| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
45 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
44 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
44 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
43 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
42 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
42 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
37 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
36 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
35 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
35 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
34 |
| Proequities, Inc. |
32 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
31 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
31 |
| Morgan Stanley |
30 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
30 |
| UBS Group AG |
29 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
29 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
29 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
28 |
| Jpmorgan Chase & Co |
28 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
28 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
26 |
| Susquehanna International Group, Llp |
26 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
26 |
| Citigroup Inc |
26 |
| Royal Bank Of Canada |
25 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
25 |
| Bank Of America Corp /de/ |
25 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
25 |
| Advisor Group Holdings, Inc. |
25 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
25 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
25 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
25 |
| Tower Research Capital LLC (TRC) |
24 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
24 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
24 |
| Barclays Plc |
24 |
| Citadel Advisors Llc |
23 |
| Millennium Management Llc |
23 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
23 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
23 |
| Deutsche Bank Ag\ |
23 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
23 |
| BlackRock, Inc. |
23 |
| Jane Street Group, Llc |
23 |
| Pnc Financial Services Group, Inc. |
23 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
23 |
| Fmr Llc |
22 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
22 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
22 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
22 |
| Wells Fargo & Company/mn |
22 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
21 |
| Rhumbline Advisers |
21 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
21 |
| State Street Corp |
21 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
21 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
21 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
21 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
21 |
| Goldman Sachs Group Inc |
21 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
20 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
20 |
| IFP Advisors, Inc |
20 |
| Credit Suisse Ag/ |
20 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
20 |
| Renaissance Technologies Llc |
20 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
20 |
| Northern Trust Corp |
20 |
| Pacer Advisors, Inc. |
20 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
20 |
| Ameriprise Financial Inc |
20 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
20 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
20 |
| Creative Planning |
20 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
20 |
| Vanguard Group Inc |
20 |
| Simplex Trading, Llc |
20 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
19 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
19 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
19 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
19 |
| Geode Capital Management, Llc |
19 |
| Russell Investments Group, Ltd. |
19 |
| Bnp Paribas Arbitrage, Sa |
19 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
19 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
19 |
| Group One Trading, L.p. |
19 |
| Bank of New York Mellon Corp |
19 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
19 |
| Virtu Financial LLC |
18 |
| Steward Partners Investment Advisory, Llc |
18 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
18 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
18 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
18 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
18 |
| Marshall Wace, Llp |
18 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
18 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
18 |
| Hrt Financial Lp |
18 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
18 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
18 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
17 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
17 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
17 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
17 |
| Charles Schwab Investment Management Inc |
17 |
| Walleye Trading LLC |
17 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
17 |
| Glenmede Trust Co Na |
17 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
17 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
17 |
| Wolverine Trading, Llc |
17 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
17 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
17 |
| Bank Of Montreal /can/ |
17 |
| Captrust Financial Advisors |
17 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
17 |
| D. E. Shaw & Co., Inc. |
17 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
17 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
17 |
| Dimensional Fund Advisors Lp |
17 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
16 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
16 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
16 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
16 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
16 |
| Schonfeld Strategic Advisors LLC |
16 |
| Invesco Ltd. |
16 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
16 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
16 |
| Parametric Portfolio Associates Llc |
16 |
| Qube Research & Technologies Ltd |
16 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
16 |
| New York State Common Retirement Fund |
16 |
| Parallax Volatility Advisers, L.P. |
16 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
16 |
| Cubist Systematic Strategies, LLC |
16 |
| Cutler Group LP |
16 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
16 |
| Allworth Financial LP |
16 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
16 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
16 |
| Manufacturers Life Insurance Company, The |
16 |
| Us Bancorp \de\ |
16 |
| Two Sigma Investments, Lp |
16 |
| SG Americas Securities, LLC |
16 |
| Cwm, Llc |
16 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
16 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
16 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
16 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
15 |
| Two Sigma Advisers, Lp |
15 |
| First Horizon Advisors, Inc. |
15 |
| Fifth Third Bancorp |
15 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
15 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
15 |
| Price T Rowe Associates Inc /md/ |
15 |
| Squarepoint Ops LLC |
15 |
| Northwestern Mutual Wealth Management Co |
15 |
| Neuberger Berman Group LLC |
15 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
15 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
15 |
| Legal & General Group Plc |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
15 |
| Sterling Capital Management LLC |
15 |
| Raymond James Financial Services Advisors, Inc. |
15 |
| Mirae Asset Global Investments Co., Ltd. |
15 |
| Envestnet Asset Management Inc |
15 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
15 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
15 |
| Blair William & Co/il |
15 |
| XTX Topco Ltd |
15 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
15 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
15 |
| American International Group, Inc. |
15 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
15 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
15 |
| ExodusPoint Capital Management, LP |
15 |
| Victory Capital Management Inc |
14 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
14 |
| SBI Securities Co., Ltd. |
14 |
| Two Sigma Securities, Llc |
14 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
14 |
| Ladenburg Thalmann Financial Services Inc |
14 |
| Paloma Partners Management Co |
14 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
14 |
| LPL Financial LLC |
14 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
14 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
14 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
14 |
| Ubs Asset Management Americas Inc |
14 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
14 |
| Prelude Capital Management, Llc |
14 |
| Raymond James & Associates |
14 |
| Mariner, LLC |
14 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
14 |
| Point72 Asset Management, L.P. |
14 |
| Nuveen Asset Management, LLC |
14 |
| Meeder Asset Management Inc |
14 |
| Hsbc Holdings Plc |
14 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
14 |
| Quantbot Technologies LP |
14 |
| Boothbay Fund Management, Llc |
14 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
14 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
14 |
| Engineers Gate Manager LP |
14 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
14 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
14 |
| Private Advisor Group, LLC |
14 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
14 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
14 |
| Invesco Bond Fund |
14 |
| Centiva Capital, LP |
14 |
| Public Employees Retirement Association Of Colorado |
14 |
| Alliancebernstein L.p. |
14 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
14 |
| California State Teachers Retirement System |
14 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
14 |
| Toronto Dominion Bank |
14 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
14 |
| Bessemer Group Inc |
14 |
| FNY Investment Advisers, LLC |
14 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
14 |
| Quadrant Capital Group Llc |
14 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
14 |
| Signaturefd, Llc |
14 |
| Sowell Financial Services LLC |
14 |
| MAI Capital Management |
14 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
14 |
| GAMMA Investing LLC |
14 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
14 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
14 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
14 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
14 |
| Commonwealth Equity Services, Llc |
14 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
14 |
| Huntington National Bank |
14 |
| Amalgamated Bank |
13 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
13 |
| Federation des caisses Desjardins du Quebec |
13 |
| Acadian Asset Management Llc |
13 |
| Dupont Capital Management Corp |
13 |
| Wellington Management Group Llp |
13 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
13 |
| Balyasny Asset Management Llc |
13 |
| Jones Financial Companies Lllp |
13 |
| NEXT Financial Group, Inc |
13 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
13 |
| BlackRock Institutional Trust Company, N.A. |
13 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
13 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
13 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
13 |
| Nisa Investment Advisors, Llc |
13 |
| Federated Hermes, Inc. |
13 |
| Macquarie Group Ltd |
13 |
| National Bank Of Canada /fi/ |
13 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
13 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
13 |
| Sei Investments Co |
13 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
13 |
| Trexquant Investment LP |
13 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
13 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
13 |
| Dynamic Technology Lab Private Ltd |
13 |
| Magnetar Financial LLC |
13 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
13 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
13 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
13 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
13 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
13 |
| Ameritas Investment Partners, Inc. |
13 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
13 |
| EverSource Wealth Advisors, LLC |
13 |
| Rockefeller Capital Management L.P. |
13 |
| California Public Employees Retirement System |
13 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
13 |
| Gsa Capital Partners Llp |
13 |
| Nomura Holdings Inc |
13 |
| Franklin Resources Inc |
13 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
13 |
| Verition Fund Management LLC |
13 |
| Parallel Advisors, LLC |
13 |
| Glassman Wealth Services |
13 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
13 |
| Arrowstreet Capital, Limited Partnership |
13 |
| O'shaughnessy Asset Management, Llc |
12 |
| PEAK6 Investments LLC |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
12 |
| Public Employees Retirement System Of Ohio |
12 |
| Global Retirement Partners, LLC |
12 |
| Whittier Trust Co |
12 |
| Ubs Oconnor Llc |
12 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
12 |
| Sofos Investments, Inc. |
12 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
12 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
12 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
12 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
12 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
12 |
| Advisory Services Network, LLC |
12 |
| GWM Advisors LLC |
12 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
12 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
12 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
12 |
| ProShare Advisors LLC |
12 |
| HAP Trading, LLC |
12 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
12 |
| Aqr Capital Management Llc |
12 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
12 |
| Eaton Vance Management |
12 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
12 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
12 |
| State Board Of Administration Of Florida Retirement System |
12 |
| Wolverine Asset Management Llc |
12 |
| Prudential Financial Inc |
12 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
12 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
12 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
12 |
| Jump Financial, LLC |
12 |
| CENTRAL TRUST Co |
12 |
| FDx Advisors, Inc. |
12 |
| Comerica Bank |
12 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
12 |
| Y-Intercept (Hong Kong) Ltd |
12 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
12 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
12 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
12 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
12 |
| Metropolitan Life Insurance Co/ny |
12 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
12 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
| American Portfolios Advisors |
12 |
| Spire Wealth Management |
12 |
| Harbour Investments, Inc. |
12 |
| Great West Life Assurance Co /can/ |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
12 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
12 |
| Walleye Capital LLC |
12 |
| Capstone Investment Advisors, Llc |
12 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
12 |
| Weiss Multi-Strategy Advisers LLC |
12 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
12 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
12 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
12 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
12 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
12 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
12 |
| Panagora Asset Management Inc |
12 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
12 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
12 |
| Tudor Investment Corp Et Al |
12 |
| Old Mission Capital Llc |
12 |
| LMR Partners LLP |
12 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
12 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
12 |
| Oxford Asset Management Llp |
12 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
12 |
| First Trust Advisors Lp |
12 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
12 |
| Allianz Asset Management GmbH |
12 |
| Ancora Advisors, LLC |
12 |
| Norges Bank |
12 |
| BlackRock Fund Advisors |
12 |
| Advisor Group, Inc. |
12 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
12 |
| Ellevest, Inc. |
12 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| Laurion Capital Management LP |
11 |
| Bayesian Capital Management, LP |
11 |
| Geneos Wealth Management Inc. |
11 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
11 |
| First Republic Investment Management, Inc. |
11 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
11 |
| Los Angeles Capital Management Llc |
11 |
| Vestcor Inc |
11 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
11 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
11 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
11 |
| KBC Group NV |
11 |
| Gotham Asset Management, LLC |
11 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
11 |
| Hancock Whitney Corp |
11 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
11 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
11 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
11 |
| Brown Brothers Harriman & Co |
11 |
| Yousif Capital Management, Llc |
11 |
| Thrivent Financial For Lutherans |
11 |
| Swiss National Bank |
11 |
| Hantz Financial Services, Inc. |
11 |
| Advisors Asset Management, Inc. |
11 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
11 |
| Sculptor Capital LP |
11 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
11 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
11 |
| Mml Investors Services, Llc |
11 |
| Ubs Ag |
11 |
| Wipfli Financial Advisors Llc, |
11 |
| Hudson Bay Capital Management LP |
11 |
| Private Capital Group, LLC |
11 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
11 |
| Toroso Investments, LLC |
11 |
| Nuveen, LLC |
11 |
| Clear Street Markets Llc |
11 |
| Alpine Global Management, LLC |
11 |
| Independent Advisor Alliance |
11 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
11 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
11 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
11 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
11 |
| M&t Bank Corp |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
| Cetera Advisor Networks LLC |
11 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
11 |
| Strs Ohio |
11 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
11 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
| Teacher Retirement System Of Texas |
11 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
11 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
11 |
| Principal Financial Group Inc |
11 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
11 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
11 |
| Highbridge Capital Management Llc |
11 |
| Healthcare Of Ontario Pension Plan Trust Fund |
11 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
11 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
11 |
| RBB FUND, INC. - Aquarius International Fund |
11 |
| Benjamin F. Edwards & Company, Inc. |
11 |
| Clearbridge Investments, LLC |
11 |
| Ci Investments Inc. |
11 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
11 |
| SRS Capital Advisors, Inc. |
11 |
| Connor, Clark & Lunn Investment Management Ltd. |
11 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
11 |
| Aigen Investment Management, Lp |
11 |
| PineBridge Investments, L.P. |
11 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
11 |
| JustInvest LLC |
11 |
| BlackRock Investment Management, LLC |
11 |
| Voya Investment Management Llc |
11 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
11 |
| Credit Agricole S A |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
11 |
| Gabelli Funds Llc |
11 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
11 |
| Natixis |
11 |
| MetLife Investment Management, LLC |
11 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
11 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
11 |
| Lindbrook Capital, Llc |
11 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
11 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
11 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
11 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
11 |
| Guggenheim Capital Llc |
11 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
11 |
| HighTower Advisors, LLC |
11 |
| Lazard Asset Management Llc |
11 |
| Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
11 |
| Farther Finance Advisors, LLC |
11 |
| Vident Investment Advisory, LLC |
11 |
| D.a. Davidson & Co. |
11 |
| True Wealth Design, LLC |
11 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
11 |
| Blackrock Corporate High Yield Fund, Inc. |
11 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
11 |
| Landscape Capital Management, L.l.c. |
11 |
| Orion Portfolio Solutions, LLC |
11 |
| Raymond James Financial Inc |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
11 |
| FIL Ltd |
11 |
| Natixis Advisors, L.p. |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
10 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
10 |
| Css Llc/il |
10 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
10 |
| A.R.T. Advisors, LLC |
10 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
10 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
10 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
10 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
10 |
| Alberta Investment Management Corp |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
10 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
10 |
| Parkside Financial Bank & Trust |
10 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
10 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
10 |
| Rothschild Investment Llc |
10 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
10 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
10 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
10 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
10 |
| Atria Investments Llc |
10 |
| Polar Asset Management Partners Inc. |
10 |
| American Century Companies Inc |
10 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
10 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
10 |
| Aviva Plc |
10 |
| Canada Pension Plan Investment Board |
10 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
10 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
10 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
10 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
10 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
10 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| CI Private Wealth, LLC |
10 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
10 |
| OMERS ADMINISTRATION Corp |
10 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
10 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
10 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
10 |
| Mercer Global Advisors Inc /adv |
10 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
10 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
10 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
10 |
| Cresset Asset Management, LLC |
10 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
10 |
| Cornerstone Planning Group LLC |
10 |
| Blueshift Asset Management, LLC |
10 |
| MUFG Americas Holdings Corp |
10 |
| Investors Research Corp |
10 |
| Crossmark Global Holdings, Inc. |
10 |
| TD Waterhouse Canada Inc. |
10 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
10 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
10 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
10 |
| Caption Management, LLC |
10 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
10 |
| Flagship Harbor Advisors, Llc |
10 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
10 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
10 |
| AdvisorNet Financial, Inc |
10 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
10 |
| Cerity Partners LLC |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
10 |
| Stifel Financial Corp |
10 |
| Fortitude Family Office, LLC |
10 |
| Compagnie Lombard Odier SCmA |
10 |
| Ronald Blue Trust, Inc. |
10 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
10 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
10 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
10 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
10 |
| Armistice Capital, Llc |
10 |
| Smithfield Trust Co |
10 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
10 |
| Coldstream Capital Management Inc |
10 |
| Quadrature Capital Ltd |
10 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
10 |
| Boston Private Wealth Llc |
10 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
10 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
10 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
10 |
| Gamco Investors, Inc. Et Al |
10 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
10 |
| Police & Firemen's Retirement System of New Jersey |
10 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
10 |
| Jfs Wealth Advisors, Llc |
10 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
| Point72 Asia (Singapore) Pte. Ltd. |
10 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
10 |
| Jefferies Group LLC |
10 |
| Bell Investment Advisors, Inc |
10 |
| National Asset Management, Inc. |
10 |
| Jacobs Levy Equity Management, Inc |
10 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
10 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
| Principal Securities, Inc. |
10 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
10 |
| Assetmark, Inc |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
10 |
| Oppenheimer Asset Management Inc. |
10 |
| Bridgewater Associates, LP |
10 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
10 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
10 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
10 |
| Bokf, Na |
10 |
| Cetera Investment Advisers |
10 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
10 |
| Farmers & Merchants Investments Inc |
10 |
| Skopos Labs, Inc. |
10 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
10 |
| Regions Financial Corp |
10 |
| BlueCrest Capital Management Ltd |
10 |
| Pitcairn Co |
10 |
| Brinker Capital Investments, LLC |
10 |
| Manchester Capital Management LLC |
10 |
| Pathstone Holdings, LLC |
10 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
10 |
| TCI Wealth Advisors, Inc. |
10 |
| North Star Investment Management Corp. |
10 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
10 |
| Seven Eight Capital, Lp |
10 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
10 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
10 |
| Nationwide Fund Advisors |
10 |
| Massmutual Trust Co Fsb/adv |
10 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
| Aperio Group, LLC |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
10 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
| First Manhattan Co |
10 |
| Capital Fund Management S.a. |
10 |
| Sunbelt Securities, Inc. |
10 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
10 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
10 |
| PDT Partners, LLC |
10 |
| Putnam Investments Llc |
10 |
| Umb Bank N A/mo |
10 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
10 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
10 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
10 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
10 |
| Picton Mahoney Asset Management |
10 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| Truist Financial Corp |
10 |
| Ethic Inc. |
10 |
| Woodline Partners LP |
10 |
| State Of Wisconsin Investment Board |
10 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
9 |
| College Retirement Equities Fund |
9 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
9 |
| Neuberger Berman High Yield Strategies Fund Inc. |
9 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
9 |
| VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
9 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
9 |
| BlackRock Group LTD |
9 |
| RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
9 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
9 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
9 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
9 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
9 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
9 |
| Winton Capital Group Ltd |
9 |
| William Blair Investment Management, Llc |
9 |
| Principal Funds Inc |
9 |
| Truvestments Capital Llc |
9 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
9 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
9 |
| Fisher Asset Management, LLC |
9 |
| Oppenheimer & Co Inc |
9 |
| Diversified Trust Co |
9 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
| Pinnacle Associates Ltd |
9 |
| Allspring Global Investments Holdings, LLC |
9 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
9 |
| CIBC World Markets Inc. |
9 |
| Fred Alger Management, Llc |
9 |
| FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
9 |
| Td Private Client Wealth Llc |
9 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
9 |
| Arizona State Retirement System |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| Centaurus Financial, Inc. |
9 |
| Nomura Asset Management Co Ltd |
9 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
9 |
| Gradient Investments LLC |
9 |
| Bridgeway Capital Management Inc |
9 |
| Graham Capital Management, L.P. |
9 |
| Hartland & Co., LLC |
9 |
| Pathstone Family Office, Llc |
9 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
| Versor Investments LP |
9 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
9 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
9 |
| Private Trust Co Na |
9 |
| Mirabella Financial Services Llp |
9 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
9 |
| Optiver Holding B.V. |
9 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
9 |
| Massachusetts Financial Services Co /ma/ |
9 |
| Bartlett & Co. LLC |
9 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
9 |
| State of Alaska, Department of Revenue |
9 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
9 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
9 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
9 |
| Guardian Wealth Advisors, LLC |
9 |
| Profund Advisors Llc |
9 |
| Axa S.a. |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
9 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
9 |
| Caas Capital Management Lp |
9 |
| United Capital Financial Advisers, Llc |
9 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
9 |
| Point72 (DIFC) Ltd |
9 |
| Golden State Wealth Management, LLC |
9 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
9 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
9 |
| FORA Capital, LLC |
9 |
| Campbell & CO Investment Adviser LLC |
9 |
| Public Sector Pension Investment Board |
9 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
9 |
| Alyeska Investment Group, L.P. |
9 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
9 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
9 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
9 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
9 |
| Fox Run Management, L.l.c. |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| Man Group plc |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
9 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
9 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
9 |
| Twinbeech Capital Lp |
9 |
| FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
9 |
| Mutual Of America Capital Management Llc |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
9 |
| Johnson Financial Group, Inc. |
9 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
9 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
9 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
9 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
9 |
| Oppenheimer Funds Inc |
9 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
9 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
9 |
| Intech Investment Management Llc |
9 |
| Point72 Hong Kong Ltd |
9 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
9 |
| Sherbrooke Park Advisers Llc |
9 |
| Kcg Holdings, Inc. |
9 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
9 |
| Headlands Technologies LLC |
9 |
| Marshall Wace North America L.P. |
9 |
| Wealthspire Advisors, L.P. |
9 |
| Paradigm Asset Management Co Llc |
9 |
| Davidson Kempner Capital Management Lp |
9 |
| Calamos Advisors LLC |
9 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
9 |
| Weiss Asset Management LP |
9 |
| Sumitomo Mitsui Trust Holdings, Inc. |
9 |
| United Services Automobile Association |
9 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
9 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
9 |
| Janus Henderson Group Plc |
9 |
| Holocene Advisors, LP |
9 |
| Versant Capital Management, Inc |
9 |
| Schroder Investment Management Group |
9 |
| Focused Wealth Management, Inc |
9 |
| Vanguard Index Funds |
9 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
9 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
9 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
9 |
| Corebridge Financial, Inc. |
9 |
| BNP Paribas Asset Management Holding S.A. |
9 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
9 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
9 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
9 |
| QS Investors, LLC |
9 |
| Covestor Ltd |
9 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
9 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
9 |
| Planning Capital Management Corp |
9 |
| 1832 Asset Management L.P. |
9 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
9 |
| CoreCap Advisors, LLC |
9 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
9 |
| Exchange Traded Concepts, Llc |
9 |
| Handelsbanken Fonder AB |
9 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
9 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
9 |
| State of Wyoming |
9 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
9 |
| State Farm Mutual Fund Trust |
9 |
| BlackRock Advisors LLC |
9 |
| Acrospire Investment Management LLC |
9 |
| MetLife Securities, Inc |
9 |
| Sandy Spring Bank |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
9 |
| Penserra Capital Management LLC |
9 |
| New York State Teachers Retirement System |
9 |
| Gemmer Asset Management LLC |
9 |
| Mather Group, Llc. |
9 |
| Td Asset Management Inc |
9 |
| FinTrust Capital Advisors, LLC |
9 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
9 |
| Commerce Bank |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
9 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
9 |
| Pimco Corporate & Income Opportunity Fund |
9 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
9 |
| Mackenzie Financial Corp |
9 |
| Jefferies Financial Group Inc. |
9 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
9 |
| KXI - iSHARES TRUST - iShares Global Consumer Staples ETF |
9 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
9 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
9 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
9 |
| Tortoise Investment Management, LLC |
9 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
9 |
| RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
9 |
| Savant Capital, LLC |
9 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
9 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
9 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
9 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
9 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
9 |
| Itau Unibanco Holding S.A. |
9 |
| Tiaa Cref Investment Management Llc |
9 |
| Teachers Advisors, Llc |
9 |
| Smartleaf Asset Management LLC |
9 |
| Daiwa Securities Group Inc. |
9 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
9 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| State Farm Variable Product Trust |
9 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
9 |
| Employees Retirement System of Texas |
9 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
8 |
| ICA Group Wealth Management, LLC |
8 |
| Tcw Group Inc |
8 |
| Susquehanna Fundamental Investments, Llc |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
8 |
| Belpointe Asset Management LLC |
8 |
| Stevens Capital Management Lp |
8 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
8 |
| Calamos Global Dynamic Income Fund |
8 |
| Texas Permanent School Fund |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| StoneX Group Inc. |
8 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
8 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
8 |
| Operose Advisors LLC |
8 |
| Sutton Wealth Advisors Inc. |
8 |
| LS Investment Advisors, LLC |
8 |
| Assured Investment Management LLC |
8 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
8 |
| Spark Investment Management LLC |
8 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
8 |
| Quantinno Capital Management LP |
8 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
8 |
| Marathon Trading Investment Management LLC |
8 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
8 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
8 |
| Alps Advisors Inc |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
8 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
8 |
| JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
8 |
| Valley National Advisers Inc |
8 |
| Ellington Management Group Llc |
8 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
8 |
| Wedbush Securities Inc |
8 |
| Occudo Quantitative Strategies Lp |
8 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
8 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
8 |
| CIBC Asset Management Inc |
8 |
| B. Metzler seel. Sohn & Co. AG |
8 |
| SOUTH STATE Corp |
8 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
8 |
| Utah Retirement Systems |
8 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
8 |
| SJS Investment Consulting Inc. |
8 |
| Klp Kapitalforvaltning As |
8 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
8 |
| Ground Swell Capital, LLC |
8 |
| WASHINGTON TRUST Co |
8 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
8 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
8 |
| South Dakota Investment Council |
8 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
8 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
| WPG Advisers, LLC |
8 |
| Brevan Howard Capital Management LP |
8 |
| Voloridge Investment Management, Llc |
8 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| Everence Capital Management Inc |
8 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
8 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
8 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
8 |
| Ameritas Advisory Services, LLC |
8 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
8 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
8 |
| Candlestick Capital Management LP |
8 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
8 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
8 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
8 |
| Keybank National Association/oh |
8 |
| NumerixS Investment Technologies Inc |
8 |
| Great Lakes Advisors, Llc |
8 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
| Airain ltd |
8 |
| Eqis Capital Management, Inc. |
8 |
| Wealth Enhancement Advisory Services, Llc |
8 |
| Howe & Rusling Inc |
8 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
8 |
| Baird Financial Group, Inc. |
8 |
| GW&K Investment Management, LLC |
8 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
8 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
8 |
| Bartlett & Co. Wealth Management Llc |
8 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
8 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
| Pinz Capital Management, LP |
8 |
| Capital Performance Advisors Llp |
8 |
| Private Ocean, LLC |
8 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
8 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
8 |
| Schubert & Co |
8 |
| APG Asset Management N.V. |
8 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
8 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
8 |
| PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
8 |
| Proficio Capital Partners LLC |
8 |
| Trust Co Of Vermont |
8 |
| Oregon Public Employees Retirement Fund |
8 |
| Ergoteles LLC |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
8 |
| Comerica Securities,inc. |
8 |
| Hexagon Capital Partners LLC |
8 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
8 |
| Clear Street Llc |
8 |
| Riggs Asset Managment Co. Inc. |
8 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
8 |
| EntryPoint Capital, LLC |
8 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
8 |
| DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
8 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
8 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
| Managed Account Advisors Llc |
8 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
8 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
8 |
| BRYN MAWR TRUST Co |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
8 |
| Hbk Investments L P |
8 |
| Algert Global Llc |
8 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
8 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
8 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
8 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
8 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
8 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
8 |
| Motco |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
8 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
8 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
8 |
| C M Bidwell & Associates Ltd |
8 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
8 |
| First Hawaiian Bank |
8 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
8 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
8 |
| Abound Wealth Management |
8 |
| Barings Llc |
8 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
8 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
8 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
8 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
8 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
8 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
8 |
| Hillsdale Investment Management Inc. |
8 |
| Cribstone Capital Management, LLC |
8 |
| DekaBank Deutsche Girozentrale |
8 |
| FineMark National Bank & Trust |
8 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
8 |
| Lord, Abbett & Co. Llc |
8 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
8 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
8 |
| Twin Tree Management, LP |
8 |
| Sawtooth Solutions, LLC |
8 |
| Petrus Trust Company, LTA |
8 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
8 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
8 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
8 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
8 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
8 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
8 |
| Ensign Peak Advisors, Inc |
8 |
| PEAK6 Investments, L.P. |
8 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
8 |
| Beaird Harris Wealth Management, LLC |
8 |
| Piedmont Investment Advisors Llc |
8 |
| BlackRock Credit Strategies Fund |
8 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
8 |
| Suntrust Banks Inc |
8 |
| Avion Wealth |
8 |
| Aster Capital Management (DIFC) Ltd |
8 |
| Brandywine Global Investment Management, LLC |
8 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
8 |
| Thornburg Investment Management Inc |
8 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
8 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
8 |
| Hollencrest Capital Management |
8 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
8 |
| Virginia Retirement Systems Et Al |
8 |
| Enterprise Financial Services Corp |
8 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
8 |
| Rise Advisors, LLC |
8 |
| Northwest & Ethical Investments L.P. |
8 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
8 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
8 |
| ClariVest Asset Management LLC |
8 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
8 |
| Illinois Municipal Retirement Fund |
8 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
8 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
8 |
| Cary Street Partner Investment Advisory Llc |
8 |
| Louisiana State Employees Retirement System |
8 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
8 |
| Atria Wealth Solutions, Inc. |
8 |
| Hutchin Hill Capital, LP |
8 |
| Xponance, Inc. |
8 |
| Toth Financial Advisory Corp |
8 |
| MBEQX - M FUND INC - M International Equity Fund |
8 |
| Rsm Us Wealth Management Llc |
8 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
8 |
| Raymond James Trust N.a. |
8 |
| Bank Julius Baer & Co. Ltd, Zurich |
8 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
8 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| Raleigh Capital Management Inc. |
8 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
8 |
| Baker Avenue Asset Management, LP |
8 |
| Newbridge Financial Services Group, Inc. |
8 |
| Coatue Management Llc |
8 |
| Old National Bancorp /in/ |
8 |
| Plante Moran Financial Advisors, LLC |
8 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
8 |
| Russell Frank Co/ |
8 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
8 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
8 |
| BlackRock Japan Co. Ltd |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
8 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
8 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
8 |
| Atlantic Trust, LLC |
8 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
8 |
| State of Tennessee, Treasury Department |
8 |
| Blackrock Ltd Duration Income Trust |
8 |
| Janney Montgomery Scott LLC |
8 |
| Summit Trail Advisors, Llc |
8 |
| Dark Forest Capital Management Lp |
8 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
8 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
8 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
8 |
| Quarry LP |
8 |
| Amalgamated Financial Corp. |
8 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
8 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
8 |
| CAPROCK Group, Inc. |
8 |
| Pictet Asset Management Holding SA |
8 |
| Pimco Dynamic Income Fund |
8 |
| Vident Advisory, LLC |
8 |
| Aquatic Capital Management LLC |
8 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
8 |
| Banco Santander, S.A. |
8 |
| Harbor Investment Advisory, Llc |
8 |
| DRW Securities, LLC |
8 |
| Larson Financial Group LLC |
8 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
8 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
8 |
| Whittier Trust Co Of Nevada Inc |
8 |
| CIBC Private Wealth Group, LLC |
8 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
8 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
8 |
| Caitong International Asset Management Co., Ltd |
8 |
| Empowered Funds, LLC |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
8 |
| Loomis Sayles & Co L P |
8 |
| Bogart Wealth, LLC |
8 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
8 |
| RidgeWorth Capital Management LLC |
8 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
8 |
| Zacks Investment Management |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
| Amundi |
8 |
| State of New Jersey Common Pension Fund D |
8 |
| Adage Capital Partners Gp, L.l.c. |
8 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
8 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
8 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
8 |
| Vanguard World Fund |
8 |
| Greenleaf Trust |
8 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
8 |
| Moody National Bank Trust Division |
8 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
8 |
| Continuum Advisory, LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
8 |
| Valeo Financial Advisors, LLC |
7 |
| Bruce G. Allen Investments, LLC |
7 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
7 |
| Boston Common Asset Management, LLC |
7 |
| J.w. Cole Advisors, Inc. |
7 |
| Envestnet Portfolio Solutions, Inc. |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
7 |
| Quantamental Technologies LLC |
7 |
| SG3 Management, LLC |
7 |
| Mason Street Advisors, Llc |
7 |
| Cnh Partners Llc |
7 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
7 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
7 |
| Crewe Advisors LLC |
7 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
7 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
7 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
7 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
7 |
| Wetherby Asset Management Inc |
7 |
| Wiley Bros.-aintree Capital, Llc |
7 |
| Norden Group Llc |
7 |
| Emerald Acquisition Ltd. |
7 |
| DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
7 |
| Sei Trust Co |
7 |
| ORG Partners LLC |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
7 |
| Procyon Private Wealth Partners, LLC |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
7 |
| GAM Holding AG |
7 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
7 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
7 |
| Front Row Advisors LLC |
7 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
7 |
| Independence Bank of Kentucky |
7 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
| Nbc Securities, Inc. |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
7 |
| Chicago Equity Partners Llc |
7 |
| Bank Of Nova Scotia |
7 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
7 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
7 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| Simplicity Wealth,LLC |
7 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
7 |
| Avantax Advisory Services, Inc. |
7 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
7 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
| Rothschild Investment Corp /il |
7 |
| Ontario Teachers Pension Plan Board |
7 |
| Weld Capital Management Llc |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
7 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| Snowden Capital Advisors LLC |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
7 |
| Institutional & Family Asset Management, Llc |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| Karp Capital Management Corp |
7 |
| First Citizens Bank & Trust Co |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
7 |
| Seacrest Wealth Management, Llc |
7 |
| Brookfield Asset Management Inc. |
7 |
| Global Wealth Management Investment Advisory, Inc. |
7 |
| Highlander Capital Management, LLC |
7 |
| Cadence Capital Management Llc |
7 |
| Washington Trust Advisors, Inc. |
7 |
| Cornerstone Capital Management Holdings Llc. |
7 |
| Westpac Banking Corp |
7 |
| Salomon & Ludwin, LLC |
7 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
7 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
7 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
7 |
| New Mexico Educational Retirement Board |
7 |
| Wetzel Investment Advisors, Inc. |
7 |
| Steward Financial Group LLC |
7 |
| Sandler Capital Management |
7 |
| Qtron Investments LLC |
7 |
| Hughes Financial Services, LLC |
7 |
| Treasurer of the State of North Carolina |
7 |
| Claris Advisors, Llc / Mo / |
7 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
7 |
| Center for Financial Planning, Inc. |
7 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
7 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
7 |
| Rialto Wealth Management, LLC |
7 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
7 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
7 |
| Lombard Odier Asset Management (Switzerland) SA |
7 |
| Kovitz Investment Group Partners, LLC |
7 |
| Mill Creek Capital Advisors, LLC |
7 |
| Benjamin Edwards Inc |
7 |
| Driehaus Capital Management Llc |
7 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
7 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
7 |
| Moors & Cabot, Inc. |
7 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
7 |
| Fuller & Thaler Asset Management, Inc. |
7 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
7 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
7 |
| E. Ohman J:or Asset Management AB |
7 |
| DiNuzzo Private Wealth, Inc. |
7 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
7 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
| Bare Financial Services, Inc |
7 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
7 |
| Evoke Wealth, Llc |
7 |
| Blackrock Debt Strategies Fund, Inc. |
7 |
| Bogle Investment Management L P /de/ |
7 |
| UMA Financial Services, Inc. |
7 |
| Stone Ridge Asset Management LLC |
7 |
| Northwestern Mutual Investment Management Company, Llc |
7 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
7 |
| Accurate Wealth Management, LLC |
7 |
| Segall Bryant & Hamill, Llc |
7 |
| Eagle Bay Advisors LLC |
7 |
| VCBDX - VALIC Co I - Core Bond Fund |
7 |
| Dorsey & Whitney Trust CO LLC |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
7 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
7 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
7 |
| Sargent Bickham Lagudis LLC |
7 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
7 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
7 |
| Shelton Capital Management |
7 |
| Column Capital Advisors, LLC |
7 |
| Amundi Pioneer Asset Management Inc |
7 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
7 |
| Calamos Global Total Return Fund |
7 |
| Shay Capital LLC |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
7 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
| Dfa Investment Trust Co - The Emerging Markets Series |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
7 |
| GV Financial Advisors |
7 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
7 |
| Rafferty Asset Management, LLC |
7 |
| Private Wealth Management Group, LLC |
7 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
7 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
7 |
| Ashton Thomas Private Wealth, LLC |
7 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
7 |
| Coppell Advisory Solutions LLC |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| B. Metzler seel. Sohn & Co. Holding AG |
7 |
| Edmond De Rothschild Holding S.a. |
7 |
| Quest Partners LLC |
7 |
| Sachetta, LLC |
7 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
7 |
| Asset Management One Co., Ltd. |
7 |
| Alpha DNA Investment Management LLC |
7 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
7 |
| First Quadrant L P/ca |
7 |
| Martingale Asset Management L P |
7 |
| Reilly Financial Advisors, Llc |
7 |
| Bridgefront Capital, LLC |
7 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
7 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
7 |
| Veriti Management LLC |
7 |
| VGLSX - VALIC Co I - Global Strategy Fund |
7 |
| Retirement Systems of Alabama |
7 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
7 |
| Dynamo Internacional Gestao De Recursos Ltda. |
7 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
7 |
| Heritage Wealth Advisors |
7 |
| SECOR Capital Advisors, LP |
7 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
7 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
7 |
| GPS Wealth Strategies Group, LLC |
7 |
| Maryland State Retirement & Pension System |
7 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
7 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
7 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
7 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
| Hemington Wealth Management |
7 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
7 |
| Sigma Planning Corp |
7 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
7 |
| Maverick Capital Ltd |
7 |
| Cullen/frost Bankers, Inc. |
7 |
| Global Financial Private Client, LLC |
7 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
7 |
| New Age Alpha Advisors, LLC |
7 |
| Spot Trading L.L.C |
7 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
7 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
7 |
| Asset Dedication, LLC |
7 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
7 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
7 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
7 |
| Visium Asset Management, LP |
7 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
7 |
| JNBA Financial Advisors |
7 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
7 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
7 |
| K.J. Harrison & Partners Inc |
7 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
7 |
| State Of Michigan Retirement System |
7 |
| Cetera Advisors LLC |
7 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
7 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
7 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
7 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
7 |
| Calvert Investment Management, Inc. |
7 |
| Brookstone Capital Management |
7 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
7 |
| Mv Capital Management, Inc. |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| First Mercantile Trust Co |
7 |
| Gts Securities Llc |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| Colony Group, LLC |
7 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
7 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
7 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
7 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
7 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
7 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
7 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
7 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
7 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
7 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
7 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
7 |
| Freestone Capital Holdings, LLC |
7 |
| Eagle Asset Management Inc |
7 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
7 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
7 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
7 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
7 |
| International Assets Investment Management, Llc |
7 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
7 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
7 |
| Catalyst Funds Management Pty Ltd |
7 |
| WealthTrust-Arizona, LLC |
7 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
7 |
| Lenox Wealth Advisors, LLC |
7 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
7 |
| FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
7 |
| Nordea Investment Management Ab |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
7 |
| Mycio Wealth Partners, Llc |
7 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
7 |
| Lombard Odier Asset Management (USA) Corp |
7 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
7 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
7 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
7 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
7 |
| Sanctuary Advisors, LLC |
7 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
| Vigilant Capital Management, LLC |
7 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
7 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
7 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
7 |
| Ionic Capital Management LLC |
7 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
7 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
| Oakworth Capital, Inc. |
7 |
| Crestline Management, LP |
7 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
7 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
7 |
| Scopus Asset Management, L.p. |
7 |
| Kingsview Wealth Management, LLC |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
7 |
| PENN SERIES FUNDS INC - International Equity Fund |
7 |
| Pictet Asset Management Sa |
7 |
| Capital International Investors |
7 |
| J. Goldman & Co LP |
7 |
| Eudaimonia Partners, LLC |
7 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
7 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
7 |
| Boston Partners |
7 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
7 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
7 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
7 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
7 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
7 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
| Knights of Columbus Asset Advisors LLC |
7 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
7 |
| YorkBridge Wealth Partners, LLC |
7 |
| Mfs Multimarket Income Trust |
7 |
| Mount Yale Investment Advisors, LLC |
7 |
| Mfs Charter Income Trust |
7 |
| CX Institutional |
7 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
7 |
| Assenagon Asset Management S.A. |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| Almanack Investment Partners, LLC. |
7 |
| Creative Financial Designs Inc /adv |
7 |
| Cibc World Markets Corp |
7 |
| We Are One Seven, LLC |
7 |
| AE Wealth Management LLC |
7 |
| Point72 Europe (London) LLP |
7 |
| Axq Capital, Lp |
7 |
| Kapitalo Investimentos Ltda |
7 |
| Resources Investment Advisors, LLC. |
7 |
| Tiaa-cref Funds |
7 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
| Bleakley Financial Group, LLC |
7 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
7 |
| Macroview Investment Management Llc |
7 |
| RFP Financial Group LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
| Royal London Asset Management Ltd |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
7 |
| Securian Asset Management, Inc |
7 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
| Financial Gravity Companies, Inc. |
7 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
| FNY Partners Fund LP |
7 |
| Brown Advisory Inc |
7 |
| Levin Capital Strategies, L.p. |
7 |
| SPX Equities Gestao de Recursos Ltda |
7 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
6 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
6 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
6 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
6 |
| PFG Investments, LLC |
6 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
6 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
6 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
6 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
6 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
6 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
6 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
6 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
6 |
| Scotia Capital Inc. |
6 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
6 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
6 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
6 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
6 |
| Tfs Capital Investment Trust |
6 |
| Menta Capital Llc |
6 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
| NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
6 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
6 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
6 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
6 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
6 |
| Blackrock Multi-sector Income Trust |
6 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
6 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
6 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
6 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
6 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
6 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
6 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
6 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
6 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
6 |
| Calamos Strategic Total Return Fund |
6 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
6 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
6 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
6 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
| Point72 Middle East FZE |
6 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
6 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
6 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
6 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
6 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
6 |
| Arden Investment Series Trust |
6 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
6 |
| Vantagepoint Funds |
6 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| Alliancebernstein Global High Income Fund Inc |
6 |
| GeoWealth Management, LLC |
6 |
| Vestmark Advisory Solutions, Inc. |
6 |
| IMC-Chicago, LLC |
6 |
| Prestige Wealth Management Group LLC |
6 |
| Princeton Global Asset Management LLC |
6 |
| Wealthfront Advisers Llc |
6 |
| Wealthspire Advisors, LLC |
6 |
| Atom Investors LP |
6 |
| Bay Harbor Wealth Management, LLC |
6 |
| Lenox Wealth Management, Inc. |
6 |
| Artisan Partners Limited Partnership |
6 |
| Calton & Associates, Inc. |
6 |
| CenterStar Asset Management, LLC |
6 |
| Ameritas Investment Corp |
6 |
| Apollon Wealth Management, LLC |
6 |
| Townsquare Capital Llc |
6 |
| Alphacrest Capital Management Llc |
6 |
| Pearl River Capital, LLC |
6 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
6 |
| Legacy Financial Advisors, Inc. |
6 |
| Old North State Trust, LLC |
6 |
| Trustcore Financial Services, Llc |
6 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
| Merit Financial Group, LLC |
6 |
| LGT Financial Advisors LLC |
6 |
| Weiss Strategic Interval Fund |
6 |
| Berman Capital Advisors, LLC |
6 |
| Athanor Capital, Lp |
6 |
| Sound Income Strategies, LLC |
6 |
| Integrated Wealth Concepts LLC |
6 |
| Inceptionr Llc |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| Cowen And Company, Llc |
6 |
| ISAM Funds (UK) Ltd |
6 |
| One Wealth Advisors, LLC |
6 |
| Nvwm, Llc |
6 |
| Veritable, L.P. |
6 |
| Stephens Consulting, LLC |
6 |
| Pine River Capital Management L.P. |
6 |
| Everett Harris & Co /ca/ |
6 |
| Brewin Dolphin Ltd |
6 |
| Colonial Trust Co / SC |
6 |
| Advisor Partners Ii, Llc |
6 |
| Philadelphia Trust Co |
6 |
| FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
6 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
6 |
| Intrust Bank Na |
6 |
| Park Avenue Securities Llc |
6 |
| XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
6 |
| Vise Technologies, Inc. |
6 |
| BOK Financial Private Wealth, Inc. |
6 |
| Quantitative Investment Management, LLC |
6 |
| Strengthening Families & Communities, LLC |
6 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
6 |
| Stoneridge Investment Partners Llc |
6 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
6 |
| Quent Capital, LLC |
6 |
| Transce3nd, LLC |
6 |
| Forum Financial Management, LP |
6 |
| Copeland Capital Management, LLC |
6 |
| HB Wealth Management, LLC |
6 |
| CastleKnight Management LP |
6 |
| Chartwell Investment Partners, Llc |
6 |
| WealthTrak Capital Management LLC |
6 |
| Smith Asset Management Group Lp |
6 |
| Cantor Fitzgerald, L. P. |
6 |
| Confluence Investment Management Llc |
6 |
| Checchi Capital Advisers, LLC |
6 |
| Community Bank, N.A. |
6 |
| Manning & Napier Advisors Llc |
6 |
| Rehmann Capital Advisory Group |
6 |
| Reuter James Wealth Management, Llc |
6 |
| Oak Thistle LLC |
6 |
| Perigon Wealth Management, LLC |
6 |
| U.S. Capital Wealth Advisors, LLC |
6 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
6 |
| Thomas White International Ltd |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
6 |
| New York Life Investment Management Llc |
6 |
| Activest Wealth Management |
6 |
| Whipplewood Advisors, LLC |
6 |
| Pictet Asset Management Ltd |
6 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
6 |
| RMB Capital Management, LLC |
6 |
| R Squared Ltd |
6 |
| Samlyn Capital, Llc |
6 |
| Money Concepts Capital Corp |
6 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
| Cipher Capital LP |
6 |
| Horizon Investments, LLC |
6 |
| Caxton Associates Lp |
6 |
| Ghisallo Capital Management LLC |
6 |
| Tradition Wealth Management, LLC |
6 |
| Vontobel Holding Ltd. |
6 |
| Mach-1 Financial Group, Inc. |
6 |
| Vantage Consulting Group Inc |
6 |
| Intact Investment Management Inc. |
6 |
| Evercore Wealth Management, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
| Tocqueville Asset Management L.p. |
6 |
| San Francisco Sentry Investment Group (ca) |
6 |
| Leverage Partners Absolute Return Fund SPC |
6 |
| Cowa, Llc |
6 |
| Columbus Circle Investors |
6 |
| Bellwether Advisors, LLC |
6 |
| Financial Architects, Inc |
6 |
| Tfs Capital Llc |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
6 |
| General Motors Investment Management Corp |
6 |
| Griffin Asset Management, Inc. |
6 |
| Kestra Advisory Services, LLC |
6 |
| Washington Capital Management Inc |
6 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
6 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
6 |
| Atwood & Palmer Inc |
6 |
| Knight Capital Group, Inc. |
6 |
| FNY Managed Accounts LLC |
6 |
| Six Circles Trust - Six Circles Global Bond Fund |
6 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
6 |
| Waratah Capital Advisors Ltd. |
6 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
6 |
| GHP Investment Advisors, Inc. |
6 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
6 |
| Ballentine Partners, LLC |
6 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
| Jaffetilchin Investment Partners, LLC |
6 |
| Americafirst Capital Management, Llc |
6 |
| FundVantage Trust - Verplanck Balanced Fund |
6 |
| Thompson Davis & Co., Inc. |
6 |
| Disciplined Investments, LLC |
6 |
| Northern Trust Co Of Connecticut |
6 |
| Ziegler Capital Management, LLC |
6 |
| State of New Jersey Common Pension Fund A |
6 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
6 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
6 |
| Capital World Investors |
6 |
| HighMark Wealth Management LLC |
6 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
6 |
| CVA Family Office, LLC |
6 |
| Boston Advisors Llc |
6 |
| Arkadios Wealth Advisors |
6 |
| Capital Research Global Investors |
6 |
| Carolinas Wealth Consulting Llc |
6 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
6 |
| Cornerstone Advisors, Inc. |
6 |
| Silvercrest Asset Management Group Llc |
6 |
| Earnest Partners Llc |
6 |
| Key FInancial Inc |
6 |
| NewSquare Capital LLC |
6 |
| Ieq Capital, Llc |
6 |
| Verdence Capital Advisors LLC |
6 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
6 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
6 |
| Duncker Streett & Co Inc |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| ArrowMark Colorado Holdings LLC |
6 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
| Mizuho Securities Usa Llc |
6 |
| Laffer Investments |
6 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
| Ing Groep Nv |
6 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
6 |
| Commerzbank Aktiengesellschaft /fi |
6 |
| Anchor Capital Advisors Llc |
6 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
6 |
| Old Mutual Customised Solutions (proprietary) Ltd |
6 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
6 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
6 |
| WR Wealth Planners, LLC |
6 |
| AlphaMark Advisors, LLC |
6 |
| Numeric Investors Llc |
6 |
| Korea Investment CORP |
6 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
6 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
| Hanseatic Management Services Inc |
6 |
| Glen Eagle Advisors, LLC |
6 |
| Tokio Marine Asset Management Co Ltd |
6 |
| Tarbox Family Office, Inc. |
6 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
| VCGAX - VALIC Co I - Growth & Income Fund |
6 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
| Municipal Employees' Retirement System of Michigan |
6 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
6 |
| American National Bank |
6 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
| Tompkins Financial Corp |
6 |
| Chevy Chase Trust Holdings, Inc. |
6 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
6 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
6 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
6 |
| Capstone Asset Management Co |
6 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
6 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
6 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
| LRI Investments, LLC |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
6 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
6 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
6 |
| Dakota Wealth Management |
6 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
6 |
| Baystate Wealth Management LLC |
6 |
| Diversify Advisory Services, LLC |
6 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
6 |
| Gulf International Bank (UK) Ltd |
6 |
| Tobam |
6 |
| MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
6 |
| EP Wealth Advisors, Inc. |
6 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
6 |
| Salem Investment Counselors Inc |
6 |
| Commonwealth Bank Of Australia |
6 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
6 |
| Concurrent Investment Advisors, LLC |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
6 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
6 |
| Tredje AP-fonden |
6 |
| Zweig-DiMenna Associates LLC |
6 |
| Financial Synergies Wealth Advisors, Inc. |
6 |
| MCF Advisors LLC |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
6 |
| Artemis Investment Management LLP |
6 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
6 |
| Montag A & Associates Inc |
6 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
6 |
| Azzad Asset Management Inc /adv |
6 |
| Essex Investment Management Co Llc |
6 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
6 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
6 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
6 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
6 |
| Stephens Inc /ar/ |
6 |
| Belvedere Trading LLC |
6 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
6 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
6 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
6 |
| Livforsakringsbolaget Skandia, Omsesidigt |
6 |
| Waddell & Reed Financial Inc |
6 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
6 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
6 |
| I.g. Investment Management, Ltd. |
6 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
6 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
6 |
| Meiji Yasuda Asset Management Co Ltd. |
6 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
6 |
| Entropy Technologies, LP |
6 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
6 |
| Highland Capital Management, Llc |
6 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
| Warren Averett Asset Management, LLC |
6 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
6 |
| Kornitzer Capital Management Inc /ks |
6 |
| Capital Analysts, Inc. |
6 |
| Wbi Investments, Inc. |
6 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
6 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
6 |
| HFM Investment Advisors, LLC |
6 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
6 |
| Moore Capital Management, Lp |
6 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
6 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
6 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
6 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
6 |
| PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
6 |
| Royce & Associates Lp |
6 |
| Washington Trust Bank |
6 |
| Arete Wealth Advisors, LLC |
6 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
6 |
| Rothschild Asset Management Inc |
6 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
6 |
| Catalyst Capital Advisors LLC |
6 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
6 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
6 |
| Invictus RG |
6 |
| Element Capital Management Llc |
6 |
| Interval Partners, LP |
6 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
6 |
| Absolute Return Capital, LLC |
6 |
| Edgestream Partners, L.P. |
6 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
6 |
| Bluefin Trading, LLC |
6 |
| Systematic Financial Management Lp |
6 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
6 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
| Venturi Wealth Management, LLC |
6 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
6 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
6 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
6 |
| Van Eck Associates Corp |
6 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
6 |
| Deere & Co |
6 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
6 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
6 |
| AHL Partners LLP |
6 |
| Riverhead Capital Management Llc |
6 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
6 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
| Johnson Investment Counsel Inc |
6 |
| Prudential Plc |
6 |
| SAC Capital Advisors LP |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
6 |
| Index Management Solutions, LLC |
6 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
6 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
6 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
6 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
| Jane Street Holding, LLC |
6 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
| Societe Generale |
6 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
6 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
6 |
| EAM Investors, LLC |
6 |
| Wealthcare Advisory Partners LLC |
6 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
6 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
6 |
| MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
6 |
| Jacobi Capital Management LLC |
6 |
| Twin Peaks Wealth Advisors, LLC |
6 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
6 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
6 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
6 |
| Elkfork Partners LLC |
6 |
| Glenview Trust Co |
6 |
| Teza Capital Management LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
| Capital Investment Advisory Services, LLC |
6 |
| Harvest Fund Management Co., Ltd |
6 |
| Maven Securities LTD |
6 |
| Hartford Mutual Funds Inc/ct |
6 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
6 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
6 |
| Level Four Advisory Services, Llc |
6 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
6 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
6 |
| Cigna Investments Inc /new |
6 |
| Summit Global Investments |
6 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
6 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
6 |
| Hartford Investment Management Co |
6 |
| Hm Payson & Co |
6 |
| Patriot Financial Group Insurance Agency, LLC |
6 |
| Colony Group Llc |
6 |
| MARSHALL WACE ASIA Ltd |
6 |
| Fieldpoint Private Securities, LLC |
6 |
| Carlson Capital L P |
6 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
6 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
6 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
6 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
6 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
6 |
| Standard Life Aberdeen plc |
6 |
| XR Securities LLC |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
6 |
| Annis Gardner Whiting Capital Advisors, LLC |
6 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
6 |
| Arlington Partners LLC |
6 |
| Lighthouse Investment Partners, LLC |
6 |
| Kovack Advisors, Inc. |
6 |
| Syon Capital Llc |
6 |
| Invesco Senior Loan Fund |
6 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
6 |
| Invesco Senior Income Trust |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
6 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
| Blackrock Core Bond Trust |
6 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
6 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
| Pimco Corporate & Income Strategy Fund |
6 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
6 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
6 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
6 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
6 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
6 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
6 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
6 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
6 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
6 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
6 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
6 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
6 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
6 |
| Gabelli Global Small & Mid Cap Value Trust |
6 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
6 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
6 |
| Gabelli Dividend & Income Trust |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
6 |
| EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
6 |
| Baldwin Brothers Inc/ma |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
6 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
6 |
| Jag Capital Management, Llc |
6 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
6 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
6 |
| IVIOX - IVA Fiduciary Trust - IVA International Fund Class A |
6 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
6 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
6 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
6 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
6 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
6 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
6 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
5 |
| Archer Investment Corp |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Parametrica Management Ltd |
5 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
| TFC Financial Management |
5 |
| Westwood Holdings Group Inc |
5 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| Intrepid Capital Management Inc |
5 |
| Clean Yield Group |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
5 |
| TCTC Holdings, LLC |
5 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
5 |
| Kentucky Retirement Systems Insurance Trust Fund |
5 |
| Wealthfront Inc |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| IHT Wealth Management, LLC |
5 |
| Atmos Capital Gestao De Recursos Ltda. |
5 |
| Cordant, Inc. |
5 |
| Glen Harbor Capital Management LLC |
5 |
| Meadow Creek Investment Management LLC |
5 |
| Banque Cantonale Vaudoise |
5 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
5 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
5 |
| TRUE Private Wealth Advisors |
5 |
| D'Orazio & Associates, Inc. |
5 |
| Laurel Wealth Advisors, Inc. |
5 |
| Paces Ferry Wealth Advisors, Llc |
5 |
| Grove Bank & Trust |
5 |
| Glenmede Investment Management, LP |
5 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
5 |
| Quinn Opportunity Partners LLC |
5 |
| Intrinsic Edge Capital Management LLC |
5 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
5 |
| Evergreen Capital Management Llc |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| Fortis Advisors, LLC |
5 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
5 |
| Trust Co |
5 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
5 |
| Patten Group, Inc. |
5 |
| Janus Capital Management Llc |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
5 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
5 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
5 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
5 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
5 |
| CLARET ASSET MANAGEMENT Corp |
5 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
5 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
5 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
5 |
| IBM Retirement Fund |
5 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
5 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
| Avestar Capital, LLC |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| Fieldview Capital Management, LLC |
5 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
5 |
| Pinnacle Bancorp, Inc. |
5 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
5 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| Atlas Capital Advisors Llc |
5 |
| Globeflex Capital L P |
5 |
| Kehrs Ridge Capital,LLC |
5 |
| Scientech Research LLC |
5 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
5 |
| Castleview Partners, Llc |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
5 |
| Sentry Investment Management Llc |
5 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
5 |
| Rodgers Brothers Inc. |
5 |
| Wedmont Private Capital |
5 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
5 |
| Ilex Capital Partners (UK) LLP |
5 |
| Wright Investors Service Inc |
5 |
| Allstate Corp |
5 |
| Advent Capital Management /de/ |
5 |
| Kentucky Retirement Systems |
5 |
| Pinnacle Summer Investments, Inc. |
5 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
5 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
5 |
| Lido Advisors, LLC |
5 |
| Pinnacle Financial Partners Inc |
5 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| Arrow Financial Corp |
5 |
| Financial Advocates Investment Management |
5 |
| Change Path, LLC |
5 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
5 |
| KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF |
5 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
5 |
| Banque Transatlantique SA |
5 |
| Cambridge Trust Co |
5 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
5 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
5 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
5 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
5 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
5 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
5 |
| King Luther Capital Management Corp |
5 |
| IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
5 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
| Mizuho Trust & Banking Co., Ltd. |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
5 |
| Amplius Wealth Advisors, LLC |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| Gateway Investment Advisers Llc |
5 |
| Pendal Group Ltd |
5 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
5 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
5 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
5 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
| Parkworth Wealth Management, Inc. |
5 |
| Fiduciary Trust Co |
5 |
| Guggenheim Active Allocation Fund |
5 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
5 |
| Kula Investments, LLC |
5 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
5 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
5 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
5 |
| Equitable Trust Co |
5 |
| Sage Mountain Advisors LLC |
5 |
| Ropes Wealth Advisors Llc |
5 |
| GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
5 |
| Qrg Capital Management, Inc. |
5 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
5 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
5 |
| North Fourth Asset Management, LP |
5 |
| Edge Advisors, Llc |
5 |
| Csenge Advisory Group |
5 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
5 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
5 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
5 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
5 |
| Vantage Investment Advisors, LLC |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
5 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
5 |
| Carmel Capital Partners, LLC |
5 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
5 |
| PSI Advisors, LLC |
5 |
| Brandes Investment Partners, Lp |
5 |
| Congress Wealth Management LLC / DE / |
5 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
5 |
| Kingswood Wealth Advisors, Llc |
5 |
| IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
5 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
5 |
| Segantii Capital Management Ltd |
5 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| Dfpg Investments, Llc |
5 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
5 |
| Ellis Investment Partners, LLC |
5 |
| Kennedy Capital Management, Inc. |
5 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
5 |
| Evolution Wealth Advisors, LLC |
5 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
5 |
| Essex Savings Bank |
5 |
| Tucker Asset Management Llc |
5 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
| Cranbrook Wealth Management, LLC |
5 |
| Gardner Russo & Quinn Llc |
5 |
| Accel Wealth Management |
5 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
| CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
5 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
5 |
| Gryphon Financial Partners LLC |
5 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
5 |
| West Tower Group, LLC |
5 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
5 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
5 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
| Millstone Evans Group, LLC |
5 |
| Costello Asset Management, INC |
5 |
| Halbert Hargrove Global Advisors, Llc |
5 |
| Riverview Trust Co |
5 |
| Andra AP-fonden |
5 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
5 |
| Stratos Wealth Advisors, LLC |
5 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
5 |
| World Asset Management Inc |
5 |
| Invesco High Income Trust Ii |
5 |
| Cassady Schiller Wealth Management, LLC |
5 |
| Zions Bancorporation, N.A. |
5 |
| Principia Wealth Advisory, LLC |
5 |
| Morningstar Investment Services LLC |
5 |
| Dubuque Bank & Trust Co |
5 |
| Roundview Capital LLC |
5 |
| HHM Wealth Advisors, LLC |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| Innealta Capital, Llc |
5 |
| BI Asset Management Fondsmaeglerselskab A/S |
5 |
| Godsey & Gibb Associates |
5 |
| TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
5 |
| Wolff Wiese Magana Llc |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
5 |
| IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
5 |
| Penn Capital Management Co Inc |
5 |
| Covington Capital Management |
5 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
5 |
| Claymore Exchange-traded Fund Trust |
5 |
| Neo Ivy Capital Management |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| Alera Investment Advisors, LLC |
5 |
| Convergence Investment Partners, LLC |
5 |
| Exencial Wealth Advisors, Llc |
5 |
| Gerber Kawasaki Wealth & Investment Management |
5 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
5 |
| First Personal Financial Services |
5 |
| Ossiam |
5 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
5 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
5 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
5 |
| Profunds - Profund Vp Consumer Goods |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| SpiderRock Trading LLC |
5 |
| Cramer Rosenthal Mcglynn Llc |
5 |
| Shapiro Robert N |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
| Capital One, National Association |
5 |
| MQS Management LLC |
5 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
| WealthCollab, LLC |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| Cape Investment Advisory, Inc. |
5 |
| NatWest Group plc |
5 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
| New Millennium Group LLC |
5 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
5 |
| High Note Wealth, LLC |
5 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
5 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| Addison Advisors LLC |
5 |
| Advisor Partners Llc |
5 |
| Capital Guardian Trust Co |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
5 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
5 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
5 |
| Wrapmanager Inc |
5 |
| Mane Global Capital Management Lp |
5 |
| Wilbanks Smith & Thomas Asset Management Llc |
5 |
| HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
5 |
| Baker Tilly Financial, Llc |
5 |
| Capital International Inc /ca/ |
5 |
| Cinctive Capital Management LP |
5 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| USA Financial Portformulas Corp |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| EA Series Trust |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
5 |
| Gideon Capital Advisors, Inc. |
5 |
| Payden & Rygel |
5 |
| Horizon Kinetics Asset Management Llc |
5 |
| Financial Management Professionals, Inc. |
5 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
5 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
5 |
| Stonebridge Capital Advisors LLC |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
5 |
| Pimco Flexible Credit Income Fund |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
5 |
| Arden Trust Co |
5 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
5 |
| LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
5 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
5 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
5 |
| Reliance Trust Co Of Delaware |
5 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
5 |
| Clarius Group, LLC |
5 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
5 |
| Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
5 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
5 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
5 |
| AMP Capital Investors Ltd |
5 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
5 |
| Bb&t Securities, Llc |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
5 |
| MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
5 |
| Bollard Group LLC |
5 |
| Banco BTG Pactual S.A. |
5 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
5 |
| Intrua Financial, LLC |
5 |
| Williams Jones Wealth Management, LLC. |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
5 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
5 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
5 |
| Cantab Capital Partners LLP |
5 |
| Cary Street Partners Asset Management Llc |
5 |
| IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
5 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
5 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
5 |
| Dunhill Financial, LLC |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
5 |
| Opal Wealth Advisors, LLC |
5 |
| Rydex Etf Trust |
5 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| Rockbridge Investment Management, LCC |
5 |
| TimesSquare Capital Management, LLC |
5 |
| National Planning Corp |
5 |
| Advent Claymore Convertible Securities & Income Fund |
5 |
| Friess Associates Llc |
5 |
| Ajo, Lp |
5 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
5 |
| Nuveen Floating Rate Income Fund |
5 |
| Geneva Advisors, LLC |
5 |
| Annapolis Financial Services, LLC |
5 |
| De Burlo Group Inc |
5 |
| Psagot Value Holdings Ltd. / (Israel) |
5 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| West Family Investments, Inc. |
5 |
| Frank, Rimerman Advisors LLC |
5 |
| Clark Estates Inc/ny |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
5 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
5 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
5 |
| Pimco High Income Fund |
5 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
5 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
| VTL Associates, LLC |
5 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
| Kings Point Capital Management |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
5 |
| Synergy Financial Management, LLC |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
5 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| Concord Wealth Partners |
5 |
| Sittner & Nelson, Llc |
5 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
5 |
| Baillie Gifford & Co |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
5 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
5 |
| Soros Fund Management Llc |
5 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
5 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
5 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
5 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
5 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
5 |
| Foster Dykema Cabot & Partners, Llc |
5 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
5 |
| Blume Capital Management, Inc. |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
5 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
5 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
5 |
| Baird Robert W & Co Inc /wi/ |
5 |
| Anson Funds Management LP |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
5 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
5 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
5 |
| Caldwell Securities, Inc |
5 |
| Retirement Group, LLC |
5 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
5 |
| Placemark Investments, Inc. |
5 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
5 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
5 |
| Avalon Trust Co |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
5 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
| BlueCrest Capital Management LLP |
5 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
5 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
5 |
| Clinton Group Inc |
5 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
| Winton Diversified Opportunities Fund |
5 |
| LUXE - Emles Trust - Emles Luxury Goods ETF |
5 |
| Mackay Shields Llc |
5 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
5 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
5 |
| Zebra Capital Management LLC |
5 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
5 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
5 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
5 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
5 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
5 |
| Cambiar Investors Llc |
5 |
| High Net Worth Advisory Group LLC |
5 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
5 |
| M&g Investment Management Ltd |
5 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
5 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
5 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
5 |
| Gabelli Equity Trust Inc |
5 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
5 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
5 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| SkyView Investment Advisors, LLC |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
5 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
| Zevin Asset Management Llc |
5 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
5 |
| Navellier & Associates Inc |
5 |
| Financial Counselors Inc |
5 |
| Citizens Financial Group Inc/ri |
5 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
5 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
5 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
5 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
| Kkr Income Opportunities Fund |
5 |
| Beacon Capital Management, LLC |
5 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
5 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
5 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
| Prospera Financial Services Inc |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
5 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
5 |
| BBVA USA Bancshares, Inc. |
5 |
| Shell Asset Management Co |
5 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
5 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
5 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
5 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
| Legacy Wealth Asset Management, LLC |
5 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
5 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
5 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
5 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
5 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
5 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
5 |
| Impact Partnership Wealth, LLC |
5 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
5 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
5 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
5 |
| Douglass Winthrop Advisors, LLC |
5 |
| Blackrock Credit Allocation Income Trust |
5 |
| Osborn Rohs Williams & Donohoe Ltd |
5 |
| Hanson & Doremus Investment Management |
5 |
| VCIEX - VALIC Co I - International Equities Index Fund |
5 |
| VCULX - VALIC Co I - Growth Fund |
5 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
5 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
5 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
5 |
| Advanced Series Trust - Ast High Yield Portfolio |
5 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
5 |
| Advisory Research Inc |
5 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
5 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
5 |
| BTG Pactual Global Asset Management Ltd |
5 |
| EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
5 |
| Synovus Financial Corp |
5 |
| Integral Derivatives, LLC |
5 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
5 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
5 |
| Kayne Anderson Rudnick Investment Management Llc |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| Winch Advisory Services, LLC |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
5 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
5 |
| First Eagle Investment Management, LLC |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
5 |
| PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
5 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
5 |
| Dana Investment Advisors, Inc. |
5 |
| Oakbrook Investments Llc |
5 |
| Quest 10 Wealth Builders, Inc. |
5 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
5 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
5 |
| USS Investment Management Ltd |
5 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
5 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
5 |
| Mfs Special Value Trust |
5 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
5 |
| DnB Asset Management AS |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| Sun Life Financial Inc |
5 |
| Gabelli Healthcare & Wellnessrx Trust |
5 |
| Wealth Alliance |
5 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
5 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
5 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
5 |
| Dynamic Advisor Solutions LLC |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| Brown, Lisle/cummings, Inc. |
5 |
| Cordasco Financial Network |
5 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
5 |
| UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
5 |
| Delta Asset Management Llc/tn |
5 |
| DAVENPORT & Co LLC |
5 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| Nemes Rush Group LLC |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
5 |
| Alpha Windward Llc |
5 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
5 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
5 |
| AXS Investments LLC |
5 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
5 |
| Sageworth Trust Co |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| Franklin Street Advisors Inc /nc |
5 |
| Burney Co/ |
5 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
5 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
5 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
5 |
| Timber Hill LLC |
5 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
5 |
| Xact Kapitalforvaltning AB |
5 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
5 |
| Etf Managers Group, Llc |
5 |
| Farringdon Capital, Ltd. |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| Scarborough Advisors, LLC |
5 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
5 |
| Rational Advisors Llc |
5 |
| First Financial Corp /in/ |
5 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
5 |
| T. Rowe Price Investment Management, Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
5 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
5 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
5 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
| Cornerstone Wealth Management, LLC |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
5 |
| Simon Quick Advisors, Llc |
5 |
| EWG Elevate Inc. |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
5 |
| Horizon Kinetics LLC |
5 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
5 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
5 |
| Vanguard Whitehall Funds |
5 |
| Brinker Capital Inc |
5 |
| MUFG Securities EMEA plc |
5 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
5 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
5 |
| GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
5 |
| PGGM Investments |
5 |
| Kilter Group LLC |
5 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
5 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
5 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
5 |
| Arrowgrass Capital Partners (us) Lp |
5 |
| AGF Investments LLC |
5 |
| Contravisory Investment Management, Inc. |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| B & T Capital Management DBA Alpha Capital Management |
5 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
5 |
| Tfo-tdc, Llc |
5 |
| Perkins Coie Trust Co |
5 |
| Carroll Financial Associates, Inc. |
5 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
5 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
5 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
5 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
| Pallas Capital Advisors LLC |
5 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
5 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
5 |
| Ninety One UK Ltd |
5 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
5 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
5 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
5 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
5 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
5 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
5 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
5 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
5 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
5 |
| AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I |
5 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
5 |
| Waldron Private Wealth LLC |
5 |
| New England Research & Management, Inc. |
5 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
5 |
| Kb Financial Partners, Llc |
5 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
5 |
| JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
5 |
| Ashton Thomas Securities, Llc |
5 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
5 |
| Kingdon Capital Management, L.l.c. |
5 |
| ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
5 |
| Cim Investment Mangement Inc |
5 |
| Wexford Capital Lp |
5 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
| Schechter Investment Advisors, LLC |
5 |
| Anchor Investment Management, LLC |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
5 |
| EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
5 |
| Avantax Planning Partners, Inc. |
5 |
| St Germain D J Co Inc |
5 |
| Kistler-Tiffany Companies, LLC |
5 |
| Citizens Business Bank |
5 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
5 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
5 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
5 |
| Fulton Bank, N.a. |
5 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
5 |
| Private Wealth Asset Management, LLC |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
5 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
5 |
| Delos Wealth Advisors, LLC |
5 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
5 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
5 |
| AlphaCore Capital LLC |
5 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
5 |
| Saturna Capital CORP |
5 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
5 |
| Royal Fund Management, LLC |
5 |
| GLG Partners LP |
5 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
5 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
5 |
| Creekmur Asset Management LLC |
5 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
| Quantum Capital Management |
5 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
5 |
| S.A. Mason LLC |
5 |
| Hilltop Holdings Inc. |
5 |
| JJJ Advisors Inc. |
5 |
| Mason Street Advisors, Llc |
5 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
5 |
| Bruderman Asset Management, LLC |
5 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
5 |
| Peak6 Llc |
5 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
5 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
5 |
| Sierra Ocean, Llc |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| Balentine LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
5 |
| Natixis Investment Managers International |
5 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
5 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
5 |
| Melvin Capital Management LP |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
| Armstrong Advisory Group, Inc |
5 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
5 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
5 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
5 |
| AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
5 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
5 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
5 |
| Commonwealth Equity Services, Inc |
5 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
5 |
| Trifecta Capital Advisors, LLC |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
5 |
| Norinchukin Bank, The |
5 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
5 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
| HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
5 |
| Cromwell Holdings LLC |
5 |
| Chapin Davis, Inc. |
5 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
| Mendota Financial Group, LLC |
5 |
| Fairfield, Bush & Co. |
5 |
| Total Investment Management Inc |
5 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
5 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
| Fifth Third Wealth Advisors LLC |
5 |
| Kanaly Trust Co |
5 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
5 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
5 |
| Price Michael F |
5 |
| Integrated Advisors Network LLC |
5 |
| DSAM Partners (London) Ltd |
5 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
5 |
| Jump Trading, LLC |
5 |
| John Hancock Hedged Equity & Income Fund |
5 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
5 |
| First City Capital Management, Inc. |
5 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
| Atticus Wealth Management, Llc |
5 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
5 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
| Kestra Investment Management, LLC |
5 |
| Lee Financial Co |
5 |
| Clearbridge, Llc |
5 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Wakefield Asset Management LLLP |
4 |
| Ford Financial Group, LLC |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| 25 Llc |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| Mutual Advisors, LLC |
4 |
| Cerebellum GP, LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| PENN SERIES FUNDS INC - Index 500 Fund |
4 |
| Castleark Management Llc |
4 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P |
4 |
| Laurel Wealth Advisors LLC |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
4 |
| Paradigm Financial Partners, Llc |
4 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P |
4 |
| Duality Advisers, Lp |
4 |
| SlateStone Wealth, LLC |
4 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
4 |
| Asahi Life Asset Management Co., Ltd. |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| Readystate Asset Management Lp |
4 |
| Semmax Financial Advisors Inc. |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
4 |
| Invesco Dynamic Credit Opportunities Fund |
4 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
4 |
| MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I |
4 |
| MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I |
4 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
4 |
| Arlington Trust Co LLC |
4 |
| Ostrum Asset Management |
4 |
| Ab Pooling Portfolios |
4 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
4 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
4 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
4 |
| Pensionmark Financial Group, Llc |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| Register Financial Advisors LLC |
4 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
4 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
4 |
| Aspire Private Capital, LLC |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| Gyl Financial Synergies, Llc |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| Quilter Plc |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
4 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| Machina Capital S.a.s. |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
4 |
| Kore Private Wealth LLC |
4 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| Great Valley Advisor Group, Inc. |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| WealthStone, Inc. |
4 |
| Deerfield Management Company, L.p. (series C) |
4 |
| Meeder Advisory Services, Inc. |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| New York Life Trust Co |
4 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
4 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
| SageView Advisory Group, LLC |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| CGC Financial Services, LLC |
4 |
| Stonehage Fleming Financial Services Holdings Ltd |
4 |
| Chimera Capital Management LLC |
4 |
| Principle Wealth Partners Llc |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| Chilton Capital Management Llc |
4 |
| Stonehage Fleming (uk) Ltd |
4 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
4 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
4 |
| BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
4 |
| Personal Cfo Solutions, Llc |
4 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 |
4 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
4 |
| Compass Wealth Management LLC |
4 |
| Sit Investment Associates Inc |
4 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
4 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| Coppell Advisory Solutions Corp. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
4 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
4 |
| Pimco Income Strategy Fund Ii |
4 |
| MJT & Associates Financial Advisory Group, Inc. |
4 |
| Callan Family Office, LLC |
4 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
| Nuveen Short Duration Credit Opportunities Fund |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
4 |
| Pimco Income Strategy Fund |
4 |
| Nuveen Credit Strategies Income Fund |
4 |
| Putnam Premier Income Trust |
4 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
4 |
| JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
4 |
| Profunds - Profund Vp Oil & Gas |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
4 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
4 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
4 |
| Mascagni Wealth Management, Inc. |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
4 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
4 |
| UniSuper Management Pty Ltd |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
4 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
4 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| Milestone Investment Advisors LLC |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| Artal Group S.A. |
4 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
4 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
| REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
4 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
4 |
| MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
4 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
4 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
4 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
4 |
| Griffin Institutional Access Credit Fund |
4 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
4 |
| Ofi Invest Asset Management |
4 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
4 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
4 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
4 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
4 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
4 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
4 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
4 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
4 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
4 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
4 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| Nebula Research & Development LLC |
4 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
4 |
| Caldwell Trust Co |
4 |
| CenturyLink Investment Management Co |
4 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
4 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
4 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
4 |
| DORCHESTER WEALTH MANAGEMENT Co |
4 |
| VSTIX - VALIC Co I - Stock Index Fund |
4 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
4 |
| American Research & Management Co. |
4 |
| Shinko Asset Management Co., Ltd. |
4 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
4 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
4 |
| Standard Life Investments LTD |
4 |
| Nine Chapters Capital Management LLC |
4 |
| Leavell Investment Management, Inc. |
4 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Milestones Administradora de Recursos Ltda. |
4 |
| Decatur Capital Management, Inc. |
4 |
| Eastern Bank |
4 |
| Hexavest Inc. |
4 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
4 |
| Cohen Klingenstein LLC |
4 |
| Perella Weinberg Partners Capital Management LP |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| TruNorth Capital Management, LLC |
4 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
| Malaga Cove Capital, LLC |
4 |
| City Holding Co |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
4 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
4 |
| Harvey Partners, LLC |
4 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| Gen-Wealth Partners Inc |
4 |
| Bray Capital Advisors |
4 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
4 |
| Quotient Investors, LLC |
4 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
4 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
4 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| Hudock, Inc. |
4 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
4 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
4 |
| POM Investment Strategies, LLC |
4 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
4 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
4 |
| Tsfg, Llc |
4 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
4 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
4 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
4 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
4 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
4 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
4 |
| Telemus Capital, Llc |
4 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
4 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
| First PREMIER Bank |
4 |
| Swedbank AB |
4 |
| Country Trust Bank |
4 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
4 |
| LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
4 |
| First Interstate Bank |
4 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
4 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
4 |
| Wcm Investment Management, Llc |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| Diversify Wealth Management, Llc |
4 |
| Conning Inc. |
4 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| Fairfield Financial Advisors, LTD |
4 |
| Bank Of Hawaii |
4 |
| GMICX - GMO TRUST - GMO International Equity Fund Class II |
4 |
| Alambic Investment Management, L.P. |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| Davy Global Fund Management Ltd |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
4 |
| Hilltop National Bank |
4 |
| CHICAGO TRUST Co NA |
4 |
| Central Pacific Bank - Trust Division |
4 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| Glg Llc |
4 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF |
4 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
4 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
4 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
4 |
| Centre Asset Management, LLC |
4 |
| Cacti Asset Management Llc |
4 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
4 |
| Catalina Capital Group, LLC |
4 |
| Viking Global Investors Lp |
4 |
| TradeLink Global Equity LLC |
4 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
4 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
4 |
| Krilogy Financial LLC |
4 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
4 |
| Cohen & Steers, Inc. |
4 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
4 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
4 |
| Scoggin Management Lp |
4 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
4 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
4 |
| QCM Cayman, Ltd. |
4 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
| Davidson Investment Advisors |
4 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class |
4 |
| AdvisorShares Investments LLC |
4 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
4 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
| Logan Capital Management Inc |
4 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
4 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
4 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
4 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
| ETRADE Capital Management LLC |
4 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
4 |
| Triad Wealth Partners, LLC |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| New Wave Wealth Advisors Llc |
4 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
4 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
4 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| iA Global Asset Management Inc. |
4 |
| American Capital Advisory, LLC |
4 |
| River & Mercantile Asset Management Llp |
4 |
| Quaker Wealth Management, LLC |
4 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
| RFG Advisory, LLC |
4 |
| Price Capital Management, Inc. |
4 |
| AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
4 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
4 |
| Gargoyle Investment Advisor L.L.C. |
4 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
4 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
4 |
| Lsv Asset Management |
4 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
4 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
4 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
4 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
| Spdr S&p 500 Etf Trust |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
4 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
4 |
| Delta Lloyd Nv |
4 |
| Putnam Fl Investment Management Co |
4 |
| Mine & Arao Wealth Creation & Management, LLC. |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| Anfield Capital Management, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| Winfield Associates, Inc. |
4 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
4 |
| Capital Management Associates /ny/ |
4 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
4 |
| Argent Trust Co |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| CenterStar Fund, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
4 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
4 |
| Madison Asset Management, LLC |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF |
4 |
| Sonora Investment Management, LLC |
4 |
| Thomasville National Bank |
4 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
4 |
| Westchester Capital Management, LLC |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| Coastline Trust Co |
4 |
| EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
4 |
| BLPIX - Profunds - Bull Profund Investor Class |
4 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
4 |
| Yorktown Management & Research Co Inc |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
4 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
4 |
| Deseret Mutual Benefit Administrators |
4 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Nbt Bank N A /ny |
4 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
4 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
4 |
| Chicago Partners Investment Group LLC |
4 |
| Transcend Wealth Collective, Llc |
4 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
4 |
| Stonebridge Capital Management Inc |
4 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
4 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
4 |
| Stephenson National Bank & Trust |
4 |
| CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
4 |
| Ckw Financial Group |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
4 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
4 |
| TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
4 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
4 |
| RMR Wealth Builders |
4 |
| Amica Retiree Medical Trust |
4 |
| F&C Asset Management plc |
4 |
| Winton Capital Management Ltd |
4 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Connor Clark & Lunn Investment Management Ltd |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
4 |
| Peoples Financial Services Corp. |
4 |
| Accent Capital Management, LLC |
4 |
| IMA Wealth, Inc. |
4 |
| Glg Inc. |
4 |
| Richardson Financial Services Inc. |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
4 |
| Harding Loevner Lp |
4 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 |
4 |
| Rosenberg Matthew Hamilton |
4 |
| Boyd Watterson Asset Management Llc/oh |
4 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
4 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
4 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
4 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
4 |
| Integrated Wealth Management |
4 |
| IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
4 |
| Founders Financial Securities Llc |
4 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
4 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
4 |
| Jarislowsky, Fraser Ltd |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| Capital Investment Advisors, LLC |
4 |
| Alta Advisers Ltd |
4 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
4 |
| EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
4 |
| WISEX - AZZAD FUNDS - Azzad Wise Capital Fund |
4 |
| Cowen Group, Inc. |
4 |
| EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
4 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
4 |
| AMF Pensionsforsakring AB |
4 |
| Highline Wealth Partners Llc |
4 |
| Nwq Investment Management Company, Llc |
4 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
4 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
4 |
| Beese Fulmer Investment Management, Inc. |
4 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
4 |
| HighPoint Advisor Group LLC |
4 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
4 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
4 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
| NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
4 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
| IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
4 |
| RWC Asset Management LLP |
4 |
| Rotella Capital Management, Inc. |
4 |
| Waterloo Capital, L.P. |
4 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
4 |
| Hl Financial Services Llc |
4 |
| KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF |
4 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
4 |
| Odey Asset Management Group Ltd |
4 |
| Ransom Advisory, Ltd |
4 |
| Kempen Capital Management N.v. |
4 |
| Southpoint Capital Advisors LP |
4 |
| Essex Financial Services, Inc. |
4 |
| Curian Capital Llc |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
4 |
| Echo Street Capital Management LLC |
4 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
4 |
| Kanawha Capital Management Llc |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
4 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
4 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
4 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
4 |
| ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
4 |
| Psagot Investment House Ltd. |
4 |
| Fortaleza Asset Management Inc/ |
4 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
4 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| Hallmark Capital Management Inc |
4 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
| LVW Advisors, LLC |
4 |
| IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
4 |
| Haverford Trust Co |
4 |
| Groupama Asset Managment |
4 |
| Bp Plc |
4 |
| Lgt Capital Partners Ltd. |
4 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
4 |
| Tradewinds Capital Management, LLC |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| Richard Bernstein Advisors LLC |
4 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
| Hobbs Group Advisors, LLC |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
4 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
| Nelson Capital Management, LLC |
4 |
| Erste Asset Management GmbH |
4 |
| YHB Investment Advisors, Inc. |
4 |
| Northwest Investment Counselors, Llc |
4 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| Texas Yale Capital Corp. |
4 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
4 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
4 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
| Main Street Group, LTD |
4 |
| TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
4 |
| FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
4 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
4 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
| Tema ETF Trust - Tema Luxury ETF |
4 |
| Hoxton Financial, Inc. |
4 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
4 |
| LM Advisors LLC |
4 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
4 |
| Scout Investments, Inc. |
4 |
| EFG Asset Management (Americas) Corp. |
4 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
4 |
| Westport Resources Management Inc |
4 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
4 |
| Caitlin John, LLC |
4 |
| Wedge Capital Management L L P/nc |
4 |
| Foresters Investment Management Company, Inc. |
4 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
4 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
4 |
| Sanders Morris Harris Llc |
4 |
| KKR Credit Opportunities Portfolio |
4 |
| Agf Management Ltd |
4 |
| Axiom Investment Management LLC |
4 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
4 |
| First Pacific Financial |
4 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| WealthPLAN Partners, LLC |
4 |
| Osterweis Capital Management Inc |
4 |
| BRC Investment Management LLC |
4 |
| Atlantic Union Bankshares Corp |
4 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
4 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
4 |
| Lee Danner & Bass Inc |
4 |
| Qci Asset Management Inc/ny |
4 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
4 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
4 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
| Kalos Management, Inc. |
4 |
| PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
4 |
| Financial Network Wealth Advisors LLC |
4 |
| Wesbanco Bank Inc |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
4 |
| Granite Investment Partners, LLC |
4 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
4 |
| Bank Of The West |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
4 |
| Horan Securities, Inc. |
4 |
| Douglas Lane & Associates, LLC |
4 |
| Alpha Omega Wealth Management LLC |
4 |
| Old Second National Bank Of Aurora |
4 |
| BW Gestao de Investimentos Ltda. |
4 |
| Exane Derivatives |
4 |
| Colonial Trust Advisors |
4 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
4 |
| SeaTown Holdings Pte. Ltd. |
4 |
| EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
4 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
4 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
4 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
4 |
| Rathbone Brothers plc |
4 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
4 |
| Tradeworx Inc. |
4 |
| Syverson Strege & Co |
4 |
| New England Securities Corp /MA/ |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| WFG Advisors, LP |
4 |
| Aaron Wealth Advisors LLC |
4 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
4 |
| Symmetry Investments LP |
4 |
| Forsta Ap-fonden |
4 |
| Frazier Financial Advisors, LLC |
4 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
4 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| Golden State Equity Partners |
4 |
| FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
4 |
| CFS Investment Advisory Services, LLC |
4 |
| Barrett Asset Management, LLC |
4 |
| Spring Creek Capital Llc |
4 |
| New Jersey Better Educational Savings Trust |
4 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
4 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
4 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
4 |
| Warberg Asset Management LLC |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| Advanced Series Trust - Ast International Growth Portfolio |
4 |
| InterOcean Capital Group, LLC |
4 |
| F/M Investments LLC |
4 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
| APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| Standard Family Office LLC |
4 |
| Turner Investments, L.p. |
4 |
| Kozak & Associates, Inc. |
4 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
4 |
| Howard Hughes Medical Institute |
4 |
| Bahl & Gaynor Inc |
4 |
| Robbins Farley Llc |
4 |
| Childress Capital Advisors, Llc |
4 |
| Sather Financial Group Inc |
4 |
| SOA Wealth Advisors, LLC. |
4 |
| MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A |
4 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
4 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| Zeke Capital Advisors, Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
4 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
4 |
| RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| Headinvest, Llc |
4 |
| First Allied Advisory Services, Inc. |
4 |
| Guardian Capital Advisors Lp |
4 |
| Starboard Value LP |
4 |
| Geduld E E |
4 |
| Sustainable Growth Advisers, LP |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
4 |
| Syntax Advisors, Llc |
4 |
| Advisors Preferred, LLC |
4 |
| Welch & Forbes Llc |
4 |
| Union Bancaire Privee, UBP SA |
4 |
| Truxt Investmentos Ltda. |
4 |
| Capital Asset Advisory Services LLC |
4 |
| Adams Diversified Equity Fund, Inc. |
4 |
| Guardian Life Insurance Co Of America |
4 |
| NewEdge Wealth, LLC |
4 |
| Beech Hill Advisors, Inc. |
4 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
4 |
| Pier Capital, LLC |
4 |
| Invictus RG Pte. Ltd. |
4 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
4 |
| Analytic Investors, LLC |
4 |
| Sierra Capital LLC |
4 |
| PIMCO Dynamic Income Opportunities Fund |
4 |
| Dynamic Capital Management Ltd |
4 |
| Y.D. More Investments Ltd |
4 |
| Advantage Trust Co |
4 |
| Jabre Capital Partners S.A. |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund |
4 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
4 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
4 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
4 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
| Epoch Investment Partners, Inc. |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| Silphium Asset Management Ltd |
4 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
4 |
| Dearborn Partners Llc |
4 |
| DSC Advisors, L.P. |
4 |
| First Foundation Advisors |
4 |
| Zions Bancorporation |
4 |
| HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
4 |
| Northwest Financial Advisors |
4 |
| Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
4 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
4 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
4 |
| Clough Capital Partners L P |
4 |
| FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
4 |
| Calamos Wealth Management LLC |
4 |
| Nicholas Investment Partners, LP |
4 |
| Bailard, Inc. |
4 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
4 |
| Braun Stacey Associates Inc |
4 |
| FourThought Financial, LLC |
4 |
| Tlp Group Llc |
4 |
| Silicon Valley Capital Partners |
4 |
| Cypress Capital Group |
4 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
4 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
4 |
| Us Financial Advisors, Llc |
4 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
4 |
| Atika Capital Management LLC |
4 |
| Unique Wealth Strategies, LLC |
4 |
| Bank Of Nova Scotia Trust Co |
4 |
| Chilton Investment Co Llc |
4 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
4 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
4 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
4 |
| Gilliland Jeter Wealth Management LLC |
4 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
4 |
| Provenance Wealth Advisors, LLC |
4 |
| PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
4 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
4 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
4 |
| Apollo Management Holdings, L.P. |
4 |
| HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
4 |
| Paladin Advisory Group, LLC |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
4 |
| Gupta Wealth Management LLC |
4 |
| CSat Investment Advisory, L.P. |
4 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
4 |
| Bronson Point Management LLC |
4 |
| Sheets Smith Wealth Management |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
4 |
| Zimmer Partners, LP |
4 |
| Sciencast Management LP |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
4 |
| Rocky Mountain Advisers, Llc |
4 |
| Barington Capital Group, L.p. |
4 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
| JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF |
4 |
| IMG Wealth Management, Inc. |
4 |
| YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| Mosaic Family Wealth, LLC |
4 |
| Jain Global LLC |
4 |
| XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund |
4 |
| Missouri Trust & Investment Co |
4 |
| Rakuten Securities, Inc. |
4 |
| Lecap Asset Management Ltd |
4 |
| JS Capital Management LLC |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Sandy Cove Advisors, LLC |
4 |
| Associated Banc-corp |
4 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
4 |
| Banque Pictet & Cie Sa |
4 |
| Bluestein R H & Co |
4 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| Lincoln National Corp |
4 |
| Suffolk Capital Management Llc |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| Boulder Hill Capital Management Lp |
4 |
| People's United Financial, Inc. |
4 |
| Stonegate Investment Group, LLC |
4 |
| Capula Management Ltd |
4 |
| TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A |
4 |
| Saba Capital Management, L.P. |
4 |
| Profunds - Profund Vp Ultrabull |
4 |
| CenterBook Partners LP |
4 |
| Parthenon Llc |
4 |
| Profunds - Profund Vp Bull |
4 |
| Mariner Investment Group Llc |
4 |
| Profunds - Profund Vp Small-cap Growth |
4 |
| Profunds - Profund Vp Large-cap Growth |
4 |
| Murphy & Mullick Capital Management Corp |
4 |
| Cannell Peter B & Co Inc |
4 |
| Profunds - Profund Vp Small-cap Value |
4 |
| Profunds - Profund Vp Large-cap Value |
4 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
| Caisse Des Depots Et Consignations |
4 |
| Nippon Life Global Investors Americas, Inc. |
4 |
| Allegis Investment Advisors, LLC |
4 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
4 |
| Capricorn Fund Managers Ltd |
4 |
| Congress Asset Management Co /ma |
4 |
| Turtle Creek Wealth Advisors, LLC |
4 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
4 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
4 |
| Cleararc Capital Inc |
4 |
| Polymer Capital Management (US) LLC |
4 |
| Mbb Public Markets I Llc |
4 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| Roble, Belko & Company, Inc |
4 |
| Champlain Investment Partners, LLC |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| Corton Capital Inc. |
4 |
| Western Pacific Wealth Management, LP |
4 |
| Elequin Capital Lp |
4 |
| Parkwood LLC |
4 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
4 |
| Princeton Alpha Management LP |
4 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
4 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
4 |
| First Community Trust Na |
4 |
| Fayez Sarofim & Co |
4 |
| Spears Abacus Advisors LLC |
4 |
| Whitnell & Co. |
4 |
| Tyler-Stone Wealth Management |
4 |
| Busey Wealth Management |
4 |
| IndexIQ Advisors LLC |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
| CWA Asset Management Group, LLC |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
4 |
| SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
4 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| Boston Family Office Llc |
4 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
| Lmp Capital & Income Fund Inc. |
4 |
| Cardinal Point Capital Management, ULC |
4 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
4 |
| City National Bank |
4 |
| Premier Fund Managers Ltd |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
4 |
| Hosking & Co Ltd |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| Pimco Dynamic Credit & Mortgage Income Fund |
4 |
| Stance Capital Llc |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
4 |
| Symons Capital Management Inc |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
4 |
| Householder Group Estate & Retirement Specialist, LLC |
4 |
| Safeguard Financial, LLC |
4 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
4 |
| Bradley Foster & Sargent Inc/ct |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
4 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| Amica Mutual Insurance Co |
4 |
| QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
4 |
| Banyan Partners, LLC |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
4 |
| Hazlett, Burt & Watson, Inc. |
4 |
| Country Club Bank /gfn |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
4 |
| AMG National Trust Bank |
4 |
| Baron Wealth Management LLC |
4 |
| Tcwp Llc |
4 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| Man Investments Ltd |
4 |
| Cable Hill Partners, LLC |
4 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
| Baader Bank INC |
4 |
| Mfs Intermediate High Income Fund |
4 |
| Estabrook Capital Management |
4 |
| Jackson, Grant Investment Advisers, Inc. |
4 |
| Coronation Fund Managers Ltd. |
4 |
| Alerus Financial Na |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| Atomi Financial Group, Inc. |
4 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
4 |
| UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
4 |
| CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
4 |
| IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
4 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
| Harbour Capital Advisors, LLC |
4 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
4 |
| Westfield Capital Management Co Lp |
4 |
| Wilmington Funds Management Corp |
4 |
| DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
4 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
| Prentice Capital Management, LP |
4 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
| MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
4 |
| Elite Wealth Management, Inc. |
4 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
4 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
4 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class |
4 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
| Retirement Guys Formula Llc |
4 |
| Rossby Financial, LCC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
4 |
| Fiera Capital Corp |
4 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
4 |
| Kepos Capital LP |
4 |
| Cornercap Investment Counsel Inc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
4 |
| First Bank & Trust |
4 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
4 |
| Columbia Partners L L C Investment Management |
4 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
| Axxcess Wealth Management, Llc |
4 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
| Chiron Investment Management, LLC |
4 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
4 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
4 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
4 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
4 |
| Jennison Associates Llc |
4 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
| Carmignac Gestion |
4 |
| Private Advisory Group LLC |
4 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
4 |
| V-Square Quantitative Management LLC |
4 |
| Romano Brothers And Company |
4 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
| Third Point LLC |
4 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
| Brewin Dolphin Wealth Management Ltd |
4 |
| Perennial Advisors, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
4 |
| Ingalls & Snyder Llc |
4 |
| Pnc Funds |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| First Capital Advisors Group, LLC. |
4 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
4 |
| Brave Asset Management Inc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| Channing Capital Management, LLC |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| Rexford Capital Inc |
4 |
| Drive Wealth Management, Llc |
4 |
| Oasis Management Co Ltd. |
4 |
| Symmetry Partners, LLC |
4 |
| XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
4 |
| M Holdings Securities, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| Fidelis Capital Partners, LLC |
4 |
| MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares |
4 |
| Empirical Finance, LLC |
4 |
| Glass Jacobson Investment Advisors llc |
4 |
| Team Hewins, LLC |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| Fullerton Fund Management Co Ltd |
4 |
| Cary Street Partners Financial Llc |
4 |
| Sustainable Insight Capital Management, LLC |
4 |
| Longfellow Investment Management Co Llc |
4 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
| ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
4 |
| Qsemble Capital Management, LP |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| Greenwood Capital Associates Llc |
4 |
| HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
4 |
| HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia |
4 |
| Insigneo Advisory Services, Llc |
4 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
4 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| Moran Wealth Management, LLC |
4 |
| Oversea-Chinese Banking CORP Ltd |
4 |
| Folger Hill Asset Management LP |
4 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
4 |
| Tyers Asset Management LLC |
4 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
| Pin Oak Investment Advisors Inc |
4 |
| Genesee Valley Trust Co |
4 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
4 |
| Marino, Stram & Associates Llc |
4 |
| Solstein Capital, LLC |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
4 |
| M&r Capital Management Inc |
4 |
| IFM Investors Pty Ltd |
4 |
| Icon Advisers Inc/co |
4 |
| Canandaigua National Bank & Trust Co |
4 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
4 |
| K2 Principal Fund, L.p. |
4 |
| West Paces Advisors Inc. |
4 |
| Rossmore Private Capital |
4 |
| Burleson & Company, LLC |
4 |
| Varma Mutual Pension Insurance Co |
4 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
4 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
| Water Island Capital Llc |
4 |
| LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF |
4 |
| Heritage Trust Co |
4 |
| Emerald Investment Partners, Llc |
4 |
| West Branch Capital LLC |
4 |
| Elo Mutual Pension Insurance Co |
4 |
| Westside Investment Management, Inc. |
4 |
| Dynasty Wealth Management, Llc |
4 |
| JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
4 |
| Silvant Capital Management LLC |
4 |
| Park Place Capital Corp |
4 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
4 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
4 |
| JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| Achmea Investment Management B.V. |
4 |
| Ceredex Value Advisors LLC |
4 |
| RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
4 |
| Hall Laurie J Trustee |
4 |
| Lake Street Advisors Group, Llc |
4 |
| Greenland Capital Management LP |
4 |
| Altshuler Shaham Ltd |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| 6 Meridian |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
| Spot Trading L.l.c. |
4 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| Savoir Faire Capital Management, L.P. |
4 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
4 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
4 |
| Minot DeBlois Advisors LLC |
4 |
| AlphaStar Capital Management, LLC |
4 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
4 |
| Garner Asset Management Corp |
4 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
4 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
4 |
| Pflug Koory, LLC |
4 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
4 |
| Boenning & Scattergood, Inc. |
4 |
| Mesirow Financial Investment Management, Inc. |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| Delpha Capital Management, Llc |
4 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
4 |
| Equitable Holdings, Inc. |
4 |
| Pittenger & Anderson Inc |
4 |
| Freestone Grove Partners LP |
4 |
| Zions Bancorporation, National Association /ut/ |
4 |
| REAP Financial Group, LLC |
4 |
| Selective Wealth Management, Inc. |
4 |
| Courier Capital Llc |
4 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
| Ibex Investors LLC |
3 |
| Sumitomo Life Insurance Co |
3 |
| Hollow Brook Wealth Management LLC |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Tiger Global Management Llc |
3 |
| Fosun International Ltd |
3 |
| Whitebox Advisors Llc |
3 |
| Highland Capital Management Lp |
3 |
| Wasatch Advisors Inc |
3 |
| Prospector Partners Llc |
3 |
| Lansdowne Partners (uk) Llp |
3 |
| River Road Asset Management, LLC |
3 |
| Glazer Capital, Llc |
3 |
| Cortina Asset Management, LLC |
3 |
| Global X Management CO LLC |
3 |
| Aristeia Capital Llc |
3 |
| Tremblant Capital Group |
3 |
| Passport Capital, LLC |
3 |
| Shepherd Kaplan Krochuk, Llc |
3 |
| Independent Franchise Partners LLP |
3 |
| Rs Investment Management Co Llc |
3 |
| Eidelman Virant Capital |
3 |
| Marathon Capital Management |
3 |
| Jupiter Asset Management Ltd |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| Hourglass Capital, Llc |
3 |
| Albion Financial Group /ut |
3 |
| Bessemer Securities Llc |
3 |
| Agf Investments Inc. |
3 |
| Janney Capital Management LLC |
3 |
| Arbor Wealth Management, LLC |
3 |
| Accident Compensation Corp |
3 |
| Sand Hill Global Advisors, LLC |
3 |
| Dixon Hubard Feinour & Brown Inc/va |
3 |
| Granahan Investment Management Inc/ma |
3 |
| Symphony Asset Management Llc |
3 |
| Polen Capital Management Llc |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Capital International Sarl |
3 |
| Capital International Ltd /ca/ |
3 |
| Tran Capital Management, L.p. |
3 |
| Roosevelt Investment Group Llc |
3 |
| Foster Dykema Cabot & Co Inc/ma |
3 |
| Optimum Investment Advisors |
3 |
| Mazama Capital Management Inc |
3 |
| Argent Capital Management Llc |
3 |
| Monetary Management Group Inc |
3 |
| South Texas Money Management Ltd |
3 |
| American Assets Investment Management, LLC |
3 |
| Ruffer LLP |
3 |
| Amerivest Investment Management LLC |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| S&t Bank/pa |
3 |
| Parsons Capital Management Inc/ri |
3 |
| Cypress Asset Management Inc/tx |
3 |
| Wilmington Trust Co |
3 |
| Cooke & Bieler Lp |
3 |
| Portolan Capital Management, LLC |
3 |
| Apex Capital Management |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Bragg Financial Advisors, Inc |
3 |
| Palisade Capital Management Llc/nj |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| Vanguard Horizon Funds |
3 |
| London Co Of Virginia |
3 |
| Vanguard Explorer Fund |
3 |
| Twin Capital Management Inc |
3 |
| Howland Capital Management Llc |
3 |
| Vanguard Windsor Funds |
3 |
| Lloyds Banking Group plc |
3 |
| Adirondack Trust Co |
3 |
| Alta Capital Management Llc/ |
3 |
| Auxier Asset Management |
3 |
| Seizert Capital Partners, Llc |
3 |
| Winslow Asset Management Inc |
3 |
| GFS Advisors, LLC |
3 |
| Evermay Wealth Management Llc |
3 |
| Keel Point, LLC |
3 |
| Lindsell Train Ltd |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Schulhoff & Co Inc |
3 |
| Northeast Investment Management |
3 |
| Gamble Jones Investment Counsel |
3 |
| Bourgeon Capital Management Llc |
3 |
| Sawgrass Asset Management Llc |
3 |
| Pictet & Cie (Europe) SA |
3 |
| First National Trust Co |
3 |
| Obermeyer Wood Investment Counsel, Lllp |
3 |
| Paragon Capital Management LLC |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| Miracle Mile Advisors, LLC |
3 |
| Bank Pictet & Cie (asia) Ltd |
3 |
| LBA Wealth Management, LLC |
3 |
| Corrado Advisors, Llc |
3 |
| Chelsea Counsel Co |
3 |
| Wealthcare Capital Management Llc |
3 |
| Security National Trust Co |
3 |
| Financial Enhancement Group LLC |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| Zevenbergen Capital Investments Llc |
3 |
| EULAV Asset Management |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| Ascend Capital, Llc |
3 |
| Waters Parkerson & Co., Llc |
3 |
| Guardian Capital Lp |
3 |
| Advisors Capital Management, LLC |
3 |
| HBK Sorce Advisory LLC |
3 |
| Taconic Capital Advisors LP |
3 |
| Choate Investment Advisors |
3 |
| Woodmont Investment Counsel Llc |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Cookson Peirce & Co Inc |
3 |
| Bbr Partners, Llc |
3 |
| Legato Capital Management LLC |
3 |
| Uniplan Investment Counsel, Inc. |
3 |
| Ironsides Asset Advisors, LLC |
3 |
| Boston Financial Mangement Llc |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Sarasin & Partners LLP |
3 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
3 |
| Connective Capital Management, LLC |
3 |
| Ashfield Capital Partners, LLC |
3 |
| Teton Advisors, Inc. |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Clear Investment Research, Llc |
3 |
| Pointe Capital Management LLC |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| Front Barnett Associates Llc |
3 |
| Fulton Breakefield Broenniman Llc |
3 |
| Regentatlantic Capital Llc |
3 |
| Martin Investment Management, LLC |
3 |
| Simply Money Advisors |
3 |
| Investment House Llc |
3 |
| Lebenthal Holdings,LLC |
3 |
| First New York Securities Llc /ny |
3 |
| Northpointe Capital Llc |
3 |
| Scott & Selber, Inc. |
3 |
| Argentus Capital Management, LLC |
3 |
| Northstar Group, Inc. |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| Jensen Investment Management Inc |
3 |
| Cobiz Investment Management, Llc |
3 |
| Perpetual Ltd |
3 |
| Narwhal Capital Management |
3 |
| Emerald Advisers, Llc |
3 |
| TD Securities (USA) LLC |
3 |
| Parsec Financial Management, Inc. |
3 |
| High Point Bank & Trust Co |
3 |
| WestEnd Advisors, LLC |
3 |
| Athena Capital Advisors Llc |
3 |
| Naples Global Advisors, Llc |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Maple Securities Usa Inc |
3 |
| Tufton Capital Management |
3 |
| Dorsey Wright & Associates |
3 |
| Community Financial Services Group, LLC |
3 |
| Regal Investment Advisors LLC |
3 |
| Dowling & Yahnke Llc |
3 |
| Butensky & Cohen Financial Security, Inc |
3 |
| Meritage Portfolio Management |
3 |
| Bridges Investment Management Inc |
3 |
| Country Club Trust Company, n.a. |
3 |
| Horrell Capital Management, Inc. |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| Charter Trust Co |
3 |
| Riverbridge Partners Llc |
3 |
| Breton Hill Capital Ltd. |
3 |
| Visionary Asset Management, Inc. |
3 |
| Ivory Investment Management, Llc |
3 |
| Avalon Advisors, Llc |
3 |
| Brighton Jones Llc |
3 |
| Redwood Investments, LLC |
3 |
| Coyle Financial Counsel LLC |
3 |
| Capital Impact Advisors, LLC |
3 |
| Ranger Investment Management, L.P. |
3 |
| OTA Financial Group L.P. |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| Rit Capital Partners Plc |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| Rockefeller Financial Services Inc |
3 |
| Denver Investment Advisors Llc |
3 |
| TradeLink Capital LLC |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Papp L Roy & Associates |
3 |
| Zwj Investment Counsel Inc |
3 |
| Blackhill Capital Inc |
3 |
| Graybill Bartz & Assoc Ltd |
3 |
| Flossbach Von Storch Ag |
3 |
| Intersect Capital LLC |
3 |
| Roffman Miller Associates Inc /pa/ |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| WealthTrust Fairport, LLC |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Rice Hall James & Associates, Llc |
3 |
| Farmers Trust Co |
3 |
| Hartford Financial Management Inc. |
3 |
| Strategic Advisors LLC |
3 |
| Hosking Partners LLP |
3 |
| Ami Asset Management Corp |
3 |
| Kwmg, Llc |
3 |
| Old Point Trust & Financial Services N A |
3 |
| Foundry Partners, LLC |
3 |
| Stewart & Patten Co Llc |
3 |
| Acropolis Investment Management, LLC |
3 |
| Fruth Investment Management |
3 |
| Jacobs & Co/ca |
3 |
| St. Johns Investment Management Company, LLC |
3 |
| Lincoln Capital LLC |
3 |
| Webster Bank, N. A. |
3 |
| Hartwell J M Limited Partnership |
3 |
| Wade G W & Inc |
3 |
| Exchange Capital Management, Inc. |
3 |
| CrestPoint Capital Management, LLC |
3 |
| Indiana Trust & Investment Management CO |
3 |
| Wunderlich Securities, Inc. |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| Denali Advisors Llc |
3 |
| West Oak Capital, LLC |
3 |
| Hilton Capital Management, LLC |
3 |
| Pensionfund DSM Netherlands |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Modera Wealth Management, LLC |
3 |
| Monashee Investment Management LLC |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Nwam Llc |
3 |
| HighTower Trust Services, LTA |
3 |
| Homrich & Berg |
3 |
| ARGI Investment Services, LLC |
3 |
| Callan Capital, LLC |
3 |
| BBT Capital Management, LLC |
3 |
| ACG Wealth |
3 |
| Oarsman Capital, Inc. |
3 |
| One Capital Management, LLC |
3 |
| Boussard & Gavaudan Investment Management LLP |
3 |
| Global Endowment Management, LP |
3 |
| Alexandria Capital, LLC |
3 |
| Willingdon Wealth Management |
3 |
| Ironwood Financial, llc |
3 |
| Yacktman Asset Management Lp |
3 |
| Ssi Investment Management Llc |
3 |
| Progeny 3, Inc. |
3 |
| Wolf Group Capital Advisors |
3 |
| Ycg, Llc |
3 |
| Verity & Verity, LLC |
3 |
| Northeast Financial Consultants Inc |
3 |
| Alethea Capital Management, Llc |
3 |
| Lucus Advisors Llc |
3 |
| Amica Pension Fund Board Of Trustees |
3 |
| Ledyard National Bank |
3 |
| QUANTRES ASSET MANAGEMENT Ltd |
3 |
| National Pension Service |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Smith, Moore & Co. |
3 |
| Curbstone Financial Management Corp |
3 |
| Atalanta Sosnoff Capital, Llc |
3 |
| James Investment Research Inc |
3 |
| Usca Ria Llc |
3 |
| Wendell David Associates Inc |
3 |
| Kessler Investment Group, LLC |
3 |
| Manikay Partners, LLC |
3 |
| Family Management Corp |
3 |
| Sentinel Asset Management, Inc. |
3 |
| Berkley W R Corp |
3 |
| Aureus Asset Management, LLC |
3 |
| Ramsay, Stattman, Vela & Price, Inc. |
3 |
| Hunter Associates Investment Management Llc |
3 |
| Crestwood Advisors Group LLC |
3 |
| Osher Van de Voorde Investment Management |
3 |
| Columbia Asset Management |
3 |
| GM Advisory Group, Inc. |
3 |
| PartnerRe Asset Management CORP |
3 |
| Strategic Global Advisors, LLC |
3 |
| Vision Capital Management, Inc. |
3 |
| Concert Wealth Management Inc. |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Boston Private Bank & Trust Co |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| Aristotle Capital Management, LLC |
3 |
| RHJ International SA |
3 |
| PARK CIRCLE Co |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Gabelli Equity Series Funds Inc |
3 |
| Cornerstone Advisory, LLC |
3 |
| Boston Trust Walden Corp |
3 |
| V Wealth Advisors LLC |
3 |
| VGI Partners Ltd |
3 |
| Shellback Capital, LP |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| Ramsey Quantitative Systems |
3 |
| Tributary Capital Management, LLC |
3 |
| Lakeview Capital Partners, LLC |
3 |
| Arcus Capital Partners, LLC |
3 |
| Stuart Chaussee & Associates, Inc. |
3 |
| Exane Asset Management |
3 |
| Syntal Capital Partners, LLC |
3 |
| Overland Advisors, LLC |
3 |
| Li Winifred I |
3 |
| Blackstone Group Inc |
3 |
| FDO Partners, LLC |
3 |
| Archford Capital Strategies, LLC |
3 |
| NorthRock Partners, LLC |
3 |
| U S Global Investors Inc |
3 |
| Crawford Investment Counsel Inc |
3 |
| Wafra Inc. |
3 |
| Verity Asset Management, Inc. |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| Plancorp, LLC |
3 |
| Governors Lane LP |
3 |
| Lomas Capital Management, LLC |
3 |
| Fort, L.p. |
3 |
| Suvretta Capital Management, Llc |
3 |
| Scion Asset Management, LLC |
3 |
| Pomelo Capital LLC |
3 |
| Opera Trading Capital |
3 |
| 361 Capital Llc |
3 |
| Signet Financial Management, Llc |
3 |
| Coastal Bridge Advisors, LLC |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| Ruggie Capital Group |
3 |
| Strategic Investment Management, Llc |
3 |
| Sessa Capital IM, L.P. |
3 |
| Ratan Capital Management LP |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Euclid Advisors LLC |
3 |
| First National Bank Of Omaha |
3 |
| Kernodle & Katon Asset Management Group, LLC |
3 |
| aeris Capital Holding GmbH |
3 |
| Tairen Capital Ltd |
3 |
| Nuance Investments, Llc |
3 |
| Olstein Capital Management, L.P. |
3 |
| Trillium Asset Management, Llc |
3 |
| Tyrus Capital S.A.M. |
3 |
| Clearline Capital LP |
3 |
| EverPoint Asset Management, LLC |
3 |
| Tiverton Asset Management Llc |
3 |
| Lebenthal Asset Management, LLC |
3 |
| ICONIQ Capital, LLC |
3 |
| Catapult Capital Management Llc |
3 |
| Railway Pension Investments Ltd |
3 |
| Guardian Investor Services Llc |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| Aurora Investment Counsel |
3 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| SevenBridge Financial Group, LLC |
3 |
| NuWave Investment Management, LLC |
3 |
| Nicholas Hoffman & Company, LLC. |
3 |
| Bellwether Investment Group, LLC |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| Arvest Trust Co N A |
3 |
| Stux Capital Management, LLC |
3 |
| Connecticut Wealth Management, LLC |
3 |
| Corient Capital Partners, LLC |
3 |
| AustralianSuper Pty Ltd |
3 |
| First Command Bank |
3 |
| First Command Financial Services, Inc. |
3 |
| Mascoma Wealth Management LLC |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| Sarofim Fayez |
3 |
| Elgethun Capital Management |
3 |
| McAdam, LLC |
3 |
| Covenant Asset Management, LLC |
3 |
| Cpwm, Llc |
3 |
| Flinton Capital Management LLC |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| GQG Partners LLC |
3 |
| Neuburgh Advisers LLC |
3 |
| Flaharty Asset Management, LLC |
3 |
| Pacific Center for Financial Services |
3 |
| Ritholtz Wealth Management |
3 |
| GSB Wealth Management, LLC |
3 |
| Elkhorn Investments, LLC |
3 |
| Omnia Family Wealth, LLC |
3 |
| Doyle Wealth Management |
3 |
| Ridgewood Investments LLC |
3 |
| SpiderRock Advisors, LLC |
3 |
| Morse Asset Management, Inc |
3 |
| Blue Sky Asset Management, LLC |
3 |
| Bfsg, Llc |
3 |
| Aua Capital Management, Llc |
3 |
| BDO Wealth Advisors, LLC |
3 |
| Intercontinental Wealth Advisors, LLC |
3 |
| Phoenix Holdings Ltd. |
3 |
| Ahrens Investment Partners LLC |
3 |
| Ferris Capital, Llc |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Capital Bank & Trust Co |
3 |
| Donoghue Forlines LLC |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Legacy Advisors, LLC |
3 |
| Close Asset Management Ltd |
3 |
| KCS Wealth Advisory |
3 |
| Tower View Investment Management & Research LLC |
3 |
| Port Capital LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| Lester Murray Antman dba SimplyRich |
3 |
| Global Trust Asset Management, LLC |
3 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
3 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
3 |
| Quadrant Private Wealth Management, LLC |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| Voya Emerging Markets High Dividend Equity Fund |
3 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| Allianzgi Convertible & Income Fund Ii |
3 |
| Allianzgi Convertible & Income Fund |
3 |
| Forum Funds |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Nuveen Senior Income Fund |
3 |
| Nuveen Floating Rate Income Opportunity Fund |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
| RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Nuveen Global High Income Fund |
3 |
| Blackstone / Gso Long-short Credit Income Fund |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
3 |
| Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
3 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
3 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
3 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
| PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
| Tri-continental Corp |
3 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
3 |
| Pimco Income Opportunity Fund |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| Pimco Global Stocksplus & Income Fund |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| Trust For Advisor Solutions |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
3 |
| MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
3 |
| Transamerica Partners Funds Group |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
| Blackrock Enhanced Global Dividend Trust |
3 |
| BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| Korea Fund Inc |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| Oppenheimer Etf Trust |
3 |
| New America High Income Fund Inc |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| Oppenheimer Global Multi Strategies Fund |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
3 |
| PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
3 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
3 |
| MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| American Independence Funds Trust |
3 |
| PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
3 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| Calamos Convertible Opportunities & Income Fund |
3 |
| Calamos Convertible & High Income Fund |
3 |
| Calamos Dynamic Convertible & Income Fund |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| Acap Strategic Fund |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
| Underlying Funds Trust |
3 |
| Capstone Series Fund Inc |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Cypress Wealth Services, LLC |
3 |
| Monument Capital Management |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| PrairieView Partners, LLC |
3 |
| Northwest Capital Management Inc |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Tibra Equities Europe Ltd |
3 |
| Keystone Financial Group |
3 |
| Taylor Hoffman Wealth Management |
3 |
| Santori & Peters, Inc. |
3 |
| BancorpSouth Bank |
3 |
| Poehling Capital Management, LLC |
3 |
| Kaizen Advisory, Llc |
3 |
| Icon Wealth Partners, LLC |
3 |
| James Hambro & Partners |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| Partners Capital Investment Group, Llp |
3 |
| Truewealth Llc |
3 |
| MYDA Advisors LLC |
3 |
| Stormborn Capital Management, Llc |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| Providence Capital Advisors, LLC |
3 |
| MANA Advisors LLC |
3 |
| PDS Planning, Inc |
3 |
| Dynamo Administracao de Recursos Ltda. |
3 |
| First Command Advisory Services, Inc. |
3 |
| MainStreet Investment Advisors LLC |
3 |
| CWM Advisors, LLC |
3 |
| Pfs Investments Inc. |
3 |
| Banco de Sabadell, S.A |
3 |
| McMahon Financial Advisors, LLC |
3 |
| Diametric Capital, LP |
3 |
| Virtue Capital Management, LLC |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| CNB Bank |
3 |
| Wagner Wealth Management, Llc |
3 |
| Centerpoint Advisors, LLC |
3 |
| Winthrop Partners - Wny, Llc |
3 |
| McIlrath & Eck, LLC |
3 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
3 |
| Fs Credit Income Fund |
3 |
| Krane Funds Advisors LLC |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| LFA - Lugano Financial Advisors SA |
3 |
| Canton Hathaway, LLC |
3 |
| Taikang Asset Management (Hong Kong) Co Ltd |
3 |
| Penn Mutual Asset Management, LLC |
3 |
| Vectors Research Management, LLC |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| Hotaling Investment Management, LLC |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Eukles Asset Management |
3 |
| Allred Capital Management, LLC |
3 |
| Roman Butler Fullerton & Co |
3 |
| Enlightenment Research, LLC |
3 |
| Angeles Investment Advisors, LLC |
3 |
| Coastal Capital Group, Inc. |
3 |
| Mizuho Securities Usa Llc |
3 |
| Apexium Financial, Lp |
3 |
| Arabesque Asset Management Ltd |
3 |
| Aptus Capital Advisors, LLC |
3 |
| 9258 Wealth Management, LLC |
3 |
| Islet Management, LP |
3 |
| Magnus Financial Group LLC |
3 |
| PRW Wealth Management LLC |
3 |
| Rokos Capital Management LLP |
3 |
| Seeyond |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| Antara Capital LP |
3 |
| Nalls Sherbakoff Group, Llc |
3 |
| Strategic Blueprint, LLC |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Human Investing LLC |
3 |
| Knuff & Co LLC |
3 |
| Mid Atlantic Financial Management Inc/adv |
3 |
| Western Wealth Management, LLC |
3 |
| Quest Capital Management Inc /adv |
3 |
| Clarfeld Financial Advisors, Llc |
3 |
| Voleon Capital Management Lp |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| Surevest, LLC |
3 |
| Foster Victor Wealth Advisors, LLC |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Liberty Wealth Management Llc |
3 |
| KG&L Capital Management,LLC |
3 |
| Wesleyan Assurance Society |
3 |
| Next Financial Holdings |
3 |
| Principal Street Partners, LLC |
3 |
| Thor Advisors, Llc |
3 |
| Weaver Consulting Group |
3 |
| WT Asset Management Ltd |
3 |
| Enterprise Trust & Investment Co |
3 |
| Patton Fund Management, Inc. |
3 |
| Jump Trading, Llc |
3 |
| OneAscent Financial Services LLC |
3 |
| Keudell/Morrison Wealth Management |
3 |
| Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF |
3 |
| Campbell Multi-strategy Trust |
3 |
| Ilmarinen Mutual Pension Insurance Co |
3 |
| Alaska Permanent Fund Corp |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
3 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
3 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 |
3 |
| JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A |
3 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
| JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
3 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
3 |
| NMIEX - Northern Funds - Active M International Equity Fund |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
3 |
| JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
| PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I |
3 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
3 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
3 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares |
3 |
| RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
3 |
| EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
3 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
3 |
| WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
3 |
| QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
3 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class |
3 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
3 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
3 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
| QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
3 |
| IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV |
3 |
| MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
3 |
| MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I |
3 |
| MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I |
3 |
| RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
3 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
| PENN SERIES FUNDS INC - Large Cap Growth Fund |
3 |
| PENN SERIES FUNDS INC - Emerging Markets Equity Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
3 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
| Guardian Variable Products Trust - Guardian International Growth VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
3 |
| UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
3 |
| CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
3 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
3 |
| QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
3 |
| QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
3 |
| AQINX - AQR Funds - AQR International Equity Fund Class N |
3 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
3 |
| QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
3 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
3 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
3 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
| BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
3 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
3 |
| Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
| IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
| IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
| IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
3 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
3 |
| IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
3 |
| IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
3 |
| IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
3 |
| TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class |
3 |
| TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
3 |
| ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class |
3 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
3 |
| PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
3 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
3 |
| MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
| DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
3 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
3 |
| FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF |
3 |
| RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
3 |
| EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
3 |
| DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
| DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
3 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
3 |
| EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
3 |
| EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A |
3 |
| DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
3 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
| CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A |
3 |
| CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A |
3 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
| WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
3 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
3 |
| WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
3 |
| WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N |
3 |
| BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 |
3 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
3 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
| BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund |
3 |
| RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I |
3 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| Profunds - Profund Vp Mid-cap Growth |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
3 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
3 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A |
3 |
| EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
3 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
3 |
| SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
3 |
| SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
3 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
3 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
3 |
| MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
3 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
| AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
3 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
3 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A |
3 |
| DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
3 |
| ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A |
3 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
3 |
| HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional |
3 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
3 |
| BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES |
3 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
| FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
3 |
| FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
3 |
| FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
3 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
3 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
3 |
| FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
3 |
| FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
3 |
| FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund |
3 |
| FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
3 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
3 |
| HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
| JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 |
3 |
| VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
3 |
| JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
3 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
| JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
3 |
| LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
3 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
3 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
3 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
3 |
| TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
3 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
3 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
3 |
| CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
3 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
3 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
3 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
3 |
| IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| NEED - Direxion Shares ETF Trust - Direxion Daily Consumer Staples Bull 3X Shares |
3 |
| RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
3 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
3 |
| YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
3 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
3 |
| IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
3 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
3 |
| BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
3 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
| VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
3 |
| CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
3 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
3 |
| IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
3 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
| FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 |
3 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
3 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
| Silicon Hills Wealth Management, LLC |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
3 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| PFG Private Wealth Management, LLC |
3 |
| Savior LLC |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
3 |
| AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
| MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
3 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
3 |
| YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
3 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
3 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
3 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
3 |
| VLCGX - VALIC Co I - Large Capital Growth Fund |
3 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| VCSMX - VALIC Co I - Small Cap Fund |
3 |
| VCIGX - VALIC Co I - Dividend Value Fund |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
3 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
3 |
| GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
3 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
| EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
3 |
| SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
3 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
3 |
| EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
3 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
3 |
| EWJ - iShares, Inc. - iShares MSCI Japan ETF |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
3 |
| BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
3 |
| NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class |
3 |
| NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
3 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
3 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| Briaud Financial Planning, Inc |
3 |
| Cfm Wealth Partners Llc |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| Pacifica Partners Inc. |
3 |
| Minot Wealth Management LLC |
3 |
| JNE Partners LLP |
3 |
| Steel Peak Wealth Management LLC |
3 |
| Carolina Wealth Advisors, LLC |
3 |
| PIMCO Energy & Tactical Credit Opportunities Fund |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| Camden Capital, LLC |
3 |
| TBH Global Asset Management, LLC |
3 |
| Columbia Trust Co 01012016 |
3 |
| HBC Financial Services, PLLC |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Marcum Wealth, LLC |
3 |
| Menard Financial Group LLC |
3 |
| Lion Street Advisors, LLC |
3 |
| Kathmere Capital Management, LLC |
3 |
| Americana Partners, LLC |
3 |
| Aprio Wealth Management, LLC |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| Optas, LLC |
3 |
| Argent Advisors, Inc. |
3 |
| Great Lakes Retirement, Inc. |
3 |
| PAX Financial Group, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| FSA Wealth Management LLC |
3 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
| MADDEN SECURITIES Corp |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
| FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
3 |
| Verus Capital Partners, Llc |
3 |
| VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
3 |
| NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class |
3 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
3 |
| LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
3 |
| GlobalBridge, Inc. |
3 |
| Graypoint LLC |
3 |
| Veracity Capital LLC |
3 |
| IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF |
3 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| StrongBox Wealth, LLC |
3 |
| Atalaya Capital Management LP |
3 |
| tru Independence LLC |
3 |
| WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
3 |
| MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund |
3 |
| EICVX - FundVantage Trust - EIC Value Fund Class A |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF |
3 |
| SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
| OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
3 |
| KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
3 |
| LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| SPSK - Tidal ETF Trust - SP Funds Dow Jones Global Sukuk ETF |
3 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
3 |
| Atlas Private Wealth Advisors |
3 |
| WFA of San Diego, LLC |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II |
3 |
| JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
3 |
| MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
3 |
| First Horizon Corp |
3 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
3 |
| MPGVX - Gallery Trust - Mondrian Global Equity Value Fund |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
3 |
| Allianz Se |
3 |
| Tennessee Valley Asset Management Partners |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| Founders Financial Alliance, LLC |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| Bluefin Capital Management, Llc |
3 |
| Bnc Wealth Management, Llc |
3 |
| Chiron Capital Management, Llc |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| BlackRock Capital Allocation Trust |
3 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
3 |
| PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
3 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| Goodwin Investment Advisory |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Kinloch Capital, LLC |
3 |
| Nia Impact Advisors, Llc |
3 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
| MTM Investment Management, LLC |
3 |
| GoalVest Advisory LLC |
3 |
| McClarren Financial Advisors, Inc. |
3 |
| Black Swift Group, LLC |
3 |
| Future Financial Wealth Managment LLC |
3 |
| DCM Advisors, LLC |
3 |
| Mizuho Markets Americas Llc |
3 |
| Ellsworth Advisors, LLC |
3 |
| CBOE Vest Financial, LLC |
3 |
| Liontrust Investment Partners LLP |
3 |
| Altus Wealth Group LLC |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Inspire Advisors, LLC |
3 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
3 |
| Mcdonald Partners Llc |
3 |
| Interchange Capital Partners, LLC |
3 |
| CoreFirst Bank & Trust |
3 |
| One01 Capital, LP |
3 |
| Investment Management Corp of Ontario |
3 |
| Lazard Freres Gestion S.A.S. |
3 |
| Kowal Investment Group, LLC |
3 |
| Orion Capital Management LLC |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
3 |
| Absoluto Partners Gestao de Recursos Ltda |
3 |
| CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
3 |
| CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
3 |
| Bard Financial Services, Inc. |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
3 |
| Piscataqua Savings Bank |
3 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| Precision Wealth Strategies, LLC |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| Better Money Decisions, LLC |
3 |
| O'Neil Global Advisors, Inc. |
3 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
3 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Heritage Wealth Management, Llc |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| Triumph Capital Management |
3 |
| Emfo, Llc |
3 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
| NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| Advisor Resource Council |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
3 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
3 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
3 |
| FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| Strategic Asset Management, LLC |
3 |
| Smith Group Asset Management, LLC |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
3 |
| JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
3 |
| JB Capital LLC |
3 |
| EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
3 |
| FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
3 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
3 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
| GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Peterson Financial Group, Inc. |
3 |
| Renaissance Capital LLC |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Goodman Advisory Group, LLC |
3 |
| Retirement Planning Co of New England, Inc. |
3 |
| Buckingham Strategic Partners |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Red Tortoise LLC |
3 |
| Metis Global Partners, LLC |
3 |
| Financial Connections Group, Inc. |
3 |
| Kenfarb & Co. |
3 |
| Journey Strategic Wealth Llc |
3 |
| Sandia Investment Management LP |
3 |
| Artha Asset Management LLC |
3 |
| Wahed Invest LLC |
3 |
| Deuterium Capital Management, LLC |
3 |
| PACIFIC SELECT FUND - International Growth Portfolio Class P |
3 |
| Kraematon Investment Advisors, Inc |
3 |
| Zullo Investment Group, Inc. |
3 |
| Byrne Asset Management LLC |
3 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| AlphaCentric Advisors LLC |
3 |
| Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
3 |
| Ascent Group, LLC |
3 |
| Karlinski Andrew C |
3 |
| American Trust |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| Smallwood Wealth Investment Management, LLC |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| LGT Fund Management Co Ltd. |
3 |
| LGT Group Foundation |
3 |
| Integrity Advisory, LLC |
3 |
| Brooklyn FI, LLC |
3 |
| Resurgent Financial Advisors LLC |
3 |
| Concentric Capital Strategies, LP |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| Angeles Wealth Management, Llc |
3 |
| Range Financial Group LLC |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
3 |
| SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
3 |
| Saudi Central Bank |
3 |
| FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M |
3 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
3 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
3 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
3 |
| Farmer Steven Patrick |
3 |
| MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
3 |
| Transatlantique Private Wealth Llc |
3 |
| EdgeRock Capital LLC |
3 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
3 |
| OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
| WealthPlan Investment Management, LLC |
3 |
| Coston, McIsaac & Partners |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
| Czech National Bank |
3 |
| Troluce Capital Advisors LLC |
3 |
| MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I |
3 |
| HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| ASB Consultores, LLC |
3 |
| Creative Capital Management Investments LLC |
3 |
| Fiduciary Alliance LLC |
3 |
| THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
3 |
| Daymark Wealth Partners, Llc |
3 |
| Icon Wealth Advisors, LLC |
3 |
| Beaumont Financial Advisors, LLC |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| New England Capital Financial Advisors LLC |
3 |
| Richard W. Paul & Associates, LLC |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| Delta Financial Group, Inc. |
3 |
| Aspen Grove Capital, LLC |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| Fortis Capital Advisors, LLC |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| StonePine Asset Management Inc. |
3 |
| Live Oak Investment Partners |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
3 |
| HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class |
3 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| Canoe Financial LP |
3 |
| Barrett & Company, Inc. |
3 |
| Vinva Investment Management Ltd |
3 |
| Quintet Private Bank (Europe) S.A. |
3 |
| Brown Shipley& Co Ltd |
3 |
| La Banque Postale Asset Management SA |
3 |
| DoubleLine ETF Adviser LP |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| Empower Advisory Group, LLC |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
3 |
| Seven Mile Advisory |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| Union Savings Bank |
3 |
| Portside Wealth Group, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
3 |
| DecisionPoint Financial, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| WFA Asset Management Corp |
3 |
| BluePath Capital Management, LLC |
3 |
| Tiaa Trust, National Association |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| NEOS Investment Management LLC |
3 |
| PFS Partners, LLC |
3 |
| QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF |
3 |
| Jamison Private Wealth Management, Inc. |
3 |
| Valued Wealth Advisors LLC |
3 |
| BKM Wealth Management, LLC |
3 |
| TrueMark Investments, LLC |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| Keener Financial Planning LLC |
3 |
| Sapient Capital Llc |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
3 |
| AJOVista, LLC |
3 |
| MeadowBrook Investment Advisors LLC |
3 |
| Quotient Wealth Partners, LLC |
3 |
| Chesapeake Capital Corp /il/ |
3 |
| Focus Financial Network Inc /adv |
3 |
| Plato Investment Management Ltd |
3 |
| Modern Wealth Management, LLC |
3 |
| Polymer Capital Management (HK) LTD |
3 |
| Degroof Petercam Asset Management |
3 |
| Systematic Portfolios LLC |
3 |
| Quadcap Wealth Management, LLC |
3 |
| FJ Investments, LLC |
3 |
| AlTi Global, Inc. |
3 |
| Aspect Partners, LLC |
3 |
| Long Island Wealth Management, Inc. |
3 |
| nVerses Capital, LLC |
3 |
| Voisard Asset Management Group, Inc. |
3 |
| Zeno Equity Partners LLP |
3 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
| Pineridge Advisors LLC |
3 |
| Leo Wealth, LLC |
3 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
3 |
| SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
3 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| Focus Financial Network, Inc. |
3 |
| PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| Mediolanum International Funds Ltd |
3 |
| M&G Plc |
3 |
| Umpqua Bank |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| Clear Point Advisors Inc. |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| Institutional Investment Strategy Fund |
3 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
3 |
| TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Lynx Investment Advisory |
3 |
| Kelly Financial Services LLC |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II |
3 |
| Granite FO LLC |
3 |
| Centennial Bank/AR/ |
3 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
3 |
| Mattson Financial Services, LLC |
3 |
| ORG Wealth Partners, LLC |
3 |
| Onefund, Llc |
3 |
| American Alpha Advisors, LLC |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
3 |
| HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
3 |
| Avanza Fonder AB |
3 |
| Stonebridge Financial Group, LLC |
3 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
| Abc Arbitrage Sa |
3 |
| Centricity Wealth Management, LLC |
3 |
| Madison Investment Advisors, LLC |
3 |
| Generali Asset Management SPA SGR |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Bernard Wealth Management Corp. |
3 |
| Sagespring Wealth Partners, Llc |
3 |
| Canada Post Corp Registered Pension Plan |
3 |
| Raiffeisen Bank International AG |
3 |
| Eisler Capital Management Ltd. |
3 |
| Quantessence Capital LLC |
3 |
| Mufg Securities Americas Inc. |
3 |
| Bayforest Capital Ltd |
3 |
| Sig Brokerage, Lp |
3 |
| Groupe la Francaise |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| Mpwm Advisory Solutions, Llc |
3 |
| Capital A Wealth Management, LLC |
3 |
| Dogwood Wealth Management LLC |
3 |
| Park Square Financial Group, LLC |
3 |
| New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
3 |
| SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF |
3 |
| New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES |
3 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
| New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| Lansforsakringar Fondforvaltning AB (publ) |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Cooper Investors Pty Ltd |
3 |
| Barnes Dennig Private Wealth Management LLC |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| Baypointe Partners LLC |
3 |
| Binnacle Investments Inc |
3 |
| Rakuten Investment Management, Inc. |
3 |
| Nova Wealth Management, Inc. |
3 |
| SummitTX Capital, L.P. |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class |
3 |
| FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| Credential Securities Inc. |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| Abn Amro Investment Solutions |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
