| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
22 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
20 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
19 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
15 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
15 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
14 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
14 |
| College Retirement Equities Fund |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
14 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
14 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
13 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
13 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
13 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
13 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
12 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
12 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
12 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
12 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
12 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
11 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
11 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
11 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
11 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
11 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
11 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
11 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
11 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
11 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
10 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
10 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
10 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
10 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
10 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
10 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
10 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
10 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
10 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
10 |
| Six Circles Trust - Six Circles Global Bond Fund |
10 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
10 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
9 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
9 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
9 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
9 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
9 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
9 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
9 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
9 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
9 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
9 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
9 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
8 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
8 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
8 |
| SG Americas Securities, LLC |
8 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
8 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
8 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
8 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
8 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
8 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
8 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
8 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
8 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
8 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
8 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
8 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
7 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
7 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
7 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
7 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
7 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
7 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
| Pacer Advisors, Inc. |
7 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
7 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
7 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
7 |
| Eaton Vance Senior Income Trust |
7 |
| Cwm, Llc |
7 |
| Eaton Vance Senior Floating Rate Trust |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
7 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
7 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
7 |
| Mfs Charter Income Trust |
7 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
7 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
7 |
| Blackrock Ltd Duration Income Trust |
7 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
7 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
| Tiaa-cref Funds |
7 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| Oppenheimer Etf Trust |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
7 |
| Blair William & Co/il |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
7 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
7 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| Ameriprise Financial Inc |
7 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
| Goldman Sachs Group Inc |
6 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
6 |
| Oppenheimer Asset Management Inc. |
6 |
| Jpmorgan Trust Iii |
6 |
| Bank Of America Corp /de/ |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
6 |
| Glenmede Trust Co Na |
6 |
| Russell Frank Co/ |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| D.a. Davidson & Co. |
6 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
| Royal Bank Of Canada |
6 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
6 |
| Jpmorgan Chase & Co |
6 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
6 |
| Allianz Asset Management GmbH |
6 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
6 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
6 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
6 |
| Raymond James & Associates |
6 |
| Manufacturers Life Insurance Company, The |
6 |
| Credit Suisse Ag/ |
6 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
6 |
| Invesco Ltd. |
6 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
6 |
| UBS Group AG |
6 |
| Steward Partners Investment Advisory, Llc |
6 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
6 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
6 |
| Advisor Group, Inc. |
6 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
6 |
| Thrivent Financial For Lutherans |
6 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| Emerald Acquisition Ltd. |
6 |
| Blackrock Credit Allocation Income Trust |
6 |
| Deutsche Bank Ag\ |
6 |
| Eaton Vance Floating-rate Income Trust |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
6 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
6 |
| Morgan Stanley |
6 |
| Proequities, Inc. |
6 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
6 |
| Mfs Multimarket Income Trust |
6 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
6 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
6 |
| Pnc Financial Services Group, Inc. |
6 |
| Macquarie Group Ltd |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| Stifel Financial Corp |
6 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
6 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
6 |
| Putnam Investments Llc |
6 |
| Victory Capital Management Inc |
6 |
| Barclays Plc |
6 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
6 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
6 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
6 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
6 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
| Aviva Plc |
6 |
| Ubs Asset Management Americas Inc |
6 |
| Sonora Investment Management, LLC |
6 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
6 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
6 |
| Regions Financial Corp |
6 |
| Neuberger Berman Group LLC |
6 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
6 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
6 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
6 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
6 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
6 |
| Wells Fargo & Company/mn |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
6 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
6 |
| Huntington National Bank |
6 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
6 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| Sei Investments Co |
6 |
| Bnp Paribas Arbitrage, Sa |
6 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
6 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
6 |
| PENN SERIES FUNDS INC - International Equity Fund |
6 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
6 |
| Fmr Llc |
6 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
6 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
6 |
| Citigroup Inc |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
| Jefferies Group LLC |
6 |
| Bank of New York Mellon Corp |
6 |
| Russell Investments Group, Ltd. |
6 |
| GAM Holding AG |
6 |
| BlackRock Investment Management, LLC |
6 |
| Lord, Abbett & Co. Llc |
6 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
6 |
| Quadrant Capital Group Llc |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| Td Asset Management Inc |
5 |
| Oppenheimer Quest For Value Funds |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| Two Sigma Investments, Lp |
5 |
| Voloridge Investment Management, Llc |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| Parkside Financial Bank & Trust |
5 |
| Tudor Investment Corp Et Al |
5 |
| Los Angeles Capital Management Llc |
5 |
| Gotham Asset Management, LLC |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| Brown Advisory Inc |
5 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
5 |
| Mfs Intermediate High Income Fund |
5 |
| New York State Common Retirement Fund |
5 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
| Point72 Hong Kong Ltd |
5 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| Engineers Gate Manager LP |
5 |
| ProShare Advisors LLC |
5 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| Magnetar Financial LLC |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
5 |
| Principal Financial Group Inc |
5 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
5 |
| Scopus Asset Management, L.p. |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
| A.R.T. Advisors, LLC |
5 |
| PineBridge Investments, L.P. |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| Hutchin Hill Capital, LP |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| Farmers & Merchants Investments Inc |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
| Citadel Advisors Llc |
5 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| Nuveen Asset Management, LLC |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| D. E. Shaw & Co., Inc. |
5 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
5 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
5 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
5 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
5 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| Vanguard Group Inc |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| State Street Corp |
5 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
5 |
| Natixis |
5 |
| Millennium Management Llc |
5 |
| First Personal Financial Services |
5 |
| Hbk Investments L P |
5 |
| M&t Bank Corp |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| Mason Street Advisors, Llc |
5 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
| Dimensional Fund Advisors Lp |
5 |
| Northwestern Mutual Wealth Management Co |
5 |
| Zacks Investment Management |
5 |
| Paloma Partners Management Co |
5 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| Airain ltd |
5 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
| Jane Street Group, Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| Marshall Wace, Llp |
5 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
| Wolverine Asset Management Llc |
5 |
| Charles Schwab Investment Management Inc |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| AHL Partners LLP |
5 |
| Nordea Investment Management Ab |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
| Freestone Capital Holdings, LLC |
5 |
| AMP Capital Investors Ltd |
5 |
| Harbor Investment Advisory, Llc |
5 |
| Great West Life Assurance Co /can/ |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| California Public Employees Retirement System |
5 |
| Teacher Retirement System Of Texas |
5 |
| Gsa Capital Partners Llp |
5 |
| Hudson Bay Capital Management LP |
5 |
| Howe & Rusling Inc |
5 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
5 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
5 |
| Captrust Financial Advisors |
5 |
| State of Tennessee, Treasury Department |
5 |
| HAP Trading, LLC |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| PEAK6 Investments, L.P. |
5 |
| Ubs Oconnor Llc |
5 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
5 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
| Profunds - Profund Vp Oil & Gas |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
| Gamco Investors, Inc. Et Al |
5 |
| IFP Advisors, Inc |
5 |
| Blackrock Debt Strategies Fund, Inc. |
5 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
5 |
| Mutual Of America Capital Management Llc |
5 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| Hsbc Holdings Plc |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| MUFG Americas Holdings Corp |
5 |
| Axa S.a. |
5 |
| Nomura Holdings Inc |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| Alliancebernstein L.p. |
5 |
| Profund Advisors Llc |
5 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
| Us Bancorp \de\ |
5 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| Catapult Capital Management Llc |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
5 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
5 |
| BlueCrest Capital Management Ltd |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
| Brown Brothers Harriman & Co |
5 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
5 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| Cutler Group LP |
5 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
| Bessemer Group Inc |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| Thompson Davis & Co., Inc. |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| Teachers Advisors, Llc |
5 |
| Invesco Senior Loan Fund |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| Vanguard Index Funds |
5 |
| Louisiana State Employees Retirement System |
5 |
| Quantbot Technologies LP |
5 |
| Squarepoint Ops LLC |
5 |
| KBC Group NV |
5 |
| Stevens Capital Management Lp |
5 |
| Virginia Retirement Systems Et Al |
5 |
| American International Group, Inc. |
5 |
| Ancora Advisors, LLC |
5 |
| Sunbelt Securities, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
| Capital Fund Management S.a. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
| Marshall Wace North America L.P. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| Point72 Asset Management, L.P. |
5 |
| Voya Investment Management Llc |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| Sowell Financial Services LLC |
5 |
| Strs Ohio |
5 |
| Assenagon Asset Management S.A. |
5 |
| Cambridge Investment Research Advisors, Inc. |
5 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
5 |
| Aperio Group, LLC |
5 |
| Credit Agricole S A |
5 |
| Massmutual Trust Co Fsb/adv |
5 |
| GWM Advisors LLC |
5 |
| Nationwide Fund Advisors |
5 |
| Boothbay Fund Management, Llc |
5 |
| Nisa Investment Advisors, Llc |
5 |
| Highbridge Capital Management Llc |
5 |
| PDT Partners, LLC |
5 |
| Geode Capital Management, Llc |
5 |
| Balyasny Asset Management Llc |
5 |
| California State Teachers Retirement System |
5 |
| Vanguard World Fund |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
5 |
| Amundi Pioneer Asset Management Inc |
5 |
| Wolverine Trading, Llc |
5 |
| FNY Partners Fund LP |
5 |
| BlackRock Advisors LLC |
5 |
| BlackRock Japan Co. Ltd |
5 |
| Tower Research Capital LLC (TRC) |
5 |
| Fifth Third Bancorp |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
| OMERS ADMINISTRATION Corp |
5 |
| Xact Kapitalforvaltning AB |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| BlackRock Group LTD |
5 |
| BlackRock Fund Advisors |
5 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
5 |
| Advisory Services Network, LLC |
5 |
| Virtu Financial LLC |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| Envestnet Asset Management Inc |
5 |
| Texas Permanent School Fund |
5 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
5 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
5 |
| BlackRock, Inc. |
5 |
| Meeder Asset Management Inc |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| Wellington Management Group Llp |
5 |
| Kcg Holdings, Inc. |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| Swiss National Bank |
5 |
| Dynamic Technology Lab Private Ltd |
5 |
| Federated Hermes, Inc. |
5 |
| Bank Of Montreal /can/ |
5 |
| Stratos Wealth Partners, LTD. |
5 |
| Oxford Asset Management Llp |
5 |
| Synovus Financial Corp |
5 |
| Advisor Group Holdings, Inc. |
5 |
| Amalgamated Bank |
5 |
| Pictet Asset Management Ltd |
5 |
| Tocqueville Asset Management L.p. |
5 |
| LS Investment Advisors, LLC |
5 |
| FDx Advisors, Inc. |
5 |
| State Of Wisconsin Investment Board |
5 |
| Parametric Portfolio Associates Llc |
5 |
| Vantagepoint Funds |
5 |
| Janus Henderson Group Plc |
5 |
| First Horizon Advisors, Inc. |
5 |
| Verition Fund Management LLC |
5 |
| Norges Bank |
5 |
| First Trust Advisors Lp |
5 |
| Rhumbline Advisers |
5 |
| Alps Advisors Inc |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| Sculptor Capital LP |
5 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| Winton Capital Group Ltd |
5 |
| Catalyst Capital Advisors LLC |
5 |
| Spark Investment Management LLC |
5 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
| ExodusPoint Capital Management, LP |
5 |
| Laurion Capital Management LP |
5 |
| Comerica Bank |
5 |
| Weld Capital Management Llc |
5 |
| American Portfolios Advisors |
5 |
| Trexquant Investment LP |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Blueshift Asset Management, LLC |
5 |
| Prudential Financial Inc |
5 |
| Princeton Alpha Management LP |
5 |
| Northern Trust Corp |
5 |
| Group One Trading, L.p. |
5 |
| Cipher Capital LP |
5 |
| Arizona State Retirement System |
5 |
| Bartlett & Co. LLC |
5 |
| Quantamental Technologies LLC |
5 |
| Massachusetts Financial Services Co /ma/ |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| Walleye Capital LLC |
5 |
| MetLife Securities, Inc |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| Qube Research & Technologies Ltd |
5 |
| Rockefeller Capital Management L.P. |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| Creative Planning |
5 |
| Eaton Vance Management |
5 |
| Chicago Equity Partners Llc |
5 |
| Bayesian Capital Management, LP |
5 |
| Versant Capital Management, Inc |
5 |
| Capstone Investment Advisors, Llc |
5 |
| Private Capital Group, LLC |
5 |
| First Manhattan Co |
5 |
| Suntrust Banks Inc |
5 |
| Gabelli Funds Llc |
5 |
| Canada Pension Plan Investment Board |
5 |
| Acadian Asset Management Llc |
5 |
| Berman Capital Advisors, LLC |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| CIBC Asset Management Inc |
5 |
| Caption Management, LLC |
5 |
| Guggenheim Capital Llc |
5 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
| Johnson Financial Group, Inc. |
5 |
| Hrt Financial Lp |
5 |
| Simplex Trading, Llc |
5 |
| Walleye Trading LLC |
5 |
| Proficio Capital Partners LLC |
5 |
| Quantitative Investment Management, LLC |
5 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
5 |
| Asset Management One Co., Ltd. |
5 |
| Susquehanna International Group, Llp |
5 |
| New York State Teachers Retirement System |
5 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
5 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
5 |
| Signaturefd, Llc |
5 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
5 |
| CENTRAL TRUST Co |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| Prelude Capital Management, Llc |
5 |
| State of Alaska, Department of Revenue |
5 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| Aqr Capital Management Llc |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| Legal & General Group Plc |
5 |
| Luminus Management Llc |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| 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 |
5 |
| Brandywine Global Investment Management, LLC |
5 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
5 |
| Nine Chapters Capital Management LLC |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Boston Partners |
5 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
| Calamos Global Total Return Fund |
5 |
| Calamos Global Dynamic Income Fund |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
5 |
| Public Employees Retirement System Of Ohio |
5 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
5 |
| First Eagle Investment Management, LLC |
5 |
| FIL Ltd |
5 |
| Spot Trading L.L.C |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
5 |
| Renaissance Technologies Llc |
5 |
| NumerixS Investment Technologies Inc |
5 |
| HighTower Advisors, LLC |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| Panagora Asset Management Inc |
5 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| United Services Automobile Association |
5 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
5 |
| American Century Companies Inc |
5 |
| Mfs Special Value Trust |
5 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| Shelton Capital Management |
5 |
| Visium Asset Management, LP |
5 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| Rydex Etf Trust |
5 |
| Tfs Capital Investment Trust |
5 |
| Numeric Investors Llc |
5 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
| Principal Funds Inc |
5 |
| First Mercantile Trust Co |
5 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| Managed Account Advisors Llc |
5 |
| Two Sigma Advisers, Lp |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| Handelsbanken Fonder AB |
4 |
| Cribstone Capital Management, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Ubs Ag |
4 |
| Washington Trust Bank |
4 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| Acrospire Investment Management LLC |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| National Planning Corp |
4 |
| Martingale Asset Management L P |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
4 |
| Bokf, Na |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| Citizens Financial Group Inc/ri |
4 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
4 |
| Hartford Investment Management Co |
4 |
| Hm Payson & Co |
4 |
| BTG Pactual Global Asset Management Ltd |
4 |
| Prospera Financial Services Inc |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| IBM Retirement Fund |
4 |
| Colony Group Llc |
4 |
| Janney Montgomery Scott LLC |
4 |
| Scoria Capital Partners LP |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
| Interval Partners, LP |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Absolute Return Capital, LLC |
4 |
| Reilly Financial Advisors, Llc |
4 |
| Clearbridge Investments, LLC |
4 |
| Petrus Trust Company, LTA |
4 |
| Twin Tree Management, LP |
4 |
| Tlp Group Llc |
4 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| Edgestream Partners, L.P. |
4 |
| SIR Capital Management, L.P. |
4 |
| LPL Financial LLC |
4 |
| Janus Capital Management Llc |
4 |
| Schonfeld Strategic Advisors LLC |
4 |
| Adage Capital Partners Gp, L.l.c. |
4 |
| Two Sigma Securities, Llc |
4 |
| Lombard Odier Asset Management (Switzerland) SA |
4 |
| South Dakota Investment Council |
4 |
| Fred Alger Management, Llc |
4 |
| SECOR Capital Advisors, LP |
4 |
| Sciencast Management LP |
4 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| Mml Investors Services, Llc |
4 |
| Westpac Banking Corp |
4 |
| Financial Architects, Inc |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Clear Street Markets Llc |
4 |
| Deere & Co |
4 |
| Alpine Global Management, LLC |
4 |
| DRW Securities, LLC |
4 |
| EverPoint Asset Management, LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| Riverhead Capital Management Llc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| Commerce Bank |
4 |
| Earnest Partners Llc |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
4 |
| Natixis Advisors, L.p. |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| Globeflex Capital L P |
4 |
| Prudential Plc |
4 |
| Bank Of Nova Scotia |
4 |
| Quadrature Capital Ltd |
4 |
| Wealthspire Advisors, L.P. |
4 |
| SAC Capital Advisors LP |
4 |
| City National Bank |
4 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
4 |
| HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| Parametrica Management Ltd |
4 |
| Nomura Asset Management Co Ltd |
4 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
4 |
| Jane Street Holding, LLC |
4 |
| Sei Trust Co |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| Calvert Investment Management, Inc. |
4 |
| Societe Generale |
4 |
| Great Lakes Advisors, Llc |
4 |
| Dupont Capital Management Corp |
4 |
| Ing Groep Nv |
4 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Optimum Investment Advisors |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| Etf Managers Group, Llc |
4 |
| Shell Asset Management Co |
4 |
| Icon Advisers Inc/co |
4 |
| Versor Investments LP |
4 |
| Financial Management Professionals, Inc. |
4 |
| Avantax Planning Partners, Inc. |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| Teza Capital Management LLC |
4 |
| Flinton Capital Management LLC |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| Level Four Advisory Services, Llc |
4 |
| Glen Harbor Capital Management LLC |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| Parallel Advisors, LLC |
4 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
4 |
| Global X Management CO LLC |
4 |
| Polar Asset Management Partners Inc. |
4 |
| Piedmont Investment Advisors Llc |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| Achmea Investment Management B.V. |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
4 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
4 |
| Scotia Capital Inc. |
4 |
| Bridgewater Associates, LP |
4 |
| Bb&t Investment Services, Inc. |
4 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Menta Capital Llc |
4 |
| Crossmark Global Holdings, Inc. |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| Valeo Financial Advisors, LLC |
4 |
| Standard Life Aberdeen plc |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| ClariVest Asset Management LLC |
4 |
| Front Row Advisors LLC |
4 |
| First Republic Investment Management, Inc. |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
4 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
4 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| United Capital Financial Advisers, Llc |
4 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
| Invesco Senior Income Trust |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
4 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
4 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
4 |
| Voya Infrastructure, Industrials & Materials Fund |
4 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| World Asset Management Inc |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
4 |
| Blackrock Core Bond Trust |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| Securian Asset Management, Inc |
4 |
| Forum Funds |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
| Cibc World Markets Corp |
4 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| Nuveen Credit Strategies Income Fund |
4 |
| Advisors Asset Management, Inc. |
4 |
| Putnam Premier Income Trust |
4 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| CIBC World Markets Inc. |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Arrowgrass Capital Partners (us) Lp |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
4 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
4 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| Exchange Traded Concepts, Llc |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
4 |
| Senator Investment Group LP |
4 |
| Oppenheimer Variable Account Funds |
4 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
4 |
| NewSquare Capital LLC |
4 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
4 |
| FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio |
4 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
4 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| Tsfg, Llc |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| CIBC Private Wealth Group, LLC |
4 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
4 |
| Veritable, L.P. |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
4 |
| Franklin Resources Inc |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| Keybank National Association/oh |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
4 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
| Ellington Management Group Llc |
4 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
4 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
4 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
| Palisade Capital Management Llc/nj |
4 |
| RidgeWorth Capital Management LLC |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| Alyeska Investment Group, L.P. |
4 |
| State Farm Mutual Fund Trust |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| Vanguard Horizon Funds |
4 |
| Pathstone Family Office, Llc |
4 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
| Oppenheimer Funds Inc |
4 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
4 |
| Keebeck Alpha, LP |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Vanguard Explorer Fund |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
4 |
| FORA Capital, LLC |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| Clark Capital Management Group, Inc. |
4 |
| Arkadios Wealth Advisors |
4 |
| Ensign Peak Advisors, Inc |
4 |
| Archer Investment Corp |
4 |
| Mycio Wealth Partners, Llc |
4 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
4 |
| Alberta Investment Management Corp |
4 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
4 |
| Clinton Group Inc |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Commonwealth Bank Of Australia |
4 |
| Eaton Vance Floating-rate Income Plus Fund |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| Rsm Us Wealth Management Llc |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
| Oppenheimer & Co Inc |
4 |
| Madison Investment Holdings Inc |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
4 |
| NEXT Financial Group, Inc |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
4 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
| TradeLink Capital LLC |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| Eaton Vance Short Duration Diversified Income Fund |
4 |
| Korea Investment CORP |
4 |
| International Assets Investment Management, Llc |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| Cornercap Investment Counsel Inc |
4 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| State Of Michigan Retirement System |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
4 |
| Ergoteles LLC |
4 |
| Blackrock Multi-sector Income Trust |
4 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| Loomis Sayles & Co L P |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| Winton Diversified Opportunities Fund |
4 |
| Maryland State Retirement & Pension System |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| Vantage Consulting Group Inc |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| Retirement Systems of Alabama |
4 |
| Interchange Capital Partners, LLC |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| Vanguard Morgan Growth Fund |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| First Quadrant L P/ca |
4 |
| Capital International Investors |
4 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
| Waddell & Reed Financial Inc |
4 |
| Alliancebernstein Global High Income Fund Inc |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
4 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Geneos Wealth Management Inc. |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| Investors Capital Advisory Services |
4 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Oakbrook Investments Llc |
4 |
| Centiva Capital, LP |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| Delta Asset Management Llc/tn |
4 |
| Commonwealth Equity Services, Llc |
4 |
| Bell Investment Advisors, Inc |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Investors Research Corp |
4 |
| First American Bank |
4 |
| Lazard Asset Management Llc |
4 |
| Atria Investments Llc |
4 |
| Holocene Advisors, LP |
4 |
| Athanor Capital, Lp |
4 |
| Capstone Asset Management Co |
4 |
| Yousif Capital Management, Llc |
4 |
| MetLife Investment Management, LLC |
4 |
| Fisher Asset Management, LLC |
4 |
| EverSource Wealth Advisors, LLC |
4 |
| Summit Trail Advisors, Llc |
4 |
| Covestor Ltd |
4 |
| SJS Investment Consulting Inc. |
4 |
| One Wealth Advisors, LLC |
4 |
| Fox Run Management, L.l.c. |
4 |
| Snowden Capital Advisors LLC |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| First Hawaiian Bank |
4 |
| Benjamin F. Edwards & Company, Inc. |
4 |
| Coldstream Capital Management Inc |
4 |
| Stoneridge Investment Partners Llc |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Sofos Investments, Inc. |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| FNY Investment Advisers, LLC |
4 |
| IndexIQ Advisors LLC |
4 |
| Global Retirement Partners, LLC |
4 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
| Amalgamated Financial Corp. |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| PEAK6 Investments LLC |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| Hantz Financial Services, Inc. |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
4 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
4 |
| J. Goldman & Co LP |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Daiwa Securities Group Inc. |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Sawtooth Solutions, LLC |
4 |
| Lindbrook Capital, Llc |
4 |
| Brewin Dolphin Ltd |
4 |
| Toronto Dominion Bank |
4 |
| Alphacrest Capital Management Llc |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| Raymond James Financial Services Advisors, Inc. |
4 |
| Public Sector Pension Investment Board |
4 |
| Magnus Financial Group LLC |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| ETRADE Capital Management LLC |
4 |
| Quantinno Capital Management LP |
4 |
| Atom Investors LP |
4 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Cadence Capital Management Llc |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| Arden Investment Series Trust |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| Cramer Rosenthal Mcglynn Llc |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Parametric Market Neutral Portfolio |
4 |
| Utah Retirement Systems |
4 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
4 |
| Karp Capital Management Corp |
4 |
| Sandy Spring Bank |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| LMR Partners LLP |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| Checchi Capital Advisers, LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
4 |
| Rehmann Capital Advisory Group |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Erste Asset Management GmbH |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
| Man Group plc |
4 |
| Cowen Group, Inc. |
4 |
| Usca Ria Llc |
4 |
| Koch Industries Inc |
4 |
| Gradient Investments LLC |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Mackenzie Financial Corp |
4 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| Echo Street Capital Management LLC |
4 |
| C M Bidwell & Associates Ltd |
4 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
4 |
| Security National Trust Co |
4 |
| Nicholas Company, Inc. |
4 |
| FineMark National Bank & Trust |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Private Advisor Group, LLC |
4 |
| Seven Eight Capital, Lp |
4 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
4 |
| Westwood Holdings Group Inc |
4 |
| Spectrum Management Group, LLC |
4 |
| Blume Capital Management, Inc. |
4 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| Private Trust Co Na |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
| Vanguard Whitehall Funds |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| QS Investors, LLC |
4 |
| Cetera Advisor Networks LLC |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| JNBA Financial Advisors |
4 |
| Ascend Capital, Llc |
4 |
| Pine River Capital Management L.P. |
4 |
| APG Asset Management N.V. |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| Assetmark, Inc |
4 |
| Santa Fe Partners LLC |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| Andra AP-fonden |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| BlueCrest Capital Management LLP |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| Manchester Capital Management LLC |
3 |
| CQS Cayman LP |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| Placemark Investments, Inc. |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| HFM Investment Advisors, LLC |
3 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| Invesco Dynamic Credit Opportunities Fund |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
| CR Intrinsic Investors, LLC |
3 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| Pentwater Capital Management LP |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
3 |
| Voya Prime Rate Trust |
3 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Endurance Wealth Management, Inc. |
3 |
| IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| Maverick Capital Ltd |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| Hennessy Advisors Inc |
3 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| Ikos Cif Ltd |
3 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
3 |
| Voya Senior Income Fund |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| VTL Associates, LLC |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| Johnson Investment Counsel Inc |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| Regal Investment Advisors LLC |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
3 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| Spring Creek Capital Llc |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
| Boston Private Wealth Llc |
3 |
| Symphony Asset Management Llc |
3 |
| Rothschild Investment Corp /il |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
| Boston Advisors Llc |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
3 |
| Credential Qtrade Securities Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
3 |
| Yorktown Management & Research Co Inc |
3 |
| Cantab Capital Partners LLP |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
3 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| Chilton Investment Co Llc |
3 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| Cambridge Trust Co |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
3 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
3 |
| Westchester Capital Management, LLC |
3 |
| Cornerstone Advisors, Inc. |
3 |
| BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| Barometer Capital Management Inc. |
3 |
| Schroder Investment Management Group |
3 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
| Brigade Capital Management, Lp |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| CenterStar Fund, LLC |
3 |
| Chase Investment Counsel Corp |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| Glenmede Investment Management, LP |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| Whittier Trust Co |
3 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| Gabelli Equity Trust Inc |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| Putnam Fl Investment Management Co |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| Delta Lloyd Nv |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| Country Club Trust Company, n.a. |
3 |
| GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
| MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
3 |
| Ground Swell Capital, LLC |
3 |
| Bb&t Securities, Llc |
3 |
| Vigilant Capital Management, LLC |
3 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| River & Mercantile Asset Management Llp |
3 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
3 |
| Diamond Hill Capital Management Inc |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| Ci Investments Inc. |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| LVW Advisors, LLC |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
3 |
| Yakira Capital Management, Inc. |
3 |
| FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
| Tfo-tdc, Llc |
3 |
| Waddell & Reed Advisors Funds |
3 |
| USA Financial Portformulas Corp |
3 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
| Palladiem, Llc |
3 |
| Schonfeld Group Holdings LLC |
3 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
3 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| National Bank Of Canada /fi/ |
3 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Van Eck Associates Corp |
3 |
| Kanaly Trust Co |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
3 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
3 |
| PointState Capital LP |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
3 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
3 |
| BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| Mraz, Amerine & Associates, Inc. |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| VBCVX - VALIC Co I - Systematic Value Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
| Eqis Capital Management, Inc. |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
| Wealthfront Inc |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| Advance Capital I Inc |
3 |
| American Funds Insurance Series |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
3 |
| Highland Capital Management, Llc |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
3 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
| Bridgeway Capital Management Inc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| RBF Capital, LLC |
3 |
| NatWest Group plc |
3 |
| Natixis Investment Managers International |
3 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| Cnh Partners Llc |
3 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Warren Averett Asset Management, LLC |
3 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
| Capital Research Global Investors |
3 |
| Quantum Capital Management |
3 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
3 |
| GLG Partners LP |
3 |
| Highlander Capital Management, LLC |
3 |
| People's United Financial, Inc. |
3 |
| Trust For Advisor Solutions |
3 |
| 40 North Management LLC |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
3 |
| Dubuque Bank & Trust Co |
3 |
| Vanguard Specialized Funds |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
| State Farm Variable Product Trust |
3 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
3 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| Transamerica Partners Portfolios |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
3 |
| TradeLink Global Equity LLC |
3 |
| Amundi |
3 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| Transamerica Partners Funds Group |
3 |
| Westfield Capital Management Co Lp |
3 |
| New Mexico Educational Retirement Board |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| Raymond James Trust N.a. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
| Associated Banc-corp |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
3 |
| Cfm Wealth Partners Llc |
3 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
3 |
| Aigen Investment Management, Lp |
3 |
| Pacifica Partners Inc. |
3 |
| Illinois Municipal Retirement Fund |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Itau Unibanco Holding S.A. |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| Graham Capital Management, L.P. |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| Banque Cantonale Vaudoise |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
3 |
| Fiera Capital Corp |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| HighVista Strategies LLC |
3 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
3 |
| Vestcor Inc |
3 |
| Madison Asset Management, LLC |
3 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| Mosaic Family Wealth, LLC |
3 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
| Venturi Wealth Management, LLC |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| Appian Way Asset Management LP |
3 |
| Jade Capital Advisors, LLC |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| Column Capital Advisors, LLC |
3 |
| Woodline Partners LP |
3 |
| Ethic Inc. |
3 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
3 |
| Archford Capital Strategies, LLC |
3 |
| Orion Portfolio Solutions, LLC |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Baird Financial Group, Inc. |
3 |
| Optas, LLC |
3 |
| Glg Llc |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Cinctive Capital Management LP |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Twinbeech Capital Lp |
3 |
| Mirabella Financial Services Llp |
3 |
| Resonant Capital Advisors, LLC |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| Great Lakes Retirement, Inc. |
3 |
| CVA Family Office, LLC |
3 |
| Mariner, LLC |
3 |
| WIREX - PFS FUNDS - Wireless Fund |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| Twin Capital Management Inc |
3 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
3 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
| Credit Suisse Asset Management Income Fund Inc |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| Forsta Ap-fonden |
3 |
| Edge Asset Management, Inc |
3 |
| Delaware Enhanced Global Dividend & Income Fund |
3 |
| NorthCoast Asset Management LLC |
3 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| Winton Capital Management Ltd |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| Eudaimonia Partners, LLC |
3 |
| Alambic Investment Management, L.P. |
3 |
| JustInvest LLC |
3 |
| Everence Capital Management Inc |
3 |
| Caas Capital Management Lp |
3 |
| USS Investment Management Ltd |
3 |
| Jackson Square Capital, Llc |
3 |
| Ingalls & Snyder Llc |
3 |
| Disciplined Investments, LLC |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| Gemmer Asset Management LLC |
3 |
| Hoxton Financial, Inc. |
3 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
3 |
| Boston Private Bank & Trust Co |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Rockefeller Financial Services Inc |
3 |
| First Interstate Bank |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| Bronson Point Management LLC |
3 |
| Savant Capital, LLC |
3 |
| Oppenheimer Global Multi-asset Growth Fund |
3 |
| McKinley Carter Wealth Services, Inc. |
3 |
| Allstate Corp |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| Mather Group, Llc. |
3 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
| CSat Investment Advisory, L.P. |
3 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
| MUFG Securities EMEA plc |
3 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
3 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
3 |
| Allworth Financial LP |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| Aristotle Capital Management, LLC |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Jennison Associates Llc |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| RHJ International SA |
3 |
| Barings Llc |
3 |
| Baldwin Investment Management, LLC |
3 |
| National Asset Management, Inc. |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Ruggie Capital Group |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
3 |
| RBB FUND, INC. - Aquarius International Fund |
3 |
| Isthmus Partners, Llc |
3 |
| Castleark Management Llc |
3 |
| Jones Financial Companies Lllp |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Aberdeen Emerging Markets Smaller Co Opportunities Fund, Inc. |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| Knight Capital Group, Inc. |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| Park Avenue Securities Llc |
3 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| Evercore Wealth Management, LLC |
3 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
| Blackrock Floating Rate Income Trust |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
3 |
| PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
3 |
| Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
3 |
| First Pacific Financial |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| TFC Financial Management |
3 |
| Kestra Advisory Services, LLC |
3 |
| Founders Financial Alliance, LLC |
3 |
| Jump Financial, LLC |
3 |
| Brinker Capital Inc |
3 |
| Cordant, Inc. |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| Penserra Capital Management LLC |
3 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
3 |
| FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
| WealthTrust Fairport, LLC |
3 |
| Horizons Etf Trust I |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
| Cordasco Financial Network |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| Tarbox Family Office, Inc. |
3 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
3 |
| Credit Suisse High Yield Bond Fund |
3 |
| Hemington Wealth Management |
3 |
| High Note Wealth, LLC |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Signet Financial Management, Llc |
3 |
| Tide Point Capital Management, Lp |
3 |
| Calamos Strategic Total Return Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| Y-Intercept (Hong Kong) Ltd |
3 |
| Hexavest Inc. |
3 |
| Wetherby Asset Management Inc |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| 1832 Asset Management L.P. |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| Veriti Management LLC |
3 |
| Opal Wealth Advisors, LLC |
3 |
| HITE Hedge Asset Management LLC |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| Bridgefront Capital, LLC |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| Concord Wealth Partners |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| Sittner & Nelson, Llc |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| Ridgeworth Funds |
3 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
3 |
| MAI Capital Management |
3 |
| Moore Capital Management, Lp |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| Zions Bancorporation |
3 |
| Pictet Asset Management Sa |
3 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
| Kennedy Capital Management, Inc. |
3 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
3 |
| Childress Capital Advisors, Llc |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
| NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
3 |
| Integral Derivatives, LLC |
3 |
| NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| Shay Capital LLC |
3 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| Spire Wealth Management |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Harbour Investments, Inc. |
3 |
| Optiver Holding B.V. |
3 |
| XTX Topco Ltd |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Money Concepts Capital Corp |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| New York Life Investment Management Llc |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| BlackRock Private Investments Fund |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| WFG Advisors, LP |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| Leavell Investment Management, Inc. |
3 |
| Underlying Funds Trust |
3 |
| Eagle Bay Advisors LLC |
3 |
| Bbva Usa |
3 |
| Eastern Bank |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Manning & Napier Group, LLC |
3 |
| Dark Forest Capital Management Lp |
3 |
| DnB Asset Management AS |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| Element Capital Management Llc |
3 |
| Squar Milner Financial Services Llc |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Rowland & Co Investment Counsel/adv |
3 |
| Centaurus Financial, Inc. |
3 |
| Trustcore Financial Services, Llc |
3 |
| Crewe Advisors LLC |
3 |
| Taylor Hoffman Wealth Management |
3 |
| DAVENPORT & Co LLC |
3 |
| New England Securities Corp /MA/ |
3 |
| Tompkins Financial Corp |
3 |
| GW&K Investment Management, LLC |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| Pzena Investment Management Llc |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Allspring Global Investments Holdings, LLC |
3 |
| Icon Wealth Partners, LLC |
3 |
| Mirae Asset Global Investments Co., Ltd. |
3 |
| Fruth Investment Management |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Alphasimplex Group, Llc |
3 |
| Iridian Asset Management Llc/ct |
3 |
| Atlantic Union Bankshares Corp |
3 |
| Larson Financial Group LLC |
3 |
| Paradigm Asset Management Co Llc |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| Oak Thistle LLC |
3 |
| Brookstone Capital Management |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials |
3 |
| Rainier Investment Management Llc |
3 |
| TRUE Private Wealth Advisors |
3 |
| Schubert & Co |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| Capital Performance Advisors Llp |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| G&S Capital LLC |
3 |
| Financial Advocates Investment Management |
3 |
| CWM Advisors, LLC |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Steward Financial Group LLC |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| State of Wyoming |
3 |
| CoreCap Advisors, LLC |
3 |
| King Luther Capital Management Corp |
3 |
| Avestar Capital, LLC |
3 |
| Webster Bank, N. A. |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
| Diametric Capital, LP |
3 |
| MQS Management LLC |
3 |
| Reynolds Capital Management Llc |
3 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
3 |
| Smithfield Trust Co |
3 |
| We Are One Seven, LLC |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| AdvisorNet Financial, Inc |
3 |
| Corton Capital Inc. |
3 |
| Dynamic Capital Management Ltd |
3 |
| Aquatic Capital Management LLC |
3 |
| Creative Financial Designs Inc /adv |
3 |
| Contravisory Investment Management, Inc. |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| Raleigh Capital Management Inc. |
3 |
| Perkins Coie Trust Co |
3 |
| Emerald Investment Partners, Llc |
3 |
| Agf Investments Inc. |
3 |
| Exane Derivatives |
3 |
| Rise Advisors, LLC |
3 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| Brookfield Asset Management Inc. |
3 |
| Assured Investment Management LLC |
3 |
| Quent Capital, LLC |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| Invictus RG Pte. Ltd. |
3 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Edge Wealth Management LLC |
3 |
| FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 |
3 |
| Hillsdale Investment Management Inc. |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| Altshuler Shaham Ltd |
3 |
| Integrated Wealth Concepts LLC |
3 |
| New England Research & Management, Inc. |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| Weiss Strategic Interval Fund |
3 |
| CHICAGO TRUST Co NA |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
3 |
| My Personal CFO, LLC |
3 |
| Jefferies Financial Group Inc. |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| Tcwp Llc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| Concentric Capital Strategies, LP |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
3 |
| Albion Financial Group /ut |
3 |
| Dearborn Partners Llc |
3 |
| Wakefield Asset Management LLLP |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| Capital Asset Advisory Services LLC |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Park National Corp /oh/ |
3 |
| Toth Financial Advisory Corp |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Wedge Capital Management L L P/nc |
3 |
| Modera Wealth Management, LLC |
3 |
| Intech Investment Management Llc |
3 |
| Ellevest, Inc. |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Shapiro Robert N |
3 |
| Baker Avenue Asset Management, LP |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| Old National Bancorp /in/ |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| Advisors Preferred, LLC |
3 |
| Horizon Investments, LLC |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| Moody National Bank Trust Division |
3 |
| Schechter Investment Advisors, LLC |
3 |
| Shellback Capital, LP |
3 |
| Advisor Partners Ii, Llc |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| Pearl River Capital, LLC |
3 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
3 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
3 |
| ASB Consultores, LLC |
3 |
| Fiduciary Alliance LLC |
3 |
| Stephens Consulting, LLC |
3 |
| Balentine LLC |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| Riverview Trust Co |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| Qsemble Capital Management, LP |
3 |
| Argonautica Private Wealth Management, Inc |
3 |
| AM Squared Ltd |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Axq Capital, Lp |
3 |
| K2 Principal Fund, L.p. |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Townsquare Capital Llc |
3 |
| Quarry LP |
3 |
| Duality Advisers, Lp |
3 |
| EP Wealth Advisors, Inc. |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Moors & Cabot, Inc. |
3 |
| Park Place Capital Corp |
3 |
| Inceptionr Llc |
3 |
| Greenland Capital Management LP |
3 |
| Headlands Technologies LLC |
3 |
| LGT Financial Advisors LLC |
3 |
| Brant Point Investment Management Llc |
3 |
| Cornerstone Planning Group LLC |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| 9258 Wealth Management, LLC |
3 |
| Zions Bancorporation, N.A. |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| CI Private Wealth, LLC |
3 |
| Ameritas Investment Corp |
3 |
| True Wealth Design, LLC |
3 |
| Point72 Middle East FZE |
3 |
| Sandbar Asset Management LLP |
3 |
| Kinneret Advisory, LLC |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Leuthold Group, Llc |
3 |
| Chartwell Investment Partners, Llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| Caxton Associates Lp |
3 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
3 |
| Neo Ivy Capital Management |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| Glassman Wealth Services |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Seeyond |
3 |
| V-Square Quantitative Management LLC |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| Ossiam |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| Cresset Asset Management, LLC |
3 |
| Nebula Research & Development LLC |
3 |
| Landscape Capital Management, L.l.c. |
3 |
| Strategic Blueprint, LLC |
3 |
| Toroso Investments, LLC |
3 |
| DSAM Partners (London) Ltd |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| Focused Wealth Management, Inc |
3 |
| ORG Partners LLC |
3 |
| CAPROCK Group, Inc. |
3 |
| Qtron Investments LLC |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| Quest Capital Management Inc /adv |
3 |
| Soros Fund Management Llc |
3 |
| Gts Securities Llc |
3 |
| RFG Advisory, LLC |
3 |
| Tredje AP-fonden |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| Princeton Global Asset Management LLC |
3 |
| Treasurer of the State of North Carolina |
3 |
| Machina Capital S.a.s. |
3 |
| Farther Finance Advisors, LLC |
3 |
| Royce & Associates Lp |
3 |
| Kore Private Wealth LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| Water Island Capital Llc |
3 |
| Mercer Global Advisors Inc /adv |
3 |
| Bourgeon Capital Management Llc |
3 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| IMC-Chicago, LLC |
3 |
| First Citizens Bank & Trust Co |
3 |
| Nbc Securities, Inc. |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Pictet Asset Management Holding SA |
3 |
| Folger Hill Asset Management LP |
3 |
| Golden State Wealth Management, LLC |
3 |
| WealthStone, Inc. |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Ssi Investment Management Llc |
3 |
| Arden Trust Co |
3 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
3 |
| Winfield Associates, Inc. |
3 |
| GeoWealth Management, LLC |
3 |
| Jump Trading, Llc |
3 |
| Fortitude Family Office, LLC |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Financial Counselors Inc |
3 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| Sterling Capital Management LLC |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Gratus Capital LLC |
3 |
| Rakuten Securities, Inc. |
3 |
| GAMMA Investing LLC |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| SOUTH STATE Corp |
3 |
| Valley National Advisers Inc |
3 |
| Principal Securities, Inc. |
3 |
| Private Wealth Management Group, LLC |
3 |
| Skopos Labs, Inc. |
3 |
| Crawford Investment Counsel Inc |
3 |
| Avion Wealth |
3 |
| Smartleaf Asset Management LLC |
3 |
| Plato Investment Management Ltd |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Bahl & Gaynor Inc |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Scientech Research LLC |
3 |
| EntryPoint Capital, LLC |
3 |
| Pathstone Holdings, LLC |
3 |
| Colony Group, LLC |
3 |
| Essex Investment Management Co Llc |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| Truist Financial Corp |
3 |
| Entropy Technologies, LP |
3 |
| Advisory Research Inc |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| Stephens Inc /ar/ |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Cetera Investment Advisers |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Picton Mahoney Asset Management |
3 |
| Weiss Asset Management LP |
3 |
| American Capital Advisory, LLC |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| Vident Investment Advisory, LLC |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| Jfs Wealth Advisors, Llc |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| Swedbank AB |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| Point72 (DIFC) Ltd |
3 |
| Global Financial Private Client, LLC |
3 |
| Hartford Series Fund Inc |
3 |
| Pitcairn Co |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
3 |
| Mackay Shields Llc |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
3 |
| Corebridge Financial, Inc. |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Rothschild Investment Llc |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Td Private Client Wealth Llc |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| Ledyard National Bank |
3 |
| Cromwell Holdings LLC |
3 |
| Hancock Whitney Corp |
3 |
| Sanctuary Advisors, LLC |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| National Pension Service |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
| Highline Wealth Partners Llc |
3 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
3 |
| RMB Capital Management, LLC |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| Jupiter Asset Management Ltd |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| Koshinski Asset Management, Inc. |
3 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
| Integrated Wealth Management |
3 |
| Sheets Smith Wealth Management |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| Pinnacle Financial Partners Inc |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| Advisors Capital Management, LLC |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
3 |
| Xponance, Inc. |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| Regents Gate Capital LLP |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| Raymond James Financial Inc |
3 |
| Rialto Wealth Management, LLC |
3 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Hughes Financial Services, LLC |
3 |
| Greenleaf Trust |
3 |
| Capital Guardian Trust Co |
3 |
| RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
3 |
| Klp Kapitalforvaltning As |
3 |
| Police & Firemen's Retirement System of New Jersey |
3 |
| WealthTrak Capital Management LLC |
3 |
| Pinnacle Associates Ltd |
3 |
| BRYN MAWR TRUST Co |
3 |
| Umb Bank N A/mo |
3 |
| Diversified Trust Co |
3 |
| Peak6 Llc |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Oakworth Capital, Inc. |
3 |
| Fieldview Capital Management, LLC |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| HighPoint Advisor Group LLC |
3 |
| National Penn Investors Trust Co /pa |
3 |
| Rothschild Asset Management Inc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| Algert Global Llc |
3 |
| Ajo, Lp |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| Levin Capital Strategies, L.p. |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| First New York Securities Llc /ny |
3 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Harbour Capital Advisors, LLC |
3 |
| Simon Quick Advisors, Llc |
3 |
| North Star Investment Management Corp. |
3 |
| Mascoma Wealth Management LLC |
3 |
| AGF Investments LLC |
3 |
| Profunds - Profund Vp Basic Materials |
3 |
| BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Timber Hill LLC |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| Rational Advisors Llc |
3 |
| AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
3 |
| Hartland & Co., LLC |
3 |
| McAdam, LLC |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| Elkfork Partners LLC |
3 |
| Amtrust Financial Services, Inc. |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| Mason Street Advisors, Llc |
3 |
| Argent Capital Management Llc |
3 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
| Bp Plc |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| White Pine Capital Llc |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| Cerity Partners LLC |
3 |
| Harvest Management Llc |
3 |
| Guyasuta Investment Advisors Inc |
3 |
| SRS Capital Advisors, Inc. |
3 |
| Lee Financial Co |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| Hermes Investment Management Ltd |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| Cookson Peirce & Co Inc |
3 |
| AE Wealth Management LLC |
3 |
| Cable Hill Partners, LLC |
3 |
| Man Investments Ltd |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| Meadow Creek Investment Management LLC |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| R&F Capital Advisors LP |
3 |
| Cigna Investments Inc /new |
3 |
| IFM Investors Pty Ltd |
3 |
| Emerald Advisers, Llc |
3 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
3 |
| Wright Investors Service Inc |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| Tiaa Cref Trust Co Fsb/mo |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| Westside Investment Management, Inc. |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
3 |
| Lebenthal Holdings,LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
| General Electric Co |
3 |
| Lido Advisors, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Parsec Financial Management, Inc. |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Spot Trading L.l.c. |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| Pendal Group Ltd |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| Tiaa, Fsb |
3 |
| Brinker Capital Investments, LLC |
3 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
| Capital Bank & Trust Co |
3 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
| Resources Investment Advisors, LLC. |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
| Enterprise Financial Services Corp |
3 |
| North Point Portfolio Managers Corp/oh |
3 |
| Bogart Wealth, LLC |
3 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Csenge Advisory Group |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
3 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| Nuveen, LLC |
3 |
| Belpointe Asset Management LLC |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| Cerebellum GP, LLC |
3 |
| SG3 Management, LLC |
3 |
| JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
