| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
86 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
84 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
82 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
81 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
79 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
79 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
79 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
76 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
76 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
74 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
72 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
72 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
71 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
71 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
69 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
65 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
62 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
61 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
61 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
57 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
56 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
55 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
53 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
53 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
51 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
48 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
48 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
46 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
42 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
42 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
42 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
41 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
40 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
39 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
39 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
39 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
39 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
39 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
38 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
38 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
38 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
38 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
38 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
37 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
37 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
37 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
37 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
37 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
37 |
| MASTER BOND LLC - Master Total Return Portfolio |
36 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
36 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
36 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
36 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
36 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
35 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
35 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
35 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
35 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
34 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
34 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
34 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
34 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
34 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
34 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
34 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
33 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
33 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
33 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
33 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
32 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
31 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
31 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
31 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
30 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
30 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
30 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
30 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
30 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
29 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
29 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
29 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
29 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
29 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
29 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
29 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
28 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
28 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
28 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
28 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
27 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
27 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
27 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
27 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
26 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
26 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
26 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
26 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
26 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
26 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
26 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
25 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
25 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
25 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
25 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
25 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
24 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
24 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
24 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
24 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
23 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
23 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
23 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
23 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
22 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
22 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
22 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
22 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
22 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
22 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
22 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
22 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
22 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
22 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
22 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
22 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
21 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
21 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
21 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
21 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
21 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
21 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
21 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
21 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
21 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
21 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
21 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
20 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
20 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
20 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
20 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
20 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
20 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
20 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
20 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
20 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
20 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
20 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
19 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
19 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
19 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
19 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
19 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
19 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
19 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
18 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
18 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
18 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
18 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
18 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
18 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
18 |
| Invesco Bond Fund |
18 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
18 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
18 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
18 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
18 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
17 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
17 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
17 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
17 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
17 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
17 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
17 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
16 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
16 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
16 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
16 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
16 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
16 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
16 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
16 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
16 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
16 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
15 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
15 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
15 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
15 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
15 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
15 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
15 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
15 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
15 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
15 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
15 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
15 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
15 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
15 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
15 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
14 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
14 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
14 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
14 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
14 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
14 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
14 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
14 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
14 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
14 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
14 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
14 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
14 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
14 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
13 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
13 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
13 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
13 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
13 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
13 |
| BlackRock ESG Capital Allocation Trust |
13 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
13 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
13 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
13 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
13 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
13 |
| Six Circles Trust - Six Circles Global Bond Fund |
13 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
13 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
13 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
13 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
13 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
13 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
13 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
13 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
13 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
13 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
13 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
13 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
12 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
12 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
12 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
12 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
12 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
12 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
12 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
12 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
12 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
12 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
12 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
12 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
12 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
12 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
12 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
12 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
12 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
12 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
12 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
12 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
12 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
12 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
12 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
12 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
12 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
12 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
12 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
12 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
12 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
12 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
12 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
12 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
11 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
11 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
11 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
11 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
11 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
11 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
11 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
11 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
11 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
11 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
11 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
11 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
11 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
11 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
11 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
11 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
11 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
11 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
11 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
11 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
11 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
11 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
11 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
11 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
11 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
11 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
11 |
| Sonora Investment Management, LLC |
10 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
10 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
10 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
10 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
10 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
10 |
| Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
10 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
10 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
10 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
10 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
10 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
10 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
10 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
10 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
10 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
10 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
10 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
10 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
10 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
10 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
10 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
10 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
10 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
10 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
10 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
10 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
10 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
10 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
9 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
9 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
9 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
9 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
9 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
9 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
9 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
9 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
| Vanguard Group Inc |
9 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
9 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
9 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
9 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
9 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
9 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
9 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
9 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
9 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
9 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
9 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
9 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
9 |
| Pacer Advisors, Inc. |
9 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
9 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
9 |
| FundVantage Trust - Verplanck Balanced Fund |
9 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
9 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
9 |
| Jpmorgan Chase & Co |
9 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
9 |
| Proequities, Inc. |
8 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
8 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
8 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
8 |
| BlackRock, Inc. |
8 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
8 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
8 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
8 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
8 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
8 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
8 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
8 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
8 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
8 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
8 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
8 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
8 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| Fmr Llc |
8 |
| Wells Fargo & Company/mn |
8 |
| Morgan Stanley |
8 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
8 |
| Royal Bank Of Canada |
8 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
8 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
8 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
8 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
8 |
| BlackRock Capital Allocation Trust |
8 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
8 |
| Cornerstone Planning Group LLC |
8 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
8 |
| UBS Group AG |
8 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
8 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
8 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
8 |
| Acadian Asset Management Llc |
8 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
8 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
8 |
| Bank Of America Corp /de/ |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
8 |
| FDx Advisors, Inc. |
8 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
8 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
8 |
| Voya Investment Management Llc |
7 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
7 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
7 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
7 |
| ProShare Advisors LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
7 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
7 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
7 |
| Invesco Ltd. |
7 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
7 |
| Geode Capital Management, Llc |
7 |
| Citigroup Inc |
7 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
7 |
| California Public Employees Retirement System |
7 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
7 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
7 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
7 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
7 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
7 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
7 |
| Sofos Investments, Inc. |
7 |
| Bnp Paribas Arbitrage, Sa |
7 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
7 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
7 |
| Us Bancorp \de\ |
7 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
7 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
7 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
7 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
7 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
7 |
| Blackrock Core Bond Trust |
7 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
7 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
7 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
7 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
7 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
7 |
| Susquehanna International Group, Llp |
7 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
7 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
7 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
7 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
7 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
7 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
7 |
| Penserra Capital Management LLC |
7 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
7 |
| Wellington Management Group Llp |
7 |
| Advisor Group Holdings, Inc. |
7 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
7 |
| Barclays Plc |
7 |
| Renaissance Technologies Llc |
7 |
| Western Asset Income Fund |
7 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
7 |
| Deutsche Bank Ag\ |
7 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
7 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
7 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
| Victory Capital Management Inc |
7 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
7 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
7 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
7 |
| Millennium Management Llc |
7 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
7 |
| SG Americas Securities, LLC |
7 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
7 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
7 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
7 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
7 |
| Jump Financial, LLC |
6 |
| Quantamental Technologies LLC |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| Trexquant Investment LP |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
6 |
| eCIO, Inc. |
6 |
| GWM Advisors LLC |
6 |
| Ubs Asset Management Americas Inc |
6 |
| Hsbc Holdings Plc |
6 |
| Strs Ohio |
6 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
6 |
| Chicago Equity Partners Llc |
6 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
6 |
| Bank of New York Mellon Corp |
6 |
| Gotham Asset Management, LLC |
6 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| PDT Partners, LLC |
6 |
| Aperio Group, LLC |
6 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
6 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
6 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
6 |
| Clearbridge Investments, LLC |
6 |
| Assured Investment Management LLC |
6 |
| Blackrock Multi-sector Opportunities Trust |
6 |
| Jefferies Group LLC |
6 |
| Alphacrest Capital Management Llc |
6 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
6 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
| Friess Associates Llc |
6 |
| Alyeska Investment Group, L.P. |
6 |
| LPL Financial LLC |
6 |
| Shell Asset Management Co |
6 |
| Westfield Capital Management Co Lp |
6 |
| Qube Research & Technologies Ltd |
6 |
| Advisory Services Network, LLC |
6 |
| James Investment Research Inc |
6 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
6 |
| Alps Advisors Inc |
6 |
| Aqr Capital Management Llc |
6 |
| American Portfolios Advisors |
6 |
| Virtu Financial LLC |
6 |
| Public Sector Pension Investment Board |
6 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
6 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| Manufacturers Life Insurance Company, The |
6 |
| Macquarie Group Ltd |
6 |
| Weld Capital Management Llc |
6 |
| Financial Architects, Inc |
6 |
| Cambridge Investment Research Advisors, Inc. |
6 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
6 |
| Blackrock Corporate High Yield Fund, Inc. |
6 |
| Lord, Abbett & Co. Llc |
6 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
6 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
6 |
| Neuberger Berman Group LLC |
6 |
| First Trust Advisors Lp |
6 |
| Man Group plc |
6 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
6 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
| Boston Partners |
6 |
| Eaton Vance Ltd Duration Income Fund |
6 |
| Prudential Financial Inc |
6 |
| Nisa Investment Advisors, Llc |
6 |
| Prelude Capital Management, Llc |
6 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
6 |
| Credit Suisse Ag/ |
6 |
| Meeder Asset Management Inc |
6 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
6 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
6 |
| Tower Research Capital LLC (TRC) |
6 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
6 |
| Loomis Sayles & Co L P |
6 |
| Nomura Holdings Inc |
6 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
6 |
| Hudson Bay Capital Management LP |
6 |
| Ubs Ag |
6 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
6 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
6 |
| Flagship Harbor Advisors, Llc |
6 |
| Advisor Group, Inc. |
6 |
| Delaware Enhanced Global Dividend & Income Fund |
6 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
6 |
| Putnam Master Intermediate Income Trust |
6 |
| Federation des caisses Desjardins du Quebec |
6 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
6 |
| Alliancebernstein L.p. |
6 |
| Pinnacle Wealth Planning Services, Inc. |
6 |
| Pnc Financial Services Group, Inc. |
6 |
| JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
6 |
| Glenmede Trust Co Na |
6 |
| New York State Teachers Retirement System |
6 |
| Teacher Retirement System Of Texas |
6 |
| First Republic Investment Management, Inc. |
6 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
6 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
6 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
6 |
| KBC Group NV |
6 |
| Northern Trust Corp |
6 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
6 |
| Employees Retirement System of Texas |
6 |
| Marshall Wace North America L.P. |
6 |
| Piedmont Investment Advisors Llc |
6 |
| Putnam Premier Income Trust |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
6 |
| Dimensional Fund Advisors Lp |
6 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
6 |
| Los Angeles Capital Management Llc |
6 |
| Cwm, Llc |
6 |
| Truist Financial Corp |
6 |
| Amalgamated Bank |
6 |
| Proficio Capital Partners LLC |
6 |
| Carlson Capital L P |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
6 |
| Campbell & CO Investment Adviser LLC |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
6 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
6 |
| Russell Investments Group, Ltd. |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| BlackRock Multi-Sector Opportunities Trust II |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| Menta Capital Llc |
6 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
6 |
| Voloridge Investment Management, Llc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
| California State Teachers Retirement System |
6 |
| State Street Corp |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
6 |
| First Mercantile Trust Co |
6 |
| Ground Swell Capital, LLC |
6 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
6 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
| Huntington National Bank |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| State Of Wisconsin Investment Board |
6 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
6 |
| Massachusetts Financial Services Co /ma/ |
6 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
6 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
6 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
6 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
6 |
| Connor, Clark & Lunn Investment Management Ltd. |
6 |
| FNY Partners Fund LP |
6 |
| American International Group, Inc. |
6 |
| HighTower Advisors, LLC |
6 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
6 |
| State of Tennessee, Treasury Department |
6 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
6 |
| Congress Asset Management Co /ma |
6 |
| Goldman Sachs Group Inc |
6 |
| Public Employees Retirement Association Of Colorado |
6 |
| Buckingham Capital Management Inc |
6 |
| Sei Investments Co |
6 |
| Newbridge Financial Services Group, Inc. |
6 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
6 |
| Laurion Capital Management LP |
6 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
6 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
6 |
| Winton Capital Group Ltd |
6 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
6 |
| Envestnet Asset Management Inc |
6 |
| Quadrant Capital Group Llc |
6 |
| Occudo Quantitative Strategies Lp |
6 |
| Ajo, Lp |
6 |
| Bayesian Capital Management, LP |
6 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
| Versant Capital Management, Inc |
6 |
| Clinton Group Inc |
6 |
| Great West Life Assurance Co /can/ |
6 |
| Ellington Management Group Llc |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| Css Llc/il |
6 |
| Zacks Investment Management |
6 |
| AE Wealth Management LLC |
6 |
| MetLife Investment Management, LLC |
6 |
| Parkside Financial Bank & Trust |
6 |
| Two Sigma Advisers, Lp |
6 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
| Parametric Portfolio Associates Llc |
6 |
| Charles Schwab Investment Management Inc |
6 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
6 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
6 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| Marshall Wace, Llp |
6 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
6 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
6 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
6 |
| Oxford Asset Management Llp |
6 |
| Legal & General Group Plc |
6 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
6 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
6 |
| CIBC Private Wealth Group, LLC |
6 |
| Summit Trail Advisors, Llc |
6 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| Citadel Advisors Llc |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| IFP Advisors, Inc |
6 |
| Raymond James Financial Services Advisors, Inc. |
6 |
| Highbridge Capital Management Llc |
6 |
| Sawtooth Solutions, LLC |
6 |
| Group One Trading, L.p. |
6 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
6 |
| Natixis |
6 |
| Arizona State Retirement System |
6 |
| Public Employees Retirement System Of Ohio |
6 |
| Allianz Asset Management GmbH |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
6 |
| Ladenburg Thalmann Financial Services Inc |
6 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
| Two Sigma Investments, Lp |
6 |
| Fox Run Management, L.l.c. |
6 |
| Jacobs Levy Equity Management, Inc |
6 |
| Tudor Investment Corp Et Al |
6 |
| ITB - iSHARES TRUST - iShares U.S. Home Construction ETF |
6 |
| Eaton Vance Management |
6 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
6 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
6 |
| Engineers Gate Manager LP |
6 |
| Hbk Investments L P |
6 |
| State of New Jersey Common Pension Fund D |
6 |
| Nuveen Asset Management, LLC |
6 |
| Parallel Advisors, LLC |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
6 |
| Driehaus Capital Management Llc |
6 |
| Ameriprise Financial Inc |
6 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
6 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
6 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
| A.R.T. Advisors, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
6 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
| Toronto Dominion Bank |
6 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
6 |
| Mutual Of America Capital Management Llc |
6 |
| Aigen Investment Management, Lp |
6 |
| Nationwide Fund Advisors |
6 |
| Wolverine Trading, Llc |
6 |
| Walleye Capital LLC |
6 |
| NumerixS Investment Technologies Inc |
6 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
6 |
| Norges Bank |
6 |
| Guggenheim Capital Llc |
6 |
| HAP Trading, LLC |
6 |
| Lazard Asset Management Llc |
6 |
| Tiaa Cref Investment Management Llc |
6 |
| Teachers Advisors, Llc |
6 |
| Quadrature Capital Ltd |
6 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
| FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
5 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
5 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| ULTRA SERIES FUND - Diversified Income Fund Class I |
5 |
| Fisher Asset Management, LLC |
5 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
5 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
5 |
| Point72 Hong Kong Ltd |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| Pacific Global Investment Management Co |
5 |
| FORA Capital, LLC |
5 |
| Macroview Investment Management Llc |
5 |
| Cutler Group LP |
5 |
| Samlyn Capital, Llc |
5 |
| Vident Investment Advisory, LLC |
5 |
| Hillsdale Investment Management Inc. |
5 |
| TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
5 |
| Globeflex Capital L P |
5 |
| Capital World Investors |
5 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
5 |
| Rockefeller Capital Management L.P. |
5 |
| Manchester Capital Management LLC |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Prospera Financial Services Inc |
5 |
| Kcg Holdings, Inc. |
5 |
| Spark Investment Management LLC |
5 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
5 |
| Stratos Wealth Partners, LTD. |
5 |
| Stifel Financial Corp |
5 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
5 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
5 |
| Everence Capital Management Inc |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| Corton Capital Inc. |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| Cipher Capital LP |
5 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
5 |
| BlackRock Credit Strategies Fund |
5 |
| Catalyst Capital Advisors LLC |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
5 |
| BlackRock Advisors LLC |
5 |
| New York State Common Retirement Fund |
5 |
| Stephens Inc /ar/ |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
5 |
| Algert Global Llc |
5 |
| Assetmark, Inc |
5 |
| Synovus Financial Corp |
5 |
| SECOR Capital Advisors, LP |
5 |
| Simplex Trading, Llc |
5 |
| Ensign Peak Advisors, Inc |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
5 |
| Seven Eight Capital, Lp |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| Td Asset Management Inc |
5 |
| Wolverine Asset Management Llc |
5 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| Petrus Trust Company, LTA |
5 |
| North Fourth Asset Management, LP |
5 |
| Fifth Third Bancorp |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| Bokf, Na |
5 |
| CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
5 |
| Insight Select Income Fund |
5 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| GAM Holding AG |
5 |
| FNY Managed Accounts LLC |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
5 |
| Private Advisor Group, LLC |
5 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Stevens Capital Management Lp |
5 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
5 |
| Rafferty Asset Management, LLC |
5 |
| Shelton Capital Management |
5 |
| Parametrica Management Ltd |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| Capital Fund Management S.a. |
5 |
| PEAK6 Investments LLC |
5 |
| SG3 Management, LLC |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| Allworth Financial LP |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| Fred Alger Management, Llc |
5 |
| Numeric Investors Llc |
5 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
5 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
5 |
| Wesbanco Bank Inc |
5 |
| CIBC Asset Management Inc |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
5 |
| IndexIQ Advisors LLC |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| United Services Automobile Association |
5 |
| C M Bidwell & Associates Ltd |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
5 |
| Polar Asset Management Partners Inc. |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
5 |
| Geneos Wealth Management Inc. |
5 |
| HighMark Wealth Management LLC |
5 |
| Schroder Investment Management Group |
5 |
| National Asset Management, Inc. |
5 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
5 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
5 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| Baker Avenue Asset Management, LP |
5 |
| Vantage Consulting Group Inc |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
5 |
| Hexagon Capital Partners LLC |
5 |
| Adage Capital Partners Gp, L.l.c. |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| Brown Brothers Harriman & Co |
5 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| FIL Ltd |
5 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| DAVENPORT & Co LLC |
5 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
| Point72 Middle East FZE |
5 |
| Royce & Associates Lp |
5 |
| SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
5 |
| Panagora Asset Management Inc |
5 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
5 |
| Magnetar Financial LLC |
5 |
| Principal Financial Group Inc |
5 |
| Aquatic Capital Management LLC |
5 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
| BlackRock Group LTD |
5 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
5 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
| Pier Capital, LLC |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
5 |
| Exchange Traded Concepts, Llc |
5 |
| J. Goldman & Co LP |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
5 |
| First Horizon Advisors, Inc. |
5 |
| Toth Financial Advisory Corp |
5 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
5 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
5 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| BlackRock Fund Advisors |
5 |
| State of Alaska, Department of Revenue |
5 |
| YorkBridge Wealth Partners, LLC |
5 |
| Maverick Capital Ltd |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
5 |
| Cambria Investment Management, L.P. |
5 |
| SpiderRock Advisors, LLC |
5 |
| Truvestments Capital Llc |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
5 |
| Bowling Portfolio Management LLC |
5 |
| Optimum Investment Advisors |
5 |
| Raymond James Financial Inc |
5 |
| Yousif Capital Management, Llc |
5 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
5 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
5 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
5 |
| Putnam Investments Llc |
5 |
| Allstate Corp |
5 |
| Caption Management, LLC |
5 |
| Cetera Advisor Networks LLC |
5 |
| Blair William & Co/il |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
5 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
| BlackRock Investment Management, LLC |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
| Cetera Advisors LLC |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| Visium Asset Management, LP |
5 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
5 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| Holocene Advisors, LP |
5 |
| BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| Highlander Capital Management, LLC |
5 |
| Balyasny Asset Management Llc |
5 |
| NEXT Financial Group, Inc |
5 |
| Glassman Wealth Services |
5 |
| Athanor Capital, Lp |
5 |
| Allianzgi Diversified Income & Convertible Fund |
5 |
| Private Trust Co Na |
5 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
5 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
5 |
| Creative Planning |
5 |
| Agf Investments Inc. |
5 |
| Swiss National Bank |
5 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
5 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
5 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
| XTX Topco Ltd |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| CAPROCK Group, Inc. |
5 |
| Janney Montgomery Scott LLC |
5 |
| WealthTrust-Arizona, LLC |
5 |
| Hutchin Hill Capital, LP |
5 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
5 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
5 |
| ClariVest Asset Management LLC |
5 |
| Chartwell Investment Partners, Llc |
5 |
| Hodges Capital Management Inc. |
5 |
| Maryland State Retirement & Pension System |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| Ergoteles LLC |
5 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
5 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
5 |
| John Hancock Income Securities Trust |
5 |
| Profund Advisors Llc |
5 |
| OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
| Atria Investments Llc |
5 |
| Handelsbanken Fonder AB |
5 |
| D. E. Shaw & Co., Inc. |
5 |
| Texas Permanent School Fund |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Dark Forest Capital Management Lp |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| BBT Capital Management, LLC |
5 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
5 |
| Asset Management One Co., Ltd. |
5 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
5 |
| Suntrust Banks Inc |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| Global Retirement Partners, LLC |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| SAC Capital Advisors LP |
5 |
| Ellevest, Inc. |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| Thompson Davis & Co., Inc. |
5 |
| Franklin Resources Inc |
5 |
| Bank Of Nova Scotia |
5 |
| Squarepoint Ops LLC |
5 |
| Raymond James & Associates |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
5 |
| Paloma Partners Management Co |
5 |
| Money Concepts Capital Corp |
5 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
5 |
| Mather Group, Llc. |
5 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| Smith Asset Management Group Lp |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| Asset Dedication, LLC |
5 |
| Ronald Blue Trust, Inc. |
5 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
| Bridgeway Capital Management Inc |
5 |
| Hennessy Advisors Inc |
5 |
| FNY Investment Advisers, LLC |
5 |
| Kornitzer Capital Management Inc /ks |
5 |
| Axa S.a. |
5 |
| Aberdeen Global Income Fund Inc |
5 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
5 |
| Zebra Capital Management LLC |
5 |
| Valeo Financial Advisors, LLC |
5 |
| J.w. Cole Advisors, Inc. |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Avantax Planning Partners, Inc. |
5 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
5 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
5 |
| Versor Investments LP |
5 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
5 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
5 |
| Summit Global Investments |
5 |
| Lindbrook Capital, Llc |
5 |
| Federated Hermes, Inc. |
5 |
| Interval Partners, LP |
5 |
| USA Financial Portformulas Corp |
5 |
| AMP Capital Investors Ltd |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
5 |
| Emerald Acquisition Ltd. |
5 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
5 |
| Boothbay Fund Management, Llc |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
5 |
| BlueCrest Capital Management Ltd |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Clear Street Markets Llc |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
5 |
| HighPoint Advisor Group LLC |
5 |
| ETRADE Capital Management LLC |
5 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| Virginia Retirement Systems Et Al |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| Johnson Financial Group, Inc. |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
5 |
| Covestor Ltd |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| Private Capital Group, LLC |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| Gradient Investments LLC |
5 |
| Riverview Trust Co |
5 |
| Bessemer Group Inc |
5 |
| Umb Bank N A/mo |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
5 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
5 |
| NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares |
5 |
| RBF Capital, LLC |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| Principal Securities, Inc. |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| Clough Global Opportunities Fund |
5 |
| Blueshift Asset Management, LLC |
5 |
| Moore Capital Management, Lp |
5 |
| OMERS ADMINISTRATION Corp |
5 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
5 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
5 |
| Verition Fund Management LLC |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| Alpha DNA Investment Management LLC |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
5 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
5 |
| Smithfield Trust Co |
5 |
| Eudaimonia Partners, LLC |
5 |
| Ameritas Investment Partners, Inc. |
5 |
| Rhumbline Advisers |
5 |
| Gts Securities Llc |
5 |
| Zions Bancorporation, N.A. |
5 |
| Commonwealth Equity Services, Llc |
5 |
| Northwestern Mutual Wealth Management Co |
5 |
| Ameritas Investment Corp |
5 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
5 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
| Convergence Investment Partners, LLC |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Weiss Multi-Strategy Advisers LLC |
5 |
| Thoroughbred Financial Services, Llc |
5 |
| Louisiana State Employees Retirement System |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| Wealthspire Advisors, L.P. |
5 |
| Centaurus Financial, Inc. |
5 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
5 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| Guardian Wealth Advisors, LLC |
5 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
| State of Wyoming |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| Resources Investment Advisors, LLC. |
5 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Tfs Capital Llc |
5 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
5 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| Bamco Inc /ny/ |
5 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
5 |
| Snowden Capital Advisors LLC |
5 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| Alera Investment Advisors, LLC |
5 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
5 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| Fiera Capital Corp |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| Institutional & Family Asset Management, Llc |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| Calamos Advisors LLC |
5 |
| Oppenheimer & Co Inc |
5 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
5 |
| Quantinno Capital Management LP |
5 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
5 |
| Cresset Asset Management, LLC |
5 |
| Eagle Asset Management Inc |
5 |
| ExodusPoint Capital Management, LP |
5 |
| Walleye Trading LLC |
5 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
5 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Atom Investors LP |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| Capstone Investment Advisors, Llc |
5 |
| Two Sigma Securities, Llc |
5 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
5 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
5 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
5 |
| First Quadrant L P/ca |
5 |
| Farther Finance Advisors, LLC |
5 |
| Stone Ridge Asset Management LLC |
5 |
| M&t Bank Corp |
5 |
| Pine River Capital Management L.P. |
5 |
| Quantbot Technologies LP |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| Pathstone Family Office, Llc |
5 |
| Cnh Partners Llc |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
5 |
| Regions Financial Corp |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| Hrt Financial Lp |
5 |
| Scopus Asset Management, L.p. |
5 |
| Wedbush Securities Inc |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| American Century Companies Inc |
5 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
| United Capital Financial Advisers, Llc |
5 |
| CIBC World Markets Inc. |
5 |
| AHL Partners LLP |
5 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
5 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
5 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
5 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
5 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
5 |
| Great Lakes Advisors, Llc |
5 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
5 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
5 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
5 |
| PineBridge Investments, L.P. |
5 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
5 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
5 |
| Point72 Asset Management, L.P. |
5 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
5 |
| Clear Harbor Asset Management, LLC |
5 |
| Gilder Gagnon Howe & Co Llc |
5 |
| Caxton Associates Lp |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
| Jane Street Group, Llc |
5 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
5 |
| Signaturefd, Llc |
5 |
| Jones Financial Companies Lllp |
5 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
5 |
| Jefferies Financial Group Inc. |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
5 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
5 |
| Teza Capital Management LLC |
5 |
| Captrust Financial Advisors |
5 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
5 |
| AdvisorNet Financial, Inc |
5 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
5 |
| Guggenheim Strategic Opportunities Fund |
5 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
5 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
5 |
| Pictet Asset Management Ltd |
5 |
| People's United Financial, Inc. |
5 |
| Jennison Associates Llc |
5 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
5 |
| Amalgamated Financial Corp. |
5 |
| QS Investors, LLC |
5 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| Thrivent Financial For Lutherans |
5 |
| Vanguard Index Funds |
5 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
5 |
| Headlands Technologies LLC |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
5 |
| RidgeWorth Capital Management LLC |
5 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
5 |
| Comerica Bank |
5 |
| Bank Of Montreal /can/ |
5 |
| Farmers & Merchants Investments Inc |
5 |
| PEAK6 Investments, L.P. |
5 |
| Harbor Investment Advisory, Llc |
5 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| Sciencast Management LP |
5 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
5 |
| Gsa Capital Partners Llp |
5 |
| Canada Pension Plan Investment Board |
5 |
| Quantitative Investment Management, LLC |
5 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
5 |
| Russell Frank Co/ |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| Front Row Advisors LLC |
4 |
| North Star Investment Management Corp. |
4 |
| Bleakley Financial Group, LLC |
4 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
4 |
| Alliancebernstein Global High Income Fund Inc |
4 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
4 |
| Coe Capital Management, LLC |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| Financial Management Professionals, Inc. |
4 |
| Invesco High Income Trust Ii |
4 |
| Tradewinds Capital Management, LLC |
4 |
| Qsemble Capital Management, LP |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| Axq Capital, Lp |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Mackenzie Financial Corp |
4 |
| Systematic Financial Management Lp |
4 |
| Westwood Holdings Group Inc |
4 |
| Highland Capital Management Lp |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| CenterStar Asset Management, LLC |
4 |
| Centiva Capital, LP |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| Jane Street Holding, LLC |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
4 |
| Mariner, LLC |
4 |
| Quarry LP |
4 |
| FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
4 |
| Hook Mill Capital Partners, LP |
4 |
| Trustcore Financial Services, Llc |
4 |
| Crewe Advisors LLC |
4 |
| Park Place Capital Corp |
4 |
| Emerald Advisers, Llc |
4 |
| Nicholas Company, Inc. |
4 |
| Inceptionr Llc |
4 |
| VCBDX - VALIC Co I - Core Bond Fund |
4 |
| LGT Financial Advisors LLC |
4 |
| Carillon Tower Advisers, Inc. |
4 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Gabelli Funds Llc |
4 |
| Readystate Asset Management Lp |
4 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
| Financial Gravity Companies, Inc. |
4 |
| Investors Research Corp |
4 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
4 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
4 |
| Larson Financial Group LLC |
4 |
| Commonwealth Equity Services, Inc |
4 |
| CI Private Wealth, LLC |
4 |
| True Wealth Design, LLC |
4 |
| Eisler Capital (UK) Ltd. |
4 |
| TFC Financial Management |
4 |
| Berman Capital Advisors, LLC |
4 |
| Cable Hill Partners, LLC |
4 |
| Wasatch Advisors Inc |
4 |
| Coppell Advisory Solutions Corp. |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
4 |
| Financial Advocates Investment Management |
4 |
| CWM Advisors, LLC |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Kestra Advisory Services, LLC |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| Cowen And Company, Llc |
4 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
4 |
| Seelaus Asset Management LLC |
4 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| Accurate Wealth Management, LLC |
4 |
| Van Eck Associates Corp |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| Enterprise Financial Services Corp |
4 |
| We Are One Seven, LLC |
4 |
| WFG Advisors, LP |
4 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
4 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
| Creative Financial Designs Inc /adv |
4 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
| Nvwm, Llc |
4 |
| Cordant, Inc. |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| Gerstein Fisher |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Emerald Investment Partners, Llc |
4 |
| Activest Wealth Management |
4 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| Principal Funds Inc |
4 |
| Clough Capital Partners L P |
4 |
| Fifth Third Wealth Advisors LLC |
4 |
| Exane Derivatives |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| J.Safra Asset Management Corp |
4 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
4 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
4 |
| Baillie Gifford & Co |
4 |
| Foundations Investment Advisors, LLC |
4 |
| PFG Investments, LLC |
4 |
| Advent Capital Management /de/ |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Nebula Research & Development LLC |
4 |
| Verus Capital Partners, Llc |
4 |
| McElhenny Sheffield Capital Management, LLC |
4 |
| Threadgill Financial, Llc |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| Summit Partners Public Asset Management, Llc |
4 |
| Landsberg, Bennett, & Dubbaneh LLC |
4 |
| EAM Investors, LLC |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| ORG Partners LLC |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| Hardy Reed LLC |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| Baird Financial Group, Inc. |
4 |
| Dorsey Wright & Associates |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Impact Partnership Wealth, LLC |
4 |
| World Asset Management Inc |
4 |
| Bell Investment Advisors, Inc |
4 |
| Pearl River Capital, LLC |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
| Sawgrass Asset Management Llc |
4 |
| Cherry Tree Wealth Management, LLC |
4 |
| New York Life Investment Management Llc |
4 |
| Townsquare Capital Llc |
4 |
| Duality Advisers, Lp |
4 |
| iA Global Asset Management Inc. |
4 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
| Loews Corp |
4 |
| Avantax Advisory Services, Inc. |
4 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
4 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
4 |
| St Germain D J Co Inc |
4 |
| Venturi Wealth Management, LLC |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| Ossiam |
4 |
| Boston Advisors Llc |
4 |
| Ostrum Asset Management |
4 |
| Ascend Capital, Llc |
4 |
| Harvest Investment Services, LLC |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Toroso Investments, LLC |
4 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
4 |
| VisionPoint Advisory Group, LLC |
4 |
| Penn Capital Management Co Inc |
4 |
| Aspire Private Capital, LLC |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| Cape Investment Advisory, Inc. |
4 |
| JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
4 |
| Nbc Securities, Inc. |
4 |
| Norden Group Llc |
4 |
| Treasurer of the State of North Carolina |
4 |
| Machina Capital S.a.s. |
4 |
| Liberty Wealth Management Llc |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Wedmont Private Capital |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
4 |
| TD Waterhouse Canada Inc. |
4 |
| Jacobi Capital Management LLC |
4 |
| Vident Advisory, LLC |
4 |
| Prestige Wealth Management Group LLC |
4 |
| CenterStar Fund, LLC |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| Pictet Asset Management Holding SA |
4 |
| IMC-Chicago, LLC |
4 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
4 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
4 |
| Comerica Securities,inc. |
4 |
| Etf Managers Group, Llc |
4 |
| Golden State Wealth Management, LLC |
4 |
| Bennett Selby Investments Lp |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Benjamin Edwards Inc |
4 |
| Bridges Investment Management Inc |
4 |
| Janus Henderson Group Plc |
4 |
| Oak Thistle LLC |
4 |
| Santa Fe Partners LLC |
4 |
| Clearview Wealth Advisors LLC |
4 |
| Martingale Asset Management L P |
4 |
| West Paces Advisors Inc. |
4 |
| GeoWealth Management, LLC |
4 |
| Tcw Group Inc |
4 |
| Profunds - Profund Vp Oil & Gas |
4 |
| Nordea Investment Management Ab |
4 |
| Vantagepoint Funds |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
| Anchor Investment Management, LLC |
4 |
| Valued Wealth Advisors LLC |
4 |
| River & Mercantile Asset Management Llp |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| NewSquare Capital LLC |
4 |
| Fortitude Family Office, LLC |
4 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Avion Wealth |
4 |
| Schubert & Co |
4 |
| Guggenheim Active Allocation Fund |
4 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
| Hm Payson & Co |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Trust Point Inc. |
4 |
| NorthRock Partners, LLC |
4 |
| Invictus RG Pte. Ltd. |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
4 |
| Lecap Asset Management Ltd |
4 |
| Wolff Wiese Magana Llc |
4 |
| AGF Investments LLC |
4 |
| IBM Retirement Fund |
4 |
| Rakuten Securities, Inc. |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| Naples Money Management LLC |
4 |
| Colony Group Llc |
4 |
| Mml Investors Services, Llc |
4 |
| Obermeyer Wood Investment Counsel, Lllp |
4 |
| JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
4 |
| JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I |
4 |
| Kohmann Bosshard Financial Services, LLC |
4 |
| Mizuho Securities Usa Llc |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| GAMMA Investing LLC |
4 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
4 |
| Keybank National Association/oh |
4 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
4 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
4 |
| New Mexico Educational Retirement Board |
4 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
4 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
4 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
4 |
| Steward Financial Group LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
4 |
| Impala Asset Management LLC |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
4 |
| Natixis Investment Managers International |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| Mason Street Advisors, Llc |
4 |
| Ameritas Advisory Services, LLC |
4 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| Private Advisory Group LLC |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| Quest Partners LLC |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| Sachetta, LLC |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| Hilltop Holdings Inc. |
4 |
| Skopos Labs, Inc. |
4 |
| Hemington Wealth Management |
4 |
| Smartleaf Asset Management LLC |
4 |
| GLG Partners LP |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| Brighton Jones Llc |
4 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
4 |
| Dubuque Bank & Trust Co |
4 |
| Samalin Investment Counsel, LLC |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| Castleark Management Llc |
4 |
| Graham Capital Management, L.P. |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| Levin Capital Strategies, L.p. |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
4 |
| Turner Investments, L.p. |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| Scientech Research LLC |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
4 |
| Hartland & Co., LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
4 |
| Pathstone Holdings, LLC |
4 |
| Colony Group, LLC |
4 |
| Sandler Capital Management |
4 |
| Sandy Spring Bank |
4 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
4 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
| Entropy Technologies, LP |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
| CoreCap Advisors, LLC |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| Boulder Hill Capital Management Lp |
4 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| First Capital Advisors Group, LLC. |
4 |
| Woodline Partners LP |
4 |
| Hancock Whitney Corp |
4 |
| Voisard Asset Management Group, Inc. |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
4 |
| IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A |
4 |
| First Interstate Bank |
4 |
| Polianta Ltd |
4 |
| Commerce Bank |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| Blackstone / Gso Long-short Credit Income Fund |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| Vanguard World Fund |
4 |
| Natixis Advisors, L.p. |
4 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
4 |
| Coldstream Capital Management Inc |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| SJS Investment Consulting Inc. |
4 |
| SG Capital Management LLC |
4 |
| Banque Pictet & Cie Sa |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| Leelyn Smith, LLC |
4 |
| Element Capital Management Llc |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Hudock, Inc. |
4 |
| Symmetry Partners, LLC |
4 |
| AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
4 |
| CenterBook Partners LP |
4 |
| Kapitalo Investimentos Ltda |
4 |
| Azzad Asset Management Inc /adv |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
4 |
| State Of Michigan Retirement System |
4 |
| First Midwest Bank Trust Division |
4 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
4 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
4 |
| BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
4 |
| Hanseatic Management Services Inc |
4 |
| Trust Co Of Vermont |
4 |
| Soros Fund Management Llc |
4 |
| MQS Management LLC |
4 |
| Spot Trading L.L.C |
4 |
| Cordasco Financial Network |
4 |
| Eaton Vance Senior Income Trust |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
4 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
4 |
| Hexavest Inc. |
4 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
4 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
4 |
| Zeke Capital Advisors, Llc |
4 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
| Nomura Asset Management Co Ltd |
4 |
| Marsico Capital Management Llc |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| Sculptor Capital LP |
4 |
| Ethic Inc. |
4 |
| Nine Chapters Capital Management LLC |
4 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| Retirement Systems of Alabama |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
4 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
4 |
| MAI Capital Management |
4 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| Maven Securities LTD |
4 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
4 |
| Tocqueville Asset Management L.p. |
4 |
| Empowered Funds, LLC |
4 |
| Zions Bancorporation |
4 |
| Ing Groep Nv |
4 |
| Cerity Partners LLC |
4 |
| Swedbank AB |
4 |
| Pictet Asset Management Sa |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
4 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
4 |
| Cetera Investment Advisers |
4 |
| WASHINGTON TRUST Co |
4 |
| Point72 (DIFC) Ltd |
4 |
| Global Financial Private Client, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| Illinois Municipal Retirement Fund |
4 |
| SRS Capital Advisors, Inc. |
4 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
| Veriti Management LLC |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| Ziegler Capital Management, LLC |
4 |
| American National Bank |
4 |
| Corebridge Financial, Inc. |
4 |
| Delphia (USA) Inc. |
4 |
| Lee Financial Co |
4 |
| Sigma Planning Corp |
4 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
4 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
| D.a. Davidson & Co. |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| Independent Advisor Alliance |
4 |
| Lynx Investment Advisory |
4 |
| Banco Santander, S.A. |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Deere & Co |
4 |
| Opal Wealth Advisors, LLC |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
4 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
| Howard Hughes Medical Institute |
4 |
| Rothschild Investment Llc |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| Sageworth Trust Co |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| Franklin Street Advisors Inc /nc |
4 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| Motco |
4 |
| Guardian Wealth Management, Inc. |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
| GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
4 |
| GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| Td Private Client Wealth Llc |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| Brookstone Capital Management |
4 |
| International Assets Investment Management, Llc |
4 |
| Cromwell Holdings LLC |
4 |
| IHT Wealth Management, LLC |
4 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
4 |
| Lowe Wealth Advisors, LLC |
4 |
| Level Four Advisory Services, Llc |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
4 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
4 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
4 |
| Kestra Investment Management, LLC |
4 |
| HB Wealth Management, LLC |
4 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
4 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
4 |
| Meadow Creek Investment Management LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
4 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
4 |
| Sanctuary Advisors, LLC |
4 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| Armistice Capital, Llc |
4 |
| LMR Partners LLP |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
| Thornburg Investment Management Inc |
4 |
| First Hawaiian Bank |
4 |
| Raleigh Capital Management Inc. |
4 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
| Miracle Mile Advisors, LLC |
4 |
| Ancora Advisors, LLC |
4 |
| Principia Wealth Advisory, LLC |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund |
4 |
| Contravisory Investment Management, Inc. |
4 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
| Icon Advisers Inc/co |
4 |
| Forum Financial Management, LP |
4 |
| Dakota Wealth Management |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| Bridgefront Capital, LLC |
4 |
| R&F Capital Advisors LP |
4 |
| Vontobel Holding Ltd. |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
4 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
4 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
| Aster Capital Management (DIFC) Ltd |
4 |
| Baystate Wealth Management LLC |
4 |
| Jag Capital Management, Llc |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
4 |
| State Farm Mutual Fund Trust |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
4 |
| Rise Advisors, LLC |
4 |
| VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| State Farm Variable Product Trust |
4 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
4 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
4 |
| Acrospire Investment Management LLC |
4 |
| Concord Wealth Partners |
4 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
4 |
| John Hancock Hedged Equity & Income Fund |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
4 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| TCTC Holdings, LLC |
4 |
| Simplicity Wealth,LLC |
4 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
4 |
| Interchange Capital Partners, LLC |
4 |
| Quent Capital, LLC |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
4 |
| Modera Wealth Management, LLC |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| Vollero Beach Capital Partners LLC |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
| Old National Bancorp /in/ |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| Argent Capital Management Llc |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Moody National Bank Trust Division |
4 |
| Voya Financial Advisors, Inc. |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
4 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
| Ascent Group, LLC |
4 |
| Twin Tree Management, LP |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| SBI Securities Co., Ltd. |
4 |
| HOMZ - ETF Series Solutions - Hoya Capital Housing ETF |
4 |
| Almanack Investment Partners, LLC. |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
4 |
| Leuthold Group, Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
4 |
| Logan Capital Management Inc |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| Assenagon Asset Management S.A. |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| Sowell Financial Services LLC |
4 |
| Ci Investments Inc. |
4 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
4 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| JustInvest LLC |
4 |
| American Trust |
4 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
4 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
4 |
| Credit Agricole S A |
4 |
| Redmond Asset Management, LLC |
4 |
| Evercore Wealth Management, LLC |
4 |
| Bank Julius Baer & Co. Ltd, Zurich |
4 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
4 |
| Focused Wealth Management, Inc |
4 |
| Kingdon Capital Management, L.l.c. |
4 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| Riverhead Capital Management Llc |
4 |
| South Texas Money Management Ltd |
4 |
| Osterweis Capital Management Inc |
4 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
| Whipplewood Advisors, LLC |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
4 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
4 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
4 |
| TimesSquare Capital Management, LLC |
4 |
| Sterling Capital Management LLC |
4 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
| Scotia Capital Inc. |
4 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Rialto Wealth Management, LLC |
4 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
4 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
4 |
| Cinctive Capital Management LP |
4 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
4 |
| Artemis Investment Management LLP |
4 |
| Gladius Capital Management LP |
4 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| Hughes Financial Services, LLC |
4 |
| Advisory Research Inc |
4 |
| Bridgewater Associates, LP |
4 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Meridian Wealth Partners, LLC |
4 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
4 |
| Twinbeech Capital Lp |
4 |
| SOUTH STATE Corp |
4 |
| Vestcor Inc |
4 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
4 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| LS Investment Advisors, LLC |
4 |
| Mirabella Financial Services Llp |
4 |
| Brinker Capital Investments, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
| Atika Capital Management LLC |
4 |
| Klp Kapitalforvaltning As |
4 |
| Essex Investment Management Co Llc |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| Tabor Asset Management, LP |
4 |
| Rehmann Capital Advisory Group |
4 |
| Utah Retirement Systems |
4 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
4 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
4 |
| MetLife Securities, Inc |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
4 |
| Caas Capital Management Lp |
4 |
| Brookfield Asset Management Inc. |
4 |
| WealthTrak Capital Management LLC |
4 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
4 |
| Oppenheimer Funds Inc |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Okabena Investment Services Inc |
4 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
| Oppenheimer Etf Trust |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| Gemmer Asset Management LLC |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| Disciplined Investments, LLC |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| Picton Mahoney Asset Management |
4 |
| CWA Asset Management Group, LLC |
4 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
4 |
| Tcwp Llc |
4 |
| Cupps Capital Management, LLC |
4 |
| Frontier Capital Management Co Llc |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
4 |
| Edgestream Partners, L.P. |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| Peak6 Llc |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| Belvedere Trading LLC |
4 |
| Mackay Shields Llc |
4 |
| Lido Advisors, LLC |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
4 |
| Marathon Trading Investment Management LLC |
4 |
| Fieldview Capital Management, LLC |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| Sig Brokerage, Lp |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| Skylands Capital, LLC |
4 |
| Delaware Investments Dividend & Income Fund, Inc |
4 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
4 |
| Sheets Smith Wealth Management |
4 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
4 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
4 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| Koshinski Asset Management, Inc. |
4 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| Aua Capital Management, Llc |
4 |
| Atlantic Trust, LLC |
4 |
| Brevan Howard Capital Management LP |
4 |
| Next Century Growth Investors Llc |
4 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
4 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
| Eaton Vance Floating-rate Income Trust |
4 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
4 |
| Xponance, Inc. |
4 |
| CVA Family Office, LLC |
4 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
4 |
| Bartlett & Co. LLC |
4 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| Pnc Funds |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
4 |
| Bollard Group LLC |
4 |
| B. Metzler seel. Sohn & Co. Holding AG |
4 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
4 |
| Childress Capital Advisors, Llc |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Coppell Advisory Solutions LLC |
4 |
| Roundview Capital LLC |
4 |
| Hantz Financial Services, Inc. |
4 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
4 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| Johnson Investment Counsel Inc |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
4 |
| Crestline Management, LP |
4 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
4 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
4 |
| Archer Investment Corp |
4 |
| Mfs Charter Income Trust |
4 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
4 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
4 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
4 |
| Navellier & Associates Inc |
4 |
| Fort Washington Investment Advisors Inc /oh/ |
4 |
| Capital Growth Management Lp |
4 |
| PCJ Investment Counsel Ltd. |
4 |
| Coatue Management Llc |
4 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
4 |
| Pittenger & Anderson Inc |
4 |
| Sunbelt Securities, Inc. |
4 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
4 |
| Securian Asset Management, Inc |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| Cornercap Investment Counsel Inc |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Echo Street Capital Management LLC |
4 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
4 |
| Boston Income Portfolio - Boston Income Portfolio |
4 |
| Advisors Asset Management, Inc. |
4 |
| Bb&t Investment Services, Inc. |
4 |
| BRYN MAWR TRUST Co |
4 |
| Cambridge Trust Co |
4 |
| Capital Bank & Trust Co |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
4 |
| PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF |
4 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Raging Capital Management, LLC |
4 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
| Ruggie Capital Group |
4 |
| FineMark National Bank & Trust |
4 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
4 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| Ruane, Cunniff & Goldfarb Inc |
4 |
| Bogart Wealth, LLC |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
| Zions Bancorporation, National Association /ut/ |
4 |
| Nuveen, LLC |
4 |
| FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF |
4 |
| Binnacle Investments Inc |
4 |
| Ubs Oconnor Llc |
4 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
4 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
4 |
| WPG Advisers, LLC |
4 |
| Whittier Trust Co |
4 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
4 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
4 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
4 |
| Stelliam Investment Management, Lp |
4 |
| HFM Investment Advisors, LLC |
4 |
| Waterfront Capital Partners, LLC |
4 |
| Caxton Associates Llp |
4 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Csenge Advisory Group |
4 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
| Tfs Capital Investment Trust |
4 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
| Eaton Vance Senior Floating Rate Trust |
4 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| Schechter Investment Advisors, LLC |
4 |
| HWG Holdings LP |
4 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
4 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| Park Avenue Securities Llc |
4 |
| Standard Life Aberdeen plc |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| Belpointe Asset Management LLC |
4 |
| Wilkinson Global Asset Management LLC |
4 |
| Tfo-tdc, Llc |
4 |
| Colonial Trust Co / SC |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| GFG Capital, LLC |
4 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
4 |
| Hoxton Financial, Inc. |
4 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
4 |
| Ardsley Advisory Partners Lp |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
4 |
| Mv Capital Management, Inc. |
4 |
| National Bank Of Canada /fi/ |
4 |
| Brinker Capital Inc |
4 |
| First Horizon Corp |
4 |
| Managed Account Advisors Llc |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| Spire Wealth Management |
4 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| Century Capital Management, LLC |
4 |
| Meitav Dash Investments Ltd |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| 1832 Asset Management L.P. |
4 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
4 |
| Mfs Multimarket Income Trust |
4 |
| Melvin Capital Management LP |
4 |
| Harbour Investments, Inc. |
4 |
| VCULX - VALIC Co I - Growth Fund |
4 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
4 |
| Kovitz Investment Group Partners, LLC |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
4 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
4 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
| Fiduciary Alliance LLC |
4 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
4 |
| Optiver Holding B.V. |
4 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
4 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
4 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
4 |
| CENTRAL TRUST Co |
4 |
| Atlantic Union Bankshares Corp |
4 |
| RFP Financial Group LLC |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| William Blair Investment Management, Llc |
4 |
| Grove Bank & Trust |
4 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
4 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
4 |
| Blackrock Multi-sector Income Trust |
4 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
| Icon Wealth Advisors, LLC |
4 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
| Handelsinvest Investeringsforvaltning |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| Capital Research Global Investors |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| Clough Global Equity Fund |
4 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| Clough Global Dividend & Income Fund |
4 |
| King Luther Capital Management Corp |
4 |
| APG Asset Management N.V. |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
| Quaker Wealth Management, LLC |
4 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
4 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
4 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| Shellback Capital, LP |
4 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
4 |
| Dupont Capital Management Corp |
4 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| Rational Advisors Llc |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| Amundi |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| LKFIX - LKCM Funds - LKCM Fixed Income Fund |
4 |
| Pitcairn Co |
4 |
| Weiss Asset Management LP |
4 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| Caldwell Securities, Inc |
4 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
4 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
4 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
4 |
| Lmcg Investments, Llc |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| NTHEX - Northeast Investors Trust - Northeast Investors Trust |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| Verdence Capital Advisors LLC |
4 |
| D'Orazio & Associates, Inc. |
4 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
4 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
| Ieq Capital, Llc |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| Abn Amro Investment Solutions |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| Legacy Wealth Managment, LLC/ID |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| BlackRock Japan Co. Ltd |
3 |
| Bailard, Inc. |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| Wunderlich Securities, Inc. |
3 |
| CHICAGO TRUST Co NA |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| Cahill Financial Advisors Inc |
3 |
| CBIZ Investment Advisory Services, LLC |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| Syverson Strege & Co |
3 |
| Clark Capital Management Group, Inc. |
3 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
| Bridgeworth, LLC |
3 |
| LBA Wealth Management, LLC |
3 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
3 |
| Chilton Investment Co Llc |
3 |
| Tsfg, Llc |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| Denali Advisors Llc |
3 |
| Delta Global Management LP |
3 |
| Shufro Rose & Co Llc |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| Baron Wealth Management LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| IFM Investors Pty Ltd |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Horizon Investment Services, LLC |
3 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| Phocas Financial Corp. |
3 |
| HighVista Strategies LLC |
3 |
| Ameliora Wealth Management Ltd. |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| Covington Capital Management |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| VNBTrust, National Association |
3 |
| Valentine Capital Asset Management, Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| Griffin Institutional Access Credit Fund |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
3 |
| PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
3 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| Stokes Family Office, LLC |
3 |
| Banque Cantonale Vaudoise |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
3 |
| JT Stratford LLC |
3 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| Hollencrest Capital Management |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
3 |
| Better Money Decisions, LLC |
3 |
| Timber Hill LLC |
3 |
| Abich Financial Wealth Management LLC |
3 |
| Lomas Capital Management, LLC |
3 |
| Gabelli Equity Trust Inc |
3 |
| SummerHaven Investment Management, LLC |
3 |
| Atlas Capital Advisors Llc |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| First Dallas Securities Inc. |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| New Age Alpha Advisors, LLC |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| Red Door Wealth Management, LLC |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| Patten Group, Inc. |
3 |
| Pinnacle Associates Ltd |
3 |
| AlphaCentric Advisors LLC |
3 |
| Signet Financial Management, Llc |
3 |
| True Link Financial Advisors, LLC |
3 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| Clarius Group, LLC |
3 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| Sittner & Nelson, Llc |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| National Planning Corp |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| Fulton Bank, N.a. |
3 |
| WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
3 |
| Plato Investment Management Ltd |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| Community Bank, N.A. |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| Advantage Investment Management, Llc |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| Raymond James Trust N.a. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| Pacific Center for Financial Services |
3 |
| Davidson Capital Management Inc. |
3 |
| Castle Ridge Investment Management LP |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| Holderness Investments Co |
3 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| Avanza Fonder AB |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Stone House Investment Management, LLC |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
| Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
3 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
| Palo Capital, Inc. |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
| TriaGen Wealth Management LLC |
3 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| Archford Capital Strategies, LLC |
3 |
| Monashee Investment Management LLC |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| Marino, Stram & Associates Llc |
3 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
3 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| Reynolds Capital Management Llc |
3 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
3 |
| Column Capital Advisors, LLC |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| Ritholtz Wealth Management |
3 |
| Westpac Banking Corp |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
3 |
| Jump Trading, LLC |
3 |
| Arlington Partners LLC |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Lincoln National Corp |
3 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
3 |
| Bluefin Trading, LLC |
3 |
| Steinberg Global Asset Management |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
| Cfm Wealth Partners Llc |
3 |
| Keebeck Alpha, LP |
3 |
| Abacus Planning Group, Inc. |
3 |
| High Note Wealth, LLC |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| Quantum Capital Management |
3 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class |
3 |
| Reilly Financial Advisors, Llc |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Tidemark, LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| DRW Securities, LLC |
3 |
| K.J. Harrison & Partners Inc |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| Greenleaf Trust |
3 |
| JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund |
3 |
| E Six Thirteen, Llc |
3 |
| Overbrook Management Corp |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| Df Dent & Co Inc |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| Kings Point Capital Management |
3 |
| Strategic Wealth Advisors Group, LLC |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| Balentine LLC |
3 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
3 |
| New York Life Investments Alternatives |
3 |
| White Pine Capital Llc |
3 |
| Texas Capital Bank Wealth Management Services Inc |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| Tlp Group Llc |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| Heck Capital Advisors, LLC |
3 |
| Hanlon Investment Management, Inc. |
3 |
| Winthrop Capital Management, LLC |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Glenmede Investment Management, LP |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| Voya Prime Rate Trust |
3 |
| Moors & Cabot, Inc. |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| Islay Capital Management, Llc |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
| Forsta Ap-fonden |
3 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| Mount Lucas Management LP |
3 |
| Salem Investment Counselors Inc |
3 |
| Appian Way Asset Management LP |
3 |
| AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
3 |
| Cobalt Capital Management, Inc. |
3 |
| LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| Sigma Capital Management Llc |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
3 |
| Knight Capital Group, Inc. |
3 |
| Tradition Wealth Management, LLC |
3 |
| LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
3 |
| Private Wealth Management Group, LLC |
3 |
| Aviva Plc |
3 |
| HighTower Trust Services, LTA |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| Brown Advisory Inc |
3 |
| Arkadios Wealth Advisors |
3 |
| Kcm Investment Advisors Llc |
3 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
3 |
| Hager Investment Management Services, Llc |
3 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
3 |
| Integrated Advisors Network LLC |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| Rothschild Asset Management Inc |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| Values First Advisors, Inc. |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
3 |
| Parkwood LLC |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| Kehrs Ridge Capital,LLC |
3 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Wagner Wealth Management, Llc |
3 |
| Harbor Capital Advisors, Inc. |
3 |
| Lone Pine Capital Llc |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| BlueMar Capital Management, LLC |
3 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| VSR Financial Services, Inc. |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| Y.D. More Investments Ltd |
3 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| AXS Investments LLC |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| Waterloo Capital, L.P. |
3 |
| Eagle Global Advisors Llc |
3 |
| Northwest Financial Advisors |
3 |
| Balboa Wealth Partners |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
3 |
| Stonebridge Financial Group, LLC |
3 |
| EverPoint Asset Management, LLC |
3 |
| Sovran Advisors, LLC |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| PFG Advisors |
3 |
| Profunds - Profund Vp Small-cap |
3 |
| Profunds - Profund Vp Large-cap Value |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| Perfromance Wealth Partners, LLC |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Profunds - Profund Vp Consumer Services |
3 |
| QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
3 |
| Bare Financial Services, Inc |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
| Key FInancial Inc |
3 |
| Profunds - Profund Vp Bull |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| KLCM Advisors, Inc. |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| F/M Investments LLC |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A |
3 |
| BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
3 |
| Investment Research & Advisory Group, Inc. |
3 |
| Two Creeks Capital Management, LP |
3 |
| JDM Financial Group LLC |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| ACG Wealth |
3 |
| Credit Suisse High Yield Bond Fund |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| Otter Creek Advisors, LLC |
3 |
| Oarsman Capital, Inc. |
3 |
| Solstein Capital, LLC |
3 |
| First New York Securities Llc /ny |
3 |
| Unique Wealth Strategies, LLC |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Opinicus Capital, Inc. |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| Goodman Advisory Group, LLC |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| Wealthsource Partners, Llc |
3 |
| Sierra Ocean, Llc |
3 |
| Bank of Jackson Hole Trust |
3 |
| Granite Investment Partners, LLC |
3 |
| Fisher Funds Management LTD |
3 |
| Lehman Financial Resources, Inc. |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| CSat Investment Advisory, L.P. |
3 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
3 |
| Blueprint Investment Partners LLC |
3 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| Six Columns Capital, Lp |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| Stonnington Group, Llc |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| TD Capital Management LLC |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| Masterton Capital Management, LP |
3 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
3 |
| JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| Investment Management Corp of Ontario |
3 |
| Chiron Investment Management, LLC |
3 |
| Tiverton Asset Management Llc |
3 |
| WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
3 |
| Price Capital Management, Inc. |
3 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
| Candlestick Capital Management LP |
3 |
| Tredje AP-fonden |
3 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
3 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
3 |
| WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
3 |
| Tributary Capital Management, LLC |
3 |
| Steadfast Capital Management Lp |
3 |
| WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
3 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
3 |
| Omnia Family Wealth, LLC |
3 |
| Wedge Capital Management L L P/nc |
3 |
| SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
3 |
| Norinchukin Bank, The |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| BankPlus Trust Department |
3 |
| Global Endowment Management, LP |
3 |
| Standard Family Office LLC |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
| Deseret Mutual Benefit Administrators |
3 |
| Peterson Financial Group, Inc. |
3 |
| One Wealth Advisors, LLC |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| First National Bank Of Omaha |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| Jackson, Grant Investment Advisers, Inc. |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| Carmel Capital Partners, LLC |
3 |
| Veritable, L.P. |
3 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
3 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
3 |
| Spouting Rock Asset Management, LLC |
3 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
| Bear Mountain Capital, Inc. |
3 |
| Willingdon Wealth Management |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
3 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
| Brasada Capital Management, Lp |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| Accel Wealth Management |
3 |
| BlueSky Wealth Advisors, LLC |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
| Mascoma Wealth Management LLC |
3 |
| MCF Advisors LLC |
3 |
| Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
3 |
| Fiduciary Trust Co |
3 |
| Fiduciary Group LLC |
3 |
| GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
3 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
| Wexford Capital Lp |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
| Cerebellum GP, LLC |
3 |
| Smallwood Wealth Investment Management, LLC |
3 |
| Ridgewood Investments LLC |
3 |
| Founders Financial Alliance, LLC |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Invictus RG |
3 |
| COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
3 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Gallacher Capital Management LLC |
3 |
| Dana Investment Advisors, Inc. |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| Royce Value Trust Inc |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
3 |
| Triton Wealth Management, PLLC |
3 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
3 |
| Morse Asset Management, Inc |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Soros Capital Management Llc |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
3 |
| Family Legacy, Inc. |
3 |
| Madison Investment Advisors, LLC |
3 |
| HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF |
3 |
| Lee Johnson Capital Management, Llc |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| Capital Performance Advisors Llp |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| Dynasty Wealth Management, Llc |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| Rosenberg Matthew Hamilton |
3 |
| NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
3 |
| Spears Abacus Advisors LLC |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| Trifecta Capital Advisors, LLC |
3 |
| First City Capital Management, Inc. |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| Williams Jones Wealth Management, LLC. |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| First Command Financial Services, Inc. |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| Generali Asset Management SPA SGR |
3 |
| TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| Personal Cfo Solutions, Llc |
3 |
| South Dakota Investment Council |
3 |
| Evoke Wealth, Llc |
3 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
3 |
| Valley National Advisers Inc |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| Montag A & Associates Inc |
3 |
| PointState Capital LP |
3 |
| Price Wealth Management, Inc. |
3 |
| Cavalier Investments, LLC |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| First Command Bank |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Wayfinding Financial, LLC |
3 |
| Hartford Investment Management Co |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| Premier Path Wealth Partners, LLC |
3 |
| Callan Family Office, LLC |
3 |
| Whitebox Mutual Funds |
3 |
| Ingalls & Snyder Llc |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| K2 Principal Fund, L.p. |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
| Pacific Alternative Asset Management Company, Llc |
3 |
| Elevation Series Trust - RiverNorth Patriot ETF |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Kowal Investment Group, LLC |
3 |
| Financial Perspectives, Inc |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| Arden Investment Series Trust |
3 |
| Vigilant Capital Management, LLC |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| Simon Quick Advisors, Llc |
3 |
| Chimera Capital Management LLC |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| Bb&t Securities, Llc |
3 |
| Guild Investment Management, Inc. |
3 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| J.P. Turner & Co Capital Mnagement, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| Brave Asset Management Inc |
3 |
| Capital CS Group, LLC |
3 |
| Royal London Asset Management Ltd |
3 |
| Sunnymeath Asset Management, Inc. |
3 |
| HBK Sorce Advisory LLC |
3 |
| PGGM Investments |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| Putnam Fl Investment Management Co |
3 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
3 |
| Harber Asset Management Llc |
3 |
| Retirement Group, LLC |
3 |
| JS Capital Management LLC |
3 |
| Aveo Capital Partners, LLC |
3 |
| MainStreet Investment Advisors LLC |
3 |
| Forward Management, LLC |
3 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| Patton Fund Management, Inc. |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Egerton Capital (UK) LLP |
3 |
| Kingfisher Capital LLC |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| Reuter James Wealth Management, Llc |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| Fulcrum Asset Management LLP |
3 |
| Banco BTG Pactual S.A. |
3 |
| Kozak & Associates, Inc. |
3 |
| AustralianSuper Pty Ltd |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
| Bornite Capital Management LP |
3 |
| Westside Investment Management, Inc. |
3 |
| NewEdge Wealth, LLC |
3 |
| Karp Capital Management Corp |
3 |
| Heritage Wealth Advisors |
3 |
| Wallace Advisory Group, LLC |
3 |
| Rsm Us Wealth Management Llc |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
3 |
| Eminence Capital, Lp |
3 |
| FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
3 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| Provence Wealth Management Group |
3 |
| Societe Generale |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| Marathon Capital Management |
3 |
| Intrua Financial, LLC |
3 |
| Sound Income Strategies, LLC |
3 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
3 |
| Advisors Capital Management, LLC |
3 |
| Jackson Square Capital, Llc |
3 |
| HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
3 |
| HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
3 |
| Madison Asset Management, LLC |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| Cadence Capital Management Llc |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| Investment House Llc |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| RMB Capital Management, LLC |
3 |
| Camden Capital, LLC |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| Johnson Midwest Financial, LLC |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| Goodwin Investment Advisory |
3 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
3 |
| Nbt Bank N A /ny |
3 |
| Burney Co/ |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| MFCPX - M FUND INC - M Capital Appreciation Fund |
3 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
3 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
3 |
| Inscription Capital, LLC |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Boston Private Wealth Llc |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
3 |
| Spring Creek Capital Llc |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Advisor Resource Council |
3 |
| Rockbridge Investment Management, LCC |
3 |
| JBF Capital, Inc. |
3 |
| Credit Suisse Asset Management Income Fund Inc |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Daiwa Securities Group Inc. |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| Chicago Partners Investment Group LLC |
3 |
| StoneX Group Inc. |
3 |
| Next Financial Holdings |
3 |
| ShearLink Capital, LLC |
3 |
| VELA Funds - VELA Large Cap 130/30 Fund Class I |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| Pvg Asset Management Corp |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
3 |
| Thames Capital Management Llc |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| S&co Inc |
3 |
| Bremer Bank National Association |
3 |
| Meritage Portfolio Management |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| WESPAC Advisors, LLC |
3 |
| Bensler, LLC |
3 |
| Bremer Trust National Association |
3 |
| Resonant Capital Advisors, LLC |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Team Financial Group, LLC |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| Ckw Financial Group |
3 |
| Itau Unibanco Holding S.A. |
3 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| Achmea Investment Management B.V. |
3 |
| Transce3nd, LLC |
3 |
| Power Corp of Canada |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| Crabel Capital Management, LLC |
3 |
| Ramirez Asset Management, Inc. |
3 |
| JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
3 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
3 |
| Columbus Circle Investors |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| KPP Advisory Services LLC |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| MANA Advisors LLC |
3 |
| Kepos Capital LP |
3 |
| Canada Post Corp Registered Pension Plan |
3 |
| NEOS Investment Management LLC |
3 |
| Amica Retiree Medical Trust |
3 |
| Ballentine Partners, LLC |
3 |
| Delos Wealth Advisors, LLC |
3 |
| Aware Super Pty Ltd as trustee of Aware Super |
3 |
| Rossby Financial, LCC |
3 |
| Providence Capital Advisors, LLC |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
3 |
| Americana Partners, LLC |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| Rogco, Lp |
3 |
| Saturna Capital CORP |
3 |
| Kempen Capital Management N.v. |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| Capital One, National Association |
3 |
| United Community Bank |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Qrg Capital Management, Inc. |
3 |
| Kore Private Wealth LLC |
3 |
| First Eagle Investment Management, LLC |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| Raiffeisen Bank International AG |
3 |
| FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
3 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
3 |
| Applied Finance Capital Management, LLC |
3 |
| Fund Management at Engine No. 1 LLC |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| Cheviot Value Management, LLC |
3 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
3 |
| PSI Advisors, LLC |
3 |
| Eisler Capital Management Ltd. |
3 |
| Syon Capital Llc |
3 |
| Fwl Investment Management, Llc |
3 |
| Estate Counselors, LLC |
3 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| Cambiar Investors Llc |
3 |
| Palisade Asset Management, LLC |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
3 |
| BCJ Capital Management, LLC |
3 |
| Mechanics Financial Corp |
3 |
| Epoch Investment Partners, Inc. |
3 |
| Cornerstone Advisors, Inc. |
3 |
| Resurgent Financial Advisors LLC |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| HMS Capital Management, LLC |
3 |
| Chapman Financial Group, Llc |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| EHP Funds Inc. |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| ROE - EA Series Trust - Astoria US Quality Kings ETF |
3 |
| Capital Directions Investment Advisors, LLC |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| Mufg Securities Americas Inc. |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Concentric Capital Strategies, LP |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| Main Street Financial Solutions, LLC |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| Bayforest Capital Ltd |
3 |
| Beacon Capital Management, LLC |
3 |
| O'Brien Greene & Co. Inc |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Ledyard National Bank |
3 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| Cypress Capital, LLC |
3 |
| Merit Financial Group, LLC |
3 |
| Wellington Shields & Co., LLC |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Main Street Research LLC |
3 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
3 |
| Cna Financial Corp |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| Oppenheimer Global Multi Strategies Fund |
3 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
3 |
| Mitchell Mcleod Pugh & Williams Inc |
3 |
| Baader Bank INC |
3 |
| BTC Capital Management, Inc. |
3 |
| Jupiter Asset Management Ltd |
3 |
| Campbell Capital Management Inc |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| Long Pond Capital, LP |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| Range Financial Group LLC |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
3 |
| Fidelis Capital Partners, LLC |
3 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
3 |
| Quest Capital Management Inc /adv |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
3 |
| Ibex Wealth Advisors |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Human Investing LLC |
3 |
| SpiderRock Trading LLC |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
| Iron Horse Wealth Management, LLC |
3 |
| Bft Financial Group, Llc |
3 |
| National Pension Service |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
| Old Mission Capital Llc |
3 |
| Well Done, LLC |
3 |
| Claro Advisors LLC |
3 |
| SkyView Investment Advisors, LLC |
3 |
| Wealthfront Advisers Llc |
3 |
| Cynosure Management, Llc |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Absoluto Partners Gestao de Recursos Ltda |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
3 |
| One Fin Capital Management LP |
3 |
| MorganRosel Wealth Management, LLC |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| DecisionPoint Financial, LLC |
3 |
| Banque Transatlantique SA |
3 |
| CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
3 |
| Alphasimplex Group, Llc |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| Wealthspire Advisors, LLC |
3 |
| Trust Co |
3 |
| Pensionmark Financial Group, Llc |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
3 |
| Strategic Blueprint, LLC |
3 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
3 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
| Forum Funds |
3 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| Bbva Usa |
3 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
| Strategic Financial Concepts, LLC |
3 |
| Commonwealth Financial Services, LLC |
3 |
| Lenox Wealth Management, Inc. |
3 |
| Gateway Investment Advisers Llc |
3 |
| Junto Capital Management LP |
3 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
| MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
3 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
3 |
| Integrated Wealth Management |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| Fortem Financial Group, Llc |
3 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
3 |
| Franklin Templeton ETF Trust - Franklin Income Focus ETF |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
| Timpani Capital Management LLC |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
3 |
| Perigon Wealth Management, LLC |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| Sei Trust Co |
3 |
| Anandar Capital Management LP |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| Heartwood Wealth Advisors LLC |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
3 |
| Lakewood Capital Management, Lp |
3 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
| Dunhill Financial, LLC |
3 |
| Lsv Asset Management |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| Parvin Asset Management, LLC |
3 |
| Pinnacle Financial Partners Inc |
3 |
| Neo Ivy Capital Management |
3 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Kb Financial Partners, Llc |
3 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
3 |
| Eagle Bay Advisors LLC |
3 |
| Rock Creek Group, LP |
3 |
| Burt Wealth Advisors |
3 |
| Artisan Partners Limited Partnership |
3 |
| SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
3 |
| Icon Wealth Partners, LLC |
3 |
| Pallas Capital Advisors LLC |
3 |
| Saudi Central Bank |
3 |
| NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
3 |
| 10Elms LLP |
3 |
| Garde Capital, Inc. |
3 |
| Vise Technologies, Inc. |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| Portside Wealth Group, LLC |
3 |
| Kaizen Advisory, Llc |
3 |
| UniSuper Management Pty Ltd |
3 |
| Crestwood Capital Management, L.P. |
3 |
| Kentucky Retirement Systems |
3 |
| PRW Wealth Management LLC |
3 |
| Penbrook Management LLC |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Gupta Wealth Management LLC |
3 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| Innealta Capital, Llc |
3 |
| GURU - Global X Funds - Global X Guru Index ETF |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
| HHM Wealth Advisors, LLC |
3 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
3 |
| Blackrock Credit Allocation Income Trust |
3 |
| Tortoise Investment Management, LLC |
3 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
3 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
| SevenBridge Financial Group, LLC |
3 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
3 |
| Spot Trading L.l.c. |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| Numerai GP LLC |
3 |
| EWG Elevate Inc. |
3 |
| JNBA Financial Advisors |
3 |
| Evergreen Capital Management Llc |
3 |
| AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
3 |
| Genus Capital Management Inc. |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| Apollon Wealth Management, LLC |
3 |
| Regal Investment Advisors LLC |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
3 |
| Aptus Capital Advisors, LLC |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| Cowen Group, Inc. |
3 |
| ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
| BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
3 |
| Bogle Investment Management L P /de/ |
3 |
| Atticus Wealth Management, Llc |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| Next Capital Management LLC |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| New England Securities Corp /MA/ |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| Live Oak Private Wealth LLC |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| Crescent Grove Advisors, LLC |
3 |
| Cortina Asset Management, LLC |
3 |
| Koch Industries Inc |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
3 |
| Intrust Bank Na |
3 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| Transform Wealth, LLC |
3 |
| Nemes Rush Group LLC |
3 |
| Reston Wealth Management Llc |
3 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| Aspen Investment Management Inc |
3 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
3 |
| BDO Wealth Advisors, LLC |
3 |
| Diversified Trust Co |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| Paradigm Financial Partners, Llc |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| Platte River Wealth Advisors, LLC |
3 |
| NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
3 |
| Invst, LLC |
3 |
| Premier Asset Management Llc |
3 |
| First Citizens Bank & Trust Co |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Gateway Advisory, LLC |
3 |
| HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
3 |
| Oakworth Capital, Inc. |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| EA Series Trust |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| Continuum Advisory, LLC |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| Hartford Series Fund Inc |
3 |
| FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
| Anfield Capital Management, LLC |
3 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
3 |
| Park Square Financial Group, LLC |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund |
3 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
3 |
| Mizuho Securities Usa Llc |
3 |
| Costello Asset Management, INC |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| Windsor Creek Advisors, Llc |
3 |
| Mutual Advisors, LLC |
3 |
| HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| Wright Investors Service Inc |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| Oliver Luxxe Assets LLC |
3 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
3 |
| EMG Holdings, L.P. |
3 |
| IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
3 |
| Strategic Investment Advisors / MI |
3 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
| Redwood Investment Management, Llc |
3 |
| RMR Wealth Builders |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
| Ionic Capital Management LLC |
3 |
| Laurel Wealth Advisors LLC |
3 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
3 |
| Airain ltd |
3 |
| Wilmington Funds Management Corp |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| TFR Capital, LLC. |
3 |
| Kilter Group LLC |
3 |
| Anson Funds Management LP |
3 |
| SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| FourThought Financial, LLC |
3 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
| Marquette Asset Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| Team Hewins, LLC |
3 |
| Angeles Investment Advisors, LLC |
3 |
| Smith Group Asset Management, LLC |
3 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
| Eqis Capital Management, Inc. |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| Phoenix Holdings Ltd. |
3 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
3 |
| Rotella Capital Management, Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Prudential Plc |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| Madison Investment Holdings Inc |
3 |
| Enlightenment Research, LLC |
3 |
| TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| 111 Capital |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
3 |
| Bell Bank |
3 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
3 |
| Atomi Financial Group, Inc. |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| MUFG Americas Holdings Corp |
3 |
| Alpine Global Management, LLC |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| Cordatus Wealth Management LLC |
3 |
| Sentry Investment Management Llc |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| Bellwether Investment Group, LLC |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Seizert Capital Partners, Llc |
3 |
| Kathmere Capital Management, LLC |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| ISAM Funds (UK) Ltd |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| Odey Asset Management Group Ltd |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| Andra AP-fonden |
3 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Intech Investment Management Llc |
3 |
| Stelac Advisory Services LLC |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| Ritter Daniher Financial Advisory LLC / DE |
3 |
| Steel Peak Wealth Management LLC |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| HSBC FUNDS - HSBC Strategic Income Fund Class A |
3 |
| Garda Capital Partners Lp |
3 |
| Sentinel Asset Management, Inc. |
3 |
| Fairfield, Bush & Co. |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| Advisors Preferred, LLC |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Mendota Financial Group, LLC |
3 |
| Axxcess Wealth Management, Llc |
3 |
| Dfpg Investments, Llc |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
| BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund |
3 |
| Paradigm Asset Management Co Llc |
3 |
| 3Chopt Investment Partners, LLC |
3 |
| Perpetual Ltd |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| FSM Wealth Advisors, LLC |
3 |
| Legacy Wealth Asset Management, LLC |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| CR Intrinsic Investors, LLC |
3 |
| Everhart Financial Group, Inc. |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Cibc World Markets Corp |
3 |
| Scholtz & Company, Llc |
3 |
| Ahrens Investment Partners LLC |
3 |
| Horan Securities, Inc. |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| Delta Investment Management, LLC |
3 |
| Quantum Financial Advisors, LLC |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
| FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
3 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
3 |
| Sierra Capital LLC |
3 |
| Ferris Capital, Llc |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| Holistic Financial Partners |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
| Kovack Advisors, Inc. |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| 1st Source Bank |
3 |
| Water Island Capital Llc |
3 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| Tibra Equities Europe Ltd |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| IMA Wealth, Inc. |
3 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| L2 Asset Management, LLC |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
3 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| Venture Visionary Partners LLC |
3 |
| Amica Mutual Insurance Co |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| Peconic Partners Llc |
3 |
| FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| Formula Growth Ltd |
3 |
| Ewa, Llc |
3 |
| Five Oceans Advisors |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
| Pinnacle Wealth Advisors |
3 |
| Glacier Peak Capital LLC |
3 |
| Ridgeworth Funds |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| Evermay Wealth Management Llc |
3 |
| AIA Group Ltd |
3 |
| M&g Investment Management Ltd |
3 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| Old West Investment Management, LLC |
3 |
| Trilogy Capital Inc. |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
| La Banque Postale Asset Management SA |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| Moran Wealth Management, LLC |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| Imprint Wealth LLC |
3 |
| Lisanti Capital Growth, LLC |
3 |
| VTL Associates, LLC |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| Selective Wealth Management, Inc. |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
3 |
| First Allied Advisory Services, Inc. |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| Piscataqua Savings Bank |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| Parthenon Llc |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
3 |
| Portfolio Strategies, Inc. |
3 |
| Cercano Management LLC |
3 |
| Ccm Investment Group, Llc |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| First Trust High Income Long/short Fund |
3 |
| Coston, McIsaac & Partners |
3 |
| Placemark Investments, Inc. |
3 |
| Crestwood Advisors Group LLC |
3 |
| Dividend Asset Capital, Llc |
3 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
3 |
| VestGen Advisors, LLC |
3 |
| Holloway Wealth Management, LLC |
3 |
| Thompson Investment Management, Inc. |
3 |
| Vinva Investment Management Ltd |
3 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
3 |
| QVT Financial LP |
3 |
| Sfmg, Llc |
3 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
| Trust Co Of Oklahoma |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| Rakuten Investment Management, Inc. |
3 |
| Buckhead Capital Management Llc |
3 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
| Heritage Wealth Management, Llc |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Nova Wealth Management, Inc. |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
3 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| Monument Capital Management |
3 |
| Texas Yale Capital Corp. |
3 |
| Catapult Capital Management Llc |
3 |
| SummitTX Capital, L.P. |
3 |
| NOPE - Tidal ETF Trust - Noble Absolute Return ETF |
3 |
| Financial Enhancement Group LLC |
3 |
| Calton & Associates, Inc. |
3 |
| Kingsview Wealth Management, LLC |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| Equitable Trust Co |
3 |
| Shay Capital LLC |
3 |
| Washington Trust Bank |
3 |
| Barrett & Company, Inc. |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| Robeco Schweiz AG |
3 |
| Tucker Asset Management Llc |
3 |
| Legacy Capital Group California, Inc. |
3 |
| Avitas Wealth Management LLC |
3 |
| Grey Street Capital, LLC |
3 |
| Dean Investment Associates, Llc |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| Manning & Napier Group, LLC |
3 |
| JGP Wealth Management, LLC |
3 |
| Highland Capital Management, Llc |
3 |
| Parnassus Investments /ca |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| Hartford Financial Management Inc. |
3 |
| EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| Fairway Wealth LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
3 |
| Syntax Advisors, Llc |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Accuvest Global Advisors |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| Eaton Vance Short Duration Diversified Income Fund |
3 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
| KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Tdam Usa Inc. |
3 |
| Tarbox Family Office, Inc. |
3 |
| Legato Capital Management LLC |
3 |
| DT Investment Partners, LLC |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| GV Financial Advisors |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| Apriem Advisors |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| AdvisorShares Investments LLC |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| Donaldson Capital Management, Llc |
3 |
| Paragon Capital Management Ltd |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| Capital International Investors |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| Diversify Advisory Services, LLC |
3 |
| Cumberland Partners Ltd |
3 |
| Green Square Capital Advisors Llc |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Core Bond Portfolio - Core Bond Portfolio |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| Mediolanum International Funds Ltd |
3 |
| Global X Management CO LLC |
3 |
| Highstreet Asset Management Inc. |
3 |
| Concorde Asset Management, LLC |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| Hilltop National Bank |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| Nilsine Partners, LLC |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| Operose Advisors LLC |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Seeds Investor Llc |
3 |
| New Millennium Group LLC |
3 |
| ICA Group Wealth Management, LLC |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| American Capital Advisory, LLC |
3 |
| Hotchkis & Wiley Capital Management Llc |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
| Flinton Capital Management LLC |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Advent Claymore Convertible Securities & Income Fund |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| Xtx Markets Llc |
3 |
| Warren Averett Asset Management, LLC |
3 |
| WealthCollab, LLC |
3 |
| M&G Plc |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| Wealth Group, Ltd. |
3 |
| Tuttle Tactical Management LLC |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| First Personal Financial Services |
3 |
| 25 Llc |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| Mane Global Capital Management Lp |
3 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
| Rydex Etf Trust |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| Eventide Asset Management, Llc |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| Index Management Solutions, LLC |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
3 |
| Empirical Finance, LLC |
3 |
| GEM Realty Capital |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
3 |
| JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
3 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
3 |
| Orbitronix, LP |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
| LRI Investments, LLC |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| Mezzasalma Advisors, LLC |
3 |
| Gabelli Dividend & Income Trust |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| Intersect Capital LLC |
3 |
| Railway Pension Investments Ltd |
3 |
| De Burlo Group Inc |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| 1st Global Advisors, Inc. |
3 |
| MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
3 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
3 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
3 |
| Adviser Investments LLC |
3 |
| Integral Derivatives, LLC |
3 |
| Baltimore-Washington Financial Advisors, Inc. |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| Symphony Asset Management Llc |
3 |
| Gamco Investors, Inc. Et Al |
3 |
| Wealth Alliance |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| Gen-Wealth Partners Inc |
3 |
| Kennedy Capital Management, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
| Affinity Investment Advisors, Llc |
3 |
| First Pacific Advisors, LP |
3 |
| Winch Advisory Services, LLC |
3 |
| Municipal Employees' Retirement System of Michigan |
3 |
| O'Dell Group, LLC |
3 |
| Total Investment Management Inc |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Absolute Return Capital, LLC |
3 |
| Security National Bank |
3 |
| Philadelphia Trust Co |
3 |
| Maplelane Capital, Llc |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
| Waddell & Reed Financial Inc |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| Greatmark Investment Partners, Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| Strategic Global Advisors, LLC |
3 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| College Retirement Equities Fund |
3 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
| Tiaa-cref Funds |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| Advanced Investment Partners, LLC |
3 |
| Duquesne Family Office LLC |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| Institutional Investment Strategy Fund |
3 |
| Tectonic Advisors Llc |
3 |
| Barings Llc |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
3 |
| Czech National Bank |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| CTC Capital Management, LLC |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
3 |
| CX Institutional |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| Aviance Capital Partners, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
| Mbb Public Markets I Llc |
3 |
| Strategy Asset Managers Llc |
3 |
| Cm Wealth Advisors Llc |
3 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
3 |
| Precision Wealth Strategies, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF |
3 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
| JHL Capital Group LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| DnB Asset Management AS |
3 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| Sun Life Financial Inc |
3 |
| Horizon Investments, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| Columbia Partners L L C Investment Management |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| Washington Trust Advisors, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
3 |
| Korea Investment CORP |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| Accent Capital Management, LLC |
3 |
| Metis Global Partners, LLC |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| Geneva Advisors, LLC |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| Allegis Investment Advisors, LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
| Malaga Cove Capital, LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Joel Isaacson & Co., LLC |
3 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
3 |
| Capital Investment Advisors, LLC |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| Kelly Financial Services LLC |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| World Equity Group, Inc. |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| Security National Bank Of Sioux City Iowa /ia/ |
3 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
| Gerber, Llc |
3 |
| AlphaCore Capital LLC |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| Weiss Strategic Interval Fund |
3 |
| Creekmur Asset Management LLC |
3 |
| GW&K Investment Management, LLC |
3 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| Alpha Windward Llc |
3 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| J. Safra Sarasin Holding AG |
3 |
| WR Wealth Planners, LLC |
3 |
| Pineridge Advisors LLC |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
| Merchants' Gate Capital LP |
3 |
| LMR Master Fund Ltd |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
3 |
| Alta Advisers Ltd |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
| Vista Capital Partners, Inc. |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| Braun-Bostich & Associates Inc. |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| Capula Management Ltd |
3 |
| Chris Bulman Inc |
3 |
| VMAX - Lattice Strategies Trust - Hartford US Value ETF |
3 |
| HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| Abound Wealth Management |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
3 |
| WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| Mason Street Advisors, Llc |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| Camden National Bank |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
3 |
| Glg Inc. |
3 |
| First American Bank |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
3 |
| NWK Group, Inc. |
3 |
| Canandaigua National Corp |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| Passport Capital, LLC |
3 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
3 |
| JJJ Advisors Inc. |
3 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| MUFG Securities EMEA plc |
3 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
3 |
| FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
3 |
| Nuveen Global High Income Fund |
3 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| Barnett & Company, Inc. |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
3 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
3 |
| Quotient Investors, LLC |
3 |
| SignalPoint Asset Management, LLC |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| Wetherby Asset Management Inc |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Savant Capital, LLC |
3 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
| WealthTrust Asset Management, LLC |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
| Golden State Equity Partners |
3 |
| Tiedemann Advisors, Llc |
3 |
| AMF Pensionsforsakring AB |
3 |
| Altshuler Shaham Ltd |
3 |
| Three Peaks Capital Management, LLC |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| V-Square Quantitative Management LLC |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| Wrapmanager Inc |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| Eisler Capital (US) LLC |
3 |
| Smith Anglin Financial, LLC |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| Cabot Wealth Management Inc |
3 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| Amtrust Financial Services, Inc. |
3 |
| Capital Analysts, Inc. |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| Baldwin Brothers Inc/ma |
3 |
| MKP Capital Management, L.L.C. |
3 |
| Tri-continental Corp |
3 |
| Ruane, Cunniff & Goldfarb L.P. |
3 |
| FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
3 |
| Symmetry Investments LP |
3 |
| Mariner Investment Group Llc |
3 |
| Yahoo Inc |
3 |
| Change Path, LLC |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Monticello Wealth Management, Llc |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
3 |
| St. Johns Investment Management Company, LLC |
3 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
3 |
| Groupama Asset Managment |
3 |
| Cardiff Park Advisors, Llc |
3 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
3 |
| Old Second National Bank Of Aurora |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| First Financial Corp /in/ |
3 |
| Capstone Asset Management Co |
3 |
| Vima Llc |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Cookson Peirce & Co Inc |
3 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
3 |
| Metatron Capital SICAV plc |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
3 |
| Chicago Capital, LLC |
3 |
| FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
3 |
| Americafirst Capital Management, Llc |
3 |
| New Wave Wealth Advisors Llc |
3 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
3 |
| Sanibel Captiva Trust Company, Inc. |
3 |
| Silvant Capital Management LLC |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Tradeworx Inc. |
3 |
| Tiger Management L.l.c. |
3 |
| FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| Princeton Alpha Management LP |
3 |
| Claybrook Capital, LLC |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| N.E.W. Advisory Services LLC |
3 |
| Hc Financial Advisors Inc |
3 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
| Tyers Asset Management LLC |
3 |
| Northern Trust Co Of Connecticut |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| Bourgeon Capital Management Llc |
3 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Spectrum Wealth Counsel, LLC |
3 |
| MRP Capital Investments, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| Cypress Capital Group |
3 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| Franklin Street Capital Partners, LLC |
3 |
| Altus Wealth Group LLC |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| Pinz Capital Management, LP |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| TCG Advisory Services, LLC |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| Telemus Capital, Llc |
3 |
| Glenview Trust Co |
3 |
| Kalos Management, Inc. |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| Autumn Glory Partners, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
3 |
| Advisor Partners Ii, Llc |
3 |
| HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
3 |
| Aspect Partners, LLC |
3 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
3 |
| Lodge Hill Capital, LLC |
3 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
| Family Legacy Financial Solutions, LLC |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| AlTi Global, Inc. |
3 |
| Benchmark Investment Advisors LLC |
3 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Elkfork Partners LLC |
3 |
| Country Trust Bank |
3 |
| Global Trust Asset Management, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| Intrepid Capital Management Inc |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| Brown Advisory Securities, LLC |
3 |
| Painted Porch Advisors LLC |
3 |
| Center for Financial Planning, Inc. |
3 |
| Jpmorgan Trust Iii |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| Credential Qtrade Securities Inc. |
3 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
3 |
| Brewin Dolphin Ltd |
3 |
| Cartenna Capital, LP |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| Buckingham Strategic Partners |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
3 |
| Kdi Capital Partners Llc |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| Highline Wealth Partners Llc |
3 |
| Intellectus Partners, LLC |
3 |
| Connacht Asset Management LP |
3 |
| Perkins Coie Trust Co |
3 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
| Distillate Capital Partners LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| Cornerstone Capital Management Holdings Llc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Athena Capital Advisors Llc |
3 |
| Asio Capital, LLC |
3 |
| Apollo Management Holdings, L.P. |
3 |
| Pecaut & Co. |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| Alberta Investment Management Corp |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| NorthCoast Asset Management LLC |
3 |
| Mazama Capital Management Inc |
3 |
| Syntal Capital Partners, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
| Aprio Wealth Management, LLC |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
3 |
| 361 Capital Llc |
3 |
| Baker Tilly Financial, Llc |
3 |
| E Fund Management Co., Ltd. |
3 |
| Re Advisers Corp |
3 |
| First Manhattan Co |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
3 |
| Cigna Investments Inc /new |
3 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| Ativo Capital Management LLC |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Tyler-Stone Wealth Management |
3 |
| Fs Credit Income Fund |
3 |
| Scout Investments, Inc. |
3 |
| Byrne Asset Management LLC |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| Caitlin John, LLC |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| Onefund, Llc |
3 |
| Degroof Petercam Asset Management |
3 |
| Fortis Advisors, LLC |
3 |
| Worth Venture Partners, LLC |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| Connectus Wealth, LLC |
3 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
3 |
| Premier Fund Managers Ltd |
3 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
3 |
| Northwest Investment Counselors, Llc |
3 |
| Croft-leominster Inc |
3 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
| JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
3 |
| Erste Asset Management GmbH |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| Legacy Investment Solutions, LLC |
3 |
| Brophy Wealth Management, LLC |
3 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
3 |
