| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
26 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
26 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
25 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
25 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
24 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
23 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
22 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
22 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
21 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
21 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
20 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
20 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
19 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
19 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
17 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
17 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
16 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
16 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
15 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
15 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
15 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
14 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
14 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
14 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
14 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
13 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
13 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
13 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
13 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
13 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
11 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
11 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
11 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
11 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
10 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
10 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
10 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
9 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
9 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
9 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
9 |
| Tower Research Capital LLC (TRC) |
8 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
8 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
8 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
8 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
8 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
8 |
| Acadian Asset Management Llc |
8 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
8 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
8 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
8 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
8 |
| Citigroup Inc |
8 |
| UBS Group AG |
8 |
| Citadel Advisors Llc |
8 |
| Morgan Stanley |
8 |
| Northern Trust Corp |
7 |
| Virtu Financial LLC |
7 |
| Alliancebernstein L.p. |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
7 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
7 |
| Royal Bank Of Canada |
7 |
| Fmr Llc |
7 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
7 |
| State Street Corp |
7 |
| Charles Schwab Investment Management Inc |
7 |
| BlackRock, Inc. |
7 |
| Goldman Sachs Group Inc |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| Geode Capital Management, Llc |
7 |
| California Public Employees Retirement System |
7 |
| Renaissance Technologies Llc |
7 |
| Barclays Plc |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| Creative Planning |
7 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
7 |
| Bank of New York Mellon Corp |
7 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
7 |
| Dimensional Fund Advisors Lp |
7 |
| Susquehanna International Group, Llp |
7 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
7 |
| Guggenheim Capital Llc |
7 |
| Bank Of America Corp /de/ |
7 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
7 |
| BlackRock Fund Advisors |
7 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
7 |
| Federated Hermes, Inc. |
7 |
| American International Group, Inc. |
7 |
| Nationwide Fund Advisors |
7 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
7 |
| Vanguard Group Inc |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
7 |
| BlackRock Advisors LLC |
7 |
| Deutsche Bank Ag\ |
7 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
7 |
| Millennium Management Llc |
7 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
7 |
| Jpmorgan Chase & Co |
7 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
7 |
| Wells Fargo & Company/mn |
7 |
| Credit Suisse Ag/ |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| BlackRock Investment Management, LLC |
7 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
7 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
7 |
| Us Bancorp \de\ |
6 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
6 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
6 |
| KBC Group NV |
6 |
| Victory Capital Management Inc |
6 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
| Cubist Systematic Strategies, LLC |
6 |
| Gotham Asset Management, LLC |
6 |
| Tudor Investment Corp Et Al |
6 |
| Wellington Management Group Llp |
6 |
| Two Sigma Advisers, Lp |
6 |
| Teacher Retirement System Of Texas |
6 |
| LPL Financial LLC |
6 |
| Panagora Asset Management Inc |
6 |
| HighTower Advisors, LLC |
6 |
| Highbridge Capital Management Llc |
6 |
| Legal & General Group Plc |
6 |
| Prelude Capital Management, Llc |
6 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
6 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
6 |
| Teachers Advisors, Llc |
6 |
| Tiaa Cref Investment Management Llc |
6 |
| Capstone Investment Advisors, Llc |
6 |
| Clear Street Markets Llc |
6 |
| Catalyst Capital Advisors LLC |
6 |
| Schroder Investment Management Group |
6 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
6 |
| Kcg Holdings, Inc. |
6 |
| California State Teachers Retirement System |
6 |
| United Services Automobile Association |
6 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
6 |
| Bnp Paribas Arbitrage, Sa |
6 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
6 |
| Nomura Holdings Inc |
6 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
6 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
6 |
| Ubs Ag |
6 |
| Marshall Wace, Llp |
6 |
| IFP Advisors, Inc |
6 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
6 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
6 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
6 |
| Jane Street Group, Llc |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
6 |
| PEAK6 Investments, L.P. |
6 |
| Squarepoint Ops LLC |
6 |
| I.g. Investment Management, Ltd. |
6 |
| Advisory Services Network, LLC |
6 |
| Meeder Asset Management Inc |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
6 |
| Howe & Rusling Inc |
6 |
| Lord, Abbett & Co. Llc |
6 |
| Strs Ohio |
6 |
| Point72 Asset Management, L.P. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
6 |
| Bank Of Montreal /can/ |
6 |
| Regentatlantic Capital Llc |
6 |
| D. E. Shaw & Co., Inc. |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| Landscape Capital Management, L.l.c. |
6 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
6 |
| Ladenburg Thalmann Financial Services Inc |
6 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
6 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
6 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
6 |
| Price T Rowe Associates Inc /md/ |
6 |
| Group One Trading, L.p. |
6 |
| Allianz Asset Management GmbH |
6 |
| Natixis Advisors, L.p. |
6 |
| Ameriprise Financial Inc |
6 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
6 |
| Boston Partners |
6 |
| Tompkins Financial Corp |
6 |
| Putnam Investments Llc |
6 |
| Invesco Ltd. |
6 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
| Janus Capital Management Llc |
6 |
| BlackRock Institutional Trust Company, N.A. |
6 |
| BlackRock Group LTD |
6 |
| Spot Trading L.L.C |
6 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
| American Century Companies Inc |
6 |
| First Mercantile Trust Co |
6 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
6 |
| Parkside Financial Bank & Trust |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| Oppenheimer & Co Inc |
6 |
| Rhumbline Advisers |
6 |
| New York State Common Retirement Fund |
6 |
| First Trust Advisors Lp |
6 |
| Engineers Gate Manager LP |
6 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
6 |
| Magnetar Financial LLC |
6 |
| A.R.T. Advisors, LLC |
6 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
6 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
6 |
| Swiss National Bank |
6 |
| Laurion Capital Management LP |
6 |
| Credit Agricole S A |
6 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
6 |
| Sei Investments Co |
6 |
| Mckinley Capital Management Llc /delaware |
5 |
| Bokf, Na |
5 |
| Ubs Oconnor Llc |
5 |
| Hancock Whitney Corp |
5 |
| Brown Brothers Harriman & Co |
5 |
| Martingale Asset Management L P |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| Gsa Capital Partners Llp |
5 |
| AMP Capital Investors Ltd |
5 |
| Acrospire Investment Management LLC |
5 |
| National Bank Of Canada /fi/ |
5 |
| WFG Advisors, LP |
5 |
| Washington Trust Bank |
5 |
| Veritable, L.P. |
5 |
| BlueCrest Capital Management Ltd |
5 |
| FDx Advisors, Inc. |
5 |
| Pine River Capital Management L.P. |
5 |
| RidgeWorth Capital Management LLC |
5 |
| Verition Fund Management LLC |
5 |
| APG Asset Management N.V. |
5 |
| JNBA Financial Advisors |
5 |
| CENTRAL TRUST Co |
5 |
| Cetera Advisor Networks LLC |
5 |
| Cetera Advisors LLC |
5 |
| QS Investors, LLC |
5 |
| Private Trust Co Na |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| Los Angeles Capital Management Llc |
5 |
| Two Sigma Investments, Lp |
5 |
| Jennison Associates Llc |
5 |
| Seven Eight Capital, Lp |
5 |
| Private Advisor Group, LLC |
5 |
| FineMark National Bank & Trust |
5 |
| Meiji Yasuda Asset Management Co Ltd. |
5 |
| Sunbelt Securities, Inc. |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| PDT Partners, LLC |
5 |
| James Investment Research Inc |
5 |
| Livforsakringsbolaget Skandia, Omsesidigt |
5 |
| Mackay Shields Llc |
5 |
| Russell Frank Co/ |
5 |
| Vident Investment Advisory, LLC |
5 |
| Picton Mahoney Asset Management |
5 |
| Stratos Wealth Partners, LTD. |
5 |
| Synovus Financial Corp |
5 |
| Utah Retirement Systems |
5 |
| Amalgamated Bank |
5 |
| State of Alaska, Department of Revenue |
5 |
| State Of Wisconsin Investment Board |
5 |
| First Horizon Advisors, Inc. |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| GAM Holding AG |
5 |
| Quantitative Investment Management, LLC |
5 |
| Pacer Advisors, Inc. |
5 |
| Hrt Financial Lp |
5 |
| Johnson Financial Group, Inc. |
5 |
| Winton Capital Group Ltd |
5 |
| Salem Investment Counselors Inc |
5 |
| Paradigm Asset Management Co Llc |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| Mitsubishi UFJ Trust & Banking Corp |
5 |
| Sawtooth Solutions, LLC |
5 |
| Smithfield Trust Co |
5 |
| Arizona State Retirement System |
5 |
| Old National Bancorp /in/ |
5 |
| Neuberger Berman Group LLC |
5 |
| J. Goldman & Co LP |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| First Hawaiian Bank |
5 |
| Quantitative Systematic Strategies LLC |
5 |
| Capstone Asset Management Co |
5 |
| MetLife Securities, Inc |
5 |
| Alpha Windward Llc |
5 |
| Ancora Advisors, LLC |
5 |
| Simplex Trading, Llc |
5 |
| Oakbrook Investments Llc |
5 |
| Princeton Alpha Management LP |
5 |
| New York State Teachers Retirement System |
5 |
| Signaturefd, Llc |
5 |
| Retirement Systems of Alabama |
5 |
| Nine Chapters Capital Management LLC |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| State Of Michigan Retirement System |
5 |
| Cwm, Llc |
5 |
| Numeric Investors Llc |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| NEXT Financial Group, Inc |
5 |
| First Citizens Bank & Trust Co |
5 |
| Alambic Investment Management, L.P. |
5 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
5 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
5 |
| Janus Henderson Group Plc |
5 |
| Alberta Investment Management Corp |
5 |
| ProShare Advisors LLC |
5 |
| Oxford Asset Management Llp |
5 |
| PineBridge Investments, L.P. |
5 |
| Hutchin Hill Capital, LP |
5 |
| Nuveen Asset Management, LLC |
5 |
| Natixis |
5 |
| Mason Street Advisors, Llc |
5 |
| Cnh Partners Llc |
5 |
| Northwestern Mutual Wealth Management Co |
5 |
| Bridgeway Capital Management Inc |
5 |
| Paloma Partners Management Co |
5 |
| Ellington Management Group Llc |
5 |
| Keybank National Association/oh |
5 |
| Kanaly Trust Co |
5 |
| Teachers Retirement System Of The State Of Kentucky |
5 |
| Huntington National Bank |
5 |
| Nordea Investment Management Ab |
5 |
| Bb&t Securities, Llc |
5 |
| Oppenheimer Funds Inc |
5 |
| Rehmann Capital Advisory Group |
5 |
| Glenmede Trust Co Na |
5 |
| Cornerstone Advisors, Inc. |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| World Asset Management Inc |
5 |
| Louisiana State Employees Retirement System |
5 |
| Quantbot Technologies LP |
5 |
| Jaffetilchin Investment Partners, LLC |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Capital Fund Management S.a. |
5 |
| Piedmont Investment Advisors Llc |
5 |
| Wright Investors Service Inc |
5 |
| Aperio Group, LLC |
5 |
| Algert Global Llc |
5 |
| Nisa Investment Advisors, Llc |
5 |
| FNY Managed Accounts LLC |
5 |
| Barings Llc |
5 |
| C M Bidwell & Associates Ltd |
5 |
| Shell Asset Management Co |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| Dupont Capital Management Corp |
5 |
| Guyasuta Investment Advisors Inc |
5 |
| Calvert Investment Management, Inc. |
5 |
| Jefferies Group LLC |
5 |
| Mutual Of America Capital Management Llc |
5 |
| Alpine Global Management, LLC |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Airain ltd |
5 |
| Mariner, LLC |
5 |
| Convergence Investment Partners, LLC |
5 |
| Gemmer Asset Management LLC |
5 |
| Voloridge Investment Management, Llc |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| National Asset Management, Inc. |
5 |
| SG Americas Securities, LLC |
5 |
| Asset Management One Co., Ltd. |
5 |
| CIBC Asset Management Inc |
5 |
| Cipher Capital LP |
5 |
| Raymond James & Associates |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| Texas Permanent School Fund |
5 |
| Stevens Capital Management Lp |
5 |
| Lazard Asset Management Llc |
5 |
| Profund Advisors Llc |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
5 |
| Great West Life Assurance Co /can/ |
5 |
| Shelton Capital Management |
5 |
| Zacks Investment Management |
5 |
| Pictet Asset Management Ltd |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
5 |
| Envestnet Asset Management Inc |
5 |
| TD Waterhouse Canada Inc. |
5 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| Tocqueville Asset Management L.p. |
5 |
| Hudson Bay Capital Management LP |
5 |
| Visium Asset Management, LP |
5 |
| Wedge Capital Management L L P/nc |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| Macquarie Group Ltd |
5 |
| Aqr Capital Management Llc |
5 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
5 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
| Raymond James Financial Inc |
5 |
| CUT - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF |
5 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
5 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
5 |
| Ubs Asset Management Americas Inc |
5 |
| Ing Groep Nv |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| Balyasny Asset Management Llc |
5 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
5 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
5 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
5 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
5 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
5 |
| Alyeska Investment Group, L.P. |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| Commonwealth Bank Of Australia |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| Lsv Asset Management |
5 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
| Wolverine Asset Management Llc |
5 |
| Loomis Sayles & Co L P |
5 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
5 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
5 |
| XTX Topco Ltd |
5 |
| Harbour Investments, Inc. |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| Suntrust Banks Inc |
5 |
| Spire Wealth Management |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| Eaton Vance Management |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| Prudential Financial Inc |
5 |
| Comerica Bank |
5 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
5 |
| Regions Financial Corp |
5 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
5 |
| Pnc Financial Services Group, Inc. |
5 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
5 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
5 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
| Mackenzie Financial Corp |
5 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
5 |
| Vaughan Nelson Investment Management, L.p. |
5 |
| Van Eck Associates Corp |
5 |
| Principal Financial Group Inc |
5 |
| Td Asset Management Inc |
5 |
| Norges Bank |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
5 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
| Stifel Financial Corp |
5 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
5 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| IBM Retirement Fund |
5 |
| Fifth Third Bancorp |
5 |
| Agf Investments Inc. |
5 |
| Janney Montgomery Scott LLC |
5 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
5 |
| Public Employees Retirement System Of Ohio |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| Advisor Group Holdings, Inc. |
5 |
| ExodusPoint Capital Management, LP |
5 |
| FinTrust Capital Advisors, LLC |
5 |
| Proequities, Inc. |
5 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
5 |
| Rockefeller Capital Management L.P. |
5 |
| Commonwealth Equity Services, Llc |
5 |
| Seacrest Wealth Management, Llc |
5 |
| Franklin Resources Inc |
5 |
| Hbk Investments L P |
5 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
5 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
5 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
5 |
| Commerce Bank |
5 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| Bessemer Group Inc |
5 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
5 |
| Nomura Asset Management Co Ltd |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| Voya Investment Management Llc |
5 |
| Great Lakes Advisors, Llc |
5 |
| Clinton Group Inc |
5 |
| D.a. Davidson & Co. |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| Ajo, Lp |
5 |
| Canada Pension Plan Investment Board |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
| BlackRock Japan Co. Ltd |
5 |
| Amundi Pioneer Asset Management Inc |
5 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
5 |
| Ziegler Capital Management, LLC |
5 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| Marshall Wace North America L.P. |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| Wolverine Trading, Llc |
5 |
| Cutler Group LP |
5 |
| Wealthspire Advisors, L.P. |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| Bridgewater Associates, LP |
5 |
| Bank Of Nova Scotia |
5 |
| Brinker Capital Investments, LLC |
5 |
| Menta Capital Llc |
5 |
| Axa S.a. |
5 |
| Prudential Plc |
5 |
| Hsbc Holdings Plc |
5 |
| Assured Investment Management LLC |
5 |
| State of Tennessee, Treasury Department |
5 |
| AHL Partners LLP |
5 |
| M&t Bank Corp |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| Thrivent Financial For Lutherans |
5 |
| Baird Financial Group, Inc. |
5 |
| Point72 Hong Kong Ltd |
5 |
| Lombard Odier Asset Management (Europe) Ltd |
5 |
| Lombard Odier Asset Management (Switzerland) SA |
5 |
| Two Sigma Securities, Llc |
5 |
| Schonfeld Strategic Advisors LLC |
5 |
| Twin Tree Management, LP |
5 |
| MUFG Americas Holdings Corp |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| Brandywine Global Investment Management, LLC |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| Securian Asset Management, Inc |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| Walleye Trading LLC |
5 |
| Advisors Asset Management, Inc. |
5 |
| First Allied Advisory Services, Inc. |
5 |
| Parametric Portfolio Associates Llc |
5 |
| Sciencast Management LP |
4 |
| Toronto Dominion Bank |
4 |
| Brookfield Asset Management Inc. |
4 |
| Carlson Capital L P |
4 |
| Sterling Capital Management LLC |
4 |
| Adage Capital Partners Gp, L.l.c. |
4 |
| Jefferies Financial Group Inc. |
4 |
| Caxton Associates Lp |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Earnest Partners Llc |
4 |
| Global X Management CO LLC |
4 |
| Polar Asset Management Partners Inc. |
4 |
| Ci Investments Inc. |
4 |
| FIL Ltd |
4 |
| Pictet Asset Management Sa |
4 |
| Kennedy Capital Management, Inc. |
4 |
| Waddell & Reed Financial Inc |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| First Manhattan Co |
4 |
| Blair William & Co/il |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| Royce & Associates Lp |
4 |
| Man Group plc |
4 |
| Systematic Financial Management Lp |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| Hartford Investment Management Co |
4 |
| Hm Payson & Co |
4 |
| Colony Group Llc |
4 |
| Castleark Management Llc |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| WASHINGTON TRUST Co |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Baldwin Brothers Inc/ma |
4 |
| Icon Advisers Inc/co |
4 |
| Aviva Plc |
4 |
| Employees Retirement System of Texas |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| First Republic Investment Management, Inc. |
4 |
| Whittier Trust Co |
4 |
| Green Square Capital Advisors Llc |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| CIBC Private Wealth Group, LLC |
4 |
| Palisade Capital Management Llc/nj |
4 |
| Amundi |
4 |
| Twin Capital Management Inc |
4 |
| Brown Advisory Inc |
4 |
| Chesley Taft & Associates LLC |
4 |
| Gabelli Funds Llc |
4 |
| Coldstream Capital Management Inc |
4 |
| Chicago Equity Partners Llc |
4 |
| Motco |
4 |
| Hillsdale Investment Management Inc. |
4 |
| Daiwa Securities Group Inc. |
4 |
| Bartlett & Co. LLC |
4 |
| Glassman Wealth Services |
4 |
| Alps Advisors Inc |
4 |
| Private Management Group Inc |
4 |
| Cadence Capital Management Llc |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| LMR Partners LLP |
4 |
| Checchi Capital Advisers, LLC |
4 |
| Manning & Napier Advisors Llc |
4 |
| Gradient Investments LLC |
4 |
| BRYN MAWR TRUST Co |
4 |
| Driehaus Capital Management Llc |
4 |
| Wealthfront Inc |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| New York Life Investment Management Llc |
4 |
| Ascend Capital, Llc |
4 |
| Epoch Investment Partners, Inc. |
4 |
| Assetmark, Inc |
4 |
| HBK Sorce Advisory LLC |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| Cookson Peirce & Co Inc |
4 |
| GV Financial Advisors |
4 |
| Prospera Financial Services Inc |
4 |
| Horizon Investments, LLC |
4 |
| Reilly Financial Advisors, Llc |
4 |
| Evercore Wealth Management, LLC |
4 |
| South Dakota Investment Council |
4 |
| Allworth Financial LP |
4 |
| Heritage Wealth Advisors |
4 |
| Farmers & Merchants Investments Inc |
4 |
| Financial Architects, Inc |
4 |
| Eqis Capital Management, Inc. |
4 |
| Manchester Capital Management LLC |
4 |
| Rational Advisors Llc |
4 |
| Timber Hill LLC |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| Financial Management Professionals, Inc. |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| Curian Capital Llc |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Enterprise Financial Services Corp |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| Americafirst Capital Management, Llc |
4 |
| Thompson Davis & Co., Inc. |
4 |
| St Germain D J Co Inc |
4 |
| Yorktown Management & Research Co Inc |
4 |
| CIBC World Markets Inc. |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| CenterStar Fund, LLC |
4 |
| Breton Hill Capital Ltd. |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Pathstone Family Office, Llc |
4 |
| Graham Capital Management, L.P. |
4 |
| Scopus Asset Management, L.p. |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| Savant Capital, LLC |
4 |
| TradeLink Capital LLC |
4 |
| Trust Co Of Vermont |
4 |
| Capital Innovations LLC |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| MAI Capital Management |
4 |
| First Quadrant L P/ca |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Leavell Investment Management, Inc. |
4 |
| Sigma Planning Corp |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| DAVENPORT & Co LLC |
4 |
| Atria Investments Llc |
4 |
| Fox Run Management, L.l.c. |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
| Kistler-Tiffany Companies, LLC |
4 |
| Baker Avenue Asset Management, LP |
4 |
| Moors & Cabot, Inc. |
4 |
| Leuthold Group, Llc |
4 |
| ETRADE Capital Management LLC |
4 |
| CTC Alternative Strategies, Ltd. |
4 |
| Valley National Advisers Inc |
4 |
| Sonora Investment Management, LLC |
4 |
| LS Investment Advisors, LLC |
4 |
| Truist Financial Corp |
4 |
| Karp Capital Management Corp |
4 |
| Stephens Inc /ar/ |
4 |
| Burney Co/ |
4 |
| Skylands Capital, LLC |
4 |
| Integrated Wealth Management |
4 |
| Xponance, Inc. |
4 |
| Umb Bank N A/mo |
4 |
| Diversified Trust Co |
4 |
| Crestline Management, LP |
4 |
| Capital Advisors, Ltd. LLC |
4 |
| Navellier & Associates Inc |
4 |
| Boothbay Fund Management, Llc |
4 |
| GWM Advisors LLC |
4 |
| Echo Street Capital Management LLC |
4 |
| HAP Trading, LLC |
4 |
| Captrust Financial Advisors |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| Zebra Capital Management LLC |
4 |
| Wbi Investments, Inc. |
4 |
| Mv Capital Management, Inc. |
4 |
| Managed Account Advisors Llc |
4 |
| 1832 Asset Management L.P. |
4 |
| Foresters Investment Management Company, Inc. |
4 |
| Moore Capital Management, Lp |
4 |
| WealthPLAN Partners, LLC |
4 |
| Proficio Capital Partners LLC |
4 |
| Pitcairn Co |
4 |
| Quadrant Capital Group Llc |
4 |
| NumerixS Investment Technologies Inc |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| Penserra Capital Management LLC |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| Archford Capital Strategies, LLC |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| Brevan Howard Capital Management LP |
4 |
| Cetera Investment Advisers |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Rafferty Asset Management, LLC |
4 |
| Trexquant Investment LP |
4 |
| Invictus RG Pte. Ltd. |
4 |
| Bayesian Capital Management, LP |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Absolute Return Capital, LLC |
4 |
| Anchor Bolt Capital, LP |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| Bailard, Inc. |
4 |
| Petrus Trust Company, LTA |
4 |
| Tlp Group Llc |
4 |
| Edgestream Partners, L.P. |
4 |
| Jones Financial Companies Lllp |
4 |
| CSat Investment Advisory, L.P. |
4 |
| Venturi Wealth Management, LLC |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Mml Investors Services, Llc |
4 |
| Associated Banc-corp |
4 |
| New Mexico Educational Retirement Board |
4 |
| Westpac Banking Corp |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Capula Management Ltd |
4 |
| First Personal Financial Services |
4 |
| Deere & Co |
4 |
| Advance Capital I Inc |
4 |
| Olstein Capital Management, L.P. |
4 |
| USA Financial Portformulas Corp |
4 |
| EverPoint Asset Management, LLC |
4 |
| Handelsbanken Fonder AB |
4 |
| Riverhead Capital Management Llc |
4 |
| Cantab Capital Partners LLP |
4 |
| Boston Private Wealth Llc |
4 |
| Quadrature Capital Ltd |
4 |
| VTL Associates, LLC |
4 |
| Catapult Capital Management Llc |
4 |
| SAC Capital Advisors LP |
4 |
| Index Management Solutions, LLC |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Placemark Investments, Inc. |
4 |
| Jane Street Holding, LLC |
4 |
| Sei Trust Co |
4 |
| Man Investments Ltd |
4 |
| Cable Hill Partners, LLC |
4 |
| Societe Generale |
4 |
| Emerald Acquisition Ltd. |
4 |
| Advisor Group, Inc. |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| Harbour Capital Advisors, LLC |
4 |
| Xact Kapitalforvaltning AB |
4 |
| Etf Managers Group, Llc |
4 |
| Russell Investments Group, Ltd. |
4 |
| AGF Investments LLC |
4 |
| Versor Investments LP |
4 |
| Avantax Planning Partners, Inc. |
4 |
| Hartland & Co., LLC |
4 |
| Elkfork Partners LLC |
4 |
| First Capital Advisors Group, LLC. |
4 |
| Teza Capital Management LLC |
4 |
| Symmetry Partners, LLC |
4 |
| Flinton Capital Management LLC |
4 |
| Empowered Funds, LLC |
4 |
| Cerity Partners LLC |
4 |
| SRS Capital Advisors, Inc. |
4 |
| Lee Financial Co |
4 |
| AE Wealth Management LLC |
4 |
| IHT Wealth Management, LLC |
4 |
| Parallel Advisors, LLC |
4 |
| Cigna Investments Inc /new |
4 |
| Assenagon Asset Management S.A. |
4 |
| Sowell Financial Services LLC |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| Resources Investment Advisors, LLC. |
4 |
| Donoghue Forlines LLC |
4 |
| Csenge Advisory Group |
4 |
| Valeo Financial Advisors, LLC |
4 |
| Standard Life Aberdeen plc |
4 |
| Belpointe Asset Management LLC |
4 |
| Steward Partners Investment Advisory, Llc |
4 |
| Cerebellum GP, LLC |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| Voya Natural Resources Equity Income Fund |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
4 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
4 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
4 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| Manning & Napier Group, LLC |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| CenterStar Asset Management, LLC |
4 |
| Centiva Capital, LP |
4 |
| Gryphon Financial Partners LLC |
4 |
| Centaurus Financial, Inc. |
4 |
| Crewe Advisors LLC |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Financial Gravity Companies, Inc. |
4 |
| Delpha Capital Management, Llc |
4 |
| Truewealth Llc |
4 |
| Merit Financial Group, LLC |
4 |
| Holocene Advisors, LP |
4 |
| Berman Capital Advisors, LLC |
4 |
| Sound Income Strategies, LLC |
4 |
| CWM Advisors, LLC |
4 |
| MetLife Investment Management, LLC |
4 |
| Banco de Sabadell, S.A |
4 |
| Summit Trail Advisors, Llc |
4 |
| Avestar Capital, LLC |
4 |
| We Are One Seven, LLC |
4 |
| AdvisorNet Financial, Inc |
4 |
| Versus Capital Real Assets Fund Llc |
4 |
| Private Capital Group, LLC |
4 |
| Creative Financial Designs Inc /adv |
4 |
| Atlas Capital Advisors Llc |
4 |
| Versant Capital Management, Inc |
4 |
| Qube Research & Technologies Ltd |
4 |
| Sofos Investments, Inc. |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| Global Retirement Partners, LLC |
4 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
| Selective Wealth Management, Inc. |
4 |
| PEAK6 Investments LLC |
4 |
| AIA Group Ltd |
4 |
| Impax Asset Management Group plc |
4 |
| Walleye Capital LLC |
4 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
4 |
| Nachman Norwood & Parrott, Inc |
4 |
| Ellevest, Inc. |
4 |
| Quantamental Technologies LLC |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| Lindbrook Capital, Llc |
4 |
| Pearl River Capital, LLC |
4 |
| Alphacrest Capital Management Llc |
4 |
| Blueshift Asset Management, LLC |
4 |
| Duality Advisers, Lp |
4 |
| Apollon Wealth Management, LLC |
4 |
| Ameritas Investment Corp |
4 |
| Avantax Advisory Services, Inc. |
4 |
| Innealta Capital, Llc |
4 |
| Weld Capital Management Llc |
4 |
| Neo Ivy Capital Management |
4 |
| Quantinno Capital Management LP |
4 |
| Cresset Asset Management, LLC |
4 |
| Atom Investors LP |
4 |
| Toroso Investments, LLC |
4 |
| Quest Capital Management Inc /adv |
4 |
| Treasurer of the State of North Carolina |
4 |
| Machina Capital S.a.s. |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Principal Street Partners, LLC |
4 |
| Avion Wealth |
4 |
| Evoke Wealth, Llc |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| Alaska Permanent Fund Corp |
4 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
4 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
4 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
4 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
4 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
4 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
4 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
4 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
4 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
| RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
4 |
| PENN SERIES FUNDS INC - Mid Core Value Fund |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| IGE - iSHARES TRUST - iShares North American Natural Resources ETF |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
4 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
| AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
4 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
4 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
4 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
4 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
4 |
| Profunds - Profund Vp Industrials |
4 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
4 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
4 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
4 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
4 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
4 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
4 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
4 |
| JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
4 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
4 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
4 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
4 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
4 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
4 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
4 |
| Exchange Traded Concepts, Llc |
4 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
4 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
| Tfo-tdc, Llc |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
4 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
4 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
4 |
| Kingsview Wealth Management, LLC |
4 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| Aigen Investment Management, Lp |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| Vestcor Inc |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| Appian Way Asset Management LP |
4 |
| FORA Capital, LLC |
4 |
| Ethic Inc. |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| Arkadios Wealth Advisors |
4 |
| Meridian Wealth Partners, LLC |
4 |
| Twinbeech Capital Lp |
4 |
| Ensign Peak Advisors, Inc |
4 |
| CVA Family Office, LLC |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Northern Trust Co Of Connecticut |
4 |
| JustInvest LLC |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| tru Independence LLC |
4 |
| Disciplined Investments, LLC |
4 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| International Assets Investment Management, Llc |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| First Horizon Corp |
4 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
4 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| Agf Management Ltd |
4 |
| Hexagon Capital Partners LLC |
4 |
| TFC Financial Management |
4 |
| Kestra Advisory Services, LLC |
4 |
| Founders Financial Alliance, LLC |
4 |
| Jump Financial, LLC |
4 |
| Ergoteles LLC |
4 |
| Cordant, Inc. |
4 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| Maryland State Retirement & Pension System |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| Vantage Consulting Group Inc |
4 |
| Bridgefront Capital, LLC |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Optiver Holding B.V. |
4 |
| Continuum Advisory, LLC |
4 |
| Money Concepts Capital Corp |
4 |
| Geneos Wealth Management Inc. |
4 |
| Eagle Bay Advisors LLC |
4 |
| Dark Forest Capital Management Lp |
4 |
| Accurate Wealth Management, LLC |
4 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| Bell Investment Advisors, Inc |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
4 |
| Oak Thistle LLC |
4 |
| Schubert & Co |
4 |
| Yousif Capital Management, Llc |
4 |
| Steward Financial Group LLC |
4 |
| Ameritas Advisory Services, LLC |
4 |
| EverSource Wealth Advisors, LLC |
4 |
| State of Wyoming |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Confluence Wealth Services, Inc. |
4 |
| CoreCap Advisors, LLC |
4 |
| Covestor Ltd |
4 |
| SJS Investment Consulting Inc. |
4 |
| MQS Management LLC |
4 |
| Snowden Capital Advisors LLC |
4 |
| Aquatic Capital Management LLC |
4 |
| Raleigh Capital Management Inc. |
4 |
| Rise Advisors, LLC |
4 |
| Quent Capital, LLC |
4 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
| Amalgamated Financial Corp. |
4 |
| Concentric Capital Strategies, LP |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Intech Investment Management Llc |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
4 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
4 |
| ICA Group Wealth Management, LLC |
4 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
4 |
| Advisor Partners Ii, Llc |
4 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
4 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
4 |
| Qsemble Capital Management, LP |
4 |
| Axq Capital, Lp |
4 |
| Quarry LP |
4 |
| Inceptionr Llc |
4 |
| Cornerstone Planning Group LLC |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Numerai GP LLC |
4 |
| Mill Creek Capital Advisors, LLC |
4 |
| CI Private Wealth, LLC |
4 |
| True Wealth Design, LLC |
4 |
| Point72 Middle East FZE |
4 |
| American Portfolios Advisors |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
4 |
| UniSuper Management Pty Ltd |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
4 |
| Farther Finance Advisors, LLC |
4 |
| Nbc Securities, Inc. |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Vident Advisory, LLC |
4 |
| Pictet Asset Management Holding SA |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| Anchor Investment Management, LLC |
4 |
| Fortitude Family Office, LLC |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| Custom Index Systems, Llc |
4 |
| GAMMA Investing LLC |
4 |
| E. Ohman J:or Asset Management AB |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Principal Securities, Inc. |
4 |
| Private Wealth Management Group, LLC |
4 |
| Quest Partners LLC |
4 |
| Sachetta, LLC |
4 |
| Smartleaf Asset Management LLC |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Pathstone Holdings, LLC |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
| Kapitalo Investimentos Ltda |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| Global Financial Private Client, LLC |
4 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
4 |
| Corebridge Financial, Inc. |
4 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
4 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
4 |
| Rothschild Investment Llc |
4 |
| Td Private Client Wealth Llc |
4 |
| Cromwell Holdings LLC |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| SBI Securities Co., Ltd. |
4 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| Allstate Corp |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
3 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
3 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
3 |
| Mason Street Advisors, Llc |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
3 |
| Dean Investment Associates, Llc |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| Impact Partnership Wealth, LLC |
3 |
| Kestra Investment Management, LLC |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
3 |
| JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
3 |
| Wealthspire Advisors, LLC |
3 |
| Gamco Investors, Inc. Et Al |
3 |
| DC Investments Management, LLC |
3 |
| Caption Management, LLC |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| Front Row Advisors LLC |
3 |
| FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| nVerses Capital, LLC |
3 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| Aristides Capital LLC |
3 |
| Rialto Wealth Management, LLC |
3 |
| Glenview Capital Management, Llc |
3 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| Verity Asset Management, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
3 |
| Key Group Holdings (cayman), Ltd. |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Financial Advocates Investment Management |
3 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| Md Sass Investors Services Inc |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Rakuten Securities, Inc. |
3 |
| Blackrock Resources & Commodities Strategy Trust |
3 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
| Omnia Family Wealth, LLC |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| Ossiam |
3 |
| My Personal CFO, LLC |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Vanguard Index Funds |
3 |
| IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Abich Financial Wealth Management LLC |
3 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| Pfs Investments Inc. |
3 |
| Doyle Wealth Management |
3 |
| GeoWealth Management, LLC |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| Ionic Capital Management LLC |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
| Financial Advisors Network, Inc. |
3 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
3 |
| StoneX Group Inc. |
3 |
| Longfellow Investment Management Co Llc |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| Sanctuary Advisors, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| Ada Investment Management, LP |
3 |
| Hantz Financial Services, Inc. |
3 |
| MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
| Advocate Group Llc |
3 |
| Diametric Capital, LP |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| One Wealth Advisors, LLC |
3 |
| COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Highland Capital Management, Llc |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
| Weiss Asset Management LP |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
3 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
3 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
| Hodges Capital Management Inc. |
3 |
| Ridgewood Investments LLC |
3 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| People's United Financial, Inc. |
3 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
3 |
| Highlander Capital Management, LLC |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class |
3 |
| CNB Bank |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Santa Fe Partners LLC |
3 |
| Hughes Financial Services, LLC |
3 |
| Knight Capital Group, Inc. |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| SpiderRock Advisors, LLC |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| Certified Advisory Corp |
3 |
| New England Securities Corp /MA/ |
3 |
| Fort, L.p. |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| Greenleaf Trust |
3 |
| AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Arlington Trust Co LLC |
3 |
| GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| Bogle Investment Management L P /de/ |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Janney Capital Management LLC |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Symphony Asset Management Llc |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Capital Guardian Trust Co |
3 |
| SummitTX Capital, L.P. |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| TRUE Private Wealth Advisors |
3 |
| FNY Partners Fund LP |
3 |
| Mork Capital Management, LLC |
3 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
3 |
| Axiom Investment Management LLC |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
| Impax Asset Management LTD |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| Nvwm, Llc |
3 |
| McIlrath & Eck, LLC |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Intact Investment Management Inc. |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| Jain Global LLC |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| National Planning Corp |
3 |
| Klp Kapitalforvaltning As |
3 |
| Police & Firemen's Retirement System of New Jersey |
3 |
| WealthTrak Capital Management LLC |
3 |
| Barrett Asset Management, LLC |
3 |
| Columbia Partners L L C Investment Management |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Bluefin Capital Management, Llc |
3 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
3 |
| Reliance Trust Co Of Delaware |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| SECOR Capital Advisors, LP |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| DVY - iSHARES TRUST - iShares Select Dividend ETF |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| EntryPoint Capital, LLC |
3 |
| Highland Capital Management Lp |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
3 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
3 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
3 |
| Tfs Capital Llc |
3 |
| Bocage Capital, LLC |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| Perkins Investment Management, LLC |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Westwood Holdings Group Inc |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| Colonial Trust Advisors |
3 |
| Ropes Wealth Advisors Llc |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| Achmea Investment Management B.V. |
3 |
| Vollero Beach Capital Partners LLC |
3 |
| Clear Investment Research, Llc |
3 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
| Skba Capital Management Llc |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
| Wesbanco Bank Inc |
3 |
| General Motors Investment Management Corp |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Globeflex Capital L P |
3 |
| Capital Analysts, Inc. |
3 |
| Qci Asset Management Inc/ny |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| CR Intrinsic Investors, LLC |
3 |
| Hennessy Advisors Inc |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| Private Ocean, LLC |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
3 |
| BRC Investment Management LLC |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| Parametrica Management Ltd |
3 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
3 |
| Monarch Partners Asset Management LLC |
3 |
| Piershale Financial Group, Inc. |
3 |
| Advisory Research Inc |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| Degroof Petercam Asset Management |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| Comerica Securities,inc. |
3 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
| Centennial Wealth Advisory LLC |
3 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
3 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| Chilton Investment Co Llc |
3 |
| Public Sector Pension Investment Board |
3 |
| Wolff Wiese Magana Llc |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| GoalVest Advisory LLC |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| Central Bank & Trust Co |
3 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| North Star Investment Management Corp. |
3 |
| Baker Ellis Asset Management LLC |
3 |
| Highline Wealth Partners Llc |
3 |
| Northwest Investment Counselors, Llc |
3 |
| Bfsg, Llc |
3 |
| Ieq Capital, Llc |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| Hemington Wealth Management |
3 |
| BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
3 |
| Greenwood Capital Associates Llc |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
3 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
| Wealthcare Capital Management Llc |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
3 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
3 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
3 |
| Meadow Creek Investment Management LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| Tiaa Cref Trust Co Fsb/mo |
3 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| Lord Abbett Credit Opportunities Fund |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
3 |
| Principal Diversified Select Real Asset Fund |
3 |
| Empirical Finance, LLC |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Hl Financial Services Llc |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| Atlantic Trust, LLC |
3 |
| Botty Investors LLC |
3 |
| Change Path, LLC |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
3 |
| TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
3 |
| Tyers Asset Management LLC |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
3 |
| ClariVest Asset Management LLC |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Advisor Partners Llc |
3 |
| NatWest Group plc |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| Perigon Wealth Management, LLC |
3 |
| Cascadia Advisory Services, LLC |
3 |
| Inspire Advisors, LLC |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Element Capital Management Llc |
3 |
| Colonial Trust Co / SC |
3 |
| Boston Trust Walden Corp |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| Maple Securities Usa Inc |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Vontobel Holding Ltd. |
3 |
| Park Avenue Securities Llc |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
3 |
| BlueCrest Capital Management LLP |
3 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
3 |
| Concord Wealth Partners |
3 |
| NorthRock Partners, LLC |
3 |
| Freestone Capital Holdings, LLC |
3 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
| Weiss Strategic Interval Fund |
3 |
| Chapter IV Investors, LLC |
3 |
| Keebeck Alpha, LP |
3 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
3 |
| Tfs Capital Investment Trust |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Boston Advisors Llc |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Gateway Investment Advisers Llc |
3 |
| Mosaic Family Wealth, LLC |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| Tsfg, Llc |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Wealthfront Advisers Llc |
3 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
3 |
| CX Institutional |
3 |
| Westchester Capital Management, LLC |
3 |
| Sheets Smith Wealth Management |
3 |
| FNY Investment Advisers, LLC |
3 |
| Keeley Asset Management Corp |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Pendal Group Ltd |
3 |
| Advisors Preferred, LLC |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
3 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
3 |
| Meritage Portfolio Management |
3 |
| AlphaStar Capital Management, LLC |
3 |
| Lion Street Advisors, LLC |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| Gw Henssler & Associates Ltd |
3 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
3 |
| Delta Lloyd Nv |
3 |
| Shepherd Kaplan Krochuk, Llc |
3 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| Neuburgh Advisers LLC |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| Jade Capital Advisors, LLC |
3 |
| Rothschild Asset Management Inc |
3 |
| Erste Asset Management GmbH |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
3 |
| HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
3 |
| Hawkeye Capital Management, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Column Capital Advisors, LLC |
3 |
| WealthTrust-Arizona, LLC |
3 |
| Schonfeld Group Holdings LLC |
3 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
3 |
| Coppell Advisory Solutions LLC |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
3 |
| Woodline Partners LP |
3 |
| Amica Mutual Insurance Co |
3 |
| Locust Wood Capital Advisers, Llc |
3 |
| Css Llc/il |
3 |
| Concourse Capital Management, LLC |
3 |
| Gmt Capital Corp |
3 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
| Andalusian Capital Partners, Lp |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
| Claro Advisors LLC |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| Natixis Investment Managers International |
3 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| Center for Financial Planning, Inc. |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| U S Global Investors Inc |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| Payden & Rygel |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| Brandywine Oak Private Wealth Llc |
3 |
| Lmcg Investments, Llc |
3 |
| Cinctive Capital Management LP |
3 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
3 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
3 |
| TradeLink Global Equity LLC |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| Raymond James Trust N.a. |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Mirabella Financial Services Llp |
3 |
| Sandy Spring Bank |
3 |
| Nuveen, LLC |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| Capital Bank & Trust Co |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| Westend Capital Management LLC |
3 |
| HighVista Strategies LLC |
3 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
3 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
3 |
| Glg Llc |
3 |
| Regents Gate Capital LLP |
3 |
| Cozad Asset Management Inc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio |
3 |
| Nfj Investment Group, Llc |
3 |
| DRW Securities, LLC |
3 |
| La Banque Postale Asset Management SA |
3 |
| ProVise Management Group, LLC |
3 |
| Calamos Advisors LLC |
3 |
| Archer Investment Corp |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Turner Investments, L.p. |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Richard Bernstein Advisors LLC |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| Calton & Associates, Inc. |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
3 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
| Beverly Hills Private Wealth, LLC |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
3 |
| Bank Of Hawaii |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| HSBC FUNDS - HSBC Strategic Income Fund Class A |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| Dreman Value Management, L L C |
3 |
| BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| Rockefeller Financial Services Inc |
3 |
| Denver Investment Advisors Llc |
3 |
| M&g Investment Management Ltd |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| Smith Asset Management Group Lp |
3 |
| Jana Partners Llc |
3 |
| Dunhill Financial, LLC |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| Mather Group, Llc. |
3 |
| Affinity Investment Advisors, Llc |
3 |
| MUFG Securities EMEA plc |
3 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| Heritage Wealth Management, Llc |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| Golden State Wealth Management, LLC |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| Kavar Capital Partners, LLC |
3 |
| AlphaMark Advisors, LLC |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| Korea Investment CORP |
3 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
3 |
| 361 Capital Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
3 |
| Munder Capital Management |
3 |
| Harvest Management Llc |
3 |
| Covington Capital Management |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| First Midwest Bank Trust Division |
3 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
| Hanseatic Management Services Inc |
3 |
| Gallacher Capital Management LLC |
3 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
| HFM Investment Advisors, LLC |
3 |
| WealthTrust Fairport, LLC |
3 |
| Ruggie Capital Group |
3 |
| Oakworth Capital, Inc. |
3 |
| Bbva Usa |
3 |
| DT Investment Partners, LLC |
3 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| Tarbox Family Office, Inc. |
3 |
| Salomon & Ludwin, LLC |
3 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
3 |
| London Co Of Virginia |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Delos Wealth Advisors, LLC |
3 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
3 |
| Advisor Resource Council |
3 |
| Asset Dedication, LLC |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| Buckhead Capital Management Llc |
3 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Fiduciary Alliance LLC |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| Winton Capital Management Ltd |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| Hamlin Capital Management, LLC |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| Integral Derivatives, LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| American Research & Management Co. |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Winch Advisory Services, LLC |
3 |
| Seizert Capital Partners, Llc |
3 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| Fidelis Capital Partners, LLC |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Signition Lp |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| V-Square Quantitative Management LLC |
3 |
| Edge Advisors, Llc |
3 |
| Whitebox Advisors Llc |
3 |
| Foundry Partners, LLC |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Fieldview Capital Management, LLC |
3 |
| VBCVX - VALIC Co I - Systematic Value Fund |
3 |
| Delta Asset Management Llc/tn |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| Tibra Equities Europe Ltd |
3 |
| WESPAC Advisors, LLC |
3 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Sageworth Trust Co |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| WR Wealth Planners, LLC |
3 |
| Valued Wealth Advisors LLC |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Eudaimonia Partners, LLC |
3 |
| Optimal Asset Management, Inc. |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| Mirova |
3 |
| Brookstone Capital Management |
3 |
| St. Johns Investment Management Company, LLC |
3 |
| R&F Capital Advisors LP |
3 |
| Invictus RG |
3 |
| United Capital Financial Advisers, Llc |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
3 |
| HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
3 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
| Telemus Capital, Llc |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
3 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Polianta Ltd |
3 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
| Ardsley Advisory Partners Lp |
3 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| Tdam Usa Inc. |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| Corsair Capital Management, L.p. |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| New England Research & Management, Inc. |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| West Tower Group, LLC |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| Deprince Race & Zollo Inc |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| Hollencrest Capital Management |
3 |
| Essex Savings Bank |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| Fulton Bank, N.a. |
3 |
| Kempner Capital Management Inc. |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
3 |
| Stoneridge Investment Partners Llc |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| Delphi Private Advisors LLC |
3 |
| GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF |
3 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| USVT - Ultimus Managers Trust - US VALUE ETF |
3 |
| Glenmede Investment Management, LP |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| Cibc World Markets Corp |
3 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
3 |
| Redwood Investment Management, Llc |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| Hoxton Financial, Inc. |
3 |
| Balentine LLC |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| Skopos Labs, Inc. |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
3 |
| Capital Performance Advisors Llp |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| Maverick Capital Ltd |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| Icc Capital Management Inc/ |
3 |
| Cobalt Capital Management, Inc. |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Personal Wealth Partners |
3 |
| CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| Cowen Group, Inc. |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Mid Atlantic Financial Management Inc/adv |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| Advantage Investment Management, Llc |
3 |
| FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
3 |
| CAPROCK Group, Inc. |
3 |
| Tradeworx Inc. |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class |
3 |
| RFG Advisory, LLC |
3 |
| CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
3 |
| Tredje AP-fonden |
3 |
| Foster & Motley Inc |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Norinchukin Bank, The |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
| Usca Ria Llc |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| Alexandria Capital, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Riverview Trust Co |
3 |
| Clarfeld Financial Advisors, Llc |
3 |
| Zions Bancorporation |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Artemis Investment Management LLP |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Winfield Associates, Inc. |
3 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
3 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
3 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| Argent Trust Co |
3 |
| Williams Jones & Associates LLC |
3 |
| Arrow Financial Corp |
3 |
| SOUTH STATE Corp |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| Montag A & Associates Inc |
3 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| Alera Investment Advisors, LLC |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| Metis Global Partners, LLC |
3 |
| Aptus Capital Advisors, LLC |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
3 |
| Entropy Technologies, LP |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Fred Alger Management, Llc |
3 |
| NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
| Investors Research Corp |
3 |
| PACIFIC SELECT FUND - Comstock Portfolio Class I |
3 |
| Bellwether Investment Group, LLC |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Trustmark National Bank Trust Department |
3 |
| Andra AP-fonden |
3 |
| Fifth Lane Capital, Lp |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
3 |
| Lowe Brockenbrough & Co Inc |
3 |
| Independent Advisor Alliance |
3 |
| Rs Investment Management Co Llc |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| Swedbank AB |
3 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
3 |
| Corton Capital Inc. |
3 |
| HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
3 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
| Chicago Partners Investment Group LLC |
3 |
| PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
3 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
3 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
3 |
| Zions Bancorporation, N.A. |
3 |
| Kore Private Wealth LLC |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N |
3 |
| LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
| Sandbar Asset Management LLP |
3 |
| Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
3 |
| Headlands Technologies LLC |
3 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
| Larson Financial Group LLC |
3 |
| Amica Retiree Medical Trust |
3 |
| Centenus Global Management, Lp |
3 |
| Capital One, National Association |
3 |
| LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
| Amica Pension Fund Board Of Trustees |
3 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| HB Wealth Management, LLC |
3 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
3 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| HHM Wealth Advisors, LLC |
3 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
3 |
| Richwood Investment Advisors, LLC |
3 |
| Ledyard National Bank |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
3 |
| TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
3 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
3 |
| Forum Financial Management, LP |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| Soros Fund Management Llc |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
| JJJ Advisors Inc. |
3 |
| Arlington Partners LLC |
3 |
| Portolan Capital Management, LLC |
3 |
