| Blackrock Corporate High Yield Fund, Inc. |
23 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
22 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
21 |
| Pacer Advisors, Inc. |
21 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
20 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
20 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
20 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
20 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
19 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
19 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
19 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
19 |
| Blackrock Multi-sector Income Trust |
18 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
18 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
17 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
17 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
17 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
16 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
16 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
16 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
16 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
16 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
16 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
15 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
15 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
15 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
15 |
| Blackrock Core Bond Trust |
15 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
15 |
| Blackrock Ltd Duration Income Trust |
15 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
15 |
| Blackrock Credit Allocation Income Trust |
14 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
14 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
14 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
14 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
14 |
| Mfs Multimarket Income Trust |
14 |
| Mfs Charter Income Trust |
13 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
13 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
13 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
13 |
| Mfs Intermediate High Income Fund |
13 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
13 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
13 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
12 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
12 |
| Wells Fargo Multi-sector Income Fund |
12 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
12 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
12 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
12 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
12 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
12 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
12 |
| Alliancebernstein Global High Income Fund Inc |
12 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
12 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
12 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
12 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
12 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
12 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
12 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
12 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
12 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
12 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
11 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
11 |
| Eaton Vance Ltd Duration Income Fund |
11 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
11 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
11 |
| Wells Fargo Global Dividend Opportunity Fund |
11 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
11 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
11 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
11 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
11 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
11 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
11 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
11 |
| Wells Fargo Income Opportunities Fund |
11 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
11 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
11 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
10 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
10 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
10 |
| Wells Fargo Utilities & High Income Fund |
10 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
10 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
10 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
10 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
10 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
10 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
10 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
10 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
10 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
10 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
10 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
10 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
10 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
10 |
| Mfs Special Value Trust |
10 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
10 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
9 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
9 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
9 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
9 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
9 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
9 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
9 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
9 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
9 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
9 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
9 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
9 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
9 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
9 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
9 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
9 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
9 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
9 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
9 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
9 |
| Blackrock Debt Strategies Fund, Inc. |
9 |
| Neuberger Berman High Yield Strategies Fund Inc. |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
9 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
9 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
9 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
9 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
9 |
| Millennium Management Llc |
8 |
| Bank Of America Corp /de/ |
8 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
8 |
| Toronto Dominion Bank |
8 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
8 |
| Two Sigma Investments, Lp |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
8 |
| Proequities, Inc. |
8 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
8 |
| UBS Group AG |
8 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
8 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
8 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
8 |
| Marshall Wace, Llp |
8 |
| Balyasny Asset Management Llc |
8 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
8 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
8 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
8 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
8 |
| Walleye Capital LLC |
8 |
| Royal Bank Of Canada |
8 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
8 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
8 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
8 |
| Susquehanna International Group, Llp |
8 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
8 |
| FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
8 |
| Morgan Stanley |
8 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
8 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
8 |
| BlackRock, Inc. |
8 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
8 |
| D. E. Shaw & Co., Inc. |
8 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
8 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
8 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| Price T Rowe Associates Inc /md/ |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
7 |
| Fmr Llc |
7 |
| State Street Corp |
7 |
| Ubs Asset Management Americas Inc |
7 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
7 |
| Legal & General Group Plc |
7 |
| Alpine Global Management, LLC |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
7 |
| Wells Fargo & Company/mn |
7 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
7 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
7 |
| Nuveen Asset Management, LLC |
7 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
7 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
7 |
| Squarepoint Ops LLC |
7 |
| Simplex Trading, Llc |
7 |
| Russell Investments Group, Ltd. |
7 |
| Nomura Holdings Inc |
7 |
| Centiva Capital, LP |
7 |
| Qube Research & Technologies Ltd |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
| Victory Capital Management Inc |
7 |
| Group One Trading, L.p. |
7 |
| Dark Forest Capital Management Lp |
7 |
| Cwm, Llc |
7 |
| Quadrature Capital Ltd |
7 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
7 |
| Public Employees Retirement Association Of Colorado |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
7 |
| Bnp Paribas Arbitrage, Sa |
7 |
| LPL Financial LLC |
7 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
7 |
| Bank Of Montreal /can/ |
7 |
| Franklin Resources Inc |
7 |
| Two Sigma Advisers, Lp |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| American International Group, Inc. |
7 |
| Norges Bank |
7 |
| Invesco Ltd. |
7 |
| Federated Hermes, Inc. |
7 |
| Alliancebernstein L.p. |
7 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
7 |
| Quadrant Capital Group Llc |
7 |
| IFP Advisors, Inc |
7 |
| Amalgamated Bank |
7 |
| Bank of New York Mellon Corp |
7 |
| Public Sector Pension Investment Board |
7 |
| Public Employees Retirement System Of Ohio |
7 |
| Prudential Financial Inc |
7 |
| Wellington Management Group Llp |
7 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
7 |
| MetLife Investment Management, LLC |
7 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
7 |
| Jpmorgan Chase & Co |
7 |
| Northwestern Mutual Wealth Management Co |
7 |
| California State Teachers Retirement System |
7 |
| Voya Investment Management Llc |
7 |
| Vanguard Group Inc |
7 |
| Hsbc Holdings Plc |
7 |
| Gamco Investors, Inc. Et Al |
7 |
| Principal Financial Group Inc |
7 |
| Northern Trust Corp |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
| Lazard Asset Management Llc |
7 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
7 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| Verition Fund Management LLC |
7 |
| Geode Capital Management, Llc |
7 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
| Allspring Global Investments Holdings, LLC |
7 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
7 |
| First Horizon Advisors, Inc. |
7 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
7 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
7 |
| Neuberger Berman Group LLC |
7 |
| Credit Suisse Ag/ |
7 |
| WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
7 |
| WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
7 |
| Sei Investments Co |
7 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
7 |
| Aqr Capital Management Llc |
7 |
| Jane Street Group, Llc |
7 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
7 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
7 |
| Charles Schwab Investment Management Inc |
7 |
| Covestor Ltd |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| Nomura Asset Management Co Ltd |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
7 |
| Citadel Advisors Llc |
7 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
7 |
| SG Americas Securities, LLC |
7 |
| ProShare Advisors LLC |
7 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
7 |
| Ameritas Investment Partners, Inc. |
7 |
| Dimensional Fund Advisors Lp |
7 |
| Parallel Advisors, LLC |
7 |
| Goldman Sachs Group Inc |
7 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
| Metropolitan Life Insurance Co/ny |
7 |
| Barclays Plc |
7 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
7 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
6 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
6 |
| Macquarie Group Ltd |
6 |
| Raymond James & Associates |
6 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
6 |
| Boothbay Fund Management, Llc |
6 |
| Steward Partners Investment Advisory, Llc |
6 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
6 |
| Martingale Asset Management L P |
6 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| Jefferies Financial Group Inc. |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
6 |
| HFM Investment Advisors, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| Blair William & Co/il |
6 |
| Oregon Public Employees Retirement Fund |
6 |
| Comerica Bank |
6 |
| RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
6 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| Captrust Financial Advisors |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
6 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
6 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
6 |
| State Of Michigan Retirement System |
6 |
| American Century Companies Inc |
6 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
6 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
6 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
6 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
6 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
6 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
6 |
| Ronald Blue Trust, Inc. |
6 |
| Citigroup Inc |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| Massachusetts Financial Services Co /ma/ |
6 |
| State Board Of Administration Of Florida Retirement System |
6 |
| Ergoteles LLC |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| Advisors Asset Management, Inc. |
6 |
| Cibc World Markets Corp |
6 |
| Allworth Financial LP |
6 |
| Versant Capital Management, Inc |
6 |
| Allianz Asset Management GmbH |
6 |
| Signaturefd, Llc |
6 |
| Fs Credit Income Fund |
6 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
6 |
| Acadian Asset Management Llc |
6 |
| Blackrock Multi-sector Opportunities Trust |
6 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
6 |
| Wolverine Asset Management Llc |
6 |
| Hartland & Co., LLC |
6 |
| Bessemer Group Inc |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Raymond James Financial Services Advisors, Inc. |
6 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
6 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
6 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
| Parkside Financial Bank & Trust |
6 |
| Securian Asset Management, Inc |
6 |
| Fifth Third Bancorp |
6 |
| Robeco Institutional Asset Management B.V. |
6 |
| Point72 Asset Management, L.P. |
6 |
| Sterling Capital Management LLC |
6 |
| Quarry LP |
6 |
| PEAK6 Investments LLC |
6 |
| New York State Common Retirement Fund |
6 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
6 |
| Axa S.a. |
6 |
| Hrt Financial Lp |
6 |
| MASTER BOND LLC - Master Total Return Portfolio |
6 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
6 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
6 |
| William Blair Investment Management, Llc |
6 |
| Lsv Asset Management |
6 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
6 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
6 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
6 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
6 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
6 |
| Deutsche Bank Ag\ |
6 |
| New America High Income Fund Inc |
6 |
| KBC Group NV |
6 |
| Disciplined Investments, LLC |
6 |
| Winton Capital Group Ltd |
6 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
6 |
| Creative Planning |
6 |
| Invesco Bond Fund |
6 |
| Los Angeles Capital Management Llc |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| Vident Advisory, LLC |
6 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
6 |
| Renaissance Technologies Llc |
6 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
6 |
| Bay Harbor Wealth Management, LLC |
6 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
6 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
6 |
| GW&K Investment Management, LLC |
6 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
6 |
| New York State Teachers Retirement System |
6 |
| Healthcare Of Ontario Pension Plan Trust Fund |
6 |
| GAMMA Investing LLC |
6 |
| Toroso Investments, LLC |
6 |
| CIBC Private Wealth Group, LLC |
6 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
6 |
| BlackRock Multi-Sector Opportunities Trust II |
6 |
| Wolverine Trading, Llc |
6 |
| New Mexico Educational Retirement Board |
6 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
6 |
| Ameriprise Financial Inc |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| Truist Financial Corp |
6 |
| nVerses Capital, LLC |
6 |
| Thrivent Financial For Lutherans |
6 |
| Janney Montgomery Scott LLC |
6 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
6 |
| Cubist Systematic Strategies, LLC |
6 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
| Burney Co/ |
6 |
| Us Bancorp \de\ |
6 |
| Gotham Asset Management, LLC |
6 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
6 |
| Handelsbanken Fonder AB |
6 |
| Tudor Investment Corp Et Al |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| Great West Life Assurance Co /can/ |
6 |
| EverSource Wealth Advisors, LLC |
6 |
| Mackenzie Financial Corp |
6 |
| HighTower Advisors, LLC |
6 |
| Corebridge Financial, Inc. |
6 |
| Parallax Volatility Advisers, L.P. |
6 |
| State of Wyoming |
6 |
| Css Llc/il |
6 |
| Bailard, Inc. |
6 |
| Jacobs Levy Equity Management, Inc |
6 |
| Rothschild Investment Llc |
6 |
| Man Group plc |
6 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
6 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
6 |
| First Trust Advisors Lp |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
6 |
| Northwestern Mutual Investment Management Company, Llc |
6 |
| Walleye Trading LLC |
6 |
| Cerity Partners LLC |
6 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
6 |
| Keybank National Association/oh |
6 |
| Capstone Investment Advisors, Llc |
6 |
| Virtu Financial LLC |
6 |
| Advisor Group Holdings, Inc. |
6 |
| Susquehanna Fundamental Investments, Llc |
6 |
| Teacher Retirement System Of Texas |
6 |
| Umb Bank N A/mo |
6 |
| Crestline Management, LP |
6 |
| Y-Intercept (Hong Kong) Ltd |
6 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
6 |
| Arrowstreet Capital, Limited Partnership |
6 |
| Parametric Portfolio Associates Llc |
6 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
6 |
| Janus Henderson Group Plc |
6 |
| Raymond James Financial Inc |
6 |
| Massmutual Trust Co Fsb/adv |
5 |
| XTX Topco Ltd |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
5 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
| Capital Fund Management S.a. |
5 |
| Farther Finance Advisors, LLC |
5 |
| Harbour Investments, Inc. |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
5 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
| Maverick Capital Ltd |
5 |
| Bell Investment Advisors, Inc |
5 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
5 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
5 |
| Louisiana State Employees Retirement System |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| Intech Investment Management Llc |
5 |
| Schroder Investment Management Group |
5 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
5 |
| Td Asset Management Inc |
5 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
5 |
| DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
5 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
5 |
| Nordea Investment Management Ab |
5 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
5 |
| Ing Groep Nv |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| Qrg Capital Management, Inc. |
5 |
| TD Waterhouse Canada Inc. |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| Xponance, Inc. |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Hemington Wealth Management |
5 |
| Lord, Abbett & Co. Llc |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| 1832 Asset Management L.P. |
5 |
| Connor, Clark & Lunn Investment Management Ltd. |
5 |
| Steward Financial Group LLC |
5 |
| Nisa Investment Advisors, Llc |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| AMP Capital Investors Ltd |
5 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
5 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| Clearbridge Investments, LLC |
5 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| IBM Retirement Fund |
5 |
| Fortitude Family Office, LLC |
5 |
| Retirement Systems of Alabama |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| Gsa Capital Partners Llp |
5 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
5 |
| Parkworth Wealth Management, Inc. |
5 |
| Moore Capital Management, Lp |
5 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| Quantinno Capital Management LP |
5 |
| Baker Avenue Asset Management, LP |
5 |
| Farmers & Merchants Investments Inc |
5 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
5 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
5 |
| ExodusPoint Capital Management, LP |
5 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
5 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
| Bayesian Capital Management, LP |
5 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| Barings Llc |
5 |
| OMERS ADMINISTRATION Corp |
5 |
| D.a. Davidson & Co. |
5 |
| DiNuzzo Private Wealth, Inc. |
5 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
5 |
| Shell Asset Management Co |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| Principal Securities, Inc. |
5 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
5 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
5 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
| Quest Partners LLC |
5 |
| CoreCap Advisors, LLC |
5 |
| AdvisorNet Financial, Inc |
5 |
| Skopos Labs, Inc. |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| Smartleaf Asset Management LLC |
5 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| State Of Wisconsin Investment Board |
5 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
5 |
| Advisory Services Network, LLC |
5 |
| Credit Agricole S A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| Brown Brothers Harriman & Co |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| Larson Financial Group LLC |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| John Hancock Hedged Equity & Income Fund |
5 |
| First Manhattan Co |
5 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
5 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
5 |
| SRS Capital Advisors, Inc. |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| Denali Advisors Llc |
5 |
| Entropy Technologies, LP |
5 |
| Exchange Traded Concepts, Llc |
5 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
5 |
| Loomis Sayles & Co L P |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| GWM Advisors LLC |
5 |
| Itau Unibanco Holding S.A. |
5 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
5 |
| Utah Retirement Systems |
5 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| Baird Financial Group, Inc. |
5 |
| Hudson Bay Capital Management LP |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| Ieq Capital, Llc |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Strs Ohio |
5 |
| Point72 Hong Kong Ltd |
5 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
5 |
| Jefferies Group LLC |
5 |
| Guggenheim Capital Llc |
5 |
| Putnam Premier Income Trust |
5 |
| Assenagon Asset Management S.A. |
5 |
| Aigen Investment Management, Lp |
5 |
| RBF Capital, LLC |
5 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| California Public Employees Retirement System |
5 |
| United Services Automobile Association |
5 |
| Atria Wealth Solutions, Inc. |
5 |
| Texas Permanent School Fund |
5 |
| Boston Partners |
5 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| Peak6 Llc |
5 |
| Stifel Financial Corp |
5 |
| Canada Pension Plan Investment Board |
5 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Cutler Group LP |
5 |
| MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
5 |
| Ubs Oconnor Llc |
5 |
| Two Sigma Securities, Llc |
5 |
| Eaton Vance Management |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
| Blackstone / Gso Strategic Credit Fund |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
5 |
| Huntington National Bank |
5 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
5 |
| Assetmark, Inc |
5 |
| Jones Financial Companies Lllp |
5 |
| Tower Research Capital LLC (TRC) |
5 |
| Bfsg, Llc |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
5 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
5 |
| LRI Investments, LLC |
5 |
| Mirae Asset Global Investments Co., Ltd. |
5 |
| Vident Investment Advisory, LLC |
5 |
| Panagora Asset Management Inc |
5 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
5 |
| Nuveen, LLC |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Global Financial Private Client, LLC |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
5 |
| State of Tennessee, Treasury Department |
5 |
| Paloma Partners Management Co |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| Asset Management One Co., Ltd. |
5 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
| PDT Partners, LLC |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
5 |
| Park Avenue Securities Llc |
5 |
| Putnam Investments Llc |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Glenmede Trust Co Na |
5 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
5 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
5 |
| Brandywine Global Investment Management, LLC |
5 |
| First Citizens Bank & Trust Co |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
| Clear Street Markets Llc |
5 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
5 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
5 |
| Alps Advisors Inc |
5 |
| Cambridge Investment Research Advisors, Inc. |
5 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
5 |
| Zacks Investment Management |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| Penserra Capital Management LLC |
5 |
| Rhumbline Advisers |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| True Wealth Design, LLC |
5 |
| CI Private Wealth, LLC |
5 |
| Aquatic Capital Management LLC |
5 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Sherbrooke Park Advisers Llc |
5 |
| Cornerstone Planning Group LLC |
5 |
| Catalyst Capital Advisors LLC |
5 |
| Oak Thistle LLC |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| Dupont Capital Management Corp |
5 |
| Engineers Gate Manager LP |
5 |
| Alberta Investment Management Corp |
5 |
| Brown Advisory Inc |
5 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
| Klp Kapitalforvaltning As |
5 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
| Inceptionr Llc |
5 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| Eagle Asset Management Inc |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| Prelude Capital Management, Llc |
5 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
5 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
5 |
| First Republic Investment Management, Inc. |
5 |
| Gabelli Funds Llc |
5 |
| Boston Income Portfolio - Boston Income Portfolio |
5 |
| Magnetar Financial LLC |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| Trexquant Investment LP |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| Natixis Advisors, L.p. |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| Rialto Wealth Management, LLC |
5 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| Global Retirement Partners, LLC |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| Envestnet Asset Management Inc |
5 |
| Yousif Capital Management, Llc |
5 |
| JustInvest LLC |
5 |
| VCBDX - VALIC Co I - Core Bond Fund |
5 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| Capital Performance Advisors Llp |
5 |
| Dynamic Technology Lab Private Ltd |
5 |
| Weiss Strategic Interval Fund |
5 |
| Graham Capital Management, L.P. |
5 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
5 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
5 |
| Lindbrook Capital, Llc |
5 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
5 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
5 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
5 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
5 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
5 |
| Quantbot Technologies LP |
5 |
| Schubert & Co |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Bank Of Nova Scotia |
5 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
5 |
| Rockefeller Capital Management L.P. |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
5 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
5 |
| Jump Financial, LLC |
5 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
5 |
| SJS Investment Consulting Inc. |
5 |
| Profunds - Profund Vp Industrials |
5 |
| Old National Bancorp /in/ |
5 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
5 |
| BlueCrest Capital Management Ltd |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Vanguard Explorer Fund |
4 |
| Vanguard World Fund |
4 |
| Atria Investments Llc |
4 |
| Brookstone Capital Management |
4 |
| Capstone Asset Management Co |
4 |
| MQS Management LLC |
4 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
4 |
| Fox Run Management, L.l.c. |
4 |
| Parametrica Management Ltd |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Commonwealth Equity Services, Llc |
4 |
| First Hawaiian Bank |
4 |
| Benjamin F. Edwards & Company, Inc. |
4 |
| Forum Financial Management, LP |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Rise Advisors, LLC |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Commerce Bank |
4 |
| Ci Investments Inc. |
4 |
| Quent Capital, LLC |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| South Dakota Investment Council |
4 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
4 |
| Delpha Capital Management, Llc |
4 |
| Capital World Investors |
4 |
| JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
4 |
| Cornercap Investment Counsel Inc |
4 |
| Caption Management, LLC |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| Holocene Advisors, LP |
4 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
| Riverhead Capital Management Llc |
4 |
| Empowered Funds, LLC |
4 |
| Empirical Finance, LLC |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
4 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
4 |
| CWM Advisors, LLC |
4 |
| Oppenheimer Funds Inc |
4 |
| Amalgamated Financial Corp. |
4 |
| Summit Trail Advisors, Llc |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| Hantz Financial Services, Inc. |
4 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
4 |
| Private Capital Group, LLC |
4 |
| Calvert Investment Management, Inc. |
4 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
4 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
| Lee Financial Co |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
4 |
| Arizona State Retirement System |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
4 |
| Sawtooth Solutions, LLC |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| Voloridge Investment Management, Llc |
4 |
| Balentine LLC |
4 |
| Capital Research Global Investors |
4 |
| Principal Funds Inc |
4 |
| TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| Commonwealth Bank Of Australia |
4 |
| MU Investments Co., Ltd. |
4 |
| EP Wealth Advisors, Inc. |
4 |
| Deprince Race & Zollo Inc |
4 |
| Stephens Consulting, LLC |
4 |
| RFP Financial Group LLC |
4 |
| State of Alaska, Department of Revenue |
4 |
| BlackRock Institutional Trust Company, N.A. |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| Axq Capital, Lp |
4 |
| GAM Holding AG |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
4 |
| American Portfolios Advisors |
4 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
| AE Wealth Management LLC |
4 |
| World Asset Management Inc |
4 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
4 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
| Quantamental Technologies LLC |
4 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
4 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
4 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| Smithfield Trust Co |
4 |
| Tortoise Investment Management, LLC |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
4 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
4 |
| Pearl River Capital, LLC |
4 |
| UniSuper Management Pty Ltd |
4 |
| Nuveen Multi-market Income Fund |
4 |
| Alphacrest Capital Management Llc |
4 |
| Glen Harbor Capital Management LLC |
4 |
| Coldstream Capital Management Inc |
4 |
| Meadow Creek Investment Management LLC |
4 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
4 |
| Blueshift Asset Management, LLC |
4 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
4 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
4 |
| Duality Advisers, Lp |
4 |
| SECOR Capital Advisors, LP |
4 |
| Chicago Equity Partners Llc |
4 |
| Arlington Trust Co LLC |
4 |
| Placemark Investments, Inc. |
4 |
| Gabelli Equity Trust Inc |
4 |
| Pictet Asset Management Holding SA |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Griffin Institutional Access Credit Fund |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| Mirova |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| Gemmer Asset Management LLC |
4 |
| Atom Investors LP |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| MetLife Securities, Inc |
4 |
| SOUTH STATE Corp |
4 |
| Sachetta, LLC |
4 |
| Cigna Investments Inc /new |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| Daiwa Securities Group Inc. |
4 |
| North Star Investment Management Corp. |
4 |
| EntryPoint Capital, LLC |
4 |
| LS Investment Advisors, LLC |
4 |
| Pathstone Holdings, LLC |
4 |
| FIL Ltd |
4 |
| Karp Capital Management Corp |
4 |
| Treasurer of the State of North Carolina |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
4 |
| AdvisorShares Investments LLC |
4 |
| Patriot Financial Group Insurance Agency, LLC |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| Benjamin Edwards Inc |
4 |
| BlackRock Group LTD |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| Picton Mahoney Asset Management |
4 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
| Glassman Wealth Services |
4 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Barrow Hanley Mewhinney & Strauss Llc |
4 |
| Russell Frank Co/ |
4 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| BlackRock Fund Advisors |
4 |
| Pictet Asset Management Sa |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Mackay Shields Llc |
4 |
| Sawgrass Asset Management Llc |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| Jane Street Holding, LLC |
4 |
| Private Management Group Inc |
4 |
| Sanctuary Advisors, LLC |
4 |
| Meeder Asset Management Inc |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| James Investment Research Inc |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
4 |
| Ajo, Lp |
4 |
| CenterStar Fund, LLC |
4 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
| Marshall Wace North America L.P. |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| SBI Securities Co., Ltd. |
4 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
4 |
| USA Financial Portformulas Corp |
4 |
| Ionic Capital Management LLC |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Suntrust Banks Inc |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| Oxford Asset Management Llp |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
4 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
4 |
| TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF |
4 |
| TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| PEAK6 Investments, L.P. |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
4 |
| LMR Partners LLP |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| Swiss National Bank |
4 |
| Checchi Capital Advisers, LLC |
4 |
| Private Advisor Group, LLC |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| Seven Eight Capital, Lp |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
4 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
| Fiduciary Trust Co |
4 |
| Sei Trust Co |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| Caxton Associates Lp |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| Financial Architects, Inc |
4 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Nationwide Fund Advisors |
4 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
4 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
4 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
4 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| Jensen Investment Management Inc |
4 |
| Private Trust Co Na |
4 |
| Aperio Group, LLC |
4 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
4 |
| Mv Capital Management, Inc. |
4 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
4 |
| Cable Hill Partners, LLC |
4 |
| Managed Account Advisors Llc |
4 |
| QS Investors, LLC |
4 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
4 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| Algert Global Llc |
4 |
| Cetera Advisors LLC |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
4 |
| Grove Bank & Trust |
4 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
4 |
| APG Asset Management N.V. |
4 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
| FDx Advisors, Inc. |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
| Clinton Group Inc |
4 |
| Societe Generale |
4 |
| C M Bidwell & Associates Ltd |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
4 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
4 |
| Emerald Acquisition Ltd. |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
4 |
| NumerixS Investment Technologies Inc |
4 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| SpiderRock Trading LLC |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
4 |
| Ubs Ag |
4 |
| King Luther Capital Management Corp |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| Acrospire Investment Management LLC |
4 |
| Valeo Financial Advisors, LLC |
4 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| Brevan Howard Capital Management LP |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
4 |
| BlackRock Japan Co. Ltd |
4 |
| Perkins Investment Management, LLC |
4 |
| BlackRock Advisors LLC |
4 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| Mariner, LLC |
4 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
4 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| Convergence Investment Partners, LLC |
4 |
| Standard Life Aberdeen plc |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| EULAV Asset Management |
4 |
| CIBC Asset Management Inc |
4 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
| Hancock Whitney Corp |
4 |
| Kcg Holdings, Inc. |
4 |
| Cetera Investment Advisers |
4 |
| Bokf, Na |
4 |
| New York Life Investment Management Llc |
4 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
4 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
4 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Rafferty Asset Management, LLC |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| SG3 Management, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
4 |
| Pictet Asset Management Ltd |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| Breton Hill Capital Ltd. |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| Tocqueville Asset Management L.p. |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Invictus RG |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
| Dynamic Capital Management Ltd |
4 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| Laurion Capital Management LP |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| Ellington Management Group Llc |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| Advisor Group, Inc. |
4 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
4 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| Petrus Trust Company, LTA |
4 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
4 |
| Systematic Financial Management Lp |
4 |
| Profund Advisors Llc |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Airain ltd |
4 |
| Stevens Capital Management Lp |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| Piedmont Investment Advisors Llc |
4 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
4 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
4 |
| Vanguard Index Funds |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| Sciencast Management LP |
4 |
| Nicholas Company, Inc. |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| Venturi Wealth Management, LLC |
4 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
4 |
| GV Financial Advisors |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
4 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
4 |
| Mml Investors Services, Llc |
4 |
| Horizon Investments, LLC |
4 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| NatWest Group plc |
4 |
| Deere & Co |
4 |
| Mason Street Advisors, Llc |
4 |
| BlackRock Investment Management, LLC |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Vestcor Inc |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| Invesco High Income Trust Ii |
4 |
| FORA Capital, LLC |
4 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
| Natixis |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| Blackrock 2022 Global Income Opportunity Trust |
4 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
| Twinbeech Capital Lp |
4 |
| Ensign Peak Advisors, Inc |
4 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
| Hutchin Hill Capital, LP |
4 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
| IGE - iSHARES TRUST - iShares North American Natural Resources ETF |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| Bridgewater Associates, LP |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| AHL Partners LLP |
4 |
| Pathstone Family Office, Llc |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| PineBridge Investments, L.P. |
4 |
| A.R.T. Advisors, LLC |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| Brinker Capital Investments, LLC |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| Northern Trust Co Of Connecticut |
4 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
4 |
| Menta Capital Llc |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| Scopus Asset Management, L.p. |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| Highbridge Capital Management Llc |
4 |
| Employees Retirement System of Texas |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
4 |
| Credit Suisse Asset Management Income Fund Inc |
4 |
| Tcw Strategic Income Fund Inc |
4 |
| Stux Capital Management, LLC |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| International Assets Investment Management, Llc |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
| Oppenheimer & Co Inc |
4 |
| MUFG Americas Holdings Corp |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
4 |
| Aristeia Capital Llc |
4 |
| Hbk Investments L P |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| John Hancock Investors Trust |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| NEXT Financial Group, Inc |
4 |
| Xact Kapitalforvaltning AB |
4 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| Teachers Advisors, Llc |
4 |
| First Trust High Income Long/short Fund |
4 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
4 |
| First Mercantile Trust Co |
4 |
| Ladenburg Thalmann Financial Services Inc |
4 |
| Numeric Investors Llc |
4 |
| General Motors Investment Management Corp |
4 |
| Tiaa Cref Investment Management Llc |
4 |
| Virginia Retirement Systems Et Al |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| Globeflex Capital L P |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| Simon Quick Advisors, Llc |
4 |
| Hexagon Capital Partners LLC |
4 |
| Kestra Advisory Services, LLC |
4 |
| Cordant, Inc. |
4 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
4 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| Mutual Of America Capital Management Llc |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| Enterprise Financial Services Corp |
4 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| Voya Natural Resources Equity Income Fund |
4 |
| Whittier Trust Co |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
| Spot Trading L.L.C |
4 |
| Vantage Consulting Group Inc |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| Wealthspire Advisors, L.P. |
4 |
| AGF Investments LLC |
4 |
| Ancora Advisors, LLC |
4 |
| Western Asset High Income Fund Ii Inc. |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| Versor Investments LP |
4 |
| Credit Suisse High Yield Bond Fund |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| Winton Diversified Opportunities Fund |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| Nine Chapters Capital Management LLC |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| Veritable, L.P. |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
4 |
| Shay Capital LLC |
4 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
4 |
| Spire Wealth Management |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| MAI Capital Management |
4 |
| Geneos Wealth Management Inc. |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| First Quadrant L P/ca |
4 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| SAC Capital Advisors LP |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| Eagle Bay Advisors LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| Accurate Wealth Management, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
4 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| ClariVest Asset Management LLC |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| Amundi |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| Elkfork Partners LLC |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| Teza Capital Management LLC |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Financial Management Professionals, Inc. |
3 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
| HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF |
3 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
3 |
| Erste Asset Management GmbH |
3 |
| XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
3 |
| Pimco Income Opportunity Fund |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Solas Capital Management, LLC |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| Evoke Wealth, Llc |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
3 |
| Twin Capital Management Inc |
3 |
| Wright Investors Service Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| Blackstone / Gso Senior Floating Rate Term Fund |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| Lapides Asset Management, LLC |
3 |
| Berman Capital Advisors, LLC |
3 |
| Bridgefront Capital, LLC |
3 |
| Governors Lane LP |
3 |
| Fort, L.p. |
3 |
| Pimco Global Stocksplus & Income Fund |
3 |
| Aviva Plc |
3 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
3 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| Avion Wealth |
3 |
| SG Capital Management LLC |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| Scoria Capital Partners LP |
3 |
| Element Capital Management Llc |
3 |
| Isi Strategy Fund Inc |
3 |
| Vontobel Holding Ltd. |
3 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
3 |
| Hawk Ridge Capital Management Lp |
3 |
| Manchester Capital Management LLC |
3 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
3 |
| Stone Ridge Asset Management LLC |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Plaisance Capital LLC |
3 |
| DC Investments Management, LLC |
3 |
| Assured Investment Management LLC |
3 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
| Hennessy Advisors Inc |
3 |
| Alyeska Investment Group, L.P. |
3 |
| Cromwell Holdings LLC |
3 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| Absolute Return Capital, LLC |
3 |
| Td Private Client Wealth Llc |
3 |
| JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| Kerrisdale Advisers, LLC |
3 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
3 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
3 |
| Greenleaf Trust |
3 |
| Oaktree Funds |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| Mason Street Advisors, Llc |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| Oppenheimer Asset Management Inc. |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
3 |
| Vantagepoint Funds |
3 |
| Frontier Capital Management Co Llc |
3 |
| PDS Planning, Inc |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - H |
3 |
| Lucus Advisors Llc |
3 |
| GeoWealth Management, LLC |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
| Pimco Corporate & Income Opportunity Fund |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| Twin Tree Management, LP |
3 |
| Tlp Group Llc |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| Macroview Investment Management Llc |
3 |
| Point72 (DIFC) Ltd |
3 |
| Federation des caisses Desjardins du Quebec |
3 |
| Westchester Capital Management, LLC |
3 |
| Edgestream Partners, L.P. |
3 |
| Bridgeway Capital Management Inc |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Shelton Capital Management |
3 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
3 |
| MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
3 |
| Tarbox Family Office, Inc. |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| Stratos Wealth Partners, LTD. |
3 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
| Fortress Investment Group LLC |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| Golden State Wealth Management, LLC |
3 |
| SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| Standard Family Office LLC |
3 |
| VTL Associates, LLC |
3 |
| Visium Asset Management, LP |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| Partnervest Advisory Services LLC |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
| Gq Asset Management, Llc |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| Fred Alger Management, Llc |
3 |
| Spears Abacus Advisors LLC |
3 |
| CSat Investment Advisory, L.P. |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
| CIBC World Markets Inc. |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| American Capital Advisory, LLC |
3 |
| Comerica Securities,inc. |
3 |
| IMC-Chicago, LLC |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| State Farm Mutual Fund Trust |
3 |
| Verdence Capital Advisors LLC |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| Everence Capital Management Inc |
3 |
| Kozak & Associates, Inc. |
3 |
| Carlson Capital L P |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| Liberty Wealth Management Llc |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Machina Capital S.a.s. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| Synovus Financial Corp |
3 |
| JJJ Advisors Inc. |
3 |
| State Farm Variable Product Trust |
3 |
| Zeke Capital Advisors, Llc |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
3 |
| Ritholtz Wealth Management |
3 |
| FNY Managed Accounts LLC |
3 |
| Advisory Alpha, LLC |
3 |
| Quest Capital Management Inc /adv |
3 |
| Venture Visionary Partners LLC |
3 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Illinois Municipal Retirement Fund |
3 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
3 |
| Cipher Capital LP |
3 |
| National Bank Of Canada /fi/ |
3 |
| JS Capital Management LLC |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
3 |
| PFG Private Wealth Management, LLC |
3 |
| FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
3 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
3 |
| Integrated Advisors Network LLC |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| Private Advisors, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| Yorktown Management & Research Co Inc |
3 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
3 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Westpac Banking Corp |
3 |
| WMS Partners, LLC |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| People's United Financial, Inc. |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| Calamos Global Total Return Fund |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| Chesapeake Capital Corp /il/ |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
3 |
| Private Wealth Management Group, LLC |
3 |
| Glenhill Advisors Llc |
3 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| M&t Bank Corp |
3 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
3 |
| IndexIQ Advisors LLC |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Cresset Asset Management, LLC |
3 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
3 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
3 |
| Calamos Convertible Opportunities & Income Fund |
3 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
| Calamos Strategic Total Return Fund |
3 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| Calamos Convertible & High Income Fund |
3 |
| Calamos Dynamic Convertible & Income Fund |
3 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
| Okabena Investment Services Inc |
3 |
| Advisory Research Inc |
3 |
| Neo Ivy Capital Management |
3 |
| Pine River Capital Management L.P. |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
3 |
| Weld Capital Management Llc |
3 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
| Appian Way Asset Management LP |
3 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
| Transamerica Partners Funds Group |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Triangle Securities Wealth Management |
3 |
| Coppell Advisory Solutions LLC |
3 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
3 |
| Bowling Portfolio Management LLC |
3 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| Ethic Inc. |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I |
3 |
| City State Bank |
3 |
| Innealta Capital, Llc |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| Motco |
3 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
| Nbc Securities, Inc. |
3 |
| Avantax Advisory Services, Inc. |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
3 |
| Arkadios Wealth Advisors |
3 |
| Ameritas Investment Corp |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| Great Lakes Advisors, Llc |
3 |
| Brighton Jones Llc |
3 |
| Meridian Wealth Partners, LLC |
3 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| Mirabella Financial Services Llp |
3 |
| Aristides Capital LLC |
3 |
| Apollon Wealth Management, LLC |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Brookfield Asset Management Inc. |
3 |
| CVA Family Office, LLC |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| TradeLink Global Equity LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| Earnest Partners Llc |
3 |
| Next Capital Management LLC |
3 |
| Foster & Motley Inc |
3 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
3 |
| Scotia Capital Inc. |
3 |
| Raymond James Trust N.a. |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| Jennison Associates Llc |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
3 |
| Tredje AP-fonden |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
3 |
| City National Bank |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
| Investors Research Corp |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| Calamos Long/Short Equity & Dynamic Income Trust |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| Impact Partnership Wealth, LLC |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| Winton Capital Management Ltd |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| Profunds - Profund Vp Mid-cap Growth |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| Ziegler Capital Management, LLC |
3 |
| Rational Advisors Llc |
3 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| Optiver Holding B.V. |
3 |
| Evercore Wealth Management, LLC |
3 |
| Enlightenment Research, LLC |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| Edge Wealth Management LLC |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| Pallas Capital Advisors LLC |
3 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| Profunds - Profund Vp Mid-cap Value |
3 |
| CAPROCK Group, Inc. |
3 |
| Baystate Wealth Management LLC |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Rsm Us Wealth Management Llc |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
| Money Concepts Capital Corp |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
3 |
| HighVista Strategies LLC |
3 |
| Oppenheimer Etf Trust |
3 |
| Janus Capital Management Llc |
3 |
| Allred Capital Management, LLC |
3 |
| Clark Capital Management Group, Inc. |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| Nebula Research & Development LLC |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| Focused Wealth Management, Inc |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| Advisor Partners Llc |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| EverPoint Asset Management, LLC |
3 |
| Ellevest, Inc. |
3 |
| JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
3 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| Evermay Wealth Management Llc |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| Paradigm Asset Management Co Llc |
3 |
| Oakbrook Investments Llc |
3 |
| Iridian Asset Management Llc/ct |
3 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
3 |
| Old Mission Capital Llc |
3 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
3 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
| Cca Investments Trust |
3 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
3 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
3 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| Redwood Investment Management, Llc |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| United Capital Financial Advisers, Llc |
3 |
| ETRADE Capital Management LLC |
3 |
| Crewe Advisors LLC |
3 |
| Putnam ETF Trust - Putnam ESG High Yield ETF - |
3 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| Callan Family Office, LLC |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| Jacobi Capital Management LLC |
3 |
| Prudential Plc |
3 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
3 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
3 |
| Point72 Middle East FZE |
3 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Numerai GP LLC |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| Adage Capital Partners Gp, L.l.c. |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| West Tower Group, LLC |
3 |
| Kula Investments, LLC |
3 |
| Avantax Planning Partners, Inc. |
3 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
3 |
| Alambic Investment Management, L.P. |
3 |
| Western Asset Global High Income Fund Inc. |
3 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| HB Wealth Management, LLC |
3 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
3 |
| LGT Financial Advisors LLC |
3 |
| Headlands Technologies LLC |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| Polar Asset Management Partners Inc. |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| Park Place Capital Corp |
3 |
| Elequin Capital Lp |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Gryphon Financial Partners LLC |
3 |
| UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Tompkins Financial Corp |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| AMG National Trust Bank |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
3 |
| Denver Investment Advisors Llc |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| Polianta Ltd |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Salem Investment Counselors Inc |
3 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
3 |
| Moors & Cabot, Inc. |
3 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Royal London Asset Management Ltd |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
3 |
| Corton Capital Inc. |
3 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
3 |
| FNY Investment Advisers, LLC |
3 |
| Savant Capital, LLC |
3 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
3 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| CX Institutional |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| CenturyLink Investment Management Co |
3 |
| Mather Group, Llc. |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| MUFG Securities EMEA plc |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| Corient Capital Partners, LLC |
3 |
| IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
3 |
| JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
3 |
| CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| Freedom Day Solutions, LLC |
3 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| Colonial Trust Co / SC |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| Profunds - Profund Vp Oil & Gas |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| Altshuler Shaham Ltd |
3 |
| Advisor OS, LLC |
3 |
| Maple Securities Usa Inc |
3 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
3 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
| Snowden Capital Advisors LLC |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| Integral Derivatives, LLC |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| Etf Managers Group, Llc |
3 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| Tfs Capital Investment Trust |
3 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
3 |
| Korea Investment CORP |
3 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
3 |
| Rydex Etf Trust |
3 |
| CenterBook Partners LP |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
3 |
| Moody National Bank Trust Division |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF |
3 |
| Washington Trust Advisors, Inc. |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| Agf Management Ltd |
3 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| Axiom Investment Management LLC |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| First Trust High Yield Opportunities 2027 Term Fund |
3 |
| Independent Advisor Alliance |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| Man Investments Ltd |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| Bb&t Securities, Llc |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| Boston Private Bank & Trust Co |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| Pendal Group Ltd |
3 |
| Atlas Capital Advisors Llc |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| NewSquare Capital LLC |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| RHJ International SA |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| Vanguard Whitehall Funds |
3 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| Boston Private Wealth Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
3 |
| Spectrum Management Group, LLC |
3 |
| Icon Advisers Inc/co |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
3 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Perigon Wealth Management, LLC |
3 |
| BRYN MAWR TRUST Co |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
3 |
| Virginia Retirement System |
3 |
| Castleark Management Llc |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
3 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
3 |
| Cetera Advisor Networks LLC |
3 |
| Robeco Schweiz AG |
3 |
| CENTRAL TRUST Co |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| Proficio Capital Partners LLC |
3 |
| Reilly Financial Advisors, Llc |
3 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| Dean Investment Associates, Llc |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| Platinum Investment Management Ltd |
3 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
| Cantab Capital Partners LLP |
3 |
| Richard Bernstein Advisors LLC |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| TRUE Private Wealth Advisors |
3 |
| Wealthcare Capital Management Llc |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| JNBA Financial Advisors |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
| T. Rowe Price Investment Management, Inc. |
3 |
| Boston Trust Walden Corp |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
3 |
| Spot Trading L.l.c. |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| Tfs Capital Llc |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
3 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
3 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Donoghue Forlines LLC |
3 |
| FineMark National Bank & Trust |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| Creative Financial Designs Inc /adv |
3 |
| Driehaus Capital Management Llc |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| RidgeWorth Capital Management LLC |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Perpetual Ltd |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| Crescent Park Management, L.P. |
3 |
| Corsair Capital Management, L.p. |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| VCCBX - VALIC Co II - Core Bond Fund |
3 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
| VAMGX - VALIC Co II - Mid Cap Growth Fund |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
3 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| Exane Derivatives |
3 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
3 |
| Royce & Associates Lp |
3 |
| HAP Trading, LLC |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Regions Financial Corp |
3 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
3 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Wealthfront Inc |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| Levin Capital Strategies, L.p. |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
| Tradeworx Inc. |
3 |
| TrimTabs Asset Management, LLC |
3 |
| WPG Advisers, LLC |
3 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
3 |
| Toth Financial Advisory Corp |
3 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
3 |
| Washington Trust Bank |
3 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| Fayez Sarofim & Co |
3 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
3 |
| We Are One Seven, LLC |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| Fairfield, Bush & Co. |
3 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
3 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| Hartford Mutual Funds Inc/ct |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| Forsta Ap-fonden |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
3 |
| RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
3 |
| DAVENPORT & Co LLC |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
| IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
3 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Dogwood Wealth Management LLC |
3 |
| Rs Investment Trust |
3 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
| Sunbelt Securities, Inc. |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
3 |
| PharVision Advisers, LLC |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| Trust Co Of Vermont |
3 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
3 |
| National Planning Corp |
3 |
| First Eagle Investment Management, LLC |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| Diametric Capital, LP |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| Freestone Grove Partners LP |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| Kanaly Trust Co |
3 |
| Municipal Employees' Retirement System of Michigan |
3 |
| Tiaa-cref Funds |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| College Retirement Equities Fund |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| Fieldview Capital Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
3 |
| Bayforest Capital Ltd |
3 |
| Hartford Investment Management Co |
3 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
| Corvex Management LP |
3 |
| Sandy Spring Bank |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| Belpointe Asset Management LLC |
3 |
| Sirios Capital Management L P |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
3 |
| Farringdon Capital, Ltd. |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| Weiss Asset Management LP |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Aaron Wealth Advisors LLC |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| Maryland State Retirement & Pension System |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
3 |
| Brasada Capital Management, Lp |
3 |
| Thomas White International Ltd |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| Bogle Investment Management L P /de/ |
3 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
3 |
| BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| Jain Global LLC |
3 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
| Nuveen Credit Strategies Income Fund |
3 |
| Sierra Ocean, Llc |
3 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
| Angeles Wealth Management, Llc |
3 |
| Mrj Capital Inc |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| Concentric Capital Strategies, LP |
3 |
| Marathon Trading Investment Management LLC |
3 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
3 |
| Institute for Wealth Management, LLC. |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
| Hartford Series Fund Inc |
3 |
| Diversified Trust Co |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| Wedge Capital Management L L P/nc |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| TD Capital Management LLC |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| Veriti Management LLC |
3 |
| Koch Industries Inc |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| DRW Securities, LLC |
3 |
| Tfo-tdc, Llc |
3 |
| Howe & Rusling Inc |
3 |
| Red Tortoise LLC |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| Three Peaks Capital Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| Adams Natural Resources Fund, Inc. |
3 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
| FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
