| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
42 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
40 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
40 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
40 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
39 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
38 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
38 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
37 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
37 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
36 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
36 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
34 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
32 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
31 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
31 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
31 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
29 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
28 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
28 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
28 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
27 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
27 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
26 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
25 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
25 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
25 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
24 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
24 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
24 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
24 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
24 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
23 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
23 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
23 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
23 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
23 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
22 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
22 |
| MASTER BOND LLC - Master Total Return Portfolio |
22 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
22 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
22 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
22 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
22 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
22 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
21 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
21 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
21 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
21 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
21 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
21 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
21 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
21 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
21 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
20 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
20 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
20 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
20 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
20 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
19 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
19 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
19 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
19 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
19 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
19 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
19 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
18 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
18 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
18 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
18 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
18 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
18 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
18 |
| Six Circles Trust - Six Circles Global Bond Fund |
18 |
| PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
17 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
17 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
17 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
17 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
17 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
17 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
17 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
17 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
17 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
17 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
17 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
17 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
17 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
17 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
17 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
16 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
16 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
16 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
16 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
16 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
16 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
16 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
16 |
| FundVantage Trust - Verplanck Balanced Fund |
16 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
16 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
16 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
16 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
16 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
16 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
16 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
16 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
16 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
16 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
16 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
16 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
15 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
15 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
15 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
15 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
15 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
15 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
15 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
15 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
15 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
15 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
15 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
15 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
15 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
15 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
15 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
15 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
14 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
14 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
14 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
14 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
14 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
14 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
14 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
14 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
14 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
14 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
14 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
14 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
14 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
13 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
13 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
13 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
13 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
13 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
13 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
13 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
13 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
13 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
13 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
13 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
13 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
13 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
13 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
13 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
13 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
13 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
13 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
13 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
13 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
13 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
13 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
13 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
13 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
13 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
13 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
13 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
13 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
13 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
13 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
13 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
12 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
12 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
12 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
12 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
12 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
12 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
12 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
12 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
12 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
12 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
12 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
12 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
12 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
12 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
12 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
12 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
12 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
12 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
12 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
12 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
12 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
12 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
11 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
11 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
11 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
11 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
11 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
11 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
11 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
11 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
11 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
11 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
11 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
11 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
11 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
11 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
11 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
11 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
11 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
11 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
11 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
11 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
11 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
11 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
11 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
11 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
11 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
11 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
11 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
10 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
10 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
10 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
10 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
10 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
10 |
| Principal Funds Inc |
10 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
10 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
10 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
10 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
10 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
10 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
10 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
10 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
10 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
10 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
10 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
10 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
10 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
10 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
10 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
10 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
10 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
10 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
10 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
10 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
10 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
10 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
10 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
10 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
10 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
10 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
10 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
10 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
10 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
10 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
10 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
10 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
10 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
10 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
10 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
10 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
9 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
9 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
9 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
9 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
9 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
9 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
9 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
9 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
9 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
9 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
9 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
9 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
9 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
9 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
9 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
9 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
9 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
9 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
9 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
9 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
9 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
9 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
9 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
9 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
9 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
9 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
9 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
9 |
| State Farm Mutual Fund Trust |
9 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
9 |
| State Farm Variable Product Trust |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
9 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
9 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
9 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
9 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
9 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
9 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
9 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
9 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
9 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
9 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
9 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
9 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
9 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
9 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
9 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
9 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
9 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
9 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
9 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
9 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
9 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
9 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
9 |
| Parametric Portfolio Associates Llc |
9 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
9 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
8 |
| Glenmede Trust Co Na |
8 |
| Captrust Financial Advisors |
8 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
8 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
8 |
| Morgan Stanley |
8 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
8 |
| SG Americas Securities, LLC |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
8 |
| Simplex Trading, Llc |
8 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
8 |
| Advisor Group Holdings, Inc. |
8 |
| Jpmorgan Chase & Co |
8 |
| American International Group, Inc. |
8 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
8 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
8 |
| Campbell Multi-strategy Trust |
8 |
| BlackRock, Inc. |
8 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
8 |
| Rhumbline Advisers |
8 |
| AdvisorShares Investments LLC |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| Proequities, Inc. |
8 |
| New York State Common Retirement Fund |
8 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
8 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
8 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
8 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
| Blair William & Co/il |
8 |
| Wells Fargo & Company/mn |
8 |
| Citadel Advisors Llc |
8 |
| Vanguard Group Inc |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
8 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
8 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
8 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
8 |
| Mfs Charter Income Trust |
8 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
8 |
| Bank Of America Corp /de/ |
8 |
| Barclays Plc |
8 |
| Deutsche Bank Ag\ |
8 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
8 |
| UBS Group AG |
8 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
8 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
8 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
8 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
8 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
8 |
| Susquehanna International Group, Llp |
8 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
8 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
8 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| Credit Suisse Ag/ |
8 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
8 |
| Citigroup Inc |
8 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
8 |
| Dimensional Fund Advisors Lp |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
8 |
| Tower Research Capital LLC (TRC) |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
8 |
| Goldman Sachs Group Inc |
8 |
| VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
8 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
8 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
8 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
8 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
8 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
8 |
| Royal Bank Of Canada |
8 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
8 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
8 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
8 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
8 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
7 |
| Kcg Holdings, Inc. |
7 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
7 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
7 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
7 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
7 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
7 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
7 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
7 |
| Aqr Capital Management Llc |
7 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
7 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
7 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
7 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
7 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
7 |
| California Public Employees Retirement System |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
7 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
7 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
7 |
| Parallel Advisors, LLC |
7 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
7 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
7 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
7 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
7 |
| Legal & General Group Plc |
7 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
7 |
| Fmr Llc |
7 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
7 |
| Quantbot Technologies LP |
7 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
7 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
7 |
| College Retirement Equities Fund |
7 |
| Meeder Asset Management Inc |
7 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
7 |
| Charles Schwab Investment Management Inc |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
7 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
7 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
7 |
| Hrt Financial Lp |
7 |
| Vantagepoint Funds |
7 |
| Global X Funds |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
7 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
7 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
7 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
| Sonora Investment Management, LLC |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
7 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
7 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
7 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
7 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
7 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
7 |
| American Funds Insurance Series |
7 |
| Cwm, Llc |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
7 |
| Invesco Ltd. |
7 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
7 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
7 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
7 |
| Advisory Services Network, LLC |
7 |
| Ameritas Investment Corp |
7 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
| Verition Fund Management LLC |
7 |
| LPL Financial LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
7 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
7 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
7 |
| Delaware Enhanced Global Dividend & Income Fund |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
7 |
| Alliancebernstein L.p. |
7 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
| Gsa Capital Partners Llp |
7 |
| Geode Capital Management, Llc |
7 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
7 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
7 |
| Two Sigma Investments, Lp |
7 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| State Street Corp |
7 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
7 |
| Raymond James & Associates |
7 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
7 |
| IFP Advisors, Inc |
7 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
7 |
| New World Fund Inc |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
7 |
| Aperio Group, LLC |
7 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
7 |
| Russell Investments Group, Ltd. |
7 |
| First Republic Investment Management, Inc. |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
7 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
7 |
| Renaissance Technologies Llc |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
7 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
7 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
7 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
7 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
7 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
7 |
| Group One Trading, L.p. |
7 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
7 |
| Mfs Multimarket Income Trust |
7 |
| Bank Of Montreal /can/ |
7 |
| Millennium Management Llc |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| Allianz Asset Management GmbH |
7 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
7 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
7 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
| Ladenburg Thalmann Financial Services Inc |
7 |
| Private Advisor Group, LLC |
7 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
7 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
7 |
| Cubist Systematic Strategies, LLC |
7 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
7 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
7 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
7 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
7 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
7 |
| Qube Research & Technologies Ltd |
7 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
7 |
| Northern Trust Corp |
7 |
| Jane Street Group, Llc |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
| Calamos Global Dynamic Income Fund |
7 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
7 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
7 |
| Oppenheimer Etf Trust |
7 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
7 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
7 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
6 |
| Vanguard Whitehall Funds |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
6 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
6 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
6 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
6 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
6 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
6 |
| DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
6 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
6 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
6 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| ExodusPoint Capital Management, LP |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
6 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
6 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
6 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
6 |
| Ameriprise Financial Inc |
6 |
| Virtu Financial LLC |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
6 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
6 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
6 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
6 |
| Thrivent Financial For Lutherans |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
6 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
6 |
| MBEQX - M FUND INC - M International Equity Fund |
6 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
6 |
| Point72 Hong Kong Ltd |
6 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
6 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
6 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
6 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
6 |
| NEXT Financial Group, Inc |
6 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
6 |
| Cetera Advisor Networks LLC |
6 |
| Stifel Financial Corp |
6 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
6 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
6 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
6 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
6 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
6 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
6 |
| BlueCrest Capital Management Ltd |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
6 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
6 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
6 |
| Engineers Gate Manager LP |
6 |
| Cambridge Investment Research Advisors, Inc. |
6 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
6 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
6 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
6 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
6 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
6 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
6 |
| Panagora Asset Management Inc |
6 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
| HighTower Advisors, LLC |
6 |
| Quadrant Capital Group Llc |
6 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
6 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
6 |
| PDT Partners, LLC |
6 |
| Prudential Financial Inc |
6 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
6 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
6 |
| Prelude Capital Management, Llc |
6 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
6 |
| Walleye Trading LLC |
6 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
6 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
6 |
| Victory Capital Management Inc |
6 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
6 |
| Bank of New York Mellon Corp |
6 |
| American Portfolios Advisors |
6 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
6 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
6 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
6 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
6 |
| Squarepoint Ops LLC |
6 |
| World Asset Management Inc |
6 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
6 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
6 |
| Creative Planning |
6 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
| Arrowstreet Capital, Limited Partnership |
6 |
| A.R.T. Advisors, LLC |
6 |
| Marshall Wace, Llp |
6 |
| Federation des caisses Desjardins du Quebec |
6 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
6 |
| Ubs Ag |
6 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
6 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
6 |
| Man Group plc |
6 |
| HAP Trading, LLC |
6 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
6 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
6 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
6 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
6 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
6 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
6 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
6 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
6 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
6 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
6 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
6 |
| Pacer Advisors, Inc. |
6 |
| International Assets Investment Management, Llc |
6 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
6 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
6 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
6 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
6 |
| Pnc Funds |
6 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
6 |
| Nuveen Asset Management, LLC |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
6 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
6 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
6 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
6 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
6 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
6 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
6 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
6 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
6 |
| Wolverine Trading, Llc |
6 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
6 |
| Cornerstone Planning Group LLC |
6 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
6 |
| Global Retirement Partners, LLC |
6 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
| D. E. Shaw & Co., Inc. |
6 |
| Advisor Group, Inc. |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
6 |
| Bnp Paribas Arbitrage, Sa |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
6 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
6 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
6 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
6 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
6 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
6 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
6 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
6 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
6 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
6 |
| Toth Financial Advisory Corp |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
6 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
6 |
| Macquarie Group Ltd |
6 |
| Forum Funds |
6 |
| Lindbrook Capital, Llc |
6 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
6 |
| Prospera Financial Services Inc |
6 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
6 |
| First Horizon Advisors, Inc. |
6 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
6 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
6 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
6 |
| Cutler Group LP |
6 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
6 |
| Us Bancorp \de\ |
6 |
| Jefferies Group LLC |
6 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
6 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
5 |
| Sei Investments Co |
5 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
5 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| American Independence Funds Trust |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
5 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
5 |
| J. Goldman & Co LP |
5 |
| National Planning Corp |
5 |
| MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
5 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
5 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
5 |
| Envestnet Asset Management Inc |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
5 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
5 |
| Ubs Asset Management Americas Inc |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
5 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
5 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
5 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
5 |
| Optimum Investment Advisors |
5 |
| Driehaus Capital Management Llc |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
5 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
5 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
5 |
| LS Investment Advisors, LLC |
5 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
5 |
| Penserra Capital Management LLC |
5 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
5 |
| Guggenheim Capital Llc |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
5 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
5 |
| BlackRock Advisors LLC |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| Synovus Financial Corp |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| RBB FUND, INC. - Aquarius International Fund |
5 |
| Front Row Advisors LLC |
5 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| Valeo Financial Advisors, LLC |
5 |
| Vident Investment Advisory, LLC |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
5 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
5 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
5 |
| Russell Frank Co/ |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
5 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
5 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
5 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
5 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
5 |
| Acadian Asset Management Llc |
5 |
| BDO Wealth Advisors, LLC |
5 |
| Ab Pooling Portfolios |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
5 |
| Marshall Wace North America L.P. |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
5 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
5 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
5 |
| Commonwealth Equity Services, Llc |
5 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
5 |
| Kestra Advisory Services, LLC |
5 |
| New Perspective Fund |
5 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
5 |
| Sowell Financial Services LLC |
5 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
5 |
| TD Waterhouse Canada Inc. |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
5 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
5 |
| Diversified Trust Co |
5 |
| Larson Financial Group LLC |
5 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
5 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| Berman Capital Advisors, LLC |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
| Independent Advisor Alliance |
5 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
5 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
| Tiaa-cref Funds |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
5 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
5 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
5 |
| Signaturefd, Llc |
5 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
5 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
5 |
| Northern Trust Co Of Connecticut |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| PEAK6 Investments, L.P. |
5 |
| Putnam Investments Llc |
5 |
| FNY Partners Fund LP |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| Paces Ferry Wealth Advisors, Llc |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
| Symons Capital Management Inc |
5 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
5 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
5 |
| Paradigm Asset Management Co Llc |
5 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
5 |
| EntryPoint Capital, LLC |
5 |
| Freestone Capital Holdings, LLC |
5 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
5 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
5 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
5 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
5 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
5 |
| FNY Investment Advisers, LLC |
5 |
| Old Mission Capital Llc |
5 |
| Money Concepts Capital Corp |
5 |
| Hexavest Inc. |
5 |
| Allworth Financial LP |
5 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
5 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
5 |
| Ellington Management Group Llc |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
5 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
5 |
| Emerald Acquisition Ltd. |
5 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
| PEAK6 Investments LLC |
5 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
5 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
5 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
5 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
5 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
5 |
| Td Asset Management Usa Funds Inc. |
5 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
5 |
| Paloma Partners Management Co |
5 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
5 |
| Evoke Wealth, Llc |
5 |
| Parametric Market Neutral Portfolio |
5 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
5 |
| Curian Series Trust |
5 |
| SHEH - Precidian ETFs Trust - Shell plc ADRhedged |
5 |
| DELAWARE VIP TRUST - Delaware VIP International Series Standard |
5 |
| GAM Holding AG |
5 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
5 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
5 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
5 |
| Patriot Investment Management Inc. |
5 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| Neuberger Berman Group LLC |
5 |
| Hsbc Holdings Plc |
5 |
| American Century Companies Inc |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| Financial Architects, Inc |
5 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
5 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
5 |
| Weld Capital Management Llc |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| Gabelli Equity Series Funds Inc |
5 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
5 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
5 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
5 |
| Cresset Asset Management, LLC |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
5 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
5 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
5 |
| Principal Financial Group Inc |
5 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| Ethic Inc. |
5 |
| FORA Capital, LLC |
5 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
5 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
5 |
| Aquatic Capital Management LLC |
5 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
5 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
5 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
5 |
| POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
5 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
5 |
| Dynamic Technology Lab Private Ltd |
5 |
| Morningstar Investment Services LLC |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| California State Teachers Retirement System |
5 |
| Dupont Capital Management Corp |
5 |
| Cca Investments Trust |
5 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
5 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
5 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
5 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
5 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
5 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
5 |
| Fred Alger Management, Llc |
5 |
| FNY Managed Accounts LLC |
5 |
| Two Sigma Advisers, Lp |
5 |
| Two Sigma Securities, Llc |
5 |
| First Manhattan Co |
5 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| Eaton Vance Management |
5 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
5 |
| Nisa Investment Advisors, Llc |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
| ProShare Advisors LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
5 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
| LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A |
5 |
| Europacific Growth Fund |
5 |
| Comerica Bank |
5 |
| ClariVest Asset Management LLC |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
| Regions Financial Corp |
5 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
5 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
5 |
| Thompson Davis & Co., Inc. |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
5 |
| Oxford Asset Management Llp |
5 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
5 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
5 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
5 |
| Federated Hermes, Inc. |
5 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
5 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
5 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
5 |
| Boston Advisors Llc |
5 |
| Trexquant Investment LP |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Nomura Holdings Inc |
5 |
| National Bank Of Canada /fi/ |
5 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
5 |
| CenterStar Fund, LLC |
5 |
| Howe & Rusling Inc |
5 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
5 |
| Wolverine Asset Management Llc |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| D.a. Davidson & Co. |
5 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
5 |
| WASHINGTON TRUST Co |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| GAMMA Investing LLC |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| Winton Capital Group Ltd |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
5 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
| BlackRock Fund Advisors |
5 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
5 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
5 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
5 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
5 |
| Bessemer Group Inc |
5 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
5 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
4 |
| Balyasny Asset Management Llc |
4 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
4 |
| Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
4 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
4 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
4 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
4 |
| Algert Global Llc |
4 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
4 |
| Point72 Asset Management, L.P. |
4 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
4 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| John Hancock Hedged Equity & Income Fund |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| C M Bidwell & Associates Ltd |
4 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
4 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
4 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
4 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
4 |
| Chilton Investment Co Llc |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
4 |
| Knight Capital Group, Inc. |
4 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
4 |
| Smartleaf Asset Management LLC |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| Skopos Labs, Inc. |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
4 |
| Mariner, LLC |
4 |
| Nicholas Investment Partners, LP |
4 |
| Tcw Strategic Income Fund Inc |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
4 |
| Rockbridge Investment Management, LCC |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| Principal Securities, Inc. |
4 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| Bogle Investment Management L P /de/ |
4 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
4 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
4 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
4 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Pictet Asset Management Ltd |
4 |
| FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
4 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| Assetmark, Inc |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
4 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
4 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
4 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
4 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
4 |
| Laurion Capital Management LP |
4 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
4 |
| Calamos Global Total Return Fund |
4 |
| Toronto Dominion Bank |
4 |
| Greenleaf Trust |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
4 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
4 |
| SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
4 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
4 |
| Great West Life Assurance Co /can/ |
4 |
| Stevens Capital Management Lp |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| Franklin Resources Inc |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Centiva Capital, LP |
4 |
| Coatue Management Llc |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
4 |
| Vident Advisory, LLC |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| Centaurus Financial, Inc. |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
4 |
| Mutual Advisors, LLC |
4 |
| Lord, Abbett & Co. Llc |
4 |
| Financial Gravity Companies, Inc. |
4 |
| Investors Research Corp |
4 |
| Aevitas Wealth Management, Inc. |
4 |
| Delpha Capital Management, Llc |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| JustInvest LLC |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
4 |
| Caption Management, LLC |
4 |
| Financial Advocates Investment Management |
4 |
| MetLife Investment Management, LLC |
4 |
| Advanced Series Trust - Ast International Growth Portfolio |
4 |
| Reilly Financial Advisors, Llc |
4 |
| Private Capital Group, LLC |
4 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
| Rockefeller Capital Management L.P. |
4 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| NMIEX - Northern Funds - Active M International Equity Fund |
4 |
| Sofos Investments, Inc. |
4 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| Voloridge Investment Management, Llc |
4 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
4 |
| FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A |
4 |
| Truvestments Capital Llc |
4 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
4 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
4 |
| Walleye Capital LLC |
4 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 |
4 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
4 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
4 |
| Ellevest, Inc. |
4 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
4 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
4 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
4 |
| UMA Financial Services, Inc. |
4 |
| Weaver Consulting Group |
4 |
| Benjamin Edwards Inc |
4 |
| Golden State Wealth Management, LLC |
4 |
| Blueshift Asset Management, LLC |
4 |
| IMC-Chicago, LLC |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| Convergence Investment Partners, LLC |
4 |
| Canada Pension Plan Investment Board |
4 |
| Toroso Investments, LLC |
4 |
| Clear Street Markets Llc |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| Alera Investment Advisors, LLC |
4 |
| Quantinno Capital Management LP |
4 |
| Airain ltd |
4 |
| Eqis Capital Management, Inc. |
4 |
| Alpine Global Management, LLC |
4 |
| Vantage Investment Advisors, LLC |
4 |
| Alhambra Investment Partners LLC |
4 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
4 |
| Farther Finance Advisors, LLC |
4 |
| Ieq Capital, Llc |
4 |
| Aigen Investment Management, Lp |
4 |
| Strs Ohio |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| Scout Investments, Inc. |
4 |
| VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
4 |
| Timber Hill LLC |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| Financial Management Professionals, Inc. |
4 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
4 |
| Kingsview Wealth Management, LLC |
4 |
| Nationwide Fund Advisors |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
4 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
4 |
| Capital Fund Management S.a. |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
4 |
| Ballentine Partners, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
4 |
| Enterprise Financial Services Corp |
4 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
4 |
| Americafirst Capital Management, Llc |
4 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
4 |
| RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
4 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
| VCCBX - VALIC Co II - Core Bond Fund |
4 |
| Dorsey Wright & Associates |
4 |
| Raymond James Financial Inc |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| Wellington Management Group Llp |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Mackenzie Financial Corp |
4 |
| Systematic Financial Management Lp |
4 |
| Nordea Investment Management Ab |
4 |
| Bb&t Securities, Llc |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| VCIEX - VALIC Co I - International Equities Index Fund |
4 |
| Huntington National Bank |
4 |
| Teachers Retirement System Of The State Of Kentucky |
4 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
4 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
4 |
| Bridgeway Capital Management Inc |
4 |
| Northwestern Mutual Wealth Management Co |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| QCM Cayman, Ltd. |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| Natixis |
4 |
| Quantum Capital Management |
4 |
| Hutchin Hill Capital, LP |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| United Services Automobile Association |
4 |
| Norges Bank |
4 |
| EAM Investors, LLC |
4 |
| FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
4 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| Parkside Financial Bank & Trust |
4 |
| Ancora Advisors, LLC |
4 |
| Savant Capital, LLC |
4 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
4 |
| Hussman Strategic Advisors, Inc. |
4 |
| First Mercantile Trust Co |
4 |
| AlphaMark Advisors, LLC |
4 |
| M Holdings Securities, Inc. |
4 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
4 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
4 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
4 |
| Hanseatic Management Services Inc |
4 |
| Trust Co Of Vermont |
4 |
| Spot Trading L.L.C |
4 |
| SageView Advisory Group, LLC |
4 |
| Hm Payson & Co |
4 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
4 |
| Nine Chapters Capital Management LLC |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| MAI Capital Management |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
4 |
| Janney Montgomery Scott LLC |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
4 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
4 |
| Public Employees Retirement System Of Ohio |
4 |
| Sigma Planning Corp |
4 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
4 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
4 |
| Tompkins Financial Corp |
4 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| Covington Capital Management |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| Atria Investments Llc |
4 |
| Brookstone Capital Management |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
4 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Hbk Investments L P |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Gierl Augustine Investment Management Inc |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| Wunderlich Securities, Inc. |
4 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Sawtooth Solutions, LLC |
4 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
4 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
4 |
| Moors & Cabot, Inc. |
4 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
4 |
| Metropolitan Life Insurance Co/ny |
4 |
| Voya Investment Management Llc |
4 |
| Great Lakes Advisors, Llc |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| ACG Wealth |
4 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
| Highline Wealth Partners Llc |
4 |
| BlackRock Group LTD |
4 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
4 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
4 |
| Vise Technologies, Inc. |
4 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
4 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| State Of Wisconsin Investment Board |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| Amalgamated Bank |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
4 |
| Karp Capital Management Corp |
4 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Picton Mahoney Asset Management |
4 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
4 |
| Macroview Investment Management Llc |
4 |
| Lazard Asset Management Llc |
4 |
| Mackay Shields Llc |
4 |
| Credit Agricole S A |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
4 |
| Tcwp Llc |
4 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
4 |
| BAD - Listed Funds Trust - B.A.D. ETF |
4 |
| BlackRock Investment Management, LLC |
4 |
| TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
4 |
| Scotia Capital Inc. |
4 |
| Umb Bank N A/mo |
4 |
| Brinker Capital Investments, LLC |
4 |
| Navellier & Associates Inc |
4 |
| Water Island Capital Llc |
4 |
| Boothbay Fund Management, Llc |
4 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
4 |
| Sunbelt Securities, Inc. |
4 |
| Employees Retirement System of Texas |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
4 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
4 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
4 |
| O'shaughnessy Asset Management, Llc |
4 |
| FineMark National Bank & Trust |
4 |
| Ruffer LLP |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
4 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
4 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
4 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
4 |
| TCI Wealth Advisors, Inc. |
4 |
| State Board Of Administration Of Florida Retirement System |
4 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
4 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
4 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
4 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
4 |
| EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
4 |
| CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
4 |
| Cetera Advisors LLC |
4 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
4 |
| Proficio Capital Partners LLC |
4 |
| Caxton Associates Lp |
4 |
| JNBA Financial Advisors |
4 |
| APG Asset Management N.V. |
4 |
| FDx Advisors, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| Pittenger & Anderson Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| Sculptor Capital LP |
4 |
| Teachers Advisors, Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| Tiaa Cref Investment Management Llc |
4 |
| Snowden Capital Advisors LLC |
4 |
| Advisors Asset Management, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
4 |
| NumerixS Investment Technologies Inc |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| Tocqueville Asset Management L.p. |
4 |
| MQS Management LLC |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| Washington Trust Bank |
4 |
| CoreCap Advisors, LLC |
4 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
4 |
| Acrospire Investment Management LLC |
4 |
| Schroder Investment Management Group |
4 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
| AMP Capital Investors Ltd |
4 |
| Ground Swell Capital, LLC |
4 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| State of Wyoming |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
4 |
| EverSource Wealth Advisors, LLC |
4 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
4 |
| Cetera Investment Advisers |
4 |
| Hudson Bay Capital Management LP |
4 |
| Yousif Capital Management, Llc |
4 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
4 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| Catalyst Capital Advisors LLC |
4 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
4 |
| CIBC Private Wealth Group, LLC |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
4 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
4 |
| Bayesian Capital Management, LP |
4 |
| GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
4 |
| Capstone Investment Advisors, Llc |
4 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
4 |
| Cambria Investment Management, L.P. |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| Stone Ridge Asset Management LLC |
4 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
| JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A |
4 |
| FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
4 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
4 |
| Petrus Trust Company, LTA |
4 |
| Twin Tree Management, LP |
4 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
4 |
| BlackRock ESG Capital Allocation Trust |
4 |
| Bell Investment Advisors, Inc |
4 |
| Bluefin Trading, LLC |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
4 |
| Los Angeles Capital Management Llc |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
4 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
4 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
4 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
4 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
4 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
4 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| Pacific Global Investment Management Co |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
4 |
| Axa S.a. |
4 |
| Bank Of Nova Scotia |
4 |
| Quadrature Capital Ltd |
4 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
4 |
| RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
4 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
4 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
4 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
4 |
| Jane Street Holding, LLC |
4 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Geneos Wealth Management Inc. |
4 |
| XTX Topco Ltd |
4 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| KXI - iSHARES TRUST - iShares Global Consumer Staples ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| JJJ Advisors Inc. |
4 |
| Coldstream Capital Management Inc |
4 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
4 |
| Empowered Funds, LLC |
4 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| SRS Capital Advisors, Inc. |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
4 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
4 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
4 |
| Advantage Investment Management, Llc |
4 |
| Ritholtz Wealth Management |
4 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| MetLife Securities, Inc |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| Sage Private Wealth Group, Llc |
4 |
| Daiwa Securities Group Inc. |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
4 |
| Bartlett & Co. LLC |
4 |
| Pendal Group Ltd |
4 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
| Capital Bank & Trust Co |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
4 |
| Belpointe Asset Management LLC |
4 |
| Glassman Wealth Services |
4 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
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 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
4 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
4 |
| First Trust Advisors Lp |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Janus Henderson Group Plc |
4 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
| Main Street Group, LTD |
4 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
4 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
4 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
4 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| LMR Partners LLP |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| Fifth Third Bancorp |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares |
4 |
| MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
4 |
| ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 |
4 |
| Rehmann Capital Advisory Group |
4 |
| Ergoteles LLC |
4 |
| Jump Financial, LLC |
4 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
| Perigon Wealth Management, LLC |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
| Cypress Capital Management LLC (WY) |
3 |
| J.w. Cole Advisors, Inc. |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Flossbach Von Storch Ag |
3 |
| Rise Advisors, LLC |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| 1832 Asset Management L.P. |
3 |
| Oxbow Advisors, LLC |
3 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
| Baltimore-Washington Financial Advisors, Inc. |
3 |
| Granite Investment Advisors, LLC |
3 |
| Korea Investment CORP |
3 |
| Numeric Investors Llc |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
3 |
| Moore Capital Management, Lp |
3 |
| Royal London Asset Management Ltd |
3 |
| Winton Diversified Opportunities Fund |
3 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
3 |
| True Wealth Design, LLC |
3 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
3 |
| WealthPLAN Partners, LLC |
3 |
| Keating Financial Advisory Services, Inc. |
3 |
| Mather Group, Llc. |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| CENTRAL TRUST Co |
3 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
| First Citizens Bank & Trust Co |
3 |
| Atlantic Union Bankshares Corp |
3 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
3 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| Grove Bank & Trust |
3 |
| Doliver Advisors, Lp |
3 |
| Dfa Investment Trust Co - The Emerging Markets Series |
3 |
| Armistice Capital, Llc |
3 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
3 |
| MUFG Americas Holdings Corp |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
| Rockefeller Financial Services Inc |
3 |
| DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
3 |
| PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A |
3 |
| Brandes Investment Partners, Lp |
3 |
| CastleKnight Management LP |
3 |
| Bmc Fund Inc |
3 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
3 |
| Ibex Investors LLC |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
| Analytic Investors, LLC |
3 |
| Dfa Investment Trust Co - The Dfa International Value Series |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Oppenheimer & Co Inc |
3 |
| TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
3 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
3 |
| Asset Dedication, LLC |
3 |
| Operose Advisors LLC |
3 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
3 |
| Becker Capital Management Inc |
3 |
| Eagle Asset Management Inc |
3 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Renaissance Group Llc |
3 |
| Callan Family Office, LLC |
3 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
3 |
| Alambic Investment Management, L.P. |
3 |
| Alberta Investment Management Corp |
3 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
3 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Mycio Wealth Partners, Llc |
3 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
| Cibc World Markets Corp |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| Calamos Advisors LLC |
3 |
| TOKE - Cambria ETF Trust - Cambria Cannabis ETF |
3 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
| TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| Magnetar Financial LLC |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Apertura Capital, LLC |
3 |
| SpiderRock Trading LLC |
3 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| Scopus Asset Management, L.p. |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| Graham Capital Management, L.P. |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| Tradeworx Inc. |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| PineBridge Investments, L.P. |
3 |
| SJS Investment Consulting Inc. |
3 |
| Pathstone Family Office, Llc |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Baillie Gifford & Co |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
3 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
3 |
| Kilter Group LLC |
3 |
| Manning & Napier Advisors Llc |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| Pentwater Capital Management LP |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| Caldwell Trust Co |
3 |
| Aaron Wealth Advisors LLC |
3 |
| WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
3 |
| Hilltop Holdings Inc. |
3 |
| Td Asset Management Inc |
3 |
| FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
3 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| Martingale Asset Management L P |
3 |
| Mason Street Advisors, Llc |
3 |
| Ubs Oconnor Llc |
3 |
| Brown Brothers Harriman & Co |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| Keybank National Association/oh |
3 |
| Whittier Trust Co |
3 |
| Hexagon Capital Partners LLC |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| Addison Advisors LLC |
3 |
| Ameritas Advisory Services, LLC |
3 |
| WPG Advisers, LLC |
3 |
| FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares |
3 |
| Hancock Whitney Corp |
3 |
| Lotus Technology Management, LP |
3 |
| AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
3 |
| River & Mercantile Asset Management Llp |
3 |
| Cadence Capital Management Llc |
3 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
3 |
| Vigilant Capital Management, LLC |
3 |
| Bokf, Na |
3 |
| Steward Financial Group LLC |
3 |
| Cooper Creek Partners Management Llc |
3 |
| EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A |
3 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| Marathon Trading Investment Management LLC |
3 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| SBI Securities Co., Ltd. |
3 |
| RMB Capital Management, LLC |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| Usaa Etf Trust |
3 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| CIBC World Markets Inc. |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| Tucker Asset Management Llc |
3 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
3 |
| First Allied Advisory Services, Inc. |
3 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P |
3 |
| Capital Performance Advisors Llp |
3 |
| Yorktown Management & Research Co Inc |
3 |
| OHIO NATIONAL FUND INC - ON Bond Portfolio |
3 |
| Hartford Series Fund Inc |
3 |
| Tortoise Investment Management, LLC |
3 |
| OHIO NATIONAL FUND INC - ON Foreign Portfolio |
3 |
| Schubert & Co |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Regal Investment Advisors LLC |
3 |
| William Blair Investment Management, Llc |
3 |
| Root Financial Partners, LLC |
3 |
| Tcw Group Inc |
3 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
3 |
| Invictus RG |
3 |
| Visium Asset Management, LP |
3 |
| Epoch Investment Partners, Inc. |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
3 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
3 |
| IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
3 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
3 |
| RidgeWorth Capital Management LLC |
3 |
| EWG Elevate Inc. |
3 |
| Hitchwood Capital Management LP |
3 |
| Endurance Wealth Management, Inc. |
3 |
| IMA Wealth, Inc. |
3 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
3 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
3 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
3 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
3 |
| D L Carlson Investment Group Inc |
3 |
| Excalibur Management Corp |
3 |
| GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
3 |
| Cordant, Inc. |
3 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
| Amundi |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
3 |
| Vanguard Horizon Funds |
3 |
| John Hancock Income Securities Trust |
3 |
| Naples Global Advisors, Llc |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| Maplelane Capital, Llc |
3 |
| Moon Capital Management Lp |
3 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
3 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
3 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
3 |
| Hemington Wealth Management |
3 |
| Jain Global LLC |
3 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
| Jacobs Levy Equity Management, Inc |
3 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
3 |
| Guardian Capital Lp |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| Clearbridge, Llc |
3 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF |
3 |
| Public Sector Pension Investment Board |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| ORG Partners LLC |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| Bare Financial Services, Inc |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| Hl Financial Services Llc |
3 |
| Point View Wealth Management, Inc. |
3 |
| Wexford Capital Lp |
3 |
| Commonwealth Equity Services, Inc |
3 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
| Piedmont Investment Advisors Llc |
3 |
| Horan Capital Management |
3 |
| Impact Partnership Wealth, LLC |
3 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| Nemes Rush Group LLC |
3 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Edgestream Partners, L.P. |
3 |
| Jones Financial Companies Lllp |
3 |
| Perpetual Ltd |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| Ruggie Capital Group |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Red Door Wealth Management, LLC |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Suntrust Banks Inc |
3 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Northwest Investment Counselors, Llc |
3 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
| PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I |
3 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
3 |
| Texas Yale Capital Corp. |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| Tudor Investment Corp Et Al |
3 |
| Thomas White International Ltd |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| Shell Asset Management Co |
3 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
3 |
| Gotham Asset Management, LLC |
3 |
| Waddell & Reed Financial Inc |
3 |
| Sterling Capital Management LLC |
3 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
3 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
3 |
| Rational Advisors Llc |
3 |
| Rocky Mountain Advisers, Llc |
3 |
| Brown Advisory Inc |
3 |
| Calvert Investment Management, Inc. |
3 |
| Transce3nd, LLC |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| Garde Capital, Inc. |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
3 |
| Rossby Financial, LCC |
3 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
3 |
| Baird Financial Group, Inc. |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
3 |
| Venturi Wealth Management, LLC |
3 |
| Caitong International Asset Management Co., Ltd |
3 |
| Leelyn Smith, LLC |
3 |
| Venture Visionary Partners LLC |
3 |
| Itau Unibanco Holding S.A. |
3 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Freestone Grove Partners LP |
3 |
| Manchester Capital Management LLC |
3 |
| Mml Investors Services, Llc |
3 |
| Associated Banc-corp |
3 |
| Regentatlantic Capital Llc |
3 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
3 |
| New Mexico Educational Retirement Board |
3 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
3 |
| JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
3 |
| Activest Wealth Management |
3 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
3 |
| Herndon Capital Management Llc |
3 |
| Suffolk Capital Management Llc |
3 |
| Columbia Partners L L C Investment Management |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| Strategy Asset Managers Llc |
3 |
| People's United Financial, Inc. |
3 |
| Cornerstone Capital Management Holdings Llc. |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| CapWealth Advisors, LLC |
3 |
| Qci Asset Management Inc/ny |
3 |
| Hilltop National Bank |
3 |
| Wedge Capital Management L L P/nc |
3 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
3 |
| RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
3 |
| Ares Financial Consulting, LLC |
3 |
| PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
3 |
| M&t Bank Corp |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II |
3 |
| PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
3 |
| Griffin Asset Management, Inc. |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Cape Investment Advisory, Inc. |
3 |
| EPG Wealth Management LLC |
3 |
| Arlington Trust Co LLC |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Arkadios Wealth Advisors |
3 |
| USA Financial Portformulas Corp |
3 |
| Cinctive Capital Management LP |
3 |
| Mirabella Financial Services Llp |
3 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A |
3 |
| DRW Securities, LLC |
3 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
3 |
| CVA Family Office, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Jump Trading, LLC |
3 |
| National Asset Management, Inc. |
3 |
| Advisor Resource Council |
3 |
| IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A |
3 |
| NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| Seeyond |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Atom Investors LP |
3 |
| First Eagle Investment Management, LLC |
3 |
| Wealthspire Advisors, LLC |
3 |
| Banco BTG Pactual S.A. |
3 |
| Callodine Capital Management, LP |
3 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| Greylin Investment Mangement Inc |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Wetherby Asset Management Inc |
3 |
| Douglass Winthrop Advisors, LLC |
3 |
| Claro Advisors LLC |
3 |
| Zions Bancorporation, N.A. |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| Qtron Investments LLC |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Pacific Grove Capital LP |
3 |
| Sandy Spring Bank |
3 |
| Liberty Wealth Management Llc |
3 |
| Lazard Global Total Return & Income Fund Inc |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| Apollon Wealth Management, LLC |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Wealthspire Advisors, L.P. |
3 |
| Riverview Trust Co |
3 |
| VTL Associates, LLC |
3 |
| AMG National Trust Bank |
3 |
| Ing Groep Nv |
3 |
| Comerica Securities,inc. |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
| Robeco Institutional Asset Management B.V. |
3 |
| GFS Advisors, LLC |
3 |
| AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
3 |
| City National Bank |
3 |
| Alphacrest Capital Management Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
3 |
| DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
3 |
| NB Crossroads Private Markets Access Fund LLC |
3 |
| Next Financial Holdings |
3 |
| GeoWealth Management, LLC |
3 |
| Westwood Holdings Group Inc |
3 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
3 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
3 |
| Placemark Investments, Inc. |
3 |
| Quantitative Investment Management, LLC |
3 |
| Maverick Capital Ltd |
3 |
| Arden Investment Series Trust |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| HFM Investment Advisors, LLC |
3 |
| Tennessee Valley Asset Management Partners |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| Old North State Trust, LLC |
3 |
| Avion Wealth |
3 |
| Farmers & Merchants Investments Inc |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| Wealthfront Inc |
3 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
3 |
| REAP Financial Group, LLC |
3 |
| Global X Management CO LLC |
3 |
| Enlightenment Research, LLC |
3 |
| Cordatus Wealth Management LLC |
3 |
| FIINX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Fund Class A |
3 |
| Antonetti Capital Management LLC |
3 |
| Gemmer Asset Management LLC |
3 |
| GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
3 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
3 |
| Sei Trust Co |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| Sierra Capital LLC |
3 |
| Nbc Securities, Inc. |
3 |
| Kavar Capital Partners, LLC |
3 |
| Cable Hill Partners, LLC |
3 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
3 |
| Heritage Wealth Advisors |
3 |
| Societe Generale |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
3 |
| TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A |
3 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
3 |
| TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
3 |
| Alerus Financial Na |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| Syon Capital Llc |
3 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
| South Dakota Investment Council |
3 |
| JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
3 |
| Clearbridge Investments, LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) |
3 |
| Weiss Strategic Interval Fund |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| Quad Capital Management Advisors LLC |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
3 |
| Elite Wealth Management, Inc. |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
| Well Done, LLC |
3 |
| Claybrook Capital, LLC |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| Evercore Wealth Management, LLC |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| Jacobi Capital Management LLC |
3 |
| Psagot Investment House Ltd. |
3 |
| RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
3 |
| Corient Capital Partners, LLC |
3 |
| Versant Capital Management, Inc |
3 |
| Etf Managers Group, Llc |
3 |
| RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
3 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
3 |
| Atlas Capital Advisors Llc |
3 |
| Banque Pictet & Cie Sa |
3 |
| Optiver Holding B.V. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| Simon Quick Advisors, Llc |
3 |
| First Horizon Corp |
3 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
3 |
| Harbour Investments, Inc. |
3 |
| Gabelli Funds Llc |
3 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| Chiron Investment Management, LLC |
3 |
| McIlrath & Eck, LLC |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
3 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
| Smithfield Trust Co |
3 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
| Stone House Investment Management, LLC |
3 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
| Beutel, Goodman & Co Ltd. |
3 |
| JT Stratford LLC |
3 |
| Spire Wealth Management |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| Avantax Planning Partners, Inc. |
3 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
3 |
| Hartland & Co., LLC |
3 |
| Marino, Stram & Associates Llc |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| Blackrock Enhanced International Dividend Trust |
3 |
| Oppenheimer Variable Account Funds |
3 |
| AdvisorNet Financial, Inc |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| Teza Capital Management LLC |
3 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
3 |
| Certified Advisory Corp |
3 |
| CNB Bank |
3 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
3 |
| Western Asset Income Fund |
3 |
| Gradient Investments LLC |
3 |
| Vanguard World Fund |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| We Are One Seven, LLC |
3 |
| Eudaimonia Partners, LLC |
3 |
| Commonwealth Bank Of Australia |
3 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| Bangor Savings Bank |
3 |
| Diametric Capital, LP |
3 |
| BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class |
3 |
| JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
3 |
| Avestar Capital, LLC |
3 |
| Western Asset Premier Bond Fund |
3 |
| Jarislowsky, Fraser Ltd |
3 |
| JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
3 |
| Cerity Partners LLC |
3 |
| Summit Trail Advisors, Llc |
3 |
| Usa Mutuals Advisors, Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| Banco de Sabadell, S.A |
3 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
| Royal Fund Management, LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| Asset Management One Co., Ltd. |
3 |
| Qrg Capital Management, Inc. |
3 |
| CIBC Asset Management Inc |
3 |
| Holocene Advisors, LP |
3 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| WealthCollab, LLC |
3 |
| potrero capital research llc |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| AE Wealth Management LLC |
3 |
| IHT Wealth Management, LLC |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
| Merit Financial Group, LLC |
3 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
3 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
3 |
| Truewealth Llc |
3 |
| R&F Capital Advisors LP |
3 |
| Disciplined Investments, LLC |
3 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
3 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
3 |
| Richardson Financial Services Inc. |
3 |
| Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
3 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
3 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| Poehling Capital Management, LLC |
3 |
| Pinnacle Wealth Planning Services, Inc. |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
| Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
3 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio |
3 |
| Omnia Family Wealth, LLC |
3 |
| Colony Group, LLC |
3 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
| Crewe Advisors LLC |
3 |
| Trustcore Financial Services, Llc |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| SpiderRock Advisors, LLC |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
3 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
3 |
| Checchi Capital Advisers, LLC |
3 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| Westside Investment Management, Inc. |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Squar Milner Financial Services Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
3 |
| PENN SERIES FUNDS INC - Emerging Markets Equity Fund |
3 |
| BlackRock Capital Allocation Trust |
3 |
| Earnest Partners Llc |
3 |
| Trilogy Capital Inc. |
3 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
| Alyeska Investment Group, L.P. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
| Lido Advisors, LLC |
3 |
| Highbridge Capital Management Llc |
3 |
| Leonteq Securities AG |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
3 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
3 |
| AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares |
3 |
| Retirement Group, LLC |
3 |
| GV Financial Advisors |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Savoir Faire Capital Management, L.P. |
3 |
| Community Bank, N.A. |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| Spot Trading L.l.c. |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| Gabelli Equity Trust Inc |
3 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
3 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
3 |
| Summit X, LLC |
3 |
| Exos Asset Management LLC |
3 |
| Sittner & Nelson, Llc |
3 |
| Whitnell & Co. |
3 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
3 |
| BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
3 |
| Concord Wealth Partners |
3 |
| HighTower Trust Services, LTA |
3 |
| Tevis Investment Management |
3 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| Leuthold Group, Llc |
3 |
| Delaware Vip Trust - Delaware Vip International Value Equity Series Standard Class |
3 |
| Salem Investment Counselors Inc |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| Princeton Alpha Management LP |
3 |
| Hantz Financial Services, Inc. |
3 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
| EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
3 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
| Elyxium Wealth, LLC |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| Balentine LLC |
3 |
| Scoggin Management Lp |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
| CAPROCK Group, Inc. |
3 |
| Nomura Asset Management Co Ltd |
3 |
| Bruderman Asset Management, LLC |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
3 |
| Credential Qtrade Securities Inc. |
3 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
| Csenge Advisory Group |
3 |
| Legacy Advisors, LLC |
3 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
3 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
| Moody National Bank Trust Division |
3 |
| Kynikos Associates LP |
3 |
| Old National Bancorp /in/ |
3 |
| Ajo, Lp |
3 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
3 |
| Peapack Gladstone Financial Corp |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
3 |
| Krilogy Financial LLC |
3 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
3 |
| MCF Advisors LLC |
3 |
| Baker Avenue Asset Management, LP |
3 |
| American National Insurance Co /tx/ |
3 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| Oppenheimer Funds Inc |
3 |
| Fulton Bank, N.a. |
3 |
| Vontobel Holding Ltd. |
3 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| Winfield Associates, Inc. |
3 |
| Natixis Advisors, L.p. |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
3 |
| Hollencrest Capital Management |
3 |
| Hilton Capital Management, LLC |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Chartwell Investment Partners, Llc |
3 |
| SOUTH STATE Corp |
3 |
| Valley National Advisers Inc |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| Profund Advisors Llc |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| Icon Advisers Inc/co |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
| Sanctuary Advisors, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| XR Securities LLC |
3 |
| Truist Financial Corp |
3 |
| Jag Capital Management, Llc |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| Insight Select Income Fund |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| Commerce Bank |
3 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
3 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
3 |
| Stephens Inc /ar/ |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
3 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
3 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
3 |
| Chilton Capital Management Llc |
3 |
| Ninety One UK Ltd |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| Beacon Capital Management, LLC |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Bridgefront Capital, LLC |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
3 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
3 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
3 |
| Northern Oak Wealth Management Inc |
3 |
| Benjamin F. Edwards & Company, Inc. |
3 |
| Contravisory Investment Management, Inc. |
3 |
| Vantage Consulting Group Inc |
3 |
| IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
3 |
| UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
3 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
3 |
| Aviva Plc |
3 |
| Formidable Asset Management, LLC |
3 |
| Schechter Investment Advisors, LLC |
3 |
| First Hawaiian Bank |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
3 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
| Td Private Client Wealth Llc |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| Ballew Advisors, Inc |
3 |
| Fox Run Management, L.l.c. |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
3 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
| Abound Wealth Management |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
3 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| Capstone Asset Management Co |
3 |
| Amalgamated Financial Corp. |
3 |
| Sandler Capital Management |
3 |
| Citizens Business Bank |
3 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
3 |
| My Personal CFO, LLC |
3 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
3 |
| Trust Co |
3 |
| Golden State Equity Partners |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| Colonial Trust Co / SC |
3 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
3 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
3 |
| Vanguard Index Funds |
3 |
| GW&K Investment Management, LLC |
3 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
3 |
| DAVENPORT & Co LLC |
3 |
| Delta Asset Management Llc/tn |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class |
3 |
| James Investment Research Inc |
3 |
| Rothschild Investment Llc |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| Cowen Group, Inc. |
3 |
| Usca Ria Llc |
3 |
| Capital Guardian Trust Co |
3 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
3 |
| WR Wealth Planners, LLC |
3 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| DV Trading LLC |
3 |
| Kelly Financial Services LLC |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| Stephens Consulting, LLC |
3 |
| Oakworth Capital, Inc. |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
3 |
| HighPoint Advisor Group LLC |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Axq Capital, Lp |
3 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
3 |
| York Capital Management Global Advisors, LLC |
3 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
3 |
| Municipal Employees' Retirement System of Michigan |
3 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
3 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
3 |
| GWM Advisors LLC |
3 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
| Manikay Partners, LLC |
3 |
| Shelton Capital Management |
3 |
| Quarry LP |
3 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
3 |
| Fairfield, Bush & Co. |
3 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
| Integral Derivatives, LLC |
3 |
| HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
3 |
| Invesco Bond Fund |
3 |
| KBC Group NV |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| 1st Global Advisors, Inc. |
3 |
| Godfrey Financial Associates, Inc. |
3 |
| Anchor Investment Management, LLC |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| Eaton Vance Ltd Duration Income Fund |
3 |
| Janney Capital Management LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Ci Investments Inc. |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
3 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
| Harbor Investment Advisory, Llc |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| Wealthcare Capital Management Llc |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
3 |
| First Quadrant L P/ca |
3 |
| Seven Eight Capital, Lp |
3 |
| Headlands Technologies LLC |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| Reynolds Capital Management Llc |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
3 |
| American Trust |
3 |
| Agf Investments Inc. |
3 |
| City State Bank |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| Colony Group Llc |
3 |
| Cumberland Partners Ltd |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| Quent Capital, LLC |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| Highland Capital Management, Llc |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| Apriem Advisors |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| Tuttle Tactical Management LLC |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| Carlson Capital L P |
3 |
| Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| United Capital Financial Advisers, Llc |
3 |
| River Road Asset Management, LLC |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| Fernwood Investment Management, LLC |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
3 |
| Artisan Partners Limited Partnership |
3 |
| Oppenheimer Asset Management Inc. |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
3 |
| Tarbox Family Office, Inc. |
3 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
3 |
| USS Investment Management Ltd |
3 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| Fortitude Family Office, LLC |
3 |
| Boston Private Bank & Trust Co |
3 |
| Private Trust Co Na |
3 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
3 |
| Highstreet Asset Management Inc. |
3 |
| Folger Hill Asset Management LP |
3 |
| Oregon Public Employees Retirement Fund |
3 |
| CI Private Wealth, LLC |
3 |
| Mv Capital Management, Inc. |
3 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
| State Of Michigan Retirement System |
3 |
| Brinker Capital Inc |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| Managed Account Advisors Llc |
3 |
