| Pnc Financial Services Group, Inc. |
12 |
| Russell Investments Group, Ltd. |
11 |
| Ameriprise Financial Inc |
11 |
| Captrust Financial Advisors |
11 |
| IFP Advisors, Inc |
10 |
| Ubs Asset Management Americas Inc |
10 |
| Steward Partners Investment Advisory, Llc |
9 |
| Walleye Capital LLC |
9 |
| Centiva Capital, LP |
9 |
| Nomura Holdings Inc |
9 |
| Rhumbline Advisers |
9 |
| Covestor Ltd |
9 |
| Fmr Llc |
9 |
| GAMMA Investing LLC |
9 |
| State Street Corp |
9 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
9 |
| Barclays Plc |
9 |
| Skopos Labs, Inc. |
9 |
| Citigroup Inc |
9 |
| Lord, Abbett & Co. Llc |
9 |
| Bank Of America Corp /de/ |
9 |
| Invesco Ltd. |
9 |
| Comerica Bank |
9 |
| Jpmorgan Chase & Co |
9 |
| Quadrant Capital Group Llc |
9 |
| Morgan Stanley |
9 |
| Citadel Advisors Llc |
9 |
| Lazard Asset Management Llc |
9 |
| BlackRock, Inc. |
9 |
| Marshall Wace, Llp |
9 |
| Royal Bank Of Canada |
9 |
| Susquehanna International Group, Llp |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
9 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
9 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
8 |
| Nuveen Asset Management, LLC |
8 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
8 |
| Qube Research & Technologies Ltd |
8 |
| Parametric Portfolio Associates Llc |
8 |
| Point72 Asset Management, L.P. |
8 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
8 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
8 |
| UBS Group AG |
8 |
| Stifel Financial Corp |
8 |
| Group One Trading, L.p. |
8 |
| Magnetar Financial LLC |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| PEAK6 Investments LLC |
8 |
| Bnp Paribas Arbitrage, Sa |
8 |
| Renaissance Technologies Llc |
8 |
| Northwestern Mutual Wealth Management Co |
8 |
| Janus Henderson Group Plc |
8 |
| Proequities, Inc. |
8 |
| Pacer Advisors, Inc. |
8 |
| EverSource Wealth Advisors, LLC |
8 |
| Parallel Advisors, LLC |
8 |
| Jones Financial Companies Lllp |
8 |
| Deutsche Bank Ag\ |
8 |
| First Trust Advisors Lp |
8 |
| Schonfeld Strategic Advisors LLC |
8 |
| Cwm, Llc |
8 |
| Advisor Group Holdings, Inc. |
8 |
| Canada Pension Plan Investment Board |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
8 |
| Franklin Resources Inc |
8 |
| Nomura Asset Management Co Ltd |
8 |
| Jane Street Group, Llc |
8 |
| Simplex Trading, Llc |
8 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
8 |
| Wells Fargo & Company/mn |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| Millennium Management Llc |
8 |
| Two Sigma Investments, Lp |
8 |
| Fisher Asset Management, LLC |
8 |
| Credit Suisse Ag/ |
8 |
| Goldman Sachs Group Inc |
8 |
| Glenmede Trust Co Na |
8 |
| Verition Fund Management LLC |
8 |
| Fox Run Management, L.l.c. |
7 |
| Point72 Hong Kong Ltd |
7 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
| Dynamic Technology Lab Private Ltd |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
7 |
| Allworth Financial LP |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| Voloridge Investment Management, Llc |
7 |
| Bessemer Group Inc |
7 |
| Tower Research Capital LLC (TRC) |
7 |
| Sei Investments Co |
7 |
| Polar Asset Management Partners Inc. |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
7 |
| Squarepoint Ops LLC |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| Amundi |
7 |
| Boothbay Fund Management, Llc |
7 |
| PDT Partners, LLC |
7 |
| Vanguard Group Inc |
7 |
| ExodusPoint Capital Management, LP |
7 |
| Tudor Investment Corp Et Al |
7 |
| Public Employees Retirement Association Of Colorado |
7 |
| Thrivent Financial For Lutherans |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
7 |
| Balyasny Asset Management Llc |
7 |
| Meeder Asset Management Inc |
7 |
| Fred Alger Management, Llc |
7 |
| CIBC Private Wealth Group, LLC |
7 |
| Farther Finance Advisors, LLC |
7 |
| Advisors Asset Management, Inc. |
7 |
| Boston Private Wealth Llc |
7 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
7 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
7 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
| Bank Of Montreal /can/ |
7 |
| Price T Rowe Associates Inc /md/ |
7 |
| Federated Hermes, Inc. |
7 |
| Winton Capital Group Ltd |
7 |
| Victory Capital Management Inc |
7 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
7 |
| XTX Topco Ltd |
7 |
| Ergoteles LLC |
7 |
| Jump Financial, LLC |
7 |
| HighTower Advisors, LLC |
7 |
| Huntington National Bank |
7 |
| Dimensional Fund Advisors Lp |
7 |
| Rockefeller Capital Management L.P. |
7 |
| Voya Investment Management Llc |
7 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
7 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
| Northern Trust Corp |
7 |
| Bank of New York Mellon Corp |
7 |
| Blair William & Co/il |
7 |
| Parallax Volatility Advisers, L.P. |
7 |
| Hrt Financial Lp |
7 |
| Toronto Dominion Bank |
7 |
| MetLife Investment Management, LLC |
7 |
| Legal & General Group Plc |
7 |
| Charles Schwab Investment Management Inc |
7 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
7 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
| Prelude Capital Management, Llc |
7 |
| Holocene Advisors, LP |
7 |
| State of Wyoming |
7 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
7 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
7 |
| Yousif Capital Management, Llc |
7 |
| Capstone Investment Advisors, Llc |
7 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| Quantbot Technologies LP |
7 |
| D. E. Shaw & Co., Inc. |
7 |
| New York State Common Retirement Fund |
7 |
| Trexquant Investment LP |
7 |
| Coldstream Capital Management Inc |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| Healthcare Of Ontario Pension Plan Trust Fund |
7 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
| Cubist Systematic Strategies, LLC |
7 |
| Wolverine Trading, Llc |
7 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| Engineers Gate Manager LP |
7 |
| Raymond James Financial Inc |
7 |
| Twinbeech Capital Lp |
7 |
| SG Americas Securities, LLC |
7 |
| Nebula Research & Development LLC |
7 |
| Stephens Consulting, LLC |
6 |
| Versant Capital Management, Inc |
6 |
| Oppenheimer Asset Management Inc. |
6 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
6 |
| Principal Financial Group Inc |
6 |
| CENTRAL TRUST Co |
6 |
| Prudential Financial Inc |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| True Wealth Design, LLC |
6 |
| Us Bancorp \de\ |
6 |
| Jefferies Financial Group Inc. |
6 |
| Point72 (DIFC) Ltd |
6 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
6 |
| Ensign Peak Advisors, Inc |
6 |
| Arrowstreet Capital, Limited Partnership |
6 |
| GWM Advisors LLC |
6 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
| Td Asset Management Inc |
6 |
| Jennison Associates Llc |
6 |
| LMR Partners LLP |
6 |
| Pictet Asset Management Holding SA |
6 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
6 |
| Raymond James & Associates |
6 |
| Seven Eight Capital, Lp |
6 |
| Norges Bank |
6 |
| Aqr Capital Management Llc |
6 |
| Signaturefd, Llc |
6 |
| FDx Advisors, Inc. |
6 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
6 |
| Cetera Investment Advisers |
6 |
| Kayne Anderson Rudnick Investment Management Llc |
6 |
| Rothschild Investment Llc |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
| MAI Capital Management |
6 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
6 |
| Connor, Clark & Lunn Investment Management Ltd. |
6 |
| Woodline Partners LP |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
6 |
| Motco |
6 |
| Sterling Capital Management LLC |
6 |
| Brown Brothers Harriman & Co |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| William Blair Investment Management, Llc |
6 |
| Capital Performance Advisors Llp |
6 |
| Smartleaf Asset Management LLC |
6 |
| Aquatic Capital Management LLC |
6 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
6 |
| Caption Management, LLC |
6 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
6 |
| Aperio Group, LLC |
6 |
| Gotham Asset Management, LLC |
6 |
| Paradigm Asset Management Co Llc |
6 |
| Larson Financial Group LLC |
6 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
6 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
6 |
| Bridgefront Capital, LLC |
6 |
| Walleye Trading LLC |
6 |
| Aigen Investment Management, Lp |
6 |
| Brevan Howard Capital Management LP |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
| Front Row Advisors LLC |
6 |
| Bayesian Capital Management, LP |
6 |
| Caxton Associates Lp |
6 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
| Lindbrook Capital, Llc |
6 |
| Cary Street Partner Investment Advisory Llc |
6 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
6 |
| Truist Financial Corp |
6 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
6 |
| State Of Wisconsin Investment Board |
6 |
| National Bank Of Canada /fi/ |
6 |
| Mariner, LLC |
6 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
6 |
| State of Tennessee, Treasury Department |
6 |
| C M Bidwell & Associates Ltd |
6 |
| Belpointe Asset Management LLC |
6 |
| LPL Financial LLC |
6 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
6 |
| First Horizon Advisors, Inc. |
6 |
| Putnam Investments Llc |
6 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
| Man Group plc |
6 |
| Geode Capital Management, Llc |
6 |
| Two Sigma Advisers, Lp |
6 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| Mackenzie Financial Corp |
6 |
| Parkside Financial Bank & Trust |
6 |
| Landscape Capital Management, L.l.c. |
6 |
| Hsbc Holdings Plc |
6 |
| Assetmark, Inc |
6 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
6 |
| Quarry LP |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| Bell Investment Advisors, Inc |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| Nisa Investment Advisors, Llc |
6 |
| Principal Securities, Inc. |
6 |
| SBI Securities Co., Ltd. |
6 |
| Alliancebernstein L.p. |
6 |
| Envestnet Asset Management Inc |
6 |
| Allianz Asset Management GmbH |
6 |
| Global Retirement Partners, LLC |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| Mirae Asset Global Investments Co., Ltd. |
6 |
| Alberta Investment Management Corp |
6 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
6 |
| FNY Investment Advisers, LLC |
6 |
| Nuveen, LLC |
6 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
6 |
| Allspring Global Investments Holdings, LLC |
6 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
6 |
| Macquarie Group Ltd |
6 |
| Diversified Trust Co |
6 |
| Creative Planning |
6 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
6 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| First Mercantile Trust Co |
5 |
| Commonwealth Equity Services, Llc |
5 |
| Putnam Master Intermediate Income Trust |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
5 |
| Eagle Asset Management Inc |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| Clearbridge Investments, LLC |
5 |
| Algert Global Llc |
5 |
| Apollo Management Holdings, L.P. |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| Driehaus Capital Management Llc |
5 |
| Polar Capital Holdings Plc |
5 |
| Vontobel Holding Ltd. |
5 |
| ProShare Advisors LLC |
5 |
| Calamos Advisors LLC |
5 |
| Westwood Holdings Group Inc |
5 |
| Graham Capital Management, L.P. |
5 |
| Los Angeles Capital Management Llc |
5 |
| Pathstone Family Office, Llc |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Wolff Wiese Magana Llc |
5 |
| WPG Advisers, LLC |
5 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
5 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| Old Mission Capital Llc |
5 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
5 |
| Baird Financial Group, Inc. |
5 |
| Marshall Wace North America L.P. |
5 |
| Paloma Partners Management Co |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| Keybank National Association/oh |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| Laurion Capital Management LP |
5 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
| Quest Partners LLC |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Neuberger Berman Group LLC |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| First Republic Investment Management, Inc. |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| Legato Capital Management LLC |
5 |
| FORA Capital, LLC |
5 |
| KBC Group NV |
5 |
| Capital Fund Management S.a. |
5 |
| Cinctive Capital Management LP |
5 |
| CIBC Asset Management Inc |
5 |
| Mirabella Financial Services Llp |
5 |
| Corebridge Financial, Inc. |
5 |
| EntryPoint Capital, LLC |
5 |
| Sciencast Management LP |
5 |
| Maverick Capital Ltd |
5 |
| Entropy Technologies, LP |
5 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
5 |
| International Assets Investment Management, Llc |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
| Federation des caisses Desjardins du Quebec |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| Clear Street Markets Llc |
5 |
| California State Teachers Retirement System |
5 |
| Strs Ohio |
5 |
| Axq Capital, Lp |
5 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
5 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
5 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
| Hantz Financial Services, Inc. |
5 |
| Two Sigma Securities, Llc |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
5 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
5 |
| Headlands Technologies LLC |
5 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
5 |
| Cornerstone Planning Group LLC |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| Atika Capital Management LLC |
5 |
| Point72 Europe (London) LLP |
5 |
| Panagora Asset Management Inc |
5 |
| SRS Capital Advisors, Inc. |
5 |
| Cerity Partners LLC |
5 |
| Hartland & Co., LLC |
5 |
| Petrus Trust Company, LTA |
5 |
| Natixis Advisors, L.p. |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
5 |
| Sherbrooke Park Advisers Llc |
5 |
| Ronald Blue Trust, Inc. |
5 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
| Gabelli Funds Llc |
5 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
5 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
5 |
| Castleark Management Llc |
5 |
| Intech Investment Management Llc |
5 |
| Point72 Middle East FZE |
5 |
| American International Group, Inc. |
5 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| Gsa Capital Partners Llp |
5 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
5 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
5 |
| Ubs Oconnor Llc |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Janney Montgomery Scott LLC |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| Stuart Chaussee & Associates, Inc. |
5 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| Klp Kapitalforvaltning As |
5 |
| Cutler Group LP |
5 |
| JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| Valeo Financial Advisors, LLC |
5 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| Cibc World Markets Corp |
5 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| Peak6 Llc |
5 |
| Private Trust Co Na |
5 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| Dark Forest Capital Management Lp |
5 |
| Putnam Premier Income Trust |
5 |
| Tocqueville Asset Management L.p. |
5 |
| Golden State Wealth Management, LLC |
5 |
| Prestige Wealth Management Group LLC |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| Umb Bank N A/mo |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| Eagle Bay Advisors LLC |
5 |
| Cresset Asset Management, LLC |
5 |
| Glassman Wealth Services |
5 |
| Advisory Services Network, LLC |
5 |
| SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
5 |
| Quadrature Capital Ltd |
5 |
| Virtu Financial LLC |
5 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
5 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
5 |
| Sierra Capital LLC |
5 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| Axa S.a. |
5 |
| Prudential Plc |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Geneos Wealth Management Inc. |
5 |
| Riverview Trust Co |
5 |
| Fifth Third Bancorp |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
5 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
5 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
5 |
| Jupiter Asset Management Ltd |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Amalgamated Bank |
5 |
| SOUTH STATE Corp |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| Ellevest, Inc. |
5 |
| Wellington Management Group Llp |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Blackrock Multi-sector Income Trust |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| Moody National Bank Trust Division |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| Arizona State Retirement System |
5 |
| Royce & Associates Lp |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| Public Sector Pension Investment Board |
5 |
| Sofos Investments, Inc. |
5 |
| Handelsbanken Fonder AB |
5 |
| Harbour Investments, Inc. |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| Atlas Capital Advisors Llc |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
5 |
| Private Capital Group, LLC |
5 |
| Acadian Asset Management Llc |
5 |
| Vident Advisory, LLC |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| Swiss National Bank |
5 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
5 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| M&t Bank Corp |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| American Century Companies Inc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
5 |
| Twin Peaks Wealth Advisors, LLC |
5 |
| Loomis Sayles & Co L P |
5 |
| FIL Ltd |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| Whittier Trust Co |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| Blackrock Core Bond Trust |
4 |
| Blackrock Ltd Duration Income Trust |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| HB Wealth Management, LLC |
4 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P |
4 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
| Corton Capital Inc. |
4 |
| Gabelli Equity Trust Inc |
4 |
| Ancora Advisors, LLC |
4 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
4 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
4 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| Brown Advisory Inc |
4 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
4 |
| Ameritas Advisory Services, LLC |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
4 |
| Steward Financial Group LLC |
4 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
4 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
| Park Avenue Securities Llc |
4 |
| Guggenheim Active Allocation Fund |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| Guggenheim Capital Llc |
4 |
| State Farm Mutual Fund Trust |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
4 |
| State Farm Variable Product Trust |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| Johnson Financial Group, Inc. |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Evermay Wealth Management Llc |
4 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
| BlackRock ESG Capital Allocation Trust |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| FourThought Financial, LLC |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
4 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Bartlett & Co. LLC |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
4 |
| Evoke Wealth, Llc |
4 |
| Accurate Wealth Management, LLC |
4 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
| IMC-Chicago, LLC |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Atom Investors LP |
4 |
| Quantinno Capital Management LP |
4 |
| Weld Capital Management Llc |
4 |
| Zions Bancorporation, N.A. |
4 |
| Duality Advisers, Lp |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Blueshift Asset Management, LLC |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
4 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
| Continuum Advisory, LLC |
4 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
4 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| Oxford Asset Management Llp |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| Banque Pictet & Cie Sa |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| AdvisorNet Financial, Inc |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| CWM Advisors, LLC |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| Berman Capital Advisors, LLC |
4 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
4 |
| Doubleline Income Solutions Fund |
4 |
| Doubleline Opportunistic Credit Fund |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
| Bridger Management, Llc |
4 |
| Jefferies Group LLC |
4 |
| Maryland State Retirement & Pension System |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Accel Wealth Management |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| BlackRock ETF Trust - BlackRock Future Health ETF |
4 |
| Pictet Asset Management Ltd |
4 |
| Capital Research Global Investors |
4 |
| BlackRock Capital Allocation Trust |
4 |
| Zacks Investment Management |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
4 |
| Texas Permanent School Fund |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| Abound Wealth Management |
4 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
4 |
| Prospera Financial Services Inc |
4 |
| Cipher Capital LP |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| RBB FUND, INC. - Aquarius International Fund |
4 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
4 |
| Reliance Trust Co Of Delaware |
4 |
| Heritage Wealth Advisors |
4 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
4 |
| Farmers & Merchants Investments Inc |
4 |
| Financial Architects, Inc |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| Eqis Capital Management, Inc. |
4 |
| Colonial Trust Advisors |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
| Wcm Investment Management, Llc |
4 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| Mutual Of America Capital Management Llc |
4 |
| BlackRock Health Sciences Trust II |
4 |
| DoubleLine Yield Opportunities Fund |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Manchester Capital Management LLC |
4 |
| Highbridge Capital Management Llc |
4 |
| MBEQX - M FUND INC - M International Equity Fund |
4 |
| Caas Capital Management Lp |
4 |
| Bank Julius Baer & Co. Ltd, Zurich |
4 |
| JustInvest LLC |
4 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
4 |
| Eudaimonia Partners, LLC |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Financial Management Professionals, Inc. |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Wolverine Asset Management Llc |
4 |
| Key FInancial Inc |
4 |
| Scientech Research LLC |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Ieq Capital, Llc |
4 |
| Thompson Davis & Co., Inc. |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| Lisanti Capital Growth, LLC |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
| World Asset Management Inc |
4 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
4 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
4 |
| Alyeska Investment Group, L.P. |
4 |
| Tortoise Investment Management, LLC |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| CIBC World Markets Inc. |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
4 |
| Teacher Retirement System Of Texas |
4 |
| Nordea Investment Management Ab |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| King Luther Capital Management Corp |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
4 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
4 |
| VGLSX - VALIC Co I - Global Strategy Fund |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
4 |
| Natixis |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| A.R.T. Advisors, LLC |
4 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Tfo-tdc, Llc |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| Mather Group, Llc. |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| Brookfield Asset Management Inc. |
4 |
| Trust Co Of Vermont |
4 |
| Pictet Asset Management Sa |
4 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
4 |
| Waddell & Reed Financial Inc |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class |
4 |
| Exchange Traded Concepts, Llc |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| First Manhattan Co |
4 |
| New York State Teachers Retirement System |
4 |
| Fortitude Family Office, LLC |
4 |
| Eaton Vance Management |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
| DAVENPORT & Co LLC |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| Atria Investments Llc |
4 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
4 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
4 |
| Gilder Gagnon Howe & Co Llc |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| Prescott Group Capital Management, L.l.c. |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| Baker Avenue Asset Management, LP |
4 |
| Sit Investment Associates Inc |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| Raymond James Financial Services Advisors, Inc. |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| Nbc Securities, Inc. |
4 |
| Focused Wealth Management, Inc |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
4 |
| MCF Advisors LLC |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Sonora Investment Management, LLC |
4 |
| Essex Investment Management Co Llc |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
4 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
| Synovus Financial Corp |
4 |
| Stephens Inc /ar/ |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| Nicholas Company, Inc. |
4 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
4 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
4 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| Xponance, Inc. |
4 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
4 |
| PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
4 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
4 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| Baillie Gifford & Co |
4 |
| United Services Automobile Association |
4 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| Fiera Capital Corp |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| 1832 Asset Management L.P. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| Cetera Advisor Networks LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| Portside Wealth Group, LLC |
4 |
| Gts Securities Llc |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
4 |
| NumerixS Investment Technologies Inc |
4 |
| LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
4 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| Whipplewood Advisors, LLC |
4 |
| Public Employees Retirement System Of Ohio |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| American Portfolios Advisors |
4 |
| Bokf, Na |
4 |
| JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| Deerfield Management Company, L.p. (series C) |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| CI Private Wealth, LLC |
4 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
| Ladenburg Thalmann Financial Services Inc |
4 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| Jacobs Levy Equity Management, Inc |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Twin Tree Management, LP |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Summit Partners Public Asset Management, Llc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
4 |
| Mml Investors Services, Llc |
4 |
| AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I |
4 |
| First Personal Financial Services |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| WASHINGTON TRUST Co |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| IXJ - iSHARES TRUST - iShares Global Healthcare ETF |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
| Advisor Group, Inc. |
4 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| R Squared Ltd |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| Versor Investments LP |
4 |
| Aviva Plc |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
4 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| AE Wealth Management LLC |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| Brinker Capital Investments, LLC |
4 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Assenagon Asset Management S.A. |
4 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| O'shaughnessy Asset Management, Llc |
4 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
4 |
| Fortitude Advisory Group L.L.C. |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| Atlantic Trust, LLC |
4 |
| Lenox Wealth Management, Inc. |
4 |
| Artisan Partners Limited Partnership |
4 |
| Amalgamated Financial Corp. |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
4 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
4 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
4 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
4 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
4 |
| Schroder Investment Management Group |
4 |
| Armistice Capital, Llc |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
4 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| GW&K Investment Management, LLC |
3 |
| West Family Investments, Inc. |
3 |
| FPRAX - FPA PARAMOUNT FUND INC - FPA Paramount Fund, Inc. |
3 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
| RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
3 |
| Guardian Variable Products Trust - Guardian International Growth VIP Fund |
3 |
| CNB Bank |
3 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
3 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Spire Wealth Management |
3 |
| TD Waterhouse Canada Inc. |
3 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
| Telemus Capital, Llc |
3 |
| Xai Octagon Floating Rate & Alternative Income Term Trust |
3 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
3 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
3 |
| CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
3 |
| First Hawaiian Bank |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| PICTET BANK & TRUST Ltd |
3 |
| Nvwm, Llc |
3 |
| Sandy Spring Bank |
3 |
| Qrg Capital Management, Inc. |
3 |
| Carroll Financial Associates, Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
| Altshuler Shaham Ltd |
3 |
| Winton Diversified Opportunities Fund |
3 |
| Baystate Wealth Management LLC |
3 |
| Mascoma Wealth Management LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
3 |
| Advisory Research Inc |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
| BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
3 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
3 |
| Optiver Holding B.V. |
3 |
| HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A |
3 |
| Hollencrest Capital Management |
3 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
| NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
3 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
3 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| CX Institutional |
3 |
| TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
3 |
| J. Goldman & Co LP |
3 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
3 |
| Invesco Senior Loan Fund |
3 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
| NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A |
3 |
| Equitable Trust Co |
3 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
3 |
| Pallas Capital Advisors LLC |
3 |
| Selective Wealth Management, Inc. |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
| WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| Df Dent & Co Inc |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Syon Capital Llc |
3 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
3 |
| Transatlantique Private Wealth Llc |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| Axel Capital Management, LLC |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
| Moors & Cabot, Inc. |
3 |
| EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A |
3 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
3 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
3 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
3 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
| Oarsman Capital, Inc. |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| CAPROCK Group, Inc. |
3 |
| AIA Group Ltd |
3 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
3 |
| Blackrock Credit Allocation Income Trust |
3 |
| Elkfork Partners LLC |
3 |
| EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
3 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
3 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
| IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
3 |
| Sig Brokerage, Lp |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| Teza Capital Management LLC |
3 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
3 |
| Impax Asset Management Group plc |
3 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
3 |
| Caxton Associates Llp |
3 |
| FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
3 |
| IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
| Cape Investment Advisory, Inc. |
3 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
3 |
| Dfpg Investments, Llc |
3 |
| Money Concepts Capital Corp |
3 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
3 |
| Valley National Advisers Inc |
3 |
| Montag A & Associates Inc |
3 |
| Quantamental Technologies LLC |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| LS Investment Advisors, LLC |
3 |
| Credit Agricole S A |
3 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
3 |
| Wedbush Securities Inc |
3 |
| Hardy Reed LLC |
3 |
| JJJ Advisors Inc. |
3 |
| Vanguard World Fund |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
3 |
| Old North State Trust, LLC |
3 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Pictet & Cie (Europe) SA |
3 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
| Alphacrest Capital Management Llc |
3 |
| Sawgrass Asset Management Llc |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| Picton Mahoney Asset Management |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| Empowered Funds, LLC |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| Macroview Investment Management Llc |
3 |
| Next Capital Management LLC |
3 |
| Frontier Capital Management Co Llc |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| Townsquare Capital Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
| Apollon Wealth Management, LLC |
3 |
| MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
| PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A |
3 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
| Ameritas Investment Corp |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
| ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares |
3 |
| Avantax Advisory Services, Inc. |
3 |
| HHM Wealth Advisors, LLC |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| Innealta Capital, Llc |
3 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
3 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| Neo Ivy Capital Management |
3 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
3 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
| Counterpoint Mutual Funds LLC |
3 |
| Van Eck Associates Corp |
3 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
| Salomon & Ludwin, LLC |
3 |
| Chartwell Investment Partners, Llc |
3 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| Quest Capital Management Inc /adv |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A |
3 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
3 |
| Covenant Partners, LLC |
3 |
| Hodges Capital Management Inc. |
3 |
| HighPoint Advisor Group LLC |
3 |
| Liberty Wealth Management Llc |
3 |
| Bellecapital International Ltd. |
3 |
| NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
3 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
3 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
3 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
| Sunbelt Securities, Inc. |
3 |
| MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF |
3 |
| TimesSquare Capital Management, LLC |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
3 |
| WealthStone, Inc. |
3 |
| HAP Trading, LLC |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
3 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
3 |
| FineMark National Bank & Trust |
3 |
| Principal Funds Inc |
3 |
| Adage Capital Partners Gp, L.l.c. |
3 |
| Private Advisor Group, LLC |
3 |
| Weaver Consulting Group |
3 |
| Pittenger & Anderson Inc |
3 |
| FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund |
3 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
| Divisadero Street Capital Management, LP |
3 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
| Freestone Capital Holdings, LLC |
3 |
| FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
3 |
| FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
3 |
| FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
3 |
| FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
3 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
| FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
3 |
| FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
3 |
| M&g Investment Management Ltd |
3 |
| Amica Mutual Insurance Co |
3 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
3 |
| EAM Investors, LLC |
3 |
| MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A |
3 |
| Williams Jones Wealth Management, LLC. |
3 |
| Capital Analysts, Inc. |
3 |
| Bollard Group LLC |
3 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
3 |
| USS Investment Management Ltd |
3 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
3 |
| Aristotle Capital Management, LLC |
3 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| FPA FUNDS TRUST - FPA International Value Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| IHT Wealth Management, LLC |
3 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
| QS Investors, LLC |
3 |
| Cca Investments Trust |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
3 |
| Glen Harbor Capital Management LLC |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Orbimed Advisors Llc |
3 |
| Cetera Advisors LLC |
3 |
| Menta Capital Llc |
3 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
3 |
| Proficio Capital Partners LLC |
3 |
| Tyers Asset Management LLC |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| JNBA Financial Advisors |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
3 |
| Royal London Asset Management Ltd |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
3 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
3 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
3 |
| Veritable, L.P. |
3 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
| BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
3 |
| FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
3 |
| Granite Investment Partners, LLC |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
3 |
| BlueCrest Capital Management Ltd |
3 |
| Invesco Senior Income Trust |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| Soros Fund Management Llc |
3 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
| GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A |
3 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
| Hm Payson & Co |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
3 |
| LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 |
3 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| Jnl Series Trust - Jnl/invesco International Growth Fund (a) |
3 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
3 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
3 |
| California Public Employees Retirement System |
3 |
| Cigna Investments Inc /new |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
3 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
3 |
| Rise Advisors, LLC |
3 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
| Fortis Advisors, LLC |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
3 |
| MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
3 |
| Teachers Advisors, Llc |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| Penserra Capital Management LLC |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| Tucker Asset Management Llc |
3 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
3 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
3 |
| FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
3 |
| State of New Jersey Common Pension Fund D |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
3 |
| Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
3 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| Hancock Whitney Corp |
3 |
| Wahed Invest LLC |
3 |
| TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
3 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
3 |
| Sowell Financial Services LLC |
3 |
| NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A |
3 |
| NOIGX - Northern Funds - Northern International Equity Fund |
3 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| Financial Counselors Inc |
3 |
| Blackrock Health Sciences Trust |
3 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| Fedenia Advisers LLC |
3 |
| Rafferty Asset Management, LLC |
3 |
| Catalyst Capital Advisors LLC |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
3 |
| FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
3 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| Sierra Ocean, Llc |
3 |
| JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T |
3 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| Capital Asset Advisory Services LLC |
3 |
| FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
3 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
| Hbk Investments L P |
3 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
3 |
| MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
3 |
| OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
3 |
| Williams Jones & Associates LLC |
3 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| Pura Vida Investments, Llc |
3 |
| LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
3 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
| Element Capital Management Llc |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class C shares |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| Oberweis Asset Management Inc/ |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| Tiaa Cref Investment Management Llc |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| EXITX - MANNING & NAPIER FUND, INC. - International Series Class S |
3 |
| Skandinaviska Enskilda Banken AB (publ) |
3 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| Lido Advisors, LLC |
3 |
| Advanced Series Trust - Ast International Growth Portfolio |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
| United Capital Financial Advisers, Llc |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
| Granahan Investment Management Inc/ma |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
| AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
| Two Roads Shared Trust - APEX HealthCare ETF |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
3 |
| State of Alaska, Department of Revenue |
3 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
| Wetherby Asset Management Inc |
3 |
| Schubert & Co |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
3 |
| FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| American Funds Insurance Series |
3 |
| Park Place Capital Corp |
3 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
3 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
3 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
3 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
3 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
| QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
3 |
| Advanced Series Trust - Ast Mfs Global Equity Portfolio |
3 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
3 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
3 |
| MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
3 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
3 |
| MML SERIES INVESTMENT FUND - MML Global Fund Class I |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| PACIFIC SELECT FUND - International Large-Cap Portfolio Class I |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
3 |
| VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares |
3 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
3 |
| Venturi Wealth Management, LLC |
3 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
3 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
3 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class |
3 |
| 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 |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| Mendota Financial Group, LLC |
3 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
3 |
| RFP Financial Group LLC |
3 |
| Bluestein R H & Co |
3 |
| Gardner Lewis Asset Management L P |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| Lincoln National Corp |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| Cahill Financial Advisors Inc |
3 |
| Great Lakes Advisors, Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
| PACIFIC SELECT FUND - International Growth Portfolio Class P |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - International Growth Stock Trust Series I |
3 |
| JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| Bogart Wealth, LLC |
3 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
| USA Financial Portformulas Corp |
3 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A |
3 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
3 |
| ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
| PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
3 |
| Tcwp Llc |
3 |
| Brewin Dolphin Ltd |
3 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
| Regentatlantic Capital Llc |
3 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
3 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
3 |
| Disciplined Investments, LLC |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Riverhead Capital Management Llc |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Tiverton Asset Management Llc |
3 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
3 |
| Alpine Global Management, LLC |
3 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
3 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
| Dupont Capital Management Corp |
3 |
| GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
3 |
| Scout Investments, Inc. |
3 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| Everence Capital Management Inc |
3 |
| Smallcap World Fund Inc |
3 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
3 |
| nVerses Capital, LLC |
3 |
| Gemmer Asset Management LLC |
3 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
| YHB Investment Advisors, Inc. |
3 |
| Nelson Capital Management, LLC |
3 |
| SECOR Capital Advisors, LP |
3 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
| HighMark Wealth Management LLC |
3 |
| Rhenman & Partners Asset Management AB |
3 |
| LM Advisors LLC |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
3 |
| Pathstone Holdings, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
3 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
| Glenview Capital Management, Llc |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
| TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| Quent Capital, LLC |
3 |
| CVA Family Office, LLC |
3 |
| Emerald Advisers, Llc |
3 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
3 |
| Reilly Financial Advisors, Llc |
3 |
| WFA of San Diego, LLC |
3 |
| JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
3 |
| Piedmont Investment Advisors Llc |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
3 |
| Arkadios Wealth Advisors |
3 |
| Center for Financial Planning, Inc. |
3 |
| Rock Springs Capital Management LP |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
| Soleus Capital Management, L.P. |
3 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
| Virginia Retirement Systems Et Al |
3 |
| Enterprise Financial Services Corp |
3 |
| Invenomic Capital Management LP |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| SJS Investment Consulting Inc. |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Marks Group Wealth Management, Inc |
3 |
| Barings Global Short Duration High Yield Fund |
3 |
| Ci Investments Inc. |
3 |
| AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
3 |
| Banque Cantonale Vaudoise |
3 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
3 |
| BlackRock Credit Strategies Fund |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| Sustainable Growth Advisers, LP |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| Louisiana State Employees Retirement System |
3 |
| Cookson Peirce & Co Inc |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Washington Trust Advisors, Inc. |
3 |
| DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
3 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
3 |
| CenterBook Partners LP |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF |
3 |
| Snowden Capital Advisors LLC |
3 |
| Dorsey Wright & Associates |
3 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
3 |
| Profund Advisors Llc |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
3 |
| TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF |
3 |
| Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| Great West Life Assurance Co /can/ |
3 |
| EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| Boston Advisors Llc |
3 |
| Sachetta, LLC |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| My Personal CFO, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| Shelton Capital Management |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class |
3 |
| Howe & Rusling Inc |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| John Hancock Funds II - Health Sciences Fund Class NAV |
3 |
| Kestra Advisory Services, LLC |
3 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
| BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
3 |
| Td Private Client Wealth Llc |
3 |
| Bb&t Securities, Llc |
3 |
| Vigilant Capital Management, LLC |
3 |
| JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
3 |
| NewSquare Capital LLC |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
3 |
| Bamco Inc /ny/ |
3 |
| Teachers Retirement System Of The State Of Kentucky |
3 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
| Prentiss Smith & Co Inc |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
3 |
| FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF |
3 |
| RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
3 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
3 |
| Private Wealth Management Group, LLC |
3 |
| Css Llc/il |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
3 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| Operose Advisors LLC |
3 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
3 |
| Saturna Capital CORP |
3 |
| Bare Financial Services, Inc |
3 |
| FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares |
3 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
3 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| Kestra Investment Management, LLC |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| Axiom International Investors Llc /de |
3 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
| MUFG Americas Holdings Corp |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
3 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
3 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
| Bellwether Advisors, LLC |
3 |
| Raymond James Trust N.a. |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| National Asset Management, Inc. |
3 |
| PineBridge Investments, L.P. |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| Nicholas Investment Partners, LP |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
3 |
| HighVista Strategies LLC |
3 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
3 |
| Findlay Park Partners LLP |
3 |
| ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
3 |
| SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
3 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
| Veriti Management LLC |
3 |
| Opal Wealth Advisors, LLC |
3 |
| TCW ETF Trust - TCW Flexible Income ETF |
3 |
| Tradition Wealth Management, LLC |
3 |
| BlackRock ETF Trust II - BlackRock High Yield ETF |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Standard Family Office LLC |
3 |
| Retirement Group, LLC |
3 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
| Perigon Wealth Management, LLC |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
3 |
| Conning Inc. |
3 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Oppenheimer & Co Inc |
3 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
3 |
| First Interstate Bank |
3 |
| Rehmann Capital Advisory Group |
3 |
| SkyView Investment Advisors, LLC |
3 |
| AQINX - AQR Funds - AQR International Equity Fund Class N |
3 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
3 |
| MUFG Securities EMEA plc |
3 |
| NEXT Financial Group, Inc |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
| FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
3 |
| Trustcore Financial Services, Llc |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Providence Capital Advisors, LLC |
3 |
| Boston Partners |
3 |
| MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
3 |
| Community Bank, N.A. |
3 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
3 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
3 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
| PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| State Of Michigan Retirement System |
3 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| Oregon Public Employees Retirement Fund |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| Kennedy Capital Management, Inc. |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class |
3 |
| Formula Growth Ltd |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Pictet North America Advisors SA |
3 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF |
3 |
| Harbor Investment Advisory, Llc |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
3 |
| Thornburg Investment Management Inc |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
3 |
| Suntrust Banks Inc |
3 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
3 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
3 |
| Cowen And Company, Llc |
3 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
3 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
| Jacobi Capital Management LLC |
3 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
3 |
| American National Bank |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
3 |
| PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
3 |
| Diametric Capital, LP |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
3 |
| AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A |
3 |
| Corient Capital Partners, LLC |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A |
3 |
| Select Equity Group, L.P. |
3 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
| MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A |
3 |
| We Are One Seven, LLC |
3 |
