| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
27 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
21 |
| Morgan Stanley |
20 |
| Tower Research Capital LLC (TRC) |
19 |
| Jane Street Group, Llc |
19 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
19 |
| UBS Group AG |
18 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
18 |
| Citadel Advisors Llc |
18 |
| Millennium Management Llc |
18 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
18 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
18 |
| Bank Of America Corp /de/ |
17 |
| Proequities, Inc. |
17 |
| Goldman Sachs Group Inc |
17 |
| Deutsche Bank Ag\ |
17 |
| Geode Capital Management, Llc |
17 |
| BlackRock, Inc. |
17 |
| Royal Bank Of Canada |
16 |
| California Public Employees Retirement System |
16 |
| Susquehanna International Group, Llp |
16 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
16 |
| Jpmorgan Chase & Co |
16 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
| Pnc Financial Services Group, Inc. |
16 |
| Renaissance Technologies Llc |
16 |
| Vanguard Group Inc |
16 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
16 |
| Barclays Plc |
16 |
| Wells Fargo & Company/mn |
16 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
16 |
| Captrust Financial Advisors |
15 |
| Bank of New York Mellon Corp |
15 |
| Parametric Portfolio Associates Llc |
15 |
| Invesco Ltd. |
15 |
| Balyasny Asset Management Llc |
15 |
| State Street Corp |
15 |
| Jefferies Group LLC |
15 |
| Ameriprise Financial Inc |
15 |
| Prelude Capital Management, Llc |
15 |
| Manufacturers Life Insurance Company, The |
15 |
| Charles Schwab Investment Management Inc |
15 |
| Prudential Financial Inc |
15 |
| D. E. Shaw & Co., Inc. |
15 |
| Ladenburg Thalmann Financial Services Inc |
15 |
| Citigroup Inc |
15 |
| Credit Suisse Ag/ |
15 |
| Virtu Financial LLC |
15 |
| Bnp Paribas Arbitrage, Sa |
15 |
| Dimensional Fund Advisors Lp |
15 |
| Northern Trust Corp |
15 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
15 |
| Bank Of Montreal /can/ |
15 |
| New York State Common Retirement Fund |
14 |
| American International Group, Inc. |
14 |
| Aqr Capital Management Llc |
14 |
| Fmr Llc |
14 |
| California State Teachers Retirement System |
14 |
| Us Bancorp \de\ |
14 |
| PEAK6 Investments LLC |
14 |
| Gsa Capital Partners Llp |
14 |
| Nomura Holdings Inc |
14 |
| Dynamic Technology Lab Private Ltd |
14 |
| Marshall Wace, Llp |
14 |
| SG Americas Securities, LLC |
14 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
14 |
| Creative Planning |
14 |
| Boothbay Fund Management, Llc |
14 |
| Panagora Asset Management Inc |
14 |
| Rhumbline Advisers |
14 |
| Ubs Ag |
14 |
| Alliancebernstein L.p. |
14 |
| BlackRock Advisors LLC |
14 |
| Cubist Systematic Strategies, LLC |
14 |
| Acadian Asset Management Llc |
14 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
14 |
| Nationwide Fund Advisors |
14 |
| Oxford Asset Management Llp |
14 |
| Wolverine Trading, Llc |
14 |
| BlackRock Institutional Trust Company, N.A. |
13 |
| IFP Advisors, Inc |
13 |
| Wolverine Asset Management Llc |
13 |
| Verition Fund Management LLC |
13 |
| Two Sigma Advisers, Lp |
13 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
13 |
| Strs Ohio |
13 |
| Walleye Trading LLC |
13 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
13 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
13 |
| Two Sigma Investments, Lp |
13 |
| BlackRock Investment Management, LLC |
13 |
| Russell Investments Group, Ltd. |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| BlackRock Fund Advisors |
13 |
| State Board Of Administration Of Florida Retirement System |
13 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
13 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
13 |
| Huntington National Bank |
13 |
| A.R.T. Advisors, LLC |
13 |
| Nisa Investment Advisors, Llc |
13 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
13 |
| Hrt Financial Lp |
13 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
13 |
| Legal & General Group Plc |
13 |
| Victory Capital Management Inc |
13 |
| New York State Teachers Retirement System |
13 |
| Envestnet Asset Management Inc |
13 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
13 |
| Simplex Trading, Llc |
13 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
13 |
| Sei Investments Co |
13 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
13 |
| Voya Investment Management Llc |
12 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
12 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
12 |
| Macquarie Group Ltd |
12 |
| Public Employees Retirement System Of Ohio |
12 |
| Walleye Capital LLC |
12 |
| Tiaa Cref Investment Management Llc |
12 |
| Teachers Advisors, Llc |
12 |
| Arrowstreet Capital, Limited Partnership |
12 |
| Bridgeway Capital Management Inc |
12 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
12 |
| State Of Wisconsin Investment Board |
12 |
| Ubs Asset Management Americas Inc |
12 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
12 |
| Aperio Group, LLC |
12 |
| Swiss National Bank |
12 |
| Price T Rowe Associates Inc /md/ |
12 |
| Advisor Group, Inc. |
12 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
12 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
12 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
12 |
| Magnetar Financial LLC |
12 |
| First Trust Advisors Lp |
12 |
| Raymond James & Associates |
12 |
| State of Tennessee, Treasury Department |
12 |
| Norges Bank |
12 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
12 |
| Los Angeles Capital Management Llc |
12 |
| Point72 Hong Kong Ltd |
12 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
12 |
| Squarepoint Ops LLC |
12 |
| Schonfeld Strategic Advisors LLC |
12 |
| Lazard Asset Management Llc |
12 |
| Guggenheim Capital Llc |
12 |
| Ameritas Investment Partners, Inc. |
12 |
| PDT Partners, LLC |
12 |
| Parallax Volatility Advisers, L.P. |
12 |
| Cwm, Llc |
12 |
| Amalgamated Bank |
12 |
| American Century Companies Inc |
12 |
| Metropolitan Life Insurance Co/ny |
12 |
| Allianz Asset Management GmbH |
12 |
| Meeder Asset Management Inc |
12 |
| FNY Investment Advisers, LLC |
12 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
11 |
| Nuveen Asset Management, LLC |
11 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
11 |
| SRS Capital Advisors, Inc. |
11 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
| Marshall Wace North America L.P. |
11 |
| Highbridge Capital Management Llc |
11 |
| Northwestern Mutual Wealth Management Co |
11 |
| Russell Frank Co/ |
11 |
| HighTower Advisors, LLC |
11 |
| Tudor Investment Corp Et Al |
11 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
11 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
11 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
11 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
11 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
11 |
| Stifel Financial Corp |
11 |
| BlueCrest Capital Management Ltd |
11 |
| Engineers Gate Manager LP |
11 |
| Parallel Advisors, LLC |
11 |
| Allworth Financial LP |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
| Trexquant Investment LP |
11 |
| Group One Trading, L.p. |
11 |
| Sterling Capital Management LLC |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| Advisor Group Holdings, Inc. |
11 |
| Comerica Bank |
11 |
| Tfs Capital Llc |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| Versant Capital Management, Inc |
11 |
| Cutler Group LP |
11 |
| Jacobs Levy Equity Management, Inc |
11 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
11 |
| First Horizon Advisors, Inc. |
11 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
11 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
11 |
| Hsbc Holdings Plc |
11 |
| Quantbot Technologies LP |
11 |
| ProShare Advisors LLC |
11 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
11 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
11 |
| Signaturefd, Llc |
11 |
| Teacher Retirement System Of Texas |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
11 |
| Connor, Clark & Lunn Investment Management Ltd. |
11 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
11 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
11 |
| Qube Research & Technologies Ltd |
11 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
11 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
10 |
| Great West Life Assurance Co /can/ |
10 |
| Principal Funds Inc |
10 |
| Catalyst Capital Advisors LLC |
10 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
10 |
| Quadrature Capital Ltd |
10 |
| Lsv Asset Management |
10 |
| Public Sector Pension Investment Board |
10 |
| GAMMA Investing LLC |
10 |
| Covestor Ltd |
10 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
10 |
| ExodusPoint Capital Management, LP |
10 |
| United Services Automobile Association |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| Advisory Services Network, LLC |
10 |
| LMR Partners LLP |
10 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
10 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
10 |
| Franklin Resources Inc |
10 |
| Principal Financial Group Inc |
10 |
| Massmutual Trust Co Fsb/adv |
10 |
| PEAK6 Investments, L.P. |
10 |
| Quadrant Capital Group Llc |
10 |
| Janus Henderson Group Plc |
10 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
10 |
| Bessemer Group Inc |
10 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
10 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
10 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
10 |
| Piedmont Investment Advisors Llc |
10 |
| Gotham Asset Management, LLC |
10 |
| Allspring Global Investments Holdings, LLC |
10 |
| Parkside Financial Bank & Trust |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
10 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
10 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
10 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
10 |
| LPL Financial LLC |
10 |
| Federated Hermes, Inc. |
10 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
10 |
| Kcg Holdings, Inc. |
10 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
10 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
10 |
| ClariVest Asset Management LLC |
10 |
| Paloma Partners Management Co |
10 |
| EverSource Wealth Advisors, LLC |
10 |
| Corebridge Financial, Inc. |
10 |
| MetLife Securities, Inc |
10 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
10 |
| Man Group plc |
10 |
| Glassman Wealth Services |
10 |
| Janney Montgomery Scott LLC |
10 |
| MetLife Investment Management, LLC |
10 |
| Fifth Third Bancorp |
10 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
10 |
| BlackRock Group LTD |
10 |
| Stevens Capital Management Lp |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
10 |
| CENTRAL TRUST Co |
10 |
| Wellington Management Group Llp |
10 |
| Hbk Investments L P |
10 |
| Arizona State Retirement System |
10 |
| Segall Bryant & Hamill, Llc |
10 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
10 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| Police & Firemen's Retirement System of New Jersey |
9 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
9 |
| Schroder Investment Management Group |
9 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
9 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
9 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
9 |
| Ellington Management Group Llc |
9 |
| Mackenzie Financial Corp |
9 |
| Systematic Financial Management Lp |
9 |
| Neuberger Berman Group LLC |
9 |
| Ubs Oconnor Llc |
9 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
9 |
| Hutchin Hill Capital, LP |
9 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
9 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
9 |
| Whittier Trust Co |
9 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
9 |
| Putnam Investments Llc |
9 |
| Credit Agricole S A |
9 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
9 |
| Mirae Asset Global Investments Co., Ltd. |
9 |
| NEXT Financial Group, Inc |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
9 |
| Centiva Capital, LP |
9 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
9 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
9 |
| SBI Securities Co., Ltd. |
9 |
| Global Retirement Partners, LLC |
9 |
| State of New Jersey Common Pension Fund D |
9 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
9 |
| Martingale Asset Management L P |
9 |
| Raymond James Financial Inc |
9 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
9 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
9 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
9 |
| Natixis Advisors, L.p. |
9 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
9 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
9 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
9 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
9 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
9 |
| Winton Capital Group Ltd |
9 |
| Pacer Advisors, Inc. |
9 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
9 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
9 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
9 |
| RidgeWorth Capital Management LLC |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
9 |
| Bayesian Capital Management, LP |
9 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
9 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
| Element Capital Management Llc |
9 |
| Gemmer Asset Management LLC |
9 |
| Bailard, Inc. |
9 |
| Polar Asset Management Partners Inc. |
9 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
9 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
9 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
9 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
9 |
| Thrivent Financial For Lutherans |
9 |
| KBC Group NV |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
9 |
| Manchester Capital Management LLC |
9 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
9 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
9 |
| Toronto Dominion Bank |
9 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
9 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
9 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
9 |
| Dupont Capital Management Corp |
9 |
| Investors Research Corp |
9 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
9 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
| Campbell & CO Investment Adviser LLC |
9 |
| Axa S.a. |
9 |
| Wealthspire Advisors, L.P. |
9 |
| First Eagle Investment Management, LLC |
9 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
9 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
9 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
9 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
9 |
| Stratos Wealth Partners, LTD. |
9 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
9 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
9 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
| Capital Performance Advisors Llp |
9 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
9 |
| Lindbrook Capital, Llc |
9 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
9 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
9 |
| XTX Topco Ltd |
9 |
| Gabelli Funds Llc |
9 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
9 |
| Empowered Funds, LLC |
9 |
| Ellevest, Inc. |
9 |
| Virginia Retirement Systems Et Al |
9 |
| Kennedy Capital Management, Inc. |
9 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
9 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
9 |
| Hillsdale Investment Management Inc. |
9 |
| Managed Account Advisors Llc |
9 |
| QS Investors, LLC |
9 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
9 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
9 |
| Point72 Asset Management, L.P. |
9 |
| Algert Global Llc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
9 |
| Steward Partners Investment Advisory, Llc |
9 |
| Barrow Hanley Mewhinney & Strauss Llc |
9 |
| Vanguard Index Funds |
9 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
9 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
9 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
| Oppenheimer Funds Inc |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
9 |
| Harbor Capital Advisors, Inc. |
9 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
9 |
| Royce & Associates Lp |
9 |
| Glenmede Trust Co Na |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
8 |
| Farther Finance Advisors, LLC |
8 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
8 |
| GAM Holding AG |
8 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
8 |
| Intech Investment Management Llc |
8 |
| Trust Co Of Vermont |
8 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
8 |
| Commonwealth Bank Of Australia |
8 |
| Jump Financial, LLC |
8 |
| NumerixS Investment Technologies Inc |
8 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
8 |
| Guggenheim Active Allocation Fund |
8 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
| Northern Trust Co Of Connecticut |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
8 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
8 |
| Cornercap Investment Counsel Inc |
8 |
| Six Circles Trust - Six Circles Global Bond Fund |
8 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
8 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
8 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
8 |
| Teachers Retirement System Of The State Of Kentucky |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
8 |
| D.a. Davidson & Co. |
8 |
| Highland Capital Management Lp |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| Emerald Acquisition Ltd. |
8 |
| Acrospire Investment Management LLC |
8 |
| Mariner, LLC |
8 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
8 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
8 |
| Canada Pension Plan Investment Board |
8 |
| VTL Associates, LLC |
8 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
8 |
| United Capital Financial Advisers, Llc |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
8 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
8 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
8 |
| Jane Street Holding, LLC |
8 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
8 |
| State Farm Mutual Fund Trust |
8 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
8 |
| Rothschild Investment Llc |
8 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
8 |
| Smartleaf Asset Management LLC |
8 |
| Regions Financial Corp |
8 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
8 |
| Wilbanks Smith & Thomas Asset Management Llc |
8 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
8 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
8 |
| Advisors Asset Management, Inc. |
8 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
8 |
| Benjamin F. Edwards & Company, Inc. |
8 |
| Capstone Investment Advisors, Llc |
8 |
| True Wealth Design, LLC |
8 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
| Moore Capital Management, Lp |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
8 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
8 |
| Laurion Capital Management LP |
8 |
| Healthcare Of Ontario Pension Plan Trust Fund |
8 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
| Spark Investment Management LLC |
8 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
8 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
8 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
8 |
| Louisiana State Employees Retirement System |
8 |
| Truist Financial Corp |
8 |
| Assenagon Asset Management S.A. |
8 |
| NJ State Employees Deferred Compensation Plan |
8 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
8 |
| Css Llc/il |
8 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
8 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
8 |
| Numeric Investors Llc |
8 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
| First Mercantile Trust Co |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
8 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
8 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
8 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
8 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
8 |
| Quarry LP |
8 |
| First Quadrant L P/ca |
8 |
| GWM Advisors LLC |
8 |
| Assetmark, Inc |
8 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
8 |
| Jones Financial Companies Lllp |
8 |
| Chicago Equity Partners Llc |
8 |
| Longfellow Investment Management Co Llc |
8 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
8 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
8 |
| Texas Permanent School Fund |
8 |
| Two Sigma Securities, Llc |
8 |
| Coldstream Capital Management Inc |
8 |
| Spot Trading L.L.C |
8 |
| Private Trust Co Na |
8 |
| Exchange Traded Concepts, Llc |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| Eqis Capital Management, Inc. |
8 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
8 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
8 |
| Mason Street Advisors, Llc |
8 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
8 |
| Alpine Global Management, LLC |
8 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
8 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
8 |
| Capital Fund Management S.a. |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
| Hartland & Co., LLC |
8 |
| Ci Investments Inc. |
8 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
8 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
8 |
| Winslow, Evans & Crocker, Inc. |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| Summit Trail Advisors, Llc |
8 |
| Nuveen, LLC |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
8 |
| Municipal Employees' Retirement System of Michigan |
8 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
8 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
8 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
8 |
| State Farm Variable Product Trust |
8 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
8 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
8 |
| Profund Advisors Llc |
8 |
| Profunds - Profund Vp Small-cap |
8 |
| Skopos Labs, Inc. |
8 |
| Profunds - Profund Vp Ultrasmall-cap |
8 |
| TCI Wealth Advisors, Inc. |
8 |
| Cerity Partners LLC |
7 |
| Ancora Advisors, LLC |
7 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
7 |
| CIBC Private Wealth Group, LLC |
7 |
| Advanced Series Trust - Ast High Yield Portfolio |
7 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
7 |
| Cambridge Investment Research Advisors, Inc. |
7 |
| Picton Mahoney Asset Management |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| Advisory Research Inc |
7 |
| Baker Avenue Asset Management, LP |
7 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
7 |
| Tompkins Financial Corp |
7 |
| Clearbridge Investments, LLC |
7 |
| Vantagepoint Funds |
7 |
| Eaton Vance Management |
7 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
7 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
7 |
| Oakworth Capital, Inc. |
7 |
| Hilltop National Bank |
7 |
| Paradigm Asset Management Co Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
7 |
| Glazer Capital, Llc |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| Cnh Partners Llc |
7 |
| First Manhattan Co |
7 |
| Suntrust Banks Inc |
7 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
7 |
| Jefferies Financial Group Inc. |
7 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
7 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
7 |
| Stone Ridge Asset Management LLC |
7 |
| Amundi |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
7 |
| BlackRock Japan Co. Ltd |
7 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
| Vanguard World Fund |
7 |
| Absolute Return Capital, LLC |
7 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
7 |
| CWM Advisors, LLC |
7 |
| Boston Partners |
7 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| Smith Asset Management Group Lp |
7 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
7 |
| Cipher Capital LP |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| Hudson Bay Capital Management LP |
7 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
7 |
| Van Eck Associates Corp |
7 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
| Ground Swell Capital, LLC |
7 |
| M&t Bank Corp |
7 |
| Robeco Schweiz AG |
7 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
| Water Island Capital Llc |
7 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
7 |
| Brandywine Global Investment Management, LLC |
7 |
| Jennison Associates Llc |
7 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
7 |
| OMERS ADMINISTRATION Corp |
7 |
| Ronald Blue Trust, Inc. |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
7 |
| Deere & Co |
7 |
| Stephens Inc /ar/ |
7 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
7 |
| Assured Investment Management LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
| Capital World Investors |
7 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
7 |
| Gamco Investors, Inc. Et Al |
7 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
7 |
| USA Financial Portformulas Corp |
7 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| Robeco Institutional Asset Management B.V. |
7 |
| Brinker Capital Inc |
7 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
7 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| Kestra Advisory Services, LLC |
7 |
| Aquatic Capital Management LLC |
7 |
| AHL Partners LLP |
7 |
| National Bank Of Canada /fi/ |
7 |
| American Portfolios Advisors |
7 |
| Petrus Trust Company, LTA |
7 |
| Alps Advisors Inc |
7 |
| Private Capital Group, LLC |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| Handelsbanken Fonder AB |
7 |
| Carlson Capital L P |
7 |
| Weiss Asset Management LP |
7 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
| Rational Advisors Llc |
7 |
| General Motors Investment Management Corp |
7 |
| Alberta Investment Management Corp |
7 |
| Bogle Investment Management L P /de/ |
7 |
| State of Wyoming |
7 |
| Timber Hill LLC |
7 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
| Aigen Investment Management, Lp |
7 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| State of Alaska, Department of Revenue |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
7 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
7 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
7 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
7 |
| Public Employees Retirement Association Of Colorado |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
7 |
| Asset Management One Co., Ltd. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
7 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
7 |
| Proficio Capital Partners LLC |
7 |
| Verdence Capital Advisors LLC |
7 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
7 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
7 |
| Irish Life Investment Managers Ltd. |
7 |
| Cibc World Markets Corp |
7 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
7 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
7 |
| Sei Trust Co |
7 |
| Old Mission Capital Llc |
7 |
| EP Wealth Advisors, Inc. |
7 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
| Nordea Investment Management Ab |
7 |
| Bryn Mawr Capital Management Inc |
7 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
7 |
| Heartland Advisors Inc |
7 |
| Occudo Quantitative Strategies Lp |
7 |
| PineBridge Investments, L.P. |
7 |
| SAC Capital Advisors LP |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| Loomis Sayles & Co L P |
7 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
7 |
| Eaton Vance Senior Income Trust |
7 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
| Vident Investment Advisory, LLC |
7 |
| Venturi Wealth Management, LLC |
7 |
| Brewin Dolphin Ltd |
7 |
| Amalgamated Financial Corp. |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
7 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
7 |
| MUFG Americas Holdings Corp |
7 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
7 |
| Dark Forest Capital Management Lp |
7 |
| Placemark Investments, Inc. |
7 |
| Graham Capital Management, L.P. |
7 |
| Eaton Vance Senior Floating Rate Trust |
7 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
7 |
| Menta Capital Llc |
7 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
7 |
| Cornerstone Capital Management Holdings Llc. |
7 |
| Federation des caisses Desjardins du Quebec |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| Eaton Vance Floating-rate Income Trust |
7 |
| MAI Capital Management |
7 |
| Holocene Advisors, LP |
7 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
7 |
| Mutual Of America Capital Management Llc |
7 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
7 |
| James Investment Research Inc |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
7 |
| Zacks Investment Management |
7 |
| AdvisorNet Financial, Inc |
7 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
| Susquehanna Fundamental Investments, Llc |
7 |
| Eaton Vance Ltd Duration Income Fund |
7 |
| Caas Capital Management Lp |
6 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
6 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
6 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
6 |
| Essex Investment Management Co Llc |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
6 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
6 |
| Nomura Asset Management Co Ltd |
6 |
| Vestcor Inc |
6 |
| Granite Investment Partners, LLC |
6 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
6 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
6 |
| Tarbox Family Office, Inc. |
6 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
| Sawtooth Solutions, LLC |
6 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
6 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
6 |
| Ieq Capital, Llc |
6 |
| Moors & Cabot, Inc. |
6 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
6 |
| Rockefeller Capital Management L.P. |
6 |
| Gradient Investments LLC |
6 |
| Great Lakes Advisors, Llc |
6 |
| Voloridge Investment Management, Llc |
6 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
6 |
| Oregon Public Employees Retirement Fund |
6 |
| EA Series Trust |
6 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
6 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
6 |
| Barings Llc |
6 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
6 |
| Baldwin Brothers Inc/ma |
6 |
| Global X Management CO LLC |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
| Umb Bank N A/mo |
6 |
| Isthmus Partners, Llc |
6 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
| Gryphon Financial Partners LLC |
6 |
| Commonwealth Equity Services, Llc |
6 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
6 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
6 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
6 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
6 |
| Everence Capital Management Inc |
6 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
6 |
| Skandinaviska Enskilda Banken AB (publ) |
6 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
6 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
6 |
| Brinker Capital Investments, LLC |
6 |
| Farmers & Merchants Investments Inc |
6 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
6 |
| Edgestream Partners, L.P. |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| Tcwp Llc |
6 |
| WealthCollab, LLC |
6 |
| Savant Capital, LLC |
6 |
| Brown Advisory Inc |
6 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
6 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
| Airain ltd |
6 |
| Wipfli Financial Advisors Llc, |
6 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
6 |
| Oppenheimer & Co Inc |
6 |
| Point72 Asia (Singapore) Pte. Ltd. |
6 |
| Blackstone Group Inc |
6 |
| Fiera Capital Corp |
6 |
| Employees Retirement System of Texas |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| Truvestments Capital Llc |
6 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
6 |
| Bell Investment Advisors, Inc |
6 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
6 |
| Aristeia Capital Llc |
6 |
| Karp Capital Management Corp |
6 |
| HAP Trading, LLC |
6 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
6 |
| Pinnacle Wealth Planning Services, Inc. |
6 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
6 |
| APG Asset Management N.V. |
6 |
| Lord, Abbett & Co. Llc |
6 |
| Alambic Investment Management, L.P. |
6 |
| Amundi Pioneer Asset Management Inc |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| Private Advisor Group, LLC |
6 |
| Sandy Spring Bank |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
6 |
| Riverhead Capital Management Llc |
6 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
6 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
6 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
6 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
6 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
6 |
| Weld Capital Management Llc |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| Toroso Investments, LLC |
6 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
6 |
| FDx Advisors, Inc. |
6 |
| Caxton Associates Lp |
6 |
| We Are One Seven, LLC |
6 |
| Catapult Capital Management Llc |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| Tocqueville Asset Management L.p. |
6 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
6 |
| Deprince Race & Zollo Inc |
6 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
6 |
| Dean Investment Associates, Llc |
6 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
6 |
| Td Asset Management Inc |
6 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
6 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
6 |
| Warren Averett Asset Management, LLC |
6 |
| Qs Batterymarch Financial Management, Inc |
6 |
| Pathstone Family Office, Llc |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| Societe Generale |
6 |
| Oppenheimer Etf Trust |
6 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| CIBC World Markets Inc. |
6 |
| Bourgeon Capital Management Llc |
6 |
| Edmond De Rothschild Holding S.a. |
6 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
6 |
| Zebra Capital Management LLC |
6 |
| SJS Investment Consulting Inc. |
6 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
6 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
6 |
| Pictet Asset Management Ltd |
6 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
6 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
6 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
6 |
| Evergreen Capital Management Llc |
6 |
| Klp Kapitalforvaltning As |
6 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
6 |
| Elkfork Partners LLC |
6 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
6 |
| Prime Capital Investment Advisors, LLC |
6 |
| Caption Management, LLC |
6 |
| Smithfield Trust Co |
6 |
| BRYN MAWR TRUST Co |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
6 |
| Fort Washington Investment Advisors Inc /oh/ |
6 |
| WealthTrak Capital Management LLC |
6 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
6 |
| College Retirement Equities Fund |
6 |
| Tiaa-cref Funds |
6 |
| Principal Securities, Inc. |
6 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
6 |
| Adage Capital Partners Gp, L.l.c. |
6 |
| IHT Wealth Management, LLC |
6 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
6 |
| Glen Harbor Capital Management LLC |
6 |
| Meadow Creek Investment Management LLC |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| Seacrest Wealth Management, Llc |
6 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
6 |
| Keybank National Association/oh |
6 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
6 |
| Quantinno Capital Management LP |
6 |
| Sowell Financial Services LLC |
6 |
| CIBC Asset Management Inc |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| MARSHALL WACE ASIA Ltd |
6 |
| Luminus Management Llc |
6 |
| Flagship Harbor Advisors, Llc |
6 |
| Prudential Short Duration High Yield Fund, Inc. |
6 |
| Princeton Alpha Management LP |
6 |
| Spot Trading L.l.c. |
6 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
6 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| Cetera Advisors LLC |
6 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
| New York Life Investment Management Llc |
6 |
| Massachusetts Financial Services Co /ma/ |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| Chartwell Investment Partners, Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
6 |
| Valeo Financial Advisors, LLC |
6 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
6 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
6 |
| Blue Bell Private Wealth Management, Llc |
6 |
| National Planning Corp |
6 |
| Catalyst Funds Management Pty Ltd |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
6 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
6 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
6 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
6 |
| Brown Brothers Harriman & Co |
6 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| Atria Investments Llc |
6 |
| Brookstone Capital Management |
6 |
| Ensign Peak Advisors, Inc |
6 |
| Capstone Asset Management Co |
6 |
| Fisher Asset Management, LLC |
6 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
| Levin Capital Strategies, L.p. |
6 |
| Point72 (DIFC) Ltd |
6 |
| Oppenheimer Asset Management Inc. |
6 |
| Fox Run Management, L.l.c. |
6 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
| Avion Wealth |
6 |
| Brookfield Asset Management Inc. |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| LS Investment Advisors, LLC |
6 |
| Orion Portfolio Solutions, LLC |
6 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
6 |
| Retirement Systems of Alabama |
6 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
| Horizon Kinetics LLC |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| Harbour Investments, Inc. |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| Tokio Marine Asset Management Co Ltd |
5 |
| Wexford Capital Lp |
5 |
| International Assets Investment Management, Llc |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| Versor Investments LP |
5 |
| FNY Partners Fund LP |
5 |
| Avantax Planning Partners, Inc. |
5 |
| Shelton Capital Management |
5 |
| Hanson & Doremus Investment Management |
5 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
5 |
| Steward Financial Group LLC |
5 |
| South Dakota Investment Council |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| Commonwealth Equity Services, Inc |
5 |
| Evercore Wealth Management, LLC |
5 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
5 |
| Teza Capital Management LLC |
5 |
| Sunbelt Securities, Inc. |
5 |
| Jade Capital Advisors, LLC |
5 |
| Clinton Group Inc |
5 |
| Symphony Asset Management Llc |
5 |
| Mason Street Advisors, Llc |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| Guardian Wealth Advisors, LLC |
5 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| DAVENPORT & Co LLC |
5 |
| Visium Asset Management, LP |
5 |
| Balentine LLC |
5 |
| Bluefin Trading, LLC |
5 |
| Kempen Capital Management N.v. |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| Quantamental Technologies LLC |
5 |
| Rise Advisors, LLC |
5 |
| GW&K Investment Management, LLC |
5 |
| Spire Wealth Management |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
5 |
| Alpha Windward Llc |
5 |
| Clear Street Markets Llc |
5 |
| Mount Yale Investment Advisors, LLC |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| Convergence Investment Partners, LLC |
5 |
| Nebula Research & Development LLC |
5 |
| Teton Advisors, Inc. |
5 |
| National Asset Management, Inc. |
5 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| Bruderman Asset Management, LLC |
5 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
5 |
| Hartford Mutual Funds Inc/ct |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
5 |
| Financial Architects, Inc |
5 |
| Perigon Wealth Management, LLC |
5 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| Ingalls & Snyder Llc |
5 |
| Cannon Global Investment Management, LLC |
5 |
| Berman Capital Advisors, LLC |
5 |
| Independent Advisor Alliance |
5 |
| SIR Capital Management, L.P. |
5 |
| Usca Ria Llc |
5 |
| Financial Synergies Wealth Advisors, Inc. |
5 |
| Denali Advisors Llc |
5 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
| Ing Groep Nv |
5 |
| Enterprise Financial Services Corp |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| Fortitude Family Office, LLC |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| Pflug Koory, LLC |
5 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
5 |
| Sound Income Strategies, LLC |
5 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
5 |
| Washington Trust Bank |
5 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
5 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
5 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
5 |
| Ameritas Investment Corp |
5 |
| Pictet Asset Management Holding SA |
5 |
| Harvey Partners, LLC |
5 |
| Valley National Advisers Inc |
5 |
| Intrinsic Edge Capital Management LLC |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
5 |
| Tide Point Capital Management, Lp |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| Bridgewater Associates, LP |
5 |
| Old National Bancorp /in/ |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
5 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
| Wedbush Securities Inc |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| Rsm Us Wealth Management Llc |
5 |
| Cullen/frost Bankers, Inc. |
5 |
| Inceptionr Llc |
5 |
| Ritholtz Wealth Management |
5 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
5 |
| IndexIQ Advisors LLC |
5 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| Schubert & Co |
5 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
5 |
| Beese Fulmer Investment Management, Inc. |
5 |
| Highland Capital Management Fund Advisors, L.p. |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| Wealthcare Capital Management Llc |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| Lake Street Advisors Group, Llc |
5 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| Leap Investments Lp |
5 |
| Daiwa Securities Group Inc. |
5 |
| Lucus Advisors Llc |
5 |
| JustInvest LLC |
5 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| Morse Asset Management, Inc |
5 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
5 |
| Thompson Davis & Co., Inc. |
5 |
| Earnest Partners Llc |
5 |
| Founders Capital Management |
5 |
| Prudential Global Short Duration High Yield Fund, Inc. |
5 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
5 |
| SG Capital Management LLC |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
5 |
| Wedge Capital Management L L P/nc |
5 |
| Securian Asset Management, Inc |
5 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
5 |
| SECOR Capital Advisors, LP |
5 |
| GV Financial Advisors |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| Sofos Investments, Inc. |
5 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
5 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| Cambridge Trust Co |
5 |
| Commerce Bank |
5 |
| GeoWealth Management, LLC |
5 |
| St Germain D J Co Inc |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
5 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| C M Bidwell & Associates Ltd |
5 |
| Diversified Trust Co |
5 |
| Kingsview Wealth Management, LLC |
5 |
| Hancock Whitney Corp |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
5 |
| AMP Capital Investors Ltd |
5 |
| Bokf, Na |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| Pine River Capital Management L.P. |
5 |
| Legacy Financial Advisors, Inc. |
5 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
5 |
| Blair William & Co/il |
5 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
| Parkwood LLC |
5 |
| Pendal Group Ltd |
5 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
5 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
5 |
| Howe & Rusling Inc |
5 |
| Cetera Investment Advisers |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| Ardsley Advisory Partners Lp |
5 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
5 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
5 |
| Meridian Wealth Partners, LLC |
5 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
5 |
| Vectors Research Management, LLC |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
| Dorsey Wright & Associates |
5 |
| State Of Michigan Retirement System |
5 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
5 |
| Cinctive Capital Management LP |
5 |
| Advisors Preferred, LLC |
5 |
| Legato Capital Management LLC |
5 |
| Private Wealth Management Group, LLC |
5 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| Csenge Advisory Group |
5 |
| Creative Financial Designs Inc /adv |
5 |
| Belvedere Trading LLC |
5 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
5 |
| Concentric Capital Strategies, LP |
5 |
| Scopus Asset Management, L.p. |
5 |
| Pearl River Capital, LLC |
5 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
5 |
| Hemington Wealth Management |
5 |
| Semanteon Capital Management, LP |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| Rydex Etf Trust |
5 |
| Yorktown Management & Research Co Inc |
5 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
5 |
| Disciplined Investments, LLC |
5 |
| Tfs Capital Investment Trust |
5 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
5 |
| Baird Robert W & Co Inc /wi/ |
5 |
| Larson Financial Group LLC |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| Hanseatic Management Services Inc |
5 |
| Standard Life Aberdeen plc |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
| Ledyard National Bank |
5 |
| ETRADE Capital Management LLC |
5 |
| First Horizon Corp |
5 |
| Bank Of Nova Scotia |
5 |
| Cresset Asset Management, LLC |
5 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
| Financial Management Professionals, Inc. |
5 |
| Capital Research Global Investors |
5 |
| WASHINGTON TRUST Co |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| Reynders McVeigh Capital Management, LLC |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
5 |
| Whitebox Advisors Llc |
5 |
| Pathstone Holdings, LLC |
5 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
5 |
| Cadence Capital Management Llc |
5 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
| DRW Securities, LLC |
5 |
| Spectrum Management Group, LLC |
5 |
| Global Financial Private Client, LLC |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
5 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
| Stephens Consulting, LLC |
5 |
| Optimum Investment Advisors |
5 |
| First Hawaiian Bank |
5 |
| Financial Gravity Companies, Inc. |
5 |
| Burt Wealth Advisors |
5 |
| Thb Asset Management |
5 |
| Ergoteles LLC |
5 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| Basso Capital Management, L.p. |
5 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
5 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
5 |
| Boston Trust Walden Corp |
5 |
| Quantitative Investment Management, LLC |
5 |
| Money Concepts Capital Corp |
5 |
| Blackrock Debt Strategies Fund, Inc. |
5 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
| Vaughan Nelson Investment Management, L.p. |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| Synovus Financial Corp |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| People's United Financial, Inc. |
5 |
| EAM Investors, LLC |
5 |
| Cordant, Inc. |
5 |
| Johnson Financial Group, Inc. |
5 |
| First Republic Investment Management, Inc. |
5 |
| Blackrock Ltd Duration Income Trust |
5 |
| New Mexico Educational Retirement Board |
5 |
| Xact Kapitalforvaltning AB |
5 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
5 |
| Hennessy Advisors Inc |
5 |
| Shepherd Kaplan Krochuk, Llc |
5 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
5 |
| Associated Banc-corp |
5 |
| Mml Investors Services, Llc |
5 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
5 |
| Lenox Wealth Advisors, LLC |
5 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
5 |
| Prospera Financial Services Inc |
5 |
| Penn Capital Management Co Inc |
5 |
| Itau Unibanco Holding S.A. |
5 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
5 |
| Koss-Olinger Consulting, LLC |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
5 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
5 |
| Campbell Multi-strategy Trust |
5 |
| Anson Funds Management LP |
5 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
5 |
| FIL Ltd |
5 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
5 |
| Plante Moran Financial Advisors, LLC |
5 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
5 |
| MCF Advisors LLC |
4 |
| Quest Capital Management Inc /adv |
4 |
| Hartline Investment Corp/ |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Gladius Capital Management LP |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
4 |
| M&r Capital Management Inc |
4 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
| Icon Advisers Inc/co |
4 |
| SOUTH STATE Corp |
4 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
4 |
| Sonora Investment Management, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
| Yaupon Capital Management LP |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Atom Investors LP |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| Lingohr & Partner Asset Management GmbH |
4 |
| S&co Inc |
4 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
4 |
| Macroview Investment Management Llc |
4 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
| R Squared Ltd |
4 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
4 |
| Mackay Shields Llc |
4 |
| Harvest Management Llc |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| Monument Capital Management |
4 |
| Mitchell Mcleod Pugh & Williams Inc |
4 |
| Magnus Financial Group LLC |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| Zeke Capital Advisors, Llc |
4 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
| Innealta Capital, Llc |
4 |
| Heritage Investors Management Corp |
4 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
| Xponance, Inc. |
4 |
| Squar Milner Financial Services Llc |
4 |
| Independence Bank of Kentucky |
4 |
| 25 Llc |
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 |
| Avantax Advisory Services, Inc. |
4 |
| Centaurus Financial, Inc. |
4 |
| Scotia Capital Inc. |
4 |
| HighPoint Advisor Group LLC |
4 |
| Ionic Capital Management LLC |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| Duality Advisers, Lp |
4 |
| Blueshift Asset Management, LLC |
4 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| FineMark National Bank & Trust |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| Horizon Investments, LLC |
4 |
| Seven Eight Capital, Lp |
4 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
4 |
| Delpha Capital Management, Llc |
4 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| Old North State Trust, LLC |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
4 |
| Yousif Capital Management, Llc |
4 |
| Artisan Partners Limited Partnership |
4 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| Boston Private Bank & Trust Co |
4 |
| FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio |
4 |
| Mv Capital Management, Inc. |
4 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
4 |
| Courier Capital Llc |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| Financial Advocates Investment Management |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
| Foresters Investment Management Company, Inc. |
4 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| Cetera Advisor Networks LLC |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| Clean Yield Group |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Allianzgi Diversified Income & Convertible Fund |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| Kalos Management, Inc. |
4 |
| Harbor Investment Advisory, Llc |
4 |
| Ramsey Quantitative Systems |
4 |
| Reilly Financial Advisors, Llc |
4 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
4 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
| Pitcairn Co |
4 |
| Asset Dedication, LLC |
4 |
| Point72 Middle East FZE |
4 |
| Renaissance Group Llc |
4 |
| CI Private Wealth, LLC |
4 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
4 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
4 |
| Exane Derivatives |
4 |
| PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
4 |
| Tyler-Stone Wealth Management |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| Maverick Capital Ltd |
4 |
| Equitable Trust Co |
4 |
| Marino, Stram & Associates Llc |
4 |
| WFG Advisors, LP |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| Penserra Capital Management LLC |
4 |
| Archford Capital Strategies, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| Brevan Howard Capital Management LP |
4 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
4 |
| Fma Advisory Inc |
4 |
| Readystate Asset Management Lp |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| Rothschild Asset Management Inc |
4 |
| Stone Run Capital, Llc |
4 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
4 |
| Corsair Capital Management, L.p. |
4 |
| Atlas Capital Advisors Llc |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| Barrett Asset Management, LLC |
4 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Financial Counselors Inc |
4 |
| Citizens Financial Group Inc/ri |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| Driehaus Capital Management Llc |
4 |
| San Francisco Sentry Investment Group (ca) |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| William Blair Investment Management, Llc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
4 |
| SVA Wealth Management, LLC |
4 |
| Cornerstone Planning Group LLC |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| Chicago Capital, LLC |
4 |
| Everett Harris & Co /ca/ |
4 |
| Adams Diversified Equity Fund, Inc. |
4 |
| Altium Wealth Management LLC |
4 |
| Invictus RG Pte. Ltd. |
4 |
| Invictus RG |
4 |
| Headlands Technologies LLC |
4 |
| Cvi Holdings, Llc |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| Security National Trust Co |
4 |
| Governors Lane LP |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| Cambria Investment Management, L.P. |
4 |
| City State Bank |
4 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
| Vanguard Horizon Funds |
4 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
4 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
4 |
| Clearbridge, Llc |
4 |
| Clear Street Llc |
4 |
| Aristides Capital LLC |
4 |
| Signet Financial Management, Llc |
4 |
| TCTC Holdings, LLC |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
| Vanguard Explorer Fund |
4 |
| Howland Capital Management Llc |
4 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
4 |
| Axq Capital, Lp |
4 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
4 |
| Fred Alger Management, Llc |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| Allstate Corp |
4 |
| Arrowgrass Capital Partners (us) Lp |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| Chilton Investment Co Llc |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| Credential Qtrade Securities Inc. |
4 |
| Azzad Asset Management Inc /adv |
4 |
| Nuveen Multi-market Income Fund |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
| Ropes Wealth Advisors Llc |
4 |
| Baird Financial Group, Inc. |
4 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| JS Capital Management LLC |
4 |
| Segantii Capital Management Ltd |
4 |
| nVerses Capital, LLC |
4 |
| Connors Investor Services Inc |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| Lincoln National Corp |
4 |
| Regentatlantic Capital Llc |
4 |
| Westport Asset Management Inc |
4 |
| Transce3nd, LLC |
4 |
| Dubuque Bank & Trust Co |
4 |
| Ameriflex Group, Inc. |
4 |
| Highlander Capital Management, LLC |
4 |
| FourThought Financial Partners, LLC |
4 |
| FourThought Financial, LLC |
4 |
| Parametrica Management Ltd |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| Monarch Partners Asset Management LLC |
4 |
| NatWest Group plc |
4 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
4 |
| Colony Group, LLC |
4 |
| Congress Asset Management Co /ma |
4 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
4 |
| AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
4 |
| Calvert Investment Management, Inc. |
4 |
| Trillium Asset Management, Llc |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| EverPoint Asset Management, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
4 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
4 |
| Fayez Sarofim & Co |
4 |
| Park Avenue Securities Llc |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Atwood & Palmer Inc |
4 |
| Boston Private Wealth Llc |
4 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
| Pillar Pacific Capital Management Llc |
4 |
| Johnson Investment Counsel Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
4 |
| BNP Paribas Investment Partners S.A. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| Sculptor Capital LP |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Central Bank & Trust Co |
4 |
| Westwood Holdings Group Inc |
4 |
| North Star Investment Management Corp. |
4 |
| FNY Managed Accounts LLC |
4 |
| BlueCrest Capital Management LLP |
4 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
4 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
| Corton Capital Inc. |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
4 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
4 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
4 |
| Eisler Capital (UK) Ltd. |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| Bulldog Investors, LLP |
4 |
| Tradewinds Capital Management, LLC |
4 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| Harbour Capital Advisors, LLC |
4 |
| GFS Advisors, LLC |
4 |
| Geneos Wealth Management Inc. |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
| Eads & Heald Wealth Management |
4 |
| Nfj Investment Group, Llc |
4 |
| Etf Managers Group, Llc |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
4 |
| First Bank & Trust |
4 |
| Perpetual Ltd |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| Farmers & Merchants Trust Co of Chambersburg PA |
4 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
4 |
| Curian Capital Llc |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| JJJ Advisors Inc. |
4 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| Perritt Capital Management Inc |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| Beach Investment Counsel Inc/pa |
4 |
| Maven Securities LTD |
4 |
| DLD Asset Management, LP |
4 |
| Empirical Finance, LLC |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Stoneridge Investment Partners Llc |
4 |
| Lee Financial Co |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| Jump Trading, LLC |
4 |
| Capital International Investors |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
| Pictet Asset Management Sa |
4 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
4 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
4 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
4 |
| Tyers Asset Management LLC |
4 |
| Motco |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
4 |
| Cigna Investments Inc /new |
4 |
| Summit Global Investments |
4 |
| Worth Venture Partners, LLC |
4 |
| Hantz Financial Services, Inc. |
4 |
| Athena Capital Advisors Llc |
4 |
| Americafirst Capital Management, Llc |
4 |
| Advantage Investment Management, Llc |
4 |
| Td Private Client Wealth Llc |
4 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
| Patriot Financial Group Insurance Agency, LLC |
4 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
| Journey Strategic Wealth Llc |
4 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
| Omnia Family Wealth, LLC |
4 |
| Schneider Capital Management Corp |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| YorkBridge Wealth Partners, LLC |
4 |
| Westside Investment Management, Inc. |
4 |
| Operose Advisors LLC |
4 |
| Bartlett & Co. LLC |
4 |
| Bollard Group LLC |
4 |
| Lido Advisors, LLC |
4 |
| Coppell Advisory Solutions LLC |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| Atlantic Trust, LLC |
4 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Cruiser Capital Advisors, Llc |
4 |
| Mangrove Partners |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| Snowden Capital Advisors LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
4 |
| Capital Bank & Trust Co |
4 |
| Freemont Management S.A. |
4 |
| 1620 Investment Advisors, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
4 |
| World Asset Management Inc |
4 |
| Marquette Asset Management, LLC |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| Belpointe Asset Management LLC |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| Pnc Funds |
4 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
4 |
| Cerebellum GP, LLC |
4 |
| Regal Investment Advisors LLC |
4 |
| SG3 Management, LLC |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| Formidable Asset Management, LLC |
4 |
| DC Investments Management, LLC |
4 |
| Westwood Management Corp /il/ |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| Boston Advisors Llc |
4 |
| Vontobel Holding Ltd. |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| Albert D Mason Inc |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| First Citizens Bank & Trust Co |
4 |
| Inspire Advisors, LLC |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
4 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
| Cornerstone Advisors, Inc. |
4 |
| MQS Management LLC |
4 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| CenterStar Fund, LLC |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
4 |
| Putnam Fl Investment Management Co |
4 |
| HFM Investment Advisors, LLC |
4 |
| NewSquare Capital LLC |
4 |
| Quest Partners LLC |
4 |
| Addison Advisors LLC |
4 |
| High Note Wealth, LLC |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
4 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
4 |
| Ascend Capital, Llc |
4 |
| RBF Capital, LLC |
4 |
| Iron Horse Wealth Management, LLC |
4 |
| Nuveen Global High Income Fund |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
4 |
| Blackstone / Gso Long-short Credit Income Fund |
4 |
| Blackstone / Gso Senior Floating Rate Term Fund |
4 |
| Natixis |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Raymond James Trust N.a. |
4 |
| Hexagon Capital Partners LLC |
4 |
| Clark Capital Management Group, Inc. |
4 |
| Glg Llc |
4 |
| TIG Advisors, LLC |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| Knight Capital Group, Inc. |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
4 |
| Bel Air Investment Advisors Llc |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
| M&g Investment Management Ltd |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| Anchor Capital Advisors Llc |
4 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
| Eagle Asset Management Inc |
4 |
| Rockefeller Financial Services Inc |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Cutter & CO Brokerage, Inc. |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| Mather Group, Llc. |
4 |
| MUFG Securities EMEA plc |
4 |
| TradeLink Capital LLC |
4 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| Hussman Strategic Advisors, Inc. |
4 |
| AlphaMark Advisors, LLC |
4 |
| Palmer Square Opportunistic Income Fund |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| Red Tortoise LLC |
4 |
| Hudock, Inc. |
4 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| First Midwest Bank Trust Division |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| Cullen Capital Management, LLC |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| Hartford Investment Management Co |
4 |
| Hartford Financial Management Inc. |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| Rivernorth Opportunities Fund, Inc. |
4 |
| Agf Investments Inc. |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
4 |
| Ziegler Capital Management, LLC |
4 |
| Catawba Capital Management /va |
4 |
| Ares Dynamic Credit Allocation Fund, Inc. |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| First Wilshire Securities Management Inc |
4 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
| Rialto Wealth Management, LLC |
4 |
| Oakbrook Investments Llc |
4 |
| Eastern Bank |
4 |
| Sigma Planning Corp |
4 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
4 |
| DnB Asset Management AS |
4 |
| Cohen Capital Management, Inc. |
4 |
| Parasol Investment Management, LLC |
4 |
| Lmcg Investments, Llc |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| City Holding Co |
4 |
| Fiduciary Trust Co |
4 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
4 |
| Fruth Investment Management |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
4 |
| First American Bank |
4 |
| Putnam Premier Income Trust |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| Winton Diversified Opportunities Fund |
4 |
| Vident Advisory, LLC |
4 |
| Mirabella Financial Services Llp |
4 |
| Covington Capital Management |
4 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
4 |
| TD Waterhouse Canada Inc. |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| Manning & Napier Advisors Llc |
4 |
| Jump Trading, Llc |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Kimelman & Baird, LLC |
4 |
| Rehmann Capital Advisory Group |
4 |
| Mairs & Power Inc |
4 |
| Baystate Wealth Management LLC |
4 |
| Ethic Inc. |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
4 |
| Wunderlich Securities, Inc. |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
4 |
| FORA Capital, LLC |
4 |
| Invenomic Capital Management LP |
4 |
| Nbc Securities, Inc. |
4 |
| Atlanta Capital Management Co L L C |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| Hollencrest Capital Management |
4 |
| Sierra Ocean, Llc |
4 |
| Relative Value Fund |
4 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| Golden State Wealth Management, LLC |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| Americana Partners, LLC |
4 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
| Toth Financial Advisory Corp |
4 |
| J. Goldman & Co LP |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
4 |
| Comerica Securities,inc. |
4 |
| Krilogy Financial LLC |
4 |
| Banque Cantonale Vaudoise |
4 |
| Moody National Bank Trust Division |
4 |
| Confluence Investment Management Llc |
4 |
| Scoggin Management Lp |
4 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| EagleClaw Capital Managment, LLC |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Profunds - Profund Vp Oil & Gas |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| Homrich & Berg |
4 |
| Gts Securities Llc |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| CTC Alternative Strategies, Ltd. |
4 |
| Cookson Peirce & Co Inc |
4 |
| Lehman Financial Resources, Inc. |
4 |
| Princeton Global Asset Management LLC |
4 |
| Ajo, Lp |
4 |
| Tredje AP-fonden |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| General American Investors Co Inc |
3 |
| Proffitt & Goodson Inc |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| Voya Senior Income Fund |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| Princeton Capital Management Llc |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| First National Trust Co |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| Grandfield & Dodd, Llc |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Obermeyer Wood Investment Counsel, Lllp |
3 |
| Strengthening Families & Communities, LLC |
3 |
| Meteora Capital, LLC |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| Penobscot Investment Management Company, Inc. |
3 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
3 |
| Nuveen Floating Rate Income Fund |
3 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Mar Vista Investment Partners Llc |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
3 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| Banque Pictet & Cie Sa |
3 |
| American Trust |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| Lynx Investment Advisory |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| Simplicity Wealth,LLC |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
3 |
| Blackstone / Gso Strategic Credit Fund |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
3 |
| Oppenheimer Variable Account Funds |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| Checchi Capital Advisers, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
| Global X Japan Co., Ltd. |
3 |
| LBA Wealth Management, LLC |
3 |
| Community Bank, N.A. |
3 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| Gdl Fund |
3 |
| Corrado Advisors, Llc |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| Iberiabank Corp |
3 |
| Patten & Patten Inc/tn |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| Sheets Smith Wealth Management |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
3 |
| Soroban Capital Partners LP |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| Sterneck Capital Management, LLC |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| American Funds Insurance Series |
3 |
| Pinnacle Financial Partners Inc |
3 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
| Kentucky Retirement Systems |
3 |
| Gupta Wealth Management LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| Sentry Investment Management Llc |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
3 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
3 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Byrne Asset Management LLC |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
3 |
| DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
3 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
| Transamerica Partners Funds Group |
3 |
| Patten Group, Inc. |
3 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| HB Wealth Management, LLC |
3 |
| ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| Special Opportunities Fund, Inc. |
3 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| CastleKnight Management LP |
3 |
| D'Orazio & Associates, Inc. |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| Cypress Capital Group |
3 |
| Wealthfront Inc |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
3 |
| LifePlan Financial Group, Inc |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| MIDSX - Midas Series Trust - Midas Fund |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
3 |
| Nicholas Investment Partners, LP |
3 |
| Credit Suisse Asset Management Income Fund Inc |
3 |
| PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
3 |
| First City Capital Management, Inc. |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| Kayne Anderson Mlp Investment Co |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF |
3 |
| Sagefield Capital LP |
3 |
| Eaton Vance Floating-rate Income Plus Fund |
3 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| King Luther Capital Management Corp |
3 |
| Global X Funds |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| First Foundation Advisors |
3 |
| Mfs Charter Income Trust |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| Neuberger Berman Mlp Income Fund Inc. |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| CenterBook Partners LP |
3 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| Dearborn Partners Llc |
3 |
| PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
3 |
| Cohen & Steers, Inc. |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Tower Bridge Advisors |
3 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
| RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
3 |
| Neuberger Berman High Yield Strategies Fund Inc. |
3 |
| Epoch Investment Partners, Inc. |
3 |
| Eaton Vance Short Duration Diversified Income Fund |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| Saturna Capital CORP |
3 |
| Castle Creek Arbitrage, LLC |
3 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
| Jpmorgan Trust Iii |
3 |
| RMB Capital Management, LLC |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| Mfs Multimarket Income Trust |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
| Azimuth Capital Management LLC |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Blackrock Floating Rate Income Trust |
3 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
| HBK Sorce Advisory LLC |
3 |
| Dorsey & Whitney Trust CO LLC |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
3 |
| Boulder Hill Capital Management Lp |
3 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
| CoreCap Advisors, LLC |
3 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
3 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Analytic Investors, LLC |
3 |
| UMA Financial Services, Inc. |
3 |
| Woodmont Investment Counsel Llc |
3 |
| Cypress Capital Management Llc |
3 |
| Cion Ares Diversified Credit Fund |
3 |
| Credit Suisse High Yield Bond Fund |
3 |
| Greenleaf Trust |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Ramius Advisors Llc |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| Evoke Wealth, Llc |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| Calamos Global Total Return Fund |
3 |
| Buckingham Strategic Partners |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| Arden Trust Co |
3 |
| Toews Corp /adv |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| Principal Street Partners, LLC |
3 |
| Benjamin Edwards Inc |
3 |
| Beech Hill Advisors, Inc. |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
3 |
| Pioneer High Income Trust |
3 |
| Freestone Grove Partners LP |
3 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| Shaolin Capital Management LLC |
3 |
| IMC-Chicago, LLC |
3 |
| Welch & Forbes Llc |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| Liberty Wealth Management Llc |
3 |
| Treasurer of the State of North Carolina |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Albar Capital Ltd |
3 |
| Voleon Capital Management Lp |
3 |
| LRI Investments, LLC |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Aspire Private Capital, LLC |
3 |
| Claro Advisors LLC |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| Wealthfront Advisers Llc |
3 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| Headinvest, Llc |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Ameritas Advisory Services, LLC |
3 |
| Alera Investment Advisors, LLC |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Cypress Wealth Services, LLC |
3 |
| Neo Ivy Capital Management |
3 |
| Aries Wealth Management |
3 |
| Calton & Associates, Inc. |
3 |
| Clarus Wealth Advisors |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Swedbank AB |
3 |
| Wealthstreet Investment Advisors, LLC |
3 |
| Trilogy Capital Inc. |
3 |
| Brightline Capital Management, Llc |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| Tibra Equities Europe Ltd |
3 |
| Keystone Financial Group |
3 |
| Vazirani Asset Management LLC |
3 |
| Sun Life Financial Inc |
3 |
| Sandbar Asset Management LLP |
3 |
| 9258 Wealth Management, LLC |
3 |
| Trustcore Financial Services, Llc |
3 |
| Crewe Advisors LLC |
3 |
| Taylor Hoffman Wealth Management |
3 |
| MBM Wealth Consultants, LLC |
3 |
| Covalis Capital Llp |
3 |
| Apollon Wealth Management, LLC |
3 |
| Townsquare Capital Llc |
3 |
| Aviance Capital Partners, LLC |
3 |
| BancorpSouth Bank |
3 |
| Carmel Capital Partners, LLC |
3 |
| Aptus Capital Advisors, LLC |
3 |
| Parisi Gray Wealth Management |
3 |
| Kaizen Advisory, Llc |
3 |
| Icon Wealth Partners, LLC |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| Northstar Capital Management Llc |
3 |
| Riverview Trust Co |
3 |
| Alphasimplex Group, Llc |
3 |
| 180 Wealth Advisors, Llc |
3 |
| Alphacrest Capital Management Llc |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| Riverwater Partners LLC |
3 |
| Truewealth Llc |
3 |
| Merit Financial Group, LLC |
3 |
| Edmond De Rothschild (suisse) S.a. |
3 |
| Providence Capital Advisors, LLC |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Allred Capital Management, LLC |
3 |
| K2 Principal Fund, L.p. |
3 |
| Accordant Advisory Group Inc |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Plimoth Trust Co Llc |
3 |
| First Command Advisory Services, Inc. |
3 |
| MainStreet Investment Advisors LLC |
3 |
| Boston Financial Mangement Llc |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Impax Asset Management Group plc |
3 |
| Woodard & Co Asset Management Group Inc /adv |
3 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
3 |
| Fort Baker Capital Management LP |
3 |
| Cowen And Company, Llc |
3 |
| Avestar Capital, LLC |
3 |
| Diametric Capital, LP |
3 |
| Ifrah Financial Services, Inc. |
3 |
| Virtue Capital Management, LLC |
3 |
| Kings Point Capital Management |
3 |
| Kavar Capital Partners, LLC |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| Exeter Financial, LLC |
3 |
| Wagner Wealth Management, Llc |
3 |
| Cozad Asset Management Inc |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| Boenning & Scattergood, Inc. |
3 |
| Avitas Wealth Management LLC |
3 |
| Centerpoint Advisors, LLC |
3 |
| Winthrop Partners - Wny, Llc |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| McIlrath & Eck, LLC |
3 |
| JGP Wealth Management, LLC |
3 |
| Varma Mutual Pension Insurance Co |
3 |
| Mainstay Capital Management Llc /adv |
3 |
| Locust Wood Capital Advisers, Llc |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Emerald Investment Partners, Llc |
3 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
3 |
| CX Institutional |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| EAM Global Investors LLC |
3 |
| Ceredex Value Advisors LLC |
3 |
| Elmwood Wealth Management, Inc. |
3 |
| WHV Investments, Inc. |
3 |
| Rice Partnership, LLC |
3 |
| Chesapeake Wealth Management |
3 |
| Reliance Trust Co Of Delaware |
3 |
| Heritage Wealth Advisors |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| Krane Funds Advisors LLC |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Braun-Bostich & Associates Inc. |
3 |
| Gables Capital Management Inc. |
3 |
| American Capital Advisory, LLC |
3 |
| Reuter James Wealth Management, Llc |
3 |
| Hikari Power Ltd |
3 |
| Eisler Capital Management Ltd. |
3 |
| Hendley & Co Inc |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| Spinnaker Trust |
3 |
| Wedmont Private Capital |
3 |
| Linscomb & Williams, Inc. |
3 |
| Rathbone Brothers plc |
3 |
| Ashfield Capital Partners, LLC |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| Colonial Trust Advisors |
3 |
| JB Capital LLC |
3 |
| Passport Capital, LLC |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Clear Investment Research, Llc |
3 |
| Pointe Capital Management LLC |
3 |
| Sit Investment Associates Inc |
3 |
| Wesbanco Bank Inc |
3 |
| Griffin Asset Management, Inc. |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Globeflex Capital L P |
3 |
| Qci Asset Management Inc/ny |
3 |
| PointState Capital LP |
3 |
| Voisard Asset Management Group, Inc. |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| Fulton Breakefield Broenniman Llc |
3 |
| Alyeska Investment Group, L.P. |
3 |
| Private Bank & Trust Co |
3 |
| Entropy Technologies, LP |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Goelzer Investment Management, Inc. |
3 |
| Aspect Partners, LLC |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Walnut Level Capital LLC |
3 |
| Westport Resources Management Inc |
3 |
| Guyasuta Investment Advisors Inc |
3 |
| First United Bank Trust/ |
3 |
| Beck Mack & Oliver Llc |
3 |
| Activest Wealth Management |
3 |
| North Star Asset Management Inc |
3 |
| Trust Co Of Oklahoma |
3 |
| Caitlin John, LLC |
3 |
| Ironwood Investment Management Llc |
3 |
| BKD Wealth Advisors, LLC |
3 |
| Shell Asset Management Co |
3 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
| Primecap Management Co/ca/ |
3 |
| Accurate Wealth Management, LLC |
3 |
| Northwest Investment Counselors, Llc |
3 |
| YHB Investment Advisors, Inc. |
3 |
| Advisor Resource Council |
3 |
| Nelson Capital Management, LLC |
3 |
| Bbva Usa |
3 |
| Eagle Bay Advisors LLC |
3 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
3 |
| EntryPoint Capital, LLC |
3 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
3 |
| Fiduciary Group LLC |
3 |
| Bp Plc |
3 |
| Honeywell International Inc |
3 |
| Haverford Trust Co |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| Jensen Investment Management Inc |
3 |
| Scientech Research LLC |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Pallas Capital Advisors LLC |
3 |
| Emerald Advisers, Llc |
3 |
| Shikiar Asset Management Inc |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Optiver Holding B.V. |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Essex Financial Services, Inc. |
3 |
| Parsec Financial Management, Inc. |
3 |
| AXS Investments LLC |
3 |
| Ballentine Partners, LLC |
3 |
| Whalerock Point Partners, Llc |
3 |
| Hl Financial Services Llc |
3 |
| Palladium Partners Llc |
3 |
| PGGM Investments |
3 |
| Parnassus Investments /ca |
3 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
3 |
| Addison Capital Co |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| BNE - ETF Series Solutions - Blue Horizon BNE ETF |
3 |
| Sky Investment Group LLC |
3 |
| Waddell & Reed Financial Inc |
3 |
| Advisor Partners Llc |
3 |
| Tiedemann Advisors, Llc |
3 |
| AMF Pensionsforsakring AB |
3 |
| Naples Global Advisors, Llc |
3 |
| 40 North Management LLC |
3 |
| Eidelman Virant Capital |
3 |
| Windward Capital Management Co /ca |
3 |
| PGIM Short Duration High Yield Opportunities Fund |
3 |
| Davis Selected Advisers |
3 |
| Dividend Asset Capital, Llc |
3 |
| Valmark Advisers, Inc. |
3 |
| Montecito Bank & Trust |
3 |
| New Age Alpha Advisors, LLC |
3 |
| 44 Wealth Management Llc |
3 |
| IMA Wealth, Inc. |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
3 |
| ClearAlpha Technologies LP |
3 |
| Orion Capital Management LLC |
3 |
| Chesapeake Capital Corp /il/ |
3 |
| Kozak & Associates, Inc. |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| Concord Wealth Partners |
3 |
| Bright Rock Capital Management, Llc |
3 |
| Community Financial Services Group, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Tortoise Investment Management, LLC |
3 |
| Mcdonald Partners Llc |
3 |
| First Merchants Corp |
3 |
| Polymer Capital Management (US) LLC |
3 |
| Rothschild Investment Corp /il |
3 |
| Polar Capital Holdings Plc |
3 |
| Sachetta, LLC |
3 |
| Synergy Financial Management, LLC |
3 |
| Gateway Investment Advisers Llc |
3 |
| Bridgefront Capital, LLC |
3 |
| Dowling & Yahnke Llc |
3 |
| Coastline Trust Co |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Westchester Capital Management, LLC |
3 |
| Thomasville National Bank |
3 |
| Vantage Consulting Group Inc |
3 |
| Field & Main Bank |
3 |
| Veriti Management LLC |
3 |
| CBOE Vest Financial, LLC |
3 |
| Chase Investment Counsel Corp |
3 |
| Rockland Trust Co |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| Maryland State Retirement & Pension System |
3 |
| Osborne Partners Capital Management, Llc |
3 |
| Bridges Investment Management Inc |
3 |
| Kesler, Norman & Wride, LLC |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| Delta Lloyd Nv |
3 |
| Mizuho Markets Americas Llc |
3 |
| Bb&t Securities, Llc |
3 |
| Vigilant Capital Management, LLC |
3 |
| River & Mercantile Asset Management Llp |
3 |
| Stableford Capital Ii Llc |
3 |
| North American Management Corp |
3 |
| Duncker Streett & Co Inc |
3 |
| Charter Trust Co |
3 |
| Kanaly Trust Co |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Prentiss Smith & Co Inc |
3 |
| Wbh Advisory Inc |
3 |
| Bellwether Advisors, LLC |
3 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
3 |
| Nova Wealth Management, Inc. |
3 |
| TD Capital Management LLC |
3 |
| Mizuho Securities Usa Llc |
3 |
| Breton Hill Capital Ltd. |
3 |
| Pinnacle Associates Ltd |
3 |
| MTM Investment Management, LLC |
3 |
| Sage Mountain Advisors LLC |
3 |
| Martin Currie Ltd |
3 |
| Markel Corp |
3 |
| Goodwin Investment Advisory |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| Eagle Global Advisors Llc |
3 |
| Bare Financial Services, Inc |
3 |
| Natixis Investment Managers International |
3 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
3 |
| Radcliffe Capital Management, L.P. |
3 |
| Avalon Advisors, Llc |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| Linden Advisors Lp |
3 |
| Millstone Evans Group, LLC |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| GLG Partners LP |
3 |
| American Trust Investment Advisors, LLC |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| WPG Advisers, LLC |
3 |
| Saba Capital Management, L.P. |
3 |
| Maple Capital Management, Inc. |
3 |
| Bluefin Capital Management, Llc |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| Founders Financial Alliance, LLC |
3 |
| TFC Financial Management |
3 |
| Taurus Asset Management, Llc |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| First Pacific Financial |
3 |
| Cushing Asset Management, Lp |
3 |
| Westend Capital Management LLC |
3 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| Naples Money Management LLC |
3 |
| Integre Asset Management, LLC |
3 |
| Calamos Advisors LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| Lapides Asset Management, LLC |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| BIGTX - Monteagle Funds - The Texas Fund Class I |
3 |
| Westfield Capital Management Co Lp |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| Conning Inc. |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| Denver Investment Advisors Llc |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| First Interstate Bank |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| McKinley Carter Wealth Services, Inc. |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| Cribstone Capital Management, LLC |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Papp L Roy & Associates |
3 |
| Zwj Investment Counsel Inc |
3 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
| Security National Bank Of Sioux City Iowa /ia/ |
3 |
| Korea Investment CORP |
3 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Jain Global LLC |
3 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
3 |
| Royal London Asset Management Ltd |
3 |
| Intersect Capital LLC |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Klingenstein Fields & Co Lp |
3 |
| Winslow Capital Management, LLC |
3 |
| M Holdings Securities, Inc. |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| WealthTrust Fairport, LLC |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Folger Hill Asset Management LP |
3 |
| Contran Corp |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Farmers Trust Co |
3 |
| Hm Payson & Co |
3 |
| Hexavest Inc. |
3 |
| Albion Financial Group /ut |
3 |
| Triangle Securities Wealth Management |
3 |
| IBM Retirement Fund |
3 |
| Jackson Square Capital, Llc |
3 |
| Nine Chapters Capital Management LLC |
3 |
| Bessemer Securities Llc |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Colony Group Llc |
3 |
| FormulaFolio Investments, LLC |
3 |
| Concorde Asset Management, LLC |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| Prio Wealth Limited Partnership |
3 |
| Sabal Trust CO |
3 |
| Connor Clark & Lunn Investment Management Ltd |
3 |
| Hall Laurie J Trustee |
3 |
| Janney Capital Management LLC |
3 |
| Citizens National Bank Trust Department |
3 |
| Appleton Partners Inc/ma |
3 |
| ADKSX - Adirondack Funds - Adirondack Small Cap Fund |
3 |
| 1st Global Advisors, Inc. |
3 |
| Integral Derivatives, LLC |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| American Research & Management Co. |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Winch Advisory Services, LLC |
3 |
| Kwmg, Llc |
3 |
| Neville Rodie & Shaw Inc |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| Leavell Investment Management, Inc. |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| American National Bank |
3 |
| F&C Asset Management plc |
3 |
| Anchor Investment Management, LLC |
3 |
| Addenda Capital Inc. |
3 |
| Foundry Partners, LLC |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Malaga Cove Capital, LLC |
3 |
| Bowen Hanes & Co Inc |
3 |
| Calamos Long/Short Equity & Dynamic Income Trust |
3 |
| Delta Asset Management Llc/tn |
3 |
| BLB&B Advisors, LLC |
3 |
| Fir Tree Capital Management Lp |
3 |
| Benin Management CORP |
3 |
| Barnett & Company, Inc. |
3 |
| Quotient Investors, LLC |
3 |
| CVA Family Office, LLC |
3 |
| Argent Advisors, Inc. |
3 |
| First Financial Corp /in/ |
3 |
| Davis R M Inc |
3 |
| Twinbeech Capital Lp |
3 |
| United Community Bank |
3 |
| Webster Bank, N. A. |
3 |
| Whipplewood Advisors, LLC |
3 |
| Telemus Capital, Llc |
3 |
| Nixon Peabody Trust Co |
3 |
| Cullinan Associates Inc |
3 |
| Country Trust Bank |
3 |
| Exchange Capital Management, Inc. |
3 |
| Sandler Capital Management |
3 |
| Contravisory Investment Management, Inc. |
3 |
| New England Asset Management Inc |
3 |
| Carroll Financial Associates, Inc. |
3 |
| Arkadios Wealth Advisors |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Qrg Capital Management, Inc. |
3 |
| Woodstock Corp |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| Mitchell Sinkler & Starr/pa |
3 |
| Monaco Asset Management SAM |
3 |
| Indiana Trust & Investment Management CO |
3 |
| Woodline Partners LP |
3 |
| EPG Wealth Management LLC |
3 |
| New England Research & Management, Inc. |
3 |
| CHICAGO TRUST Co NA |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| Hilton Capital Management, LLC |
3 |
| Appian Way Asset Management LP |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| Brookfield BHS Advisors LLC |
3 |
| Bath Savings Trust Co |
3 |
| Kistler-Tiffany Companies, LLC |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Stock Yards Bank & Trust Co |
3 |
| Fulton Bank, N.a. |
3 |
| PSI Advisors, LLC |
3 |
| Beacon Financial Group |
3 |
| Park National Corp /oh/ |
3 |
| Pinz Capital Management, LP |
3 |
| Modera Wealth Management, LLC |
3 |
| Keebeck Alpha, LP |
3 |
| Monashee Investment Management LLC |
3 |
| Halpern Financial, Inc. |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Illinois Municipal Retirement Fund |
3 |
| Gendell Jeffrey L |
3 |
| Boston Common Asset Management, LLC |
3 |
| Venture Visionary Partners LLC |
3 |
| Nwam Llc |
3 |
| Salem Investment Counselors Inc |
3 |
| Capital International Sarl |
3 |
| Cobalt Capital Management, Inc. |
3 |
| Capital International Ltd /ca/ |
3 |
| Forbes J M & Co Llp |
3 |
| HighTower Trust Services, LTA |
3 |
| Kcm Investment Advisors Llc |
3 |
| Logan Capital Management Inc |
3 |
| Guidance Capital, Inc |
3 |
| UniSuper Management Pty Ltd |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| DSAM Partners (London) Ltd |
3 |
| Oarsman Capital, Inc. |
3 |
| One Capital Management, LLC |
3 |
| CAPROCK Group, Inc. |
3 |
| ORG Partners LLC |
3 |
| Norinchukin Bank, The |
3 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
| Roberts Glore & Co Inc /il/ |
3 |
| American National Registered Investment Advisor, Inc. |
3 |
| Roosevelt Investment Group Llc |
3 |
| Alexandria Capital, LLC |
3 |
| Willingdon Wealth Management |
3 |
| Ironwood Financial, llc |
3 |
| American National Insurance Co /tx/ |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| Artemis Investment Management LLP |
3 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
| Winfield Associates, Inc. |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| Covenant Multifamily Offices, LLC |
3 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
| Argent Trust Co |
3 |
| Arrow Financial Corp |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| Karpus Management, Inc. |
3 |
| Comerica Securities Inc |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| Utah Retirement Systems |
3 |
| Tiemann Investment Advisors, Llc |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
3 |
| AllSquare Wealth Management LLC |
3 |
| Nbt Bank N A /ny |
3 |
| Burney Co/ |
3 |
| Destination Wealth Management |
3 |
| Ninety One UK Ltd |
3 |
| Partnervest Advisory Services LLC |
3 |
| Chicago Partners Investment Group LLC |
3 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
| Ckw Financial Group |
3 |
| River Wealth Advisors LLC |
3 |
| Argent Capital Management Llc |
3 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
| Monetary Management Group Inc |
3 |
| VCCBX - VALIC Co II - Core Bond Fund |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| Aviva Plc |
3 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
3 |
| Palisade Asset Management, LLC |
3 |
| Live Your Vision, LLC |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| Pine Valley Investments Ltd Liability Co |
3 |
| Peoples Financial Services Corp. |
3 |
| Carderock Capital Management Inc |
3 |
| Candriam Luxembourg S.C.A. |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| Harding Loevner Lp |
3 |
| Pennsylvania Trust Co |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| National Pension Service |
3 |
| Skylands Capital, LLC |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Boston Research & Management Inc |
3 |
| First American Trust, Fsb |
3 |
| Berkshire Asset Management Llc/pa |
3 |
| Cape Cod Five Cents Savings Bank |
3 |
| South Texas Money Management Ltd |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| Tucker Asset Management Llc |
3 |
| Cowen Group, Inc. |
3 |
| Capital Guardian Trust Co |
3 |
| Capital International Inc /ca/ |
3 |
| Koch Industries Inc |
3 |
| Wendell David Associates Inc |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
3 |
| Middleton & Co Inc/ma |
3 |
| Crestline Management, LP |
3 |
| ELCV - Strategy Shares - Eventide High Dividend ETF |
3 |
| Somerset Trust Co |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Kemper Corp Master Retirement Trust |
3 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
3 |
| VCTPX - VALIC Co I - Inflation Protected Fund |
3 |
| VCSMX - VALIC Co I - Small Cap Fund |
3 |
| Forward Management, LLC |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
| Berkley W R Corp |
3 |
| Echo Street Capital Management LLC |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| Grace Capital |
3 |
| Crestwood Advisors Group LLC |
3 |
| Freestone Capital Holdings, LLC |
3 |
| Kepos Capital LP |
3 |
| Dean Capital Management |
3 |
| Richard Bernstein Advisors LLC |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| Tsfg, Llc |
3 |
| Highland Capital Management, Llc |
3 |
| Chemical Bank |
3 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
3 |
| Apriem Advisors |
3 |
| Amerivest Investment Management LLC |
3 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
| Tfo-tdc, Llc |
3 |
| Blume Capital Management, Inc. |
3 |
| Mendel Money Management |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| Capital Analysts, Inc. |
3 |
| Flow Traders U.s. Llc |
3 |
| Budros, Ruhlin & Roe, Inc. |
3 |
| Wbi Investments, Inc. |
3 |
| Morningstar Investment Services LLC |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
3 |
| Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
| Girard Partners Ltd. |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
3 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
| Mariner Investment Group Llc |
3 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| Parsons Capital Management Inc/ri |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| Lcnb Corp |
3 |
| Cypress Asset Management Inc/tx |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| Meitav Dash Investments Ltd |
3 |
| Pittenger & Anderson Inc |
3 |
| 1832 Asset Management L.P. |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| Sanders Morris Harris Llc |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| WealthPLAN Partners, LLC |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Atlantic Union Bankshares Corp |
3 |
| TRUE Private Wealth Advisors |
3 |
| JNBA Financial Advisors |
3 |
| Grove Bank & Trust |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| V Wealth Advisors LLC |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| Monarch Capital Management Inc/ |
3 |
| VGI Partners Ltd |
3 |
| Savior LLC |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| Private Ocean, LLC |
3 |
| Portolan Capital Management, LLC |
3 |
| Tributary Capital Management, LLC |
3 |
| Bank Of The West |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Mint Tower Capital Management B.V. |
3 |
| Douglas Lane & Associates, LLC |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| Old Second National Bank Of Aurora |
3 |
| Andra AP-fonden |
3 |
| Exane Asset Management |
3 |
| Strategic Financial Services, Inc, |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| Green Square Capital Advisors Llc |
3 |
| Tradition Capital Management Llc |
3 |
| SpiderRock Trading LLC |
3 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
3 |
| Cornerstone Advisors Inc |
3 |
| Li Winifred I |
3 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
| Zesiger Capital Group Llc |
3 |
| New England Securities Corp /MA/ |
3 |
| Chartwell Investment Partners/pa |
3 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
| SageView Advisory Group, LLC |
3 |
| J.Safra Asset Management Corp |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Forsta Ap-fonden |
3 |
| Diamond Hill Capital Management Inc |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
| Alpine Woods Capital Investors, Llc |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| Simmons Bank |
3 |
| Meeder Advisory Services, Inc. |
3 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
| Numerai GP LLC |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| Veritable, L.P. |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| Ally Financial Inc. |
3 |
| Bragg Financial Advisors, Inc |
3 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
| Bahl & Gaynor Inc |
3 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
3 |
| Crawford Investment Counsel Inc |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| Coho Partners, Ltd. |
3 |
| Kalmar Investments Inc /de/ |
3 |
| RK Capital Management, LLC |
3 |
| Rafferty Asset Management, LLC |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Donaldson Capital Management, Llc |
3 |
| First Allied Advisory Services, Inc. |
3 |
| Edmond de Rothschild (Europe) |
3 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Adams Natural Resources Fund, Inc. |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| Tcw Group Inc |
3 |
| Princeton Portfolio Strategies Group LLC |
3 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
| Greenland Capital Management LP |
3 |
| Williams Jones & Associates LLC |
3 |
| Peoples Bank /oh |
3 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
3 |
| Lomas Capital Management, LLC |
3 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| Zions Bancorporation |
3 |
| Park Place Capital Corp |
3 |
| Rivernorth Capital Management, Llc |
3 |
| Virtus ETF Advisers LLC |
3 |
| Talara Capital Management, LLC |
3 |
| Vollero Beach Capital Partners LLC |
3 |
| Twin Tree Management, LP |
3 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
3 |
| Redmond Asset Management, LLC |
3 |
| Glenmede Investment Management, LP |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| Moran Wealth Management, LLC |
3 |
| Philadelphia Trust Co |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| Kayne Anderson Capital Advisors Lp |
3 |
| Madison Investment Holdings Inc |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| CSat Investment Advisory, L.P. |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| Bronson Point Management LLC |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| Zimmer Partners, LP |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| Sciencast Management LP |
3 |
| Lloyds Banking Group plc |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| Rocky Mountain Advisers, Llc |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| Bontempo Ohly Capital Mgmt Llc |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| Maple Rock Capital Partners Inc. |
3 |
| Chesley Taft & Associates LLC |
3 |
| Cedar Capital, Llc |
3 |
| Mosaic Family Wealth, LLC |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Bleakley Financial Group, LLC |
3 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
| First National Bank Of Omaha |
3 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
3 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
3 |
| Trustmark National Bank Trust Department |
3 |
| Bluestein R H & Co |
3 |
| Carmignac Gestion |
3 |
| Westpac Banking Corp |
3 |
| Cincinnati Insurance Co |
3 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
| Cahill Financial Advisors Inc |
3 |
| Capula Management Ltd |
3 |
| Mendota Financial Group, LLC |
3 |
| Herndon Capital Management Llc |
3 |
| First Personal Financial Services |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Cannell Peter B & Co Inc |
3 |
| Violich Capital Management, Inc. |
3 |
| Walter & Keenan Financial Consulting Co /mi/ /adv |
3 |
| Birch Hill Investment Advisors LLC |
3 |
| Nuance Investments, Llc |
3 |
| Baldwin Investment Management, LLC |
3 |
| Cottage Street Advisors LLC |
3 |
| Sanctuary Advisors, LLC |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Klingman & Associates, LLC |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| Schnieders Capital Management Llc |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Payden & Rygel |
3 |
| MMCAP International Inc. SPC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| Kestra Investment Management, LLC |
3 |
| Tiverton Asset Management Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| Spears Abacus Advisors LLC |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| Green Valley Investors Llc |
3 |
| Creative Capital Management Investments LLC |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| CWA Asset Management Group, LLC |
3 |
| Sumit Capital, Llc |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| Prudential Plc |
3 |
| Sumitomo Life Insurance Co |
3 |
| Green Arrow Capital Management Llc |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| Holderness Investments Co |
3 |
| Colonial Trust Co / SC |
3 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
3 |
| Wetherby Asset Management Inc |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| AHOY - Tidal ETF Trust - Newday Ocean Health ETF |
3 |
| Loeb Offshore Management LP |
3 |
| Douglass Winthrop Advisors, LLC |
3 |
| TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| SevenBridge Financial Group, LLC |
3 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
3 |
| NuWave Investment Management, LLC |
3 |
| Estabrook Capital Management |
3 |
| Man Investments Ltd |
3 |
| Cable Hill Partners, LLC |
3 |
| Pentwater Capital Management LP |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| Alerus Financial Na |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| Cascade Investment Advisors, Inc. |
3 |
| AMG National Trust Bank |
3 |
| Brown Advisory Securities, LLC |
3 |
| Zevin Asset Management Llc |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
| Bellwether Investment Group, LLC |
3 |
| Aspiriant, Llc |
3 |
| Wilmington Funds Management Corp |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| Scarborough Advisors, LLC |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
| Ibex Wealth Advisors |
3 |
| Guidant Wealth Advisors |
3 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
3 |
| Jacobi Capital Management LLC |
3 |
| Kepos Capital LP |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
| Simon Quick Advisors, Llc |
3 |
| NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF |
3 |
| Norway Savings Bank |
3 |
| First Command Bank |
3 |
| First Command Financial Services, Inc. |
3 |
| Mascoma Wealth Management LLC |
3 |
| AGF Investments LLC |
3 |
| LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| Oxford Financial Group Ltd |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| Millburn Ridgefield Corp |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| Boys Arnold & Co Inc |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| Perennial Advisors, LLC |
3 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
3 |
| McAdam, LLC |
3 |
| Glenview Trust Co |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Smith Shellnut Wilson Llc /adv |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| Covenant Asset Management, LLC |
3 |
| Boston Family Office Llc |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| Good Life Advisors, LLC |
3 |
| Periscope Capital Inc. |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| Adviser Investments LLC |
3 |
| Total Investment Management Inc |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| Tdam Usa Inc. |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| De Burlo Group Inc |
3 |
| Nichols & Pratt Advisers Llp /ma |
3 |
| Maso Capital Partners Ltd |
3 |
| Point72 Europe (London) LLP |
3 |
| Geneva Advisors, LLC |
3 |
| Camden National Bank |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| AE Wealth Management LLC |
3 |
| Context Capital Management, LLC |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| Level Four Advisory Services, Llc |
3 |
| Fortis Advisors, LLC |
3 |
| Mawer Investment Management Ltd. |
3 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
| Keel Point, LLC |
3 |
| Marble Harbor Investment Counsel, LLC |
3 |
| Pacific Center for Financial Services |
3 |
| SPC Financial, Inc. |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| Steadfast Capital Management Lp |
3 |
| WMS Partners, LLC |
3 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| Ridgewood Investments LLC |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| Heritage Trust Co |
3 |
| Northstar Wealth Partners LLC |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| Israel Discount Bank of New York |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| Copeland Capital Management, LLC |
3 |
| Sterling Investment Advisors, Ltd. |
3 |
| Achmea Investment Management B.V. |
3 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
3 |
| Bfsg, Llc |
3 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| Geneva Partners, LLC |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| BDO Wealth Advisors, LLC |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Vise Technologies, Inc. |
3 |
| Regal Wealth Group, Inc. |
3 |
| Tiaa, Fsb |
3 |
| HGC Investment Management Inc. |
3 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
3 |
| Ferris Capital, Llc |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Beaton Management Co. Inc. |
3 |
| Bogart Wealth, LLC |
3 |
| Donoghue Forlines LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
3 |
| Legacy Advisors, LLC |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| Landaas & Co /wi /adv |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
3 |
| Pratt Collard Advisory Partners LLC |
3 |
| Ascension Asset Management LLC |
3 |
| Unison Advisors LLC |
3 |
| Roble, Belko & Company, Inc |
3 |
| Port Capital LLC |
3 |
| IFG Advisory, LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Kovack Advisors, Inc. |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| Global Trust Asset Management, LLC |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
3 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
3 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Bdf-gestion |
3 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
| Gamble Jones Investment Counsel |
3 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
3 |
| Pictet & Cie (Europe) SA |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
