| Proequities, Inc. |
59 |
| UBS Group AG |
54 |
| Citadel Advisors Llc |
52 |
| Goldman Sachs Group Inc |
48 |
| Millennium Management Llc |
48 |
| Susquehanna International Group, Llp |
47 |
| Bank Of America Corp /de/ |
47 |
| Morgan Stanley |
47 |
| Wells Fargo & Company/mn |
47 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
47 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
46 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
45 |
| Deutsche Bank Ag\ |
45 |
| Citigroup Inc |
44 |
| Walleye Capital LLC |
44 |
| Tower Research Capital LLC (TRC) |
44 |
| Jpmorgan Chase & Co |
40 |
| Geode Capital Management, Llc |
39 |
| Marshall Wace, Llp |
39 |
| Barclays Plc |
39 |
| Royal Bank Of Canada |
39 |
| Bnp Paribas Arbitrage, Sa |
38 |
| Wolverine Asset Management Llc |
38 |
| D. E. Shaw & Co., Inc. |
37 |
| Credit Suisse Ag/ |
36 |
| Jane Street Group, Llc |
35 |
| BlackRock, Inc. |
35 |
| Highbridge Capital Management Llc |
34 |
| Prelude Capital Management, Llc |
34 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
34 |
| Walleye Trading LLC |
33 |
| Verition Fund Management LLC |
33 |
| Fmr Llc |
32 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
32 |
| Bank Of Montreal /can/ |
32 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
32 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
31 |
| Virtu Financial LLC |
31 |
| Hrt Financial Lp |
31 |
| Bank of New York Mellon Corp |
31 |
| Vanguard Group Inc |
31 |
| State Street Corp |
31 |
| Northern Trust Corp |
30 |
| Renaissance Technologies Llc |
30 |
| Cnh Partners Llc |
30 |
| Jefferies Group LLC |
30 |
| Balyasny Asset Management Llc |
30 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
30 |
| IFP Advisors, Inc |
30 |
| Pnc Financial Services Group, Inc. |
29 |
| Boothbay Fund Management, Llc |
29 |
| Ameriprise Financial Inc |
29 |
| Advisor Group Holdings, Inc. |
29 |
| Schonfeld Strategic Advisors LLC |
29 |
| SG Americas Securities, LLC |
28 |
| Lazard Asset Management Llc |
28 |
| Cubist Systematic Strategies, LLC |
28 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
28 |
| Kcg Holdings, Inc. |
28 |
| Invesco Ltd. |
28 |
| Magnetar Financial LLC |
27 |
| Nomura Holdings Inc |
27 |
| AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A |
27 |
| Two Sigma Investments, Lp |
27 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
27 |
| Group One Trading, L.p. |
27 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
27 |
| Cwm, Llc |
26 |
| Squarepoint Ops LLC |
26 |
| Charles Schwab Investment Management Inc |
26 |
| Qube Research & Technologies Ltd |
26 |
| Two Sigma Securities, Llc |
26 |
| LPL Financial LLC |
26 |
| LMR Partners LLP |
26 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
26 |
| Russell Investments Group, Ltd. |
26 |
| Rhumbline Advisers |
26 |
| Paloma Partners Management Co |
26 |
| American International Group, Inc. |
26 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
25 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
25 |
| Ubs Ag |
25 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
25 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
25 |
| Legal & General Group Plc |
25 |
| Polar Asset Management Partners Inc. |
25 |
| Simplex Trading, Llc |
25 |
| Alliancebernstein L.p. |
25 |
| Ubs Oconnor Llc |
24 |
| Creative Planning |
24 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
24 |
| Wolverine Trading, Llc |
24 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
24 |
| Advisor Group, Inc. |
24 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
24 |
| Us Bancorp \de\ |
24 |
| Manufacturers Life Insurance Company, The |
24 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
24 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
24 |
| California State Teachers Retirement System |
24 |
| Ladenburg Thalmann Financial Services Inc |
24 |
| BlackRock Institutional Trust Company, N.A. |
24 |
| Guggenheim Capital Llc |
23 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
23 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
23 |
| Alpine Global Management, LLC |
23 |
| Metropolitan Life Insurance Co/ny |
23 |
| BlueCrest Capital Management Ltd |
23 |
| New York State Common Retirement Fund |
23 |
| Glenmede Trust Co Na |
23 |
| Dimensional Fund Advisors Lp |
23 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
23 |
| Aqr Capital Management Llc |
23 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
23 |
| Macquarie Group Ltd |
23 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
23 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
23 |
| Hudson Bay Capital Management LP |
22 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
22 |
| Centiva Capital, LP |
22 |
| California Public Employees Retirement System |
22 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
22 |
| BlackRock Fund Advisors |
22 |
| Shaolin Capital Management LLC |
22 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
22 |
| Two Sigma Advisers, Lp |
22 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
22 |
| Weiss Asset Management LP |
22 |
| Parallax Volatility Advisers, L.P. |
22 |
| Stifel Financial Corp |
21 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
21 |
| Nuveen Asset Management, LLC |
21 |
| Jump Financial, LLC |
21 |
| Allianz Asset Management GmbH |
21 |
| Panagora Asset Management Inc |
21 |
| Alberta Investment Management Corp |
21 |
| OMERS ADMINISTRATION Corp |
21 |
| Ameritas Investment Partners, Inc. |
21 |
| Cutler Group LP |
21 |
| Wellington Management Group Llp |
21 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
21 |
| Hsbc Holdings Plc |
21 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
21 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
21 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
21 |
| BlackRock Advisors LLC |
21 |
| Oxford Asset Management Llp |
21 |
| Moore Capital Management, Lp |
21 |
| ProShare Advisors LLC |
21 |
| Price T Rowe Associates Inc /md/ |
21 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
21 |
| Parametric Portfolio Associates Llc |
20 |
| XTX Topco Ltd |
20 |
| Raymond James Financial Inc |
20 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
20 |
| Point72 Asset Management, L.P. |
20 |
| Old Mission Capital Llc |
20 |
| Raymond James & Associates |
20 |
| First Trust Advisors Lp |
20 |
| BlackRock Investment Management, LLC |
20 |
| Sculptor Capital LP |
20 |
| MDXBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Tax-Free Bond Fund |
20 |
| Td Asset Management Inc |
20 |
| Amalgamated Bank |
20 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
20 |
| Aristeia Capital Llc |
20 |
| Voya Investment Management Llc |
20 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
20 |
| State Board Of Administration Of Florida Retirement System |
20 |
| Rockefeller Capital Management L.P. |
20 |
| Captrust Financial Advisors |
20 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
20 |
| Gsa Capital Partners Llp |
20 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
20 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
20 |
| Calamos Advisors LLC |
19 |
| Quantbot Technologies LP |
19 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
19 |
| MASTER BOND LLC - Master Total Return Portfolio |
19 |
| HighTower Advisors, LLC |
19 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
19 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
19 |
| Russell Frank Co/ |
19 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
19 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
19 |
| Landscape Capital Management, L.l.c. |
19 |
| Engineers Gate Manager LP |
19 |
| Parallel Advisors, LLC |
19 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
19 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
19 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
19 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
19 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
19 |
| Whitebox Advisors Llc |
19 |
| Marshall Wace North America L.P. |
19 |
| Sei Investments Co |
19 |
| Norges Bank |
19 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
19 |
| Tudor Investment Corp Et Al |
19 |
| Steward Partners Investment Advisory, Llc |
19 |
| Acadian Asset Management Llc |
19 |
| Capstone Investment Advisors, Llc |
19 |
| A.R.T. Advisors, LLC |
19 |
| Janus Henderson Group Plc |
19 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
19 |
| Nisa Investment Advisors, Llc |
19 |
| SBI Securities Co., Ltd. |
19 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
19 |
| MetLife Investment Management, LLC |
19 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
19 |
| Ancora Advisors, LLC |
19 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
18 |
| Principal Financial Group Inc |
18 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
18 |
| American Century Companies Inc |
18 |
| Css Llc/il |
18 |
| Bridgeway Capital Management Inc |
18 |
| Northwestern Mutual Wealth Management Co |
18 |
| Swiss National Bank |
18 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
18 |
| Toronto Dominion Bank |
18 |
| EverSource Wealth Advisors, LLC |
18 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
18 |
| Arrowstreet Capital, Limited Partnership |
18 |
| Federated Hermes, Inc. |
18 |
| Signaturefd, Llc |
18 |
| Healthcare Of Ontario Pension Plan Trust Fund |
18 |
| Trexquant Investment LP |
18 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
18 |
| Ergoteles LLC |
18 |
| Vanguard Index Funds |
18 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
18 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
18 |
| PEAK6 Investments, L.P. |
18 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
18 |
| ExodusPoint Capital Management, LP |
18 |
| Neuberger Berman Group LLC |
18 |
| Strs Ohio |
18 |
| Saba Capital Management, L.P. |
18 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
18 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
18 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
18 |
| Nationwide Fund Advisors |
18 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
17 |
| Man Group plc |
17 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
17 |
| GWM Advisors LLC |
17 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
17 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
17 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
17 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
17 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
17 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
17 |
| Great West Life Assurance Co /can/ |
17 |
| Cowen And Company, Llc |
17 |
| Laurion Capital Management LP |
17 |
| Clear Street Llc |
17 |
| Sterling Capital Management LLC |
17 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
17 |
| Mariner, LLC |
17 |
| Raymond James Financial Services Advisors, Inc. |
17 |
| Quadrature Capital Ltd |
17 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
17 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
17 |
| Tiaa Cref Investment Management Llc |
17 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
17 |
| Victory Capital Management Inc |
17 |
| Kepos Capital LP |
17 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
17 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
17 |
| Teacher Retirement System Of Texas |
17 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
17 |
| Farther Finance Advisors, LLC |
17 |
| Ubs Asset Management Americas Inc |
17 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
17 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
16 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
16 |
| Jones Financial Companies Lllp |
16 |
| Global Retirement Partners, LLC |
16 |
| Dark Forest Capital Management Lp |
16 |
| Gotham Asset Management, LLC |
16 |
| Public Employees Retirement System Of Ohio |
16 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
16 |
| Fifth Third Bancorp |
16 |
| Point72 Hong Kong Ltd |
16 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
16 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
16 |
| State of Wyoming |
16 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
16 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
16 |
| Bessemer Group Inc |
16 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
16 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
16 |
| Aquatic Capital Management LLC |
16 |
| Teachers Advisors, Llc |
16 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
16 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
16 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
16 |
| Dynamic Technology Lab Private Ltd |
16 |
| HAP Trading, LLC |
16 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
16 |
| Commonwealth Equity Services, Llc |
16 |
| PDT Partners, LLC |
16 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
16 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
16 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
16 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
16 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
16 |
| Mirae Asset Global Investments Co., Ltd. |
16 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
16 |
| Acrospire Investment Management LLC |
16 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
16 |
| Susquehanna Fundamental Investments, Llc |
16 |
| Ground Swell Capital, LLC |
16 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
16 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
16 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
16 |
| TCI Wealth Advisors, Inc. |
16 |
| Picton Mahoney Asset Management |
16 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
16 |
| Franklin Resources Inc |
16 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
16 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
16 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
16 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
16 |
| Envestnet Asset Management Inc |
16 |
| Connor, Clark & Lunn Investment Management Ltd. |
16 |
| True Wealth Design, LLC |
15 |
| CIBC Private Wealth Group, LLC |
15 |
| O'shaughnessy Asset Management, Llc |
15 |
| PEAK6 Investments LLC |
15 |
| Lindbrook Capital, Llc |
15 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
15 |
| Periscope Capital Inc. |
15 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
15 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
15 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
15 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
15 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
15 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
15 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
15 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
15 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
15 |
| Nuveen, LLC |
15 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
15 |
| Thrivent Financial For Lutherans |
15 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
15 |
| Jacobs Levy Equity Management, Inc |
15 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
15 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
15 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
15 |
| Spark Investment Management LLC |
15 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
15 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
15 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
15 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
15 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
15 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
15 |
| Advisory Services Network, LLC |
15 |
| Putnam Investments Llc |
15 |
| Meeder Asset Management Inc |
15 |
| Profunds - Profund Vp Small-cap |
15 |
| Profunds - Profund Vp Ultrasmall-cap |
15 |
| Prudential Financial Inc |
15 |
| State Of Wisconsin Investment Board |
15 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
15 |
| First Horizon Advisors, Inc. |
15 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
15 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
15 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
15 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
15 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
15 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
15 |
| Jefferies Financial Group Inc. |
15 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
15 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
15 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
15 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
15 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
15 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
15 |
| Ellington Management Group Llc |
15 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
15 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
15 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
15 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
15 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
15 |
| Federation des caisses Desjardins du Quebec |
15 |
| Dupont Capital Management Corp |
15 |
| Point72 (DIFC) Ltd |
15 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
15 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
15 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
15 |
| Covestor Ltd |
15 |
| Pine River Capital Management L.P. |
15 |
| Algert Global Llc |
15 |
| D.a. Davidson & Co. |
15 |
| Glassman Wealth Services |
15 |
| Allspring Global Investments Holdings, LLC |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
14 |
| Point72 Asia (Singapore) Pte. Ltd. |
14 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
14 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
14 |
| Capital Fund Management S.a. |
14 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
14 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
14 |
| Adage Capital Partners Gp, L.l.c. |
14 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
14 |
| Caxton Associates Lp |
14 |
| Occudo Quantitative Strategies Lp |
14 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
14 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
14 |
| J. Goldman & Co LP |
14 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
14 |
| Private Advisor Group, LLC |
14 |
| Arizona State Retirement System |
14 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
14 |
| Corebridge Financial, Inc. |
14 |
| Aperio Group, LLC |
14 |
| BlackRock Group LTD |
14 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
14 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
14 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
14 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
14 |
| Police & Firemen's Retirement System of New Jersey |
14 |
| Soros Fund Management Llc |
14 |
| Blackstone Group Inc |
14 |
| Allworth Financial LP |
14 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
14 |
| Amundi |
14 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
14 |
| Intech Investment Management Llc |
14 |
| Davidson Kempner Capital Management Lp |
14 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
14 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
14 |
| RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S |
14 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
14 |
| Fox Run Management, L.l.c. |
14 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
14 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
14 |
| Menta Capital Llc |
14 |
| Caitong International Asset Management Co., Ltd |
14 |
| Hbk Investments L P |
14 |
| Campbell & CO Investment Adviser LLC |
14 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
14 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
14 |
| Truist Financial Corp |
14 |
| Y-Intercept (Hong Kong) Ltd |
14 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
14 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
14 |
| Graham Capital Management, L.P. |
14 |
| MUFG Americas Holdings Corp |
14 |
| Element Capital Management Llc |
14 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
14 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
14 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
14 |
| Spot Trading L.L.C |
14 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
14 |
| Van Eck Associates Corp |
14 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
14 |
| Royce & Associates Lp |
13 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
13 |
| FNY Investment Advisers, LLC |
13 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
13 |
| Natixis |
13 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
13 |
| Linden Advisors Lp |
13 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
13 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
13 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
13 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
13 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
13 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
13 |
| Amalgamated Financial Corp. |
13 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
13 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
13 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
13 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
13 |
| MAI Capital Management |
13 |
| Cambridge Investment Research Advisors, Inc. |
13 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
13 |
| GAMMA Investing LLC |
13 |
| Benjamin F. Edwards & Company, Inc. |
13 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
13 |
| Los Angeles Capital Management Llc |
13 |
| Brown Advisory Inc |
13 |
| KBC Group NV |
13 |
| Pacer Advisors, Inc. |
13 |
| Cvi Holdings, Llc |
13 |
| Levin Capital Strategies, L.p. |
13 |
| Mackenzie Financial Corp |
13 |
| Credit Agricole S A |
13 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
13 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
13 |
| Schroder Investment Management Group |
13 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
13 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
13 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
13 |
| Tfs Capital Investment Trust |
13 |
| Quadrant Capital Group Llc |
13 |
| Brevan Howard Capital Management LP |
13 |
| Rafferty Asset Management, LLC |
13 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
13 |
| Aigen Investment Management, Lp |
13 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
13 |
| Vestcor Inc |
13 |
| Harbour Investments, Inc. |
13 |
| Stevens Capital Management Lp |
13 |
| Bayesian Capital Management, LP |
13 |
| Spire Wealth Management |
13 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
13 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
13 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
13 |
| State of Tennessee, Treasury Department |
13 |
| Axa S.a. |
13 |
| Jane Street Holding, LLC |
13 |
| Emerald Acquisition Ltd. |
13 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
13 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
13 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
13 |
| Berman Capital Advisors, LLC |
13 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
13 |
| International Assets Investment Management, Llc |
13 |
| Guggenheim Active Allocation Fund |
13 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
13 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
13 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
13 |
| Caption Management, LLC |
13 |
| SRS Capital Advisors, Inc. |
13 |
| Alps Advisors Inc |
13 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
13 |
| Ronald Blue Trust, Inc. |
13 |
| MetLife Securities, Inc |
13 |
| Larson Financial Group LLC |
13 |
| DnB Asset Management AS |
12 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
12 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
12 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
12 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
12 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
12 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
12 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
12 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
12 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
12 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
12 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
12 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
12 |
| Principal Funds Inc |
12 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
12 |
| United Services Automobile Association |
12 |
| Capital Performance Advisors Llp |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
12 |
| Geneos Wealth Management Inc. |
12 |
| National Bank Of Canada /fi/ |
12 |
| RidgeWorth Capital Management LLC |
12 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
12 |
| BlackRock Capital Allocation Trust |
12 |
| Context Capital Management, LLC |
12 |
| Daiwa Securities Group Inc. |
12 |
| Canada Pension Plan Investment Board |
12 |
| Six Circles Trust - Six Circles Global Bond Fund |
12 |
| Ensign Peak Advisors, Inc |
12 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
12 |
| Voloridge Investment Management, Llc |
12 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
12 |
| Airain ltd |
12 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
12 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
12 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
12 |
| Piedmont Investment Advisors Llc |
12 |
| Virginia Retirement Systems Et Al |
12 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
12 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
12 |
| Fortress Investment Group LLC |
12 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
12 |
| Teachers Retirement System Of The State Of Kentucky |
12 |
| Exchange Traded Concepts, Llc |
12 |
| Oppenheimer Funds Inc |
12 |
| Hutchin Hill Capital, LP |
12 |
| Parkside Financial Bank & Trust |
12 |
| NEXT Financial Group, Inc |
12 |
| Numeric Investors Llc |
12 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
12 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
12 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
12 |
| Sawtooth Solutions, LLC |
12 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
| Winton Capital Group Ltd |
12 |
| DekaBank Deutsche Girozentrale |
12 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
12 |
| GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional |
12 |
| TD Waterhouse Canada Inc. |
12 |
| Rotella Capital Management, Inc. |
12 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
12 |
| Fir Tree Capital Management Lp |
12 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
12 |
| Cetera Advisor Networks LLC |
12 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
12 |
| AMP Capital Investors Ltd |
12 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
12 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
12 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
12 |
| Skandinaviska Enskilda Banken AB (publ) |
12 |
| American Portfolios Advisors |
12 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
12 |
| Wealthspire Advisors, L.P. |
12 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
12 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
12 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
12 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
12 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
12 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
12 |
| Versor Investments LP |
12 |
| Cerity Partners LLC |
12 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
12 |
| Cresset Asset Management, LLC |
12 |
| Blueshift Asset Management, LLC |
12 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
12 |
| Quantamental Technologies LLC |
12 |
| Ellevest, Inc. |
12 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
12 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
12 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
12 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
12 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
12 |
| AdvisorNet Financial, Inc |
12 |
| Forum Funds |
12 |
| Vantagepoint Funds |
11 |
| GAM Holding AG |
11 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
11 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
11 |
| Barings Llc |
11 |
| Lombard Odier Asset Management (USA) Corp |
11 |
| JustInvest LLC |
11 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
11 |
| Meteora Capital, LLC |
11 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
11 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
11 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
11 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
11 |
| Snowden Capital Advisors LLC |
11 |
| NumerixS Investment Technologies Inc |
11 |
| Assetmark, Inc |
11 |
| College Retirement Equities Fund |
11 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
11 |
| Weiss Strategic Interval Fund |
11 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
11 |
| Cornerstone Capital Management Holdings Llc. |
11 |
| Asset Management One Co., Ltd. |
11 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
11 |
| Tiaa-cref Funds |
11 |
| Oregon Public Employees Retirement Fund |
11 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
11 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
11 |
| Huntington National Bank |
11 |
| QS Investors, LLC |
11 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
11 |
| Aviva Plc |
11 |
| Hartford Mutual Funds Inc/ct |
11 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
11 |
| Driehaus Capital Management Llc |
11 |
| Harel Insurance Investments & Financial Services Ltd. |
11 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
11 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
11 |
| First Quadrant L P/ca |
11 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
11 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
11 |
| BNP Paribas Asset Management Holding S.A. |
11 |
| Castle Creek Arbitrage, LLC |
11 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
11 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
11 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
11 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
11 |
| Assenagon Asset Management S.A. |
11 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
11 |
| Massachusetts Financial Services Co /ma/ |
11 |
| Rothschild Investment Llc |
11 |
| Ardsley Advisory Partners Lp |
11 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
11 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
11 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
11 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
11 |
| Jfs Wealth Advisors, Llc |
11 |
| Monashee Investment Management LLC |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
11 |
| Hillsdale Investment Management Inc. |
11 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
11 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
11 |
| Alyeska Investment Group, L.P. |
11 |
| Wealth Enhancement Advisory Services, Llc |
11 |
| National Asset Management, Inc. |
11 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
11 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
11 |
| PENN SERIES FUNDS INC - International Equity Fund |
11 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
11 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
11 |
| Janney Montgomery Scott LLC |
11 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
11 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
11 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
11 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
11 |
| Massmutual Trust Co Fsb/adv |
11 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
11 |
| Petrus Trust Company, LTA |
11 |
| BlackRock Japan Co. Ltd |
11 |
| PRMDX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Short-Term Tax-Free Bond Fund |
11 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
11 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
11 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
11 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
11 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
11 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
11 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
11 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
11 |
| Cowen Group, Inc. |
11 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
11 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
11 |
| Assured Investment Management LLC |
11 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
11 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
11 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
11 |
| Valeo Financial Advisors, LLC |
11 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
11 |
| Public Sector Pension Investment Board |
11 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
| Comerica Bank |
11 |
| Orion Portfolio Solutions, LLC |
11 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
11 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
11 |
| Point72 Middle East FZE |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
11 |
| Blair William & Co/il |
11 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
11 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| Glazer Capital, Llc |
11 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
11 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
11 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
11 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
| Weiss Multi-Strategy Advisers LLC |
10 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
10 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
10 |
| Vanguard World Fund |
10 |
| Dorsey Wright & Associates |
10 |
| Profunds - Profund Vp Oil & Gas |
10 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
10 |
| LS Investment Advisors, LLC |
10 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
10 |
| First Republic Investment Management, Inc. |
10 |
| Maven Securities LTD |
10 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
10 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
10 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
10 |
| Private Capital Group, LLC |
10 |
| Sutton Wealth Advisors Inc. |
10 |
| Rational Advisors Llc |
10 |
| Pictet Asset Management Sa |
10 |
| Sowell Financial Services LLC |
10 |
| Shell Asset Management Co |
10 |
| Coldstream Capital Management Inc |
10 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
10 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
10 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
10 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
10 |
| Flow Traders U.s. Llc |
10 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
10 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
10 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
10 |
| State Farm Mutual Fund Trust |
10 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
| Nebula Research & Development LLC |
10 |
| CI Private Wealth, LLC |
10 |
| Baird Financial Group, Inc. |
10 |
| Great Lakes Advisors, Llc |
10 |
| Whittier Trust Co |
10 |
| Vident Investment Advisory, LLC |
10 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
10 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
| State Farm Variable Product Trust |
10 |
| John Hancock Income Securities Trust |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
10 |
| Fuller & Thaler Asset Management, Inc. |
10 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
10 |
| Brown Brothers Harriman & Co |
10 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
10 |
| Bell Investment Advisors, Inc |
10 |
| Governors Lane LP |
10 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
10 |
| Yakira Capital Management, Inc. |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
10 |
| Martingale Asset Management L P |
10 |
| Creative Financial Designs Inc /adv |
10 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| Spring Creek Capital Llc |
10 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
10 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
10 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
10 |
| Deere & Co |
10 |
| Zebra Capital Management LLC |
10 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
10 |
| Silverback Asset Management Llc |
10 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
10 |
| Penserra Capital Management LLC |
10 |
| Handelsbanken Fonder AB |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| WFG Advisors, LP |
10 |
| New York State Teachers Retirement System |
10 |
| Carlson Capital L P |
10 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
10 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
10 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
10 |
| Nine Chapters Capital Management LLC |
10 |
| Skopos Labs, Inc. |
10 |
| 1832 Asset Management L.P. |
10 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
10 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
10 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
10 |
| First Mercantile Trust Co |
10 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
10 |
| Savant Capital, LLC |
10 |
| Versant Capital Management, Inc |
10 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
10 |
| Oppenheimer & Co Inc |
10 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
10 |
| CENTRAL TRUST Co |
10 |
| Proficio Capital Partners LLC |
10 |
| CoreCap Advisors, LLC |
10 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
10 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
10 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
10 |
| Mackay Shields Llc |
10 |
| Ing Groep Nv |
10 |
| nVerses Capital, LLC |
10 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
10 |
| Zacks Investment Management |
10 |
| Woodline Partners LP |
10 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
10 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
10 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
10 |
| Atria Wealth Solutions, Inc. |
10 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
10 |
| Rivernorth Capital Management, Llc |
10 |
| Eaton Vance Management |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
| Prospera Financial Services Inc |
10 |
| Radcliffe Capital Management, L.P. |
10 |
| Mason Street Advisors, Llc |
10 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
10 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
10 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
10 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
10 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
10 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
10 |
| Evercore Wealth Management, LLC |
10 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
10 |
| Belpointe Asset Management LLC |
10 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
10 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
10 |
| Karp Capital Management Corp |
10 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
10 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
10 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
10 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
10 |
| Farmers & Merchants Investments Inc |
10 |
| Catalyst Funds Management Pty Ltd |
10 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
10 |
| Financial Architects, Inc |
10 |
| State of New Jersey Common Pension Fund D |
10 |
| Tfs Capital Llc |
10 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
10 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
| Nordea Investment Management Ab |
10 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
10 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
10 |
| Money Concepts Capital Corp |
10 |
| Plante Moran Financial Advisors, LLC |
10 |
| MYDA Advisors LLC |
10 |
| Brandywine Global Investment Management, LLC |
9 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
9 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
9 |
| Elkfork Partners LLC |
9 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
9 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
9 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
9 |
| Atom Investors LP |
9 |
| CWM Advisors, LLC |
9 |
| SECOR Capital Advisors, LP |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
9 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
9 |
| Gts Securities Llc |
9 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
9 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
9 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
9 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
9 |
| Bailard, Inc. |
9 |
| Csenge Advisory Group |
9 |
| Itau Unibanco Holding S.A. |
9 |
| Scopus Asset Management, L.p. |
9 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
9 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
9 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
9 |
| Cibc World Markets Corp |
9 |
| Arrowgrass Capital Partners (us) Lp |
9 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
9 |
| P Schoenfeld Asset Management Lp |
9 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
9 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
9 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
9 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
9 |
| Ethic Inc. |
9 |
| Princeton Alpha Management LP |
9 |
| FinTrust Capital Advisors, LLC |
9 |
| PineBridge Investments, L.P. |
9 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
9 |
| Alphacrest Capital Management Llc |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
9 |
| FEDERATED CORE TRUST - Emerging Markets Core Fund |
9 |
| Sabby Management, Llc |
9 |
| Signet Financial Management, Llc |
9 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
| Nomura Asset Management Co Ltd |
9 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
9 |
| State of Alaska, Department of Revenue |
9 |
| Cantor Fitzgerald, L. P. |
9 |
| Texas Permanent School Fund |
9 |
| K2 Principal Fund, L.p. |
9 |
| Mutual Of America Capital Management Llc |
9 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
9 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
9 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
9 |
| Vontobel Holding Ltd. |
9 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
9 |
| Lsv Asset Management |
9 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
9 |
| Oppenheimer Etf Trust |
9 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
9 |
| Thompson Davis & Co., Inc. |
9 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
9 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
9 |
| Chicago Equity Partners Llc |
9 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
9 |
| Kennedy Capital Management, Inc. |
9 |
| Glen Harbor Capital Management LLC |
9 |
| Smithfield Trust Co |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| Advisors Asset Management, Inc. |
9 |
| Boston Partners |
9 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
9 |
| Visium Asset Management, LP |
9 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
9 |
| Hantz Financial Services, Inc. |
9 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
9 |
| FNY Managed Accounts LLC |
9 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
9 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
9 |
| VCBDX - VALIC Co I - Core Bond Fund |
9 |
| Vantage Consulting Group Inc |
9 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| Hartland & Co., LLC |
9 |
| CIBC Asset Management Inc |
9 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
9 |
| Ajo, Lp |
9 |
| Umb Bank N A/mo |
9 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
9 |
| Riverhead Capital Management Llc |
9 |
| Sigma Planning Corp |
9 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
9 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
9 |
| Enterprise Financial Services Corp |
9 |
| Yousif Capital Management, Llc |
9 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
9 |
| ClariVest Asset Management LLC |
9 |
| Pictet Asset Management Ltd |
9 |
| Municipal Employees' Retirement System of Michigan |
9 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
9 |
| Mv Capital Management, Inc. |
9 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
9 |
| Timber Hill LLC |
9 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
9 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
9 |
| Convergence Investment Partners, LLC |
9 |
| Mangrove Partners |
9 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
9 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
9 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
9 |
| Schubert & Co |
9 |
| Stone Ridge Asset Management LLC |
9 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
9 |
| Quantitative Investment Management, LLC |
9 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
9 |
| Maryland State Retirement & Pension System |
9 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
9 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
9 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
9 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
9 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
9 |
| Smartleaf Asset Management LLC |
9 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
9 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
9 |
| Mitsubishi UFJ Trust & Banking Corp |
9 |
| Sanders Morris Harris Llc |
9 |
| Bank Of Nova Scotia |
9 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
9 |
| Bogle Investment Management L P /de/ |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
9 |
| Headlands Technologies LLC |
9 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
9 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
9 |
| Fortitude Family Office, LLC |
9 |
| Scientech Research LLC |
9 |
| Clear Street Markets Llc |
9 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
9 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
9 |
| Louisiana State Employees Retirement System |
9 |
| General Motors Investment Management Corp |
9 |
| Mercer Global Advisors Inc /adv |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
9 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
9 |
| Globeflex Capital L P |
9 |
| Carroll Financial Associates, Inc. |
9 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
9 |
| Pnc Funds |
9 |
| Westpac Banking Corp |
9 |
| Commonwealth Bank Of Australia |
9 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
9 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
9 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
9 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
9 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
9 |
| IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
9 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
9 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
9 |
| Belvedere Trading LLC |
9 |
| Connective Capital Management, LLC |
9 |
| Clearbridge Investments, LLC |
8 |
| Lucus Advisors Llc |
8 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
8 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
8 |
| Dana Investment Advisors, Inc. |
8 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
8 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
8 |
| James Investment Research Inc |
8 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
8 |
| Capital Advisors, Ltd. LLC |
8 |
| U S Global Investors Inc |
8 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
8 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
8 |
| Natixis Advisors, L.p. |
8 |
| Arete Wealth Advisors, LLC |
8 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
8 |
| Diametric Capital, LP |
8 |
| New York Life Investment Management Llc |
8 |
| Bridgewater Associates, LP |
8 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
8 |
| Rydex Etf Trust |
8 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
8 |
| Managed Account Advisors Llc |
8 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
8 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
8 |
| Cetera Advisors LLC |
8 |
| Tortoise Capital Advisors, L.l.c. |
8 |
| First Pacific Advisors, LP |
8 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
8 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
8 |
| Mirabella Financial Services Llp |
8 |
| Twinbeech Capital Lp |
8 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
8 |
| Commerce Bank |
8 |
| Analytic Investors, LLC |
8 |
| Vanguard Explorer Fund |
8 |
| Canyon Capital Advisors Llc |
8 |
| Profund Advisors Llc |
8 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
8 |
| SJS Investment Consulting Inc. |
8 |
| GV Financial Advisors |
8 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
| Ieq Capital, Llc |
8 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
8 |
| Holocene Advisors, LP |
8 |
| Edmond De Rothschild Holding S.a. |
8 |
| Apollon Wealth Management, LLC |
8 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
8 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
8 |
| Reilly Financial Advisors, Llc |
8 |
| First Manhattan Co |
8 |
| R Squared Ltd |
8 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
8 |
| Quantinno Capital Management LP |
8 |
| South Dakota Investment Council |
8 |
| Castleark Management Llc |
8 |
| Suntrust Banks Inc |
8 |
| Crossmark Global Holdings, Inc. |
8 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
8 |
| Resources Investment Advisors, LLC. |
8 |
| Eqis Capital Management, Inc. |
8 |
| Janney Capital Management LLC |
8 |
| Evoke Wealth, Llc |
8 |
| Gabelli Funds Llc |
8 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
8 |
| Jain Global LLC |
8 |
| Manchester Capital Management LLC |
8 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
8 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
8 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
8 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
8 |
| Cordant, Inc. |
8 |
| Westside Investment Management, Inc. |
8 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
8 |
| Thompson Siegel & Walmsley Llc |
8 |
| Traynor Capital Management, Inc. |
8 |
| Bluefin Capital Management, Llc |
8 |
| First New York Securities Llc /ny |
8 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
8 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
8 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
8 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
8 |
| Tyers Asset Management LLC |
8 |
| Amundi Pioneer Asset Management Inc |
8 |
| EAM Investors, LLC |
8 |
| AE Wealth Management LLC |
8 |
| United Capital Financial Advisers, Llc |
8 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
8 |
| Tcwp Llc |
8 |
| Underlying Funds Trust |
8 |
| Seacrest Wealth Management, Llc |
8 |
| IndexIQ Advisors LLC |
8 |
| WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A |
8 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
8 |
| Advent Capital Management /de/ |
8 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
8 |
| Empowered Funds, LLC |
8 |
| Royce Value Trust Inc |
8 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
8 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
8 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
8 |
| Winslow, Evans & Crocker, Inc. |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
8 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
8 |
| CIBC World Markets Inc. |
8 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
8 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| Howe & Rusling Inc |
8 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
8 |
| Mariner Investment Group Llc |
8 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
8 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
8 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
8 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
8 |
| StoneX Group Inc. |
8 |
| Knight Capital Group, Inc. |
8 |
| Kapitalo Investimentos Ltda |
8 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
8 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
8 |
| Oaktree Capital Management Lp |
8 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
8 |
| Pathstone Family Office, Llc |
8 |
| PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
8 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
8 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
8 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
8 |
| Aster Capital Management (DIFC) Ltd |
8 |
| Alambic Investment Management, L.P. |
8 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
8 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
8 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
8 |
| EntryPoint Capital, LLC |
8 |
| Public Employees Retirement Association Of Colorado |
8 |
| Susquehanna Portfolio Strategies, LLC |
8 |
| Transamerica Partners Funds Group |
8 |
| 683 Capital Management, LLC |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
8 |
| State Of Michigan Retirement System |
8 |
| SAC Capital Advisors LP |
8 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
8 |
| VTL Associates, LLC |
8 |
| Lord, Abbett & Co. Llc |
8 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
8 |
| Transamerica Partners Funds Group Ii |
8 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
8 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
8 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
8 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
| Transamerica Partners Portfolios |
8 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
8 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
8 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
8 |
| USA Financial Portformulas Corp |
8 |
| Brookstone Capital Management |
8 |
| Capstone Asset Management Co |
8 |
| Ci Investments Inc. |
8 |
| Crewe Advisors LLC |
8 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
8 |
| HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
8 |
| Tocqueville Asset Management L.p. |
8 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
8 |
| Rehmann Capital Advisory Group |
8 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
8 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
8 |
| Voya Prime Rate Trust |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| Moors & Cabot, Inc. |
8 |
| Salem Investment Counselors Inc |
8 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
8 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| Wipfli Financial Advisors Llc, |
8 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
8 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
| Virtus ETF Advisers LLC |
8 |
| Vanguard Horizon Funds |
8 |
| Apollo Management Holdings, L.P. |
8 |
| Sanctuary Wealth Advisors, LLC |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
8 |
| Old Mutual Global Investors (UK) Ltd. |
8 |
| Prime Capital Investment Advisors, LLC |
8 |
| Absolute Return Capital, LLC |
8 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
8 |
| Sonora Investment Management, LLC |
8 |
| Caas Capital Management Lp |
8 |
| Essex Investment Management Co Llc |
8 |
| CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A |
8 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
8 |
| Summit Trail Advisors, Llc |
8 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
8 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
8 |
| Pictet Asset Management Holding SA |
8 |
| Cornerstone Advisors, Inc. |
7 |
| Paradigm Asset Management Co Llc |
7 |
| Gradient Investments LLC |
7 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
7 |
| Benjamin Edwards Inc |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| Axq Capital, Lp |
7 |
| GoalVest Advisory LLC |
7 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
7 |
| Quarry LP |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
7 |
| Golden State Wealth Management, LLC |
7 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
7 |
| HGC Investment Management Inc. |
7 |
| Liberty Wealth Management Llc |
7 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
7 |
| Candriam Luxembourg S.C.A. |
7 |
| Bogart Wealth, LLC |
7 |
| Yaupon Capital Management LP |
7 |
| Sofos Investments, Inc. |
7 |
| Kingsview Wealth Management, LLC |
7 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
7 |
| We Are One Seven, LLC |
7 |
| Toroso Investments, LLC |
7 |
| Alliancebernstein Global High Income Fund Inc |
7 |
| San Francisco Sentry Investment Group (ca) |
7 |
| Covington Capital Management |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
7 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
7 |
| MQS Management LLC |
7 |
| Financial Advocates Investment Management |
7 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
7 |
| Systematic Financial Management Lp |
7 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
7 |
| Smith Asset Management Group Lp |
7 |
| Robeco Institutional Asset Management B.V. |
7 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
7 |
| Illinois Municipal Retirement Fund |
7 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
7 |
| GLG Partners LP |
7 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
7 |
| First Citizens Bank & Trust Co |
7 |
| Keebeck Alpha, LP |
7 |
| Societe Generale |
7 |
| Pinz Capital Management, LP |
7 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
7 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
7 |
| FORA Capital, LLC |
7 |
| Us Global Investors Funds |
7 |
| Meridian Wealth Partners, LLC |
7 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
| Granite Investment Partners, LLC |
7 |
| Qs Batterymarch Financial Management, Inc |
7 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
7 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
7 |
| FDx Advisors, Inc. |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
7 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
7 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
7 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
7 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
7 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
7 |
| Kim, Llc |
7 |
| Commerzbank Aktiengesellschaft /fi |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
| Longfellow Investment Management Co Llc |
7 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
7 |
| BlueCrest Capital Management LLP |
7 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
7 |
| Cutter & CO Brokerage, Inc. |
7 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
7 |
| Pathstone Holdings, LLC |
7 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
7 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
7 |
| Twin Peaks Wealth Advisors, LLC |
7 |
| Q Global Advisors, LLC |
7 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
7 |
| Hussman Strategic Advisors, Inc. |
7 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
7 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
7 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
7 |
| SpiderRock Trading LLC |
7 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
7 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
7 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
7 |
| Bartlett & Co. Wealth Management Llc |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| RMB Capital Management, LLC |
7 |
| Hanseatic Management Services Inc |
7 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
7 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
7 |
| Sandy Spring Bank |
7 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
7 |
| Bowling Portfolio Management LLC |
7 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
7 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
7 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
7 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
7 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
7 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
7 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
7 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
7 |
| Sherbrooke Park Advisers Llc |
7 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
7 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
7 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
7 |
| Private Trust Co Na |
7 |
| CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
7 |
| Maverick Capital Ltd |
7 |
| C M Bidwell & Associates Ltd |
7 |
| Anchor Investment Management, LLC |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
7 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
7 |
| Wbi Investments, Inc. |
7 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
7 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
7 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
7 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
7 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
7 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
7 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
7 |
| National Planning Corp |
7 |
| Atria Investments Llc |
7 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
7 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| Invictus RG |
7 |
| Abound Wealth Management |
7 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
7 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
7 |
| Freestone Capital Holdings, LLC |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| M&t Bank Corp |
7 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
7 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| First Hawaiian Bank |
7 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
7 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
7 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
7 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
7 |
| Seven Eight Capital, Lp |
7 |
| Disciplined Investments, LLC |
7 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
7 |
| FineMark National Bank & Trust |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
7 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
7 |
| Claymore Exchange-traded Fund Trust |
7 |
| SOUTH STATE Corp |
7 |
| Berkley W R Corp |
7 |
| Symphony Asset Management Llc |
7 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
7 |
| Sunbelt Securities, Inc. |
7 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
7 |
| Cetera Investment Advisers |
7 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
| Bokf, Na |
7 |
| HN Saltoro Capital, LP |
7 |
| Bluefin Trading, LLC |
7 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
7 |
| Valley National Advisers Inc |
7 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
| Mckinley Capital Management Llc /delaware |
7 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
7 |
| Capital World Investors |
7 |
| Baker Avenue Asset Management, LP |
7 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
7 |
| Spartan Fund Management Inc. |
7 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
7 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
7 |
| Rsm Us Wealth Management Llc |
7 |
| Xponance, Inc. |
7 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
7 |
| Catalyst Capital Advisors LLC |
7 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
7 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
7 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
7 |
| Loomis Sayles & Co L P |
7 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
7 |
| Regions Financial Corp |
7 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
7 |
| FIL Ltd |
7 |
| Sound Income Strategies, LLC |
7 |
| Financial Management Professionals, Inc. |
7 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
7 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
7 |
| Bridgefront Capital, LLC |
7 |
| Ritholtz Wealth Management |
7 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
7 |
| Hotchkis & Wiley Capital Management Llc |
7 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
7 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
7 |
| Hexagon Capital Partners LLC |
7 |
| Koshinski Asset Management, Inc. |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
7 |
| Bartlett & Co. LLC |
7 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
7 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
7 |
| Bedel Financial Consulting, Inc. |
7 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| UMA Financial Services, Inc. |
7 |
| DLD Asset Management, LP |
7 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
7 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
7 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
7 |
| Eisler Capital (UK) Ltd. |
7 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
7 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
7 |
| Fieldpoint Private Securities, LLC |
7 |
| Mason Street Advisors, Llc |
7 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
7 |
| ETRADE Capital Management LLC |
7 |
| Klp Kapitalforvaltning As |
7 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
7 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
7 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
| Vident Advisory, LLC |
7 |
| Exos Asset Management LLC |
7 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
7 |
| Pinnacle Wealth Planning Services, Inc. |
7 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
7 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
7 |
| Cullen/frost Bankers, Inc. |
6 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
6 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
6 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
6 |
| Hartford Financial Management Inc. |
6 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
6 |
| Wedge Capital Management L L P/nc |
6 |
| Psagot Investment House Ltd. |
6 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
6 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
6 |
| Retirement Systems of Alabama |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
6 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
6 |
| Boston Private Wealth Llc |
6 |
| ORG Partners LLC |
6 |
| Counterpoint Mutual Funds LLC |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| Lorem Ipsum Management, LLC |
6 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
| Westchester Capital Management, LLC |
6 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
| Mendota Financial Group, LLC |
6 |
| XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF |
6 |
| Segantii Capital Management Ltd |
6 |
| AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
6 |
| Wealthfront Inc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
6 |
| Quest Partners LLC |
6 |
| Quent Capital, LLC |
6 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
6 |
| EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
6 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
6 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
6 |
| Dynamic Technology Lab Pte Ltd |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
6 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
6 |
| Corsair Capital Management, L.p. |
6 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
6 |
| Edgestream Partners, L.P. |
6 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
| Hoxton Financial, Inc. |
6 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
6 |
| GPS Wealth Strategies Group, LLC |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
6 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
6 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
6 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
6 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
6 |
| Matarin Capital Management, LLC |
6 |
| Parametrica Management Ltd |
6 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
6 |
| BDO Wealth Advisors, LLC |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| Principal Securities, Inc. |
6 |
| NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund |
6 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
6 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
6 |
| Invictus RG Pte. Ltd. |
6 |
| SummitTX Capital, L.P. |
6 |
| Compagnie Lombard Odier SCmA |
6 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
6 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
6 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
6 |
| Synovus Financial Corp |
6 |
| Twin Tree Management, LP |
6 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
6 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
6 |
| NN Investment Partners Holdings N.V. |
6 |
| Waddell & Reed Financial Inc |
6 |
| Avantax Planning Partners, Inc. |
6 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
6 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
6 |
| Cigna Investments Inc /new |
6 |
| IHT Wealth Management, LLC |
6 |
| GeoWealth Management, LLC |
6 |
| Robinson Capital Management, Llc |
6 |
| Checchi Capital Advisers, LLC |
6 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
6 |
| Tradewinds Capital Management, LLC |
6 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
6 |
| CenterStar Fund, LLC |
6 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
6 |
| Deltec Asset Management Llc |
6 |
| Agf Management Ltd |
6 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
6 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
| BRYN MAWR TRUST Co |
6 |
| Rpo Llc |
6 |
| Peak6 Llc |
6 |
| Alpha Paradigm Partners, LLC |
6 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
6 |
| Phoenix Holdings Ltd. |
6 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
| Erste Asset Management GmbH |
6 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
6 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
6 |
| Securian Asset Management, Inc |
6 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
6 |
| Focused Wealth Management, Inc |
6 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
| Barrow Hanley Mewhinney & Strauss Llc |
6 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
6 |
| Simon Quick Advisors, Llc |
6 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
6 |
| Williams Jones & Associates LLC |
6 |
| NewSquare Capital LLC |
6 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
6 |
| FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF |
6 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
6 |
| TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class |
6 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
6 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
6 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
6 |
| Parkwood LLC |
6 |
| Source Capital Inc /de/ |
6 |
| Jacobi Capital Management LLC |
6 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
6 |
| Sandia Investment Management LP |
6 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
6 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
6 |
| Gamco Investors, Inc. Et Al |
6 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
6 |
| Rise Advisors, LLC |
6 |
| Equitec Proprietary Markets, Llc |
6 |
| Gemmer Asset Management LLC |
6 |
| Johnson Financial Group, Inc. |
6 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
6 |
| Fifth Lane Capital, Lp |
6 |
| Keybank National Association/oh |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| Polygon Management Ltd. |
6 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
6 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
| EHP Funds Inc. |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
6 |
| Weld Capital Management Llc |
6 |
| Capula Management Ltd |
6 |
| SG3 Management, LLC |
6 |
| Flagship Harbor Advisors, Llc |
6 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
6 |
| Highlander Capital Management, LLC |
6 |
| Ameritas Investment Corp |
6 |
| QCM Cayman, Ltd. |
6 |
| Security Benefit Life Insurance Co /ks/ |
6 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
6 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
6 |
| Boussard & Gavaudan Investment Management LLP |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| Brookfield Asset Management Inc. |
6 |
| Cipher Capital LP |
6 |
| Mount Yale Investment Advisors, LLC |
6 |
| Campbell Multi-strategy Trust |
6 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
6 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
6 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
6 |
| FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
6 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
6 |
| TFC Financial Management |
6 |
| Passport Capital, LLC |
6 |
| SkyView Investment Advisors, LLC |
6 |
| Banque Cantonale Vaudoise |
6 |
| Sprott Inc. |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
6 |
| Thomist Capital Management, LP |
6 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
6 |
| VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
6 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
6 |
| Clear Harbor Asset Management, LLC |
6 |
| Newbridge Financial Services Group, Inc. |
6 |
| Cable Hill Partners, LLC |
6 |
| Gyon Technologies Capital Management, LP |
6 |
| Optiver Holding B.V. |
6 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
6 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
6 |
| Shelton Capital Management |
6 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
6 |
| Brave Asset Management Inc |
6 |
| Jade Capital Advisors, LLC |
6 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
6 |
| GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
6 |
| Brinker Capital Investments, LLC |
6 |
| Portolan Capital Management, LLC |
6 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
6 |
| Empyrean Capital Partners, LP |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
6 |
| AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
6 |
| Enlightenment Research, LLC |
6 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
6 |
| Wexford Capital Lp |
6 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
6 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
6 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
6 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
6 |
| Insight Select Income Fund |
6 |
| VCCBX - VALIC Co II - Core Bond Fund |
6 |
| Advisors Preferred, LLC |
6 |
| Tcw Strategic Income Fund Inc |
6 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
6 |
| SMDMX - FIDELITY UNION STREET TRUST - Fidelity Maryland Municipal Income Fund |
6 |
| Jpmorgan Trust Iii |
6 |
| Aventail Capital Group, LP |
6 |
| Steward Financial Group LLC |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
6 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
6 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
6 |
| Veriti Management LLC |
6 |
| Venturi Wealth Management, LLC |
6 |
| NorthCoast Asset Management LLC |
6 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
6 |
| Denali Advisors Llc |
6 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
6 |
| Clinton Group Inc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
6 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
6 |
| JNBA Financial Advisors |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| Davy Global Fund Management Ltd |
6 |
| Hancock Whitney Corp |
6 |
| Cambria Investment Management, L.P. |
6 |
| Blackrock Multi-sector Opportunities Trust |
6 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
6 |
| Jupiter Asset Management Ltd |
6 |
| Kestra Private Wealth Services, Llc |
6 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
6 |
| Kingswood Wealth Advisors, Llc |
6 |
| Optimum Investment Advisors |
6 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
6 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
6 |
| Exane Derivatives |
6 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
6 |
| Denver Investment Advisors Llc |
6 |
| Regal Investment Advisors LLC |
6 |
| Placemark Investments, Inc. |
6 |
| Ghisallo Capital Management LLC |
6 |
| CenterStar Asset Management, LLC |
6 |
| Gerstein Fisher |
6 |
| CSat Investment Advisory, L.P. |
6 |
| Virginia Retirement System |
6 |
| 5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio |
6 |
| Fred Alger Management, Llc |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
| Scotia Capital Inc. |
6 |
| Ashton Thomas Private Wealth, LLC |
6 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
6 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
6 |
| Ionic Capital Management LLC |
6 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
6 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
6 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
6 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
6 |
| AlphaMark Advisors, LLC |
6 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
6 |
| Hartford Investment Management Co |
6 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
6 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
6 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
6 |
| EALTX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund Class A |
6 |
| Vivaldi Asset Management, LLC |
6 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
6 |
| Marathon Trading Investment Management LLC |
6 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
6 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| Pinnacle Associates Ltd |
6 |
| LGT Financial Advisors LLC |
6 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
6 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
6 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
6 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
6 |
| Hemington Wealth Management |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
6 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
6 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
6 |
| Delpha Capital Management, Llc |
6 |
| GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares |
6 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
6 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
6 |
| Ruggie Capital Group |
6 |
| Trust Co Of Vermont |
6 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
6 |
| Arosa Capital Management LP |
6 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
6 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
6 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
6 |
| Janus Capital Management Llc |
6 |
| Samlyn Capital, Llc |
6 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
6 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
6 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
6 |
| Alpine Woods Capital Investors, Llc |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
6 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
6 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
6 |
| Clearline Capital LP |
5 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
5 |
| Concord Wealth Partners |
5 |
| EMG Holdings, L.P. |
5 |
| Ingalls & Snyder Llc |
5 |
| Inspire Advisors, LLC |
5 |
| Jennison Associates Llc |
5 |
| Aaron Wealth Advisors LLC |
5 |
| Cornercap Investment Counsel Inc |
5 |
| Bellwether Advisors, LLC |
5 |
| First Eagle Investment Management, LLC |
5 |
| Wetherby Asset Management Inc |
5 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
5 |
| AMG National Trust Bank |
5 |
| Farallon Capital Management Llc |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| Anson Funds Management LP |
5 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
5 |
| Kestra Advisory Services, LLC |
5 |
| Prescott Group Capital Management, L.l.c. |
5 |
| Stonebridge Capital Advisors LLC |
5 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
5 |
| Icon Advisers Inc/co |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| Usaa Etf Trust |
5 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
5 |
| M&r Capital Management Inc |
5 |
| Oak Thistle LLC |
5 |
| Private Management Group Inc |
5 |
| Wedbush Securities Inc |
5 |
| AUERX - Unified Series Trust - Auer Growth Fund |
5 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
5 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
| Claris Advisors, Llc / Mo / |
5 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
5 |
| Resona Asset Management Co.,Ltd. |
5 |
| Ameritas Advisory Services, LLC |
5 |
| TCW ETF Trust - TCW Flexible Income ETF |
5 |
| Bulldog Investors, LLP |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
5 |
| FundVantage Trust - Verplanck Balanced Fund |
5 |
| Atalaya Capital Management LP |
5 |
| Bank Julius Baer & Co. Ltd, Zurich |
5 |
| Northern Trust Co Of Connecticut |
5 |
| Connor Clark & Lunn Investment Management Ltd |
5 |
| Ziegler Capital Management, LLC |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| Select Equity Group, L.P. |
5 |
| Td Private Client Wealth Llc |
5 |
| Ascend Capital, Llc |
5 |
| Confluence Wealth Services, Inc. |
5 |
| Total Clarity Wealth Management, Inc. |
5 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
5 |
| Archer Investment Corp |
5 |
| Cinctive Capital Management LP |
5 |
| Regent Peak Wealth Advisors LLC |
5 |
| Red Tortoise LLC |
5 |
| Appian Way Asset Management LP |
5 |
| Cookson Peirce & Co Inc |
5 |
| Legato Capital Management LLC |
5 |
| Mizuho Asset Management Co.,Ltd. |
5 |
| Sona Asset Management (us) Llc |
5 |
| Horizon Investments, LLC |
5 |
| CenterBook Partners LP |
5 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
5 |
| VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares |
5 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| Reliance Trust Co Of Delaware |
5 |
| Everence Capital Management Inc |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
| Raleigh Capital Management Inc. |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
| UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
5 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
5 |
| Colony Group Llc |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| GOFIX - GMO TRUST - GMO Resources Fund Class III |
5 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
5 |
| Global Financial Private Client, LLC |
5 |
| Albion Financial Group /ut |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
5 |
| North Star Investment Management Corp. |
5 |
| JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I |
5 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
5 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
5 |
| Strengthening Families & Communities, LLC |
5 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
5 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
5 |
| Evergreen Capital Management Llc |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| Commonwealth Equity Services, Inc |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| Ballentine Partners, LLC |
5 |
| ACES - ALPS ETF Trust - ALPS Clean Energy ETF |
5 |
| Osborn Rohs Williams & Donohoe Ltd |
5 |
| Mutual Advisors, LLC |
5 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| Jaffetilchin Investment Partners, LLC |
5 |
| Marex Group plc |
5 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
5 |
| Endurance Wealth Management, Inc. |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
5 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A |
5 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
5 |
| Tortoise Investment Management, LLC |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| Boston Advisors Llc |
5 |
| Royce Micro-cap Trust, Inc /md/ |
5 |
| Yorktown Management & Research Co Inc |
5 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
5 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
| WealthCollab, LLC |
5 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
| J.w. Cole Advisors, Inc. |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| Azzad Asset Management Inc /adv |
5 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
5 |
| Mizuho Securities Usa Llc |
5 |
| Castleview Partners, Llc |
5 |
| Zurich Insurance Group Ltd/FI |
5 |
| Eagle Global Advisors Llc |
5 |
| PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF |
5 |
| Natixis Investment Managers International |
5 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
5 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
5 |
| CoreCommodity Management, LLC |
5 |
| PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF |
5 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
| BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class |
5 |
| Kamunting Street Capital Management, L.P. |
5 |
| TIG Advisors, LLC |
5 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
5 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
| Mycio Wealth Partners, Llc |
5 |
| Entropy Technologies, LP |
5 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| Eagle Asset Management Inc |
5 |
| SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A |
5 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
5 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
5 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
5 |
| Tarbox Family Office, Inc. |
5 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
5 |
| HITE Hedge Asset Management LLC |
5 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
5 |
| FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF |
5 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
5 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
5 |
| Integral Derivatives, LLC |
5 |
| Concentric Capital Strategies, LP |
5 |
| IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF |
5 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
5 |
| DiNuzzo Private Wealth, Inc. |
5 |
| DAVENPORT & Co LLC |
5 |
| Tompkins Financial Corp |
5 |
| Cheyne Capital Management (UK) LLP |
5 |
| TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class |
5 |
| Quotient Investors, LLC |
5 |
| Semanteon Capital Management, LP |
5 |
| Fisher Asset Management, LLC |
5 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
5 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
5 |
| Lenox Wealth Advisors, LLC |
5 |
| Wunderlich Securities, Inc. |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| Hollencrest Capital Management |
5 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
5 |
| Toth Financial Advisory Corp |
5 |
| TrimTabs Asset Management, LLC |
5 |
| Trust For Advisor Solutions |
5 |
| Old National Bancorp /in/ |
5 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
5 |
| Moody National Bank Trust Division |
5 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| Leuthold Group, Llc |
5 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
5 |
| EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES |
5 |
| Centenus Global Management, Lp |
5 |
| XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
5 |
| CTC Alternative Strategies, Ltd. |
5 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
| Gargoyle Investment Advisor L.L.C. |
5 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
5 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| Zweig-DiMenna Associates LLC |
5 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
| EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
5 |
| Ssi Investment Management Llc |
5 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
5 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
5 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
5 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
5 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
5 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
5 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
5 |
| Stephens Inc /ar/ |
5 |
| Burney Co/ |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional |
5 |
| One Wealth Advisors, LLC |
5 |
| GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional |
5 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
5 |
| Profunds - Profund Vp Basic Materials |
5 |
| Profunds - Profund Vp Small-cap Value |
5 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
5 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
5 |
| Annis Gardner Whiting Capital Advisors, LLC |
5 |
| Usca Ria Llc |
5 |
| Diversified Trust Co |
5 |
| Crestline Management, LP |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| I.g. Investment Management, Ltd. |
5 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
5 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
5 |
| Nbc Securities, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
5 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
5 |
| Deprince Race & Zollo Inc |
5 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
| Richard Bernstein Advisors LLC |
5 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
5 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
5 |
| Dean Investment Associates, Llc |
5 |
| Earnest Partners Llc |
5 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
| Cape Investment Advisory, Inc. |
5 |
| Spectrum Management Group, LLC |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| Capital Analysts, Inc. |
5 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| RHJ International SA |
5 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
| Salient Capital Advisors, LLC |
5 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
5 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| Avestar Capital, LLC |
5 |
| Clean Yield Group |
5 |
| TRUE Private Wealth Advisors |
5 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
5 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
| V Wealth Advisors LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
5 |
| Mint Tower Capital Management B.V. |
5 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
5 |
| HFM Investment Advisors, LLC |
5 |
| Exane Asset Management |
5 |
| Syntal Capital Partners, LLC |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
5 |
| ICLN - iSHARES TRUST - iShares Global Clean Energy ETF |
5 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
5 |
| Overland Advisors, LLC |
5 |
| Tradeworx Inc. |
5 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
5 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
5 |
| Washington Trust Bank |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| Turner Investments, L.p. |
5 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
5 |
| Horizon Kinetics LLC |
5 |
| Citizens Financial Group Inc/ri |
5 |
| BTG Pactual Global Asset Management Ltd |
5 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
5 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
5 |
| Wellesley Asset Management |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
5 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
5 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
5 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
| B. Riley Financial, Inc. |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
5 |
| WPG Advisers, LLC |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
5 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
5 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
5 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
5 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 |
5 |
| Piper Sandler & Co. |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Calamos Global Dynamic Income Fund |
5 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
5 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
5 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
5 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
5 |
| Owl Creek Asset Management, L.P. |
5 |
| Allstate Corp |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
5 |
| Sciencast Management LP |
5 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
| Ropes Wealth Advisors Llc |
5 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
5 |
| Mill Creek Capital Advisors, LLC |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| Stifel Nicolaus & Co Inc \mo\ |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
5 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
5 |
| Mml Investors Services, Llc |
5 |
| New Mexico Educational Retirement Board |
5 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
5 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
5 |
| Luminus Management Llc |
5 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
5 |
| DRW Securities, LLC |
5 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
5 |
| AHL Partners LLP |
5 |
| EverPoint Asset Management, LLC |
5 |
| RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
5 |
| Numerai GP LLC |
5 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
5 |
| Cornerstone Planning Group LLC |
5 |
| Park West Asset Management LLC |
5 |
| Friess Associates Llc |
5 |
| Prudential Plc |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
5 |
| Index Management Solutions, LLC |
5 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
5 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
5 |
| Inceptionr Llc |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
5 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
5 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
5 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| Sei Trust Co |
5 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
5 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
5 |
| Wealthcare Advisory Partners LLC |
5 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
5 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
5 |
| Elite Wealth Management, Inc. |
5 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Etf Managers Group, Llc |
5 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
5 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
5 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
5 |
| AGF Investments LLC |
5 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
5 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| FNY Partners Fund LP |
5 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
5 |
| Teza Capital Management LLC |
5 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
5 |
| RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
5 |
| JJJ Advisors Inc. |
5 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
5 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
5 |
| Flinton Capital Management LLC |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| Lee Financial Co |
5 |
| Independent Advisor Alliance |
5 |
| Banco Santander, S.A. |
5 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
5 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
5 |
| Meadow Creek Investment Management LLC |
5 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
5 |
| Summit Global Investments |
5 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
5 |
| Calvert Impact Fund Inc |
5 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
5 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
5 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
5 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
5 |
| YorkBridge Wealth Partners, LLC |
5 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
5 |
| MARSHALL WACE ASIA Ltd |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| Williams Jones Wealth Management, LLC. |
5 |
| Atlantic Trust, LLC |
5 |
| Avion Wealth |
5 |
| Arden Investment Series Trust |
5 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
| Leap Investments Lp |
5 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
5 |
| Exos TFP Holdings LLC |
5 |
| Kore Private Wealth LLC |
5 |
| Bb&t Investment Services, Inc. |
5 |
| Gryphon Financial Partners LLC |
5 |
| Financial Gravity Companies, Inc. |
5 |
| Standard Life Aberdeen plc |
5 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
| Bay Harbor Wealth Management, LLC |
5 |
| Neo Ivy Capital Management |
5 |
| Unison Advisors LLC |
5 |
| Zions Bancorporation, N.A. |
5 |
| Duality Advisers, Lp |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| Front Row Advisors LLC |
5 |
| Riverview Trust Co |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| Beryl Capital Management LLC |
5 |
| Pearl River Capital, LLC |
5 |
| Scarborough Advisors, LLC |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| Centaurus Financial, Inc. |
5 |
| Trustcore Financial Services, Llc |
5 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
| 6 Meridian |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| Covalis Capital Llp |
5 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
| Rialto Wealth Management, LLC |
5 |
| Eagle Bay Advisors LLC |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| Employees Retirement System of Texas |
5 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
5 |
| Continuum Advisory, LLC |
5 |
| Guardian Wealth Advisors, LLC |
5 |
| Activest Wealth Management |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
5 |
| Veritable, L.P. |
5 |
| William Blair Investment Management, Llc |
5 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
4 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| Hartford Series Fund Inc |
4 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
4 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
4 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
4 |
| Taconic Capital Advisors LP |
4 |
| Vertex One Asset Management Inc. |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
4 |
| MCF Advisors LLC |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
4 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
| CVA Family Office, LLC |
4 |
| Independence Capital Asset Partners, LLC |
4 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
4 |
| Alexandria Capital, LLC |
4 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
4 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
4 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| Oppenheimer Variable Account Funds |
4 |
| Tide Point Capital Management, Lp |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
4 |
| CAPROCK Group, Inc. |
4 |
| Polaris Wealth Advisory Group, LLC |
4 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| ARGI Investment Services, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| Tlp Group Llc |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
4 |
| Bardin Hill Management Partners Lp |
4 |
| Vestor Capital, Llc |
4 |
| Epoch Investment Partners, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
4 |
| Basso Capital Management, L.p. |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| Nwam Llc |
4 |
| Dfa Investment Trust Co - The Emerging Markets Series |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| Buckingham Strategic Partners |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| Carillon Tower Advisers, Inc. |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
| EJF Capital LLC |
4 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| Hefty Wealth Partners |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| Aristides Capital LLC |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| Crow Point Partners, LLC |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
4 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
4 |
| Bronson Point Management LLC |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| Fortitude Advisory Group L.L.C. |
4 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
4 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
4 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
4 |
| Symmetry Peak Management Llc |
4 |
| Winton Capital Management Ltd |
4 |
| Detwiler Fenton Investment Management LLC |
4 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
| Zimmer Partners, LP |
4 |
| Kistler-Tiffany Companies, LLC |
4 |
| Kestra Investment Management, LLC |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
4 |
| Jump Trading, LLC |
4 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
4 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
4 |
| First City Capital Management, Inc. |
4 |
| Nicholas Investment Partners, LP |
4 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| Fractal Investments LLC |
4 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
4 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
4 |
| Westwood Holdings Group Inc |
4 |
| JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
4 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| LMR Master Fund Ltd |
4 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| Dakota Wealth Management |
4 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
4 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
4 |
| Dubuque Bank & Trust Co |
4 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| Readystate Asset Management Lp |
4 |
| People's United Financial, Inc. |
4 |
| PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
4 |
| Contravisory Investment Management, Inc. |
4 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
4 |
| Senator Investment Group LP |
4 |
| Thb Asset Management |
4 |
| ID Management A/S |
4 |
| Resources Management Corp /ct/ /adv |
4 |
| PointState Capital LP |
4 |
| Cannell Peter B & Co Inc |
4 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| NatWest Group plc |
4 |
| Harvest Capital Strategies LLC |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
4 |
| Sageworth Trust Co |
4 |
| Advance Capital I Inc |
4 |
| Shepherd Kaplan Krochuk, Llc |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
4 |
| Sanctuary Advisors, LLC |
4 |
| Alpha Windward Llc |
4 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares |
4 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
4 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
| Gupta Wealth Management LLC |
4 |
| GW&K Investment Management, LLC |
4 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
4 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
4 |
| Delta Asset Management Llc/tn |
4 |
| Water Island Capital Llc |
4 |
| Private Wealth Management Group, LLC |
4 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
4 |
| Oppenheimer Global Multi Strategies Fund |
4 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
4 |
| Blue Bell Private Wealth Management, Llc |
4 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
4 |
| American National Bank |
4 |
| Penn Mutual Asset Management, LLC |
4 |
| Oakbrook Investments Llc |
4 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
4 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
| Winch Advisory Services, LLC |
4 |
| Perigon Wealth Management, LLC |
4 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
4 |
| Sachetta, LLC |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
4 |
| Cantab Capital Partners LLP |
4 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
4 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
4 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
| Nuveen Maryland Quality Municipal Income Fund |
4 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
4 |
| ClearAlpha Technologies LP |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| SPX Equities Gestao de Recursos Ltda |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| Johnson Investment Counsel Inc |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
4 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| Equitable Holdings, Inc. |
4 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
4 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
4 |
| Glenmede Investment Management, LP |
4 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
| Catapult Capital Management Llc |
4 |
| NinePointTwo Capital |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| West Tower Group, LLC |
4 |
| Cramer Rosenthal Mcglynn Llc |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
4 |
| Truvestments Capital Llc |
4 |
| Atlas Capital Advisors Llc |
4 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
4 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
4 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
4 |
| Fiduciary Trust Co |
4 |
| VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
4 |
| Greenland Capital Management LP |
4 |
| Emerald Investment Partners, Llc |
4 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
4 |
| Zwj Investment Counsel Inc |
4 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
4 |
| Gofen & Glossberg Llc /il/ |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| WASHINGTON TRUST Co |
4 |
| Mather Group, Llc. |
4 |
| Community Bank, N.A. |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
4 |
| First Interstate Bank |
4 |
| Aurora Investment Counsel |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| Colony Group, LLC |
4 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
4 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
| Bank Of Hawaii |
4 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
4 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
4 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
4 |
| Walnut Level Capital LLC |
4 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
4 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
| Myriad Asset Management Ltd. |
4 |
| FourThought Financial, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
4 |
| ISAM Funds (UK) Ltd |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
4 |
| Glg Llc |
4 |
| Voisard Asset Management Group, Inc. |
4 |
| Cushing Asset Management, Lp |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
4 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
4 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
| Smart Portfolios, LLC |
4 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
4 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
4 |
| Fs Credit Income Fund |
4 |
| Man Investments Ltd |
4 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
4 |
| MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
4 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
4 |
| Doubleline Income Solutions Fund |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
4 |
| Overbrook Management Corp |
4 |
| Hilltop Holdings Inc. |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| Delphi Private Advisors LLC |
4 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
4 |
| Mount Lucas Management LP |
4 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
4 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
4 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
4 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
4 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
4 |
| Voya Infrastructure, Industrials & Materials Fund |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| Gmt Capital Corp |
4 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
4 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
4 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
4 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
4 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Harbor Investment Advisory, Llc |
4 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
4 |
| ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
4 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
| Kirr Marbach & Co Llc /in/ |
4 |
| Ford Financial Group, LLC |
4 |
| Corient Capital Partners, LLC |
4 |
| Cadence Capital Management Llc |
4 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
4 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
4 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
4 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| CX Institutional |
4 |
| Palisade Capital Management Llc/nj |
4 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| River & Mercantile Asset Management Llp |
4 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
4 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
| L & S Advisors Inc |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
4 |
| Bourgeon Capital Management Llc |
4 |
| Bb&t Securities, Llc |
4 |
| EAM Global Investors LLC |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| Capital Management Associates /ny/ |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
4 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
4 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
4 |
| SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
4 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
4 |
| St Germain D J Co Inc |
4 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
4 |
| Altshuler Shaham Ltd |
4 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
4 |
| Chartwell Investment Partners, Llc |
4 |
| Advisory Alpha, LLC |
4 |
| Advisor Resource Council |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares |
4 |
| Capital Investment Advisory Services, LLC |
4 |
| Delos Wealth Advisors, LLC |
4 |
| Tfo-tdc, Llc |
4 |
| Marquette Asset Management, LLC |
4 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
4 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
| Copeland Capital Management, LLC |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| World Asset Management Inc |
4 |
| Zazove Associates Llc |
4 |
| Redwood Investment Management, Llc |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
4 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
4 |
| Sit Investment Associates Inc |
4 |
| MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
4 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
4 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
4 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
4 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
4 |
| IMA Wealth, Inc. |
4 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
4 |
| SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| Americafirst Capital Management, Llc |
4 |
| Hughes Financial Services, LLC |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
4 |
| Hartree Partners, LP |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Virtus Alternative Investment Advisers, Inc. |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
| Hl Financial Services Llc |
4 |
| Motco |
4 |
| Bbva Usa |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| NMDAX - NUVEEN MULTISTATE TRUST I - Nuveen Maryland Municipal Bond Fund - Class A |
4 |
| Swedbank AB |
4 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
| AWM Investment Company, Inc. |
4 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
4 |
| Artisan Partners Limited Partnership |
4 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| Geneva Advisors, LLC |
4 |
| RFP Financial Group LLC |
4 |
| M&g Investment Management Ltd |
4 |
| Northern Oak Wealth Management Inc |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| GHP Investment Advisors, Inc. |
4 |
| Householder Group Estate & Retirement Specialist, LLC |
4 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
4 |
| Shufro Rose & Co Llc |
4 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
| Cohen & Co Financial Management, LLC |
4 |
| Neuburgh Advisers LLC |
4 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
4 |
| Stephens Consulting, LLC |
4 |
| Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) |
4 |
| Intellectus Partners, LLC |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
4 |
| Armistice Capital, Llc |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
4 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
4 |
| Transce3nd, LLC |
4 |
| Nelson Capital Management, LLC |
4 |
| Fort Washington Investment Advisors Inc /oh/ |
4 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
4 |
| Capstone Series Fund Inc |
4 |
| Ten Capital Wealth Advisors, LLC |
4 |
| Calton & Associates, Inc. |
4 |
| Advantage Investment Management, Llc |
4 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
4 |
| LRI Investments, LLC |
4 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
4 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
4 |
| Davidson Kempner Partners |
4 |
| Clark Estates Inc/ny |
4 |
| Northpointe Capital Llc |
4 |
| VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares |
4 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
4 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
4 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
4 |
| CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
4 |
| MMCAP International Inc. SPC |
4 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
4 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
4 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
4 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
4 |
| Coppell Advisory Solutions LLC |
4 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
4 |
| PenderFund Capital Management Ltd. |
4 |
| RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A |
4 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| Calvert Investment Management, Inc. |
4 |
| Hm Payson & Co |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Evermay Wealth Management Llc |
4 |
| Iridian Asset Management Llc/ct |
4 |
| IBM Retirement Fund |
4 |
| Sterling Investment Advisors, Ltd. |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
| Global Thematic Partners, LLC |
4 |
| K.J. Harrison & Partners Inc |
4 |
| Regentatlantic Capital Llc |
4 |
| Lido Advisors, LLC |
4 |
| Pacitti Group Inc. |
4 |
| Hennessy Advisors Inc |
4 |
| Lee Danner & Bass Inc |
4 |
| Cowen Investment Management LLC |
4 |
| Bradley Foster & Sargent Inc/ct |
4 |
| Ramius Advisors Llc |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| Agf Investments Inc. |
4 |
| Munder Series Trust |
4 |
| Twin Capital Management Inc |
4 |
| Gilder Gagnon Howe & Co Llc |
4 |
| Wealthspring Capital LLC |
4 |
| Wasatch Advisors Inc |
4 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
| Spot Trading L.l.c. |
4 |
| Brewin Dolphin Ltd |
4 |
| Colonial Trust Co / SC |
4 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
4 |
| Koss-Olinger Consulting, LLC |
4 |
| Vantage Investment Advisors, LLC |
4 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
4 |
| Elequin Capital Lp |
4 |
| Pendal Group Ltd |
4 |
| Horizon Kinetics Asset Management Llc |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Highland Capital Management Lp |
4 |
| GFS Advisors, LLC |
4 |
| Next Financial Holdings |
4 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Sierra Ocean, Llc |
4 |
| Wahed Invest LLC |
4 |
| Easterly Investment Partners Llc |
4 |
| Forward Management, LLC |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| Pathway Financial Advisers, LLC |
4 |
| Machina Capital S.a.s. |
4 |
| Corton Capital Inc. |
4 |
| Treasurer of the State of North Carolina |
4 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
| Quest Capital Management Inc /adv |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| Wealthfront Advisers Llc |
4 |
| Mbb Public Markets I Llc |
4 |
| Schechter Investment Advisors, LLC |
4 |
| MPS Loria Financial Planners, LLC |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| Equitec Specialists, Llc |
4 |
| Edge Advisors, Llc |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| Strategic Blueprint, LLC |
4 |
| Heritage Wealth Advisors |
4 |
| Parian Global Management LP |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
4 |
| Private Ocean, LLC |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| Pitcairn Co |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Asset Dedication, LLC |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
4 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
4 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
4 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
| UniSuper Management Pty Ltd |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
| NewEdge Wealth, LLC |
4 |
| O'Shares Investment Advisers, LLC |
4 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
4 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
4 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
4 |
| WealthPLAN Partners, LLC |
4 |
| RR Advisors, LLC |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
| Alera Investment Advisors, LLC |
4 |
| Kohlberg Kravis Roberts & Co. L.P. |
4 |
| Intact Investment Management Inc. |
4 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
| Kowal Investment Group, LLC |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| Sage Mountain Advisors LLC |
4 |
| Sumitomo Mitsui Trust Holdings, Inc. |
4 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
4 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
4 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
4 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| Nuveen Quality Municipal Income Fund |
4 |
| EA Series Trust |
4 |
| Lmcg Investments, Llc |
4 |
| Cambrian Capital Limited Partnership |
4 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
4 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| Cohen & Steers, Inc. |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
| Innealta Capital, Llc |
4 |
| Avantax Advisory Services, Inc. |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| Sandbar Asset Management LLP |
4 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
4 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| Boston Private Bank & Trust Co |
4 |
| Mfs Multimarket Income Trust |
4 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| Archford Capital Strategies, LLC |
4 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
| Connectus Wealth, LLC |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| Edmond De Rothschild (suisse) S.a. |
4 |
| HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
4 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| ICA Group Wealth Management, LLC |
4 |
| Tuttle Tactical Management LLC |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Highland Capital Management, Llc |
4 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
4 |
| GM Advisory Group, Inc. |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Piermont Capital Management LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
4 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
4 |
| JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
4 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
| DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I |
4 |
| Echo Street Capital Management LLC |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
4 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
4 |
| Wolff Wiese Magana Llc |
4 |
| Shay Capital LLC |
4 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
4 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
4 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
4 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| Global X Management CO LLC |
4 |
| Cooper Creek Partners Management Llc |
4 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
4 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
| Townsquare Capital Llc |
4 |
| Navellier & Associates Inc |
4 |
| Highland Capital Management Fund Advisors, L.p. |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
4 |
| PFG Investments, LLC |
4 |
| Sandler Capital Management |
4 |
| Oakworth Capital, Inc. |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
4 |
| IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P |
4 |
| Capital Guardian Trust Co |
4 |
| Sun Life Financial Inc |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| Venture Visionary Partners LLC |
4 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| Qrg Capital Management, Inc. |
4 |
| Integrated Wealth Management |
4 |
| RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
4 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| First Allied Advisory Services, Inc. |
4 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
| BlackRock Multi-Sector Opportunities Trust II |
4 |
| Next Capital Management LLC |
4 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
4 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
4 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
| Profunds - Profund Vp Small-cap Growth |
4 |
| MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
4 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
4 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
4 |
| Contrarian Capital Management, L.l.c. |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Welch & Forbes Llc |
4 |
| Polymer Capital Management (US) LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
| Alpha DNA Investment Management LLC |
4 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| Tcw Group Inc |
4 |
| Phocas Financial Corp. |
4 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Park Avenue Securities Llc |
4 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
| Capital One, National Association |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| Macroview Investment Management Llc |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
4 |
| Mfs Charter Income Trust |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| Encompass Capital Advisors LLC |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
4 |
| Greenleaf Trust |
4 |
| Chicago Partners Investment Group LLC |
4 |
| Costello Asset Management, INC |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| Ninety One UK Ltd |
4 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
4 |
| High Note Wealth, LLC |
4 |
| Lowe Brockenbrough & Co Inc |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| Fort, L.p. |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| Invesco Bond Fund |
4 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
4 |
| Utah Retirement Systems |
4 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
4 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
4 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
| Global X Funds |
4 |
| Washington Trust Advisors, Inc. |
3 |
| 40 North Management LLC |
3 |
| Perkins Capital Management Inc |
3 |
| Candlewood Investment Group, LP |
3 |
| Soroban Capital Partners LP |
3 |
| Apollo Management Holdings GP, LLC |
3 |
| Sachem Head Capital Management LP |
3 |
| Temasek Holdings (Private) Ltd |
3 |
| Loews Corp |
3 |
| York Capital Management Global Advisors, LLC |
3 |
| Pentwater Capital Management LP |
3 |
| Advisory Research Inc |
3 |
| Capital Research Global Investors |
3 |
| Nantahala Capital Management, LLC |
3 |
| Glenhill Advisors Llc |
3 |
| Wcm Investment Management, Llc |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Standard Life Investments LTD |
3 |
| Alpine Associates Management Inc. |
3 |
| MSD Partners, L.P. |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Hound Partners, LLC |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Ospraie Management, LLC |
3 |
| Peconic Partners Llc |
3 |
| Primecap Management Co/ca/ |
3 |
| Rs Investment Management Co Llc |
3 |
| Impala Asset Management LLC |
3 |
| Capital International Investors |
3 |
| Thornburg Investment Management Inc |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| Platinum Investment Management Ltd |
3 |
| CVI Investments, Inc. |
3 |
| Shapiro Capital Management Llc |
3 |
| Eventide Asset Management, Llc |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| Redwood Capital Management, Llc |
3 |
| Fiera Capital Corp |
3 |
| Royal London Asset Management Ltd |
3 |
| M Holdings Securities, Inc. |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Chilton Capital Management Llc |
3 |
| Dreman Value Management, L L C |
3 |
| Capital International Sarl |
3 |
| Capital International Ltd /ca/ |
3 |
| Roosevelt Investment Group Llc |
3 |
| Marco Investment Management Llc |
3 |
| White Pine Capital Llc |
3 |
| Harvest Management Llc |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| Dean Capital Management |
3 |
| Intracoastal Capital, Llc |
3 |
| Amerivest Investment Management LLC |
3 |
| Roundview Capital LLC |
3 |
| Brandes Investment Partners, Lp |
3 |
| Cambridge Trust Co |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| Vanguard Specialized Funds |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| Rtw Investments, Lp |
3 |
| Vanguard Windsor Funds |
3 |
| Lloyds Banking Group plc |
3 |
| Carmignac Gestion |
3 |
| Herndon Capital Management Llc |
3 |
| Seizert Capital Partners, Llc |
3 |
| IronBridge Capital Management LP |
3 |
| Geller Advisors LLC |
3 |
| Investors Capital Advisory Services |
3 |
| Beutel, Goodman & Co Ltd. |
3 |
| Stoneridge Investment Partners Llc |
3 |
| Tdam Usa Inc. |
3 |
| Mawer Investment Management Ltd. |
3 |
| Busey Wealth Management |
3 |
| Roble, Belko & Company, Inc |
3 |
| Schwartz Investment Counsel Inc |
3 |
| Reinhart Partners, Inc. |
3 |
| Penn Capital Management Co Inc |
3 |
| Banque Pictet & Cie Sa |
3 |
| Manning & Napier Advisors Llc |
3 |
| Asher Enterprises Inc |
3 |
| Kentucky Retirement Systems |
3 |
| Usa Mutuals Advisors, Inc. |
3 |
| Sentry Investment Management Llc |
3 |
| Robeco Schweiz AG |
3 |
| Wealthcare Capital Management Llc |
3 |
| D'Orazio & Associates, Inc. |
3 |
| EULAV Asset Management |
3 |
| Clough Capital Partners L P |
3 |
| Alphagen Securities Llc |
3 |
| First Foundation Advisors |
3 |
| Thomas White International Ltd |
3 |
| Axiom International Investors Llc /de |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| Guardian Capital Lp |
3 |
| HBK Sorce Advisory LLC |
3 |
| Reynolds Capital Management Llc |
3 |
| Kimelman & Baird, LLC |
3 |
| Havens Advisors Llc |
3 |
| Linscomb & Williams, Inc. |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| BW Gestao de Investimentos Ltda. |
3 |
| Clear Investment Research, Llc |
3 |
| Hgk Asset Management Inc |
3 |
| Monetta Financial Services Inc |
3 |
| BRC Investment Management LLC |
3 |
| KAMES CAPITAL plc |
3 |
| Monarch Partners Asset Management LLC |
3 |
| Westport Resources Management Inc |
3 |
| Scout Investments, Inc. |
3 |
| Central Bank & Trust Co |
3 |
| YHB Investment Advisors, Inc. |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Bp Plc |
3 |
| Perpetual Ltd |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| Kempen Capital Management N.v. |
3 |
| First Heartland Consultants, Inc. |
3 |
| PGGM Investments |
3 |
| Athena Capital Advisors Llc |
3 |
| Tiedemann Advisors, Llc |
3 |
| Ikos Cif Ltd |
3 |
| Rothschild Investment Corp /il |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Rockland Trust Co |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Delta Lloyd Nv |
3 |
| North American Management Corp |
3 |
| Charter Trust Co |
3 |
| WealthTrust-Arizona, LLC |
3 |
| TD Capital Management LLC |
3 |
| Visionary Asset Management, Inc. |
3 |
| RBF Capital, LLC |
3 |
| Avalon Advisors, Llc |
3 |
| Laffer Investments |
3 |
| Redwood Investments, LLC |
3 |
| TradeLink Global Equity LLC |
3 |
| Raymond James Trust N.a. |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Solaris Asset Management Llc |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| Waldron Private Wealth LLC |
3 |
| CG Asset Management LLC |
3 |
| Midas Management Corp |
3 |
| Anchor Capital Advisors Llc |
3 |
| Rockefeller Financial Services Inc |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| MUFG Securities EMEA plc |
3 |
| TradeLink Capital LLC |
3 |
| Korea Investment CORP |
3 |
| Hudock, Inc. |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Fort Pitt Capital Group, Llc |
3 |
| Newgate Capital Management Llc |
3 |
| Highstreet Asset Management Inc. |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| Capital Innovations LLC |
3 |
| Rice Hall James & Associates, Llc |
3 |
| Hexavest Inc. |
3 |
| 1st Global Advisors, Inc. |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Foundry Partners, LLC |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Donald L. Hagan, LLC |
3 |
| Cue Financial Group, Inc. |
3 |
| First Financial Corp /in/ |
3 |
| Webster Bank, N. A. |
3 |
| Cullinan Associates Inc |
3 |
| Country Trust Bank |
3 |
| Baystate Wealth Management LLC |
3 |
| Indiana Trust & Investment Management CO |
3 |
| New England Research & Management, Inc. |
3 |
| Mohican Financial Management, LLC |
3 |
| Centre Asset Management, LLC |
3 |
| Krilogy Financial LLC |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Bruderman Asset Management, LLC |
3 |
| Strategic Wealth Advisors Group, LLC |
3 |
| Balentine LLC |
3 |
| Sigma Capital Management Llc |
3 |
| RiverFront Investment Group, LLC |
3 |
| Tiger Eye Capital LLC |
3 |
| Tredje AP-fonden |
3 |
| Origin Asset Management LLP |
3 |
| Eclectica Asset Management LLP |
3 |
| Ws Management Lllp |
3 |
| Hartline Investment Corp/ |
3 |
| Artemis Investment Management LLP |
3 |
| Risk Paradigm Group, LLC |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| Argent Trust Co |
3 |
| Arrow Financial Corp |
3 |
| Stratton Management Co |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Pyrrho Capital Management, LP |
3 |
| Destination Wealth Management |
3 |
| JBF Capital, Inc. |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| Ckw Financial Group |
3 |
| Pennsylvania Trust Co |
3 |
| Boyd Watterson Asset Management Llc/oh |
3 |
| Skylands Capital, LLC |
3 |
| Smith, Moore & Co. |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| Corbyn Investment Management Inc/md |
3 |
| Capital International Inc /ca/ |
3 |
| Koch Industries Inc |
3 |
| Piershale Financial Group, Inc. |
3 |
| HighPoint Advisor Group LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| LVW Advisors, LLC |
3 |
| 1492 Capital Management LLC |
3 |
| Crestwood Advisors Group LLC |
3 |
| Apriem Advisors |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Strategic Global Advisors, LLC |
3 |
| Hudson Valley Investment Advisors Inc /adv |
3 |
| Telemetry Investments, L.L.C. |
3 |
| USS Investment Management Ltd |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Brinker Capital Inc |
3 |
| Harvest Fund Advisors LLC |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| Gabelli Equity Series Funds Inc |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| APG Asset Management N.V. |
3 |
| RPG Investment Advisory, LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Horan Securities, Inc. |
3 |
| Andra AP-fonden |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Gruber & Mcbaine Capital Management Llc |
3 |
| Shapiro Robert N |
3 |
| New England Securities Corp /MA/ |
3 |
| Forsta Ap-fonden |
3 |
| Vontobel Swiss Wealth Advisors AG |
3 |
| Cavalier Investments, LLC |
3 |
| NorthRock Partners, LLC |
3 |
| Rothschild Asset Management Inc |
3 |
| Howard Hughes Medical Institute |
3 |
| Bahl & Gaynor Inc |
3 |
| Wafra Inc. |
3 |
| Verity Asset Management, Inc. |
3 |
| Insight Capital Research & Management Inc |
3 |
| Financial Counselors Inc |
3 |
| Bocage Capital, LLC |
3 |
| Telemark Asset Management, LLC |
3 |
| Coe Capital Management, LLC |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Camden Asset Management L P /ca |
3 |
| Beaconlight Capital, Llc |
3 |
| Bloom Tree Partners, Llc |
3 |
| SG Capital Management LLC |
3 |
| Zions Bancorporation |
3 |
| Anchor Bolt Capital, LP |
3 |
| Opera Trading Capital |
3 |
| Redmond Asset Management, LLC |
3 |
| Quinn Opportunity Partners LLC |
3 |
| SIR Capital Management, L.P. |
3 |
| Hatteras Funds, LLC |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Strategic Investment Management, Llc |
3 |
| Ratan Capital Management LP |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Cna Financial Corp |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| First Personal Financial Services |
3 |
| aeris Capital Holding GmbH |
3 |
| Blue Rock Advisors, LLC |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Congress Asset Management Co /ma |
3 |
| Schonfeld Group Holdings LLC |
3 |
| Payden & Rygel |
3 |
| Tiverton Asset Management Llc |
3 |
| Fayez Sarofim & Co |
3 |
| Banco BTG Pactual S.A. |
3 |
| Newland Capital Management, Llc |
3 |
| Sumit Capital, Llc |
3 |
| Wall Street Associates |
3 |
| Green Arrow Capital Management Llc |
3 |
| Long Oar Global Investors, LLC |
3 |
| Railway Pension Investments Ltd |
3 |
| Moody Aldrich Partners Llc |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| Founders Bank & Trust |
3 |
| Perimeter Capital Partners, LLC |
3 |
| Banyan Partners, LLC |
3 |
| Munder Capital Management |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| Winder Investment Pte Ltd |
3 |
| Ibex Wealth Advisors |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| Rubric Capital Management LP |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| VanEck Funds |
3 |
| Northwest Wealth Management, Llc |
3 |
| Hunting Hill Global Capital, LLC |
3 |
| Symmetry Partners, LLC |
3 |
| Empirical Finance, LLC |
3 |
| Fondren Management LP |
3 |
| Western Standard LLC |
3 |
| Maso Capital Partners Ltd |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| Level Four Advisory Services, Llc |
3 |
| 22nw, Lp |
3 |
| Castle Hook Partners LP |
3 |
| Worth Venture Partners, LLC |
3 |
| Almanack Investment Partners, LLC. |
3 |
| Omnia Family Wealth, LLC |
3 |
| Doyle Wealth Management |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| SpiderRock Advisors, LLC |
3 |
| Heritage Trust Co |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Achmea Investment Management B.V. |
3 |
| Bfsg, Llc |
3 |
| Cantor Fitzgerald Investment Adviser L.p. |
3 |
| Athos Capital Ltd |
3 |
| Luzich Partners Llc |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| Donoghue Forlines LLC |
3 |
| Legacy Advisors, LLC |
3 |
| XR Securities LLC |
3 |
| Cerebellum GP, LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| DC Investments Management, LLC |
3 |
| Kovack Advisors, Inc. |
3 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| Oppenheimer Limited-term Bond Fund |
3 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| PFG Advisors |
3 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| Blackrock Ltd Duration Income Trust |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
3 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
3 |
| LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A |
3 |
| EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 |
3 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
3 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
3 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| Gabelli Equity Trust Inc |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
3 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
| Blackstone / Gso Long-short Credit Income Fund |
3 |
| Ironbridge Funds, Inc. |
3 |
| Blackstone / Gso Senior Floating Rate Term Fund |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| Gdl Fund |
3 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
| Core Bond Portfolio - Core Bond Portfolio |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
3 |
| TIMOTHY PLAN - Timothy Strategic Variable |
3 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
3 |
| Tri-continental Corp |
3 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
| FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
3 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| Morgan Stanley Emerging Markets Debt Fund Inc |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| MONTX - MONETTA TRUST - Monetta Fund |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| MIDSX - Midas Series Trust - Midas Fund |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Foxby Corp. |
3 |
| Dividend & Income Fund |
3 |
| New America High Income Fund Inc |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| Delaware Enhanced Global Dividend & Income Fund |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| Cca Investments Trust |
3 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| Fdp Series, Inc. |
3 |
| Sentinel Group Funds Inc |
3 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
| Oppenheimer Steelpath Panoramic Fund |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
3 |
| Blackrock Multi-sector Income Trust |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| Wells Fargo Global Dividend Opportunity Fund |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Bmc Fund Inc |
3 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| Ridgeworth Funds |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| Marketocracy Funds |
3 |
| Trilogy Capital Inc. |
3 |
| Brightline Capital Management, Llc |
3 |
| Tibra Equities Europe Ltd |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Taylor Hoffman Wealth Management |
3 |
| Icon Wealth Partners, LLC |
3 |
| Investors Research Corp |
3 |
| Alphasimplex Group, Llc |
3 |
| Merit Financial Group, LLC |
3 |
| MANA Advisors LLC |
3 |
| Athanor Capital, Lp |
3 |
| Diameter Capital Partners LP |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| SWS Partners |
3 |
| Weil Company, Inc. |
3 |
| Banco de Sabadell, S.A |
3 |
| Slow Capital, Inc. |
3 |
| McMahon Financial Advisors, LLC |
3 |
| CastleArk Alternatives, LLC |
3 |
| Centerpoint Advisors, LLC |
3 |
| Nvwm, Llc |
3 |
| McIlrath & Eck, LLC |
3 |
| Ceredex Value Advisors LLC |
3 |
| Krane Funds Advisors LLC |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Braun-Bostich & Associates Inc. |
3 |
| O'Dell Group, LLC |
3 |
| Pflug Koory, LLC |
3 |
| Equitable Trust Co |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| Vectors Research Management, LLC |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| Ellis Investment Partners, LLC |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| Hayden Royal, Llc |
3 |
| Allred Capital Management, LLC |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| Windsor Creek Advisors, Llc |
3 |
| Reston Wealth Management Llc |
3 |
| Sepio Capital, LP |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| Ossiam |
3 |
| Ostrum Asset Management |
3 |
| Antara Capital LP |
3 |
| Salomon & Ludwin, LLC |
3 |
| Wealthspire Advisors, LLC |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Alpha Quant Advisors, Llc |
3 |
| Aspire Private Capital, LLC |
3 |
| Centric Wealth Management |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| IMC-Chicago, LLC |
3 |
| Comerica Securities,inc. |
3 |
| Inscription Capital, LLC |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| III Capital Management |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| Alaska Permanent Fund Corp |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
3 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
3 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
3 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
3 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
3 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
3 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
3 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
3 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
3 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A |
3 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
3 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF |
3 |
| TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
3 |
| DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
3 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund |
3 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
3 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
3 |
| GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
| PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
| MXI - iSHARES TRUST - iShares Global Materials ETF |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
| TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
3 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional |
3 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Materials Central Fund |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
3 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
3 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
3 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
3 |
| DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
3 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
3 |
| Profunds - Profund Vp Mid-cap Value |
3 |
| Profunds - Profund Vp Mid-cap Growth |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
3 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A |
3 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
| NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A |
3 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
3 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
3 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
3 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
3 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
3 |
| JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
3 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
3 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
3 |
| HDV - iSHARES TRUST - iShares Core High Dividend ETF |
3 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A |
3 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
3 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
| NMDMX - COLUMBIA FUNDS SERIES TRUST - Columbia Maryland Intermediate Municipal Bond Fund Class A |
3 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
3 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
3 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
| DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
| SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
3 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
3 |
| VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
3 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
3 |
| PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
3 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
3 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
3 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
3 |
| FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
3 |
| FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
3 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
| ETMDX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Maryland Municipal Income Fund Class A |
3 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
3 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
| SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A |
3 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
3 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| VBCVX - VALIC Co I - Systematic Value Fund |
3 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
3 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
3 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
3 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
3 |
| JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A |
3 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| John Hancock Funds II - Health Sciences Fund Class NAV |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| PSCE - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| Red Door Wealth Management, LLC |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
| Howard Wealth Management, Llc |
3 |
| Integrated Advisors Network LLC |
3 |
| Great Diamond Partners, LLC |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Column Capital Advisors, LLC |
3 |
| Recurrent Investment Advisors LLC |
3 |
| Xtx Markets Llc |
3 |
| Optas, LLC |
3 |
| Arkadios Wealth Advisors |
3 |
| Deseret Mutual Benefit Administrators |
3 |
| Argent Advisors, Inc. |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares |
3 |
| RMR Wealth Builders |
3 |
| Filbrandt Wealth Management, LLC |
3 |
| HighMark Wealth Management LLC |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| Graypoint LLC |
3 |
| Glg Inc. |
3 |
| Royal Fund Management, LLC |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Jackson Square Capital, Llc |
3 |
| MBEQX - M FUND INC - M International Equity Fund |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
3 |
| HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
3 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
| DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A |
3 |
| DoubleLine Yield Opportunities Fund |
3 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
| LMMDX - Trust for Advised Portfolios - 1919 Maryland Tax-Free Income Fund Class A |
3 |
| Core Alternative Capital |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
3 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
3 |
| HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
3 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
3 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
3 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
3 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
| Murchinson Ltd. |
3 |
| ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
3 |
| Future Financial Wealth Managment LLC |
3 |
| DCM Advisors, LLC |
3 |
| Syverson Strege & Co |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Allegheny Financial Group LTD |
3 |
| Sittner & Nelson, Llc |
3 |
| Interchange Capital Partners, LLC |
3 |
| CoreFirst Bank & Trust |
3 |
| Tradition Wealth Management, LLC |
3 |
| Investment Management Corp of Ontario |
3 |
| Merewether Investment Management, LP |
3 |
| Orion Capital Management LLC |
3 |
| SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Childress Capital Advisors, Llc |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| Curi Wealth Management, LLC |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| Littlejohn & Co Llc |
3 |
| Pallas Capital Advisors LLC |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| Nfj Investment Group, Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
| JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Heritage Wealth Management, Llc |
3 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| Accurate Wealth Management, LLC |
3 |
| Nuveen Core Plus Impact Fund |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
3 |
| THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
3 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Smith Group Asset Management, LLC |
3 |
| TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
3 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Reuter James Wealth Management, Llc |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| Sonora Investment Management Group, LLC |
3 |
| Metis Global Partners, LLC |
3 |
| Delphia (USA) Inc. |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
3 |
| HB Wealth Management, LLC |
3 |
| Forum Financial Management, LP |
3 |
| Byrne Asset Management LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
3 |
| City State Bank |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| EATV - ADVISORS SERIES TRUST - VegTech Plant-based Innovation & Climate ETF |
3 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
| Saudi Central Bank |
3 |
| Vise Technologies, Inc. |
3 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
3 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
3 |
| DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
3 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
3 |
| SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I |
3 |
| SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| Axxcess Wealth Management, Llc |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Atlas Merchant Capital LLC |
3 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
| Citizens Business Bank |
3 |
| Advisor Partners Ii, Llc |
3 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
3 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
| Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF |
3 |
| Fidelis Capital Partners, LLC |
3 |
| QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
3 |
| Highland Peak Capital, LLC |
3 |
| Qsemble Capital Management, LP |
3 |
| Eisler Capital (US) LLC |
3 |
| Cercano Management LLC |
3 |
| SageView Advisory Group, LLC |
3 |
| Callan Family Office, LLC |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
3 |
| RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF |
3 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| Tucker Asset Management Llc |
3 |
| 3Chopt Investment Partners, LLC |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| Impact Partnership Wealth, LLC |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| iA Global Asset Management Inc. |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Portside Wealth Group, LLC |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| Arlington Trust Co LLC |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
3 |
| FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| Moss Adams Wealth Advisors LLC |
3 |
| Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
3 |
| BKM Wealth Management, LLC |
3 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
3 |
| Custom Index Systems, Llc |
3 |
| Rakuten Securities, Inc. |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| AJOVista, LLC |
3 |
| Northwest Financial Advisors |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Abich Financial Wealth Management LLC |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Ilex Capital Partners (UK) LLP |
3 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
3 |
| PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Central Pacific Bank - Trust Division |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
| Kelly Financial Services LLC |
3 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
| WR Wealth Planners, LLC |
3 |
| Ashton Thomas Securities, Llc |
3 |
| New Wave Wealth Advisors Llc |
3 |
| Principia Wealth Advisory, LLC |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
3 |
| Whipplewood Advisors, LLC |
3 |
| WealthTrak Capital Management LLC |
3 |
| Rossby Financial, LCC |
3 |
| Farringdon Capital, Ltd. |
3 |
| Banque Transatlantique SA |
3 |
| Freestone Grove Partners LP |
3 |
| Gf Fund Management Co. Ltd. |
3 |
| Ameriflex Group, Inc. |
3 |
| Capital A Wealth Management, LLC |
3 |
| Dogwood Wealth Management LLC |
3 |
| Wealthedge Investment Advisors, Llc |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| Rakuten Investment Management, Inc. |
3 |
| Private Wealth Asset Management, LLC |
3 |
| JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| Credential Securities Inc. |
3 |
| Credential Qtrade Securities Inc. |
3 |
