| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
22 |
| Morgan Stanley |
17 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
17 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
16 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
15 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
15 |
| Renaissance Technologies Llc |
15 |
| Proequities, Inc. |
15 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
14 |
| UBS Group AG |
14 |
| Virtu Financial LLC |
14 |
| Citadel Advisors Llc |
14 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
14 |
| Wells Fargo & Company/mn |
14 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
14 |
| Pnc Financial Services Group, Inc. |
13 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
13 |
| Tower Research Capital LLC (TRC) |
13 |
| Royal Bank Of Canada |
13 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
13 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
13 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
13 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
13 |
| Susquehanna International Group, Llp |
12 |
| Citigroup Inc |
12 |
| Deutsche Bank Ag\ |
12 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
12 |
| Advisor Group Holdings, Inc. |
12 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
12 |
| Bank Of America Corp /de/ |
12 |
| Vanguard Group Inc |
12 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
12 |
| Jane Street Group, Llc |
12 |
| Creative Planning |
12 |
| State Street Corp |
11 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
11 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
11 |
| Verition Fund Management LLC |
11 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
11 |
| Geode Capital Management, Llc |
11 |
| Goldman Sachs Group Inc |
11 |
| Fmr Llc |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
11 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
11 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
11 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
11 |
| Hrt Financial Lp |
11 |
| Two Sigma Investments, Lp |
11 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
11 |
| Nomura Holdings Inc |
10 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
| Qube Research & Technologies Ltd |
10 |
| Bnp Paribas Arbitrage, Sa |
10 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
10 |
| Royce & Associates Lp |
10 |
| Acadian Asset Management Llc |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
10 |
| Federated Hermes, Inc. |
10 |
| Millennium Management Llc |
10 |
| Squarepoint Ops LLC |
10 |
| XTX Topco Ltd |
10 |
| Two Sigma Securities, Llc |
10 |
| Invesco Ltd. |
10 |
| Barclays Plc |
10 |
| SBI Securities Co., Ltd. |
10 |
| Credit Suisse Ag/ |
10 |
| Jpmorgan Chase & Co |
10 |
| Bank Of Montreal /can/ |
10 |
| Cwm, Llc |
10 |
| Northern Trust Corp |
10 |
| BlackRock, Inc. |
10 |
| California Public Employees Retirement System |
10 |
| Point72 Asset Management, L.P. |
9 |
| New York State Common Retirement Fund |
9 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
9 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
9 |
| Two Sigma Advisers, Lp |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
9 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
9 |
| Harbour Investments, Inc. |
9 |
| California State Teachers Retirement System |
9 |
| Rhumbline Advisers |
9 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
9 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
9 |
| First Republic Investment Management, Inc. |
9 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
9 |
| Los Angeles Capital Management Llc |
9 |
| Walleye Capital LLC |
9 |
| D. E. Shaw & Co., Inc. |
9 |
| Simplex Trading, Llc |
9 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
9 |
| Stifel Financial Corp |
9 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
| Brown Advisory Inc |
9 |
| Aqr Capital Management Llc |
9 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
9 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
9 |
| Ladenburg Thalmann Financial Services Inc |
9 |
| Cubist Systematic Strategies, LLC |
9 |
| Advisory Services Network, LLC |
9 |
| American International Group, Inc. |
9 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
9 |
| Signaturefd, Llc |
9 |
| Victory Capital Management Inc |
9 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
9 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
| Macquarie Group Ltd |
9 |
| Engineers Gate Manager LP |
9 |
| Group One Trading, L.p. |
9 |
| Captrust Financial Advisors |
9 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| Lazard Asset Management Llc |
9 |
| Janus Henderson Group Plc |
9 |
| Bessemer Group Inc |
9 |
| Manufacturers Life Insurance Company, The |
9 |
| Steward Partners Investment Advisory, Llc |
9 |
| Dimensional Fund Advisors Lp |
9 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
9 |
| Us Bancorp \de\ |
9 |
| Raymond James & Associates |
9 |
| Allworth Financial LP |
9 |
| IFP Advisors, Inc |
9 |
| Gamco Investors, Inc. Et Al |
9 |
| Global Retirement Partners, LLC |
9 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
| Strs Ohio |
9 |
| CWM Advisors, LLC |
9 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
9 |
| Marshall Wace, Llp |
9 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
9 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
9 |
| Northwestern Mutual Wealth Management Co |
9 |
| Gabelli Funds Llc |
9 |
| LPL Financial LLC |
9 |
| Allianz Asset Management GmbH |
8 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
8 |
| Public Employees Retirement Association Of Colorado |
8 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
8 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
8 |
| Allspring Global Investments Holdings, LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
8 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
8 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
8 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
8 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
8 |
| State Board Of Administration Of Florida Retirement System |
8 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
8 |
| Wolverine Trading, Llc |
8 |
| Yousif Capital Management, Llc |
8 |
| MetLife Investment Management, LLC |
8 |
| Parkside Financial Bank & Trust |
8 |
| Dynamic Technology Lab Private Ltd |
8 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
8 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
8 |
| Raymond James Financial Inc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
8 |
| Whittier Trust Co |
8 |
| Ronald Blue Trust, Inc. |
8 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
8 |
| D.a. Davidson & Co. |
8 |
| Silvercrest Asset Management Group Llc |
8 |
| EverSource Wealth Advisors, LLC |
8 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
8 |
| Ubs Ag |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
| Voya Investment Management Llc |
8 |
| Covestor Ltd |
8 |
| O'shaughnessy Asset Management, Llc |
8 |
| Voloridge Investment Management, Llc |
8 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
8 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
8 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
8 |
| Quadrant Capital Group Llc |
8 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
8 |
| Aquatic Capital Management LLC |
8 |
| Teacher Retirement System Of Texas |
8 |
| Adage Capital Partners Gp, L.l.c. |
8 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
8 |
| SG Americas Securities, LLC |
8 |
| Neuberger Berman Group LLC |
8 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
8 |
| Parallel Advisors, LLC |
8 |
| Sei Investments Co |
8 |
| Fifth Third Bancorp |
8 |
| Russell Investments Group, Ltd. |
8 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
8 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
8 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
8 |
| Norges Bank |
8 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
8 |
| Lindbrook Capital, Llc |
8 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
8 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
8 |
| Winton Capital Group Ltd |
8 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
8 |
| Charles Schwab Investment Management Inc |
8 |
| Orion Portfolio Solutions, LLC |
8 |
| Huntington National Bank |
8 |
| Teachers Retirement System Of The State Of Kentucky |
8 |
| Price T Rowe Associates Inc /md/ |
8 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
8 |
| M&t Bank Corp |
8 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
8 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
8 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
8 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
8 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
8 |
| Balyasny Asset Management Llc |
8 |
| Advisors Asset Management, Inc. |
8 |
| Franklin Resources Inc |
8 |
| Arrowstreet Capital, Limited Partnership |
8 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
8 |
| Public Employees Retirement System Of Ohio |
8 |
| Ameriprise Financial Inc |
8 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
8 |
| Ameritas Investment Partners, Inc. |
8 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
8 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
8 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
8 |
| ExodusPoint Capital Management, LP |
8 |
| Thrivent Financial For Lutherans |
8 |
| Coldstream Capital Management Inc |
8 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
8 |
| Arizona State Retirement System |
8 |
| State of Tennessee, Treasury Department |
8 |
| Keeley-Teton Advisors, LLC |
8 |
| State Of Wisconsin Investment Board |
8 |
| Oxford Asset Management Llp |
8 |
| Pacer Advisors, Inc. |
8 |
| Quantbot Technologies LP |
8 |
| Gotham Asset Management, LLC |
8 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
8 |
| Tudor Investment Corp Et Al |
8 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
8 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
8 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
8 |
| Sterling Capital Management LLC |
8 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
8 |
| Versant Capital Management, Inc |
8 |
| United Services Automobile Association |
8 |
| Paloma Partners Management Co |
8 |
| Boothbay Fund Management, Llc |
8 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
8 |
| Assetmark, Inc |
8 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
8 |
| Schonfeld Strategic Advisors LLC |
8 |
| Healthcare Of Ontario Pension Plan Trust Fund |
8 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
8 |
| MAI Capital Management |
8 |
| Ubs Asset Management Americas Inc |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
8 |
| Bank of New York Mellon Corp |
8 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
| Panagora Asset Management Inc |
8 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
| American Century Companies Inc |
8 |
| Rockefeller Capital Management L.P. |
8 |
| State of Alaska, Department of Revenue |
8 |
| Swiss National Bank |
8 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
8 |
| Amalgamated Bank |
8 |
| Prudential Financial Inc |
8 |
| Truist Financial Corp |
8 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
8 |
| Alliancebernstein L.p. |
8 |
| Nisa Investment Advisors, Llc |
8 |
| Sofos Investments, Inc. |
8 |
| Envestnet Asset Management Inc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
8 |
| Jacobs Levy Equity Management, Inc |
8 |
| Legal & General Group Plc |
8 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
8 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
8 |
| Nuveen Asset Management, LLC |
8 |
| Prelude Capital Management, Llc |
8 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
8 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
8 |
| Walleye Trading LLC |
8 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
8 |
| Dark Forest Capital Management Lp |
8 |
| Principal Financial Group Inc |
8 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
8 |
| Mutual Of America Capital Management Llc |
8 |
| KBC Group NV |
8 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
8 |
| Aigen Investment Management, Lp |
8 |
| First Trust Advisors Lp |
8 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
8 |
| Trexquant Investment LP |
8 |
| Comerica Bank |
8 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
8 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
8 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
8 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
8 |
| Blair William & Co/il |
8 |
| Hsbc Holdings Plc |
8 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
| Venturi Wealth Management, LLC |
7 |
| Credit Agricole S A |
7 |
| Tfs Capital Investment Trust |
7 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
7 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
7 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
7 |
| Segall Bryant & Hamill, Llc |
7 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
7 |
| American Portfolios Advisors |
7 |
| Wealthspire Advisors, LLC |
7 |
| AE Wealth Management LLC |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
7 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
7 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
7 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
| New York State Teachers Retirement System |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
7 |
| ProShare Advisors LLC |
7 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
7 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
7 |
| Farther Finance Advisors, LLC |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| Guggenheim Capital Llc |
7 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
7 |
| Invesco Senior Income Trust |
7 |
| Crossmark Global Holdings, Inc. |
7 |
| Loomis Sayles & Co L P |
7 |
| Schroder Investment Management Group |
7 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
7 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
7 |
| Ancora Advisors, LLC |
7 |
| PDT Partners, LLC |
7 |
| Private Advisor Group, LLC |
7 |
| Pinnacle Wealth Planning Services, Inc. |
7 |
| Hm Payson & Co |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
7 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
7 |
| Wexford Capital Lp |
7 |
| Ensign Peak Advisors, Inc |
7 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
7 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
7 |
| BlackRock Fund Advisors |
7 |
| Larson Financial Group LLC |
7 |
| Parametric Portfolio Associates Llc |
7 |
| GWM Advisors LLC |
7 |
| Oregon Public Employees Retirement Fund |
7 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
7 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
7 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
7 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
| Capstone Investment Advisors, Llc |
7 |
| Jones Financial Companies Lllp |
7 |
| Bayesian Capital Management, LP |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
7 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
7 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
7 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
7 |
| Lsv Asset Management |
7 |
| Gsa Capital Partners Llp |
7 |
| BNP Paribas Asset Management Holding S.A. |
7 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
7 |
| Magnetar Financial LLC |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
7 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
7 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
7 |
| Sargent Bickham Lagudis LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
7 |
| Tocqueville Asset Management L.p. |
7 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
7 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
7 |
| Rydex Etf Trust |
7 |
| GAMMA Investing LLC |
7 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
7 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
7 |
| Quadrature Capital Ltd |
7 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
| Janney Montgomery Scott LLC |
7 |
| SRS Capital Advisors, Inc. |
7 |
| Bell Investment Advisors, Inc |
7 |
| Brinker Capital Investments, LLC |
7 |
| Algert Global Llc |
7 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
7 |
| HighTower Advisors, LLC |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| Russell Frank Co/ |
7 |
| Glenmede Trust Co Na |
7 |
| Nomura Asset Management Co Ltd |
7 |
| Tiaa Cref Investment Management Llc |
7 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
7 |
| PEAK6 Investments, L.P. |
7 |
| Alps Advisors Inc |
7 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
| PEAK6 Investments LLC |
7 |
| Mariner, LLC |
7 |
| Wellington Management Group Llp |
7 |
| Nationwide Fund Advisors |
7 |
| Private Trust Co Na |
7 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
7 |
| Maryland State Retirement & Pension System |
7 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
7 |
| Susquehanna Fundamental Investments, Llc |
7 |
| Campbell & CO Investment Adviser LLC |
7 |
| Man Group plc |
7 |
| Massmutual Trust Co Fsb/adv |
7 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
7 |
| BlackRock Institutional Trust Company, N.A. |
7 |
| Disciplined Investments, LLC |
7 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
7 |
| CENTRAL TRUST Co |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
7 |
| RidgeWorth Capital Management LLC |
7 |
| Natixis Advisors, L.p. |
7 |
| Ergoteles LLC |
7 |
| Natixis |
7 |
| Whittier Trust Co Of Nevada Inc |
7 |
| Meeder Asset Management Inc |
7 |
| Jump Financial, LLC |
7 |
| BlackRock Group LTD |
7 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
7 |
| Rice Hall James & Associates, Llc |
7 |
| Bridgefront Capital, LLC |
7 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
7 |
| Texas Permanent School Fund |
7 |
| Jfs Wealth Advisors, Llc |
7 |
| Louisiana State Employees Retirement System |
7 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
7 |
| Highbridge Capital Management Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
7 |
| SJS Investment Consulting Inc. |
7 |
| Cetera Advisor Networks LLC |
7 |
| Teachers Advisors, Llc |
7 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
7 |
| BlackRock Investment Management, LLC |
7 |
| BlackRock Advisors LLC |
7 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
7 |
| Commonwealth Equity Services, Llc |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
7 |
| Vanguard Index Funds |
7 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
7 |
| TCI Wealth Advisors, Inc. |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| Cornercap Investment Counsel Inc |
7 |
| CoreCap Advisors, LLC |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| Gabelli Equity Trust Inc |
7 |
| Invesco Senior Loan Fund |
7 |
| Flagship Harbor Advisors, Llc |
7 |
| Versor Investments LP |
7 |
| Cutler Group LP |
7 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
7 |
| Cullen/frost Bankers, Inc. |
7 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
7 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
7 |
| College Retirement Equities Fund |
7 |
| Mirae Asset Global Investments Co., Ltd. |
7 |
| Lord, Abbett & Co. Llc |
7 |
| Tiaa-cref Funds |
7 |
| Occudo Quantitative Strategies Lp |
7 |
| Jefferies Group LLC |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
7 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| Hancock Whitney Corp |
7 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
7 |
| First Horizon Advisors, Inc. |
7 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
7 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
| Federation des caisses Desjardins du Quebec |
7 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
7 |
| Creative Financial Designs Inc /adv |
7 |
| State of Wyoming |
7 |
| Virginia Retirement Systems Et Al |
7 |
| Farmers & Merchants Investments Inc |
7 |
| Vantagepoint Funds |
7 |
| State of New Jersey Common Pension Fund D |
7 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
7 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
| Hantz Financial Services, Inc. |
7 |
| Quantinno Capital Management LP |
7 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
7 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
7 |
| GAM Holding AG |
6 |
| Hillsdale Investment Management Inc. |
6 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| Centiva Capital, LP |
6 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
6 |
| EAM Investors, LLC |
6 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| Twinbeech Capital Lp |
6 |
| Cramer Rosenthal Mcglynn Llc |
6 |
| Canada Pension Plan Investment Board |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| Tompkins Financial Corp |
6 |
| Madison Asset Management, LLC |
6 |
| Vestcor Inc |
6 |
| Keebeck Alpha, LP |
6 |
| Principal Funds Inc |
6 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
6 |
| MetLife Securities, Inc |
6 |
| Td Asset Management Inc |
6 |
| AHL Partners LLP |
6 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
6 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
6 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
6 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
6 |
| MUFG Americas Holdings Corp |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
6 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
6 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| Caxton Associates Lp |
6 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
6 |
| Systematic Financial Management Lp |
6 |
| USA Financial Portformulas Corp |
6 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
6 |
| Fox Run Management, L.l.c. |
6 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
6 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
6 |
| Aster Capital Management (DIFC) Ltd |
6 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
6 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| Glassman Wealth Services |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| Congress Asset Management Co /ma |
6 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
6 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
6 |
| Polar Asset Management Partners Inc. |
6 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
6 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
6 |
| Amundi |
6 |
| Oppenheimer Funds Inc |
6 |
| Rothschild Investment Llc |
6 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
6 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
| Hartford Mutual Funds Inc/ct |
6 |
| Corebridge Financial, Inc. |
6 |
| Mml Investors Services, Llc |
6 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
| Global Financial Private Client, LLC |
6 |
| Shell Asset Management Co |
6 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
6 |
| Keybank National Association/oh |
6 |
| Central Pacific Bank - Trust Division |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| Baird Financial Group, Inc. |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| Cibc World Markets Corp |
6 |
| Point72 Hong Kong Ltd |
6 |
| Tortoise Investment Management, LLC |
6 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
6 |
| Ellington Management Group Llc |
6 |
| Entropy Technologies, LP |
6 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
6 |
| Aviva Plc |
6 |
| Dupont Capital Management Corp |
6 |
| EntryPoint Capital, LLC |
6 |
| Smartleaf Asset Management LLC |
6 |
| Skopos Labs, Inc. |
6 |
| Quest Partners LLC |
6 |
| Edgestream Partners, L.P. |
6 |
| Natixis Investment Managers International |
6 |
| Principal Securities, Inc. |
6 |
| Bare Financial Services, Inc |
6 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
6 |
| DiNuzzo Private Wealth, Inc. |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
6 |
| Fortitude Family Office, LLC |
6 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
6 |
| Petrus Trust Company, LTA |
6 |
| Parallax Volatility Advisers, L.P. |
6 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
| Pictet Asset Management Holding SA |
6 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
6 |
| Nbc Securities, Inc. |
6 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
6 |
| Dunhill Financial, LLC |
6 |
| Manchester Capital Management LLC |
6 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
| ClariVest Asset Management LLC |
6 |
| HFM Investment Advisors, LLC |
6 |
| Root Financial Partners, LLC |
6 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
6 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
6 |
| True Wealth Design, LLC |
6 |
| Pathstone Family Office, Llc |
6 |
| CI Private Wealth, LLC |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| PineBridge Investments, L.P. |
6 |
| Alpine Global Management, LLC |
6 |
| A.R.T. Advisors, LLC |
6 |
| Graham Capital Management, L.P. |
6 |
| Citizens Financial Group Inc/ri |
6 |
| Bryn Mawr Capital Management Inc |
6 |
| Boston Partners |
6 |
| Quarry LP |
6 |
| Profunds - Profund Vp Oil & Gas |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
6 |
| Airain ltd |
6 |
| Nuveen, LLC |
6 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
6 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
6 |
| Bokf, Na |
6 |
| Cetera Investment Advisers |
6 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
6 |
| Kcg Holdings, Inc. |
6 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
6 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
6 |
| Jennison Associates Llc |
6 |
| Assenagon Asset Management S.A. |
6 |
| Brown Brothers Harriman & Co |
6 |
| Martingale Asset Management L P |
6 |
| Sowell Financial Services LLC |
6 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
6 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
6 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
| Pictet Asset Management Sa |
6 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
6 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
6 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
6 |
| Brevan Howard Capital Management LP |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| Intech Investment Management Llc |
6 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
| T. Rowe Price Investment Management, Inc. |
6 |
| Emerald Acquisition Ltd. |
6 |
| Atria Wealth Solutions, Inc. |
6 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
| Amalgamated Financial Corp. |
6 |
| TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
6 |
| Connor, Clark & Lunn Investment Management Ltd. |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
6 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
6 |
| BlueCrest Capital Management Ltd |
6 |
| Pitcairn Co |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
6 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
| Asset Management One Co., Ltd. |
6 |
| Capital Fund Management S.a. |
6 |
| Proficio Capital Partners LLC |
6 |
| MQS Management LLC |
6 |
| Freestone Grove Partners LP |
6 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
6 |
| Gabelli Dividend & Income Trust |
6 |
| Piedmont Investment Advisors Llc |
6 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
6 |
| Oppenheimer & Co Inc |
6 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
6 |
| Managed Account Advisors Llc |
6 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
| Suntrust Banks Inc |
6 |
| Steward Financial Group LLC |
6 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
6 |
| Vanguard World Fund |
6 |
| Capital Performance Advisors Llp |
6 |
| Claris Advisors, Llc / Mo / |
6 |
| Schubert & Co |
6 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
6 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
| Stevens Capital Management Lp |
6 |
| Eaton Vance Management |
6 |
| FourThought Financial, LLC |
6 |
| Profund Advisors Llc |
6 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
6 |
| Marshall Wace North America L.P. |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| Great West Life Assurance Co /can/ |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
6 |
| Zacks Investment Management |
6 |
| Eagle Bay Advisors LLC |
6 |
| Golden State Wealth Management, LLC |
6 |
| Robeco Institutional Asset Management B.V. |
6 |
| Clearbridge Investments, LLC |
6 |
| Geneos Wealth Management Inc. |
6 |
| Hartland & Co., LLC |
6 |
| Optiver Holding B.V. |
6 |
| Spire Wealth Management |
6 |
| Knightsbridge Asset Management, Llc |
6 |
| Crestline Management, LP |
6 |
| Castleark Management Llc |
6 |
| State Farm Mutual Fund Trust |
6 |
| Umb Bank N A/mo |
6 |
| State Farm Variable Product Trust |
6 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
6 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| Police & Firemen's Retirement System of New Jersey |
6 |
| Cresset Asset Management, LLC |
6 |
| Spot Trading L.L.C |
6 |
| National Bank Of Canada /fi/ |
6 |
| Xponance, Inc. |
6 |
| Klp Kapitalforvaltning As |
6 |
| Concord Wealth Partners |
6 |
| Wealthspire Advisors, L.P. |
6 |
| Inspire Advisors, LLC |
6 |
| Blueshift Asset Management, LLC |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| Leonteq Securities AG |
6 |
| Quantamental Technologies LLC |
6 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
6 |
| Ellevest, Inc. |
6 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| Parkworth Wealth Management, Inc. |
6 |
| First City Capital Management, Inc. |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| Axa S.a. |
6 |
| Kestra Advisory Services, LLC |
6 |
| Picton Mahoney Asset Management |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
6 |
| PENN SERIES FUNDS INC - International Equity Fund |
6 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
6 |
| Moneta Group Investment Advisors Llc |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
6 |
| Synovus Financial Corp |
6 |
| GHP Investment Advisors, Inc. |
6 |
| Johnson Investment Counsel Inc |
6 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| Fuller & Thaler Asset Management, Inc. |
6 |
| Retirement Systems of Alabama |
6 |
| Ceredex Value Advisors LLC |
6 |
| Aperio Group, LLC |
6 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
6 |
| Oppenheimer Etf Trust |
6 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
6 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
6 |
| Regions Financial Corp |
6 |
| CIBC Private Wealth Group, LLC |
6 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
| AdvisorNet Financial, Inc |
6 |
| C M Bidwell & Associates Ltd |
6 |
| Driehaus Capital Management Llc |
6 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
6 |
| DekaBank Deutsche Girozentrale |
6 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
6 |
| Summit Trail Advisors, Llc |
6 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
6 |
| Gradient Investments LLC |
6 |
| Sound Income Strategies, LLC |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
| UMA Financial Services, Inc. |
5 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
5 |
| Eqis Capital Management, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
5 |
| Berman Capital Advisors, LLC |
5 |
| Scopus Asset Management, L.p. |
5 |
| Ritholtz Wealth Management |
5 |
| Pnc Funds |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| Toth Financial Advisory Corp |
5 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
5 |
| Inceptionr Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
5 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| SageView Advisory Group, LLC |
5 |
| Hutchin Hill Capital, LP |
5 |
| First Capital Advisors Group, LLC. |
5 |
| Arden Investment Series Trust |
5 |
| Holocene Advisors, LP |
5 |
| Seacrest Wealth Management, Llc |
5 |
| VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
5 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
5 |
| Chilton Capital Management Llc |
5 |
| Putnam Investments Llc |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| Wesbanco Bank Inc |
5 |
| Employees Retirement System of Texas |
5 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
5 |
| Ci Investments Inc. |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
5 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
| Dean Investment Associates, Llc |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| SummitTX Capital, L.P. |
5 |
| First Quadrant L P/ca |
5 |
| Globeflex Capital L P |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| Hbk Investments L P |
5 |
| Prescott Group Capital Management, L.l.c. |
5 |
| Nebula Research & Development LLC |
5 |
| Invictus RG |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| Seven Eight Capital, Lp |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
5 |
| Portside Wealth Group, LLC |
5 |
| Securian Asset Management, Inc |
5 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
5 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
5 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| BlackRock Japan Co. Ltd |
5 |
| SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
5 |
| Twin Tree Management, LP |
5 |
| Twin Peaks Wealth Advisors, LLC |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| Laurion Capital Management LP |
5 |
| Level Four Advisory Services, Llc |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| Prestige Wealth Management Group LLC |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| State Of Michigan Retirement System |
5 |
| Kayne Anderson Rudnick Investment Management Llc |
5 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
5 |
| Sunbelt Securities, Inc. |
5 |
| FIL Ltd |
5 |
| Fiduciary Trust Co |
5 |
| Mason Street Advisors, Llc |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
| Financial Network Wealth Advisors LLC |
5 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
5 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| Sandy Spring Bank |
5 |
| Trust Co Of Vermont |
5 |
| Pathstone Holdings, LLC |
5 |
| Rational Advisors Llc |
5 |
| Fred Alger Management, Llc |
5 |
| Montag A & Associates Inc |
5 |
| Avantax Planning Partners, Inc. |
5 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
| IndexIQ Advisors LLC |
5 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
| Glenmede Investment Management, LP |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Menta Capital Llc |
5 |
| Diversified Trust Co |
5 |
| Tfo-tdc, Llc |
5 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
| FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund |
5 |
| Coppell Advisory Solutions LLC |
5 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
5 |
| SAC Capital Advisors LP |
5 |
| Toroso Investments, LLC |
5 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
5 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
| Keating Financial Advisory Services, Inc. |
5 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
5 |
| Harbor Investment Advisory, Llc |
5 |
| McIlrath & Eck, LLC |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| Moody National Bank Trust Division |
5 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
5 |
| FORA Capital, LLC |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
| Point72 (DIFC) Ltd |
5 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| Bay Harbor Wealth Management, LLC |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| New Mexico Educational Retirement Board |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
5 |
| Innealta Capital, Llc |
5 |
| New York Life Investment Management Llc |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| Bogle Investment Management L P /de/ |
5 |
| Westpac Banking Corp |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| Chicago Equity Partners Llc |
5 |
| Avantax Advisory Services, Inc. |
5 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| Northwest Investment Counselors, Llc |
5 |
| Sanctuary Advisors, LLC |
5 |
| Column Capital Advisors, LLC |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF |
5 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
5 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
5 |
| Nordea Investment Management Ab |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
5 |
| Paradigm Asset Management Co Llc |
5 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| Alphacrest Capital Management Llc |
5 |
| Wedge Capital Management L L P/nc |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
5 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
| Pearl River Capital, LLC |
5 |
| Hemington Wealth Management |
5 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
5 |
| Pinnacle Associates Ltd |
5 |
| Crewe Advisors LLC |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| Belpointe Asset Management LLC |
5 |
| National Asset Management, Inc. |
5 |
| Focused Wealth Management, Inc |
5 |
| MASTER BOND LLC - Master Total Return Portfolio |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| Foundry Partners, LLC |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| Barrow Hanley Mewhinney & Strauss Llc |
5 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
5 |
| Exchange Traded Concepts, Llc |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
5 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
| Catalyst Funds Management Pty Ltd |
5 |
| Macroview Investment Management Llc |
5 |
| Welch Group, LLC |
5 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
5 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
5 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
5 |
| Quantitative Systematic Strategies LLC |
5 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| Motco |
5 |
| Hartford Series Fund Inc |
5 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
| Nicholas Investment Partners, LP |
5 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
5 |
| Simon Quick Advisors, Llc |
5 |
| Bank Of Nova Scotia |
5 |
| Vident Investment Advisory, LLC |
5 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
| Northern Trust Co Of Connecticut |
5 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
5 |
| Public Sector Pension Investment Board |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Cordant, Inc. |
5 |
| Howe & Rusling Inc |
5 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
5 |
| BDO Wealth Advisors, LLC |
5 |
| Rialto Wealth Management, LLC |
5 |
| Mackenzie Financial Corp |
5 |
| Bridgewater Associates, LP |
5 |
| William Blair Investment Management, Llc |
5 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
5 |
| CIBC Bancorp USA Inc. |
5 |
| Thompson Davis & Co., Inc. |
5 |
| Vaughan Nelson Investment Management, L.p. |
5 |
| Arkadios Wealth Advisors |
5 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
5 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
| Capstone Asset Management Co |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Atria Investments Llc |
5 |
| Stratos Wealth Partners, LTD. |
5 |
| Diametric Capital, LP |
5 |
| Truvestments Capital Llc |
5 |
| Pendal Group Ltd |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
5 |
| Mirabella Financial Services Llp |
5 |
| Danske Bank A/s |
5 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
5 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| Stephens Inc /ar/ |
5 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
| DRW Securities, LLC |
5 |
| Hudson Bay Capital Management LP |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
5 |
| BRYN MAWR TRUST Co |
5 |
| CVA Family Office, LLC |
5 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
5 |
| Vermillion Wealth Management, Inc. |
5 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
5 |
| Rise Advisors, LLC |
5 |
| Quent Capital, LLC |
5 |
| Granite Investment Partners, LLC |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| APG Asset Management N.V. |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| Measured Wealth Private Client Group, LLC |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
| CIBC Asset Management Inc |
5 |
| Evercore Wealth Management, LLC |
5 |
| CIBC World Markets Inc. |
5 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Alambic Investment Management, L.P. |
5 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
5 |
| JustInvest LLC |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
| Ieq Capital, Llc |
5 |
| Venture Visionary Partners LLC |
5 |
| Carret Asset Management, Llc |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
5 |
| South Dakota Investment Council |
5 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
5 |
| CenterBook Partners LP |
5 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
5 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
5 |
| Jane Street Holding, LLC |
5 |
| Toronto Dominion Bank |
5 |
| Royce Value Trust Inc |
5 |
| Busey Wealth Management |
5 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
5 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
5 |
| NumerixS Investment Technologies Inc |
5 |
| Resources Investment Advisors, LLC. |
5 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
5 |
| SpiderRock Trading LLC |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| FNY Investment Advisers, LLC |
5 |
| Maverick Capital Ltd |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| Alberta Investment Management Corp |
5 |
| QS Investors, LLC |
5 |
| 1832 Asset Management L.P. |
5 |
| Dean Capital Management |
5 |
| Karp Capital Management Corp |
5 |
| Beacon Capital Management, LLC |
5 |
| Cipher Capital LP |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| Great Lakes Advisors, Llc |
5 |
| Gabelli Equity Series Funds Inc |
5 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
| Ameritas Advisory Services, LLC |
5 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
5 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
5 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
5 |
| Acrospire Investment Management LLC |
5 |
| EAM Global Investors LLC |
5 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
| Tfs Capital Llc |
5 |
| Illinois Municipal Retirement Fund |
5 |
| Park Avenue Securities Llc |
5 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
5 |
| Congress Wealth Management LLC / DE / |
5 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
5 |
| Cadence Capital Management Llc |
5 |
| Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
5 |
| Advisor Group, Inc. |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
5 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| Stephens Consulting, LLC |
5 |
| GV Financial Advisors |
5 |
| Clark Capital Management Group, Inc. |
5 |
| Handelsbanken Fonder AB |
5 |
| Rothschild Asset Management Inc |
5 |
| First Manhattan Co |
5 |
| Rehmann Capital Advisory Group |
5 |
| Mather Group, Llc. |
5 |
| Integrated Wealth Concepts LLC |
5 |
| Guggenheim Active Allocation Fund |
5 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
5 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
5 |
| Earnest Partners Llc |
5 |
| Clear Street Markets Llc |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| Cloud Capital Management, LLC |
5 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
| MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A |
5 |
| Cornerstone Advisors, Inc. |
5 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
5 |
| First Horizon Corp |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| Cambridge Trust Co |
4 |
| Independent Advisor Alliance |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Glen Harbor Capital Management LLC |
4 |
| Meadow Creek Investment Management LLC |
4 |
| Sapience Investments, LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
| Ubs Oconnor Llc |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
4 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| Financial Consulate, Inc |
4 |
| Lido Advisors, LLC |
4 |
| CenterStar Fund, LLC |
4 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
4 |
| AlphaStar Capital Management, LLC |
4 |
| Bb&t Securities, Llc |
4 |
| Bogart Wealth, LLC |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
4 |
| Donoghue Forlines LLC |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| Csenge Advisory Group |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
4 |
| Standard Life Aberdeen plc |
4 |
| Arlington Partners LLC |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
4 |
| TD Capital Management LLC |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
| Profunds - Profund Vp Mid-cap Value |
4 |
| Profunds - Profund Vp Mid-cap Growth |
4 |
| Profunds - Profund Vp Ultramid-cap |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| PFG Advisors |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
| Blackrock Ltd Duration Income Trust |
4 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
4 |
| Kennedy Capital Management, Inc. |
4 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
4 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
4 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
4 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
4 |
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
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 |
| Gabelli Global Small & Mid Cap Value Trust |
4 |
| FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
4 |
| Sit Investment Associates Inc |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
4 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
4 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| Eagle Asset Management Inc |
4 |
| AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A |
4 |
| First Interstate Bank |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| Seizert Capital Partners, Llc |
4 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
4 |
| First Mercantile Trust Co |
4 |
| Numeric Investors Llc |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Hanseatic Management Services Inc |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
4 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
4 |
| Johnson Financial Group, Inc. |
4 |
| Tarbox Family Office, Inc. |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
4 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
4 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
4 |
| SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
4 |
| Nine Chapters Capital Management LLC |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
4 |
| Elk Creek Partners, LLC |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
4 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
4 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
| Minneapolis Portfolio Management Group, LLC |
4 |
| Eastern Bank |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| Sigma Planning Corp |
4 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
4 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
4 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| Sageworth Trust Co |
4 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
4 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
4 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
4 |
| Advent Claymore Convertible Securities & Income Fund |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
4 |
| Weiss Asset Management LP |
4 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| Bartlett & Co. LLC |
4 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
4 |
| Princeton Alpha Management LP |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
| First Hawaiian Bank |
4 |
| Clinton Group Inc |
4 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
4 |
| Contravisory Investment Management, Inc. |
4 |
| Jupiter Asset Management Ltd |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
4 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
4 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
4 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
4 |
| Kingsview Wealth Management, LLC |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
4 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
| Winton Diversified Opportunities Fund |
4 |
| First Citizens Bank & Trust Co |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
| Van Eck Associates Corp |
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 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
4 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| Kistler-Tiffany Companies, LLC |
4 |
| Wedbush Securities Inc |
4 |
| Spdr S&p Midcap 400 Etf Trust |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| Baker Avenue Asset Management, LP |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
4 |
| Old National Bancorp /in/ |
4 |
| Invenomic Capital Management LP |
4 |
| Woodline Partners LP |
4 |
| Ethic Inc. |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| Meridian Wealth Partners, LLC |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| FSA Wealth Management LLC |
4 |
| Gabelli Nextshares Trust |
4 |
| Balentine LLC |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
4 |
| EP Wealth Advisors, Inc. |
4 |
| Moors & Cabot, Inc. |
4 |
| Salem Investment Counselors Inc |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| Centaurus Financial, Inc. |
4 |
| Community Bank, N.A. |
4 |
| RobecoSam USA, Inc. |
4 |
| ETRADE Capital Management LLC |
4 |
| Delpha Capital Management, Llc |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Perigon Wealth Management, LLC |
4 |
| Foster & Motley Inc |
4 |
| Visium Asset Management, LP |
4 |
| M Holdings Securities, Inc. |
4 |
| FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
4 |
| Seelaus Asset Management LLC |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Robeco Schweiz AG |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
4 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
4 |
| Private Capital Group, LLC |
4 |
| Argent Trust Co |
4 |
| Osterweis Capital Management Inc |
4 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
| International Assets Investment Management, Llc |
4 |
| SOUTH STATE Corp |
4 |
| Sonora Investment Management, LLC |
4 |
| LS Investment Advisors, LLC |
4 |
| Albion Financial Group /ut |
4 |
| ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
4 |
| Essex Investment Management Co Llc |
4 |
| Utah Retirement Systems |
4 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| CX Institutional |
4 |
| Knight Capital Group, Inc. |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| Westwood Holdings Group Inc |
4 |
| Burney Co/ |
4 |
| Agf Investments Inc. |
4 |
| Hexagon Capital Partners LLC |
4 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
4 |
| Lucus Advisors Llc |
4 |
| Evolution Wealth Advisors, LLC |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| MTM Investment Management, LLC |
4 |
| Janney Capital Management LLC |
4 |
| Mackay Shields Llc |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| CBOE Vest Financial, LLC |
4 |
| Townsquare Capital Llc |
4 |
| Duality Advisers, Lp |
4 |
| Vantage Consulting Group Inc |
4 |
| Axiom International Investors Llc /de |
4 |
| Zions Bancorporation, N.A. |
4 |
| Interchange Capital Partners, LLC |
4 |
| Weld Capital Management Llc |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| EMC Capital Management |
4 |
| Usca Ria Llc |
4 |
| Salomon & Ludwin, LLC |
4 |
| Pictet Asset Management Ltd |
4 |
| Koch Industries Inc |
4 |
| Pensionmark Financial Group, Llc |
4 |
| Wealthfront Advisers Llc |
4 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
4 |
| Legacy Wealth Asset Management, LLC |
4 |
| Oakworth Capital, Inc. |
4 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
4 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
4 |
| Voleon Capital Management Lp |
4 |
| NewEdge Wealth, LLC |
4 |
| Treasurer of the State of North Carolina |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
| Benjamin Edwards Inc |
4 |
| Greenleaf Trust |
4 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
4 |
| Accurate Wealth Management, LLC |
4 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Shelton Capital Management |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| Whitebox Mutual Funds |
4 |
| Avion Wealth |
4 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
| Personal Cfo Solutions, Llc |
4 |
| Cookson Peirce & Co Inc |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| Oak Thistle LLC |
4 |
| Wbi Investments, Inc. |
4 |
| Wayfinding Financial, LLC |
4 |
| Legato Capital Management LLC |
4 |
| Retirement Planning Group |
4 |
| Brinker Capital Inc |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| Horizon Investments, LLC |
4 |
| Assured Investment Management LLC |
4 |
| Cetera Advisors LLC |
4 |
| Clean Yield Group |
4 |
| Snowden Capital Advisors LLC |
4 |
| JNBA Financial Advisors |
4 |
| Corton Capital Inc. |
4 |
| FDx Advisors, Inc. |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Raleigh Capital Management Inc. |
4 |
| Ramsey Quantitative Systems |
4 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Tributary Capital Management, LLC |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
4 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
4 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| Cortina Asset Management, LLC |
4 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
4 |
| SECOR Capital Advisors, LP |
4 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
4 |
| Deprince Race & Zollo Inc |
4 |
| Gemmer Asset Management LLC |
4 |
| Everence Capital Management Inc |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
4 |
| LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
4 |
| WFG Advisors, LP |
4 |
| Vise Technologies, Inc. |
4 |
| WASHINGTON TRUST Co |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
4 |
| AMP Capital Investors Ltd |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| Convergence Investment Partners, LLC |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Ground Swell Capital, LLC |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
4 |
| Balboa Wealth Partners |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
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 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| FourThought Financial Partners, LLC |
4 |
| Axq Capital, Lp |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| ISAM Funds (UK) Ltd |
4 |
| Park Place Capital Corp |
4 |
| Headlands Technologies LLC |
4 |
| LGT Financial Advisors LLC |
4 |
| Kula Investments, LLC |
4 |
| Register Financial Advisors LLC |
4 |
| Rafferty Asset Management, LLC |
4 |
| Catalyst Capital Advisors LLC |
4 |
| Spark Investment Management LLC |
4 |
| Baldwin Brothers Inc/ma |
4 |
| General Motors Investment Management Corp |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| Advisors Preferred, LLC |
4 |
| V-Square Quantitative Management LLC |
4 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
4 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
| Invictus RG Pte. Ltd. |
4 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
4 |
| ORG Partners LLC |
4 |
| Wolverine Asset Management Llc |
4 |
| Cambria Investment Management, L.P. |
4 |
| SG Capital Management LLC |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| Interval Partners, LP |
4 |
| Parametrica Management Ltd |
4 |
| Gts Securities Llc |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Absolute Return Capital, LLC |
4 |
| Goelzer Investment Management, Inc. |
4 |
| PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| Arlington Trust Co LLC |
4 |
| Norden Group Llc |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Bailard, Inc. |
4 |
| Qrg Capital Management, Inc. |
4 |
| TD Waterhouse Canada Inc. |
4 |
| Vident Advisory, LLC |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| Signet Financial Management, Llc |
4 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| Private Wealth Management Group, LLC |
4 |
| Sachetta, LLC |
4 |
| Kemnay Advisory Services Inc. |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
| Calvert Investment Management, Inc. |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Ing Groep Nv |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
4 |
| Allstate Corp |
4 |
| nVerses Capital, LLC |
4 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| Sciencast Management LP |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
4 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
4 |
| LRI Investments, LLC |
4 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
4 |
| GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
4 |
| Wcm Investment Management, Llc |
4 |
| Glen Eagle Advisors, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Ashton Thomas Securities, Llc |
4 |
| Td Private Client Wealth Llc |
4 |
| Financial Management Professionals, Inc. |
4 |
| SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| Elyxium Wealth, LLC |
4 |
| Schonfeld Group Holdings LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
| HWAY - Themes ETF Trust - Themes US Infrastructure ETF |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
4 |
| Pine River Capital Management L.P. |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| Trust Co Of Toledo Na /oh/ |
4 |
| Riverhead Capital Management Llc |
4 |
| Fayez Sarofim & Co |
4 |
| R Squared Ltd |
4 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| Madison Investment Advisors, LLC |
4 |
| Hughes Financial Services, LLC |
4 |
| Jain Global LLC |
4 |
| VTL Associates, LLC |
4 |
| Catapult Capital Management Llc |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| Fieldview Capital Management, LLC |
4 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
4 |
| PharVision Advisers, LLC |
4 |
| Commonwealth Equity Services, Inc |
4 |
| RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
4 |
| RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
4 |
| Ballentine Partners, LLC |
4 |
| REAP Financial Group, LLC |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Sei Trust Co |
4 |
| Man Investments Ltd |
4 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| Enterprise Financial Services Corp |
4 |
| Brookfield Asset Management Inc. |
4 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| WPG Advisers, LLC |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| Harbour Capital Advisors, LLC |
4 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
4 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
4 |
| Xact Kapitalforvaltning AB |
4 |
| Etf Managers Group, Llc |
4 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
4 |
| Swiss Life Asset Management Ltd |
4 |
| Radnor Capital Management, LLC |
4 |
| Millburn Ridgefield Corp |
4 |
| Maple Securities Usa Inc |
4 |
| Torren Management, LLC |
4 |
| Ares Financial Consulting, LLC |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| Elkfork Partners LLC |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
| Teza Capital Management LLC |
4 |
| JJJ Advisors Inc. |
4 |
| Mason Street Advisors, Llc |
4 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
4 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
4 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
4 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Pinnacle Financial Partners, Inc. |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| Signature Equity Partners, LLC |
4 |
| Cerity Partners LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
| OP Asset Management Ltd |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| Guyasuta Investment Advisors Inc |
3 |
| Cable Hill Partners, LLC |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| Brant Point Investment Management Llc |
3 |
| Scientech Research LLC |
3 |
| Retirement Guys Formula Llc |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
| Eisler Capital Management Ltd. |
3 |
| Delaware Management Holdings, Inc. |
3 |
| RBF Capital, LLC |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| Colony Group, LLC |
3 |
| Smith Group Asset Management, LLC |
3 |
| Main Street Group, LTD |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Financial Architects, Inc |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
3 |
| Maven Securities LTD |
3 |
| EULAV Asset Management |
3 |
| Evoke Wealth, Llc |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| Css Llc/il |
3 |
| CNB Bank |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
| Hobbs Group Advisors, LLC |
3 |
| Sivia Capital Partners, LLC |
3 |
| FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class |
3 |
| Boston Advisors Llc |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| Profunds - Profund Vp Industrials |
3 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
| Profunds - Profund Vp Small-cap Growth |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| Abel Hall, LLC |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| Timber Hill LLC |
3 |
| Personal Wealth Partners |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
| Savior LLC |
3 |
| Chilton Investment Co Llc |
3 |
| JB Capital LLC |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Richardson Financial Services Inc. |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
3 |
| Bellwether Advisors, LLC |
3 |
| Vanguard Explorer Fund |
3 |
| Cynosure Management, Llc |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
3 |
| Zebra Capital Management LLC |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
3 |
| Dogwood Wealth Management LLC |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| TradeLink Capital LLC |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
3 |
| FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| WealthCollab, LLC |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| American Capital Advisory, LLC |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Caxton Associates Llp |
3 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| Kilter Group LLC |
3 |
| Invesco Dynamic Credit Opportunities Fund |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Park Square Financial Group, LLC |
3 |
| Cna Financial Corp |
3 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A |
3 |
| Advocacy Wealth Management Services, LLC |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| Westside Investment Management, Inc. |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
3 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
| NEXT Financial Group, Inc |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| King Luther Capital Management Corp |
3 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| Spring Creek Capital Llc |
3 |
| Fma Advisory Inc |
3 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
3 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
| Qtron Investments LLC |
3 |
| Cascade Financial Partners, LLC |
3 |
| National Planning Corp |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| Bain Capital Public Equity Management Ii, Llc |
3 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| Phillip James Consulting Co. |
3 |
| Invesco Bond Fund |
3 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
| First National Bank Of Omaha |
3 |
| Commerce Bank |
3 |
| Jefferies Financial Group Inc. |
3 |
| MidFirst Bank |
3 |
| Associated Banc-corp |
3 |
| HighPoint Advisor Group LLC |
3 |
| Front Street Capital Management, Inc. |
3 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
| FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
3 |
| Quest Capital Management Inc /adv |
3 |
| Alphagen Securities Llc |
3 |
| Placemark Investments, Inc. |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| Fiduciary Alliance LLC |
3 |
| Saturna Capital CORP |
3 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
3 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
3 |
| Lincoln National Corp |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Patten Group, Inc. |
3 |
| Baker Tilly Financial, Llc |
3 |
| Covenant Partners, LLC |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| Boston Private Bank & Trust Co |
3 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
3 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
3 |
| Mcguire Capital Advisors Inc |
3 |
| Dubuque Bank & Trust Co |
3 |
| Navellier & Associates Inc |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| Carmignac Gestion |
3 |
| AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
3 |
| YHB Investment Advisors, Inc. |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
| HighVista Strategies LLC |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| Transamerica Partners Funds Group |
3 |
| Westend Capital Management LLC |
3 |
| Highlander Capital Management, LLC |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Quantitative Investment Management, LLC |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| 111 Capital |
3 |
| New England Capital Financial Advisors LLC |
3 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
| First Personal Financial Services |
3 |
| JT Stratford LLC |
3 |
| Turner Investments, L.p. |
3 |
| STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
3 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
| Pacific Center for Financial Services |
3 |
| Bleakley Financial Group, LLC |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| Princeton Global Asset Management LLC |
3 |
| Front Row Advisors LLC |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| Kestra Investment Management, LLC |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| Vanguard Portfolio Management Llc |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Aviance Capital Management, Llc |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| Prospera Financial Services Inc |
3 |
| NatWest Group plc |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Qsemble Capital Management, LP |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
3 |
| Global X Management CO LLC |
3 |
| Cooper Creek Partners Management Llc |
3 |
| Scotia Capital Inc. |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Deere & Co |
3 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
3 |
| ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Curian Capital Llc |
3 |
| AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
3 |
| TFC Financial Management |
3 |
| Highline Wealth Partners Llc |
3 |
| Omnia Family Wealth, LLC |
3 |
| Capital International Investors |
3 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
3 |
| Westchester Capital Management, LLC |
3 |
| NewSquare Capital LLC |
3 |
| SageGuard Financial Group, LLC |
3 |
| SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Continuum Advisory, LLC |
3 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
3 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
3 |
| Anson Funds Management LP |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
3 |
| Fractal Investments LLC |
3 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
| Fideuram - Intesa Sanpaolo Private Banking S.p.a. |
3 |
| Haverford Trust Co |
3 |
| Erste Asset Management GmbH |
3 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
3 |
| Valeo Financial Advisors, LLC |
3 |
| River & Mercantile Asset Management Llp |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| Eaton Vance Senior Income Trust |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| Money Concepts Capital Corp |
3 |
| Next Capital Management LLC |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| Quilter Plc |
3 |
| Moore Capital Management, Lp |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| Confluence Wealth Services, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
3 |
| Fft Wealth Management Llc |
3 |
| CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
3 |
| Ajo, Lp |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
3 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
| Cornerstone Planning Group LLC |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| Numerai GP LLC |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
3 |
| Mork Capital Management, LLC |
3 |
| Readystate Asset Management Lp |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| Capital Bank & Trust Co |
3 |
| TrinityPoint Wealth, LLC |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
| World Asset Management Inc |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
| Point72 Middle East FZE |
3 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
3 |
| Anchor Capital Advisors Llc |
3 |
| Opal Wealth Advisors, LLC |
3 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
3 |
| Delta Lloyd Nv |
3 |
| Allegheny Financial Group LTD |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| Veritable, L.P. |
3 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
3 |
| JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
3 |
| Chartwell Investment Partners, Llc |
3 |
| KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| Evanson Asset Management, LLC |
3 |
| Symphony Asset Management Llc |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| Blackrock Multi-sector Income Trust |
3 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Donaldson Capital Management, Llc |
3 |
| Bowling Portfolio Management LLC |
3 |
| TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
3 |
| Prudent Man Advisors, LLC |
3 |
| Raymond James Trust N.a. |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| Carroll Financial Associates, Inc. |
3 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
| Journey Strategic Wealth Llc |
3 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
3 |
| Yorktown Management & Research Co Inc |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Griffin Asset Management, Inc. |
3 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
3 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
3 |
| Portolan Capital Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF |
3 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
| Americafirst Capital Management, Llc |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Xai Octagon Floating Rate & Alternative Income Term Trust |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
3 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| Change Path, LLC |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| Psagot Investment House Ltd. |
3 |
| First PREMIER Bank |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
| Janus Capital Management Llc |
3 |
| Forum Funds |
3 |
| RPG Investment Advisory, LLC |
3 |
| Isthmus Partners, Llc |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| HB Wealth Management, LLC |
3 |
| Jpmorgan Trust Iii |
3 |
| PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF |
3 |
| Turning Point Benefit Group, Inc. |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Capital Asset Advisory Services LLC |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| Qci Asset Management Inc/ny |
3 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
3 |
| Cartenna Capital, LP |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| Capital World Investors |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
3 |
| Reilly Financial Advisors, Llc |
3 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
3 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
| Skylands Capital, LLC |
3 |
| Fisher Asset Management, LLC |
3 |
| Pzena Investment Management Llc |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
3 |
| TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
3 |
| Vontobel Holding Ltd. |
3 |
| Comerica Securities,inc. |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| Forum Financial Management, LP |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| Private Ocean, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Evergreen Capital Management Llc |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
3 |
| Ameritas Investment Corp |
3 |
| New England Research & Management, Inc. |
3 |
| Phoenix Holdings Ltd. |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| CHICAGO TRUST Co NA |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| PENN SERIES FUNDS INC - Mid Core Value Fund |
3 |
| We Are One Seven, LLC |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
3 |
| Atlas Capital Advisors Llc |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| Simplicity Wealth,LLC |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| Six Circles Trust - Six Circles Global Bond Fund |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| True Link Financial Advisors, LLC |
3 |
| Inscription Capital, LLC |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| Fort, L.p. |
3 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
3 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| St Germain D J Co Inc |
3 |
| Hopwood Financial Services, Inc. |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| Impact Capital Partners LLC |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
3 |
| Empowered Funds, LLC |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| Blackrock Core Bond Trust |
3 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
3 |
| Atlantic Trust, LLC |
3 |
| APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
3 |
| Wealthfront Inc |
3 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
| Heartwood Wealth Advisors LLC |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| SkyOak Wealth, LLC |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| Psagot Value Holdings Ltd. / (Israel) |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
3 |
| Capital One, National Association |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| United Capital Financial Advisers, Llc |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| Eaton Vance Ltd Duration Income Fund |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
3 |
| Penn Capital Management Co Inc |
3 |
| Kempner Capital Management Inc. |
3 |
| Great Diamond Partners, LLC |
3 |
| Quaker Wealth Management, LLC |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Icon Advisers Inc/co |
3 |
| Aristides Capital LLC |
3 |
| Camarda Financial Advisors, LLC |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
3 |
| Cubic Asset Management, LLC |
3 |
| Banque Cantonale Vaudoise |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| Adalta Capital Management LLC |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
| Fruth Investment Management |
3 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
3 |
| Monarch Partners Asset Management LLC |
3 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| Alpha DNA Investment Management LLC |
3 |
| J. Goldman & Co LP |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
3 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
3 |
| Cape Investment Advisory, Inc. |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| R&F Capital Advisors LP |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
| Deerfield Management Company, L.p. (series C) |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
3 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
| Alpha Windward Llc |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| Financial Engines Advisors L.L.C. |
3 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
3 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
3 |
| Parcion Private Wealth LLC |
3 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
3 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
3 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
3 |
| Pitcairn Wealth Advisors LLC |
3 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| GW&K Investment Management, LLC |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
| DAVENPORT & Co LLC |
3 |
| Alyeska Investment Group, L.P. |
3 |
| Advantage Alpha Capital Partners LP |
3 |
| Brave Asset Management Inc |
3 |
| Gallo Partners, LP |
3 |
| WealthTrak Capital Management LLC |
3 |
| Neo Ivy Capital Management |
3 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| Transamerica Partners Portfolios |
3 |
| Freestone Capital Holdings, LLC |
3 |
| Reliance Trust Co Of Delaware |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| Adviser Investments LLC |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| Sawtooth Solutions, LLC |
3 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
3 |
| PFS Partners, LLC |
3 |
| West Paces Advisors Inc. |
3 |
| Cinctive Capital Management LP |
3 |
| Hanson & Doremus Investment Management |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| Integrated Quantitative Investments LLC |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| Resonant Capital Advisors, LLC |
3 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| Reynolds Capital Management Llc |
3 |
| DnB Asset Management AS |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| Archer Investment Corp |
3 |
| LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
3 |
| Anchor Investment Management, LLC |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| Silicon Valley Capital Partners |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| Capstone Series Fund Inc |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
| Corient IA LLC |
3 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| Leap Investments Lp |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| Transce3nd, LLC |
3 |
| Miracle Mile Advisors, LLC |
3 |
| Ostrum Asset Management |
3 |
| Signition Lp |
3 |
| Leeward Investments, LLC - MA |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Tradeworx Inc. |
3 |
| Hilltop Holdings Inc. |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| Westfield Capital Management Co Lp |
3 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
| F&C Asset Management plc |
3 |
| AlphaMark Advisors, LLC |
3 |
| Lecap Asset Management Ltd |
3 |
| Bear Mountain Capital, Inc. |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| DT Investment Partners, LLC |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| Redwood Investment Management, Llc |
3 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
3 |
| First Bank & Trust |
3 |
| Consolidated Planning Corp |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| Cetera Trust Company, N.A |
3 |
| Fiera Capital Corp |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| Mirova |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
3 |
| American National Bank |
3 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
3 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| Parisi Gray Wealth Management |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| BBT Capital Management, LLC |
3 |
| Wilen Investment Management Corp. |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
3 |
| Investors Research Corp |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
3 |
| Rossby Financial, LCC |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Artemis Investment Management LLP |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| Cornerstone Financial Management LLC |
3 |
| Hartford Investment Management Co |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Kozak & Associates, Inc. |
3 |
| Truewealth Llc |
3 |
| Morningstar Investment Services LLC |
3 |
| NorthCoast Asset Management LLC |
3 |
| Orion Capital Management LLC |
3 |
| Capital A Wealth Management, LLC |
3 |
| Enlightenment Research, LLC |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class |
3 |
| Southernsun Asset Management, Llc |
3 |
| CAPROCK Group, Inc. |
3 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
3 |
| Whitebox Advisors Llc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| Peak6 Llc |
3 |
| Caption Management, LLC |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| Athanor Capital, Lp |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Laird Norton Trust Company, Llc |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| Atom Investors LP |
3 |
| Nia Impact Advisors, Llc |
3 |
| Campbell Multi-strategy Trust |
3 |
| Strategic Global Advisors, LLC |
3 |
| Passport Capital, LLC |
3 |
| Glenview Trust Co |
3 |
| Abich Financial Wealth Management LLC |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
| Agf Management Ltd |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| Brasada Capital Management, Lp |
3 |
| AXA Investment Managers S.A. |
3 |
| Penserra Capital Management LLC |
3 |
