| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
26 |
| Morgan Stanley |
25 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
25 |
| Tower Research Capital LLC (TRC) |
23 |
| Citadel Advisors Llc |
23 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
23 |
| Deutsche Bank Ag\ |
22 |
| UBS Group AG |
22 |
| Jpmorgan Chase & Co |
22 |
| Renaissance Technologies Llc |
22 |
| Citigroup Inc |
22 |
| Wells Fargo & Company/mn |
22 |
| Susquehanna International Group, Llp |
22 |
| Royal Bank Of Canada |
21 |
| Barclays Plc |
21 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
21 |
| SG Americas Securities, LLC |
20 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
20 |
| BlackRock, Inc. |
20 |
| Bank Of America Corp /de/ |
20 |
| Proequities, Inc. |
20 |
| Bnp Paribas Arbitrage, Sa |
20 |
| Goldman Sachs Group Inc |
20 |
| Fmr Llc |
20 |
| Geode Capital Management, Llc |
20 |
| Bank of New York Mellon Corp |
20 |
| Vanguard Group Inc |
19 |
| Millennium Management Llc |
19 |
| Acadian Asset Management Llc |
19 |
| Creative Planning |
19 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
19 |
| American International Group, Inc. |
19 |
| Pnc Financial Services Group, Inc. |
19 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
19 |
| IFP Advisors, Inc |
19 |
| Ameriprise Financial Inc |
18 |
| Advisor Group Holdings, Inc. |
18 |
| Jane Street Group, Llc |
18 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
18 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
18 |
| D. E. Shaw & Co., Inc. |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
18 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
18 |
| Credit Suisse Ag/ |
18 |
| Rhumbline Advisers |
18 |
| Wolverine Trading, Llc |
18 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
18 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
18 |
| State Street Corp |
18 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
18 |
| California Public Employees Retirement System |
18 |
| Invesco Ltd. |
18 |
| Huntington National Bank |
18 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
18 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
18 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
18 |
| New York State Common Retirement Fund |
18 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
18 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
18 |
| Northern Trust Corp |
18 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
18 |
| Charles Schwab Investment Management Inc |
17 |
| Royce & Associates Lp |
17 |
| Oxford Asset Management Llp |
17 |
| Bank Of Montreal /can/ |
17 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
17 |
| Manufacturers Life Insurance Company, The |
17 |
| Two Sigma Advisers, Lp |
17 |
| Aqr Capital Management Llc |
17 |
| Two Sigma Investments, Lp |
17 |
| Gsa Capital Partners Llp |
17 |
| Northwestern Mutual Wealth Management Co |
17 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
17 |
| California State Teachers Retirement System |
17 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
17 |
| Strs Ohio |
17 |
| Dimensional Fund Advisors Lp |
17 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
17 |
| Panagora Asset Management Inc |
17 |
| Metropolitan Life Insurance Co/ny |
17 |
| Group One Trading, L.p. |
17 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
17 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
17 |
| Ubs Ag |
17 |
| Kcg Holdings, Inc. |
16 |
| Legal & General Group Plc |
16 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
| Virtu Financial LLC |
16 |
| Russell Investments Group, Ltd. |
16 |
| Victory Capital Management Inc |
16 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
16 |
| Hrt Financial Lp |
16 |
| Simplex Trading, Llc |
16 |
| Marshall Wace, Llp |
16 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
16 |
| Advisory Services Network, LLC |
16 |
| O'shaughnessy Asset Management, Llc |
16 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
16 |
| Cwm, Llc |
16 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
16 |
| American Century Companies Inc |
16 |
| Bessemer Group Inc |
16 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
16 |
| MetLife Investment Management, LLC |
16 |
| Parametric Portfolio Associates Llc |
16 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
16 |
| Walleye Trading LLC |
16 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
16 |
| Raymond James Financial Inc |
16 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
16 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
16 |
| Signaturefd, Llc |
16 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
16 |
| Ladenburg Thalmann Financial Services Inc |
16 |
| Principal Funds Inc |
16 |
| Amalgamated Bank |
16 |
| Algert Global Llc |
16 |
| Pacer Advisors, Inc. |
16 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
16 |
| Price T Rowe Associates Inc /md/ |
16 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
16 |
| Walleye Capital LLC |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
15 |
| Comerica Bank |
15 |
| State Board Of Administration Of Florida Retirement System |
15 |
| Stifel Financial Corp |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
15 |
| Glenmede Trust Co Na |
15 |
| Teacher Retirement System Of Texas |
15 |
| Voya Investment Management Llc |
15 |
| Allspring Global Investments Holdings, LLC |
15 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
15 |
| Nuveen Asset Management, LLC |
15 |
| BlackRock Advisors LLC |
15 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
15 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
15 |
| Alliancebernstein L.p. |
15 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
15 |
| Nisa Investment Advisors, Llc |
15 |
| Public Employees Retirement System Of Ohio |
15 |
| Qube Research & Technologies Ltd |
15 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
15 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
15 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
15 |
| State Of Wisconsin Investment Board |
15 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
15 |
| Wellington Management Group Llp |
15 |
| Federated Hermes, Inc. |
15 |
| Cutler Group LP |
15 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
15 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
15 |
| Cubist Systematic Strategies, LLC |
15 |
| Prelude Capital Management, Llc |
15 |
| Us Bancorp \de\ |
15 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
15 |
| Hsbc Holdings Plc |
15 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
15 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
15 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
15 |
| Laurion Capital Management LP |
15 |
| Verition Fund Management LLC |
15 |
| Squarepoint Ops LLC |
15 |
| Sei Investments Co |
15 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
15 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
14 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
14 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
14 |
| Jump Financial, LLC |
14 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
14 |
| Paloma Partners Management Co |
14 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
14 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
14 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
14 |
| Nomura Holdings Inc |
14 |
| LPL Financial LLC |
14 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
14 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
14 |
| First Trust Advisors Lp |
14 |
| Quadrant Capital Group Llc |
14 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
14 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
14 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
14 |
| BlackRock Fund Advisors |
14 |
| Vanguard Index Funds |
14 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
14 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
14 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
14 |
| Trexquant Investment LP |
14 |
| Envestnet Asset Management Inc |
14 |
| PDT Partners, LLC |
14 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
14 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
14 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
14 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
14 |
| Lazard Asset Management Llc |
14 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
14 |
| Engineers Gate Manager LP |
14 |
| Dynamic Technology Lab Private Ltd |
14 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
14 |
| Parallax Volatility Advisers, L.P. |
14 |
| Prudential Financial Inc |
14 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
14 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
14 |
| Quantbot Technologies LP |
14 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
14 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
14 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
14 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
14 |
| Swiss National Bank |
14 |
| Raymond James & Associates |
14 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
14 |
| Guggenheim Capital Llc |
14 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
14 |
| Great West Life Assurance Co /can/ |
14 |
| Balyasny Asset Management Llc |
14 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
14 |
| BlackRock Institutional Trust Company, N.A. |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
13 |
| Nationwide Fund Advisors |
13 |
| Ancora Advisors, LLC |
13 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
13 |
| Macquarie Group Ltd |
13 |
| XTX Topco Ltd |
13 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
13 |
| Principal Financial Group Inc |
13 |
| Parallel Advisors, LLC |
13 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
13 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
13 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
13 |
| Ellevest, Inc. |
13 |
| Sterling Capital Management LLC |
13 |
| Lindbrook Capital, Llc |
13 |
| SBI Securities Co., Ltd. |
13 |
| Ubs Asset Management Americas Inc |
13 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
13 |
| Allworth Financial LP |
13 |
| ExodusPoint Capital Management, LP |
13 |
| Tiaa Cref Investment Management Llc |
13 |
| KBC Group NV |
13 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
13 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
13 |
| Janney Montgomery Scott LLC |
13 |
| Commonwealth Equity Services, Llc |
13 |
| BlackRock Investment Management, LLC |
13 |
| GAMMA Investing LLC |
13 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
| Arizona State Retirement System |
13 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
13 |
| ProShare Advisors LLC |
13 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
13 |
| HighTower Advisors, LLC |
13 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
13 |
| Man Group plc |
13 |
| Fuller & Thaler Asset Management, Inc. |
13 |
| Tudor Investment Corp Et Al |
13 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
13 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
13 |
| Winton Capital Group Ltd |
13 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
13 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
13 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
13 |
| Arrowstreet Capital, Limited Partnership |
13 |
| Advisor Group, Inc. |
13 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
13 |
| Ameritas Investment Partners, Inc. |
13 |
| Thrivent Financial For Lutherans |
13 |
| Jacobs Levy Equity Management, Inc |
13 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
13 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
13 |
| Franklin Resources Inc |
13 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
13 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
13 |
| Covestor Ltd |
13 |
| EverSource Wealth Advisors, LLC |
13 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
13 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
13 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
13 |
| Spark Investment Management LLC |
13 |
| Captrust Financial Advisors |
13 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
13 |
| TCI Wealth Advisors, Inc. |
13 |
| Los Angeles Capital Management Llc |
13 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
13 |
| Schonfeld Strategic Advisors LLC |
13 |
| Point72 Hong Kong Ltd |
13 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
13 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
13 |
| Russell Frank Co/ |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
13 |
| Meeder Asset Management Inc |
13 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
13 |
| Jefferies Group LLC |
13 |
| Two Sigma Securities, Llc |
13 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
12 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
12 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
12 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
12 |
| Massmutual Trust Co Fsb/adv |
12 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
12 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
12 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
12 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
12 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
12 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
12 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
12 |
| Janus Henderson Group Plc |
12 |
| Gotham Asset Management, LLC |
12 |
| BlueCrest Capital Management Ltd |
12 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
12 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
12 |
| MetLife Securities, Inc |
12 |
| First Manhattan Co |
12 |
| Hillsdale Investment Management Inc. |
12 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
12 |
| Connor, Clark & Lunn Investment Management Ltd. |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
12 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
12 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
12 |
| Fifth Third Bancorp |
12 |
| Neuberger Berman Group LLC |
12 |
| GWM Advisors LLC |
12 |
| Boothbay Fund Management, Llc |
12 |
| Zacks Investment Management |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
12 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
12 |
| Quadrature Capital Ltd |
12 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
12 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
12 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
12 |
| Susquehanna Fundamental Investments, Llc |
12 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
12 |
| Raymond James Financial Services Advisors, Inc. |
12 |
| Allianz Asset Management GmbH |
12 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
12 |
| Mackenzie Financial Corp |
12 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
12 |
| Teachers Advisors, Llc |
12 |
| Cresset Asset Management, LLC |
12 |
| New York State Teachers Retirement System |
12 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
12 |
| Nuveen, LLC |
12 |
| Global Retirement Partners, LLC |
12 |
| Versant Capital Management, Inc |
12 |
| Police & Firemen's Retirement System of New Jersey |
12 |
| Corebridge Financial, Inc. |
12 |
| Menta Capital Llc |
12 |
| Parkside Financial Bank & Trust |
12 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
12 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
12 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
12 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
12 |
| Eaton Vance Ltd Duration Income Fund |
12 |
| American Portfolios Advisors |
12 |
| Norges Bank |
12 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
12 |
| True Wealth Design, LLC |
12 |
| Steward Partners Investment Advisory, Llc |
12 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
12 |
| A.R.T. Advisors, LLC |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
12 |
| EAM Investors, LLC |
12 |
| Ronald Blue Trust, Inc. |
12 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
12 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
12 |
| LMR Partners LLP |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
12 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
12 |
| Loomis Sayles & Co L P |
12 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
12 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
12 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
12 |
| Wolverine Asset Management Llc |
12 |
| Ground Swell Capital, LLC |
12 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
12 |
| Aquatic Capital Management LLC |
12 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
12 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
12 |
| State of Wyoming |
12 |
| Putnam Investments Llc |
12 |
| Capital Performance Advisors Llp |
12 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
12 |
| BlackRock Group LTD |
12 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
12 |
| Blackrock Debt Strategies Fund, Inc. |
12 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
12 |
| Aigen Investment Management, Lp |
12 |
| Geneos Wealth Management Inc. |
12 |
| Acrospire Investment Management LLC |
12 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
12 |
| Occudo Quantitative Strategies Lp |
12 |
| Ensign Peak Advisors, Inc |
12 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
12 |
| Blackrock Ltd Duration Income Trust |
11 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
11 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
11 |
| Calamos Advisors LLC |
11 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
11 |
| Ergoteles LLC |
11 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
11 |
| D.a. Davidson & Co. |
11 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
11 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
11 |
| Natixis Advisors, L.p. |
11 |
| Aperio Group, LLC |
11 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
11 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
11 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
11 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
11 |
| Tfs Capital Investment Trust |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
11 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
11 |
| Y-Intercept (Hong Kong) Ltd |
11 |
| CoreCap Advisors, LLC |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
11 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
11 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
11 |
| Centiva Capital, LP |
11 |
| Marshall Wace North America L.P. |
11 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
11 |
| Federation des caisses Desjardins du Quebec |
11 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
| Invesco Bond Fund |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
| Thompson Davis & Co., Inc. |
11 |
| Public Employees Retirement Association Of Colorado |
11 |
| Martingale Asset Management L P |
11 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
11 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
11 |
| Bokf, Na |
11 |
| Rothschild Investment Llc |
11 |
| Alpine Global Management, LLC |
11 |
| Sowell Financial Services LLC |
11 |
| Graham Capital Management, L.P. |
11 |
| Assenagon Asset Management S.A. |
11 |
| Clear Street Markets Llc |
11 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
11 |
| State of New Jersey Common Pension Fund D |
11 |
| Eaton Vance Senior Income Trust |
11 |
| Rockefeller Capital Management L.P. |
11 |
| Sofos Investments, Inc. |
11 |
| College Retirement Equities Fund |
11 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
11 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
11 |
| First Quadrant L P/ca |
11 |
| PEAK6 Investments LLC |
11 |
| Vanguard World Fund |
11 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
11 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
11 |
| Quarry LP |
11 |
| Assetmark, Inc |
11 |
| Quantamental Technologies LLC |
11 |
| SECOR Capital Advisors, LP |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
11 |
| Glassman Wealth Services |
11 |
| Hartland & Co., LLC |
11 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
11 |
| Voloridge Investment Management, Llc |
11 |
| Atria Investments Llc |
11 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
11 |
| Fox Run Management, L.l.c. |
11 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
11 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
11 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
11 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
11 |
| Baird Financial Group, Inc. |
11 |
| National Asset Management, Inc. |
11 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
11 |
| Magnetar Financial LLC |
11 |
| Whittier Trust Co |
11 |
| Umb Bank N A/mo |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| National Bank Of Canada /fi/ |
11 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
11 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
11 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
11 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
11 |
| Gamco Investors, Inc. Et Al |
11 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
11 |
| Public Sector Pension Investment Board |
11 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
11 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
11 |
| Cetera Advisor Networks LLC |
11 |
| Canada Pension Plan Investment Board |
11 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
11 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
11 |
| QS Investors, LLC |
11 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
11 |
| Kennedy Capital Management, Inc. |
11 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
11 |
| Blair William & Co/il |
11 |
| Point72 (DIFC) Ltd |
10 |
| Campbell & CO Investment Adviser LLC |
10 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
10 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
10 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
| Blackrock Credit Allocation Income Trust |
10 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
10 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
10 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
10 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
10 |
| Natixis |
10 |
| Jones Financial Companies Lllp |
10 |
| Private Advisor Group, LLC |
10 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
10 |
| Amalgamated Financial Corp. |
10 |
| OMERS ADMINISTRATION Corp |
10 |
| Mason Street Advisors, Llc |
10 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
| FDx Advisors, Inc. |
10 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
10 |
| Mariner, LLC |
10 |
| Bridgeway Capital Management Inc |
10 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
10 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
10 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| Advanced Series Trust - Ast High Yield Portfolio |
10 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
10 |
| Ellington Management Group Llc |
10 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
10 |
| Keybank National Association/oh |
10 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
10 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
10 |
| Maryland State Retirement & Pension System |
10 |
| Ajo, Lp |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
10 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
10 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
10 |
| Bell Investment Advisors, Inc |
10 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
10 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
10 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
10 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
10 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
10 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
10 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
10 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
10 |
| First Horizon Advisors, Inc. |
10 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
10 |
| Emerald Acquisition Ltd. |
10 |
| Nomura Asset Management Co Ltd |
10 |
| State Farm Variable Product Trust |
10 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
10 |
| Spire Wealth Management |
10 |
| PENN SERIES FUNDS INC - International Equity Fund |
10 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
10 |
| M&t Bank Corp |
10 |
| Lord, Abbett & Co. Llc |
10 |
| Healthcare Of Ontario Pension Plan Trust Fund |
10 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
10 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
10 |
| CIBC Private Wealth Group, LLC |
10 |
| Mirae Asset Global Investments Co., Ltd. |
10 |
| Point72 Asset Management, L.P. |
10 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
10 |
| Coldstream Capital Management Inc |
10 |
| Baker Avenue Asset Management, LP |
10 |
| Polar Asset Management Partners Inc. |
10 |
| Vantagepoint Funds |
10 |
| Schroder Investment Management Group |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
10 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
10 |
| Benjamin F. Edwards & Company, Inc. |
10 |
| Oppenheimer Asset Management Inc. |
10 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
10 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
10 |
| Toronto Dominion Bank |
10 |
| Atom Investors LP |
10 |
| Virginia Retirement Systems Et Al |
10 |
| Quantinno Capital Management LP |
10 |
| MUFG Americas Holdings Corp |
10 |
| Blueshift Asset Management, LLC |
10 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
10 |
| Axa S.a. |
10 |
| Piedmont Investment Advisors Llc |
10 |
| Empowered Funds, LLC |
10 |
| Cerity Partners LLC |
10 |
| Cornercap Investment Counsel Inc |
10 |
| Tiaa-cref Funds |
10 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
10 |
| Hartford Mutual Funds Inc/ct |
10 |
| MAI Capital Management |
10 |
| SRS Capital Advisors, Inc. |
10 |
| FNY Investment Advisers, LLC |
10 |
| Weiss Strategic Interval Fund |
10 |
| Old Mission Capital Llc |
10 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
| Tfs Capital Llc |
10 |
| Caitong International Asset Management Co., Ltd |
10 |
| PEAK6 Investments, L.P. |
10 |
| Td Asset Management Inc |
10 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
10 |
| AdvisorNet Financial, Inc |
10 |
| Wealthspire Advisors, L.P. |
10 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
10 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
10 |
| Proficio Capital Partners LLC |
10 |
| Holocene Advisors, LP |
10 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
10 |
| Exchange Traded Concepts, Llc |
10 |
| Petrus Trust Company, LTA |
10 |
| Pinnacle Wealth Planning Services, Inc. |
10 |
| Gabelli Funds Llc |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
10 |
| MBEQX - M FUND INC - M International Equity Fund |
10 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
10 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
10 |
| Stone Ridge Asset Management LLC |
10 |
| EntryPoint Capital, LLC |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| United Services Automobile Association |
10 |
| Skopos Labs, Inc. |
10 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
10 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
10 |
| State of Tennessee, Treasury Department |
10 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
10 |
| Alambic Investment Management, L.P. |
10 |
| Eaton Vance Management |
10 |
| Caxton Associates Lp |
10 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
10 |
| Mutual Of America Capital Management Llc |
10 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
10 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
10 |
| Alliancebernstein Global High Income Fund Inc |
10 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
10 |
| Brown Advisory Inc |
10 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
10 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
10 |
| Farther Finance Advisors, LLC |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
10 |
| Credit Agricole S A |
10 |
| Brown Brothers Harriman & Co |
10 |
| Itau Unibanco Holding S.A. |
10 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
10 |
| Texas Permanent School Fund |
10 |
| Orion Portfolio Solutions, LLC |
10 |
| Belpointe Asset Management LLC |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| Calamos Global Dynamic Income Fund |
10 |
| Truist Financial Corp |
10 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
10 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
10 |
| State Farm Mutual Fund Trust |
10 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
10 |
| PineBridge Investments, L.P. |
10 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
10 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
10 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
9 |
| Great Lakes Advisors, Llc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
9 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
9 |
| Plante Moran Financial Advisors, LLC |
9 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
9 |
| GAM Holding AG |
9 |
| Aviva Plc |
9 |
| BDO Wealth Advisors, LLC |
9 |
| Csenge Advisory Group |
9 |
| Crossmark Global Holdings, Inc. |
9 |
| Boston Partners |
9 |
| FORA Capital, LLC |
9 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
9 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
9 |
| Capstone Investment Advisors, Llc |
9 |
| Legato Capital Management LLC |
9 |
| Bailard, Inc. |
9 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
9 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
9 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
9 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
9 |
| Eaton Vance Floating-rate Income Trust |
9 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
9 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
9 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
9 |
| Rydex Etf Trust |
9 |
| Avion Wealth |
9 |
| Capital Fund Management S.a. |
9 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
| TD Waterhouse Canada Inc. |
9 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
9 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
9 |
| DekaBank Deutsche Girozentrale |
9 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
9 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
9 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
9 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
9 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
9 |
| CENTRAL TRUST Co |
9 |
| Municipal Employees' Retirement System of Michigan |
9 |
| Eaton Vance Senior Floating Rate Trust |
9 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
9 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
9 |
| Driehaus Capital Management Llc |
9 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
9 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
9 |
| Alphacrest Capital Management Llc |
9 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
9 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
9 |
| Innealta Capital, Llc |
9 |
| Advisors Asset Management, Inc. |
9 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
9 |
| James Investment Research Inc |
9 |
| Hancock Whitney Corp |
9 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
9 |
| Blackrock Corporate High Yield Fund, Inc. |
9 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
9 |
| Mercer Global Advisors Inc /adv |
9 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
9 |
| Profund Advisors Llc |
9 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
9 |
| Howe & Rusling Inc |
9 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
9 |
| 1832 Asset Management L.P. |
9 |
| Quantitative Systematic Strategies LLC |
9 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
9 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
9 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
9 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
9 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
9 |
| Brandywine Global Investment Management, LLC |
9 |
| Catalyst Capital Advisors LLC |
9 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
9 |
| Hutchin Hill Capital, LP |
9 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
9 |
| Amundi |
9 |
| Globeflex Capital L P |
9 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
9 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
9 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
9 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
9 |
| Rafferty Asset Management, LLC |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
9 |
| Louisiana State Employees Retirement System |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
9 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
9 |
| Quest Partners LLC |
9 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
9 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
9 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
9 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
9 |
| Oppenheimer Etf Trust |
9 |
| Bogle Investment Management L P /de/ |
9 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
9 |
| Seacrest Wealth Management, Llc |
9 |
| nVerses Capital, LLC |
9 |
| Cornerstone Capital Management Holdings Llc. |
9 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
9 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
9 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
9 |
| Hbk Investments L P |
9 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
9 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
9 |
| Dark Forest Capital Management Lp |
9 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
| Segall Bryant & Hamill, Llc |
9 |
| Savant Capital, LLC |
9 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
9 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
9 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
9 |
| Mml Investors Services, Llc |
9 |
| Lsv Asset Management |
9 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
9 |
| Bayesian Capital Management, LP |
9 |
| Alps Advisors Inc |
9 |
| Thompson Siegel & Walmsley Llc |
9 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
9 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
9 |
| Vident Investment Advisory, LLC |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
9 |
| NEXT Financial Group, Inc |
9 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
9 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
9 |
| Cetera Investment Advisers |
9 |
| Hudson Bay Capital Management LP |
9 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
9 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
9 |
| Delpha Capital Management, Llc |
9 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
9 |
| Larson Financial Group LLC |
9 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
9 |
| Calamos Strategic Total Return Fund |
9 |
| Berman Capital Advisors, LLC |
9 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
9 |
| ClariVest Asset Management LLC |
9 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
9 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
9 |
| Hm Payson & Co |
9 |
| CWM Advisors, LLC |
9 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
9 |
| Pictet Asset Management Ltd |
9 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
9 |
| International Assets Investment Management, Llc |
9 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
9 |
| Weiss Multi-Strategy Advisers LLC |
9 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
9 |
| Oregon Public Employees Retirement Fund |
9 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
9 |
| CI Private Wealth, LLC |
9 |
| RidgeWorth Capital Management LLC |
9 |
| State of Alaska, Department of Revenue |
9 |
| Trust Co Of Vermont |
9 |
| Penserra Capital Management LLC |
9 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
9 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
9 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
9 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
9 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
9 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
9 |
| Brevan Howard Capital Management LP |
9 |
| Ing Groep Nv |
9 |
| Klp Kapitalforvaltning As |
9 |
| Point72 Middle East FZE |
9 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
9 |
| Vantage Consulting Group Inc |
9 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
9 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
9 |
| Smithfield Trust Co |
9 |
| JustInvest LLC |
9 |
| Money Concepts Capital Corp |
9 |
| AE Wealth Management LLC |
9 |
| FIL Ltd |
9 |
| AHL Partners LLP |
9 |
| Alberta Investment Management Corp |
9 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
| Harbour Investments, Inc. |
9 |
| Massachusetts Financial Services Co /ma/ |
9 |
| Jane Street Holding, LLC |
9 |
| Valeo Financial Advisors, LLC |
9 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
9 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
9 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
9 |
| Mount Yale Investment Advisors, LLC |
9 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
9 |
| Cordant, Inc. |
8 |
| Fred Alger Management, Llc |
8 |
| Blackrock Core Bond Trust |
8 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
8 |
| Vestcor Inc |
8 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
8 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
8 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
8 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
8 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
8 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
8 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
8 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
| Barings Llc |
8 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
8 |
| CIBC World Markets Inc. |
8 |
| Commerce Bank |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
8 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
8 |
| Vanguard Horizon Funds |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
8 |
| Managed Account Advisors Llc |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
8 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
8 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
8 |
| Private Trust Co Na |
8 |
| Bartlett & Co. LLC |
8 |
| Alyeska Investment Group, L.P. |
8 |
| Oppenheimer Funds Inc |
8 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
8 |
| Associated Banc-corp |
8 |
| Kornitzer Capital Management Inc /ks |
8 |
| IndexIQ Advisors LLC |
8 |
| Deere & Co |
8 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
8 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
8 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| Profunds - Profund Vp Ultrasmall-cap |
8 |
| Irish Life Investment Managers Ltd. |
8 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
8 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
8 |
| Whittier Trust Co Of Nevada Inc |
8 |
| Asset Management One Co., Ltd. |
8 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
8 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
8 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
8 |
| Profunds - Profund Vp Small-cap |
8 |
| Sawtooth Solutions, LLC |
8 |
| Boston Private Wealth Llc |
8 |
| Nebula Research & Development LLC |
8 |
| Diversified Trust Co |
8 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
8 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
8 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
8 |
| Amundi Pioneer Asset Management Inc |
8 |
| J. Goldman & Co LP |
8 |
| Ubs Oconnor Llc |
8 |
| Venturi Wealth Management, LLC |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
8 |
| Lenox Wealth Advisors, LLC |
8 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
8 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
8 |
| Highbridge Capital Management Llc |
8 |
| Intech Investment Management Llc |
8 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
8 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
8 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
8 |
| First Hawaiian Bank |
8 |
| Gradient Investments LLC |
8 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
8 |
| Suntrust Banks Inc |
8 |
| Treasurer of the State of North Carolina |
8 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
8 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
8 |
| Tocqueville Asset Management L.p. |
8 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
8 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
8 |
| Versor Investments LP |
8 |
| DAVENPORT & Co LLC |
8 |
| Bay Harbor Wealth Management, LLC |
8 |
| Koshinski Asset Management, Inc. |
8 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
8 |
| Wealth Enhancement Advisory Services, Llc |
8 |
| Commonwealth Bank Of Australia |
8 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
8 |
| Teza Capital Management LLC |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
8 |
| Park Avenue Securities Llc |
8 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
8 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
8 |
| Prudential Plc |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
8 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
8 |
| Everence Capital Management Inc |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
8 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
| Van Eck Associates Corp |
8 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
8 |
| Mackay Shields Llc |
8 |
| Farmers & Merchants Investments Inc |
8 |
| Nuveen Credit Strategies Income Fund |
8 |
| Lee Financial Co |
8 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
8 |
| Bank Of Nova Scotia |
8 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
8 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
8 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
8 |
| Sunbelt Securities, Inc. |
8 |
| Janus Capital Management Llc |
8 |
| Spot Trading L.L.C |
8 |
| Teton Advisors, Inc. |
8 |
| Creative Financial Designs Inc /adv |
8 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
8 |
| Private Capital Group, LLC |
8 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
8 |
| Handelsbanken Fonder AB |
8 |
| Calamos Dynamic Convertible & Income Fund |
8 |
| BNP Paribas Asset Management Holding S.A. |
8 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
8 |
| Meridian Wealth Partners, LLC |
8 |
| Diametric Capital, LP |
8 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
8 |
| VTL Associates, LLC |
8 |
| Erste Asset Management GmbH |
8 |
| Catalyst Funds Management Pty Ltd |
8 |
| Summit Trail Advisors, Llc |
8 |
| Aster Capital Management (DIFC) Ltd |
8 |
| Calamos Convertible & High Income Fund |
8 |
| Financial Advocates Investment Management |
8 |
| First Republic Investment Management, Inc. |
8 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
8 |
| Caption Management, LLC |
8 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
8 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
8 |
| Numeric Investors Llc |
8 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
8 |
| Chicago Equity Partners Llc |
8 |
| Pictet Asset Management Sa |
8 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
8 |
| Brinker Capital Investments, LLC |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| Dupont Capital Management Corp |
8 |
| Calamos Convertible Opportunities & Income Fund |
8 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
8 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
8 |
| Utah Retirement Systems |
8 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
8 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
8 |
| Twin Tree Management, LP |
8 |
| Point72 Asia (Singapore) Pte. Ltd. |
8 |
| Blackrock Multi-sector Income Trust |
8 |
| Northern Trust Co Of Connecticut |
8 |
| Flagship Harbor Advisors, Llc |
8 |
| Oppenheimer & Co Inc |
8 |
| Bartlett & Co. Wealth Management Llc |
8 |
| Smartleaf Asset Management LLC |
8 |
| Principal Securities, Inc. |
8 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
8 |
| Paradigm Asset Management Co Llc |
8 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
8 |
| Seven Eight Capital, Lp |
8 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
8 |
| Fortitude Family Office, LLC |
8 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
8 |
| Putnam Master Intermediate Income Trust |
8 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
8 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
8 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
8 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
| Johnson Financial Group, Inc. |
8 |
| Weiss Asset Management LP |
8 |
| Pictet Asset Management Holding SA |
8 |
| Sciencast Management LP |
8 |
| Nbc Securities, Inc. |
8 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
8 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
8 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
8 |
| Ethic Inc. |
8 |
| Corton Capital Inc. |
8 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
8 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
8 |
| Rehmann Capital Advisory Group |
8 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
8 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
8 |
| Assured Investment Management LLC |
8 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
8 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
8 |
| Steward Financial Group LLC |
8 |
| Yousif Capital Management, Llc |
8 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
8 |
| Cipher Capital LP |
8 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
8 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
8 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
8 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
8 |
| Regions Financial Corp |
8 |
| Valley National Advisers Inc |
8 |
| Pnc Funds |
8 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
8 |
| Rise Advisors, LLC |
8 |
| Nordea Investment Management Ab |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
8 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
8 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
8 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
8 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
7 |
| APG Asset Management N.V. |
7 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
7 |
| Standard Life Aberdeen plc |
7 |
| Jain Global LLC |
7 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
7 |
| Financial Management Professionals, Inc. |
7 |
| Synovus Financial Corp |
7 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
7 |
| Parkworth Wealth Management, Inc. |
7 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
7 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
7 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
7 |
| William Blair Investment Management, Llc |
7 |
| Intrinsic Edge Capital Management LLC |
7 |
| Ontario Teachers Pension Plan Board |
7 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
7 |
| ETRADE Capital Management LLC |
7 |
| Pendal Group Ltd |
7 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
7 |
| Kestra Advisory Services, LLC |
7 |
| Cigna Investments Inc /new |
7 |
| Earnest Partners Llc |
7 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
| Capital Advisors, Ltd. LLC |
7 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
7 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
7 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
7 |
| Hanseatic Management Services Inc |
7 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
7 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
7 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
7 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
7 |
| Kanaly Trust Co |
7 |
| Mirabella Financial Services Llp |
7 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
7 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
7 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
7 |
| State Of Michigan Retirement System |
7 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
7 |
| Airain ltd |
7 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
7 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
7 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
7 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
7 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
7 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
7 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
| Shine Investment Advisory Services Inc |
7 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
7 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
7 |
| NumerixS Investment Technologies Inc |
7 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
7 |
| Claris Advisors, Llc / Mo / |
7 |
| Schubert & Co |
7 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
7 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
7 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
7 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
7 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
7 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
7 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
7 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
7 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
7 |
| Invictus RG |
7 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
| Cooper Creek Partners Management Llc |
7 |
| First Horizon Corp |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
7 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
7 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
7 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
7 |
| Td Private Client Wealth Llc |
7 |
| Employees Retirement System of Texas |
7 |
| Oak Thistle LLC |
7 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
7 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
7 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
| Stevens Capital Management Lp |
7 |
| Pathstone Family Office, Llc |
7 |
| Mfs Charter Income Trust |
7 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
7 |
| Jennison Associates Llc |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
7 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
7 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
7 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
7 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
7 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
7 |
| Global Financial Private Client, LLC |
7 |
| ORG Partners LLC |
7 |
| Investors Research Corp |
7 |
| FNY Managed Accounts LLC |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
7 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
7 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
7 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
7 |
| Headlands Technologies LLC |
7 |
| Bridgewater Associates, LP |
7 |
| Waratah Capital Advisors Ltd. |
7 |
| Mfs Special Value Trust |
7 |
| Quent Capital, LLC |
7 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
| Calamos Global Total Return Fund |
7 |
| BlackRock Japan Co. Ltd |
7 |
| HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
7 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
7 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
7 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
7 |
| Foresters Investment Management Company, Inc. |
7 |
| Centaurus Financial, Inc. |
7 |
| Disciplined Investments, LLC |
7 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
7 |
| MARSHALL WACE ASIA Ltd |
7 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
7 |
| Old Mutual Customised Solutions (proprietary) Ltd |
7 |
| Daiwa Securities Group Inc. |
7 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
7 |
| Shelton Capital Management |
7 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
7 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
7 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
7 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| Picton Mahoney Asset Management |
7 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
7 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
7 |
| Colony Group, LLC |
7 |
| Pathstone Holdings, LLC |
7 |
| Mfs Intermediate High Income Fund |
7 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
7 |
| Raymond James Trust N.a. |
7 |
| Jefferies Financial Group Inc. |
7 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
7 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
7 |
| Scientech Research LLC |
7 |
| Rotella Capital Management, Inc. |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
| Winslow, Evans & Crocker, Inc. |
7 |
| Eagle Asset Management Inc |
7 |
| Mv Capital Management, Inc. |
7 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
7 |
| Axq Capital, Lp |
7 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
| Qsemble Capital Management, LP |
7 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
7 |
| Atlantic Trust, LLC |
7 |
| Princeton Alpha Management LP |
7 |
| New York Life Investment Management Llc |
7 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
7 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
7 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
7 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
7 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
7 |
| Invesco Senior Income Trust |
7 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
7 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
7 |
| Northwestern Mutual Investment Management Company, Llc |
7 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
7 |
| Caas Capital Management Lp |
7 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
7 |
| Advisory Research Inc |
7 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
7 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
7 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
7 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
7 |
| Montag A & Associates Inc |
7 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
7 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
7 |
| SOUTH STATE Corp |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
7 |
| RBF Capital, LLC |
7 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
7 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
7 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
7 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
7 |
| Ardsley Advisory Partners Lp |
7 |
| Clinton Group Inc |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
7 |
| Jfs Wealth Advisors, Llc |
7 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
7 |
| Edgestream Partners, L.P. |
7 |
| Counterpoint Mutual Funds LLC |
7 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
7 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
7 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
7 |
| Envestnet Portfolio Solutions, Inc. |
7 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
7 |
| Wipfli Financial Advisors Llc, |
7 |
| Bamco Inc /ny/ |
7 |
| Humankind Benefit Corp - Humankind US Stock ETF |
7 |
| Clearbridge Investments, LLC |
7 |
| Cetera Advisors LLC |
7 |
| John Hancock Hedged Equity & Income Fund |
7 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
7 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
7 |
| Royce Value Trust Inc |
7 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
7 |
| Quest Capital Management Inc /adv |
7 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
7 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
7 |
| Icon Advisers Inc/co |
7 |
| Xponance, Inc. |
7 |
| Toroso Investments, LLC |
7 |
| Ci Investments Inc. |
7 |
| Capstone Asset Management Co |
7 |
| Yorktown Management & Research Co Inc |
7 |
| Allstate Corp |
7 |
| WASHINGTON TRUST Co |
7 |
| Bridgefront Capital, LLC |
7 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
7 |
| GW&K Investment Management, LLC |
7 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
7 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
| Illinois Municipal Retirement Fund |
7 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
7 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
7 |
| FNY Partners Fund LP |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| First Eagle Investment Management, LLC |
7 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| Quantitative Investment Management, LLC |
7 |
| Tortoise Investment Management, LLC |
7 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
7 |
| Weld Capital Management Llc |
7 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
7 |
| Teton Westwood Funds |
7 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
7 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
| Tcwp Llc |
7 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
7 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
7 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
7 |
| Duality Advisers, Lp |
7 |
| Townsquare Capital Llc |
7 |
| Css Llc/il |
7 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
7 |
| Sigma Planning Corp |
7 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
7 |
| Simon Quick Advisors, Llc |
7 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
| Pearl River Capital, LLC |
7 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
7 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
7 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
7 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
7 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
7 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
7 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
7 |
| Snowden Capital Advisors LLC |
7 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
7 |
| XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
7 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
7 |
| Veriti Management LLC |
7 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
7 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
7 |
| Symmetry Partners, LLC |
7 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
7 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| Etf Managers Group, Llc |
7 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
7 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
7 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
7 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
7 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
7 |
| Hemington Wealth Management |
7 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
7 |
| CenterBook Partners LP |
7 |
| Vaughan Nelson Investment Management, L.p. |
7 |
| HFM Investment Advisors, LLC |
7 |
| Putnam Premier Income Trust |
7 |
| AMP Capital Investors Ltd |
7 |
| WPG Advisers, LLC |
7 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
7 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
7 |
| Truvestments Capital Llc |
7 |
| Xact Kapitalforvaltning AB |
7 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
7 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
7 |
| Twinbeech Capital Lp |
7 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
7 |
| SJS Investment Consulting Inc. |
7 |
| Karp Capital Management Corp |
7 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
7 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
7 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
7 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
7 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
7 |
| Mfs Multimarket Income Trust |
7 |
| Moody National Bank Trust Division |
7 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
7 |
| Retirement Systems of Alabama |
7 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
7 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
7 |
| Carolinas Wealth Consulting Llc |
7 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
7 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
7 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
7 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
7 |
| Crestline Management, LP |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
7 |
| Nine Chapters Capital Management LLC |
7 |
| Ieq Capital, Llc |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
7 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
7 |
| United Capital Financial Advisers, Llc |
7 |
| Shell Asset Management Co |
7 |
| Hantz Financial Services, Inc. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
7 |
| Rice Hall James & Associates, Llc |
7 |
| Invesco Senior Loan Fund |
7 |
| Cullen/frost Bankers, Inc. |
7 |
| Financial Architects, Inc |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
7 |
| Moors & Cabot, Inc. |
7 |
| Invesco High Income Trust Ii |
7 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
7 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
7 |
| Tarbox Family Office, Inc. |
7 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
7 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
7 |
| CIBC Asset Management Inc |
7 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
7 |
| Absolute Return Capital, LLC |
6 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
6 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
6 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
6 |
| WealthPLAN Partners, LLC |
6 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
6 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
6 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
6 |
| Laurel Wealth Advisors, Inc. |
6 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
6 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
6 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
6 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
6 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
6 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
6 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
| Freestone Capital Holdings, LLC |
6 |
| Keebeck Alpha, LP |
6 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
6 |
| Dfa Investment Trust Co - The Continental Small Company Series |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
6 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
6 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
6 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
6 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
| JNBA Financial Advisors |
6 |
| FineMark National Bank & Trust |
6 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| Wedge Capital Management L L P/nc |
6 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
| HAP Trading, LLC |
6 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
6 |
| Coe Capital Management, LLC |
6 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
6 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
6 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
6 |
| Levin Capital Strategies, L.p. |
6 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
6 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
6 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
6 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
6 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
6 |
| Nuveen Senior Income Fund |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
6 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
6 |
| Mosaic Family Wealth, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
6 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
6 |
| Oakworth Capital, Inc. |
6 |
| Cantab Capital Partners LLP |
6 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
6 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
6 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
6 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
6 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
| Nuveen Floating Rate Income Fund |
6 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
6 |
| Aristides Capital LLC |
6 |
| SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
6 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
6 |
| Ledyard National Bank |
6 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
6 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
6 |
| Symphony Asset Management Llc |
6 |
| Johnson Investment Counsel Inc |
6 |
| Nuveen Floating Rate Income Opportunity Fund |
6 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
6 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
6 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
6 |
| Interchange Capital Partners, LLC |
6 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| Pier Capital, LLC |
6 |
| Lucus Advisors Llc |
6 |
| SAC Capital Advisors LP |
6 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
6 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
| Water Island Capital Llc |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
6 |
| Maverick Capital Ltd |
6 |
| BerganKDV Wealth Management, LLC |
6 |
| Moody Aldrich Partners Llc |
6 |
| Baird Robert W & Co Inc /wi/ |
6 |
| Stephens Inc /ar/ |
6 |
| Placemark Investments, Inc. |
6 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
6 |
| Stanley-Laman Group, Ltd. |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
6 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
6 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
6 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
6 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
6 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
6 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
| Wedbush Securities Inc |
6 |
| Zeke Capital Advisors, Llc |
6 |
| Essex Investment Management Co Llc |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
6 |
| GV Financial Advisors |
6 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
| LS Investment Advisors, LLC |
6 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
6 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
6 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
6 |
| Nuveen Short Duration Credit Opportunities Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
6 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
6 |
| Winfield Associates, Inc. |
6 |
| Vanguard Explorer Fund |
6 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
6 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
6 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
6 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
6 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
6 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
6 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
6 |
| CAPROCK Group, Inc. |
6 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
6 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
6 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
6 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
6 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
6 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
6 |
| Concord Wealth Partners |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
6 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Commonwealth Equity Services, Inc |
6 |
| Blackstone / Gso Strategic Credit Fund |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
6 |
| Old National Bancorp /in/ |
6 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
6 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
6 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
6 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
6 |
| Monashee Investment Management LLC |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| Systematic Financial Management Lp |
6 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
6 |
| Global X Management CO LLC |
6 |
| Agf Investments Inc. |
6 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
6 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
6 |
| GeoWealth Management, LLC |
6 |
| Carroll Financial Associates, Inc. |
6 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
6 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
| Golden State Wealth Management, LLC |
6 |
| Comerica Securities,inc. |
6 |
| IMC-Chicago, LLC |
6 |
| Prestige Wealth Management Group LLC |
6 |
| AGF Investments LLC |
6 |
| Kore Private Wealth LLC |
6 |
| Gyon Technologies Capital Management, LP |
6 |
| Machina Capital S.a.s. |
6 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
6 |
| Cibc World Markets Corp |
6 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
6 |
| Vontobel Holding Ltd. |
6 |
| Securian Asset Management, Inc |
6 |
| South Dakota Investment Council |
6 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
6 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
| Ameritas Investment Corp |
6 |
| Zions Bancorporation, N.A. |
6 |
| Elkfork Partners LLC |
6 |
| Foundry Partners, LLC |
6 |
| FinTrust Capital Advisors, LLC |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
6 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
6 |
| Citizens Financial Group Inc/ri |
6 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
6 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
6 |
| AIA Group Ltd |
6 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
6 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
6 |
| Enterprise Financial Services Corp |
6 |
| Harvest Fund Management Co., Ltd |
6 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
6 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
6 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
6 |
| MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
6 |
| Altshuler Shaham Ltd |
6 |
| King Luther Capital Management Corp |
6 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
6 |
| IHT Wealth Management, LLC |
6 |
| Inspire Advisors, LLC |
6 |
| Meadow Creek Investment Management LLC |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
6 |
| Rialto Wealth Management, LLC |
6 |
| Convergence Investment Partners, LLC |
6 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
6 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
6 |
| R Squared Ltd |
6 |
| Eqis Capital Management, Inc. |
6 |
| HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
6 |
| Castleark Management Llc |
6 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
6 |
| Harbor Investment Advisory, Llc |
6 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
6 |
| Sanctuary Advisors, LLC |
6 |
| Sound Income Strategies, LLC |
6 |
| First Mercantile Trust Co |
6 |
| Alpha Paradigm Partners, LLC |
6 |
| Woodline Partners LP |
6 |
| Sumitomo Mitsui Trust Holdings, Inc. |
6 |
| Ashton Thomas Private Wealth, LLC |
6 |
| Crewe Advisors LLC |
6 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
6 |
| Trustcore Financial Services, Llc |
6 |
| Kapitalo Investimentos Ltda |
6 |
| Legacy Financial Advisors, Inc. |
6 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
6 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
6 |
| CenterStar Asset Management, LLC |
6 |
| Entropy Technologies, LP |
6 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
6 |
| Denver Investment Advisors Llc |
6 |
| Susquehanna Portfolio Strategies, LLC |
6 |
| Sachetta, LLC |
6 |
| Private Wealth Management Group, LLC |
6 |
| DiNuzzo Private Wealth, Inc. |
6 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
6 |
| Rsm Us Wealth Management Llc |
6 |
| ArrowMark Colorado Holdings LLC |
6 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
6 |
| Anchor Investment Management, LLC |
6 |
| Sandy Spring Bank |
6 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
6 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
6 |
| Hotchkis & Wiley Capital Management Llc |
6 |
| IBM Retirement Fund |
6 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
6 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
6 |
| Vident Advisory, LLC |
6 |
| Sutton Wealth Advisors Inc. |
6 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
6 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
6 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
6 |
| Gts Securities Llc |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
6 |
| Manchester Capital Management LLC |
6 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
6 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
6 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
6 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
6 |
| Resources Investment Advisors, LLC. |
6 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
| Bogart Wealth, LLC |
6 |
| Donoghue Forlines LLC |
6 |
| Silvercrest Asset Management Group Llc |
6 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
6 |
| Harvest Management Llc |
6 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
| C M Bidwell & Associates Ltd |
6 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
6 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
6 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
| Regent Peak Wealth Advisors LLC |
6 |
| Cornerstone Planning Group LLC |
6 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
6 |
| Inceptionr Llc |
6 |
| Scopus Asset Management, L.p. |
6 |
| Winton Diversified Opportunities Fund |
6 |
| Cerebellum GP, LLC |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
6 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
6 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
6 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
| Lighthouse Investment Partners, LLC |
6 |
| Front Row Advisors LLC |
6 |
| VCGAX - VALIC Co I - Growth & Income Fund |
6 |
| Calvert Investment Management, Inc. |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| VCSMX - VALIC Co I - Small Cap Fund |
6 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
6 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
6 |
| Archford Capital Strategies, LLC |
6 |
| Blackrock Floating Rate Income Trust |
6 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
6 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
| Interval Partners, LP |
6 |
| Kayne Anderson Rudnick Investment Management Llc |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
| Gideon Capital Advisors, Inc. |
6 |
| Fortitude Advisory Group L.L.C. |
6 |
| 1620 Investment Advisors, Inc. |
6 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
6 |
| Cnh Partners Llc |
6 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
6 |
| Westfield Capital Management Co Lp |
6 |
| Knight Capital Group, Inc. |
6 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
6 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
6 |
| Forum Financial Management, LP |
6 |
| Wilbanks Smith & Thomas Asset Management Llc |
6 |
| Fiera Capital Corp |
6 |
| Raleigh Capital Management Inc. |
6 |
| CVA Family Office, LLC |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
6 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
6 |
| MQS Management LLC |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
6 |
| Washington Trust Advisors, Inc. |
6 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
6 |
| Confluence Wealth Services, Inc. |
6 |
| Congress Wealth Management LLC / DE / |
6 |
| NN Investment Partners Holdings N.V. |
6 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
6 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
6 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
6 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
6 |
| Agf Management Ltd |
6 |
| NewSquare Capital LLC |
6 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
6 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
6 |
| Vigilant Capital Management, LLC |
6 |
| L & S Advisors Inc |
6 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
6 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
6 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
6 |
| WFG Advisors, LP |
6 |
| Hexagon Capital Partners LLC |
6 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
6 |
| Meritage Portfolio Management |
6 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
6 |
| Eagle Bay Advisors LLC |
6 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
6 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
6 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
6 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
6 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
6 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
6 |
| BI Asset Management Fondsmaeglerselskab A/S |
6 |
| Venture Visionary Partners LLC |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| Cornerstone Advisors, Inc. |
6 |
| Guardian Wealth Advisors, LLC |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
6 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
6 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
6 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
6 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
6 |
| Coppell Advisory Solutions LLC |
6 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
6 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
6 |
| Gabelli Equity Series Funds Inc |
6 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
6 |
| New Mexico Educational Retirement Board |
6 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
6 |
| Vanguard Whitehall Funds |
6 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
6 |
| Westpac Banking Corp |
6 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
6 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
6 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
6 |
| People's United Financial, Inc. |
6 |
| Capula Management Ltd |
6 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
6 |
| Element Capital Management Llc |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
6 |
| River Road Asset Management, LLC |
6 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
6 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
6 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
6 |
| Zebra Capital Management LLC |
6 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
6 |
| Carlson Capital L P |
6 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
6 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
6 |
| Highland Capital Management, Llc |
6 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
6 |
| Epoch Investment Partners, Inc. |
6 |
| Moore Capital Management, Lp |
6 |
| Gupta Wealth Management LLC |
5 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
5 |
| Zions Bancorporation |
5 |
| Maplelane Capital, Llc |
5 |
| BRYN MAWR TRUST Co |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| Tlp Group Llc |
5 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
5 |
| Wealthcare Capital Management Llc |
5 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
5 |
| CSat Investment Advisory, L.P. |
5 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
5 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
5 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
5 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| Ropes Wealth Advisors Llc |
5 |
| Cna Financial Corp |
5 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
5 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
5 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
5 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
5 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
5 |
| First Personal Financial Services |
5 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
5 |
| NatWest Group plc |
5 |
| Congress Asset Management Co /ma |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| USA Financial Portformulas Corp |
5 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
5 |
| RMB Capital Management, LLC |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
5 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
5 |
| Riverhead Capital Management Llc |
5 |
| Spears Abacus Advisors LLC |
5 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
5 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
5 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
5 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
5 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
5 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
5 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
5 |
| Hartford Series Fund Inc |
5 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
5 |
| Sei Trust Co |
5 |
| Prospera Financial Services Inc |
5 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
5 |
| Man Investments Ltd |
5 |
| Cable Hill Partners, LLC |
5 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
5 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
5 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
5 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
| Bellwether Investment Group, LLC |
5 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
| Jupiter Asset Management Ltd |
5 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
5 |
| IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
5 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
5 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
5 |
| Avantax Planning Partners, Inc. |
5 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
5 |
| Mason Street Advisors, Llc |
5 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
5 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
5 |
| Flinton Capital Management LLC |
5 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
5 |
| Maven Securities LTD |
5 |
| Level Four Advisory Services, Llc |
5 |
| 22nw, Lp |
5 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
5 |
| Summit Global Investments |
5 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
5 |
| SpiderRock Advisors, LLC |
5 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
5 |
| Israel Discount Bank of New York |
5 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| AdvisorShares Investments LLC |
5 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
5 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
5 |
| General Motors Investment Management Corp |
5 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
5 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
| Regentatlantic Capital Llc |
5 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
5 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
5 |
| Bb&t Investment Services, Inc. |
5 |
| Parametrica Management Ltd |
5 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
5 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
5 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
5 |
| Riggs Asset Managment Co. Inc. |
5 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
5 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
5 |
| VCULX - VALIC Co I - Growth Fund |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
5 |
| Rational Advisors Llc |
5 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
5 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| Timber Hill LLC |
5 |
| Claymore Exchange-traded Fund Trust |
5 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
5 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| Voya Prime Rate Trust |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
5 |
| North Star Investment Management Corp. |
5 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
5 |
| Voya Senior Income Fund |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
5 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
5 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
5 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
5 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
5 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Forum Funds |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| Banque Cantonale Vaudoise |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| Column Capital Advisors, LLC |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| Cinctive Capital Management LP |
5 |
| Procyon Private Wealth Partners, LLC |
5 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
5 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
| Hartford Investment Management Co |
5 |
| SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
5 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
5 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
5 |
| Calamos Long/Short Equity & Dynamic Income Trust |
5 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| Virtus Global Dividend & Income Fund Inc. |
5 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
5 |
| tru Independence LLC |
5 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
5 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
5 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
5 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
5 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
5 |
| Ballentine Partners, LLC |
5 |
| Janney Capital Management LLC |
5 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
5 |
| Blackstone / Gso Senior Floating Rate Term Fund |
5 |
| Sculptor Capital LP |
5 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
5 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
5 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| Migdal Insurance & Financial Holdings Ltd. |
5 |
| Gdl Fund |
5 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
5 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
5 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
5 |
| Tri-continental Corp |
5 |
| Lisanti Capital Growth, LLC |
5 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
| Visium Asset Management, LP |
5 |
| Jackson Creek Investment Advisors LLC |
5 |
| TFC Financial Management |
5 |
| Founders Financial Alliance, LLC |
5 |
| Bluefin Capital Management, Llc |
5 |
| Paces Ferry Wealth Advisors, Llc |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| World Asset Management Inc |
5 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| Aaron Wealth Advisors LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
5 |
| Tradition Wealth Management, LLC |
5 |
| Childress Capital Advisors, Llc |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
5 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| Continuum Advisory, LLC |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
5 |
| PNC Managed Account Solutions, Inc. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
5 |
| CenterStar Fund, LLC |
5 |
| Chase Investment Counsel Corp |
5 |
| Advisor Resource Council |
5 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
5 |
| Activest Wealth Management |
5 |
| Eaton Vance Floating-rate Income Plus Fund |
5 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
5 |
| FourThought Financial, LLC |
5 |
| Bryn Mawr Capital Management Inc |
5 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
5 |
| Psagot Investment House Ltd. |
5 |
| Guggenheim Active Allocation Fund |
5 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| Boston Income Portfolio - Boston Income Portfolio |
5 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
| Ameritas Advisory Services, LLC |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| Neuberger Berman High Yield Strategies Fund Inc. |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| Eaton Vance Short Duration Diversified Income Fund |
5 |
| Tyler-Stone Wealth Management |
5 |
| Byrne Asset Management LLC |
5 |
| Zurich Insurance Group Ltd/FI |
5 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
5 |
| Oliver Lagore Vanvalin Investment Group |
5 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
5 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
5 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
5 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
5 |
| Concentric Capital Strategies, LP |
5 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
5 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
5 |
| Brewin Dolphin Ltd |
5 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
5 |
| Wells Fargo Multi-sector Income Fund |
5 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
5 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
5 |
| Capital World Investors |
5 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
5 |
| SYSTM Wealth Solutions LLC |
5 |
| Argent Capital Management Llc |
5 |
| LGT Financial Advisors LLC |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| Ranger Investment Management, L.P. |
5 |
| White Pine Capital Llc |
5 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
| Fifth Third Wealth Advisors LLC |
5 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
5 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
5 |
| UniSuper Management Pty Ltd |
5 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
5 |
| Franklin Ltd Duration Income Trust |
5 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
5 |
| NorthCoast Asset Management LLC |
5 |
| Norden Group Llc |
5 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
5 |
| Bruce G. Allen Investments, LLC |
5 |
| Twin Peaks Wealth Advisors, LLC |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| Davy Global Fund Management Ltd |
5 |
| Wetzel Investment Advisors, Inc. |
5 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
5 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
5 |
| Bare Financial Services, Inc |
5 |
| Commerzbank Aktiengesellschaft /fi |
5 |
| Abich Financial Wealth Management LLC |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| Mather Group, Llc. |
5 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
| MUFG Securities EMEA plc |
5 |
| Redwood Investment Management, Llc |
5 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
5 |
| Financial Gravity Companies, Inc. |
5 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
5 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| Cromwell Holdings LLC |
5 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
5 |
| Principia Wealth Advisory, LLC |
5 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
5 |
| We Are One Seven, LLC |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| Hughes Financial Services, LLC |
5 |
| WealthTrak Capital Management LLC |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Farringdon Capital, Ltd. |
5 |
| Peak6 Llc |
5 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
| Integrated Wealth Concepts LLC |
5 |
| EAM Global Investors LLC |
5 |
| Pflug Koory, LLC |
5 |
| Brookfield Asset Management Inc. |
5 |
| Kavar Capital Partners, LLC |
5 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
| Enlightenment Research, LLC |
5 |
| Oakbrook Investments Llc |
5 |
| Avantax Advisory Services, Inc. |
5 |
| Delta Asset Management Llc/tn |
5 |
| Neo Ivy Capital Management |
5 |
| Tompkins Financial Corp |
5 |
| Wealthfront Advisers Llc |
5 |
| Three Peaks Capital Management, LLC |
5 |
| Benjamin Edwards Inc |
5 |
| Campbell Multi-strategy Trust |
5 |
| Kistler-Tiffany Companies, LLC |
5 |
| Toth Financial Advisory Corp |
5 |
| Evoke Wealth, Llc |
5 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
5 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
| Salem Investment Counselors Inc |
5 |
| Harvey Partners, LLC |
5 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
5 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
5 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
5 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
5 |
| Palisade Capital Management Llc/nj |
5 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
5 |
| Focused Wealth Management, Inc |
5 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
5 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
5 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| Zweig-DiMenna Associates LLC |
5 |
| Perella Weinberg Partners Capital Management LP |
5 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
5 |
| Bowling Portfolio Management LLC |
5 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
| Argent Trust Co |
5 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
5 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
5 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
5 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
5 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
5 |
| Ingalls & Snyder Llc |
5 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
5 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
5 |
| Burney Co/ |
5 |
| JBF Capital, Inc. |
5 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
5 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| Capital One, National Association |
5 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
5 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
5 |
| Belvedere Trading LLC |
5 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
5 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
5 |
| Usca Ria Llc |
5 |
| Capital Guardian Trust Co |
5 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
5 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
5 |
| Opus Capital Group, LLC |
5 |
| Navellier & Associates Inc |
5 |
| Ionic Capital Management LLC |
5 |
| Wasatch Advisors Inc |
5 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
| Echo Street Capital Management LLC |
5 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
5 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
5 |
| Sandhill Capital Partners LLC |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
5 |
| Keel Point, LLC |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
5 |
| Capital Analysts, Inc. |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
5 |
| Brinker Capital Inc |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| Barrow Hanley Mewhinney & Strauss Llc |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
5 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
5 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
5 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
5 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
5 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
| Granite Investment Partners, LLC |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
5 |
| Cadence Capital Management Llc |
5 |
| SpiderRock Trading LLC |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
| Washington Trust Bank |
5 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
5 |
| Segantii Capital Management Ltd |
5 |
| National Planning Corp |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
5 |
| Checchi Capital Advisers, LLC |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| Loews Corp |
5 |
| Waddell & Reed Financial Inc |
5 |
| Sit Investment Associates Inc |
5 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
5 |
| SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| SG Capital Management LLC |
5 |
| Equitable Trust Co |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
4 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
4 |
| Columbus Circle Investors |
4 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
4 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
4 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
4 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| Artisan Partners Limited Partnership |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| CX Institutional |
4 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
| Independent Advisor Alliance |
4 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
| CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares |
4 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
4 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
4 |
| Banco Santander, S.A. |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
4 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
4 |
| B. Metzler seel. Sohn & Co. Holding AG |
4 |
| TradeLink Global Equity LLC |
4 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
| Amerivest Investment Management LLC |
4 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
| Ceredex Value Advisors LLC |
4 |
| Rathbone Brothers plc |
4 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
4 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
4 |
| RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
4 |
| Champlain Investment Partners, LLC |
4 |
| Wealthfront Inc |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
| Fieldview Capital Management, LLC |
4 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
4 |
| Bayforest Capital Ltd |
4 |
| Cordasco Financial Network |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| Chartwell Investment Partners, Llc |
4 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
4 |
| Glen Harbor Capital Management LLC |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
| Atlas Capital Advisors Llc |
4 |
| Transce3nd, LLC |
4 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
4 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
| Polymer Capital Management (US) LLC |
4 |
| Gardner Lewis Asset Management L P |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| Meitav Dash Investments Ltd |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| CLARET ASSET MANAGEMENT Corp |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| Whipplewood Advisors, LLC |
4 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
| Ritholtz Wealth Management |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
4 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
4 |
| One Wealth Advisors, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
4 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
4 |
| DC Investments Management, LLC |
4 |
| Patriot Financial Group Insurance Agency, LLC |
4 |
| Israel Discount Bank Of New York /gfn |
4 |
| Banco de Sabadell, S.A |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
4 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
4 |
| Colonial Trust Co / SC |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Financial Counselors Inc |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Merit Financial Group, LLC |
4 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
4 |
| AlphaMark Advisors, LLC |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
4 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
4 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
4 |
| SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
| Dubuque Bank & Trust Co |
4 |
| Arlington Partners LLC |
4 |
| Alphasimplex Group, Llc |
4 |
| Westside Investment Management, Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
4 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
4 |
| Parisi Gray Wealth Management |
4 |
| Central Pacific Bank - Trust Division |
4 |
| RFP Financial Group LLC |
4 |
| BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
4 |
| SG3 Management, LLC |
4 |
| Spdr S&p Midcap 400 Etf Trust |
4 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
4 |
| ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
4 |
| Chesapeake Partners Management Co Inc/md |
4 |
| Diversify Advisory Services, LLC |
4 |
| Ford Financial Group, LLC |
4 |
| Scotia Capital Inc. |
4 |
| Dynamic Technology Lab Pte Ltd |
4 |
| Signet Financial Management, Llc |
4 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
| Azzad Asset Management Inc /adv |
4 |
| Mendota Financial Group, LLC |
4 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
4 |
| Highlander Capital Management, LLC |
4 |
| MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
4 |
| Gryphon Financial Partners LLC |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
4 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
4 |
| Achmea Investment Management B.V. |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
4 |
| Voisard Asset Management Group, Inc. |
4 |
| Perbak Capital Partners LLP |
4 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
| First Interstate Bank |
4 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
4 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| ISAM Funds (UK) Ltd |
4 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
4 |
| Park Place Capital Corp |
4 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
4 |
| Lido Advisors, LLC |
4 |
| Institutional & Family Asset Management, Llc |
4 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
4 |
| Kula Investments, LLC |
4 |
| Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
4 |
| Rockefeller Financial Services Inc |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| BlackRock Credit Strategies Fund |
4 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
4 |
| Financial Network Wealth Advisors LLC |
4 |
| Investment Counselors Of Maryland Llc |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| LBA Wealth Management, LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| New Age Alpha Advisors, LLC |
4 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
4 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
4 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
4 |
| Chesapeake Capital Corp /il/ |
4 |
| Thompson Investment Management, Inc. |
4 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
4 |
| Westchester Capital Management, LLC |
4 |
| Frazier Financial Advisors, LLC |
4 |
| Brant Point Investment Management Llc |
4 |
| Quaker Wealth Management, LLC |
4 |
| RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
4 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
| Cortina Asset Management, LLC |
4 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
| Lecap Asset Management Ltd |
4 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
4 |
| Connable Office Inc |
4 |
| NewEdge Wealth, LLC |
4 |
| Optiver Holding B.V. |
4 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
4 |
| Pallas Capital Advisors LLC |
4 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
| Spot Trading L.l.c. |
4 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
| Qrg Capital Management, Inc. |
4 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Syon Capital Llc |
4 |
| Chilton Capital Management Llc |
4 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
4 |
| HighVista Strategies LLC |
4 |
| Pentwater Capital Management LP |
4 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
| Cape Investment Advisory, Inc. |
4 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Insight Select Income Fund |
4 |
| Advance Capital I Inc |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Deprince Race & Zollo Inc |
4 |
| Nair Vinay |
4 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
4 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| Samlyn Capital, Llc |
4 |
| Apriem Advisors |
4 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
4 |
| Portside Wealth Group, LLC |
4 |
| Glg Llc |
4 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
4 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
4 |
| iA Global Asset Management Inc. |
4 |
| BRC Investment Management LLC |
4 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
4 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| Tucker Asset Management Llc |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| EA Series Trust |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| Shepherd Kaplan Krochuk, Llc |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| Impact Partnership Wealth, LLC |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| TIG Advisors, LLC |
4 |
| Motco |
4 |
| Winton Capital Management Ltd |
4 |
| Geneva Advisors, LLC |
4 |
| Evergreen Capital Management Llc |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| BlackRock Private Investments Fund |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
| Kingdon Capital Management, L.l.c. |
4 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
4 |
| MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
4 |
| BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
4 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
4 |
| High Note Wealth, LLC |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
4 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
4 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
| Piermont Capital Management LLC |
4 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
4 |
| Dorsey Wright & Associates |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
4 |
| EverPoint Asset Management, LLC |
4 |
| Curian Capital Llc |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
4 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
4 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
| Santa Fe Partners LLC |
4 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
4 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
4 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
4 |
| First National Bank Sioux Falls |
4 |
| Bbva Usa |
4 |
| Hood River Capital Management LLC |
4 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
4 |
| Ada Investment Management, LP |
4 |
| Delos Wealth Advisors, LLC |
4 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
4 |
| Fort, L.p. |
4 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| Soros Fund Management Llc |
4 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
4 |
| Stock Portfolio - Stock Portfolio |
4 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
4 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
4 |
| Western Asset Diversified Income Fund |
4 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
| Gendell Jeffrey L |
4 |
| I.g. Investment Management, Ltd. |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
4 |
| HighPoint Advisor Group LLC |
4 |
| Bridges Investment Management Inc |
4 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
4 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
4 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| Blackstone / Gso Long-short Credit Income Fund |
4 |
| THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
4 |
| FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
4 |
| Analytic Investors, LLC |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| New England Securities Corp /MA/ |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| Archer Investment Corp |
4 |
| Emerald Advisers, Llc |
4 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
4 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
4 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
4 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
| Koch Industries Inc |
4 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
4 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
4 |
| Cowen Group, Inc. |
4 |
| Greenleaf Trust |
4 |
| WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
4 |
| Profunds - Profund Vp Mid-cap Value |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
4 |
| JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
4 |
| Profunds - Profund Vp Small-cap Value |
4 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
| U.S. Capital Wealth Advisors, LLC |
4 |
| Wetherby Asset Management Inc |
4 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
| Braun Stacey Associates Inc |
4 |
| TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| Profunds - Profund Vp Small-cap Growth |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| Arkadios Wealth Advisors |
4 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
4 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
| River & Mercantile Asset Management Llp |
4 |
| Profunds - Profund Vp Mid-cap Growth |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
4 |
| YHB Investment Advisors, Inc. |
4 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
4 |
| Invictus RG Pte. Ltd. |
4 |
| Cannon Global Investment Management, LLC |
4 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
4 |
| Endurance Wealth Management, Inc. |
4 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
| Profunds - Profund Vp Ultramid-cap |
4 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| Global X Funds |
4 |
| Intrust Bank Na |
4 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
4 |
| Security National Trust Co |
4 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
4 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
4 |
| UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
4 |
| Profunds - Profund Vp Industrials |
4 |
| Frontier Capital Management Co Llc |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| Macroview Investment Management Llc |
4 |
| Highland Capital Management Lp |
4 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
4 |
| Pinkerton Retirement Specialists, LLC |
4 |
| Index Management Solutions, LLC |
4 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
| Blackstone Group Inc |
4 |
| Shapiro Robert N |
4 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
4 |
| St Germain D J Co Inc |
4 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
4 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
4 |
| Balter Liquid Alternatives, LLC |
4 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
4 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
| BlueCrest Capital Management LLP |
4 |
| Aurora Investment Counsel |
4 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
4 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
4 |
| Sandler Capital Management |
4 |
| Tradewinds Capital Management, LLC |
4 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
4 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
| Invenomic Capital Management LP |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Jade Capital Advisors, LLC |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
| ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
4 |
| Advisors Preferred, LLC |
4 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
4 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
4 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
| Baldwin Brothers Inc/ma |
4 |
| Sonora Investment Management, LLC |
4 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
4 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
| Gratus Capital LLC |
4 |
| Southpoint Capital Advisors LP |
4 |
| Appian Way Asset Management LP |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
4 |
| Deroy & Devereaux Private Investment Counsel Inc |
4 |
| Fiduciary Trust Co |
4 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
| Horizon Investments, LLC |
4 |
| Societe Generale |
4 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
4 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| Us Global Investors Funds |
4 |
| Artemis Investment Management LLP |
4 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| Advantage Alpha Capital Partners LP |
4 |
| MCF Advisors LLC |
4 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
4 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
4 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
4 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Global Endowment Management, LP |
4 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
4 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
4 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
4 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
| Westwood Holdings Group Inc |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
4 |
| Wright Investors Service Inc |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| BBT Capital Management, LLC |
4 |
| Dana Investment Advisors, Inc. |
4 |
| Paradigm Capital Management Inc/ny |
4 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
4 |
| Metis Global Partners, LLC |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
4 |
| Wilmington Funds Management Corp |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
4 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
4 |
| Operose Advisors LLC |
4 |
| Veritable, L.P. |
4 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
4 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
4 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
4 |
| EP Wealth Advisors, Inc. |
4 |
| First City Capital Management, Inc. |
4 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
4 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
| Elite Wealth Management, Inc. |
4 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
4 |
| Balentine LLC |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| First Trust High Income Long/short Fund |
4 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
4 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
4 |
| Colony Group Llc |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
4 |
| Alpha DNA Investment Management LLC |
4 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| Aristeia Capital Llc |
4 |
| Peregrine Capital Management Llc |
4 |
| HB Wealth Management, LLC |
4 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
4 |
| Longfellow Investment Management Co Llc |
4 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| Reilly Financial Advisors, Llc |
4 |
| Tobam |
4 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
4 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
4 |
| IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
4 |
| Jacobi Capital Management LLC |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
| UMA Financial Services, Inc. |
4 |
| Pacitti Group Inc. |
4 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
4 |
| Sawgrass Asset Management Llc |
4 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
4 |
| Pine River Capital Management L.P. |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
| Hilton Capital Management, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| Asset Dedication, LLC |
4 |
| Arden Investment Series Trust |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| CHURCHILL MANAGEMENT Corp |
4 |
| First Citizens Bank & Trust Co |
4 |
| Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
4 |
| GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
4 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
4 |
| Denali Advisors Llc |
4 |
| CHICAGO TRUST Co NA |
4 |
| Wunderlich Securities, Inc. |
4 |
| New England Research & Management, Inc. |
4 |
| Williams Jones & Associates LLC |
4 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
4 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
4 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
| Gabelli Equity Trust Inc |
4 |
| Glazer Capital, Llc |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
4 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Contravisory Investment Management, Inc. |
4 |
| Thb Asset Management |
4 |
| Mascoma Wealth Management LLC |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
4 |
| Evercore Wealth Management, LLC |
4 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
4 |
| Garrett Wealth Advisory Group, LLC |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| NJ State Employees Deferred Compensation Plan |
4 |
| Webster Bank, N. A. |
4 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
4 |
| Fisher Asset Management, LLC |
4 |
| Natixis Investment Managers International |
4 |
| Ramsey Quantitative Systems |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| Qtron Investments LLC |
4 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
| Nicholas Company, Inc. |
4 |
| Heartland Advisors Inc |
4 |
| Smith Asset Management Group Lp |
4 |
| Kowal Investment Group, LLC |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Sageworth Trust Co |
4 |
| Clough Capital Partners L P |
4 |
| Jpmorgan Trust Iii |
4 |
| SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| O'Shares Investment Advisers, LLC |
4 |
| Ostrum Asset Management |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| Ossiam |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
4 |
| Dynamic Advisor Solutions LLC |
4 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
4 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
4 |
| Handelsinvest Investeringsforvaltning |
4 |
| Boston Trust Walden Corp |
4 |
| Lloyd Advisory Services, LLC. |
4 |
| Eidelman Virant Capital |
4 |
| Sepio Capital, LP |
4 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
| Ibex Investors LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
4 |
| Riverview Trust Co |
4 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
| American National Bank |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Shannon River Fund Management LLC |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| Allred Capital Management, LLC |
4 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
| Polianta Ltd |
4 |
| Capital International Investors |
4 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
4 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
| Wakefield Asset Management LLLP |
4 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
4 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Gemmer Asset Management LLC |
4 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
4 |
| Axiom International Investors Llc /de |
4 |
| Hilltop Holdings Inc. |
4 |
| Select Equity Group, L.P. |
4 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
4 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
4 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
4 |
| DLD Asset Management, LP |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| Stephens Consulting, LLC |
3 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
3 |
| Banque Pictet & Cie Sa |
3 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
3 |
| Marquette Asset Management, LLC |
3 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
3 |
| Mairs & Power Inc |
3 |
| SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
3 |
| Wexford Capital Lp |
3 |
| FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| Mangrove Partners |
3 |
| Wolff Wiese Magana Llc |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| McClarren Financial Advisors, Inc. |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| Aristotle Capital Boston, LLC |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| TriaGen Wealth Management LLC |
3 |
| Ellsworth Advisors, LLC |
3 |
| Stephenson National Bank & Trust |
3 |
| Seven Springs Wealth Group, LLC |
3 |
| Transamerica Partners Funds Group |
3 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Allegheny Financial Group LTD |
3 |
| Owls Nest Partners IA, LLC |
3 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
3 |
| Armor Advisors, L.l.c. |
3 |
| Charter Oak Capital Management, LLC |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Yarra Square Partners LP |
3 |
| Friedenthal Financial |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Parcion Private Wealth LLC |
3 |
| Cortina Funds, Inc. |
3 |
| Atlanta Capital Management Co L L C |
3 |
| Boston Advisors Llc |
3 |
| Ghisallo Capital Management LLC |
3 |
| Madison Asset Management, LLC |
3 |
| Standard Family Office LLC |
3 |
| Royal London Asset Management Ltd |
3 |
| Gateway Investment Advisers Llc |
3 |
| Whitebox Advisors Llc |
3 |
| Ewing Morris & Co. Investment Partners Ltd. |
3 |
| SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class |
3 |
| Key FInancial Inc |
3 |
| Absoluto Partners Gestao de Recursos Ltda |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| Rowland Carmichael Advisors Inc /adv |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| Shay Capital LLC |
3 |
| Nuveen High Income 2023 Target Term Fund |
3 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
3 |
| Capitolis Advisors LLC |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| Spring Creek Capital Llc |
3 |
| Gitterman Wealth Management, LLC |
3 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Pacifica Partners Inc. |
3 |
| ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
| Atticus Wealth Management, Llc |
3 |
| Kb Financial Partners, Llc |
3 |
| Liberty All Star Growth Fund Inc. |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| Soviero Asset Management, LP |
3 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
3 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
| VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
| Tcw Strategic Income Fund Inc |
3 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| Accurate Wealth Management, LLC |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
3 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
3 |
| BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
3 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
3 |
| Cca Investments Trust |
3 |
| Bb&t Securities, Llc |
3 |
| Pioneer Floating Rate Trust |
3 |
| NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
3 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
| Smith Group Asset Management, LLC |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
3 |
| JB Capital LLC |
3 |
| PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| Northwest Investment Counselors, Llc |
3 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
| Wedmont Private Capital |
3 |
| Clear Street Llc |
3 |
| BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
3 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
3 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
| AHHX - Starboard Investment Trust - Adaptive High Income ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
| Absolute Capital Management, LLC |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
3 |
| TD Capital Management LLC |
3 |
| Breton Hill Capital Ltd. |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
3 |
| John Hancock Investors Trust |
3 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
| Sheets Smith Wealth Management |
3 |
| Caldwell Investment Management Ltd. |
3 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
3 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
| Delphia (USA) Inc. |
3 |
| U S Global Investors Inc |
3 |
| CastleKnight Management LP |
3 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| Gmt Capital Corp |
3 |
| Zullo Investment Group, Inc. |
3 |
| Eagle Global Advisors Llc |
3 |
| Options Solutions, Llc |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
3 |
| HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
3 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
3 |
| Optimum Investment Advisors |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| QCM Cayman, Ltd. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| Redmond Asset Management, LLC |
3 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
| Turner Investments, L.p. |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| Avalon Advisors, Llc |
3 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
| VASMX - VALIC Co II - Small Cap Growth Fund |
3 |
| Aberdeen Global Income Fund Inc |
3 |
| Ares Management Llc |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| Invesco Dynamic Credit Opportunities Fund |
3 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
| MRGR - PROSHARES TRUST - ProShares Merger ETF |
3 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
| Scout Investments, Inc. |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
3 |
| Redwood Investments, LLC |
3 |
| Tevis Investment Management |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
3 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
| Clough Global Equity Fund |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Clough Global Opportunities Fund |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
3 |
| Westport Resources Management Inc |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
3 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
3 |
| Sirios Capital Management L P |
3 |
| Boardman Bay Capital Management Llc |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| Fiduciary Alliance LLC |
3 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
3 |
| Gates Capital Management, Inc. |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
| Garde Capital, Inc. |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| Alliance Wealth Advisors, LLC /UT |
3 |
| Monarch Partners Asset Management LLC |
3 |
| Greenland Capital Management LP |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| West Tower Group, LLC |
3 |
| Numerai GP LLC |
3 |
| DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
3 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class |
3 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
| Callan Family Office, LLC |
3 |
| KAMES CAPITAL plc |
3 |
| TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF |
3 |
| Allen Investment Management LLC |
3 |
| REDWX - Aspiration Funds - Aspiration Redwood Fund |
3 |
| Capital Research Global Investors |
3 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
| Edge Advisors, Llc |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| Amica Mutual Insurance Co |
3 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| Integre Asset Management, LLC |
3 |
| Avalon Trust Co |
3 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| Capital Bank & Trust Co |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| Vollero Beach Capital Partners LLC |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| Ridgeworth Funds |
3 |
| Tsfg, Llc |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Bahl & Gaynor Inc |
3 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
| Mycio Wealth Partners, Llc |
3 |
| DecisionPoint Financial, LLC |
3 |
| Crawford Investment Counsel Inc |
3 |
| Arlington Trust Co LLC |
3 |
| Intercontinental Wealth Advisors, LLC |
3 |
| Bridge City Capital, LLC |
3 |
| M&g Investment Management Ltd |
3 |
| Moab Capital Partners LLC |
3 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
3 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
| Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
3 |
| West Paces Advisors Inc. |
3 |
| FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
3 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
3 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
3 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
3 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
3 |
| FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio |
3 |
| Rakuten Securities, Inc. |
3 |
| Thornburg Investment Management Inc |
3 |
| Wesbanco Bank Inc |
3 |
| Northwest Financial Advisors |
3 |
| Bank Of Hawaii |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
| PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
3 |
| ClearAlpha Technologies LP |
3 |
| Hgk Asset Management Inc |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
3 |
| Modern Wealth Management, LLC |
3 |
| Dreyfus High Yield Strategies Fund |
3 |
| Ksa Capital Management, Llc |
3 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
3 |
| TimesSquare Capital Management, LLC |
3 |
| GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
3 |
| Tygh Capital Management, Inc. |
3 |
| Clarus Wealth Advisors |
3 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| Keeley-Teton Advisors, LLC |
3 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
| Squar Milner Financial Services Llc |
3 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
3 |
| Independence Bank of Kentucky |
3 |
| McKinley Carter Wealth Services, Inc. |
3 |
| Tibra Equities Europe Ltd |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
3 |
| Community Bank, N.A. |
3 |
| Global Financial Private Capital, LLC |
3 |
| WealthCollab, LLC |
3 |
| American Capital Advisory, LLC |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| Triad Wealth Partners, LLC |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Hilltop National Bank |
3 |
| Seeds Investor Llc |
3 |
| Carillon Tower Advisers, Inc. |
3 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
| Swedbank AB |
3 |
| Kaizen Advisory, Llc |
3 |
| LRI Investments, LLC |
3 |
| Perigon Wealth Management, LLC |
3 |
| Icon Wealth Partners, LLC |
3 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| Savior LLC |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
3 |
| Truewealth Llc |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Korea Investment CORP |
3 |
| Kelly Financial Services LLC |
3 |
| World Equity Group, Inc. |
3 |
| NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF |
3 |
| J. Safra Sarasin Holding AG |
3 |
| Providence Capital Advisors, LLC |
3 |
| Abound Wealth Management |
3 |
| 6 Meridian |
3 |
| Hanson & Doremus Investment Management |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| Ashton Thomas Securities, Llc |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Ridgewood Investments LLC |
3 |
| Premia Global Advisors, Llc |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| First Command Advisory Services, Inc. |
3 |
| FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
3 |
| Eagle Boston Investment Management Inc |
3 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
3 |
| ORG Wealth Partners, LLC |
3 |
| Omnia Family Wealth, LLC |
3 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
3 |
| Highline Wealth Partners Llc |
3 |
| Seven Bridges Advisors LLC |
3 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
| Brasada Capital Management, Lp |
3 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
| Colonial Trust Advisors |
3 |
| Cowen And Company, Llc |
3 |
| Avestar Capital, LLC |
3 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
3 |
| WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
3 |
| First Midwest Bank Trust Division |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Advantage Investment Management, Llc |
3 |
| RK Capital Management, LLC |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| Fortis Advisors, LLC |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| 361 Capital Llc |
3 |
| Tyers Asset Management LLC |
3 |
| PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF |
3 |
| Raiffeisen Bank International AG |
3 |
| Quantessence Capital LLC |
3 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| Point72 Europe (London) LLP |
3 |
| FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares |
3 |
| West Branch Capital LLC |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Mpwm Advisory Solutions, Llc |
3 |
| Dogwood Wealth Management LLC |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| Adviser Investments LLC |
3 |
| Empirical Finance, LLC |
3 |
| Binnacle Investments Inc |
3 |
| Private Wealth Asset Management, LLC |
3 |
| SummitTX Capital, L.P. |
3 |
| Caxton Associates Llp |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| Equitable Holdings, Inc. |
3 |
| Impax Asset Management Group plc |
3 |
| Abn Amro Investment Solutions |
3 |
| Lmcg Investments, Llc |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| Glenmede Investment Management, LP |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
3 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
| Integral Derivatives, LLC |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
3 |
| Winch Advisory Services, LLC |
3 |
| Ellis Investment Partners, LLC |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Orrstown Financial Services Inc |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| Personal Wealth Partners |
3 |
| Angeles Investment Advisors, LLC |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| DnB Asset Management AS |
3 |
| TrinityPoint Wealth, LLC |
3 |
| Heritage Wealth Advisors |
3 |
| McAdam, LLC |
3 |
| Malaga Cove Capital, LLC |
3 |
| Reliance Trust Co Of Delaware |
3 |
| Islet Management, LP |
3 |
| City Holding Co |
3 |
| Rokos Capital Management LLP |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| Alera Investment Advisors, LLC |
3 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
| Alpha Windward Llc |
3 |
| Actinver Wealth Management, Inc. |
3 |
| Strategic Blueprint, LLC |
3 |
| Wealthspire Advisors, LLC |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Barnett & Company, Inc. |
3 |
| Brandywine Oak Private Wealth Llc |
3 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| Regent Investment Management LLC |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| Brookstone Capital Management |
3 |
| First Financial Corp /in/ |
3 |
| Albar Capital Ltd |
3 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
| Sonic Fund II, L.P. |
3 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
3 |
| IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
3 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
3 |
| Aegon Asset Management Uk Plc |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
3 |
| Cambridge Trust Co |
3 |
| Gq Asset Management, Llc |
3 |
| Perkins Coie Trust Co |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
| CrestPoint Capital Management, LLC |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| Principal Street Partners, LLC |
3 |
| Arden Trust Co |
3 |
| Signature Estate & Investment Advisors Llc |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| Baystate Wealth Management LLC |
3 |
| Edge Wealth Management LLC |
3 |
| Leap Investments Lp |
3 |
| OneAscent Financial Services LLC |
3 |
| Marshwinds Advisory Co |
3 |
| First Bank & Trust |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| West Oak Capital, LLC |
3 |
| Asset Planning Services, Ltd. |
3 |
| Hollencrest Capital Management |
3 |
| Whitebox Mutual Funds |
3 |
| Fulton Bank, N.a. |
3 |
| First Financial Bank - Trust Division |
3 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Cove Street Capital, LLC |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| Kings Point Capital Management |
3 |
| Alaska Permanent Fund Corp |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Corient Capital Partners, LLC |
3 |
| Green Square Capital Advisors Llc |
3 |
| MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Voya Financial Advisors, Inc. |
3 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
3 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| Stux Capital Management, LLC |
3 |
| Century Capital Management, LLC |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
| Leuthold Group, Llc |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
3 |
| Hodges Capital Management Inc. |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
3 |
| Gluskin Sheff & Assoc Inc |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
3 |
| Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
| DSAM Partners (London) Ltd |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
| Pacific Ridge Capital Partners, LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| Yellowstone Partners, LLC |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
3 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
| First Allied Advisory Services, Inc. |
3 |
| London Co Of Virginia |
3 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
3 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
3 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
| Alerus Financial Na |
3 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| Twin Capital Management Inc |
3 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
3 |
| Edge Asset Management, Inc |
3 |
| CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| United Asset Strategies, Inc. |
3 |
| Uniplan Investment Counsel, Inc. |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
3 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
3 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
3 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
3 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
3 |
| AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
3 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
3 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
3 |
| Comerica Securities Inc |
3 |
| Piper Sandler & Co. |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| National Penn Investors Trust Co /pa |
3 |
| Philadelphia Trust Co |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| Freshford Capital Management, LLC |
3 |
| Alpine Associates Management Inc. |
3 |
| NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
3 |
| JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
3 |
| Capital Asset Advisory Services LLC |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| S&co Inc |
3 |
| Welch & Forbes Llc |
3 |
| City National Bank |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
3 |
| PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Catapult Capital Management Llc |
3 |
| Amica Retiree Medical Trust |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| Herndon Capital Management Llc |
3 |
| ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
3 |
| Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
| LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| ACK Asset Management LLC |
3 |
| ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
3 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
3 |
| OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| Skylands Capital, LLC |
3 |
| Seizert Capital Partners, Llc |
3 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
| JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| IronBridge Capital Management LP |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| Reynolds Capital Management Llc |
3 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
3 |
| Dempze Nancy E |
3 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
| SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
3 |
| DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A |
3 |
| WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
3 |
| HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
3 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
3 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| Kessler Investment Group, LLC |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| AlphaOne Investment Services, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
3 |
| Choate Investment Advisors |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
3 |
| RWC Asset Management LLP |
3 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
3 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
3 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
3 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| Iridian Asset Management Llc/ct |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| Adirondack Research & Management Inc. |
3 |
| Tiverton Asset Management Llc |
3 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
| Archon Partners LLC |
3 |
| TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y |
3 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
3 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
3 |
| Perritt Capital Management Inc |
3 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| Clearline Capital LP |
3 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| Stoneridge Investment Partners Llc |
3 |
| Tdam Usa Inc. |
3 |
| DRW Securities, LLC |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| Dean Investment Associates, Llc |
3 |
| TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
3 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
3 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
| Mason Hill Advisors Llc |
3 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
3 |
| Tuttle Tactical Management LLC |
3 |
| Emory University |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
| Capstone Financial Advisors, Inc. |
3 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
3 |
| Cannell Peter B & Co Inc |
3 |
| Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
3 |
| Wbi Investments, Inc. |
3 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
3 |
| Copeland Capital Management, LLC |
3 |
| Ascend Capital, Llc |
3 |
| Frontier Wealth Management LLC |
3 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
| Cahill Financial Advisors Inc |
3 |
| RHJ International SA |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
3 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
3 |
| Kylin Management LLC |
3 |
| Parkwood LLC |
3 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
3 |
| Lincoln National Corp |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Gilder Gagnon Howe & Co Llc |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| Pinnacle Financial Partners Inc |
3 |
| Bluestein R H & Co |
3 |
| NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
| Pax World Management Llc |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| Melvin Capital Management LP |
3 |
| First National Bank Of Omaha |
3 |
| GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
3 |
| Strategic Capital Alternatives LLC |
3 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
3 |
| FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares |
3 |
| Clean Yield Group |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
| Formidable Asset Management, LLC |
3 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
3 |
| TRUE Private Wealth Advisors |
3 |
| HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
| OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
3 |
| Schwartz Investment Counsel Inc |
3 |
| Nippon Life Global Investors Americas, Inc. |
3 |
| Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
3 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
| First Foundation Advisors |
3 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
3 |
| IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
3 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| Fiduciary Management Inc /wi/ |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
3 |
| FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
3 |
| Primecap Management Co/ca/ |
3 |
| EULAV Asset Management |
3 |
| Dynamic Capital Management Ltd |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| Pitcairn Co |
3 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
3 |
| Cambria Investment Management, L.P. |
3 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
| Summit Partners Public Asset Management, Llc |
3 |
| Tributary Capital Management, LLC |
3 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
| 13D Management LLC |
3 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
| Zimmer Partners, LP |
3 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
3 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
3 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
3 |
| Nicholas Investment Partners, LP |
3 |
| Syntal Capital Partners, LLC |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| Penn Capital Management Co Inc |
3 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
3 |
| Vivaldi Asset Management, LLC |
3 |
| Arlington Value Capital, LLC |
3 |
| Bluefin Trading, LLC |
3 |
| Governors Lane LP |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| Elefante Michael B |
3 |
| Hawk Ridge Capital Management Lp |
3 |
| IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
3 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| Gabelli Go Anywhere Trust |
3 |
| Hl Financial Services Llc |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| Gabelli Dividend & Income Trust |
3 |
| Nuveen Diversified Dividend & Income Fund |
3 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
3 |
| Gabelli Global Small & Mid Cap Value Trust |
3 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
3 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
| Griffin Institutional Access Credit Fund |
3 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
| Nuveen Credit Opportunities 2022 Target Term Fund |
3 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
| Matarin Capital Management, LLC |
3 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
| HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
3 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| Jackson Square Capital, Llc |
3 |
| ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
3 |
| RQSI Ltd |
3 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
3 |
| Strategic Investment Management, Llc |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| WFA of San Diego, LLC |
3 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
3 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| Maple Securities Usa Inc |
3 |
| LMR Master Fund Ltd |
3 |
| Quantedge Capital Pte Ltd |
3 |
| Ativo Capital Management LLC |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| GHP Investment Advisors, Inc. |
3 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
| Perpetual Ltd |
3 |
| RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Eminence Capital, Lp |
3 |
| First Pacific Financial |
3 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
| Td Asset Management Usa Funds Inc. |
3 |
