| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
20 |
| Morgan Stanley |
16 |
| Royal Bank Of Canada |
16 |
| Barclays Plc |
16 |
| Jpmorgan Chase & Co |
16 |
| Goldman Sachs Group Inc |
16 |
| Wells Fargo & Company/mn |
16 |
| State Street Corp |
15 |
| BlackRock, Inc. |
15 |
| Bank Of America Corp /de/ |
15 |
| Deutsche Bank Ag\ |
15 |
| Ameriprise Financial Inc |
15 |
| Citigroup Inc |
15 |
| Bnp Paribas Arbitrage, Sa |
15 |
| BlackRock Fund Advisors |
14 |
| Allianz Asset Management GmbH |
14 |
| Vanguard Group Inc |
14 |
| Northern Trust Corp |
14 |
| Dimensional Fund Advisors Lp |
14 |
| Invesco Ltd. |
14 |
| Citadel Advisors Llc |
14 |
| SG Americas Securities, LLC |
14 |
| Bessemer Group Inc |
14 |
| Bank of New York Mellon Corp |
14 |
| Pnc Financial Services Group, Inc. |
13 |
| Susquehanna International Group, Llp |
13 |
| Millennium Management Llc |
13 |
| Geode Capital Management, Llc |
13 |
| Manufacturers Life Insurance Company, The |
13 |
| D. E. Shaw & Co., Inc. |
13 |
| Creative Planning |
13 |
| Proequities, Inc. |
13 |
| Lazard Asset Management Llc |
13 |
| Pacer Advisors, Inc. |
13 |
| Renaissance Technologies Llc |
13 |
| Credit Suisse Ag/ |
13 |
| American International Group, Inc. |
13 |
| California Public Employees Retirement System |
13 |
| Tower Research Capital LLC (TRC) |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
13 |
| UBS Group AG |
13 |
| Jefferies Group LLC |
12 |
| BlackRock Investment Management, LLC |
12 |
| Paloma Partners Management Co |
12 |
| Alliancebernstein L.p. |
12 |
| Ubs Asset Management Americas Inc |
12 |
| Prudential Financial Inc |
12 |
| Metropolitan Life Insurance Co/ny |
12 |
| Northwestern Mutual Wealth Management Co |
12 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
12 |
| Loomis Sayles & Co L P |
12 |
| Russell Frank Co/ |
12 |
| Price T Rowe Associates Inc /md/ |
12 |
| Fmr Llc |
12 |
| BlackRock Institutional Trust Company, N.A. |
12 |
| Franklin Resources Inc |
12 |
| California State Teachers Retirement System |
12 |
| Charles Schwab Investment Management Inc |
12 |
| O'shaughnessy Asset Management, Llc |
12 |
| Gsa Capital Partners Llp |
12 |
| Panagora Asset Management Inc |
12 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
12 |
| Ladenburg Thalmann Financial Services Inc |
12 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
12 |
| Ubs Ag |
12 |
| Glenmede Trust Co Na |
12 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
12 |
| Teachers Advisors, Llc |
12 |
| Tiaa Cref Investment Management Llc |
12 |
| Two Sigma Investments, Lp |
12 |
| Prelude Capital Management, Llc |
12 |
| IFP Advisors, Inc |
12 |
| BlueCrest Capital Management Ltd |
12 |
| Thrivent Financial For Lutherans |
12 |
| Nationwide Fund Advisors |
12 |
| Verition Fund Management LLC |
12 |
| Rhumbline Advisers |
12 |
| Wellington Management Group Llp |
12 |
| Walleye Trading LLC |
12 |
| Two Sigma Advisers, Lp |
12 |
| Great West Life Assurance Co /can/ |
12 |
| Bank Of Montreal /can/ |
12 |
| Aqr Capital Management Llc |
12 |
| Victory Capital Management Inc |
12 |
| Huntington National Bank |
12 |
| Advisor Group, Inc. |
11 |
| Legal & General Group Plc |
11 |
| First Trust Advisors Lp |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| Fifth Third Bancorp |
11 |
| First Horizon Advisors, Inc. |
11 |
| Trexquant Investment LP |
11 |
| New York State Teachers Retirement System |
11 |
| ProShare Advisors LLC |
11 |
| Nomura Holdings Inc |
11 |
| Dupont Capital Management Corp |
11 |
| Sei Investments Co |
11 |
| BlackRock Advisors LLC |
11 |
| Guggenheim Capital Llc |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
11 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
11 |
| State Board Of Administration Of Florida Retirement System |
11 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
11 |
| Comerica Bank |
11 |
| Macquarie Group Ltd |
11 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
| Cubist Systematic Strategies, LLC |
11 |
| Quantbot Technologies LP |
11 |
| A.R.T. Advisors, LLC |
11 |
| Signaturefd, Llc |
11 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
11 |
| Advisor Group Holdings, Inc. |
11 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
11 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
11 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
11 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
11 |
| Raymond James & Associates |
11 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
11 |
| Engineers Gate Manager LP |
11 |
| Highbridge Capital Management Llc |
11 |
| Voya Investment Management Llc |
11 |
| Balyasny Asset Management Llc |
11 |
| American Century Companies Inc |
11 |
| Dynamic Technology Lab Private Ltd |
11 |
| Kcg Holdings, Inc. |
11 |
| Squarepoint Ops LLC |
11 |
| Parametric Portfolio Associates Llc |
11 |
| Captrust Financial Advisors |
11 |
| Blair William & Co/il |
11 |
| Vanguard Index Funds |
11 |
| Stifel Financial Corp |
11 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
11 |
| Public Employees Retirement System Of Ohio |
11 |
| Municipal Employees' Retirement System of Michigan |
11 |
| Nisa Investment Advisors, Llc |
11 |
| Qube Research & Technologies Ltd |
11 |
| Bridgeway Capital Management Inc |
11 |
| New York State Common Retirement Fund |
11 |
| Federated Hermes, Inc. |
11 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
11 |
| Strs Ohio |
11 |
| Axa S.a. |
11 |
| Oxford Asset Management Llp |
11 |
| Norges Bank |
11 |
| Envestnet Asset Management Inc |
11 |
| Quadrature Capital Ltd |
11 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
11 |
| Amalgamated Bank |
11 |
| Us Bancorp \de\ |
11 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
11 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
11 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
11 |
| Oppenheimer Funds Inc |
10 |
| Stevens Capital Management Lp |
10 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
10 |
| Point72 Hong Kong Ltd |
10 |
| BlackRock Group LTD |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
10 |
| State Farm Variable Product Trust |
10 |
| State Farm Mutual Fund Trust |
10 |
| Credit Agricole S A |
10 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
10 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
10 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
10 |
| Texas Permanent School Fund |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| KBC Group NV |
10 |
| Riverhead Capital Management Llc |
10 |
| State of Tennessee, Treasury Department |
10 |
| Hsbc Holdings Plc |
10 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
10 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
10 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
10 |
| MUFG Americas Holdings Corp |
10 |
| Cutler Group LP |
10 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
10 |
| Russell Investments Group, Ltd. |
10 |
| Los Angeles Capital Management Llc |
10 |
| Schroder Investment Management Group |
10 |
| Simplex Trading, Llc |
10 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
10 |
| Teacher Retirement System Of Texas |
10 |
| Marshall Wace North America L.P. |
10 |
| Ameritas Investment Partners, Inc. |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
10 |
| Marshall Wace, Llp |
10 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
10 |
| RidgeWorth Capital Management LLC |
10 |
| Acadian Asset Management Llc |
10 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
10 |
| Quantitative Systematic Strategies LLC |
10 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
10 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
10 |
| Putnam Investments Llc |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| Ellington Management Group Llc |
10 |
| Arizona State Retirement System |
10 |
| Virginia Retirement Systems Et Al |
10 |
| Group One Trading, L.p. |
10 |
| Algert Global Llc |
10 |
| Landscape Capital Management, L.l.c. |
10 |
| Winton Capital Group Ltd |
10 |
| Asset Management One Co., Ltd. |
10 |
| Mason Street Advisors, Llc |
10 |
| State Of Wisconsin Investment Board |
10 |
| LS Investment Advisors, LLC |
10 |
| Capital Fund Management S.a. |
10 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
10 |
| Louisiana State Employees Retirement System |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| PineBridge Investments, L.P. |
10 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
10 |
| Canada Pension Plan Investment Board |
10 |
| Meeder Asset Management Inc |
10 |
| Swiss National Bank |
10 |
| Boston Partners |
10 |
| PDT Partners, LLC |
10 |
| Boothbay Fund Management, Llc |
10 |
| Connor, Clark & Lunn Investment Management Ltd. |
10 |
| GWM Advisors LLC |
10 |
| Graham Capital Management, L.P. |
10 |
| Sterling Capital Management LLC |
10 |
| Arrowstreet Capital, Limited Partnership |
10 |
| Piedmont Investment Advisors Llc |
10 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
10 |
| Jane Street Group, Llc |
10 |
| Public Sector Pension Investment Board |
10 |
| Royce & Associates Lp |
10 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
10 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
10 |
| Neuberger Berman Group LLC |
10 |
| QS Investors, LLC |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| Quadrant Capital Group Llc |
10 |
| Aperio Group, LLC |
10 |
| Principal Financial Group Inc |
10 |
| Principal Funds Inc |
10 |
| United Services Automobile Association |
10 |
| Mirae Asset Global Investments Co., Ltd. |
10 |
| ClariVest Asset Management LLC |
10 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
10 |
| First Mercantile Trust Co |
10 |
| Spark Investment Management LLC |
10 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
| Janney Montgomery Scott LLC |
10 |
| Hillsdale Investment Management Inc. |
10 |
| Cwm, Llc |
10 |
| Hbk Investments L P |
10 |
| Jacobs Levy Equity Management, Inc |
10 |
| Northern Trust Co Of Connecticut |
10 |
| Point72 Asset Management, L.P. |
10 |
| Parallax Volatility Advisers, L.P. |
10 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
10 |
| Tudor Investment Corp Et Al |
10 |
| Gotham Asset Management, LLC |
10 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
10 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
10 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
9 |
| Numeric Investors Llc |
9 |
| Lombard Odier Asset Management (USA) Corp |
9 |
| Harbour Investments, Inc. |
9 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
9 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| Raymond James Financial Inc |
9 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
9 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
| Allworth Financial LP |
9 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
9 |
| Absolute Return Capital, LLC |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| TCI Wealth Advisors, Inc. |
9 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
9 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
9 |
| Assetmark, Inc |
9 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
9 |
| Gemmer Asset Management LLC |
9 |
| Financial Architects, Inc |
9 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
9 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| Parkside Financial Bank & Trust |
9 |
| Airain ltd |
9 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
9 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
9 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
9 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
9 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
9 |
| Steward Partners Investment Advisory, Llc |
9 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
9 |
| Federation des caisses Desjardins du Quebec |
9 |
| Mutual Of America Capital Management Llc |
9 |
| Managed Account Advisors Llc |
9 |
| Man Group plc |
9 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
9 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
9 |
| Crossmark Global Holdings, Inc. |
9 |
| Wolverine Asset Management Llc |
9 |
| Systematic Financial Management Lp |
9 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
| Schonfeld Strategic Advisors LLC |
9 |
| Capstone Asset Management Co |
9 |
| Parallel Advisors, LLC |
9 |
| Nine Chapters Capital Management LLC |
9 |
| SRS Capital Advisors, Inc. |
9 |
| Vanguard World Fund |
9 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
9 |
| Wolverine Trading, Llc |
9 |
| MAI Capital Management |
9 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
9 |
| Ontario Teachers Pension Plan Board |
9 |
| Laurion Capital Management LP |
9 |
| NumerixS Investment Technologies Inc |
9 |
| Jane Street Holding, LLC |
9 |
| Brandywine Global Investment Management, LLC |
9 |
| Wealthspire Advisors, L.P. |
9 |
| Hrt Financial Lp |
9 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
9 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
9 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
9 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
9 |
| Acrospire Investment Management LLC |
9 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
9 |
| Versant Capital Management, Inc |
9 |
| AMP Capital Investors Ltd |
9 |
| Spot Trading L.L.C |
9 |
| AHL Partners LLP |
9 |
| Summit Trail Advisors, Llc |
9 |
| MetLife Investment Management, LLC |
9 |
| USA Financial Portformulas Corp |
9 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
9 |
| Martingale Asset Management L P |
9 |
| Campbell & CO Investment Adviser LLC |
9 |
| Cornerstone Capital Management Holdings Llc. |
9 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
9 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
9 |
| Profund Advisors Llc |
9 |
| Fuller & Thaler Asset Management, Inc. |
9 |
| Ancora Advisors, LLC |
9 |
| Menta Capital Llc |
9 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
9 |
| LPL Financial LLC |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
| State of Alaska, Department of Revenue |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
9 |
| Lord, Abbett & Co. Llc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
9 |
| Nuveen Asset Management, LLC |
9 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
9 |
| Ajo, Lp |
9 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
9 |
| MetLife Securities, Inc |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
9 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
9 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
9 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
9 |
| Bayesian Capital Management, LP |
9 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
9 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
9 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
9 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
9 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
9 |
| Virtu Financial LLC |
9 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
9 |
| Itau Unibanco Holding S.A. |
9 |
| State of New Jersey Common Pension Fund D |
9 |
| James Investment Research Inc |
9 |
| Advisory Services Network, LLC |
9 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
9 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
| Assured Investment Management LLC |
9 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
9 |
| Kennedy Capital Management, Inc. |
9 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
9 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
9 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
9 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
9 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
9 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
9 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
9 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
9 |
| PEAK6 Investments, L.P. |
9 |
| Eaton Vance Management |
9 |
| Rehmann Capital Advisory Group |
8 |
| Zacks Investment Management |
8 |
| Independent Portfolio Consultants, Inc. |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| Shell Asset Management Co |
8 |
| Tfs Capital Llc |
8 |
| Cipher Capital LP |
8 |
| Allspring Global Investments Holdings, LLC |
8 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
8 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
8 |
| Ergoteles LLC |
8 |
| Jump Financial, LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
8 |
| Irish Life Investment Managers Ltd. |
8 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
8 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
8 |
| Healthcare Of Ontario Pension Plan Trust Fund |
8 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
8 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
8 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
8 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
8 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
8 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
8 |
| Catalyst Funds Management Pty Ltd |
8 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
8 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
8 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
8 |
| Hudson Bay Capital Management LP |
8 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
8 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
8 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
8 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
8 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
8 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
8 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
8 |
| Earnest Partners Llc |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
8 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
8 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
8 |
| Polar Asset Management Partners Inc. |
8 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
8 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
8 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
8 |
| Coatue Management Llc |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
8 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
8 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
8 |
| Lsv Asset Management |
8 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
8 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
8 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
8 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
8 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
| Suntrust Banks Inc |
8 |
| First Manhattan Co |
8 |
| Corebridge Financial, Inc. |
8 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
8 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
8 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
8 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
8 |
| Regions Financial Corp |
8 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
8 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
8 |
| Mackenzie Financial Corp |
8 |
| ExodusPoint Capital Management, LP |
8 |
| Innealta Capital, Llc |
8 |
| Quantamental Technologies LLC |
8 |
| Td Asset Management Inc |
8 |
| PEAK6 Investments LLC |
8 |
| Rockefeller Capital Management L.P. |
8 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
8 |
| Caption Management, LLC |
8 |
| Commonwealth Equity Services, Llc |
8 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
8 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
8 |
| Tfs Capital Investment Trust |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
8 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
8 |
| Segall Bryant & Hamill, Llc |
8 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
8 |
| Sutton Wealth Advisors Inc. |
8 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
8 |
| Great Lakes Advisors, Llc |
8 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
8 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
8 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
8 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
| OMERS ADMINISTRATION Corp |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
8 |
| Nuveen, LLC |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
8 |
| American Portfolios Advisors |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
8 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
8 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
| Employees Retirement System of Texas |
8 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
8 |
| True Wealth Design, LLC |
8 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
| Advisors Asset Management, Inc. |
8 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
8 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
8 |
| Ubs Oconnor Llc |
8 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
8 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
8 |
| CIBC Private Wealth Group, LLC |
8 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
8 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
8 |
| Hodges Capital Management Inc. |
8 |
| Valeo Financial Advisors, LLC |
8 |
| Vanguard Horizon Funds |
8 |
| Assenagon Asset Management S.A. |
8 |
| Glen Harbor Capital Management LLC |
8 |
| Tiaa-cref Funds |
8 |
| College Retirement Equities Fund |
8 |
| Empowered Funds, LLC |
8 |
| Mason Street Advisors, Llc |
8 |
| Elkfork Partners LLC |
8 |
| Emerald Acquisition Ltd. |
8 |
| Sei Trust Co |
8 |
| Cornercap Investment Counsel Inc |
8 |
| SAC Capital Advisors LP |
8 |
| Deere & Co |
8 |
| GAM Holding AG |
8 |
| Quantitative Investment Management, LLC |
8 |
| Two Sigma Securities, Llc |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| Jones Financial Companies Lllp |
8 |
| Smithfield Trust Co |
8 |
| Petrus Trust Company, LTA |
8 |
| Stone Ridge Asset Management LLC |
8 |
| Capstone Investment Advisors, Llc |
8 |
| Princeton Alpha Management LP |
8 |
| Brown Brothers Harriman & Co |
8 |
| BNP Paribas Asset Management Holding S.A. |
8 |
| Amalgamated Financial Corp. |
8 |
| WFG Advisors, LP |
8 |
| Private Trust Co Na |
8 |
| Cadence Capital Management Llc |
8 |
| Janus Henderson Group Plc |
8 |
| Lucus Advisors Llc |
8 |
| Vident Investment Advisory, LLC |
8 |
| Karp Capital Management Corp |
8 |
| Truist Financial Corp |
8 |
| Aquatic Capital Management LLC |
8 |
| ETRADE Capital Management LLC |
8 |
| Covestor Ltd |
8 |
| Raymond James Financial Services Advisors, Inc. |
8 |
| J. Goldman & Co LP |
8 |
| Driehaus Capital Management Llc |
8 |
| Fox Run Management, L.l.c. |
8 |
| Tarbox Family Office, Inc. |
8 |
| Oregon Public Employees Retirement Fund |
8 |
| Nicholas Investment Partners, LP |
8 |
| National Asset Management, Inc. |
8 |
| Hussman Strategic Advisors, Inc. |
8 |
| NEXT Financial Group, Inc |
8 |
| Denver Investment Advisors Llc |
8 |
| Eagle Asset Management Inc |
8 |
| Calamos Advisors LLC |
8 |
| Magnetar Financial LLC |
8 |
| Bogle Investment Management L P /de/ |
8 |
| Clark Capital Management Group, Inc. |
8 |
| Hutchin Hill Capital, LP |
8 |
| Howe & Rusling Inc |
8 |
| Plante Moran Financial Advisors, LLC |
8 |
| Boston Advisors Llc |
8 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
7 |
| Point72 Middle East FZE |
7 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
7 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
7 |
| D.a. Davidson & Co. |
7 |
| Maryland State Retirement & Pension System |
7 |
| Manchester Capital Management LLC |
7 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
7 |
| Johnson Financial Group, Inc. |
7 |
| Sciencast Management LP |
7 |
| Farther Finance Advisors, LLC |
7 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
7 |
| Intech Investment Management Llc |
7 |
| Oppenheimer Etf Trust |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
7 |
| Vantage Consulting Group Inc |
7 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
| Occudo Quantitative Strategies Lp |
7 |
| Shelton Capital Management |
7 |
| Quinn Opportunity Partners LLC |
7 |
| Natixis Advisors, L.p. |
7 |
| HighTower Advisors, LLC |
7 |
| Cim Investment Mangement Inc |
7 |
| Coldstream Capital Management Inc |
7 |
| Pnc Funds |
7 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
| Chicago Equity Partners Llc |
7 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
| Rydex Etf Trust |
7 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
7 |
| FNY Managed Accounts LLC |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| Lisanti Capital Growth, LLC |
7 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
7 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
7 |
| Catalyst Capital Advisors LLC |
7 |
| Marathon Trading Investment Management LLC |
7 |
| Pinnacle Wealth Planning Services, Inc. |
7 |
| Bokf, Na |
7 |
| Larson Financial Group LLC |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| Hancock Whitney Corp |
7 |
| Rothschild Asset Management Inc |
7 |
| Scopus Asset Management, L.p. |
7 |
| Holocene Advisors, LP |
7 |
| XTX Topco Ltd |
7 |
| National Planning Corp |
7 |
| Glassman Wealth Services |
7 |
| Berman Capital Advisors, LLC |
7 |
| Private Capital Group, LLC |
7 |
| Fortitude Family Office, LLC |
7 |
| Geneos Wealth Management Inc. |
7 |
| Whitebox Advisors Llc |
7 |
| Sofos Investments, Inc. |
7 |
| Global Retirement Partners, LLC |
7 |
| Walleye Capital LLC |
7 |
| Lindbrook Capital, Llc |
7 |
| Alphacrest Capital Management Llc |
7 |
| Cresset Asset Management, LLC |
7 |
| Atom Investors LP |
7 |
| FDx Advisors, Inc. |
7 |
| IMC-Chicago, LLC |
7 |
| APG Asset Management N.V. |
7 |
| Proficio Capital Partners LLC |
7 |
| Chimera Capital Management LLC |
7 |
| GAMMA Investing LLC |
7 |
| Alps Advisors Inc |
7 |
| Jupiter Asset Management Ltd |
7 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
7 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
7 |
| Clinton Group Inc |
7 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
7 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
7 |
| Pathstone Family Office, Llc |
7 |
| World Asset Management Inc |
7 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
7 |
| Seven Eight Capital, Lp |
7 |
| Private Advisor Group, LLC |
7 |
| FineMark National Bank & Trust |
7 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
7 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
7 |
| Police & Firemen's Retirement System of New Jersey |
7 |
| HAP Trading, LLC |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
7 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
7 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
7 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| Jfs Wealth Advisors, Llc |
7 |
| Ionic Capital Management LLC |
7 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| FIL Ltd |
7 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
7 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
| Capital One, National Association |
7 |
| Guggenheim Active Allocation Fund |
7 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
7 |
| GLG Partners LP |
7 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
7 |
| Synovus Financial Corp |
7 |
| Commonwealth Bank Of Australia |
7 |
| Natixis |
7 |
| State of Wyoming |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
7 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
7 |
| Yousif Capital Management, Llc |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
7 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
7 |
| Rothschild Investment Llc |
7 |
| Maverick Capital Ltd |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| CIBC Asset Management Inc |
7 |
| Reilly Financial Advisors, Llc |
7 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
7 |
| RBF Capital, LLC |
7 |
| Toronto Dominion Bank |
7 |
| Sawtooth Solutions, LLC |
7 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
7 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
7 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| Voloridge Investment Management, Llc |
7 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
7 |
| Benjamin F. Edwards & Company, Inc. |
7 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
7 |
| First Hawaiian Bank |
7 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
7 |
| Css Llc/il |
7 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
7 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
7 |
| Sculptor Capital LP |
7 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
7 |
| Caxton Associates Lp |
7 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
7 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
7 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
7 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
| SECOR Capital Advisors, LP |
7 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
7 |
| Aigen Investment Management, Lp |
7 |
| Palisade Capital Management Llc/nj |
7 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
7 |
| Farmers & Merchants Investments Inc |
7 |
| Csenge Advisory Group |
7 |
| Quarry LP |
7 |
| Fund 1 Investments, LLC |
7 |
| Ensign Peak Advisors, Inc |
7 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
7 |
| Fieldpoint Private Securities, LLC |
7 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| Punch & Associates Investment Management, Inc. |
7 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| Sherbrooke Park Advisers Llc |
7 |
| Neuburgh Advisers LLC |
7 |
| Meadow Creek Investment Management LLC |
7 |
| Keybank National Association/oh |
7 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
7 |
| Hartford Mutual Funds Inc/ct |
7 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
7 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
7 |
| SBI Securities Co., Ltd. |
7 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
7 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
| CI Private Wealth, LLC |
7 |
| GV Financial Advisors |
7 |
| Teza Capital Management LLC |
7 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
7 |
| EverSource Wealth Advisors, LLC |
7 |
| Hartland & Co., LLC |
7 |
| Versor Investments LP |
7 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
| Xact Kapitalforvaltning AB |
7 |
| Cibc World Markets Corp |
7 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
7 |
| Public Employees Retirement Association Of Colorado |
7 |
| Societe Generale |
7 |
| Clear Street Markets Llc |
7 |
| Old Mutual Customised Solutions (proprietary) Ltd |
7 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
7 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
7 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
7 |
| VTL Associates, LLC |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| Friess Associates Llc |
7 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| EverPoint Asset Management, LLC |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
7 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
7 |
| Nordea Investment Management Ab |
7 |
| M&t Bank Corp |
7 |
| Advisors Preferred, LLC |
6 |
| King Luther Capital Management Corp |
6 |
| Carlson Capital L P |
6 |
| Sit Investment Associates Inc |
6 |
| Pine River Capital Management L.P. |
6 |
| Armistice Capital, Llc |
6 |
| Barings Llc |
6 |
| Jefferies Financial Group Inc. |
6 |
| Visium Asset Management, LP |
6 |
| Clearbridge Investments, LLC |
6 |
| Cortina Asset Management, LLC |
6 |
| Lmcg Investments, Llc |
6 |
| Aristides Capital LLC |
6 |
| Buckingham Capital Management Inc |
6 |
| Susquehanna Fundamental Investments, Llc |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| EAM Investors, LLC |
6 |
| Fiera Capital Corp |
6 |
| Dreman Value Management, L L C |
6 |
| Nomura Asset Management Co Ltd |
6 |
| Bryn Mawr Capital Management Inc |
6 |
| Icon Advisers Inc/co |
6 |
| Mazama Capital Management Inc |
6 |
| BlackRock Japan Co. Ltd |
6 |
| Amundi Pioneer Asset Management Inc |
6 |
| Scotia Capital Inc. |
6 |
| Bridgewater Associates, LP |
6 |
| First Republic Investment Management, Inc. |
6 |
| Cambridge Trust Co |
6 |
| Whittier Trust Co |
6 |
| National Bank Of Canada /fi/ |
6 |
| Amundi |
6 |
| Jennison Associates Llc |
6 |
| Robeco Institutional Asset Management B.V. |
6 |
| Paradigm Asset Management Co Llc |
6 |
| Gabelli Funds Llc |
6 |
| Daiwa Securities Group Inc. |
6 |
| Barrow Hanley Mewhinney & Strauss Llc |
6 |
| Sandy Spring Bank |
6 |
| LMR Partners LLP |
6 |
| Pinnacle Financial Partners Inc |
6 |
| BRYN MAWR TRUST Co |
6 |
| Wealthfront Inc |
6 |
| Mariner, LLC |
6 |
| Pictet Asset Management Ltd |
6 |
| Santa Fe Partners LLC |
6 |
| Everence Capital Management Inc |
6 |
| Convergence Investment Partners, LLC |
6 |
| Globeflex Capital L P |
6 |
| Monarch Partners Asset Management LLC |
6 |
| Rational Advisors Llc |
6 |
| Timber Hill LLC |
6 |
| Advent Capital Management /de/ |
6 |
| CIBC World Markets Inc. |
6 |
| CenterStar Fund, LLC |
6 |
| Meritage Portfolio Management |
6 |
| Alberta Investment Management Corp |
6 |
| Mather Group, Llc. |
6 |
| Hanseatic Management Services Inc |
6 |
| Cullen/frost Bankers, Inc. |
6 |
| Retirement Systems of Alabama |
6 |
| 1st Global Advisors, Inc. |
6 |
| Integral Derivatives, LLC |
6 |
| Chevy Chase Trust Holdings, Inc. |
6 |
| Sageworth Trust Co |
6 |
| Atria Investments Llc |
6 |
| Fisher Asset Management, LLC |
6 |
| Denali Advisors Llc |
6 |
| Moody National Bank Trust Division |
6 |
| DekaBank Deutsche Girozentrale |
6 |
| Picton Mahoney Asset Management |
6 |
| Mackay Shields Llc |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| Umb Bank N A/mo |
6 |
| Dynamic Technology Lab Pte Ltd |
6 |
| Vanguard Whitehall Funds |
6 |
| CENTRAL TRUST Co |
6 |
| Kalos Management, Inc. |
6 |
| Renaissance Group Llc |
6 |
| Tradeworx Inc. |
6 |
| New England Securities Corp /MA/ |
6 |
| Brevan Howard Capital Management LP |
6 |
| Davidson Kempner Capital Management Lp |
6 |
| Cetera Investment Advisers |
6 |
| Cooper Creek Partners Management Llc |
6 |
| Rafferty Asset Management, LLC |
6 |
| Invictus RG |
6 |
| Element Capital Management Llc |
6 |
| Signet Financial Management, Llc |
6 |
| Fred Alger Management, Llc |
6 |
| Allstate Corp |
6 |
| Baird Financial Group, Inc. |
6 |
| Mosaic Family Wealth, LLC |
6 |
| Westpac Banking Corp |
6 |
| First Personal Financial Services |
6 |
| Handelsbanken Fonder AB |
6 |
| Johnson Investment Counsel Inc |
6 |
| Bank Of Nova Scotia |
6 |
| Placemark Investments, Inc. |
6 |
| Qs Batterymarch Financial Management, Inc |
6 |
| Cable Hill Partners, LLC |
6 |
| AGF Investments LLC |
6 |
| Harvest Fund Management Co., Ltd |
6 |
| Cerity Partners LLC |
6 |
| IHT Wealth Management, LLC |
6 |
| Tyers Asset Management LLC |
6 |
| Intrinsic Edge Capital Management LLC |
6 |
| SG3 Management, LLC |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
6 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| Forum Funds |
6 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
6 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
6 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
6 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
6 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
6 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
6 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
6 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
6 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
6 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
6 |
| Alliancebernstein Global High Income Fund Inc |
6 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
6 |
| Centiva Capital, LP |
6 |
| Tibra Equities Europe Ltd |
6 |
| Legacy Financial Advisors, Inc. |
6 |
| Financial Gravity Companies, Inc. |
6 |
| Investors Research Corp |
6 |
| North Fourth Asset Management, LP |
6 |
| CWM Advisors, LLC |
6 |
| AdvisorNet Financial, Inc |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| FNY Investment Advisers, LLC |
6 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
6 |
| Ellevest, Inc. |
6 |
| Pearl River Capital, LLC |
6 |
| Blueshift Asset Management, LLC |
6 |
| Magnus Financial Group LLC |
6 |
| Weld Capital Management Llc |
6 |
| Quantinno Capital Management LP |
6 |
| Harvest Investment Services, LLC |
6 |
| Toroso Investments, LLC |
6 |
| Alpha Quant Advisors, Llc |
6 |
| Prestige Wealth Management Group LLC |
6 |
| Vantagepoint Funds |
6 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
6 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
6 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
6 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
6 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
6 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
6 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
6 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
6 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
6 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
6 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
6 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
6 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
6 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
6 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
6 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
6 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
6 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
6 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
6 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
6 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
6 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
6 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
6 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
6 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
6 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
6 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
6 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
6 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
| Profunds - Profund Vp Small-cap |
6 |
| Profunds - Profund Vp Ultrasmall-cap |
6 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
6 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
6 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
6 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
6 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
6 |
| Exchange Traded Concepts, Llc |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
6 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
6 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
6 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
6 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
6 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
6 |
| VCSMX - VALIC Co I - Small Cap Fund |
6 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
6 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
6 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
6 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
6 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
6 |
| Illinois Municipal Retirement Fund |
6 |
| Vestcor Inc |
6 |
| FORA Capital, LLC |
6 |
| Orion Portfolio Solutions, LLC |
6 |
| Twinbeech Capital Lp |
6 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
6 |
| State of New Jersey Common Pension Fund A |
6 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| Six Circles Trust - Six Circles Global Bond Fund |
6 |
| Wipfli Financial Advisors Llc, |
6 |
| Alpha Paradigm Partners, LLC |
6 |
| Bridgefront Capital, LLC |
6 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
6 |
| FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
6 |
| Dark Forest Capital Management Lp |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| Capital Performance Advisors Llp |
6 |
| Steward Financial Group LLC |
6 |
| Hantz Financial Services, Inc. |
6 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
6 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
6 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
6 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
6 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
6 |
| Pictet Asset Management Holding SA |
6 |
| Principal Securities, Inc. |
6 |
| Skopos Labs, Inc. |
6 |
| Smartleaf Asset Management LLC |
6 |
| EntryPoint Capital, LLC |
6 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
6 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
6 |
| Klp Kapitalforvaltning As |
6 |
| Peak6 Llc |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
| Pathstone Holdings, LLC |
5 |
| Twin Tree Management, LP |
5 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
5 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
5 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
5 |
| Campbell Multi-strategy Trust |
5 |
| Entropy Technologies, LP |
5 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
5 |
| Select Equity Group, L.P. |
5 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
5 |
| Integre Asset Management, LLC |
5 |
| Wall Street Associates |
5 |
| Cramer Rosenthal Mcglynn Llc |
5 |
| Checchi Capital Advisers, LLC |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
5 |
| First Quadrant L P/ca |
5 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
5 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| Grandeur Peak Global Advisors, LLC |
5 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
5 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
5 |
| Hartford Investment Management Co |
5 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
| WPG Advisers, LLC |
5 |
| Point72 (DIFC) Ltd |
5 |
| Belpointe Asset Management LLC |
5 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
5 |
| Interval Partners, LP |
5 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
5 |
| Sageworth Trust Co of South Dakota |
5 |
| Ascend Capital, Llc |
5 |
| Kemnay Advisory Services Inc. |
5 |
| Wedge Capital Management L L P/nc |
5 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| Wealthcare Advisory Partners LLC |
5 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
5 |
| PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
5 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
5 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
5 |
| ZPR Investment Management |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund |
5 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| Gamco Investors, Inc. Et Al |
5 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
5 |
| Empirical Finance, LLC |
5 |
| Brookstone Capital Management |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| Mork Capital Management, LLC |
5 |
| Tributary Capital Management, LLC |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| Kingdon Capital Management, L.l.c. |
5 |
| South Dakota Investment Council |
5 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| Treasurer of the State of North Carolina |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| Prospera Financial Services Inc |
5 |
| Capstone Series Fund Inc |
5 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
5 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
5 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
5 |
| Cornerstone Advisors, Inc. |
5 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
| Columbus Circle Investors |
5 |
| Wunderlich Securities, Inc. |
5 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
| Independent Advisor Alliance |
5 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
5 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
| Arrowgrass Capital Partners (us) Lp |
5 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
5 |
| CenterStar Asset Management, LLC |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| Alpine Global Management, LLC |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| General Motors Investment Management Corp |
5 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
| Cantab Capital Partners LLP |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
5 |
| Signition Lp |
5 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
5 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
5 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
5 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
5 |
| Waddell & Reed Financial Inc |
5 |
| Ronald Blue Trust, Inc. |
5 |
| Calvert Investment Management, Inc. |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
5 |
| Geduld E E |
5 |
| Tfo-tdc, Llc |
5 |
| Hexagon Capital Partners LLC |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
5 |
| 1832 Asset Management L.P. |
5 |
| Oberweis Asset Management Inc/ |
5 |
| First New York Securities Llc /ny |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| Centaurus Financial, Inc. |
5 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
5 |
| North Star Investment Management Corp. |
5 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| Cookson Peirce & Co Inc |
5 |
| First Citizens Bank & Trust Co |
5 |
| AE Wealth Management LLC |
5 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
5 |
| Pictet Asset Management Sa |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| Profunds - Profund Vp Small-cap Value |
5 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
5 |
| TrimTabs Asset Management, LLC |
5 |
| C M Bidwell & Associates Ltd |
5 |
| Tcw Group Inc |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| Elite Wealth Management, Inc. |
5 |
| Ieq Capital, Llc |
5 |
| Curian Capital Llc |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| Commonwealth Equity Services, Inc |
5 |
| BlueCrest Capital Management LLP |
5 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
5 |
| Ameritas Investment Corp |
5 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
5 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
5 |
| Enterprise Financial Services Corp |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| Harvest Management Llc |
5 |
| Carillon Tower Advisers, Inc. |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
| First Dallas Securities Inc. |
5 |
| Advisor Partners Llc |
5 |
| Profunds - Profund Vp Consumer Goods |
5 |
| Analytic Investors, LLC |
5 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
5 |
| JNBA Financial Advisors |
5 |
| Thompson Davis & Co., Inc. |
5 |
| Jacobi Capital Management LLC |
5 |
| Maple Securities Usa Inc |
5 |
| Shellback Capital, LP |
5 |
| Alpha DNA Investment Management LLC |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| Dorsey Wright & Associates |
5 |
| Bell Investment Advisors, Inc |
5 |
| True Signal Lp |
5 |
| Invictus RG Pte. Ltd. |
5 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
| Regal Investment Advisors LLC |
5 |
| CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
5 |
| Artisan Partners Limited Partnership |
5 |
| Veritable, L.P. |
5 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
5 |
| Macroview Investment Management Llc |
5 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
5 |
| Bb&t Securities, Llc |
5 |
| Ground Swell Capital, LLC |
5 |
| Shepherd Kaplan Krochuk, Llc |
5 |
| Wealthbridge Capital Management, Llc |
5 |
| Golden State Wealth Management, LLC |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| Axq Capital, Lp |
5 |
| Aviva Plc |
5 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
5 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
5 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| Gradient Investments LLC |
5 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| Brookfield Asset Management Inc. |
5 |
| Invenomic Capital Management LP |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| Inceptionr Llc |
5 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
5 |
| Headlands Technologies LLC |
5 |
| Bowling Portfolio Management LLC |
5 |
| Tyvor Capital LLC |
5 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
| BBT Capital Management, LLC |
5 |
| Jain Global LLC |
5 |
| Nissay Asset Management Corp /japan/ /adv |
5 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
5 |
| Symphony Asset Management Llc |
5 |
| Tocqueville Asset Management L.p. |
5 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
| Readystate Asset Management Lp |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
5 |
| Chase Investment Counsel Corp |
5 |
| Cigna Investments Inc /new |
5 |
| Ing Groep Nv |
5 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
5 |
| IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
5 |
| Massachusetts Financial Services Co /ma/ |
5 |
| Summit Global Investments |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
5 |
| IndexIQ Advisors LLC |
5 |
| First Allied Advisory Services, Inc. |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| Portolan Capital Management, LLC |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
5 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
5 |
| Point72 Asia (Singapore) Pte. Ltd. |
5 |
| Neo Ivy Capital Management |
5 |
| Kornitzer Capital Management Inc /ks |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| Avestar Capital, LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
5 |
| Global X Management CO LLC |
5 |
| Zebra Capital Management LLC |
5 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
5 |
| Schubert & Co |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| Leap Investments Lp |
5 |
| Capital Analysts, Inc. |
5 |
| Gladius Capital Management LP |
5 |
| Penn Capital Management Co Inc |
5 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
5 |
| Wbi Investments, Inc. |
5 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
5 |
| Cordant, Inc. |
5 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| Venturi Wealth Management, LLC |
5 |
| Duality Advisers, Lp |
5 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| Chartwell Investment Partners, Llc |
5 |
| Transce3nd, LLC |
5 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
5 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
5 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
5 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
5 |
| Nebula Research & Development LLC |
5 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| Sowell Financial Services LLC |
5 |
| Hartford Series Fund Inc |
5 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
5 |
| New York Life Investment Management Llc |
5 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
| Baker Avenue Asset Management, LP |
5 |
| Boston Private Bank & Trust Co |
5 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| Wedbush Securities Inc |
5 |
| Rotella Capital Management, Inc. |
5 |
| Creative Financial Designs Inc /adv |
5 |
| Trust Co Of Vermont |
5 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
5 |
| Omnia Family Wealth, LLC |
5 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
5 |
| Livforsakringsbolaget Skandia, Omsesidigt |
5 |
| Index Management Solutions, LLC |
5 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
5 |
| Granahan Investment Management Inc/ma |
5 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
5 |
| JustInvest LLC |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
5 |
| CoreCap Advisors, LLC |
5 |
| Boulder Hill Capital Management Lp |
5 |
| Capital Research Global Investors |
5 |
| YorkBridge Wealth Partners, LLC |
5 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
| FNY Partners Fund LP |
5 |
| Mml Investors Services, Llc |
5 |
| Associated Banc-corp |
5 |
| Disciplined Investments, LLC |
5 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
5 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
5 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
5 |
| Bailard, Inc. |
5 |
| SJS Investment Consulting Inc. |
5 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
5 |
| New Mexico Educational Retirement Board |
5 |
| Castleark Management Llc |
5 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
5 |
| Carroll Financial Associates, Inc. |
5 |
| MARSHALL WACE ASIA Ltd |
5 |
| Herndon Capital Management Llc |
5 |
| Gardner Lewis Asset Management L P |
5 |
| Stephens Inc /ar/ |
5 |
| SOUTH STATE Corp |
5 |
| Mitsubishi UFJ Trust & Banking Corp |
5 |
| Sentinel Asset Management, Inc. |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| Wexford Capital Lp |
5 |
| EAM Global Investors LLC |
5 |
| Vanguard Explorer Fund |
5 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
| CX Institutional |
5 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
5 |
| People's United Financial, Inc. |
5 |
| Lido Advisors, LLC |
5 |
| Krilogy Financial LLC |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| Commerce Bank |
5 |
| Turner Investments, L.p. |
5 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
5 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
5 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
5 |
| Rainier Investment Management Llc |
5 |
| Samlyn Capital, Llc |
5 |
| WASHINGTON TRUST Co |
5 |
| Sonora Investment Management, LLC |
5 |
| Janus Capital Management Llc |
5 |
| UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
5 |
| Braun Stacey Associates Inc |
5 |
| Brinker Capital Investments, LLC |
5 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
5 |
| Sandler Capital Management |
5 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| Bruce G. Allen Investments, LLC |
5 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
5 |
| Zazove Associates Llc |
5 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
5 |
| Spire Wealth Management |
5 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
5 |
| Mckinley Capital Management Llc /delaware |
5 |
| International Assets Investment Management, Llc |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
5 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
5 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| J.Safra Asset Management Corp |
5 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
5 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
5 |
| Smithwood Advisers, L.P. |
5 |
| Semanteon Capital Management, LP |
5 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
5 |
| Cambria Investment Management, L.P. |
5 |
| Verity Asset Management, Inc. |
5 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
5 |
| Private Wealth Management Group, LLC |
5 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
5 |
| Quest Partners LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| Lenox Wealth Management, Inc. |
5 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
5 |
| FinTrust Capital Advisors, LLC |
5 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
5 |
| Lebenthal Asset Management, LLC |
5 |
| Riverview Trust Co |
5 |
| Citizens Financial Group Inc/ri |
5 |
| Next Capital Management LLC |
5 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| Snow Capital Management Lp |
4 |
| Freestone Capital Holdings, LLC |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Perimeter Capital Partners, LLC |
4 |
| Pinnacle Associates Ltd |
4 |
| Olstein Capital Management, L.P. |
4 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
4 |
| Americana Partners, LLC |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| MIK Capital, LP |
4 |
| Transamerica Partners Funds Group Ii |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| Ssi Investment Management Llc |
4 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
4 |
| Park Place Capital Corp |
4 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
| Brinker Capital Inc |
4 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
| BTG Pactual Global Asset Management Ltd |
4 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
| Woodline Partners LP |
4 |
| Sunbelt Securities, Inc. |
4 |
| Bellevue Asset Management, Llc |
4 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
4 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
4 |
| Rs Investment Management Co Llc |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
4 |
| Guardian Life Insurance Co Of America |
4 |
| Benjamin Edwards Inc |
4 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
| Dean Investment Associates, Llc |
4 |
| CenterBook Partners LP |
4 |
| Edge Wealth Management LLC |
4 |
| Avantax Planning Partners, Inc. |
4 |
| Sound Income Strategies, LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Janney Capital Management LLC |
4 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
| MQS Management LLC |
4 |
| Highland Capital Management, Llc |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
4 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
| Alambic Investment Management, L.P. |
4 |
| Six Columns Capital, Lp |
4 |
| R&F Capital Advisors LP |
4 |
| Castle Creek Arbitrage, LLC |
4 |
| Cinctive Capital Management LP |
4 |
| Bank Of Hawaii |
4 |
| Apriem Advisors |
4 |
| Meridian Wealth Partners, LLC |
4 |
| Kanaly Trust Co |
4 |
| Soros Fund Management Llc |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| Heartland Advisors Inc |
4 |
| Stoneridge Investment Partners Llc |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
4 |
| Warren Averett Asset Management, LLC |
4 |
| NuWave Investment Management, LLC |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| Snowden Capital Advisors LLC |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| Parkwood LLC |
4 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
4 |
| Viking Global Investors Lp |
4 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
4 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
4 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Gateway Investment Advisers Llc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| Todd Asset Management Llc |
4 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
4 |
| Altshuler Shaham Ltd |
4 |
| Amtrust Financial Services, Inc. |
4 |
| Spectrum Management Group, LLC |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
4 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
4 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
4 |
| Valley National Advisers Inc |
4 |
| Matarin Capital Management, LLC |
4 |
| FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
4 |
| Focused Wealth Management, Inc |
4 |
| Usaa Etf Trust |
4 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
4 |
| Continuum Advisory, LLC |
4 |
| Korea Investment CORP |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| SpiderRock Trading LLC |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| Capricorn Fund Managers Ltd |
4 |
| Winton Diversified Opportunities Fund |
4 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
4 |
| RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
4 |
| Money Concepts Capital Corp |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
4 |
| Penserra Capital Management LLC |
4 |
| Weiss Strategic Interval Fund |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| Dubuque Bank & Trust Co |
4 |
| nVerses Capital, LLC |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| Prudential Short Duration High Yield Fund, Inc. |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Timpani Capital Management LLC |
4 |
| Quotient Investors, LLC |
4 |
| Transamerica Partners Funds Group |
4 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
4 |
| Quent Capital, LLC |
4 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
4 |
| Utah Retirement Systems |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| State Of Michigan Retirement System |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
4 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
4 |
| First Interstate Bank |
4 |
| FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
4 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
| Columbia Partners L L C Investment Management |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| Nachman Norwood & Parrott, Inc |
4 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
4 |
| Sumit Capital, Llc |
4 |
| Ninety One UK Ltd |
4 |
| Avion Wealth |
4 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
4 |
| Avalon Global Asset Management LLC |
4 |
| Kapitalo Investimentos Ltda |
4 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
| Azzad Asset Management Inc /adv |
4 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
4 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
4 |
| WealthCollab, LLC |
4 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
4 |
| Aristotle Fund, L.p. |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
4 |
| Adage Capital Partners Gp, L.l.c. |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
4 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
4 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
4 |
| Vident Advisory, LLC |
4 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
4 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
4 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Symmetry Partners, LLC |
4 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
4 |
| Atika Capital Management LLC |
4 |
| Calamos Wealth Management LLC |
4 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
4 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
| Standard Life Aberdeen plc |
4 |
| Capital Impact Advisors, LLC |
4 |
| Flinton Capital Management LLC |
4 |
| Formula Growth Ltd |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
4 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
4 |
| Evoke Wealth, Llc |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
4 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
4 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
4 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| Edgestream Partners, L.P. |
4 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
4 |
| Integrated Wealth Management |
4 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
4 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
4 |
| Duncker Streett & Co Inc |
4 |
| FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| PENN SERIES FUNDS INC - Smid Cap Value Fund |
4 |
| Ropes Wealth Advisors Llc |
4 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
4 |
| Kelly Financial Services LLC |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
4 |
| Cerebellum GP, LLC |
4 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Xponance, Inc. |
4 |
| Park Avenue Securities Llc |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| QCM Cayman, Ltd. |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
4 |
| Ritholtz Wealth Management |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
| Td Private Client Wealth Llc |
4 |
| Riverwater Partners LLC |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| Mycio Wealth Partners, Llc |
4 |
| PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
4 |
| Coppell Advisory Solutions LLC |
4 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
4 |
| Edmond De Rothschild Holding S.a. |
4 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| Delphi Management Inc /ma/ |
4 |
| Caldwell & Orkin Inc |
4 |
| Cadian Capital Management, Lp |
4 |
| United Capital Financial Advisers, Llc |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| Tcwp Llc |
4 |
| Jump Trading, LLC |
4 |
| PointState Capital LP |
4 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
4 |
| First Horizon Corp |
4 |
| Horizon Investments, LLC |
4 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
4 |
| Evercore Wealth Management, LLC |
4 |
| Orinda Asset Management LLC |
4 |
| Sachetta, LLC |
4 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
| Baird Robert W & Co Inc /wi/ |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
4 |
| ARGA Investment Management, LP |
4 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| Fortress Investment Group LLC |
4 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
4 |
| Machina Capital S.a.s. |
4 |
| Primecap Management Co/ca/ |
4 |
| Dean Capital Management |
4 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
4 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
4 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
4 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
4 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
4 |
| Securian Asset Management, Inc |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| Man Investments Ltd |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Advanced Series Trust - Ast High Yield Portfolio |
4 |
| Calton & Associates, Inc. |
4 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
| Royce Value Trust Inc |
4 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
4 |
| Veriti Management LLC |
4 |
| Melvin Capital Management LP |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| Nkcfo Llc |
4 |
| Front Row Advisors LLC |
4 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
4 |
| Eqis Capital Management, Inc. |
4 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
4 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
4 |
| Cetera Advisor Networks LLC |
4 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
| Atlantic Trust, LLC |
4 |
| MUFG Securities EMEA plc |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Capital Asset Advisory Services LLC |
4 |
| Harbor Investment Advisory, Llc |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Capula Management Ltd |
4 |
| Westwood Holdings Group Inc |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
4 |
| Breton Hill Capital Ltd. |
4 |
| Foundry Partners, LLC |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| Knight Capital Group, Inc. |
4 |
| Contravisory Investment Management, Inc. |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
4 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Diversified Trust Co |
4 |
| Symons Capital Management Inc |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| Deltec Asset Management Llc |
4 |
| Woodson Capital Management, LP |
4 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| Parametrica Management Ltd |
4 |
| Capital Management Associates /ny/ |
4 |
| IBM Retirement Fund |
4 |
| Piermont Capital Management LLC |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Burt Wealth Advisors |
4 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| Alyeska Investment Group, L.P. |
4 |
| Pitcairn Co |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
| Westport Resources Management Inc |
4 |
| Asset Dedication, LLC |
4 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| Pendal Group Ltd |
4 |
| Camarda Financial Advisors, LLC |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
| Delta Asset Management Llc/tn |
4 |
| Kellner Capital, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
4 |
| BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
4 |
| Transamerica Partners Portfolios |
4 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
| Kestra Advisory Services, LLC |
4 |
| Oakbrook Investments Llc |
4 |
| Central Bank & Trust Co |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
| Moore Capital Management, Lp |
4 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
| Smith Asset Management Group Lp |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| Quantum Capital Management |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| McAdam, LLC |
4 |
| Putnam Premier Income Trust |
4 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
4 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
4 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
4 |
| Tdam Usa Inc. |
4 |
| Financial Management Professionals, Inc. |
4 |
| Gerstein Fisher |
4 |
| Sig Brokerage, Lp |
4 |
| Trustcore Financial Services, Llc |
4 |
| Pinkerton Retirement Specialists, LLC |
4 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| Frontier Capital Management Co Llc |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| Epoch Investment Partners, Inc. |
4 |
| Weiss Asset Management LP |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
4 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
4 |
| McIlrath & Eck, LLC |
4 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| Avalon Advisors, Llc |
4 |
| Perpetual Ltd |
4 |
| GHP Investment Advisors, Inc. |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| Fortaleza Asset Management Inc/ |
4 |
| Emerald Advisers, Llc |
4 |
| Pinnacle Summer Investments, Inc. |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| Dalton Greiner Hartman Maher & Co |
4 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
4 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
4 |
| Dana Investment Advisors, Inc. |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Pier Capital, LLC |
4 |
| Royal Fund Management, LLC |
4 |
| TD Securities (USA) LLC |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
| Advisor Partners Ii, Llc |
4 |
| 361 Capital Llc |
4 |
| Impala Asset Management LLC |
4 |
| MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
4 |
| First Heartland Consultants, Inc. |
4 |
| Radcliffe Capital Management, L.P. |
4 |
| Agf Investments Inc. |
4 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
| Boston Private Wealth Llc |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| Ci Investments Inc. |
4 |
| Oppenheimer & Co Inc |
4 |
| Balentine LLC |
4 |
| Solaris Asset Management Llc |
4 |
| Spot Trading L.l.c. |
4 |
| Tompkins Financial Corp |
4 |
| Ada Investment Management, LP |
4 |
| Perkins Investment Management, LLC |
4 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
4 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| Bank Julius Baer & Co. Ltd, Zurich |
4 |
| Americafirst Capital Management, Llc |
4 |
| Estabrook Capital Management |
4 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
| CSat Investment Advisory, L.P. |
4 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
4 |
| Rice Hall James & Associates, Llc |
4 |
| Gary Goldberg Planning Services Inc |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| Jpmorgan Trust Iii |
4 |
| PKO Investment Management Joint-Stock Co |
4 |
| Exane Derivatives |
4 |
| Tradition Wealth Management, LLC |
4 |
| Key FInancial Inc |
4 |
| Polymer Capital Management (US) LLC |
4 |
| Stephens Consulting, LLC |
4 |
| Deprince Race & Zollo Inc |
4 |
| GW&K Investment Management, LLC |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Advent Claymore Convertible Securities & Income Fund |
4 |
| SG Capital Management LLC |
4 |
| First National Bank Of Omaha |
4 |
| Comerica Securities,inc. |
4 |
| Tsfg, Llc |
4 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
4 |
| Bartlett & Co. LLC |
4 |
| Gts Securities Llc |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
4 |
| Tortoise Investment Management, LLC |
4 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
4 |
| Etf Managers Group, Llc |
4 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
4 |
| Caas Capital Management Lp |
4 |
| Platte River Capital LLC |
4 |
| Mv Capital Management, Inc. |
4 |
| Mendota Financial Group, LLC |
4 |
| SevenBridge Financial Group, LLC |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| Next Financial Holdings |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| Westfield Capital Management Co Lp |
4 |
| L & S Advisors Inc |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| Eagle Boston Investment Management Inc |
4 |
| Cupps Capital Management, LLC |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| Rise Advisors, LLC |
4 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
4 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
4 |
| Oppenheimer Global Multi Strategies Fund |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
| North Growth Management Ltd. |
3 |
| Amica Mutual Insurance Co |
3 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
3 |
| Pflug Koory, LLC |
3 |
| Redwood Investments, LLC |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| Meru Capital Group, LP |
3 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| Handelsinvest Investeringsforvaltning |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| Global X Funds |
3 |
| Erste Asset Management GmbH |
3 |
| Whitnell & Co. |
3 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
3 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
| Mfs Charter Income Trust |
3 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
3 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
3 |
| Hourglass Capital, Llc |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Advance Capital I Inc |
3 |
| Impax Asset Management Group plc |
3 |
| Moors & Cabot, Inc. |
3 |
| Congress Asset Management Co /ma |
3 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| Crawford Investment Counsel Inc |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Opus Capital Group, LLC |
3 |
| Decatur Capital Management, Inc. |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
3 |
| Blackrock Master Llc |
3 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
| Essex Investment Management Co Llc |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| Schonfeld Group Holdings LLC |
3 |
| Triangle Securities Wealth Management |
3 |
| Montag & Caldwell, Llc |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| Sentinel Group Funds Inc |
3 |
| Sterneck Capital Management, LLC |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| DRW Securities, LLC |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Allred Capital Management, LLC |
3 |
| Sheets Smith Wealth Management |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| Comerica Securities Inc |
3 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
3 |
| Clearline Capital LP |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
| HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
3 |
| Rockbridge Investment Management, LCC |
3 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
3 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| Insight Capital Research & Management Inc |
3 |
| Tiverton Asset Management Llc |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
| Financial Counselors Inc |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| Andra AP-fonden |
3 |
| Bel Air Investment Advisors Llc |
3 |
| Quantedge Capital Pte Ltd |
3 |
| Aptus Capital Advisors, LLC |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| Aviance Capital Management, Llc |
3 |
| Mizuho Securities Co. Ltd. |
3 |
| Aster Investment Management Co Inc |
3 |
| Southpoint Capital Advisors LP |
3 |
| Apollon Wealth Management, LLC |
3 |
| AllSquare Wealth Management LLC |
3 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
| Raymond James Trust N.a. |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
| John Hancock Income Securities Trust |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Seeyond |
3 |
| Kistler-Tiffany Companies, LLC |
3 |
| Alera Investment Advisors, LLC |
3 |
| South Texas Money Management Ltd |
3 |
| Oliver Luxxe Assets LLC |
3 |
| JBF Capital, Inc. |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| TFC Financial Management |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| Nokomis Capital, L.L.C. |
3 |
| Fortem Financial Group, Llc |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| Prudential Plc |
3 |
| First Eagle Investment Management, LLC |
3 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| Eisler Capital Management Ltd. |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Natixis Investment Managers International |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
3 |
| Wasatch Advisors Inc |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
3 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
| Catapult Capital Management Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| Otter Creek Management Inc |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| Chicago Partners Investment Group LLC |
3 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| Claro Advisors LLC |
3 |
| Wolff Wiese Magana Llc |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| Fulton Bank, N.a. |
3 |
| Cnh Partners Llc |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Hemington Wealth Management |
3 |
| Quest Capital Management Inc /adv |
3 |
| Bray Capital Advisors |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| Prio Wealth Limited Partnership |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| Cypress Capital, LLC |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| City National Bank |
3 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
3 |
| Intersect Capital LLC |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| Princeton Global Asset Management LLC |
3 |
| Highland Capital Management Lp |
3 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
| Moody Aldrich Partners Llc |
3 |
| Cim, Llc |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| Trust For Advisor Solutions |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| Opal Wealth Advisors, LLC |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| Bck Capital Management Lp |
3 |
| Kore Private Wealth LLC |
3 |
| Easterly Investment Partners Llc |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| Mercer Global Advisors Inc /adv |
3 |
| Inspire Advisors, LLC |
3 |
| Caldwell Securities, Inc |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Fiduciary Trust Co |
3 |
| Vontobel Holding Ltd. |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| CHICAGO TRUST Co NA |
3 |
| SummerHaven Investment Management, LLC |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| Exos Asset Management LLC |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| Vivaldi Asset Management, LLC |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
3 |
| Amica Retiree Medical Trust |
3 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Monetary Management Group Inc |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| River & Mercantile Asset Management Llp |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| Cognios Capital, LLC |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| PGIM Short Duration High Yield Opportunities Fund |
3 |
| Mfs Multimarket Income Trust |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Adirondack Trust Co |
3 |
| Stancorp Investment Advisers Inc |
3 |
| Systematic Alpha Investments, LLC |
3 |
| Shay Capital LLC |
3 |
| Arden Investment Series Trust |
3 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
3 |
| Coronation Fund Managers Ltd. |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| Delphi Private Advisors LLC |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| Amica Pension Fund Board Of Trustees |
3 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Kb Financial Partners, Llc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| Sentry Investment Management Llc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
3 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| Belvedere Trading LLC |
3 |
| Eagle Bay Advisors LLC |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Sanctuary Advisors, LLC |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Toth Financial Advisory Corp |
3 |
| Advisor Resource Council |
3 |
| Amerivest Investment Management LLC |
3 |
| Alpine Associates Management Inc. |
3 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
| Wilmington Funds Management Corp |
3 |
| Accurate Wealth Management, LLC |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Ledyard National Bank |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Strategic Capital Group LLC |
3 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
| Eminence Capital, Lp |
3 |
| Standard Life Investments LTD |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
3 |
| JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund |
3 |
| Kepos Capital LP |
3 |
| First Midwest Bank Trust Division |
3 |
| FourThought Financial, LLC |
3 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
3 |
| QUANTRES ASSET MANAGEMENT Ltd |
3 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
3 |
| ANTIPODES PARTNERS Ltd |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Blackstone Group Inc |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| Fosun International Ltd |
3 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
| Pennsylvania Trust Co |
3 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
3 |
| Venator Capital Management Ltd. |
3 |
| AdvisorShares Investments LLC |
3 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
3 |
| Ranger Investment Management, L.P. |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Oak Thistle LLC |
3 |
| Skylands Capital, LLC |
3 |
| Maxi Investments CY Ltd |
3 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
3 |
| Chiron Investment Management, LLC |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| Vahanian & Associates Financial Planning Inc. |
3 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| Virginia Retirement System |
3 |
| Wells Fargo Global Dividend Opportunity Fund |
3 |
| Koshinski Asset Management, Inc. |
3 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
3 |
| NewSquare Capital LLC |
3 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
| Old Mission Capital Llc |
3 |
| HighVista Strategies LLC |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| Wells Fargo Multi-sector Income Fund |
3 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
3 |
| American Financial Group Inc |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
3 |
| Buckingham Strategic Partners |
3 |
| Wcm Investment Management, Llc |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Putnam Fl Investment Management Co |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| China Universal Asset Management Co., Ltd. |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
| Mik Capital Llc |
3 |
| Tcw Alternative Funds |
3 |
| Fort, L.p. |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| Corton Capital Inc. |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Gdl Fund |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
| HB Wealth Management, LLC |
3 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
3 |
| Raleigh Capital Management Inc. |
3 |
| Credit Industriel Et Commercial |
3 |
| Kettle Hill Capital Management, Llc |
3 |
| Forum Financial Management, LP |
3 |
| Fieldview Capital Management, LLC |
3 |
| Accident Compensation Corp |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| Rialto Wealth Management, LLC |
3 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
| Polianta Ltd |
3 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
3 |
| Pax World Management Llc |
3 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
3 |
| TIG Advisors, LLC |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| Financial Advisors Network, Inc. |
3 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| Hood River Capital Management LLC |
3 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
3 |
| DnB Asset Management AS |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| Suvretta Capital Management, Llc |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| Advisory Research Inc |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| Masters Capital Management Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| Brown Advisory Inc |
3 |
| Glazer Capital, Llc |
3 |
| Emory University |
3 |
| Courage Capital Management Llc |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| M&r Capital Management Inc |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| Koch Industries Inc |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| Range Financial Group LLC |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| Sumitomo Mitsui Financial Group, Inc. |
3 |
| SRB Corp |
3 |
| CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A |
3 |
| Vise Technologies, Inc. |
3 |
| Banco Santander, S.A. |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| Pentwater Capital Management LP |
3 |
| Next Century Growth Investors Llc |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| Point72 Europe (London) LLP |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
3 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
3 |
| Pacific Ridge Capital Partners, LLC |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| T. Rowe Price Investment Management, Inc. |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| Private Ocean, LLC |
3 |
| Kessler Investment Group, LLC |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| Water Island Capital Llc |
3 |
| K2 Principal Fund, L.p. |
3 |
| Palo Capital, Inc. |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| Level Four Advisory Services, Llc |
3 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| CAPROCK Group, Inc. |
3 |
| Troluce Capital Advisors LLC |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| Brewin Dolphin Ltd |
3 |
| Ingalls & Snyder Llc |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
| Cove Street Capital, LLC |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| Moon Capital Management Lp |
3 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| Fidelis Capital Partners, LLC |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| Piershale Financial Group, Inc. |
3 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
3 |
| DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
3 |
| Turner Funds |
3 |
| Usa Mutuals Advisors, Inc. |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| Schwartz Investment Counsel Inc |
3 |
| Optimum Investment Advisors |
3 |
| West Oak Capital, LLC |
3 |
| Savant Capital, LLC |
3 |
| Qsemble Capital Management, LP |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
3 |
| Moran Wealth Management, LLC |
3 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
| Malaga Cove Capital, LLC |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Greenland Capital Management LP |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| Kula Investments, LLC |
3 |
| West Tower Group, LLC |
3 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
3 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
3 |
| HighPoint Advisor Group LLC |
3 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
3 |
| Piper Sandler & Co. |
3 |
| Navellier & Associates Inc |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| SRS Investment Management, LLC |
3 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
3 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| Core Bond Portfolio - Core Bond Portfolio |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| Greenlight Capital Inc |
3 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| Geneva Advisors, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| Gupta Wealth Management LLC |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Advantage Investment Management, Llc |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| Eaton Vance Ltd Duration Income Fund |
3 |
| Tucker Asset Management Llc |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| Opera Trading Capital |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
3 |
| Impact Partnership Wealth, LLC |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| WealthTrak Capital Management LLC |
3 |
| RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| SpiderRock Advisors, LLC |
3 |
| Vanguard Morgan Growth Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| UniSuper Management Pty Ltd |
3 |
| Alpha Windward Llc |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Banque Pictet & Cie Sa |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
3 |
| Ruffer LLP |
3 |
| Westside Investment Management, Inc. |
3 |
| Twin Capital Management Inc |
3 |
| Brant Point Investment Management Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
| Washington Trust Bank |
3 |
| Portland Hill Asset Management Ltd |
3 |
| CI Global Investments Inc. |
3 |
| Nbc Securities, Inc. |
3 |
| Achmea Investment Management B.V. |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
3 |
| WealthTrust Fairport, LLC |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| First American Bank |
3 |
| Colony Group Llc |
3 |
| Bessemer Securities Llc |
3 |
| Anchor Investment Management, LLC |
3 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Echo Street Capital Management LLC |
3 |
| Centaur Capital Partners, L.P. |
3 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| Granite Investment Partners, LLC |
3 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
3 |
| Formidable Asset Management, LLC |
3 |
| Provident Investment Management, Inc. |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| Rakuten Securities, Inc. |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
3 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
| Bare Financial Services, Inc |
3 |
| Eidelman Virant Capital |
3 |
| Ferris Capital, Llc |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| Frazier Financial Advisors, LLC |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| Waldron Private Wealth LLC |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Peloton Wealth Strategists |
3 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| Resources Investment Advisors, LLC. |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| Planning Capital Management Corp |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| Tlp Group Llc |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| Thomas White International Ltd |
3 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| Pineridge Advisors LLC |
3 |
| Creekmur Asset Management LLC |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| Clark Estates Inc/ny |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| Hm Payson & Co |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Archford Capital Strategies, LLC |
3 |
| Norinchukin Bank, The |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Regent Investment Management LLC |
3 |
| 683 Capital Management, LLC |
3 |
| FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| potrero capital research llc |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
3 |
| Global Financial Private Client, LLC |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF |
3 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
| Highstreet Asset Management Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| Gagnon Securities Llc |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| WealthTrust-Arizona, LLC |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
| Kingsview Wealth Management, LLC |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| Abound Wealth Management |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| Unison Advisors LLC |
3 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
3 |
| Edmond De Rothschild (suisse) S.a. |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| Underlying Funds Trust |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Junto Capital Management LP |
3 |
| Kings Point Capital Management |
3 |
| Intact Investment Management Inc. |
3 |
| VSR Financial Services, Inc. |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
| Euclidean Technologies Management, LLC |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Aviance Capital Partners, LLC |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
3 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
| Rathbone Brothers plc |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Wealthcare Capital Management Llc |
3 |
| William Blair Investment Management, Llc |
3 |
| Family Firm, Inc. |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
| Clear Investment Research, Llc |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| Wesbanco Bank Inc |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| Lyon Street Capital, LLC |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| TAMRO Capital Partners LLC |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
| Alexandria Capital, LLC |
3 |
| Bar Harbor Trust Services |
3 |
| BRC Investment Management LLC |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| Goelzer Investment Management, Inc. |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Garde Capital, Inc. |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Washington Capital Management Inc |
3 |
| D'Orazio & Associates, Inc. |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| Marsico Capital Management Llc |
3 |
| Scout Investments, Inc. |
3 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
| SummitTX Capital, L.P. |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| Gryphon Financial Partners LLC |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
3 |
| Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
3 |
| MIDSX - Midas Series Trust - Midas Fund |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| Pillar Pacific Capital Management Llc |
3 |
| Folger Hill Asset Management LP |
3 |
| Northpointe Capital Llc |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
| Invesco Bond Fund |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| Nelson Capital Management, LLC |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| Friedenthal Financial |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
3 |
| 300 North Capital, Llc |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| Strategic Investment Management, Llc |
3 |
| HFM Investment Advisors, LLC |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| Redwood Investment Management, Llc |
3 |
| Cs Mckee Lp |
3 |
| Phocas Financial Corp. |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| Mutual Advisors, LLC |
3 |
| Stansberry Asset Management, Llc |
3 |
| Venture Visionary Partners LLC |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| Hl Financial Services Llc |
3 |
| Caxton Associates Llp |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
3 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| Greenleaf Trust |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| Banque Cantonale Vaudoise |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
| RQSI Ltd |
3 |
| MCF Advisors LLC |
3 |
| Kaizen Advisory, Llc |
3 |
| Kestra Investment Management, LLC |
3 |
| Thompson Investment Management, Inc. |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
3 |
| Delpha Capital Management, Llc |
3 |
| Marquette Asset Management, LLC |
3 |
| Voya Financial Advisors, Inc. |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| Hunter Associates Investment Management Llc |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
3 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
3 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
| Rothschild Investment Corp /il |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| Keebeck Alpha, LP |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| Stormborn Capital Management, Llc |
3 |
| Pinpoint Asset Management Ltd |
3 |
| Senvest Management, LLC |
3 |
| Ws Management Lllp |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
| Foxby Corp. |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| Caerus Investors, Llc |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| Hollencrest Capital Management |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| Kepos Capital LP |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
3 |
| Asio Capital, LLC |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| Beryl Capital Management LLC |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| Arkadios Wealth Advisors |
3 |
| Us Financial Advisors, Llc |
3 |
| 40 North Management LLC |
3 |
| Candlestick Capital Management LP |
3 |
| Premia Global Advisors, Llc |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
3 |
| Stone Toro Investment Advisers, LP |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Mirabella Financial Services Llp |
3 |
| Financial Advocates Investment Management |
3 |
| Midas Management Corp |
3 |
| Nair Vinay |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| Cribstone Capital Management, LLC |
3 |
| Pfs Investments Inc. |
3 |
| CVA Family Office, LLC |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| Archer Investment Corp |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| Affinity Investment Advisors, Llc |
3 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| Strategic Global Advisors, LLC |
3 |
| Horizon Investment Services, LLC |
3 |
| Banco de Sabadell, S.A |
3 |
| DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard |
3 |
| R Squared Ltd |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class |
3 |
| Diametric Capital, LP |
3 |
| One Wealth Advisors, LLC |
3 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
3 |
| Fernwood Investment Management, LLC |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| Virtue Capital Management, LLC |
3 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
| Solstein Capital, LLC |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| HWG Holdings LP |
3 |
| SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| Atlanta Capital Management Co L L C |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| We Are One Seven, LLC |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| Olstein Funds |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| Mariner Investment Group Llc |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Country Trust Bank |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Park West Asset Management LLC |
3 |
| Menora Mivtachim Holdings Ltd. |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
3 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
3 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| Pittenger & Anderson Inc |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
3 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
3 |
| Fox Point Capital Management LLC |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| Ardevora Asset Management LLP |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
3 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Kentucky Retirement Systems |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
3 |
| Prudential Global Short Duration High Yield Fund, Inc. |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| Atlas Capital Advisors Llc |
3 |
| Rsm Us Wealth Management Llc |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
3 |
| Trustmark National Bank Trust Department |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
| Grove Bank & Trust |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| Angelo Gordon & Co., L.p. |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
3 |
| Arrow Financial Corp |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| PARK CIRCLE Co |
3 |
| Perkins Coie Trust Co |
3 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
3 |
| Sawgrass Asset Management Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Rockefeller Financial Services Inc |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
3 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Cca Investments Trust |
3 |
| Boston Trust Walden Corp |
3 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
| Suffolk Capital Management Llc |
3 |
| U S Global Investors Inc |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
| Unigestion Holding SA |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
3 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
3 |
