |
| Princeton Capital Management Llc |
3 |
| Grandfield & Dodd, Llc |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| Cedar Wealth Management, LLC |
3 |
| NSB Advisors LLC |
3 |
| Usa Mutuals Advisors, Inc. |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| FirstMerit Bank N A Trustee |
3 |
| Genesis Wealth Advisors, LLC |
3 |
| Achievement Holdings L.P. |
3 |
| Gerstein Fisher |
3 |
| Tower Bridge Advisors |
3 |
| Ironwood Investment Counsel, LLC |
3 |
| Kimelman & Baird, LLC |
3 |
| Progressive Investment Management Corp |
3 |
| National Penn Investors Trust Co /pa |
3 |
| Cardinal Capital Management, Inc. |
3 |
| America First Investment Advisors, LLC |
3 |
| Sarasin & Partners LLP |
3 |
| Spinnaker Trust |
3 |
| Ntv Asset Management Llc |
3 |
| Linscomb & Williams, Inc. |
3 |
| Constellation Wealth Advisors, LLC |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| Clear Investment Research, Llc |
3 |
| Hgk Asset Management Inc |
3 |
| Viking Fund Management Llc |
3 |
| BRC Investment Management LLC |
3 |
| KAMES CAPITAL plc |
3 |
| Investment House Llc |
3 |
| BTC Capital Management, Inc. |
3 |
| Burt Wealth Advisors |
3 |
| Sii Investments Inc/wi |
3 |
| Compass Capital Management, Inc |
3 |
| Pillar Pacific Capital Management Llc |
3 |
| Fiduciary Group LLC |
3 |
| Honeywell International Inc |
3 |
| Haverford Trust Co |
3 |
| Cobiz Investment Management, Llc |
3 |
| Mechanics Bank Trust Department |
3 |
| North Point Portfolio Managers Corp/oh |
3 |
| First Dallas Securities Inc. |
3 |
| Portland Global Advisors LLC |
3 |
| Naples Global Advisors, Llc |
3 |
| Capital Investment Advisors, LLC |
3 |
| Excalibur Management Corp |
3 |
| Advent Capital Management /de/ |
3 |
| Valmark Advisers, Inc. |
3 |
| MU Investments Co., Ltd. |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| Private Wealth Partners, LLC |
3 |
| AT Bancorp |
3 |
| Bright Rock Capital Management, Llc |
3 |
| Camelot Portfolios, LLC |
3 |
| Schmidt P J Investment Management Inc |
3 |
| Edmp, Inc. |
3 |
| Dowling & Yahnke Llc |
3 |
| Barometer Capital Management Inc. |
3 |
| Corbenic Partners LLC |
3 |
| Ohio National Investments, Inc. |
3 |
| Field & Main Bank |
3 |
| Rockland Trust Co |
3 |
| Bridges Investment Management Inc |
3 |
| Jlb & Associates Inc |
3 |
| Horrell Capital Management, Inc. |
3 |
| Eagle Ridge Investment Management |
3 |
| Palladiem, Llc |
3 |
| Factory Mutual Insurance Co |
3 |
| Dumont & Blake Investment Advisors Llc |
3 |
| Carl Domino Inc |
3 |
| Personal Capital Advisors Corp |
3 |
| Wunderlich Capital Managemnt |
3 |
| Causeway Capital Management Llc |
3 |
| Avalon Advisors, Llc |
3 |
| Maple Capital Management, Inc. |
3 |
| OTA Financial Group L.P. |
3 |
| Solaris Asset Management Llc |
3 |
| Waldron Private Wealth LLC |
3 |
| Bienville Capital Management, LLC |
3 |
| Becker Capital Management Inc |
3 |
| Cutter & CO Brokerage, Inc. |
3 |
| TradeLink Capital LLC |
3 |
| Shamrock Asset Management LLC |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Klingenstein Fields & Co Lp |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| Farmers Trust Co |
3 |
| Atlas Brown,Inc. |
3 |
| Decatur Capital Management, Inc. |
3 |
| Torch Wealth Management LLC |
3 |
| Prio Wealth Limited Partnership |
3 |
| Alecta Pensionsforsakring, Omsesidigt |
3 |
| American Research & Management Co. |
3 |
| Neville Rodie & Shaw Inc |
3 |
| Malaga Cove Capital, LLC |
3 |
| Acropolis Investment Management, LLC |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| First American Bank |
3 |
| Smith Affiliated Capital Corp. |
3 |
| Legacy Private Trust Co. |
3 |
| B & T Capital Management DBA Alpha Capital Management |
3 |
| Meristem Family Wealth, LLC |
3 |
| Pure Financial Advisors, Inc. |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Private Asset Management Inc |
3 |
| Marshwinds Advisory Co |
3 |
| Daiwa SB Investments Ltd. |
3 |
| Hilton Capital Management, LLC |
3 |
| Moreno Evelyn V |
3 |
| Centre Asset Management, LLC |
3 |
| Renaissance Investment Group LLC |
3 |
| Modera Wealth Management, LLC |
3 |
| Scoggin Management Lp |
3 |
| Boston Common Asset Management, LLC |
3 |
| Hanlon Investment Management, Inc. |
3 |
| Sensato Investors LLC |
3 |
| Fidgeon Timothy F |
3 |
| HighTower Trust Services, LTA |
3 |
| Boussard & Gavaudan Investment Management LLP |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| BSW Wealth Partners |
3 |
| American National Registered Investment Advisor, Inc. |
3 |
| Willingdon Wealth Management |
3 |
| Hartline Investment Corp/ |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| Inverness Investment Group, LLC |
3 |
| United Asset Strategies, Inc. |
3 |
| Northeast Financial Consultants Inc |
3 |
| Montag & Caldwell, Llc |
3 |
| Covington Investment Advisors Inc. |
3 |
| Jacobson & Schmitt Advisors, Llc |
3 |
| Ninety One North America, Inc. |
3 |
| Orinda Asset Management LLC |
3 |
| Ckw Financial Group |
3 |
| Mid Continent Capital Llc/il |
3 |
| Fagan Associates, Inc. |
3 |
| Cambiar Investors Llc |
3 |
| Biltmore Wealth Management, LLC |
3 |
| Harding Loevner Lp |
3 |
| Cape Cod Five Cents Savings Bank |
3 |
| Atalanta Sosnoff Capital, Llc |
3 |
| Searle & Co. |
3 |
| Loeb Partners Corp |
3 |
| Notis-McConarty Edward |
3 |
| Family Management Corp |
3 |
| Fairfield, Bush & Co. |
3 |
| CR Intrinsic Investors, LLC |
3 |
| Icc Capital Management Inc/ |
3 |
| 10-15 Associates, Inc. |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| 1492 Capital Management LLC |
3 |
| Acuity Investment Management Inc |
3 |
| Sfmg, Llc |
3 |
| Columbia Asset Management |
3 |
| Tuttle Tactical Management LLC |
3 |
| Smith, Salley & Associates |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Jamison Eaton & Wood Inc /nj |
3 |
| Bank of Kentucky, Inc. |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Frontier Wealth Management LLC |
3 |
| Meitav Dash Investments Ltd |
3 |
| Weitz Investment Management, Inc. |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| Sunnymeath Asset Management, Inc. |
3 |
| RPG Investment Advisory, LLC |
3 |
| Croft-leominster Inc |
3 |
| Torray Llc |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| Aston Asset Management, LLC |
3 |
| FDO Partners, LLC |
3 |
| Madden Advisory Services, Inc. |
3 |
| Matarin Capital Management, LLC |
3 |
| Millrace Asset Group, Inc. |
3 |
| Wafra Inc. |
3 |
| Kalmar Investments Inc /de/ |
3 |
| Quantum Capital Management, LLC / NJ |
3 |
| Motley Fool Wealth Management, LLC |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Espalier Global Management LLC |
3 |
| Wealthsource Partners, Llc |
3 |
| Belmont Global Advisors, Inc. |
3 |
| Financial Strategy Network, LLC |
3 |
| SIR Capital Management, L.P. |
3 |
| Aristotle Capital Boston, LLC |
3 |
| Strategic Investment Management, Llc |
3 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
3 |
| Permanens Capital L.P. |
3 |
| Rocky Mountain Advisers, Llc |
3 |
| Spectrum Advisory Services Inc |
3 |
| Suffolk Capital Management Llc |
3 |
| American National Bank & Trust Co /va/ |
3 |
| Cahill Financial Advisors Inc |
3 |
| ARS Investment Partners, LLC |
3 |
| Klingman & Associates, LLC |
3 |
| Physicians Financial Services, Inc. |
3 |
| Payden & Rygel |
3 |
| Fft Wealth Management Llc |
3 |
| Kortright Capital Partners LP |
3 |
| Southport Management, L.l.c. |
3 |
| ICONIQ Capital, LLC |
3 |
| Omni Partners Llp |
3 |
| Md Sass Investors Services Inc |
3 |
| Wall Street Associates |
3 |
| Indices-Pac Research Corp. |
3 |
| Highmount Capital, LLC |
3 |
| Loeb Offshore Management LP |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| Perimeter Capital Partners, LLC |
3 |
| Kms Financial Services, Inc |
3 |
| Davidson Kempner Capital Management LLC |
3 |
| Boussard & Gavaudan Asset Management LP |
3 |
| Archipel Asset Management AB |
3 |
| LaSalle Street Capital Management, LLC |
3 |
| Alerus Financial Na |
3 |
| Front Street Capital Management, Inc. |
3 |
| Highwater Wealth Management, LLC |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| Transform Wealth, LLC |
3 |
| Touradji Capital Management, Lp |
3 |
| ELCO Management Co., LLC |
3 |
| Asset Planning Services, Ltd. |
3 |
| Bnp Paribas |
3 |
| Arthur M. Cohen & Associates, Llc |
3 |
| Pier 88 Investment Partners Llc |
3 |
| VanEck Funds |
3 |
| Fusion Family Wealth LLC |
3 |
| FNY Partners Fund LP |
3 |
| Tandem Investment Advisors, Inc. |
3 |
| Smith Shellnut Wilson Llc /adv |
3 |
| Northwest Quadrant Wealth Management, LLC |
3 |
| Sustainable Insight Capital Management, LLC |
3 |
| Vantage Financial Partners Ltd., Inc. |
3 |
| Fortis Advisors, LLC |
3 |
| Ursa Fund Management, LLC |
3 |
| Dunvegan Associates, Inc. |
3 |
| Heritage Trust Co |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Delta Lloyd Asset Management N.v. |
3 |
| American Financial Network Advisory Services Llc |
3 |
| Close Asset Management Ltd |
3 |
| Saya Management Lp |
3 |
| Spearhead Capital Advisors, Llc |
3 |
| IFG Advisory, LLC |
3 |
| DC Investments Management, LLC |
3 |
| MD Financial Management Inc. |
3 |
| Rainier Investment Management Mutual Funds |
3 |
| PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
3 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
3 |
| Franklin Universal Trust |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
| CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
3 |
| Eaton Vance Tax Advantaged Dividend Income Fund |
3 |
| UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| Putnam High Income Securities Fund |
3 |
| FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
3 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
3 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| Putnam Premier Income Trust |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| Allianzgi Diversified Income & Convertible Fund |
3 |
| WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| Source Capital Inc /de/ |
3 |
| PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
| Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
3 |
| Blackstone / Gso Strategic Credit Fund |
3 |
| Gabelli Go Anywhere Trust |
3 |
| Stock Portfolio - Stock Portfolio |
3 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| Nuveen Diversified Dividend & Income Fund |
3 |
| GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
3 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
| Gdl Fund |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
3 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
3 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
3 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| Special Opportunities Fund, Inc. |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
3 |
| Apollo Tactical Income Fund Inc. |
3 |
| Royce Global Value Trust, Inc. |
3 |
| Apollo Senior Floating Rate Fund Inc. |
3 |
| WIREX - PFS FUNDS - Wireless Fund |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
3 |
| SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc |
3 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
3 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
3 |
| PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund |
3 |
| SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| Deutsche Value Series, Inc |
3 |
| QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund |
3 |
| THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| Fdp Series, Inc. |
3 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
3 |
| Blackrock Master Llc |
3 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
3 |
| VOLMX - VOLUMETRIC FUND INC - Volumetric Fund |
3 |
| Oppenheimer Global Multi-asset Growth Fund |
3 |
| Oppenheimer Small Cap Value Fund |
3 |
| John Hancock Investors Trust |
3 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
3 |
| Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
3 |
| Oppenheimer Discovery Mid Cap Growth Fund |
3 |
| FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
3 |
| DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A |
3 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
3 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
3 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
3 |
| Clough Global Dividend & Income Fund |
3 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
3 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| Century Capital Management Trust |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| Bancroft Fund Ltd |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
3 |
| DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
3 |
| NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
| Putnam Master Intermediate Income Trust |
3 |
| NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
3 |
| DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| WEHIX - WEITZ FUNDS - Hickory Fund |
3 |
| Western Asset Corporate Loan Fund Inc. |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
3 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
| Pacholder High Yield Fund Inc |
3 |
| Northwest Capital Management Inc |
3 |
| Keeler THomas Management LLC |
3 |
| Arjuna Capital |
3 |
| DeDora Capital, Inc. |
3 |
| Covalis Capital Llp |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| MANA Advisors LLC |
3 |
| Crabel Capital Management, LLC |
3 |
| Thames Capital Management Llc |
3 |
| Precision Path Capital, Lp |
3 |
| Sturgeon Ventures LLP |
3 |
| Winthrop Partners - Wny, Llc |
3 |
| F3Logic, LLC |
3 |
| Chicago Capital, LLC |
3 |
| Elmwood Wealth Management, Inc. |
3 |
| Quad-Cities Investment Group, LLC |
3 |
| Howard Capital Management Inc. |
3 |
| Chesapeake Wealth Management |
3 |
| Dundas Partners LLP |
3 |
| O'Dell Group, LLC |
3 |
| Triodos Investment Management BV |
3 |
| Avitas Wealth Management LLC |
3 |
| Cozad Asset Management Inc |
3 |
| SPX Equities Gestao de Recursos Ltda |
3 |
| BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
3 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
3 |
| Hotaling Investment Management, LLC |
3 |
| Eukles Asset Management |
3 |
| Acima Private Wealth, Llc |
3 |
| Costello Asset Management, INC |
3 |
| Reston Wealth Management Llc |
3 |
| MBM Wealth Consultants, LLC |
3 |
| Rokos Capital Management LLP |
3 |
| Morningstar Investment Management LLC |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Dagco, Inc. |
3 |
| Salomon & Ludwin, LLC |
3 |
| Full Sail Capital, LLC |
3 |
| Alpha Quant Advisors, Llc |
3 |
| MONECO Advisors, LLC |
3 |
| Private Advisors, LLC |
3 |
| Western Wealth Management, LLC |
3 |
| C-J Advisory, Inc. |
3 |
| RDA Financial Network |
3 |
| TAP Consulting, LLC |
3 |
| Fundamentun, Llc |
3 |
| Nicolet Advisory Services, Llc |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| Toews Corp /adv |
3 |
| III Capital Management |
3 |
| Keudell/Morrison Wealth Management |
3 |
| Outlook Funds Trust |
3 |
| Whitebox Mutual Funds |
3 |
| Pioneer Series Trust I |
3 |
| Blue Square Asset Management, Llc |
3 |
| Cowen Investment Management LLC |
3 |
| Alaska Permanent Fund Corp |
3 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
| JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I |
3 |
| FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
3 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
3 |
| FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class |
3 |
| LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund |
3 |
| DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
3 |
| DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
3 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
| NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
3 |
| NMIEX - Northern Funds - Active M International Equity Fund |
3 |
| UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P |
3 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
3 |
| BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
3 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
3 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
| FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
3 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
| EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
3 |
| EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
3 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
| BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
3 |
| BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
3 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
3 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
3 |
| TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
3 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
3 |
| CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P |
3 |
| PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
3 |
| PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
3 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class |
3 |
| CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A |
3 |
| WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
3 |
| SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF |
3 |
| EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
3 |
| NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A |
3 |
| NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
3 |
| APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
3 |
| WATWX - WANGER ADVISORS TRUST - Wanger Select |
3 |
| JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
3 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
| CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
3 |
| Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class |
3 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
3 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
3 |
| PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class |
3 |
| TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
3 |
| MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
3 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
3 |
| KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
3 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
3 |
| Blackrock Allocation Target Shares - Bats Series A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
3 |
| SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
3 |
| FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
3 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
| MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
3 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
| RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
3 |
| RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
| Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
3 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
3 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
3 |
| OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
3 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
3 |
| RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
3 |
| PENN SERIES FUNDS INC - Large Cap Value Fund |
3 |
| PENN SERIES FUNDS INC - Smid Cap Value Fund |
3 |
| PENN SERIES FUNDS INC - Large Core Value Fund |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
3 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
| JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
3 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
3 |
| JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
3 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A |
3 |
| GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N |
3 |
| HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia |
3 |
| HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
3 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
3 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
3 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
3 |
| SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
3 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
| VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A |
3 |
| PKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Core Fund Class A |
3 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
| LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
3 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
3 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
3 |
| SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares |
3 |
| IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
3 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
| HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class |
3 |
| HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class |
3 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
3 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
3 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
3 |
| AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
3 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
3 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| DFA INVESTMENT TRUST CO - The Canadian Small Company Series |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
3 |
| FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
3 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
| KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
3 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
3 |
| JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 |
3 |
| JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
3 |
| AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
3 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
3 |
| SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
3 |
| FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
3 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
3 |
| FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
3 |
| AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
3 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
3 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
3 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
3 |
| RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
| IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF |
3 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
3 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
3 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
3 |
| FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
3 |
| FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
3 |
| HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
3 |
| FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A |
3 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
3 |
| FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
3 |
| FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
3 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
| WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class |
3 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
3 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
3 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
3 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
3 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
3 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
3 |
| FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
3 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
3 |
| FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I |
3 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
3 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
3 |
| TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
3 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
| DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
3 |
| DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A |
3 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
| THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
3 |
| MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I |
3 |
| MEIAX - MFS SERIES TRUST I - MFS Value Fund A |
3 |
| KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
3 |
| PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A |
3 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
3 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
| CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A |
3 |
| INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| CXI Advisors |
3 |
| DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
3 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
3 |
| EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A |
3 |
| IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
3 |
| NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
3 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
3 |
| DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
3 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| Investors Financial Group, LLC |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
3 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
3 |
| TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| VCCAX - VALIC Co II - Capital Appreciation Fund |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| VACVX - VALIC Co II - Large Cap Value Fund |
3 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
3 |
| GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
| SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
3 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
3 |
| VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A |
3 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
3 |
| MBE Wealth Management, LLC |
3 |
| Leelyn Smith, LLC |
3 |
| Lighthouse Financial Advisors, Inc. |
3 |
| Great Diamond Partners, LLC |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Principal Diversified Select Real Asset Fund |
3 |
| Dohj, Llc |
3 |
| Summit Wealth Group, LLC |
3 |
| Horizon Bancorp Inc /in/ |
3 |
| Professional Financial Advisors, LLC |
3 |
| Anfield Capital Management, LLC |
3 |
| Bank of Marin |
3 |
| Madison Asset Management, LLC |
3 |
| Texas Capital Bank Wealth Management Services Inc |
3 |
| Kathmere Capital Management, LLC |
3 |
| EPG Wealth Management LLC |
3 |
| Aprio Wealth Management, LLC |
3 |
| Fiduciary Planning LLC |
3 |
| Xtx Markets Llc |
3 |
| Keebeck Wealth Management, LLC |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| Argent Advisors, Inc. |
3 |
| Transcend Wealth Collective, Llc |
3 |
| DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
3 |
| MADDEN SECURITIES Corp |
3 |
| FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class |
3 |
| FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A |
3 |
| PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| Tandem Capital Management Corp /adv |
3 |
| PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
3 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
3 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
3 |
| Magnolia Capital Advisors Llc |
3 |
| Natural Investments, Llc |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Galaxy Capital Trading Ltd |
3 |
| Endex Capital Management Llc |
3 |
| J. W. Coons Advisors, LLC |
3 |
| Veracity Capital LLC |
3 |
| OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
3 |
| Atalaya Capital Management LP |
3 |
| PFSLX - PARADIGM FUNDS - Paradigm Select Fund |
3 |
| MFCPX - M FUND INC - M Capital Appreciation Fund |
3 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
3 |
| MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio |
3 |
| RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I |
3 |
| DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
3 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
3 |
| SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
3 |
| Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
3 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
3 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
| INDPX - Collaborative Investment Series Trust - Dividend Performers Class A |
3 |
| QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
3 |
| LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
| Waterloo Capital, L.P. |
3 |
| TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
3 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
3 |
| QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
3 |
| MPUSX - Gallery Trust - MONDRIAN U.S. SMALL CAP EQUITY FUND Mondrian U.S. Small Cap Equity Fund |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
| BUNRX - BULLFINCH FUND INC - Unrestricted Series |
3 |
| OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
3 |
| BIGTX - Monteagle Funds - The Texas Fund Class I |
3 |
| CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
3 |
| SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
3 |
| CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| Rockbridge Investment Management, LCC |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| BBR ALO Fund, LLC |
3 |
| TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
3 |
| TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
3 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
| Aster Investment Management Co Inc |
3 |
| FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
3 |
| CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
3 |
| DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
3 |
| DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
| CCLA Investment Management Ltd |
3 |
| Tennessee Valley Asset Management Partners |
3 |
| Axiom Investment Management LLC |
3 |
| MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF |
3 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
| ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
3 |
| Platform Technology Partners |
3 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
3 |
| Wealth Advisory Solutions, LLC |
3 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
| Iron Horse Wealth Management, LLC |
3 |
| Fwl Investment Management, Llc |
3 |
| Crescent Capital Consulting, LLC |
3 |
| Murchinson Ltd. |
3 |
| Berger Financial Group, Inc |
3 |
| Syverson Strege & Co |
3 |
| Leverage Partners Absolute Return Fund SPC |
3 |
| Liontrust Investment Partners LLP |
3 |
| Annapolis Financial Services, LLC |
3 |
| Oak Family Advisors, Llc |
3 |
| Privium Fund Management (UK) Ltd |
3 |
| Humankind Investments LLC |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| TCG Advisory Services, LLC |
3 |
| Financial Network Wealth Management LLC |
3 |
| Cartenna Capital, LP |
3 |
| Connacht Asset Management LP |
3 |
| Polar Capital Holdings Plc |
3 |
| Woodward Diversified Capital, Llc |
3 |
| CoreFirst Bank & Trust |
3 |
| Wealthspring Capital LLC |
3 |
| 2Xideas AG |
3 |
| EVR Research LP |
3 |
| InterOcean Capital Group, LLC |
3 |
| Hoese & Co LLP |
3 |
| Engine No. 1 Llc |
3 |
| Montanaro Asset Management Ltd |
3 |
| Freemont Management S.A. |
3 |
| EMC Capital Management |
3 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
3 |
| Patron Partners Advisors, Llc |
3 |
| Valley Brook Capital Group, Inc. |
3 |
| BNE - ETF Series Solutions - Blue Horizon BNE ETF |
3 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
3 |
| Mayflower Financial Advisors, LLC |
3 |
| QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class |
3 |
| O'Neil Global Advisors, Inc. |
3 |
| Tectonic Advisors Llc |
3 |
| Fermata Advisors, LLC |
3 |
| Regency Capital Management Inc.\DE |
3 |
| ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund |
3 |
| BlackRock Private Investments Fund |
3 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
| Heartland Bank & Trust Co |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
| TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund |
3 |
| Pinnacle Wealth Advisors |
3 |
| Putnam ETF Trust - Putnam Sustainable Future ETF - |
3 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
| VAPPX - VALIC Co I - Capital Appreciation Fund |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| Atw Spac Management Llc |
3 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
3 |
| THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
3 |
| CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF |
3 |
| RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares |
3 |
| FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
3 |
| REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares |
3 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
| BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF |
3 |
| FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Andrew Hill Investment Advisors, Inc. |
3 |
| MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| Wayfinding Financial, LLC |
3 |
| Keystone Financial Services |
3 |
| Missouri Trust & Investment Co |
3 |
| Perfromance Wealth Partners, LLC |
3 |
| GraniteShares Advisors LLC |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| Shore Point Advisors, LLC |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Henrickson Nauta Wealth Advisors, Inc. |
3 |
| Stonegate Investment Group, LLC |
3 |
| Seldon Capital Lp |
3 |
| Caldwell Investment Management Ltd. |
3 |
| Taika Capital, LP |
3 |
| New Millennium Group LLC |
3 |
| Lindenwold Advisors |
3 |
| Journey Strategic Wealth Llc |
3 |
| Sandia Investment Management LP |
3 |
| CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class |
3 |
| Zullo Investment Group, Inc. |
3 |
| Ulland Investment Advisors, LLC |
3 |
| WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
3 |
| Mystic Asset Management, Inc. |
3 |
| Options Solutions, Llc |
3 |
| UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
3 |
| MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF |
3 |
| OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
3 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
| Ascent Group, LLC |
3 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
3 |
| AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF |
3 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class |
3 |
| Cyrus J. Lawrence, LLC |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Retireful, LLC |
3 |
| Mechanics Financial Corp |
3 |
| Angeles Wealth Management, Llc |
3 |
| Continental Investors Services, Inc. |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
| VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| Scarborough Advisors, LLC |
3 |
| Kim, Llc |
3 |
| KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares |
3 |
| OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares |
3 |
| OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
3 |
| Coston, McIsaac & Partners |
3 |
| ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
3 |
| WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares |
3 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
| SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF |
3 |
| JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
3 |
| CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
3 |
| FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A |
3 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
3 |
| Creative Capital Management Investments LLC |
3 |
| Gallacher Capital Management LLC |
3 |
| Catalyst Financial Partners Llc |
3 |
| FourThought Financial Partners, LLC |
3 |
| Team Hewins, LLC |
3 |
| Northstar Asset Management Inc |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| Grey Fox Wealth Advisors, LLC |
3 |
| Auto-Owners Insurance Co |
3 |
| Fortis Capital Advisors, LLC |
3 |
| Readystate Asset Management Lp |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| Silverlake Wealth Management Llc |
3 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
3 |
| Evexia Wealth Llc |
3 |
| SWAN Capital LLC |
3 |
| Empower Advisory Group, LLC |
3 |
| QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
3 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
3 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
3 |
| EDENTREE ASSET MANAGEMENT Ltd |
3 |
| PFW Advisors LLC |
3 |
| IBOT - VanEck ETF Trust - VanEck Robotics ETF |
3 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
3 |
| Union Savings Bank |
3 |
| TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
3 |
| Strategic Financial Concepts, LLC |
3 |
| APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C |
3 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
3 |
| RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF |
3 |
| Buck Wealth Strategies, LLC |
3 |
| KPP Advisory Services LLC |
3 |
| Revisor Wealth Management LLC |
3 |
| Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
3 |
| Trueblood Wealth Management, LLC |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
3 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
3 |
| Bear Mountain Capital, Inc. |
3 |
| Signature Resources Capital Management, LLC |
3 |
| Kiely Wealth Advisory Group, Inc. |
3 |
| Winthrop Capital Management, LLC |
3 |
| Focus Financial Network Inc /adv |
3 |
| Signal Advisors Wealth, LLC |
3 |
| Delta Global Management LP |
3 |
| Systematic Portfolios LLC |
3 |
| First Financial Bankshares Inc |
3 |
| Foster Dykema Cabot & Partners, Llc |
3 |
| Lummis Asset Management, LP |
3 |
| FJ Investments, LLC |
3 |
| Clarity Asset Management, Inc. |
3 |
| Long Island Wealth Management, Inc. |
3 |
| Secured Retirement Advisors, Llc |
3 |
| ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares |
3 |
| MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
3 |
| Accent Capital Management, LLC |
3 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
3 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| De Lisle Partners LLP |
3 |
| Clear Point Advisors Inc. |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| Pathway Financial Advisers, LLC |
3 |
| TruNorth Capital Management, LLC |
3 |
| GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class |
3 |
| FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
3 |
| Heritage Family Offices, LLP |
3 |
| Wealthgarden F.s. Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
3 |
| Aviso Financial Inc. |
3 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
3 |
| NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
| BOTT - Themes ETF Trust - Themes Robotics & Automation ETF |
3 |
| JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
3 |
| Cannon Financial Strategists, Inc. |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Legacy Investment Solutions, LLC |
3 |
| BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| Legacy Wealth Management, LLC / MS |
3 |
| Decker Retirement Planning Inc. |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
3 |
| Longboard Asset Management, LP |
3 |
| YANKCOM Partnership |
3 |
| Fedenia Advisers LLC |
3 |
| Centricity Wealth Management, LLC |
3 |
| IMG Wealth Management, Inc. |
3 |
| Curio Wealth, Llc |
3 |
| Crowley Wealth Management, Inc. |
3 |
| Bernard Wealth Management Corp. |
3 |
| Redwood Park Advisors LLC |
3 |
| Petros Family Wealth, LLC |
3 |
| Eisler Capital Management Ltd. |
3 |
| Tema Etfs Llc |
3 |
| Cypress Advisory Group LLC |
3 |
| Novem Group |
3 |
| Parr Mcknight Wealth Management Group, Llc |
3 |
| Putney Financial Group LLC |
3 |
| VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares |
3 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
3 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
3 |
| New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
3 |
| New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
3 |
| Copia Wealth Management |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF |
3 |
| Huntleigh Advisors, Inc. |
3 |
| North Capital, Inc. |
3 |
| FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
| Maseco Llp |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
| Abn Amro Investment Solutions |
3 |
| Volterra Technologies LP |
3 |
| Rexford Capital Inc |
3 |
| Marex Group plc |
3 |
| MASTERINVEST Kapitalanlage GmbH |
3 |
| Seneca Financial Advisors LLC |
3 |
| KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF |
3 |
