| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
39 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
38 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
35 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
32 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
32 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
31 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
30 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
28 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
28 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
28 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
27 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
26 |
| OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
26 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
26 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
26 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
26 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
26 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
25 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
25 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
24 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
22 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
21 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
21 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
21 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
21 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
20 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
19 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
19 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
19 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
18 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
18 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
18 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
17 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
17 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
17 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
17 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
16 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
16 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
16 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
16 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
15 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
15 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
15 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
15 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
15 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
15 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
14 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
14 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
14 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
14 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
14 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
14 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
14 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
13 |
| Vanguard Group Inc |
13 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
13 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
13 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
13 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
13 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
13 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
13 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
13 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
13 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
13 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
13 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
13 |
| Six Circles Trust - Six Circles Global Bond Fund |
13 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
13 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
12 |
| Bank Of America Corp /de/ |
12 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
12 |
| UBS Group AG |
12 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
12 |
| Blackrock Credit Allocation Income Trust |
12 |
| Proequities, Inc. |
12 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
12 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
12 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
12 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
12 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
12 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
12 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
12 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
12 |
| Morgan Stanley |
12 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
11 |
| State Street Corp |
11 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
11 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| Royal Bank Of Canada |
11 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
11 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
11 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
11 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
11 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
11 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
11 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
11 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
11 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
11 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
| Hrt Financial Lp |
10 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
10 |
| Citadel Advisors Llc |
10 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
10 |
| Susquehanna International Group, Llp |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
10 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
10 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
10 |
| IFP Advisors, Inc |
10 |
| Tower Research Capital LLC (TRC) |
10 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
10 |
| Millennium Management Llc |
10 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
10 |
| Wells Fargo & Company/mn |
10 |
| BlackRock, Inc. |
10 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
10 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
10 |
| Barclays Plc |
10 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
10 |
| Eaton Vance Ltd Duration Income Fund |
10 |
| Citigroup Inc |
10 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
10 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
10 |
| Jane Street Group, Llc |
10 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
10 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
10 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
10 |
| Fmr Llc |
10 |
| Ameriprise Financial Inc |
10 |
| Dimensional Fund Advisors Lp |
10 |
| Goldman Sachs Group Inc |
10 |
| Pacer Advisors, Inc. |
9 |
| Advisor Group Holdings, Inc. |
9 |
| Blackrock Corporate High Yield Fund, Inc. |
9 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
9 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
9 |
| Jpmorgan Chase & Co |
9 |
| Calamos Global Dynamic Income Fund |
9 |
| Deutsche Bank Ag\ |
9 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
9 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
9 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
9 |
| Blackrock Core Bond Trust |
9 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
9 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
9 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
9 |
| Charles Schwab Investment Management Inc |
9 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
9 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
9 |
| Calamos Global Total Return Fund |
9 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
9 |
| Pnc Financial Services Group, Inc. |
9 |
| Northern Trust Corp |
9 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
9 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
9 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
9 |
| Renaissance Technologies Llc |
9 |
| Bnp Paribas Arbitrage, Sa |
9 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
9 |
| Geode Capital Management, Llc |
9 |
| Bank of New York Mellon Corp |
9 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
9 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
9 |
| LPL Financial LLC |
9 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
8 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
8 |
| Credit Suisse Ag/ |
8 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
8 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
8 |
| Alliancebernstein Global High Income Fund Inc |
8 |
| Wolverine Asset Management Llc |
8 |
| MASTER BOND LLC - Master Total Return Portfolio |
8 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
8 |
| Advisory Services Network, LLC |
8 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
8 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
8 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
8 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
8 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
8 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
8 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
8 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
8 |
| Walleye Capital LLC |
8 |
| Geneos Wealth Management Inc. |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
8 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
8 |
| Virtu Financial LLC |
8 |
| KBC Group NV |
8 |
| Wellington Management Group Llp |
8 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
8 |
| Us Bancorp \de\ |
8 |
| Cwm, Llc |
8 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
8 |
| Two Sigma Investments, Lp |
8 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
8 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
8 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
8 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
8 |
| Sei Investments Co |
8 |
| Blackrock Multi-sector Income Trust |
8 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
8 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
8 |
| Acadian Asset Management Llc |
8 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
8 |
| California State Teachers Retirement System |
8 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
8 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
8 |
| Price T Rowe Associates Inc /md/ |
8 |
| Rhumbline Advisers |
8 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
8 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
8 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
8 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
8 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
8 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
8 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
8 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
8 |
| Invesco Ltd. |
8 |
| American International Group, Inc. |
8 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
8 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
8 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
8 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
8 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
8 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
8 |
| Bank Of Montreal /can/ |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
8 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
8 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
8 |
| Prelude Capital Management, Llc |
8 |
| Walleye Trading LLC |
8 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
8 |
| Boothbay Fund Management, Llc |
8 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
8 |
| Ancora Advisors, LLC |
8 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
8 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
8 |
| Blackrock Ltd Duration Income Trust |
8 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
8 |
| Gabelli Funds Llc |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
8 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
7 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
| Allworth Financial LP |
7 |
| American Century Companies Inc |
7 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
7 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
7 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
7 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
7 |
| Franklin Resources Inc |
7 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
7 |
| Gamco Investors, Inc. Et Al |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
7 |
| Macquarie Group Ltd |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| Aqr Capital Management Llc |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
7 |
| Calamos Convertible & High Income Fund |
7 |
| New York State Common Retirement Fund |
7 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
7 |
| Strs Ohio |
7 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
7 |
| Farther Finance Advisors, LLC |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
7 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
7 |
| Nuveen Asset Management, LLC |
7 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
7 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
7 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
7 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
7 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
7 |
| Nisa Investment Advisors, Llc |
7 |
| Rothschild Investment Llc |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
| Panagora Asset Management Inc |
7 |
| Northwestern Mutual Wealth Management Co |
7 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
7 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
7 |
| Ubs Asset Management Americas Inc |
7 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
7 |
| BlackRock Fund Advisors |
7 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
7 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
7 |
| Transamerica Financial Advisors, Inc. |
7 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
7 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
7 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
7 |
| Calamos Convertible Opportunities & Income Fund |
7 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
7 |
| Polar Asset Management Partners Inc. |
7 |
| Thompson Davis & Co., Inc. |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
7 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
7 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
7 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
| Corebridge Financial, Inc. |
7 |
| Tortoise Investment Management, LLC |
7 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
7 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
7 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
7 |
| Russell Investments Group, Ltd. |
7 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
7 |
| Captrust Financial Advisors |
7 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
7 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
7 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
7 |
| Steward Partners Investment Advisory, Llc |
7 |
| Fifth Third Bancorp |
7 |
| Thrivent Financial For Lutherans |
7 |
| Squarepoint Ops LLC |
7 |
| Centiva Capital, LP |
7 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
7 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
7 |
| GWM Advisors LLC |
7 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
7 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
7 |
| Neuberger Berman High Yield Strategies Fund Inc. |
7 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
7 |
| Sowell Financial Services LLC |
7 |
| SRS Capital Advisors, Inc. |
7 |
| Mml Investors Services, Llc |
7 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
7 |
| OMERS ADMINISTRATION Corp |
7 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
7 |
| Cornerstone Planning Group LLC |
7 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
7 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
| Legal & General Group Plc |
7 |
| ORG Partners LLC |
7 |
| BlackRock Investment Management, LLC |
7 |
| GAMMA Investing LLC |
7 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
7 |
| Sterling Capital Management LLC |
7 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
7 |
| Private Capital Group, LLC |
7 |
| Jones Financial Companies Lllp |
7 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
7 |
| BNP Paribas Asset Management Holding S.A. |
7 |
| Truist Financial Corp |
7 |
| Amalgamated Bank |
7 |
| Capstone Investment Advisors, Llc |
7 |
| Gsa Capital Partners Llp |
7 |
| Neuberger Berman Group LLC |
7 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
7 |
| Man Group plc |
7 |
| Marshall Wace, Llp |
7 |
| State Of Wisconsin Investment Board |
7 |
| Jupiter Asset Management Ltd |
7 |
| CoreCap Advisors, LLC |
7 |
| Amundi |
7 |
| Ameritas Investment Partners, Inc. |
7 |
| EverSource Wealth Advisors, LLC |
7 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
7 |
| Police & Firemen's Retirement System of New Jersey |
7 |
| Capital Performance Advisors Llp |
7 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
7 |
| Two Sigma Advisers, Lp |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
7 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
7 |
| Nuveen, LLC |
7 |
| Landscape Capital Management, L.l.c. |
7 |
| California Public Employees Retirement System |
7 |
| Nomura Asset Management Co Ltd |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
7 |
| Principal Securities, Inc. |
7 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
7 |
| Calamos Dynamic Convertible & Income Fund |
7 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
7 |
| Victory Capital Management Inc |
7 |
| Raymond James Financial Inc |
7 |
| Allianz Asset Management GmbH |
7 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
7 |
| Comerica Bank |
7 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
7 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
7 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
| First Trust Advisors Lp |
7 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
| Creative Planning |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| FinTrust Capital Advisors, LLC |
7 |
| TD Waterhouse Canada Inc. |
7 |
| John Hancock Hedged Equity & Income Fund |
7 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
7 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
7 |
| Mariner, LLC |
7 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
| Jefferies Financial Group Inc. |
7 |
| ExodusPoint Capital Management, LP |
7 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
7 |
| Erste Asset Management GmbH |
7 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
7 |
| Healthcare Of Ontario Pension Plan Trust Fund |
7 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
7 |
| BlackRock Credit Strategies Fund |
7 |
| Stifel Financial Corp |
7 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
7 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
7 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
7 |
| BlackRock Institutional Trust Company, N.A. |
7 |
| SG Americas Securities, LLC |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
7 |
| Toronto Dominion Bank |
7 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
7 |
| Ronald Blue Trust, Inc. |
6 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
6 |
| Hantz Financial Services, Inc. |
6 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
6 |
| Nomura Holdings Inc |
6 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
| Glenmede Trust Co Na |
6 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
6 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
| Signaturefd, Llc |
6 |
| Howe & Rusling Inc |
6 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
6 |
| Creative Financial Designs Inc /adv |
6 |
| Jacobs Levy Equity Management, Inc |
6 |
| Brown Brothers Harriman & Co |
6 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
6 |
| Stephens Inc /ar/ |
6 |
| FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
6 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
6 |
| Martingale Asset Management L P |
6 |
| Hudson Bay Capital Management LP |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
6 |
| Utah Retirement Systems |
6 |
| Teacher Retirement System Of Texas |
6 |
| Teachers Advisors, Llc |
6 |
| Tiaa Cref Investment Management Llc |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
| Natixis Advisors, L.p. |
6 |
| Colony Group, LLC |
6 |
| Versant Capital Management, Inc |
6 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
| Central Pacific Bank - Trust Division |
6 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
6 |
| Oppenheimer Asset Management Inc. |
6 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
6 |
| Quent Capital, LLC |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
6 |
| Ground Swell Capital, LLC |
6 |
| Dunhill Financial, LLC |
6 |
| Whittier Trust Co |
6 |
| Rockefeller Capital Management L.P. |
6 |
| Delaware Enhanced Global Dividend & Income Fund |
6 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
6 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
6 |
| VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
6 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
6 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
6 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
6 |
| National Bank Of Canada /fi/ |
6 |
| Whittier Trust Co Of Nevada Inc |
6 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
| CIBC Private Wealth Group, LLC |
6 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
6 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
6 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
6 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
6 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
| Janney Montgomery Scott LLC |
6 |
| Qube Research & Technologies Ltd |
6 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
6 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
6 |
| Covestor Ltd |
6 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
6 |
| First Horizon Advisors, Inc. |
6 |
| State of Wyoming |
6 |
| Nordea Investment Management Ab |
6 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
6 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
6 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
6 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
6 |
| GeoWealth Management, LLC |
6 |
| DekaBank Deutsche Girozentrale |
6 |
| Tcw Strategic Income Fund Inc |
6 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
6 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
| MCF Advisors LLC |
6 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
| Nebula Research & Development LLC |
6 |
| Point72 Asset Management, L.P. |
6 |
| Yousif Capital Management, Llc |
6 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
6 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
6 |
| Brown Advisory Inc |
6 |
| Oak Thistle LLC |
6 |
| Ubs Ag |
6 |
| Bare Financial Services, Inc |
6 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
6 |
| Los Angeles Capital Management Llc |
6 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
6 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
6 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
| Allspring Global Investments Holdings, LLC |
6 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
6 |
| Two Sigma Securities, Llc |
6 |
| Bell Investment Advisors, Inc |
6 |
| Global Retirement Partners, LLC |
6 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
6 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
| Louisiana State Employees Retirement System |
6 |
| Bessemer Group Inc |
6 |
| Quantbot Technologies LP |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
6 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
6 |
| Campbell Multi-strategy Trust |
6 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
| NewSquare Capital LLC |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
6 |
| Ladenburg Thalmann Financial Services Inc |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
| PEAK6 Investments LLC |
6 |
| Klp Kapitalforvaltning As |
6 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
6 |
| Highbridge Capital Management Llc |
6 |
| Huntington National Bank |
6 |
| Boussard & Gavaudan Investment Management LLP |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| Money Concepts Capital Corp |
6 |
| Calamos Strategic Total Return Fund |
6 |
| MAI Capital Management |
6 |
| Winton Capital Group Ltd |
6 |
| XTX Topco Ltd |
6 |
| Optiver Holding B.V. |
6 |
| Harbour Investments, Inc. |
6 |
| Texas Permanent School Fund |
6 |
| Spire Wealth Management |
6 |
| Federated Hermes, Inc. |
6 |
| Balyasny Asset Management Llc |
6 |
| State of Alaska, Department of Revenue |
6 |
| Humankind Benefit Corp - Humankind US Stock ETF |
6 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
6 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
6 |
| D. E. Shaw & Co., Inc. |
6 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
6 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
| Twin Peaks Wealth Advisors, LLC |
6 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
6 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
6 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
6 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
6 |
| 1832 Asset Management L.P. |
6 |
| Ashton Thomas Private Wealth, LLC |
6 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
6 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
6 |
| Occudo Quantitative Strategies Lp |
6 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
6 |
| Capital Fund Management S.a. |
6 |
| State of Tennessee, Treasury Department |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
| Cromwell Holdings LLC |
6 |
| Smithfield Trust Co |
6 |
| Concord Wealth Partners |
6 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
6 |
| Bridgefront Capital, LLC |
6 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
6 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
6 |
| Opal Wealth Advisors, LLC |
6 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
| Coldstream Capital Management Inc |
6 |
| Y-Intercept (Hong Kong) Ltd |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
6 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
| Keybank National Association/oh |
6 |
| Maryland State Retirement & Pension System |
6 |
| Css Llc/il |
6 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
| Exchange Traded Concepts, Llc |
6 |
| Paloma Partners Management Co |
6 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| Cambridge Investment Research Advisors, Inc. |
6 |
| Loomis Sayles & Co L P |
6 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
| Massmutual Trust Co Fsb/adv |
6 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
6 |
| Nationwide Fund Advisors |
6 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
6 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
| Putnam Investments Llc |
6 |
| Tudor Investment Corp Et Al |
6 |
| Bartlett & Co. LLC |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
6 |
| Leonteq Securities AG |
6 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
6 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
6 |
| FIL Ltd |
6 |
| Oppenheimer & Co Inc |
6 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
| Quest Partners LLC |
6 |
| Hm Payson & Co |
6 |
| Jump Financial, LLC |
6 |
| Group One Trading, L.p. |
6 |
| Arizona State Retirement System |
6 |
| Kestra Advisory Services, LLC |
6 |
| Glassman Wealth Services |
6 |
| Bayesian Capital Management, LP |
6 |
| Hexagon Capital Partners LLC |
6 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
6 |
| Danske Bank A/s |
6 |
| Mutual Of America Capital Management Llc |
6 |
| Alliancebernstein L.p. |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| Prospera Financial Services Inc |
6 |
| Natixis |
6 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
6 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
6 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
6 |
| Oppenheimer Funds Inc |
6 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
| Vanguard Whitehall Funds |
6 |
| Public Sector Pension Investment Board |
6 |
| FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
6 |
| Skopos Labs, Inc. |
6 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
| State Board Of Administration Of Florida Retirement System |
6 |
| Parkside Financial Bank & Trust |
6 |
| Janus Henderson Group Plc |
6 |
| QGMIX - AQR Funds - AQR Global Macro Fund Class I |
6 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
6 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
6 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
| Quadrant Capital Group Llc |
6 |
| Smartleaf Asset Management LLC |
6 |
| International Assets Investment Management, Llc |
6 |
| Financial Management Professionals, Inc. |
6 |
| Family Firm, Inc. |
6 |
| Lindbrook Capital, Llc |
6 |
| Prudential Financial Inc |
6 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
6 |
| Gotham Asset Management, LLC |
6 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
6 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
6 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
| Fortitude Family Office, LLC |
6 |
| Hsbc Holdings Plc |
6 |
| Voya Investment Management Llc |
6 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
6 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
6 |
| Lord, Abbett & Co. Llc |
6 |
| LMR Partners LLP |
6 |
| Swiss National Bank |
6 |
| Bruce G. Allen Investments, LLC |
6 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
6 |
| Axa S.a. |
6 |
| BlackRock Group LTD |
6 |
| Bank Of Nova Scotia |
6 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
6 |
| Allianzgi Diversified Income & Convertible Fund |
6 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
6 |
| Quadrature Capital Ltd |
6 |
| Shell Asset Management Co |
6 |
| Td Private Client Wealth Llc |
6 |
| Wolverine Trading, Llc |
6 |
| Great Lakes Advisors, Llc |
6 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| Massachusetts Financial Services Co /ma/ |
6 |
| Clear Street Markets Llc |
6 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
6 |
| Public Employees Retirement Association Of Colorado |
6 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
6 |
| BRYN MAWR TRUST Co |
6 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
| Financial Architects, Inc |
6 |
| Guggenheim Capital Llc |
6 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
| Lazard Asset Management Llc |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
6 |
| Oregon Public Employees Retirement Fund |
6 |
| Blair William & Co/il |
6 |
| Country Trust Bank |
6 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
6 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
| Asset Dedication, LLC |
6 |
| Pictet Asset Management Holding SA |
6 |
| JustInvest LLC |
6 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| Cresset Asset Management, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
6 |
| Farmers & Merchants Investments Inc |
6 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
6 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
6 |
| FDx Advisors, Inc. |
6 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
6 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
6 |
| BI Asset Management Fondsmaeglerselskab A/S |
6 |
| Sumitomo Mitsui Trust Holdings, Inc. |
6 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
6 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
6 |
| Magnetar Financial LLC |
6 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
6 |
| Verition Fund Management LLC |
6 |
| Voloridge Investment Management, Llc |
6 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
6 |
| Cutler Group LP |
6 |
| Fisher Asset Management, LLC |
6 |
| Raymond James & Associates |
6 |
| Ensign Peak Advisors, Inc |
6 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
6 |
| Twinbeech Capital Lp |
6 |
| JNBA Financial Advisors |
6 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
6 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
6 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
6 |
| Asset Management One Co., Ltd. |
6 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
6 |
| CENTRAL TRUST Co |
6 |
| Princeton Global Asset Management LLC |
6 |
| Arrowstreet Capital, Limited Partnership |
6 |
| Calamos Advisors LLC |
6 |
| Treasurer of the State of North Carolina |
6 |
| Private Trust Co Na |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| Versor Investments LP |
6 |
| Vanguard Index Funds |
6 |
| ProShare Advisors LLC |
6 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
| Advisor Group, Inc. |
6 |
| Valeo Financial Advisors, LLC |
6 |
| Pathstone Holdings, LLC |
6 |
| Sunbelt Securities, Inc. |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| Venturi Wealth Management, LLC |
6 |
| Alberta Investment Management Corp |
6 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
6 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
6 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
6 |
| Vanguard World Fund |
6 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
| Resources Investment Advisors, LLC. |
6 |
| Cetera Advisor Networks LLC |
6 |
| Column Capital Advisors, LLC |
6 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
| Atlantic Trust, LLC |
6 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
6 |
| Harvest Fund Management Co., Ltd |
6 |
| Baird Financial Group, Inc. |
6 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
6 |
| Franklin Universal Trust |
6 |
| PDT Partners, LLC |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
6 |
| Vestcor Inc |
6 |
| Trexquant Investment LP |
6 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
6 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| Capital Advisors, Ltd. LLC |
6 |
| Hartford Mutual Funds Inc/ct |
6 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
6 |
| Assetmark, Inc |
6 |
| Commonwealth Equity Services, Llc |
6 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
6 |
| Larson Financial Group LLC |
6 |
| Simplex Trading, Llc |
6 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
6 |
| Diversified Trust Co |
6 |
| Umb Bank N A/mo |
6 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
6 |
| Parallel Advisors, LLC |
6 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
6 |
| Caption Management, LLC |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
| Norges Bank |
6 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| True Wealth Design, LLC |
6 |
| CI Private Wealth, LLC |
6 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| BlackRock Advisors LLC |
6 |
| Parametric Portfolio Associates Llc |
6 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
6 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| D.a. Davidson & Co. |
6 |
| HighTower Advisors, LLC |
6 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
6 |
| Canada Pension Plan Investment Board |
6 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
6 |
| Principal Financial Group Inc |
6 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
6 |
| MetLife Investment Management, LLC |
6 |
| Quarry LP |
6 |
| Public Employees Retirement System Of Ohio |
6 |
| Axq Capital, Lp |
6 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
6 |
| Credit Agricole S A |
6 |
| New York State Teachers Retirement System |
6 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
6 |
| WPG Advisers, LLC |
6 |
| Bokf, Na |
6 |
| Illinois Municipal Retirement Fund |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| Seven Eight Capital, Lp |
6 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
| Engineers Gate Manager LP |
6 |
| Colonial Trust Co / SC |
6 |
| Cetera Investment Advisers |
6 |
| Boston Income Portfolio - Boston Income Portfolio |
6 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
| Mackay Shields Llc |
6 |
| Hancock Whitney Corp |
6 |
| AdvisorNet Financial, Inc |
6 |
| Russell Frank Co/ |
6 |
| Sanctuary Advisors, LLC |
6 |
| Aigen Investment Management, Lp |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| Global Financial Private Client, LLC |
6 |
| Plante Moran Financial Advisors, LLC |
6 |
| IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
6 |
| Federation des caisses Desjardins du Quebec |
6 |
| Mackenzie Financial Corp |
6 |
| Envestnet Asset Management Inc |
6 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| Cubist Systematic Strategies, LLC |
6 |
| Intech Investment Management Llc |
6 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| Petrus Trust Company, LTA |
5 |
| Twin Tree Management, LP |
5 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| Gts Securities Llc |
5 |
| Hbk Investments L P |
5 |
| Edgestream Partners, L.P. |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
5 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
| Fred Alger Management, Llc |
5 |
| CSat Investment Advisory, L.P. |
5 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
| Sciencast Management LP |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| Aberdeen Global Income Fund Inc |
5 |
| Point72 Asia (Singapore) Pte. Ltd. |
5 |
| Point72 Hong Kong Ltd |
5 |
| Mosaic Family Wealth, LLC |
5 |
| Itau Unibanco Holding S.A. |
5 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
| Virtus Investment Advisers, Inc. |
5 |
| Commerce Bank |
5 |
| People's United Financial, Inc. |
5 |
| Cornerstone Capital Management Holdings Llc. |
5 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
5 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
| First Personal Financial Services |
5 |
| Prudential Short Duration High Yield Fund, Inc. |
5 |
| M&t Bank Corp |
5 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
5 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| Root Financial Partners, LLC |
5 |
| Handelsbanken Fonder AB |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
| Tucker Asset Management Llc |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
5 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
5 |
| Griffin Institutional Access Credit Fund |
5 |
| Emerald Acquisition Ltd. |
5 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
5 |
| Gabelli Convertible & Income Securities Fund Inc |
5 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
5 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
5 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
5 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Ajo, Lp |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
5 |
| Mascoma Wealth Management LLC |
5 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| Hartland & Co., LLC |
5 |
| Belpointe Asset Management LLC |
5 |
| Standard Life Aberdeen plc |
5 |
| Teza Capital Management LLC |
5 |
| Bogart Wealth, LLC |
5 |
| Lido Advisors, LLC |
5 |
| Empowered Funds, LLC |
5 |
| Cerity Partners LLC |
5 |
| American Portfolios Advisors |
5 |
| Marshall Wace North America L.P. |
5 |
| Assenagon Asset Management S.A. |
5 |
| Lee Financial Co |
5 |
| Summit Global Investments |
5 |
| Level Four Advisory Services, Llc |
5 |
| BlackRock Japan Co. Ltd |
5 |
| Amundi Pioneer Asset Management Inc |
5 |
| West Tower Group, LLC |
5 |
| Headlands Technologies LLC |
5 |
| Aviva Plc |
5 |
| Inceptionr Llc |
5 |
| Moran Wealth Management, LLC |
5 |
| Qsemble Capital Management, LP |
5 |
| Stephens Consulting, LLC |
5 |
| Assured Investment Management LLC |
5 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
5 |
| Bridgewater Associates, LP |
5 |
| Brinker Capital Investments, LLC |
5 |
| Employees Retirement System of Texas |
5 |
| First Republic Investment Management, Inc. |
5 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
| XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
5 |
| United Capital Financial Advisers, Llc |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| Banque Transatlantique SA |
5 |
| Bayforest Capital Ltd |
5 |
| MUFG Americas Holdings Corp |
5 |
| Atria Wealth Solutions, Inc. |
5 |
| Adage Capital Partners Gp, L.l.c. |
5 |
| Amalgamated Financial Corp. |
5 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
| Cibc World Markets Corp |
5 |
| Advisors Asset Management, Inc. |
5 |
| Cambridge Trust Co |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| Schroder Investment Management Group |
5 |
| Ubs Oconnor Llc |
5 |
| Rise Advisors, LLC |
5 |
| Byrne Asset Management LLC |
5 |
| Forum Financial Management, LP |
5 |
| Aquatic Capital Management LLC |
5 |
| Corton Capital Inc. |
5 |
| Snowden Capital Advisors LLC |
5 |
| Peak6 Llc |
5 |
| Farringdon Capital, Ltd. |
5 |
| SJS Investment Consulting Inc. |
5 |
| Ameritas Advisory Services, LLC |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| Steward Financial Group LLC |
5 |
| Schubert & Co |
5 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
5 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
5 |
| Jennison Associates Llc |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| FourThought Financial, LLC |
5 |
| Adirondack Trust Co |
5 |
| Park Avenue Securities Llc |
5 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
5 |
| Dark Forest Capital Management Lp |
5 |
| Eagle Bay Advisors LLC |
5 |
| VCBDX - VALIC Co I - Core Bond Fund |
5 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
5 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
5 |
| Continuum Advisory, LLC |
5 |
| Jain Global LLC |
5 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
5 |
| Quantitative Investment Management, LLC |
5 |
| Johnson Financial Group, Inc. |
5 |
| Parkworth Wealth Management, Inc. |
5 |
| Retirement Group, LLC |
5 |
| Standard Family Office LLC |
5 |
| Interchange Capital Partners, LLC |
5 |
| Rialto Wealth Management, LLC |
5 |
| Vontobel Holding Ltd. |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| Motco |
5 |
| High Note Wealth, LLC |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Hemington Wealth Management |
5 |
| MetLife Securities, Inc |
5 |
| Daiwa Securities Group Inc. |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
| Ergoteles LLC |
5 |
| TFC Financial Management |
5 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
5 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
| Oxford Asset Management Llp |
5 |
| Sandy Spring Bank |
5 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
5 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
5 |
| Jfs Wealth Advisors, Llc |
5 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
| SBI Securities Co., Ltd. |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
5 |
| Rehmann Capital Advisory Group |
5 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
5 |
| Gradient Investments LLC |
5 |
| Disciplined Investments, LLC |
5 |
| Algert Global Llc |
5 |
| Driehaus Capital Management Llc |
5 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
5 |
| Bank Julius Baer & Co. Ltd, Zurich |
5 |
| Symphony Financial, Ltd. Co. |
5 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
5 |
| Jefferies Group LLC |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
| Procyon Private Wealth Partners, LLC |
5 |
| CVA Family Office, LLC |
5 |
| Meridian Wealth Partners, LLC |
5 |
| New York Life Investment Management Llc |
5 |
| Caxton Associates Lp |
5 |
| Arkadios Wealth Advisors |
5 |
| Carolinas Wealth Consulting Llc |
5 |
| Ethic Inc. |
5 |
| Pictet Asset Management Ltd |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| FORA Capital, LLC |
5 |
| Key FInancial Inc |
5 |
| Banque Cantonale Vaudoise |
5 |
| Ieq Capital, Llc |
5 |
| Laurion Capital Management LP |
5 |
| Shelton Capital Management |
5 |
| Great West Life Assurance Co /can/ |
5 |
| Cookson Peirce & Co Inc |
5 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| GV Financial Advisors |
5 |
| Cipher Capital LP |
5 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
| Horizon Investments, LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
| CIBC Asset Management Inc |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
5 |
| Wedge Capital Management L L P/nc |
5 |
| Evercore Wealth Management, LLC |
5 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
5 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
5 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
| Everence Capital Management Inc |
5 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
5 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
5 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
5 |
| Airain ltd |
5 |
| Colonial Trust Advisors |
5 |
| Alpine Global Management, LLC |
5 |
| UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
5 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
5 |
| VCGAX - VALIC Co I - Growth & Income Fund |
5 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
| Regentatlantic Capital Llc |
5 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
5 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
5 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
5 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
5 |
| Tfo-tdc, Llc |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| North Star Investment Management Corp. |
5 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
| YHB Investment Advisors, Inc. |
5 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
| Earnest Partners Llc |
5 |
| Ashton Thomas Securities, Llc |
5 |
| Abound Wealth Management |
5 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
5 |
| Aperio Group, LLC |
5 |
| GHP Investment Advisors, Inc. |
5 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
5 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
5 |
| Piedmont Investment Advisors Llc |
5 |
| Ing Groep Nv |
5 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
5 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
5 |
| CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
5 |
| PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF |
5 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
| PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Enterprise Financial Services Corp |
5 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
5 |
| King Luther Capital Management Corp |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| Maverick Capital Ltd |
5 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
| Point72 (DIFC) Ltd |
5 |
| CIBC World Markets Inc. |
5 |
| LRI Investments, LLC |
5 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
5 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
5 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
| Ci Investments Inc. |
5 |
| GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
5 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
| JHMS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Staples ETF |
5 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
5 |
| Ellington Management Group Llc |
5 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
5 |
| Bridgeway Capital Management Inc |
5 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
5 |
| Alyeska Investment Group, L.P. |
5 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
| Kapitalo Investimentos Ltda |
5 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
| Pathstone Family Office, Llc |
5 |
| PineBridge Investments, L.P. |
5 |
| A.R.T. Advisors, LLC |
5 |
| Graham Capital Management, L.P. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
5 |
| Scopus Asset Management, L.p. |
5 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
5 |
| Creekmur Asset Management LLC |
5 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
5 |
| Lsv Asset Management |
5 |
| Savant Capital, LLC |
5 |
| Mather Group, Llc. |
5 |
| MUFG Securities EMEA plc |
5 |
| NEXT Financial Group, Inc |
5 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
5 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
5 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
5 |
| Hussman Strategic Advisors, Inc. |
5 |
| First Mercantile Trust Co |
5 |
| Profunds - Profund Vp Consumer Goods |
5 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
5 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Trust Co Of Vermont |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| Tarbox Family Office, Inc. |
5 |
| Cullen/frost Bankers, Inc. |
5 |
| Retirement Systems of Alabama |
5 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
5 |
| Pictet Asset Management Sa |
5 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
| Waddell & Reed Financial Inc |
5 |
| Connor, Clark & Lunn Investment Management Ltd. |
5 |
| FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| Tompkins Financial Corp |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| GW&K Investment Management, LLC |
5 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
5 |
| EntryPoint Capital, LLC |
5 |
| Sageworth Trust Co |
5 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
5 |
| Atria Investments Llc |
5 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
5 |
| Brookstone Capital Management |
5 |
| First Manhattan Co |
5 |
| Fox Run Management, L.l.c. |
5 |
| Quantitative Systematic Strategies LLC |
5 |
| Eaton Vance Management |
5 |
| First Hawaiian Bank |
5 |
| Contravisory Investment Management, Inc. |
5 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
5 |
| Abich Financial Wealth Management LLC |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
5 |
| Sachetta, LLC |
5 |
| Baker Avenue Asset Management, LP |
5 |
| Moors & Cabot, Inc. |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
5 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
5 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
| SOUTH STATE Corp |
5 |
| Valley National Advisers Inc |
5 |
| Weiss Multi-Strategy Advisers LLC |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
5 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
| RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| Swiss Life Asset Management Ltd |
5 |
| Nbt Bank N A /ny |
5 |
| DiNuzzo Private Wealth, Inc. |
5 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
5 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
5 |
| SummitTX Capital, L.P. |
5 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
5 |
| Lecap Asset Management Ltd |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
5 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
5 |
| Van Eck Associates Corp |
5 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
5 |
| Meeder Asset Management Inc |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| Trust Co |
5 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| Xponance, Inc. |
5 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
5 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
5 |
| Usca Ria Llc |
5 |
| Td Asset Management Inc |
5 |
| Principal Funds Inc |
5 |
| Crestline Management, LP |
5 |
| Navellier & Associates Inc |
5 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
5 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
| United Services Automobile Association |
5 |
| PEAK6 Investments, L.P. |
5 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
5 |
| Advanced Series Trust - Ast High Yield Portfolio |
5 |
| HAP Trading, LLC |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| FineMark National Bank & Trust |
5 |
| Binnacle Investments Inc |
5 |
| Private Advisor Group, LLC |
5 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
5 |
| RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
5 |
| Kayne Anderson Rudnick Investment Management Llc |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| Trust Point Inc. |
5 |
| Highland Capital Management, Llc |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
5 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
| Anchor Investment Management, LLC |
5 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
| Mv Capital Management, Inc. |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| Managed Account Advisors Llc |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| Williams Jones Wealth Management, LLC. |
5 |
| QS Investors, LLC |
5 |
| Avion Wealth |
5 |
| Stonehage Fleming Financial Services Holdings Ltd |
5 |
| Benjamin Edwards Inc |
5 |
| Golden State Wealth Management, LLC |
5 |
| Prestige Wealth Management Group LLC |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| Savoir Faire Capital Management, L.P. |
5 |
| Proficio Capital Partners LLC |
5 |
| Atlantic Union Bankshares Corp |
5 |
| Grove Bank & Trust |
5 |
| Wealthspire Advisors, LLC |
5 |
| Toroso Investments, LLC |
5 |
| Atom Investors LP |
5 |
| APG Asset Management N.V. |
5 |
| Quantinno Capital Management LP |
5 |
| Neo Ivy Capital Management |
5 |
| Zions Bancorporation, N.A. |
5 |
| Duality Advisers, Lp |
5 |
| Vident Advisory, LLC |
5 |
| Blueshift Asset Management, LLC |
5 |
| BlueCrest Capital Management Ltd |
5 |
| Alphacrest Capital Management Llc |
5 |
| Pearl River Capital, LLC |
5 |
| Cary Street Partner Investment Advisory Llc |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
| Quantamental Technologies LLC |
5 |
| Ellevest, Inc. |
5 |
| NumerixS Investment Technologies Inc |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| Mirae Asset Global Investments Co., Ltd. |
5 |
| Colony Group Llc |
5 |
| Washington Trust Bank |
5 |
| CX Institutional |
5 |
| Mount Yale Investment Advisors, LLC |
5 |
| WFG Advisors, LP |
5 |
| Weiss Strategic Interval Fund |
5 |
| Sofos Investments, Inc. |
5 |
| Penserra Capital Management LLC |
5 |
| Integrated Wealth Concepts LLC |
5 |
| Brevan Howard Capital Management LP |
5 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
| Nbc Securities, Inc. |
5 |
| We Are One Seven, LLC |
5 |
| Kcg Holdings, Inc. |
5 |
| Summit Trail Advisors, Llc |
5 |
| Sound Income Strategies, LLC |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| Berman Capital Advisors, LLC |
5 |
| Cape Investment Advisory, Inc. |
5 |
| Holocene Advisors, LP |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| Redwood Investment Management, Llc |
5 |
| Crewe Advisors LLC |
5 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
| Invictus RG |
5 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
5 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
5 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| Element Capital Management Llc |
5 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| Ivy High Income Opportunities Fund |
5 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
5 |
| Cordasco Financial Network |
4 |
| VTL Associates, LLC |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| Rocky Mountain Advisers, Llc |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
| Reilly Financial Advisors, Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
4 |
| Visium Asset Management, LP |
4 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
| Kingsview Wealth Management, LLC |
4 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| Wealthspire Advisors, L.P. |
4 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
4 |
| FormulaFolio Investments, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
4 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| First Quadrant L P/ca |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| Costello Asset Management, INC |
4 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
| Stevens Capital Management Lp |
4 |
| Profund Advisors Llc |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
| Principia Wealth Advisory, LLC |
4 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
4 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
4 |
| Ransom Advisory, Ltd |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| Personal Wealth Partners |
4 |
| Caxton Associates Llp |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
4 |
| Zrc Wealth Management, Llc |
4 |
| Quaker Wealth Management, LLC |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
4 |
| Tocqueville Asset Management L.p. |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
4 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
4 |
| Oakbrook Investments Llc |
4 |
| CIBC Bancorp USA Inc. |
4 |
| American National Bank |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
4 |
| Eastern Bank |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| Sigma Planning Corp |
4 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
| DnB Asset Management AS |
4 |
| Kehrs Ridge Capital,LLC |
4 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
4 |
| Sculptor Capital LP |
4 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
4 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| Elyxium Wealth, LLC |
4 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
| Donald L. Hagan, LLC |
4 |
| Woodline Partners LP |
4 |
| Evolution Wealth Management Inc. |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Delta Asset Management Llc/tn |
4 |
| Caitlin John, LLC |
4 |
| Bluefin Trading, LLC |
4 |
| Alpha Omega Wealth Management LLC |
4 |
| Center for Financial Planning, Inc. |
4 |
| Old Second National Bank Of Aurora |
4 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
| Alpha Windward Llc |
4 |
| Optas, LLC |
4 |
| Ascend Capital, Llc |
4 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
| Suntrust Banks Inc |
4 |
| Bronson Point Management LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| Quotient Investors, LLC |
4 |
| Delta Investment Management, LLC |
4 |
| Candlestick Capital Management LP |
4 |
| Deseret Mutual Benefit Administrators |
4 |
| Boston Private Wealth Llc |
4 |
| Exane Derivatives |
4 |
| Cinctive Capital Management LP |
4 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
| Mirabella Financial Services Llp |
4 |
| Capstone Asset Management Co |
4 |
| Wealth Quarterback LLC |
4 |
| National Asset Management, Inc. |
4 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
4 |
| Cantab Capital Partners LLP |
4 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
| Webster Bank, N. A. |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| Avalon Trust Co |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| Winton Capital Management Ltd |
4 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
| Wealthfront Inc |
4 |
| Redhawk Wealth Advisors, Inc. |
4 |
| Riverhead Capital Management Llc |
4 |
| Ziegler Capital Management, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| Resources Management Corp /ct/ /adv |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| Northern Trust Co Of Connecticut |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| 683 Capital Management, LLC |
4 |
| C M Bidwell & Associates Ltd |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| Syntal Capital Partners, LLC |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
4 |
| Rosenberg Matthew Hamilton |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| Scientech Research LLC |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Rsm Us Wealth Management Llc |
4 |
| tru Independence LLC |
4 |
| Ilex Capital Partners (UK) LLP |
4 |
| Financial Network Wealth Advisors LLC |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| UniSuper Management Pty Ltd |
4 |
| Barings Llc |
4 |
| Perigon Wealth Management, LLC |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
4 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
4 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| Manning & Napier Advisors Llc |
4 |
| Stonebridge Financial Group, LLC |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
| Bank of Jackson Hole Trust |
4 |
| Halbert Hargrove Global Advisors, Llc |
4 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| Cadence Capital Management Llc |
4 |
| Qrg Capital Management, Inc. |
4 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
| Impax Asset Management Group plc |
4 |
| Wedbush Securities Inc |
4 |
| CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
4 |
| Proffitt & Goodson Inc |
4 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
4 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
4 |
| JPL Wealth Management, LLC |
4 |
| CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
4 |
| Fulton Bank, N.a. |
4 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
4 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
4 |
| Alps Advisors Inc |
4 |
| CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
4 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
| Toth Financial Advisory Corp |
4 |
| DRW Securities, LLC |
4 |
| First Citizens Bank & Trust Co |
4 |
| J. Goldman & Co LP |
4 |
| Intrua Financial, LLC |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| IBM Retirement Fund |
4 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
4 |
| Krilogy Financial LLC |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| Old National Bancorp /in/ |
4 |
| First Horizon Corp |
4 |
| Royce & Associates Lp |
4 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
| Founders Financial Alliance, LLC |
4 |
| Whipplewood Advisors, LLC |
4 |
| Regions Financial Corp |
4 |
| Voya Financial Advisors, Inc. |
4 |
| Cordant, Inc. |
4 |
| Bruderman Asset Management, LLC |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| BlackRock Capital Allocation Trust |
4 |
| Princeton Alpha Management LP |
4 |
| Private Wealth Management Group, LLC |
4 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| Busey Wealth Management |
4 |
| IndexIQ Advisors LLC |
4 |
| SPC Financial, Inc. |
4 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
4 |
| TCTC Holdings, LLC |
4 |
| Addison Advisors LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
4 |
| Aaron Wealth Advisors LLC |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| Shapiro Robert N |
4 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
| Chicago Equity Partners Llc |
4 |
| Caldwell Trust Co |
4 |
| IAG Wealth Partners, LLC |
4 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
| Cozad Asset Management Inc |
4 |
| Logan Capital Management Inc |
4 |
| Vantage Consulting Group Inc |
4 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| Alpha Paradigm Partners, LLC |
4 |
| Sittner & Nelson, Llc |
4 |
| CoreFirst Bank & Trust |
4 |
| Symons Capital Management Inc |
4 |
| ETRADE Capital Management LLC |
4 |
| Paradigm Asset Management Co Llc |
4 |
| ARGI Investment Services, LLC |
4 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
| Childress Capital Advisors, Llc |
4 |
| Coppell Advisory Solutions LLC |
4 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
| GAM Holding AG |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| GFS Advisors, LLC |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| Shay Capital LLC |
4 |
| Weiss Asset Management LP |
4 |
| Hughes Financial Services, LLC |
4 |
| Northwest Financial Advisors |
4 |
| Pflug Koory, LLC |
4 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
| CAPROCK Group, Inc. |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Pallas Capital Advisors LLC |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Bank of New Hampshire |
4 |
| Advisor Resource Council |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Activest Wealth Management |
4 |
| Tredje AP-fonden |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| USA Financial Portformulas Corp |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| Cornercap Investment Counsel Inc |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| U.S. Capital Wealth Advisors, LLC |
4 |
| Eclectica Asset Management LLP |
4 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
4 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
4 |
| Reuter James Wealth Management, Llc |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| DGS Capital Management, LLC |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| FNY Investment Advisers, LLC |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| Bowling Portfolio Management LLC |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| Twin Capital Management Inc |
4 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
4 |
| Allstate Corp |
4 |
| New America High Income Fund Inc |
4 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
4 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| Winfield Associates, Inc. |
4 |
| Armistice Capital, Llc |
4 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
4 |
| Norwood Financial Corp |
4 |
| Buckingham Strategic Partners |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| RidgeWorth Capital Management LLC |
4 |
| Everett Harris & Co /ca/ |
4 |
| Argent Trust Co |
4 |
| Morton Brown Family Wealth, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
4 |
| Washington Trust Advisors, Inc. |
4 |
| Wrapmanager Inc |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
4 |
| Bancroft Fund Ltd |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| Williams Jones & Associates LLC |
4 |
| CenterBook Partners LP |
4 |
| MQS Management LLC |
4 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
| LS Investment Advisors, LLC |
4 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
4 |
| Operose Advisors LLC |
4 |
| Peapack Gladstone Financial Corp |
4 |
| Journey Strategic Wealth Llc |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
4 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
4 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
4 |
| Securian Asset Management, Inc |
4 |
| Tcwp Llc |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| Agf Investments Inc. |
4 |
| Karp Capital Management Corp |
4 |
| Concentric Capital Strategies, LP |
4 |
| Synovus Financial Corp |
4 |
| Nemes Rush Group LLC |
4 |
| S&t Bank/pa |
4 |
| Acrospire Investment Management LLC |
4 |
| Altshuler Shaham Ltd |
4 |
| Burney Co/ |
4 |
| Advance Capital I Inc |
4 |
| Beacon Capital Management, LLC |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
| Vise Technologies, Inc. |
4 |
| Chicago Partners Investment Group LLC |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Pine River Capital Management L.P. |
4 |
| Old Mission Capital Llc |
4 |
| Heartland Advisors Inc |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Picton Mahoney Asset Management |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
4 |
| Vident Investment Advisory, LLC |
4 |
| Parvin Asset Management, LLC |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
| AMP Capital Investors Ltd |
4 |
| Guggenheim Strategic Opportunities Fund |
4 |
| Systematic Financial Management Lp |
4 |
| E. Ohman J:or Asset Management AB |
4 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
| Castleview Partners, Llc |
4 |
| Freestone Grove Partners LP |
4 |
| Coston, McIsaac & Partners |
4 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
4 |
| Mpwm Advisory Solutions, Llc |
4 |
| Menta Capital Llc |
4 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
4 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
| Symphony Asset Management Llc |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
4 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| Institutional & Family Asset Management, Llc |
4 |
| Scotia Capital Inc. |
4 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
| Atlas Capital Advisors Llc |
4 |
| National Planning Corp |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
| Varma Mutual Pension Insurance Co |
4 |
| Ledyard National Bank |
4 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
| DV Trading LLC |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
4 |
| Clarkston Capital Partners, LLC |
4 |
| RFP Financial Group LLC |
4 |
| Zions Bancorporation, National Association /ut/ |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| Syon Capital Llc |
4 |
| Delaware Investments Dividend & Income Fund, Inc |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| Integrated Wealth Management |
4 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
4 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
4 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| Ameriflex Group, Inc. |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| Cavalier Investments, LLC |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| LGT Financial Advisors LLC |
4 |
| Capula Management Ltd |
4 |
| Readystate Asset Management Lp |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| Meeder Advisory Services, Inc. |
4 |
| James Investment Research Inc |
4 |
| SageView Advisory Group, LLC |
4 |
| Point72 Middle East FZE |
4 |
| Icon Advisers Inc/co |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| Rothschild Asset Management Inc |
4 |
| Capital Guardian Trust Co |
4 |
| IHT Wealth Management, LLC |
4 |
| Moloney Securities Asset Management, LLC |
4 |
| Meadow Creek Investment Management LLC |
4 |
| Highlander Capital Management, LLC |
4 |
| Dogwood Wealth Management LLC |
4 |
| Independent Advisor Alliance |
4 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
4 |
| Cigna Investments Inc /new |
4 |
| Nations Financial Group Inc, /ia/ /adv |
4 |
| Ritholtz Wealth Management |
4 |
| Oakworth Capital, Inc. |
4 |
| Somerset Trust Co |
4 |
| Doyle Wealth Management |
4 |
| College Retirement Equities Fund |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
4 |
| HighPoint Advisor Group LLC |
4 |
| Absolute Return Capital, LLC |
4 |
| Pinnacle Bancorp, Inc. |
4 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
4 |
| SpiderRock Advisors, LLC |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| Optimum Investment Advisors |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| Bb&t Investment Services, Inc. |
4 |
| Symmetry Partners, LLC |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| Capital Bank & Trust Co |
4 |
| Financial Advisors Network, Inc. |
4 |
| Mason Street Advisors, Llc |
4 |
| JJJ Advisors Inc. |
4 |
| Capital Investment Advisory Services, LLC |
4 |
| Crossmark Global Holdings, Inc. |
4 |
| Csenge Advisory Group |
4 |
| Foster Dykema Cabot & Co Inc/ma |
4 |
| Legacy Advisors, LLC |
4 |
| Elkfork Partners LLC |
4 |
| Close Asset Management Ltd |
4 |
| Avantax Planning Partners, Inc. |
4 |
| Cerebellum GP, LLC |
4 |
| Front Row Advisors LLC |
4 |
| Fort, L.p. |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| M&g Investment Management Ltd |
4 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
4 |
| Invesco High Income Trust Ii |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
| Arlington Trust Co LLC |
4 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
| Dubuque Bank & Trust Co |
4 |
| Westpac Banking Corp |
4 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
| AGF Investments LLC |
4 |
| Clinton Group Inc |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| Keating Financial Advisory Services, Inc. |
4 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
| Simon Quick Advisors, Llc |
4 |
| Impact Partnership Wealth, LLC |
4 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
| AustralianSuper Pty Ltd |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| Cloud Capital Management, LLC |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| First Command Advisory Services, Inc. |
4 |
| StoneX Group Inc. |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| Etf Managers Group, Llc |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| EAM Investors, LLC |
4 |
| Freestone Capital Holdings, LLC |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
4 |
| New Mexico Educational Retirement Board |
4 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Kepos Capital LP |
4 |
| Jacobi Capital Management LLC |
4 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
4 |
| Tlp Group Llc |
4 |
| Citizens Financial Group Inc/ri |
4 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| Apriem Advisors |
4 |
| Blackrock Debt Strategies Fund, Inc. |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Warren Averett Asset Management, LLC |
4 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
4 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
4 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
| Affinity Investment Advisors, Llc |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| Associated Banc-corp |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| 6 Meridian |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
| Capital Analysts, Inc. |
4 |
| Gabelli Equity Trust Inc |
4 |
| Societe Generale |
4 |
| Merit Financial Group, LLC |
4 |
| Financial Perspectives, Inc |
4 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
4 |
| Man Investments Ltd |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| USS Investment Management Ltd |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| Investors Research Corp |
4 |
| SevenBridge Financial Group, LLC |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| Blackstone / Gso Long-short Credit Income Fund |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| Rafferty Asset Management, LLC |
4 |
| RHJ International SA |
4 |
| Icon Wealth Partners, LLC |
4 |
| Jane Street Holding, LLC |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Alaska Permanent Fund Corp |
4 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
| Brinker Capital Inc |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| Catalyst Capital Advisors LLC |
4 |
| UMA Financial Services, Inc. |
4 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
| Pacitti Group Inc. |
4 |
| Spark Investment Management LLC |
4 |
| Gabelli Equity Series Funds Inc |
4 |
| Bailard, Inc. |
4 |
| V-Square Quantitative Management LLC |
4 |
| Evoke Wealth, Llc |
4 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Centaurus Financial, Inc. |
4 |
| Gabelli Dividend & Income Trust |
4 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
| Jump Trading, Llc |
4 |
| Gabelli Healthcare & Wellnessrx Trust |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
4 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Gateway Investment Advisers Llc |
4 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
4 |
| Vanguard Portfolio Management Llc |
4 |
| Moore Capital Management, Lp |
4 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
4 |
| Cornerstone Advisors, Inc. |
4 |
| First Trust High Income Long/short Fund |
4 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
| Thomasville National Bank |
4 |
| M&G Plc |
4 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
4 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
4 |
| Financial Consulate, Inc |
4 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
4 |
| CenterStar Fund, LLC |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
| Regal Investment Advisors LLC |
4 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
4 |
| World Asset Management Inc |
4 |
| EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
| Eaton Vance Senior Income Trust |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| Brown, Lisle/cummings, Inc. |
4 |
| Traub Capital Management LLC |
4 |
| IMC-Chicago, LLC |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| Marex Group plc |
4 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
| Thompson Investment Management, Inc. |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| Virginia Retirement System |
4 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
4 |
| Vigilant Capital Management, LLC |
4 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
4 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
4 |
| Horizon Kinetics LLC |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
4 |
| Evelyn Partners Investment Management LLP |
4 |
| Americafirst Capital Management, Llc |
4 |
| Global X Management CO LLC |
4 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
4 |
| Eaton Vance Senior Floating Rate Trust |
4 |
| Carmichael Hill & Associates, Inc. |
4 |
| ClariVest Asset Management LLC |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
| Duncker Streett & Co Inc |
4 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
4 |
| WASHINGTON TRUST Co |
4 |
| Machina Capital S.a.s. |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| PGGM Investments |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| Cetera Advisors LLC |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
4 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Glen Eagle Advisors, LLC |
4 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| Brookfield Asset Management Inc. |
4 |
| Tri-continental Corp |
4 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
4 |
| Wexford Capital Lp |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| Harbor Investment Advisory, Llc |
4 |
| Clean Yield Group |
4 |
| Quest Capital Management Inc /adv |
4 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
4 |
| Lynx Investment Advisory |
4 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
4 |
| CenterStar Asset Management, LLC |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Aspire Private Capital, LLC |
4 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| Coatue Management Llc |
4 |
| Natixis Investment Managers International |
4 |
| Laurel Wealth Advisors, Inc. |
4 |
| Mason Street Advisors, Llc |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| AlphaCore Capital LLC |
4 |
| Hallmark Capital Management Inc |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
| American Capital Advisory, LLC |
4 |
| Shufro Rose & Co Llc |
4 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
4 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Northwest Investment Counselors, Llc |
4 |
| Wealthfront Advisers Llc |
4 |
| FNY Managed Accounts LLC |
4 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
| Fairman Group, LLC |
4 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| Brighton Jones Llc |
4 |
| Redwood Investments, LLC |
4 |
| TradeLink Global Equity LLC |
4 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
4 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Raymond James Trust N.a. |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| Hutchin Hill Capital, LP |
4 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| VisionPoint Advisory Group, LLC |
4 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
4 |
| Seacrest Wealth Management, Llc |
4 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
4 |
| Meyer Handelman Co |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
4 |
| Dreyfus High Yield Strategies Fund |
4 |
| HighVista Strategies LLC |
4 |
| Timber Hill LLC |
4 |
| Credential Qtrade Securities Inc. |
4 |
| Glg Llc |
4 |
| Rational Advisors Llc |
4 |
| Fifth Third Wealth Advisors LLC |
4 |
| Ellsworth Growth & Income Fund Ltd |
4 |
| Dupont Capital Management Corp |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| Calvert Investment Management, Inc. |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
4 |
| Mycio Wealth Partners, Llc |
4 |
| City National Bank |
4 |
| Commonwealth Bank Of Australia |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Railway Pension Investments Ltd |
4 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
| Janus Capital Management Llc |
4 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
4 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| Pineridge Advisors LLC |
4 |
| Parametrica Management Ltd |
4 |
| Alambic Investment Management, L.P. |
4 |
| ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
4 |
| Aviso Financial Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| Manchester Capital Management LLC |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
| Hennessy Advisors Inc |
4 |
| Stone Ridge Asset Management LLC |
4 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
4 |
| Eagle Asset Management Inc |
4 |
| Morningstar Investment Management LLC |
4 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
4 |
| Ossiam |
4 |
| Centennial Bank/AR/ |
4 |
| Clearbridge Investments, LLC |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| New Wave Wealth Advisors Llc |
4 |
| nVerses Capital, LLC |
4 |
| Alera Investment Advisors, LLC |
4 |
| Vantage Investment Advisors, LLC |
4 |
| LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
4 |
| Entropy Technologies, LP |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
4 |
| Royal London Asset Management Ltd |
4 |
| Ropes Wealth Advisors Llc |
4 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
| Weld Capital Management Llc |
4 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
4 |
| Convergence Investment Partners, LLC |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| Index Management Solutions, LLC |
4 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
4 |
| HHM Wealth Advisors, LLC |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| Ameritas Investment Corp |
4 |
| Advisors Preferred, LLC |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| AlphaMark Advisors, LLC |
4 |
| Numeric Investors Llc |
4 |
| Korea Investment CORP |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| Rathbone Brothers plc |
4 |
| Hudock, Inc. |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
4 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
4 |
| Kestra Investment Management, LLC |
4 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
4 |
| Gemmer Asset Management LLC |
4 |
| Foster Dykema Cabot & Partners, Llc |
4 |
| Townsquare Capital Llc |
4 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
4 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
| SAC Capital Advisors LP |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| Heritage Wealth Advisors |
4 |
| State Of Michigan Retirement System |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| VCCBX - VALIC Co II - Core Bond Fund |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| South Dakota Investment Council |
4 |
| Hanseatic Management Services Inc |
4 |
| Granite Investment Partners, LLC |
4 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
| Integrated Investment Consultants, LLC |
4 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Spot Trading L.L.C |
4 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
| DT Investment Partners, LLC |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
4 |
| Harbour Capital Advisors, LLC |
3 |
| Perkins Capital Management Inc |
3 |
| Tourbillon Capital Partners, L.P. |
3 |
| Sumitomo Life Insurance Co |
3 |
| Harvest Capital Strategies LLC |
3 |
| Carlson Capital L P |
3 |
| BKD Wealth Advisors, LLC |
3 |
| Fosun International Ltd |
3 |
| Levin Capital Strategies, L.p. |
3 |
| Jet Capital Investors L P |
3 |
| Soros Fund Management Llc |
3 |
| Osterweis Capital Management Inc |
3 |
| Advisory Research Inc |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Capital World Investors |
3 |
| Capital Research Global Investors |
3 |
| Ruane, Cunniff & Goldfarb Inc |
3 |
| Cohen & Steers, Inc. |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| Wcm Investment Management, Llc |
3 |
| Aristeia Capital Llc |
3 |
| Sun Life Financial Inc |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| PointState Capital LP |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Dialectic Capital Management, Lp |
3 |
| Boston Partners |
3 |
| Hotchkis & Wiley Capital Management Llc |
3 |
| Kennedy Capital Management, Inc. |
3 |
| Pinnacle Associates Ltd |
3 |
| Nicholas Company, Inc. |
3 |
| Champlain Investment Partners, LLC |
3 |
| Harris Associates L P |
3 |
| Hartford Investment Management Co |
3 |
| Albion Financial Group /ut |
3 |
| Janney Capital Management LLC |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| Greenwood Gearhart Inc |
3 |
| Castleark Management Llc |
3 |
| Covington Capital Management |
3 |
| Sandler Capital Management |
3 |
| Deerfield Management Company, L.p. (series C) |
3 |
| New York Life Trust Co |
3 |
| Chilton Capital Management Llc |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| Roosevelt Investment Group Llc |
3 |
| Baldwin Brothers Inc/ma |
3 |
| Kdi Capital Partners Llc |
3 |
| M&r Capital Management Inc |
3 |
| Monetary Management Group Inc |
3 |
| Northern Oak Wealth Management Inc |
3 |
| South Texas Money Management Ltd |
3 |
| Forward Management, LLC |
3 |
| Hanson & Doremus Investment Management |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| Aviance Capital Management, Llc |
3 |
| Grace Capital |
3 |
| Amerivest Investment Management LLC |
3 |
| Artisan Partners Limited Partnership |
3 |
| Morningstar Investment Services LLC |
3 |
| Girard Partners Ltd. |
3 |
| Parsons Capital Management Inc/ri |
3 |
| Opus Investment Management Inc |
3 |
| Longfellow Investment Management Co Llc |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Veritable, L.P. |
3 |
| Hodges Capital Management Inc. |
3 |
| William Blair Investment Management, Llc |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| Vanguard Horizon Funds |
3 |
| London Co Of Virginia |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| Brave Asset Management Inc |
3 |
| First Eagle Investment Management, LLC |
3 |
| Wetherby Asset Management Inc |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| First National Bank Sioux Falls |
3 |
| Tdam Usa Inc. |
3 |
| Parkwood LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Chartwell Investment Partners, Llc |
3 |
| Smith Asset Management Group Lp |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| Miracle Mile Advisors, LLC |
3 |
| Checchi Capital Advisers, LLC |
3 |
| Community Bank, N.A. |
3 |
| Sheets Smith Wealth Management |
3 |
| Pinnacle Financial Partners Inc |
3 |
| Robeco Schweiz AG |
3 |
| Wealthcare Capital Management Llc |
3 |
| Patten Group, Inc. |
3 |
| Security National Trust Co |
3 |
| Beacon Capital Management, Inc. |
3 |
| Braun Stacey Associates Inc |
3 |
| Jump Trading, LLC |
3 |
| Gerstein Fisher |
3 |
| EULAV Asset Management |
3 |
| Pax World Management Llc |
3 |
| Bogle Investment Management L P /de/ |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| Tower Bridge Advisors |
3 |
| Epoch Investment Partners, Inc. |
3 |
| Saturna Capital CORP |
3 |
| RMB Capital Management, LLC |
3 |
| Santa Fe Partners LLC |
3 |
| Azimuth Capital Management LLC |
3 |
| Analytic Investors, LLC |
3 |
| Zacks Investment Management |
3 |
| Woodmont Investment Counsel Llc |
3 |
| Greenleaf Trust |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Welch & Forbes Llc |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Aviance Capital Partners, LLC |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| Gluskin Sheff & Assoc Inc |
3 |
| VSR Financial Services, Inc. |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| Eqis Capital Management, Inc. |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Pointe Capital Management LLC |
3 |
| Wesbanco Bank Inc |
3 |
| Griffin Asset Management, Inc. |
3 |
| Qci Asset Management Inc/ny |
3 |
| Lee Danner & Bass Inc |
3 |
| Bar Harbor Trust Services |
3 |
| Global Thematic Partners, LLC |
3 |
| KAMES CAPITAL plc |
3 |
| Goelzer Investment Management, Inc. |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Garde Capital, Inc. |
3 |
| Westport Resources Management Inc |
3 |
| Sii Investments Inc/wi |
3 |
| Atwood & Palmer Inc |
3 |
| Central Bank & Trust Co |
3 |
| Nelson Capital Management, LLC |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Bp Plc |
3 |
| Rnc Capital Management Llc |
3 |
| Burnham Asset Management Corp /ny/ |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| Hermes Investment Management Ltd |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Evergreen Capital Management Llc |
3 |
| Curian Capital Llc |
3 |
| Commonwealth Equity Services, Inc |
3 |
| Ballentine Partners, LLC |
3 |
| Hl Financial Services Llc |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| Advisor Partners Llc |
3 |
| Naples Global Advisors, Llc |
3 |
| Excalibur Management Corp |
3 |
| IMA Wealth, Inc. |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| Monroe Bank & Trust/mi |
3 |
| Woodley Farra Manion Portfolio Management Inc |
3 |
| Marquette Asset Management, LLC |
3 |
| Camelot Portfolios, LLC |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| St Germain D J Co Inc |
3 |
| Rothschild Investment Corp /il |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Yorktown Management & Research Co Inc |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Wellington Shields & Co., LLC |
3 |
| Barometer Capital Management Inc. |
3 |
| Corbenic Partners LLC |
3 |
| Capital Management Associates /ny/ |
3 |
| Meritage Portfolio Management |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Delta Lloyd Nv |
3 |
| Bb&t Securities, Llc |
3 |
| Murphy Pohlad Asset Management LLC |
3 |
| Kanaly Trust Co |
3 |
| Mizuho Securities Usa Llc |
3 |
| Breton Hill Capital Ltd. |
3 |
| RBF Capital, LLC |
3 |
| QCM Cayman, Ltd. |
3 |
| Cnh Partners Llc |
3 |
| Avalon Advisors, Llc |
3 |
| GLG Partners LP |
3 |
| American Trust Investment Advisors, LLC |
3 |
| Laffer Investments |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| Clark Capital Management Group, Inc. |
3 |
| NorthCoast Asset Management LLC |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| FT Options LLC |
3 |
| Davy Global Fund Management Ltd |
3 |
| Bank Of Hawaii |
3 |
| Midas Management Corp |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Becker Capital Management Inc |
3 |
| Rockefeller Financial Services Inc |
3 |
| First Interstate Bank |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| St. James Investment Company, LLC |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Bray Capital Advisors |
3 |
| WealthTrust Fairport, LLC |
3 |
| Hartford Financial Management Inc. |
3 |
| Triangle Securities Wealth Management |
3 |
| Nine Chapters Capital Management LLC |
3 |
| Paragon Capital Management Ltd |
3 |
| Prio Wealth Limited Partnership |
3 |
| 1st Global Advisors, Inc. |
3 |
| Integral Derivatives, LLC |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Winch Advisory Services, LLC |
3 |
| Old Point Trust & Financial Services N A |
3 |
| Cohen Capital Management, Inc. |
3 |
| City Holding Co |
3 |
| DAVENPORT & Co LLC |
3 |
| Fruth Investment Management |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Davis R M Inc |
3 |
| Capital City Trust Co/fl |
3 |
| Iowa State Bank |
3 |
| Grassi Investment Management |
3 |
| Banced Corp |
3 |
| Perkins Coie Trust Co |
3 |
| CrestPoint Capital Management, LLC |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Baystate Wealth Management LLC |
3 |
| Edge Wealth Management LLC |
3 |
| New England Research & Management, Inc. |
3 |
| Wunderlich Securities, Inc. |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| Denali Advisors Llc |
3 |
| Pensionfund DSM Netherlands |
3 |
| Pensionfund Sabic |
3 |
| Beacon Financial Group |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Tobam |
3 |
| Moody National Bank Trust Division |
3 |
| Sawtooth Solutions, LLC |
3 |
| Beacon Investment Advisory Services, Inc. |
3 |
| Balentine LLC |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Salem Investment Counselors Inc |
3 |
| Oarsman Capital, Inc. |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Focused Wealth Management, Inc |
3 |
| Lehman Financial Resources, Inc. |
3 |
| Foster & Motley Inc |
3 |
| Global Endowment Management, LP |
3 |
| Willingdon Wealth Management |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| Arrow Financial Corp |
3 |
| Montag A & Associates Inc |
3 |
| Sonora Investment Management, LLC |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Destination Wealth Management |
3 |
| Partnervest Advisory Services LLC |
3 |
| Ckw Financial Group |
3 |
| Efficient Market Advisors, LLC |
3 |
| Welch Group, LLC |
3 |
| Macroview Investment Management Llc |
3 |
| Capital One, National Association |
3 |
| Belvedere Trading LLC |
3 |
| Van Hulzen Asset Management, LLC |
3 |
| Peoples Financial Services Corp. |
3 |
| National Pension Service |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Founders Financial Securities Llc |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Wendell David Associates Inc |
3 |
| Kessler Investment Group, LLC |
3 |
| Ionic Capital Management LLC |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Fairfield, Bush & Co. |
3 |
| Echo Street Capital Management LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Counsel Portfolio Services Inc. |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| Capital Wealth Planning, LLC |
3 |
| Crestwood Advisors Group LLC |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Dean Investment Associates, Llc |
3 |
| Chemical Bank |
3 |
| Spectrum Management Group, LLC |
3 |
| Zebra Capital Management LLC |
3 |
| Wbi Investments, Inc. |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Boston Private Bank & Trust Co |
3 |
| Meitav Dash Investments Ltd |
3 |
| Cornerstone Advisory, LLC |
3 |
| WealthPLAN Partners, LLC |
3 |
| Boston Trust Walden Corp |
3 |
| V Wealth Advisors LLC |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| Private Ocean, LLC |
3 |
| Pitcairn Co |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| Tributary Capital Management, LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Andra AP-fonden |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| Bristlecone Advisors, LLC |
3 |
| SpiderRock Trading LLC |
3 |
| Overland Advisors, LLC |
3 |
| New England Securities Corp /MA/ |
3 |
| Forsta Ap-fonden |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| Spring Creek Capital Llc |
3 |
| Warberg Asset Management LLC |
3 |
| Simmons Bank |
3 |
| Arete Wealth Advisors, LLC |
3 |
| U S Global Investors Inc |
3 |
| Qualcomm Inc/de |
3 |
| Howard Hughes Medical Institute |
3 |
| Bahl & Gaynor Inc |
3 |
| Verity Asset Management, Inc. |
3 |
| Financial Counselors Inc |
3 |
| Dana Investment Advisors, Inc. |
3 |
| First Allied Advisory Services, Inc. |
3 |
| Cognios Capital, LLC |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Plancorp, LLC |
3 |
| Tcw Group Inc |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Dynamic Capital Management Ltd |
3 |
| Cambria Investment Management, L.P. |
3 |
| 361 Capital Llc |
3 |
| Virtus ETF Advisers LLC |
3 |
| Signet Financial Management, Llc |
3 |
| Wallace Capital Management Inc. |
3 |
| Coastal Bridge Advisors, LLC |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| Quinn Opportunity Partners LLC |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Rodgers Brothers Inc. |
3 |
| Advocacy Wealth Management Services, LLC |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| First National Bank Of Omaha |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Lincoln National Corp |
3 |
| Suffolk Capital Management Llc |
3 |
| Berkeley Capital Partners, LLC |
3 |
| Cannell Peter B & Co Inc |
3 |
| NatWest Group plc |
3 |
| Eos Focused Equity Management, L.P. |
3 |
| Deere & Co |
3 |
| Congress Asset Management Co /ma |
3 |
| Klingman & Associates, LLC |
3 |
| Physicians Financial Services, Inc. |
3 |
| AHL Partners LLP |
3 |
| Tiverton Asset Management Llc |
3 |
| Fayez Sarofim & Co |
3 |
| Pacific Global Investment Management Co |
3 |
| Johnson Investment Counsel Inc |
3 |
| Prudential Plc |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Caldwell Securities, Inc |
3 |
| Placemark Investments, Inc. |
3 |
| Community Bank System, Inc. |
3 |
| Kms Financial Services, Inc |
3 |
| Munder Capital Management |
3 |
| Sei Trust Co |
3 |
| Cable Hill Partners, LLC |
3 |
| Bellwether Investment Group, LLC |
3 |
| Stux Capital Management, LLC |
3 |
| Corient Capital Partners, LLC |
3 |
| Clearwater Capital Advisors, LLC |
3 |
| Bnp Paribas |
3 |
| First Bank & Trust |
3 |
| Teton Westwood Funds |
3 |
| First Command Bank |
3 |
| First Command Financial Services, Inc. |
3 |
| Chiron Investment Management, LLC |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Empirical Finance, LLC |
3 |
| Adviser Investments LLC |
3 |
| Banco Santander, S.A. |
3 |
| Point72 Europe (London) LLP |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| AE Wealth Management LLC |
3 |
| Tyers Asset Management LLC |
3 |
| Neuburgh Advisers LLC |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| Advantage Investment Management, Llc |
3 |
| Pacific Center for Financial Services |
3 |
| Almanack Investment Partners, LLC. |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| Omnia Family Wealth, LLC |
3 |
| Ridgewood Investments LLC |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Westside Investment Management, Inc. |
3 |
| Global Financial Private Capital, LLC |
3 |
| Keeley-Teton Advisors, LLC |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Achmea Investment Management B.V. |
3 |
| Blue Sky Asset Management, LLC |
3 |
| Bfsg, Llc |
3 |
| Spot Trading L.l.c. |
3 |
| Pendal Group Ltd |
3 |
| AlphaStar Capital Management, LLC |
3 |
| Donoghue Forlines LLC |
3 |
| Security National Bank |
3 |
| Tower View Investment Management & Research LLC |
3 |
| SG3 Management, LLC |
3 |
| IFG Advisory, LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| DC Investments Management, LLC |
3 |
| Global Trust Asset Management, LLC |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
| Invesco Bond Fund |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| Allianzgi Convertible & Income Fund Ii |
3 |
| Allianzgi Convertible & Income Fund |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| Prudential Global Short Duration High Yield Fund, Inc. |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| Allianzgi Equity & Convertible Income Fund |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
3 |
| Eagle Growth & Income Opportunities Fund |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| Blackstone / Gso Senior Floating Rate Term Fund |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| State Farm Mutual Fund Trust |
3 |
| State Farm Variable Product Trust |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| PENN SERIES FUNDS INC - International Equity Fund |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Cca Investments Trust |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| Eaton Vance Short Duration Diversified Income Fund |
3 |
| Tfs Capital Investment Trust |
3 |
| Advent Claymore Convertible Securities & Income Fund |
3 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
| Mfs Special Value Trust |
3 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
3 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
3 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
3 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
3 |
| Winton Diversified Opportunities Fund |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| Pioneer High Income Trust |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| Calton & Associates, Inc. |
3 |
| Trilogy Capital Inc. |
3 |
| Independence Bank of Kentucky |
3 |
| Gryphon Financial Partners LLC |
3 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
| Trustcore Financial Services, Llc |
3 |
| Mutual Advisors, LLC |
3 |
| Ford Financial Group, LLC |
3 |
| Santori & Peters, Inc. |
3 |
| Midwest Professional Planners, LTD. |
3 |
| Kaizen Advisory, Llc |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| Martin Capital Partners, LLC |
3 |
| Delpha Capital Management, Llc |
3 |
| Alphasimplex Group, Llc |
3 |
| Truewealth Llc |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| Providence Capital Advisors, LLC |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Financial Advocates Investment Management |
3 |
| CWM Advisors, LLC |
3 |
| Lake Street Advisors Group, Llc |
3 |
| Weil Company, Inc. |
3 |
| Banco de Sabadell, S.A |
3 |
| McMahon Financial Advisors, LLC |
3 |
| Avestar Capital, LLC |
3 |
| Seelaus Asset Management LLC |
3 |
| Acorn Wealth Advisors, LLC |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| Certified Advisory Corp |
3 |
| Nvwm, Llc |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Factorial Partners, Llc |
3 |
| Fs Credit Income Fund |
3 |
| West Branch Capital LLC |
3 |
| Pathway Financial Advisors LLC |
3 |
| Hc Financial Advisors Inc |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Arnhold LLC |
3 |
| Krane Funds Advisors LLC |
3 |
| Blackrock Multi-sector Opportunities Trust |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| Greenline Partners, LLC |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| Unigestion Holding SA |
3 |
| Brand Asset Management Group, Inc. |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Equitable Trust Co |
3 |
| Foundations Investment Advisors, LLC |
3 |
| Truvestments Capital Llc |
3 |
| LFA - Lugano Financial Advisors SA |
3 |
| Steigerwald, Gordon & Koch Inc. |
3 |
| AIA Group Ltd |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| Eukles Asset Management |
3 |
| Lavaca Capital Llc |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Enlightenment Research, LLC |
3 |
| Laurel Wealth Advisors LLC |
3 |
| Strategic Investment Advisors / MI |
3 |
| Mizuho Securities Usa Llc |
3 |
| Riverview Trust Co |
3 |
| Avantax Advisory Services, Inc. |
3 |
| Kinneret Advisory, LLC |
3 |
| Innealta Capital, Llc |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| PRW Wealth Management LLC |
3 |
| Seeyond |
3 |
| Ostrum Asset Management |
3 |
| Campbell Wealth Management |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| Dagco, Inc. |
3 |
| Harvest Investment Services, LLC |
3 |
| Salomon & Ludwin, LLC |
3 |
| Nalls Sherbakoff Group, Llc |
3 |
| Strategic Blueprint, LLC |
3 |
| Cynosure Management, Llc |
3 |
| Claro Advisors LLC |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Qtron Investments LLC |
3 |
| Western Wealth Management, LLC |
3 |
| Clarfeld Financial Advisors, Llc |
3 |
| Executive Wealth Management, LLC |
3 |
| Lake Point Wealth Management |
3 |
| Occidental Asset Management, LLC |
3 |
| Kore Private Wealth LLC |
3 |
| Easterly Investment Partners Llc |
3 |
| Next Financial Holdings |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| Inscription Capital, LLC |
3 |
| Baldrige Asset Management LLC |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Arden Trust Co |
3 |
| Westhampton Capital, LLC |
3 |
| HBW Advisory Services LLC |
3 |
| Principle Wealth Partners Llc |
3 |
| TCF National Bank |
3 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
3 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
3 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
3 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
| LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
3 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
3 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
3 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
3 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
3 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
3 |
| KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
3 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
| GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
3 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
3 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
| WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
3 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
| KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
3 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
| HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
3 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
3 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
3 |
| PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
3 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
3 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
| MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
3 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
3 |
| DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
3 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
| Profunds - Profund Vp Small-cap |
3 |
| Profunds - Profund Vp Ultrasmall-cap |
3 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
3 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
3 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
3 |
| MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
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 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
| HDV - iSHARES TRUST - iShares Core High Dividend ETF |
3 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
| EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
3 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
3 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| PFG Private Wealth Management, LLC |
3 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
| Tsfg, Llc |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| PAWZ - PROSHARES TRUST - ProShares Pet Care ETF |
3 |
| FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
3 |
| HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
3 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
3 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
3 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
3 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
3 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
3 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| MBE Wealth Management, LLC |
3 |
| Venture Visionary Partners LLC |
3 |
| Integrated Advisors Network LLC |
3 |
| GFG Capital, LLC |
3 |
| Anfield Capital Management, LLC |
3 |
| PSI Advisors, LLC |
3 |
| Menard Financial Group LLC |
3 |
| Capital Wealth Alliance, LLC |
3 |
| EPG Wealth Management LLC |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| Hohimer Wealth Management, Llc |
3 |
| Transcend Wealth Collective, Llc |
3 |
| Archer Investment Corp |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| Stephenson National Bank & Trust |
3 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
3 |
| MADDEN SECURITIES Corp |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
3 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
| Liberty One Investment Management, Llc |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Grassi Investment Management Llc |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| Eudaimonia Partners, LLC |
3 |
| Optimal Asset Management, Inc. |
3 |
| Royal Fund Management, LLC |
3 |
| OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
3 |
| Caas Capital Management Lp |
3 |
| QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares |
3 |
| Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
3 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
| HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
| ICLEX - ICON FUNDS - ICON Consumer Staples Fund Class S |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
3 |
| DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
3 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
3 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
3 |
| Gleason Group, Inc. |
3 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| Advisor OS, LLC |
3 |
| Knight Capital Group, Inc. |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| Allianz Se |
3 |
| Agf Management Ltd |
3 |
| Holloway Wealth Management, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| Planned Solutions, Inc. |
3 |
| First Pacific Financial |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| Bluefin Capital Management, Llc |
3 |
| Jeppson Wealth Management, Llc |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
3 |
| Iron Horse Wealth Management, LLC |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Wolff Wiese Magana Llc |
3 |
| Bellwether Advisors, LLC |
3 |
| TriaGen Wealth Management LLC |
3 |
| Berger Financial Group, Inc |
3 |
| RWM Asset Management, LLC |
3 |
| Cypress Point Wealth Management, LLC |
3 |
| Leverage Partners Absolute Return Fund SPC |
3 |
| Golden State Equity Partners |
3 |
| Veriti Management LLC |
3 |
| Cary Street Partners Asset Management Llc |
3 |
| Oder Investment Management, LLC |
3 |
| Humankind Investments LLC |
3 |
| Tradition Wealth Management, LLC |
3 |
| Alpha DNA Investment Management LLC |
3 |
| InterOcean Capital Group, LLC |
3 |
| F/M Investments LLC |
3 |
| Kowal Investment Group, LLC |
3 |
| EMC Capital Management |
3 |
| Robbins Farley Llc |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| Valley Brook Capital Group, Inc. |
3 |
| PGIM Short Duration High Yield Opportunities Fund |
3 |
| Curi Wealth Management, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
| Piscataqua Savings Bank |
3 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| Sierra Capital LLC |
3 |
| Kb Financial Partners, Llc |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Triumph Capital Management |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| Bbva Usa |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| KROP - Global X Funds - Global X AgTech & Food Innovation ETF |
3 |
| MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
| EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
3 |
| Clear Street Llc |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| Guggenheim Active Allocation Fund |
3 |
| Wayfinding Financial, LLC |
3 |
| Carmel Capital Partners, LLC |
3 |
| Missouri Trust & Investment Co |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| Red Tortoise LLC |
3 |
| Metis Global Partners, LLC |
3 |
| New Millennium Group LLC |
3 |
| HB Wealth Management, LLC |
3 |
| Zullo Investment Group, Inc. |
3 |
| First Community Trust Na |
3 |
| Raleigh Capital Management Inc. |
3 |
| YUMY - VanEck ETF Trust - VanEck Future of Food ETF |
3 |
| Tyler-Stone Wealth Management |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
3 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
3 |
| Values First Advisors, Inc. |
3 |
| City State Bank |
3 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
| CVAR - ETF Opportunities Trust - Cultivar ETF |
3 |
| Strengthening Families & Communities, LLC |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| High Net Worth Advisory Group LLC |
3 |
| Provence Wealth Management Group |
3 |
| LGT Fund Management Co Ltd. |
3 |
| Hightower 6M Holding, LLC |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| Baader Bank INC |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Retirement Guys Formula Llc |
3 |
| Triasima Portfolio Management inc. |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
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 |
| Tevis Investment Management |
3 |
| T. Rowe Price Investment Management, Inc. |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| ICA Group Wealth Management, LLC |
3 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
| Advisor Partners Ii, Llc |
3 |
| Brewin Dolphin Ltd |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
3 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
| General Partner, Inc. |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Gallacher Capital Management LLC |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Daymark Wealth Partners, Llc |
3 |
| VitalStone Financial, LLC |
3 |
| Mendota Financial Group, LLC |
3 |
| New England Capital Financial Advisors LLC |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| Tanglewood Legacy Advisors, LLC |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Park Place Capital Corp |
3 |
| Kula Investments, LLC |
3 |
| Dover Advisors, Llc |
3 |
| Numerai GP LLC |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| Compass Wealth Management LLC |
3 |
| SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
3 |
| Milestone Investment Advisors LLC |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
3 |
| PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
3 |
| 25 Llc |
3 |
| Vinva Investment Management Ltd |
3 |
| Quintet Private Bank (Europe) S.A. |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| Atomi Financial Group, Inc. |
3 |
| Kingdom Financial Group LLC. |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
| Union Savings Bank |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
3 |
| CGC Financial Services, LLC |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| Norden Group Llc |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| United Community Bank |
3 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
3 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
| PFS Partners, LLC |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| West Paces Advisors Inc. |
3 |
| Jamison Private Wealth Management, Inc. |
3 |
| Rakuten Securities, Inc. |
3 |
| Partnership Wealth Management, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| ClearAlpha Technologies LP |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Dynamic Wealth Strategies, LLC |
3 |
| Delta Global Management LP |
3 |
| Mango Five Family, Inc. |
3 |
| Main Street Group, LTD |
3 |
| FJ Investments, LLC |
3 |
| Perbak Capital Partners LLP |
3 |
| Transcendent Capital Group LLC |
3 |
| Azzad Asset Management Inc /adv |
3 |
| WealthCollab, LLC |
3 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| New Covenant Trust Company, N.A. |
3 |
| Gen-Wealth Partners Inc |
3 |
| Pathway Financial Advisers, LLC |
3 |
| Motiv8 Investments LLC |
3 |
| Breakwater Investment Management |
3 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
| Kelly Financial Services LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
3 |
| Granite FO LLC |
3 |
| William B. Walkup & Associates, Inc. |
3 |
| Highline Wealth Partners Llc |
3 |
| Alpine Bank Wealth Management |
3 |
| Legacy Wealth Managment, LLC/ID |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
3 |
| HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
| Decker Retirement Planning Inc. |
3 |
| Kera Capital Partners, Inc. |
3 |
| R Squared Ltd |
3 |
| Eq Wealth Advisors, Llc |
3 |
| Gwn Securities Inc. |
3 |
| Flagship Wealth Advisors, Llc |
3 |
| Millstone Evans Group, LLC |
3 |
| Murphy & Mullick Capital Management Corp |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Polymer Capital Management (US) LLC |
3 |
| Optimize Financial Inc |
3 |
| Transce3nd, LLC |
3 |
| Rossby Financial, LCC |
3 |
| ROSS\JOHNSON & Associates LLC |
3 |
| Fieldview Capital Management, LLC |
3 |
| PMV Capital Advisers, LLC |
3 |
| Minot DeBlois Advisors LLC |
3 |
| Accredited Wealth Management, LLC |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Putney Financial Group LLC |
3 |
| Park Square Financial Group, LLC |
3 |
| Kilter Group LLC |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
3 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
| CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
3 |
| LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
3 |
| Curat Global, LLC |
3 |
| Ccm Investment Group, Llc |
3 |
| Rakuten Investment Management, Inc. |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Nova Wealth Management, Inc. |
3 |
| HFM Investment Advisors, LLC |
3 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
| Optima Capital Llc |
3 |
| FLP Wealth Management, LLC |
3 |
| Uhlmann Price Securities, Llc |
3 |
| Credential Securities Inc. |
3 |
| Abn Amro Investment Solutions |
3 |
| Winnow Wealth Llc |
3 |
| Glenmede Investment Management, LP |
3 |
| Rexford Capital Inc |
3 |
| FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP |
3 |
| FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C |
3 |
| FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF |
3 |
| Basepoint Wealth LLC |
3 |
| AXA Investment Managers S.A. |
3 |
| Ares Financial Consulting, LLC |
3 |
| Meramec Financial Planners, LLC |
3 |
| Sfam, Llc |
3 |
| Medallion Wealth Advisors, LLC |
3 |
