| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
22 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
20 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
17 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
17 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
17 |
| Simplex Trading, Llc |
17 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
17 |
| Group One Trading, L.p. |
16 |
| Deutsche Bank Ag\ |
16 |
| Proequities, Inc. |
16 |
| Goldman Sachs Group Inc |
16 |
| Royal Bank Of Canada |
15 |
| BlackRock, Inc. |
15 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
15 |
| Dimensional Fund Advisors Lp |
15 |
| Allianz Asset Management GmbH |
15 |
| Fmr Llc |
15 |
| Jane Street Group, Llc |
15 |
| Vanguard Group Inc |
15 |
| Citadel Advisors Llc |
15 |
| Jpmorgan Chase & Co |
15 |
| Parametric Portfolio Associates Llc |
15 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
15 |
| Bnp Paribas Arbitrage, Sa |
15 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
15 |
| Two Sigma Advisers, Lp |
14 |
| Barclays Plc |
14 |
| Morgan Stanley |
14 |
| Renaissance Technologies Llc |
14 |
| Sei Investments Co |
14 |
| Bank Of Montreal /can/ |
14 |
| State Street Corp |
14 |
| Guggenheim Capital Llc |
14 |
| UBS Group AG |
14 |
| Northern Trust Corp |
14 |
| Russell Investments Group, Ltd. |
14 |
| SG Americas Securities, LLC |
14 |
| Wells Fargo & Company/mn |
14 |
| Federated Hermes, Inc. |
14 |
| Alliancebernstein L.p. |
14 |
| Macquarie Group Ltd |
14 |
| Credit Suisse Ag/ |
14 |
| First Trust Advisors Lp |
14 |
| Susquehanna International Group, Llp |
14 |
| Invesco Ltd. |
14 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
14 |
| Bank Of America Corp /de/ |
14 |
| Legal & General Group Plc |
14 |
| Ubs Asset Management Americas Inc |
14 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
14 |
| Millennium Management Llc |
14 |
| Paloma Partners Management Co |
13 |
| Acadian Asset Management Llc |
13 |
| Aqr Capital Management Llc |
13 |
| Advisory Services Network, LLC |
13 |
| Hsbc Holdings Plc |
13 |
| Citigroup Inc |
13 |
| Tower Research Capital LLC (TRC) |
13 |
| Price T Rowe Associates Inc /md/ |
13 |
| D. E. Shaw & Co., Inc. |
13 |
| Charles Schwab Investment Management Inc |
13 |
| Huntington National Bank |
13 |
| Principal Financial Group Inc |
13 |
| Metropolitan Life Insurance Co/ny |
13 |
| American International Group, Inc. |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
| Bank of New York Mellon Corp |
13 |
| Pnc Financial Services Group, Inc. |
13 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| Two Sigma Investments, Lp |
13 |
| Arrowstreet Capital, Limited Partnership |
13 |
| Ameriprise Financial Inc |
13 |
| Kcg Holdings, Inc. |
13 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
13 |
| PDT Partners, LLC |
13 |
| New York State Common Retirement Fund |
13 |
| IFP Advisors, Inc |
13 |
| Parallax Volatility Advisers, L.P. |
13 |
| Us Bancorp \de\ |
13 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
13 |
| Geode Capital Management, Llc |
13 |
| Envestnet Asset Management Inc |
12 |
| Prudential Financial Inc |
12 |
| BlackRock Fund Advisors |
12 |
| Los Angeles Capital Management Llc |
12 |
| Creative Planning |
12 |
| Quadrant Capital Group Llc |
12 |
| Public Employees Retirement System Of Ohio |
12 |
| American Century Companies Inc |
12 |
| Aperio Group, LLC |
12 |
| Verition Fund Management LLC |
12 |
| Rhumbline Advisers |
12 |
| CUT - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF |
12 |
| Nationwide Fund Advisors |
12 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
12 |
| BlackRock Investment Management, LLC |
12 |
| Raymond James & Associates |
12 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
12 |
| Quantbot Technologies LP |
12 |
| BlackRock Advisors LLC |
12 |
| California Public Employees Retirement System |
12 |
| Wellington Management Group Llp |
12 |
| Prelude Capital Management, Llc |
12 |
| Ubs Ag |
12 |
| Cubist Systematic Strategies, LLC |
12 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
12 |
| Panagora Asset Management Inc |
12 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
12 |
| First Horizon Advisors, Inc. |
12 |
| Comerica Bank |
12 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
12 |
| Ladenburg Thalmann Financial Services Inc |
12 |
| California State Teachers Retirement System |
12 |
| Trexquant Investment LP |
12 |
| Virtu Financial LLC |
12 |
| Manufacturers Life Insurance Company, The |
12 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
12 |
| Squarepoint Ops LLC |
12 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
12 |
| Boston Partners |
12 |
| BlackRock Institutional Trust Company, N.A. |
12 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
11 |
| Northwestern Mutual Wealth Management Co |
11 |
| Bridgeway Capital Management Inc |
11 |
| QS Investors, LLC |
11 |
| Eaton Vance Management |
11 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
11 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
11 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
11 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
11 |
| Lazard Asset Management Llc |
11 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
11 |
| Spot Trading L.L.C |
11 |
| Pacer Advisors, Inc. |
11 |
| Assetmark, Inc |
11 |
| LPL Financial LLC |
11 |
| Nomura Holdings Inc |
11 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
11 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
11 |
| PEAK6 Investments, L.P. |
11 |
| State of Tennessee, Treasury Department |
11 |
| Tudor Investment Corp Et Al |
11 |
| Tiaa Cref Investment Management Llc |
11 |
| Gsa Capital Partners Llp |
11 |
| RidgeWorth Capital Management LLC |
11 |
| Glenmede Trust Co Na |
11 |
| Dynamic Technology Lab Private Ltd |
11 |
| MetLife Securities, Inc |
11 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
11 |
| BlackRock Group LTD |
11 |
| Cutler Group LP |
11 |
| Numeric Investors Llc |
11 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
11 |
| TCI Wealth Advisors, Inc. |
11 |
| Thrivent Financial For Lutherans |
11 |
| A.R.T. Advisors, LLC |
11 |
| KBC Group NV |
11 |
| Walleye Trading LLC |
11 |
| Russell Frank Co/ |
11 |
| Signaturefd, Llc |
11 |
| Meeder Asset Management Inc |
11 |
| Great West Life Assurance Co /can/ |
11 |
| Victory Capital Management Inc |
11 |
| Toronto Dominion Bank |
11 |
| Voya Investment Management Llc |
11 |
| Engineers Gate Manager LP |
11 |
| Balyasny Asset Management Llc |
11 |
| Gabelli Funds Llc |
11 |
| Advisors Asset Management, Inc. |
11 |
| Marshall Wace, Llp |
11 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
11 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
11 |
| Teachers Advisors, Llc |
11 |
| Jefferies Group LLC |
11 |
| Profund Advisors Llc |
11 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
11 |
| Marshall Wace North America L.P. |
11 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
10 |
| Parallel Advisors, LLC |
10 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
| Sterling Capital Management LLC |
10 |
| Captrust Financial Advisors |
10 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
10 |
| Norges Bank |
10 |
| HighTower Advisors, LLC |
10 |
| Airain ltd |
10 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
10 |
| PENN SERIES FUNDS INC - International Equity Fund |
10 |
| Strs Ohio |
10 |
| Campbell & CO Investment Adviser LLC |
10 |
| Credit Agricole S A |
10 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
10 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
10 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
10 |
| Stevens Capital Management Lp |
10 |
| Oxford Asset Management Llp |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
10 |
| Parkside Financial Bank & Trust |
10 |
| Teacher Retirement System Of Texas |
10 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
10 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
10 |
| BlueCrest Capital Management Ltd |
10 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
10 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
10 |
| Advisor Group Holdings, Inc. |
10 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
10 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
10 |
| Nuveen Asset Management, LLC |
10 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
10 |
| Swiss National Bank |
10 |
| SAC Capital Advisors LP |
10 |
| Hutchin Hill Capital, LP |
10 |
| Hbk Investments L P |
10 |
| Municipal Employees' Retirement System of Michigan |
10 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
10 |
| New York State Teachers Retirement System |
10 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
10 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
10 |
| Schroder Investment Management Group |
10 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
10 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
10 |
| State Board Of Administration Of Florida Retirement System |
10 |
| Commonwealth Bank Of Australia |
10 |
| Connor, Clark & Lunn Investment Management Ltd. |
10 |
| Lsv Asset Management |
10 |
| Point72 Asset Management, L.P. |
10 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
10 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
10 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
10 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
10 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
10 |
| Nisa Investment Advisors, Llc |
10 |
| Wolverine Trading, Llc |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| Janney Montgomery Scott LLC |
10 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
10 |
| Public Sector Pension Investment Board |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
10 |
| Advisor Group, Inc. |
10 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
10 |
| Quadrature Capital Ltd |
10 |
| Franklin Resources Inc |
9 |
| Capital Innovations LLC |
9 |
| LS Investment Advisors, LLC |
9 |
| Hrt Financial Lp |
9 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
9 |
| Versant Capital Management, Inc |
9 |
| Sofos Investments, Inc. |
9 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
9 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
9 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
9 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
9 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
9 |
| Oregon Public Employees Retirement Fund |
9 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
9 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
9 |
| Enterprise Financial Services Corp |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
9 |
| Brown Brothers Harriman & Co |
9 |
| Gotham Asset Management, LLC |
9 |
| Magnetar Financial LLC |
9 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
9 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
9 |
| Wealthspire Advisors, L.P. |
9 |
| Canada Pension Plan Investment Board |
9 |
| D.a. Davidson & Co. |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| Mutual Of America Capital Management Llc |
9 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
| Rockefeller Capital Management L.P. |
9 |
| Smithfield Trust Co |
9 |
| Crossmark Global Holdings, Inc. |
9 |
| Principal Funds Inc |
9 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
9 |
| Qs Batterymarch Financial Management, Inc |
9 |
| Zacks Investment Management |
9 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
| BlackRock Japan Co. Ltd |
9 |
| VTL Associates, LLC |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| Nine Chapters Capital Management LLC |
9 |
| Susquehanna Fundamental Investments, Llc |
9 |
| Ellington Management Group Llc |
9 |
| Gamco Investors, Inc. Et Al |
9 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
9 |
| NEXT Financial Group, Inc |
9 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
9 |
| ProShare Advisors LLC |
9 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
9 |
| Managed Account Advisors Llc |
9 |
| Point72 Hong Kong Ltd |
9 |
| IndexIQ Advisors LLC |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
9 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
9 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
9 |
| Qube Research & Technologies Ltd |
9 |
| Royce & Associates Lp |
9 |
| Capital Fund Management S.a. |
9 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
9 |
| MUFG Americas Holdings Corp |
9 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
9 |
| United Services Automobile Association |
9 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
9 |
| Asset Management One Co., Ltd. |
9 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
9 |
| Man Group plc |
9 |
| Jacobs Levy Equity Management, Inc |
9 |
| Systematic Financial Management Lp |
9 |
| M&t Bank Corp |
9 |
| Teachers Retirement System Of The State Of Kentucky |
9 |
| Neuberger Berman Group LLC |
9 |
| Brandywine Global Investment Management, LLC |
9 |
| Ameritas Investment Partners, Inc. |
9 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
9 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
9 |
| Amalgamated Bank |
9 |
| PineBridge Investments, L.P. |
9 |
| Vantagepoint Funds |
9 |
| MetLife Investment Management, LLC |
9 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
9 |
| AMP Capital Investors Ltd |
8 |
| Arizona State Retirement System |
8 |
| Steward Partners Investment Advisory, Llc |
8 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
8 |
| First Manhattan Co |
8 |
| State Of Wisconsin Investment Board |
8 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
8 |
| People's United Financial, Inc. |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
8 |
| Cwm, Llc |
8 |
| Federation des caisses Desjardins du Quebec |
8 |
| Vanguard Horizon Funds |
8 |
| Oppenheimer Asset Management Inc. |
8 |
| Petrus Trust Company, LTA |
8 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
8 |
| Axa S.a. |
8 |
| First Quadrant L P/ca |
8 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
8 |
| State Farm Mutual Fund Trust |
8 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
8 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
8 |
| State Farm Variable Product Trust |
8 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
8 |
| Mackenzie Financial Corp |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
8 |
| Bessemer Group Inc |
8 |
| Bailard, Inc. |
8 |
| Eqis Capital Management, Inc. |
8 |
| Stifel Financial Corp |
8 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
8 |
| Wolverine Asset Management Llc |
8 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
8 |
| Public Employees Retirement Association Of Colorado |
8 |
| Assured Investment Management LLC |
8 |
| Sawtooth Solutions, LLC |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
8 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
8 |
| FNY Investment Advisers, LLC |
8 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
| Alpine Global Management, LLC |
8 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
8 |
| Walleye Capital LLC |
8 |
| Lindbrook Capital, Llc |
8 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
8 |
| CenterStar Fund, LLC |
8 |
| Cnh Partners Llc |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
| Tarbox Family Office, Inc. |
8 |
| Oppenheimer Funds Inc |
8 |
| Brinker Capital Investments, LLC |
8 |
| Cornercap Investment Counsel Inc |
8 |
| Capstone Asset Management Co |
8 |
| PEAK6 Investments LLC |
8 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
8 |
| Thompson Siegel & Walmsley Llc |
8 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
8 |
| Clear Street Markets Llc |
8 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
8 |
| Algert Global Llc |
8 |
| Howe & Rusling Inc |
8 |
| Nordea Investment Management Ab |
8 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
8 |
| EverSource Wealth Advisors, LLC |
8 |
| Highbridge Capital Management Llc |
8 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
8 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
8 |
| Glassman Wealth Services |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
8 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
8 |
| Financial Gravity Companies, Inc. |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
8 |
| Schonfeld Strategic Advisors LLC |
8 |
| Private Capital Group, LLC |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
8 |
| Louisiana State Employees Retirement System |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
8 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
8 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
8 |
| Versus Capital Real Assets Fund Llc |
8 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
8 |
| Allspring Global Investments Holdings, LLC |
8 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
8 |
| Ubs Oconnor Llc |
8 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
8 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
8 |
| Fifth Third Bancorp |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
8 |
| Texas Permanent School Fund |
8 |
| Massachusetts Financial Services Co /ma/ |
8 |
| ExodusPoint Capital Management, LP |
8 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
8 |
| Laurion Capital Management LP |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| ClariVest Asset Management LLC |
8 |
| Stratos Wealth Partners, LTD. |
8 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
8 |
| Shell Asset Management Co |
8 |
| Northern Trust Co Of Connecticut |
8 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
8 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
| Absolute Return Capital, LLC |
8 |
| Quantamental Technologies LLC |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
8 |
| Mason Street Advisors, Llc |
8 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
| Vanguard World Fund |
8 |
| Suntrust Banks Inc |
8 |
| James Investment Research Inc |
8 |
| Virginia Retirement Systems Et Al |
8 |
| DekaBank Deutsche Girozentrale |
8 |
| Pictet Asset Management Ltd |
7 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
7 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
7 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
7 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| Yousif Capital Management, Llc |
7 |
| 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 |
7 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
7 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
7 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
7 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
7 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
7 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
7 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
7 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
7 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
7 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
7 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
7 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
7 |
| C M Bidwell & Associates Ltd |
7 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
7 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
7 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
7 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
7 |
| Harbour Investments, Inc. |
7 |
| SECOR Capital Advisors, LP |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| Voloridge Investment Management, Llc |
7 |
| Blueshift Asset Management, LLC |
7 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
7 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
7 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
7 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
| Leuthold Group, Llc |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
7 |
| Nomura Asset Management Co Ltd |
7 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
7 |
| State of Alaska, Department of Revenue |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
7 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
7 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
7 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
7 |
| Centiva Capital, LP |
7 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
7 |
| Kennedy Capital Management, Inc. |
7 |
| Spark Investment Management LLC |
7 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
7 |
| Riverhead Capital Management Llc |
7 |
| Winton Capital Group Ltd |
7 |
| Natixis Advisors, L.p. |
7 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
7 |
| Tfs Capital Investment Trust |
7 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
7 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
7 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
7 |
| Alpha Windward Llc |
7 |
| Investors Research Corp |
7 |
| Tfs Capital Llc |
7 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
7 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
7 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
7 |
| Stone Ridge Asset Management LLC |
7 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
7 |
| Alberta Investment Management Corp |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
7 |
| Irish Life Investment Managers Ltd. |
7 |
| Itau Unibanco Holding S.A. |
7 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
7 |
| Putnam Investments Llc |
7 |
| College Retirement Equities Fund |
7 |
| Tiaa-cref Funds |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
7 |
| Piedmont Investment Advisors Llc |
7 |
| Janus Henderson Group Plc |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
7 |
| U S Global Investors Inc |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
7 |
| IHT Wealth Management, LLC |
7 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
7 |
| Bryn Mawr Capital Management Inc |
7 |
| Oppenheimer Etf Trust |
7 |
| Ajo, Lp |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
7 |
| Ergoteles LLC |
7 |
| GV Financial Advisors |
7 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
7 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
7 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
7 |
| Assenagon Asset Management S.A. |
7 |
| Acrospire Investment Management LLC |
7 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
| Chicago Equity Partners Llc |
7 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
7 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
7 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
7 |
| WFG Advisors, LP |
7 |
| Fieldpoint Private Securities, LLC |
7 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
| Emerald Acquisition Ltd. |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| Karp Capital Management Corp |
7 |
| Amundi Pioneer Asset Management Inc |
7 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
7 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
7 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
7 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
7 |
| Mirae Asset Global Investments Co., Ltd. |
7 |
| Sandy Spring Bank |
7 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
7 |
| SpiderRock Trading LLC |
7 |
| NumerixS Investment Technologies Inc |
7 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
7 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
7 |
| Td Asset Management Inc |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
7 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
7 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
7 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
7 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
7 |
| Van Eck Associates Corp |
7 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
| Clinton Group Inc |
7 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
7 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
7 |
| Vanguard Index Funds |
7 |
| Carlson Capital L P |
7 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
7 |
| CIBC World Markets Inc. |
7 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
7 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
7 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| Plante Moran Financial Advisors, LLC |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
7 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
7 |
| Global Retirement Partners, LLC |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
7 |
| Cornerstone Advisors, Inc. |
7 |
| Globeflex Capital L P |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
7 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
7 |
| Natixis |
7 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
| Paradigm Asset Management Co Llc |
7 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
7 |
| Dynamic Technology Lab Pte Ltd |
7 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
| Index Management Solutions, LLC |
7 |
| Aquatic Capital Management LLC |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| Water Island Capital Llc |
7 |
| National Asset Management, Inc. |
7 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
7 |
| Wbi Investments, Inc. |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| Gemmer Asset Management LLC |
7 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
| Quantinno Capital Management LP |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| MASTER BOND LLC - Master Total Return Portfolio |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
6 |
| Placemark Investments, Inc. |
6 |
| Graham Capital Management, L.P. |
6 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
6 |
| Deere & Co |
6 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
6 |
| Berman Capital Advisors, LLC |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
6 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| General Motors Investment Management Corp |
6 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
6 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
6 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
6 |
| Warren Averett Asset Management, LLC |
6 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
6 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| Mason Street Advisors, Llc |
6 |
| Allworth Financial LP |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| Vident Investment Advisory, LLC |
6 |
| Elkfork Partners LLC |
6 |
| Ronald Blue Trust, Inc. |
6 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
6 |
| JNBA Financial Advisors |
6 |
| Alps Advisors Inc |
6 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
6 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
6 |
| Spire Wealth Management |
6 |
| Proficio Capital Partners LLC |
6 |
| Delpha Capital Management, Llc |
6 |
| J. Goldman & Co LP |
6 |
| CENTRAL TRUST Co |
6 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
6 |
| Bell Investment Advisors, Inc |
6 |
| Rydex Etf Trust |
6 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
6 |
| Versor Investments LP |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
6 |
| Veriti Management LLC |
6 |
| Barrow Hanley Mewhinney & Strauss Llc |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
6 |
| Cable Hill Partners, LLC |
6 |
| Element Capital Management Llc |
6 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
| Convergence Investment Partners, LLC |
6 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
6 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
6 |
| Old Mutual Global Investors (UK) Ltd. |
6 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
6 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
6 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
6 |
| Fuller & Thaler Asset Management, Inc. |
6 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
6 |
| International Assets Investment Management, Llc |
6 |
| Princeton Alpha Management LP |
6 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
6 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
6 |
| Landscape Capital Management, L.l.c. |
6 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
| Dalton Greiner Hartman Maher & Co |
6 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
6 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
6 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
6 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
6 |
| Cetera Advisor Networks LLC |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| Hillsdale Investment Management Inc. |
6 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| Bayesian Capital Management, LP |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
6 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
6 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
6 |
| Healthcare Of Ontario Pension Plan Trust Fund |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| Wedge Capital Management L L P/nc |
6 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
6 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
6 |
| Oppenheimer & Co Inc |
6 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
6 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
6 |
| Claymore Exchange-traded Fund Trust 2 |
6 |
| Visium Asset Management, LP |
6 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
6 |
| Moore Capital Management, Lp |
6 |
| CIBC Private Wealth Group, LLC |
6 |
| LMR Partners LLP |
6 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
6 |
| Zebra Capital Management LLC |
6 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
6 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
6 |
| Segall Bryant & Hamill, Llc |
6 |
| Quantitative Investment Management, LLC |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
6 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| Jane Street Holding, LLC |
6 |
| Heartland Advisors Inc |
6 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
6 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
6 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
6 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
| Brookfield Asset Management Inc. |
6 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
6 |
| PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
6 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
6 |
| Carroll Financial Associates, Inc. |
6 |
| Aristides Capital LLC |
6 |
| Dreman Value Management, L L C |
6 |
| Boothbay Fund Management, Llc |
6 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
6 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
6 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
6 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
6 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
6 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
6 |
| Old Mission Capital Llc |
6 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
6 |
| Gradient Investments LLC |
6 |
| Two Sigma Securities, Llc |
6 |
| Employees Retirement System of Texas |
6 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
| Dupont Capital Management Corp |
6 |
| Dean Investment Associates, Llc |
6 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
6 |
| Keybank National Association/oh |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| CR Intrinsic Investors, LLC |
6 |
| Css Llc/il |
6 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
6 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
6 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
6 |
| Cornerstone Capital Management Holdings Llc. |
6 |
| Farmers & Merchants Investments Inc |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
6 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
6 |
| Stephens Inc /ar/ |
6 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
6 |
| Manchester Capital Management LLC |
6 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
| Regions Financial Corp |
6 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
| Whittier Trust Co |
6 |
| Loomis Sayles & Co L P |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
6 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
6 |
| Stanley-Laman Group, Ltd. |
6 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
6 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
6 |
| Gdl Fund |
6 |
| Truist Financial Corp |
6 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
6 |
| AHL Partners LLP |
6 |
| American Portfolios Advisors |
6 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
6 |
| XTX Topco Ltd |
6 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| HAP Trading, LLC |
6 |
| Sonora Investment Management, LLC |
6 |
| Ground Swell Capital, LLC |
6 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
6 |
| National Planning Corp |
6 |
| Jump Financial, LLC |
6 |
| BNP Paribas Asset Management Holding S.A. |
6 |
| Aigen Investment Management, Lp |
6 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
6 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
6 |
| Farther Finance Advisors, LLC |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
6 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
6 |
| Hudson Bay Capital Management LP |
6 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
6 |
| Tocqueville Asset Management L.p. |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
6 |
| Asset Dedication, LLC |
6 |
| Cadence Capital Management Llc |
6 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
6 |
| ZPR Investment Management |
5 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
5 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| Royce Value Trust Inc |
5 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
5 |
| Compagnie Lombard Odier SCmA |
5 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
| Financial Management Professionals, Inc. |
5 |
| Advisors Preferred, LLC |
5 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
5 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
5 |
| Hanseatic Management Services Inc |
5 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
5 |
| Clearline Capital LP |
5 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
| Ensign Peak Advisors, Inc |
5 |
| Winton Diversified Opportunities Fund |
5 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
5 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
5 |
| Denali Advisors Llc |
5 |
| Trust Department Mb Financial Bank N A |
5 |
| GAM Holding AG |
5 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
5 |
| Pioneer Diversified High Income Trust |
5 |
| CIBC Asset Management Inc |
5 |
| Pnc Funds |
5 |
| Brown Advisory Inc |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
5 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
5 |
| Integral Derivatives, LLC |
5 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
5 |
| First Hawaiian Bank |
5 |
| Fox Run Management, L.l.c. |
5 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
5 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
5 |
| BTG Pactual Global Asset Management Ltd |
5 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
5 |
| Brookstone Capital Management |
5 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
5 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
5 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
5 |
| Ancora Advisors, LLC |
5 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
5 |
| Malaga Cove Capital, LLC |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| City Holding Co |
5 |
| DAVENPORT & Co LLC |
5 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
5 |
| First Eagle Investment Management, LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
5 |
| EAM Investors, LLC |
5 |
| Massmutual Trust Co Fsb/adv |
5 |
| WOOD - iSHARES TRUST - iShares Global Timber & Forestry ETF |
5 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
5 |
| E. Ohman J:or Asset Management AB |
5 |
| Cooper Creek Partners Management Llc |
5 |
| Hancock Whitney Corp |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| Hartford Mutual Funds Inc/ct |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
5 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
5 |
| Cipher Capital LP |
5 |
| Glen Harbor Capital Management LLC |
5 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
5 |
| Meadow Creek Investment Management LLC |
5 |
| Whitebox Advisors Llc |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| Martingale Asset Management L P |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| Advantage Investment Management, Llc |
5 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
5 |
| Sowell Financial Services LLC |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
5 |
| King Luther Capital Management Corp |
5 |
| Icon Advisers Inc/co |
5 |
| Archford Capital Strategies, LLC |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| Boston Private Wealth Llc |
5 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
5 |
| Matarin Capital Management, LLC |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| Advisor Partners Llc |
5 |
| Americafirst Capital Management, Llc |
5 |
| CI Private Wealth, LLC |
5 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
5 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
5 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
5 |
| New England Securities Corp /MA/ |
5 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
5 |
| Equitec Proprietary Markets, Llc |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
5 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
| Dorsey Wright & Associates |
5 |
| World Asset Management Inc |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
5 |
| Csenge Advisory Group |
5 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
| Gardner Lewis Asset Management L P |
5 |
| Ramsey Quantitative Systems |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| FDx Advisors, Inc. |
5 |
| APG Asset Management N.V. |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
5 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Invesco High Income Trust Ii |
5 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
5 |
| Invesco Bond Fund |
5 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
5 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
5 |
| Pinnacle Associates Ltd |
5 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
5 |
| Campbell Multi-strategy Trust |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| Bogle Investment Management L P /de/ |
5 |
| Brinker Capital Inc |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
5 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| Boston Private Bank & Trust Co |
5 |
| Lombardia Capital Partners Llc |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
5 |
| Telemetry Investments, L.L.C. |
5 |
| Ing Groep Nv |
5 |
| Everence Capital Management Inc |
5 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
5 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
5 |
| Usaa Etf Trust |
5 |
| Snowden Capital Advisors LLC |
5 |
| Covestor Ltd |
5 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
5 |
| Dean Capital Management |
5 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
5 |
| Guggenheim Active Allocation Fund |
5 |
| Yakira Capital Management, Inc. |
5 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
| United Capital Financial Advisers, Llc |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| FineMark National Bank & Trust |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| Jones Financial Companies Lllp |
5 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
| Cresset Asset Management, LLC |
5 |
| Pine River Capital Management L.P. |
5 |
| MBEQX - M FUND INC - M International Equity Fund |
5 |
| Westport Resources Management Inc |
5 |
| Dark Forest Capital Management Lp |
5 |
| GWM Advisors LLC |
5 |
| Breton Hill Capital Ltd. |
5 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
5 |
| Navellier & Associates Inc |
5 |
| Diversified Trust Co |
5 |
| Umb Bank N A/mo |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| Ellevest, Inc. |
5 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| Timber Hill LLC |
5 |
| SPX Equities Gestao de Recursos Ltda |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| Sei Trust Co |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
5 |
| Alpha Paradigm Partners, LLC |
5 |
| Vantage Consulting Group Inc |
5 |
| Capital One, National Association |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| Maryland State Retirement & Pension System |
5 |
| Picton Mahoney Asset Management |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
5 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
| Chicago Partners Investment Group LLC |
5 |
| Scopus Asset Management, L.p. |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
5 |
| Erste Asset Management GmbH |
5 |
| Summit Trail Advisors, Llc |
5 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| Knight Capital Group, Inc. |
5 |
| Caption Management, LLC |
5 |
| Bowling Portfolio Management LLC |
5 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
| First Citizens Bank & Trust Co |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| Centaurus Financial, Inc. |
5 |
| Cambria Investment Management, L.P. |
5 |
| CAPROCK Group, Inc. |
5 |
| Parkwood LLC |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Squar Milner Financial Services Llc |
5 |
| ZEOIX - Northern Lights Fund Trust - Zeo Short Duration Income Fund Class I |
5 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
| Commerzbank Aktiengesellschaft /fi |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
5 |
| Eagle Asset Management Inc |
5 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
5 |
| Alpine Associates Management Inc. |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
5 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
| Seacrest Wealth Management, Llc |
5 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| Denver Investment Advisors Llc |
5 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
5 |
| Salem Investment Counselors Inc |
5 |
| Capstone Investment Advisors, Llc |
5 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| Westpac Banking Corp |
5 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| Elite Wealth Management, Inc. |
5 |
| Invictus RG |
5 |
| Invictus RG Pte. Ltd. |
5 |
| Adage Capital Partners Gp, L.l.c. |
5 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
5 |
| Moody National Bank Trust Division |
5 |
| Private Trust Co Na |
4 |
| Mv Capital Management, Inc. |
4 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
4 |
| Thomas White International Ltd |
4 |
| Whitebox Mutual Funds |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
4 |
| New York Life Investment Management Llc |
4 |
| Raymond James Financial Inc |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| GLG Partners LP |
4 |
| Ascend Capital, Llc |
4 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
4 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
4 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
4 |
| Meridian Wealth Partners, LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| Checchi Capital Advisers, LLC |
4 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
4 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
4 |
| Archer Investment Corp |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
| Amalgamated Financial Corp. |
4 |
| Wealthsource Partners, Llc |
4 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
4 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| Westchester Capital Management, LLC |
4 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
4 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
| Menta Capital Llc |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| Profunds - Profund Vp Small-cap Value |
4 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
4 |
| Transamerica Partners Funds Group |
4 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
4 |
| Adams Asset Advisors, LLC |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| CX Institutional |
4 |
| Bck Capital Management Lp |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| Man Investments Ltd |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| CHURCHILL MANAGEMENT Corp |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
4 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| Santa Fe Partners LLC |
4 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
4 |
| Hantz Financial Services, Inc. |
4 |
| HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
4 |
| Front Row Advisors LLC |
4 |
| DRW Securities, LLC |
4 |
| Lucus Advisors Llc |
4 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
4 |
| Tortoise Investment Management, LLC |
4 |
| SG3 Management, LLC |
4 |
| First Midwest Bank Trust Division |
4 |
| Analytic Investors, LLC |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| Standard Life Aberdeen plc |
4 |
| Valeo Financial Advisors, LLC |
4 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
4 |
| Bank Of Nova Scotia |
4 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
4 |
| Brewin Dolphin Ltd |
4 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
| Mint Tower Capital Management B.V. |
4 |
| Prudential Plc |
4 |
| Phocas Financial Corp. |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
| Harvest Management Llc |
4 |
| JustInvest LLC |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
4 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
4 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
| Shapiro Robert N |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| Advent Capital Management /de/ |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Thompson Davis & Co., Inc. |
4 |
| Cornerstone Planning Group LLC |
4 |
| Washington Trust Bank |
4 |
| Spot Trading L.l.c. |
4 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| Naples Global Advisors, Llc |
4 |
| San Francisco Sentry Investment Group (ca) |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| True Wealth Design, LLC |
4 |
| Deprince Race & Zollo Inc |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| Point72 Middle East FZE |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| AdvisorNet Financial, Inc |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
| Penserra Capital Management LLC |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
4 |
| Mondrian Investment Partners LTD |
4 |
| Mazama Capital Management Inc |
4 |
| Cantab Capital Partners LLP |
4 |
| Crow Point Partners, LLC |
4 |
| Deltec Asset Management Llc |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
4 |
| First New York Securities Llc /ny |
4 |
| Optimum Investment Advisors |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| Zions Bancorporation |
4 |
| Ritholtz Wealth Management |
4 |
| Capital World Investors |
4 |
| Janus Capital Management Llc |
4 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
4 |
| Liberty Street Advisors, Inc. |
4 |
| Prospera Financial Services Inc |
4 |
| Neuburgh Advisers LLC |
4 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
4 |
| Ada Investment Management, LP |
4 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| Banco de Sabadell, S.A |
4 |
| Balentine LLC |
4 |
| Qrg Capital Management, Inc. |
4 |
| Bluefin Trading, LLC |
4 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
4 |
| TD Waterhouse Canada Inc. |
4 |
| Independent Advisor Alliance |
4 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
4 |
| Curian Capital Llc |
4 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
4 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
4 |
| AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
4 |
| Mycio Wealth Partners, Llc |
4 |
| West Paces Advisors Inc. |
4 |
| Financial Architects, Inc |
4 |
| SRS Capital Advisors, Inc. |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| Cerity Partners LLC |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| NorthCoast Asset Management LLC |
4 |
| CWM Advisors, LLC |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| Empirical Finance, LLC |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| Empowered Funds, LLC |
4 |
| Holocene Advisors, LP |
4 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
4 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| GAMMA Investing LLC |
4 |
| Principal Securities, Inc. |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| Perpetual Ltd |
4 |
| Donald Smith & Co., Inc. |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Skopos Labs, Inc. |
4 |
| Smartleaf Asset Management LLC |
4 |
| Teza Capital Management LLC |
4 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
4 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
4 |
| Janney Capital Management LLC |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
| Marathon Trading Investment Management LLC |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
4 |
| Great Lakes Advisors, Llc |
4 |
| EntryPoint Capital, LLC |
4 |
| Fruth Investment Management |
4 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
| Wetherby Asset Management Inc |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| Tompkins Financial Corp |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| Royce Micro-cap Trust, Inc /md/ |
4 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
| FNY Partners Fund LP |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
4 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| Teton Advisors, Inc. |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| Bruderman Asset Management, LLC |
4 |
| Atria Investments Llc |
4 |
| Alambic Investment Management, L.P. |
4 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
4 |
| PSCM - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Materials ETF |
4 |
| First Financial Corp /in/ |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
4 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
4 |
| ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
4 |
| Lord, Abbett & Co. Llc |
4 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| North Star Investment Management Corp. |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| Evercore Wealth Management, LLC |
4 |
| WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| FIL Ltd |
4 |
| K2 Principal Fund, L.p. |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| Connor Clark & Lunn Investment Management Ltd |
4 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
| Orrstown Financial Services Inc |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| Intrust Bank Na |
4 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
4 |
| Caxton Associates Lp |
4 |
| Alyeska Investment Group, L.P. |
4 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| Opus Capital Group, LLC |
4 |
| FNY Managed Accounts LLC |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
4 |
| ETRADE Capital Management LLC |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| Winch Advisory Services, LLC |
4 |
| Glg Inc. |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
4 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
| Camarda Financial Advisors, LLC |
4 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
4 |
| Coldstream Capital Management Inc |
4 |
| Stoneridge Investment Partners Llc |
4 |
| Maverick Capital Ltd |
4 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
| Reilly Financial Advisors, Llc |
4 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
4 |
| Sit Investment Associates Inc |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| Shepherd Kaplan Krochuk, Llc |
4 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
4 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| MAI Capital Management |
4 |
| Veritable, L.P. |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
4 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
| Fiera Capital Corp |
4 |
| Commerce Bank |
4 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
| Global X Funds |
4 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
4 |
| Retirement Systems of Alabama |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
4 |
| Xact Kapitalforvaltning AB |
4 |
| Gierl Augustine Investment Management Inc |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
4 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
4 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
4 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| Harbor Investment Advisory, Llc |
4 |
| EverPoint Asset Management, LLC |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
| Pioneer Floating Rate Trust |
4 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| Johnson Financial Group, Inc. |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| Ingalls & Snyder Llc |
4 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
| Transamerica Partners Portfolios |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| Pinz Capital Management, LP |
4 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| Transamerica Partners Funds Group Ii |
4 |
| AlphaOne Investment Services, LLC |
4 |
| First Mercantile Trust Co |
4 |
| Pearl River Capital, LLC |
4 |
| BRYN MAWR TRUST Co |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
4 |
| S. Muoio & Co. Llc |
4 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
| FORA Capital, LLC |
4 |
| Capital Guardian Trust Co |
4 |
| Geneos Wealth Management Inc. |
4 |
| Money Concepts Capital Corp |
4 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
4 |
| Rehmann Capital Advisory Group |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Baird Financial Group, Inc. |
4 |
| Weld Capital Management Llc |
4 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
| Optiver Holding B.V. |
4 |
| Wealthcare Capital Management Llc |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| Calvert Investment Management, Inc. |
4 |
| Polar Asset Management Partners Inc. |
4 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| Atom Investors LP |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Hartford Investment Management Co |
4 |
| Eagle Global Advisors Llc |
4 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
4 |
| Hgk Asset Management Inc |
4 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
| SBI Securities Co., Ltd. |
4 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| Seven Eight Capital, Lp |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
4 |
| Barings Llc |
4 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
| Wealthfront Inc |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
4 |
| Bb&t Securities, Llc |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
4 |
| IMC-Chicago, LLC |
4 |
| Mariner, LLC |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| Weiss Asset Management LP |
4 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| Corton Capital Inc. |
4 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
4 |
| Jump Trading, LLC |
4 |
| Hoxton Financial, Inc. |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Rational Advisors Llc |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| Signet Financial Management, Llc |
4 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
3 |
| Cahill Financial Advisors Inc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| Kernodle & Katon Asset Management Group, LLC |
3 |
| Pentwater Capital Management LP |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| NatWest Group plc |
3 |
| Sphinx Trading, Lp |
3 |
| Wesbanco Bank Inc |
3 |
| USA Financial Portformulas Corp |
3 |
| Handelsbanken Fonder AB |
3 |
| Tiverton Asset Management Llc |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
3 |
| Regentatlantic Capital Llc |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
| Sandell Investment Services LLC |
3 |
| Sumit Capital, Llc |
3 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
3 |
| Parametrica Management Ltd |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Burt Wealth Advisors |
3 |
| City National Bank |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| BlueCrest Capital Management LLP |
3 |
| Guyasuta Investment Advisors Inc |
3 |
| Kms Financial Services, Inc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| Atwood & Palmer Inc |
3 |
| RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
3 |
| North Star Asset Management Inc |
3 |
| Societe Generale |
3 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
3 |
| Contrarian Capital Management, L.l.c. |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Glazer Capital, Llc |
3 |
| Wilmington Funds Management Corp |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| Advisory Research Inc |
3 |
| Nelson Capital Management, LLC |
3 |
| Peregrine Capital Management Llc |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| First Bank & Trust |
3 |
| Symphony Asset Management Llc |
3 |
| Teton Westwood Funds |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| Keeley Asset Management Corp |
3 |
| Avantax Planning Partners, Inc. |
3 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
| Emerald Advisers, Llc |
3 |
| Flinton Capital Management LLC |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| Evergreen Capital Management Llc |
3 |
| Banco Santander, S.A. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
3 |
| Commonwealth Equity Services, Inc |
3 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
| Tyers Asset Management LLC |
3 |
| Ballentine Partners, LLC |
3 |
| Hl Financial Services Llc |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| Ridgewood Investments LLC |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| SpiderRock Advisors, LLC |
3 |
| PenderFund Capital Management Ltd. |
3 |
| Founders Capital Management |
3 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
| EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
3 |
| White Pine Capital Llc |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| Northern Oak Wealth Management Inc |
3 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
| Genesee Valley Trust Co |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Capital Bank & Trust Co |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
3 |
| Edge Advisors, Llc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| Cubic Asset Management, LLC |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I |
3 |
| Belpointe Asset Management LLC |
3 |
| KCS Wealth Advisory |
3 |
| Cerebellum GP, LLC |
3 |
| SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
3 |
| Rothschild Investment Corp /il |
3 |
| Boston Advisors Llc |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| Scotia Capital Inc. |
3 |
| LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
3 |
| Bridgewater Associates, LP |
3 |
| Yorktown Management & Research Co Inc |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| Hanson & Doremus Investment Management |
3 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Franklin Universal Trust |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| Capital Management Associates /ny/ |
3 |
| First Republic Investment Management, Inc. |
3 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
3 |
| Meritage Portfolio Management |
3 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
3 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
3 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
3 |
| NewSquare Capital LLC |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
| Dfa Investment Trust Co - The Dfa International Value Series |
3 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Lmcg Investments, Llc |
3 |
| Flow Traders U.s. Llc |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Global X Management CO LLC |
3 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
3 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
3 |
| Brandes Investment Partners, Lp |
3 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
| FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
3 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| Aristeia Capital Llc |
3 |
| Securian Asset Management, Inc |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| QCM Cayman, Ltd. |
3 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| Avalon Advisors, Llc |
3 |
| Hilltop Holdings Inc. |
3 |
| Wilmington Trust Co |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| Cibc World Markets Corp |
3 |
| American Trust Investment Advisors, LLC |
3 |
| GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
3 |
| Brighton Jones Llc |
3 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| Raymond James Trust N.a. |
3 |
| Blackstone / Gso Strategic Credit Fund |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| Oppenheimer Variable Account Funds |
3 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
| Portolan Capital Management, LLC |
3 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
3 |
| Buckhead Capital Management Llc |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| 40 North Management LLC |
3 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Glg Llc |
3 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
| Lorber David A |
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 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
3 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
3 |
| Calamos Advisors LLC |
3 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| Sun Life Financial Inc |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
3 |
| Kellner Capital, LLC |
3 |
| Longfellow Investment Management Co Llc |
3 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| National Bank Of Canada /fi/ |
3 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
3 |
| Conning Inc. |
3 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
| First Interstate Bank |
3 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
3 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
3 |
| Mather Group, Llc. |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
3 |
| MUFG Securities EMEA plc |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| Us Global Investors Funds |
3 |
| Wasatch Advisors Inc |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| Exchange Traded Concepts, Llc |
3 |
| Elm Ridge Management, LLC |
3 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Isthmus Partners, Llc |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| Amundi |
3 |
| State Of Michigan Retirement System |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| Trust Co Of Vermont |
3 |
| SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF |
3 |
| WealthTrust Fairport, LLC |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
3 |
| Passport Capital, LLC |
3 |
| Western Asset Management Company, LLC |
3 |
| Rice Hall James & Associates, Llc |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
3 |
| Ci Investments Inc. |
3 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
3 |
| CenturyLink Investment Management Co |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| 1st Global Advisors, Inc. |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| Jennison Associates Llc |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
| Oakbrook Investments Llc |
3 |
| Dialectic Capital Management, Lp |
3 |
| Sigma Planning Corp |
3 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
3 |
| GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| Delta Asset Management Llc/tn |
3 |
| GW&K Investment Management, LLC |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| FrontFour Capital Group LLC |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| Barnett & Company, Inc. |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| St. Johns Investment Management Company, LLC |
3 |
| XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
3 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
3 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| Ieq Capital, Llc |
3 |
| Edge Wealth Management LLC |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| Key FInancial Inc |
3 |
| Sandell Asset Management Corp |
3 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
3 |
| Invenomic Capital Management LP |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| Ethic Inc. |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
| Arkadios Wealth Advisors |
3 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
| Mirabella Financial Services Llp |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| CVA Family Office, LLC |
3 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
3 |
| Fulton Bank, N.a. |
3 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Perritt Capital Management Inc |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| Grace & White Inc /ny |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| Kassirer Asset Management Corp |
3 |
| Pioneer High Income Trust |
3 |
| Galaxy Capital Trading Ltd |
3 |
| LMR Master Fund Ltd |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Ridgeworth Funds |
3 |
| Old National Bancorp /in/ |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
3 |
| Tdam Usa Inc. |
3 |
| Alliancebernstein Global High Income Fund Inc |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| Motco |
3 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Cobalt Capital Management, Inc. |
3 |
| Capital International Investors |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| Ab Pooling Portfolios |
3 |
| Daiwa Securities Group Inc. |
3 |
| Copeland Capital Management, LLC |
3 |
| Bartlett & Co. LLC |
3 |
| Bollard Group LLC |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| BBT Capital Management, LLC |
3 |
| ZSRIX - Northern Lights Fund Trust - Zeo Sustainable Credit Fund Class I |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| Brightline Capital Management, Llc |
3 |
| Focused Wealth Management, Inc |
3 |
| Waddell & Reed Financial Inc |
3 |
| Commonwealth Equity Services, Llc |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| Norinchukin Bank, The |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| Pinnacle Wealth Planning Services, Inc. |
3 |
| Poehling Capital Management, LLC |
3 |
| Reinhart Partners, Inc. |
3 |
| Smith Asset Management Group Lp |
3 |
| MCF Advisors LLC |
3 |
| 6 Meridian |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| Quantedge Capital Pte Ltd |
3 |
| First Horizon Corp |
3 |
| Sound Income Strategies, LLC |
3 |
| Wedbush Securities Inc |
3 |
| Penn Capital Management Co Inc |
3 |
| Financial Advocates Investment Management |
3 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
| Argent Trust Co |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Grandfield & Dodd, Llc |
3 |
| Diametric Capital, LP |
3 |
| Hexagon Capital Partners LLC |
3 |
| Kestra Advisory Services, LLC |
3 |
| One Wealth Advisors, LLC |
3 |
| Bluefin Capital Management, Llc |
3 |
| We Are One Seven, LLC |
3 |
| Wexford Capital Lp |
3 |
| Paulson Wealth Management Inc. |
3 |
| Buckingham Capital Management Inc |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| Utah Retirement Systems |
3 |
| Blair William & Co/il |
3 |
| Creative Financial Designs Inc /adv |
3 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
| Synovus Financial Corp |
3 |
| Burney Co/ |
3 |
| Accel Wealth Management |
3 |
| Wolff Wiese Magana Llc |
3 |
| Ninety One UK Ltd |
3 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| Syverson Strege & Co |
3 |
| Ckw Financial Group |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Macroview Investment Management Llc |
3 |
| Amica Retiree Medical Trust |
3 |
| Frontier Capital Management Co Llc |
3 |
| Amica Pension Fund Board Of Trustees |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
| Mackay Shields Llc |
3 |
| Bridgefront Capital, LLC |
3 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
| Concord Wealth Partners |
3 |
| SummerHaven Investment Management, LLC |
3 |
| New York Life Investments Alternatives |
3 |
| Pflug Koory, LLC |
3 |
| Truvestments Capital Llc |
3 |
| Waterfront Wealth Inc. |
3 |
| Community Bank, N.A. |
3 |
| Integrated Wealth Management |
3 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| Inlet Private Wealth, LLC |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Cowen Group, Inc. |
3 |
| Perigon Wealth Management, LLC |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| Alphacrest Capital Management Llc |
3 |
| Ionic Capital Management LLC |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Rotella Capital Management, Inc. |
3 |
| Next Capital Management LLC |
3 |
| Odey Asset Management Group Ltd |
3 |
| Advisor Resource Council |
3 |
| Zions Bancorporation, N.A. |
3 |
| Innealta Capital, Llc |
3 |
| Patten Group, Inc. |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
| FourThought Financial, LLC |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| Toroso Investments, LLC |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Piermont Capital Management LLC |
3 |
| Private Advisor Group, LLC |
3 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
3 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
3 |
| D'Orazio & Associates, Inc. |
3 |
| Schubert & Co |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Ameritas Advisory Services, LLC |
3 |
| Stone Toro Investment Advisers, LP |
3 |
| State of Wyoming |
3 |
| Prestige Wealth Management Group LLC |
3 |
| Westwood Holdings Group Inc |
3 |
| Red Tortoise LLC |
3 |
| Metis Global Partners, LLC |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| Capital Analysts, Inc. |
3 |
| CastleKnight Management LP |
3 |
| Gerstein Fisher |
3 |
| RHJ International SA |
3 |
| Arden Investment Series Trust |
3 |
| Chicago Capital Management, LLC |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Gabelli Equity Series Funds Inc |
3 |
| 1832 Asset Management L.P. |
3 |
| Atlas FRM LLC |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| Pacitti Group Inc. |
3 |
| UMA Financial Services, Inc. |
3 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
3 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
3 |
| Virginia Retirement System |
3 |
| RMB Capital Management, LLC |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
3 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| Clean Yield Group |
3 |
| Cullen Capital Management, LLC |
3 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| Vertex One Asset Management Inc. |
3 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| Citizens Business Bank |
3 |
| Advisor Partners Ii, Llc |
3 |
| Reynolds Capital Management Llc |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| Stephens Consulting, LLC |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| Shelton Capital Management |
3 |
| Mendota Financial Group, LLC |
3 |
| Quarry LP |
3 |
| Tradeworx Inc. |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| Headlands Technologies LLC |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
3 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
| M&g Investment Management Ltd |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
| Amica Mutual Insurance Co |
3 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
3 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
3 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Vident Advisory, LLC |
3 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Napier Park Global Capital (US) LP |
3 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
3 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
| Cetera Investment Advisers |
3 |
| Jefferies Financial Group Inc. |
3 |
| Bokf, Na |
3 |
| Howard Hughes Medical Institute |
3 |
| Mork Capital Management, LLC |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| Citizens Financial Group Inc/ri |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| Slotnik Capital, LLC |
3 |
| Pathstone Holdings, LLC |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
| Rafferty Asset Management, LLC |
3 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
3 |
| Catalyst Capital Advisors LLC |
3 |
| Groupama Asset Managment |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Westfield Capital Management Co Lp |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
3 |
| Tcw Group Inc |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| Soros Fund Management Llc |
3 |
| Point72 (DIFC) Ltd |
3 |
| Princeton Portfolio Strategies Group LLC |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Dynamic Capital Management Ltd |
3 |
| Rothschild Investment Llc |
3 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
| Abound Wealth Management |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| Highline Wealth Partners Llc |
3 |
| M Holdings Securities, Inc. |
3 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
3 |
| Barrett Asset Management, LLC |
3 |
| South Dakota Investment Council |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| 361 Capital Llc |
3 |
| Virtus ETF Advisers LLC |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
3 |
| Twin Tree Management, LP |
3 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| Euclidean Technologies Management, LLC |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| Hm Payson & Co |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| Sierra Ocean, Llc |
3 |
| IBM Retirement Fund |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| Sciencast Management LP |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
3 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| Mml Investors Services, Llc |
3 |
| Associated Banc-corp |
3 |
| Trustmark National Bank Trust Department |
3 |
| New Mexico Educational Retirement Board |
3 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Vantage Investment Advisors, LLC |
3 |
