| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
51 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
50 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
49 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
49 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
47 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
45 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
44 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
44 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
42 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
41 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
41 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
41 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
39 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
39 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
37 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
36 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
35 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
30 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
30 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
28 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
28 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
28 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
27 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
27 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
27 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
27 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
27 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
26 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
26 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
26 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
26 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
25 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
25 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
25 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
24 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
24 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
24 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
23 |
| MASTER BOND LLC - Master Total Return Portfolio |
23 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
23 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
22 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
22 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
22 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
22 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
22 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
21 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
20 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
20 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
20 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
20 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
20 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
20 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
19 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
19 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
19 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
18 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
17 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
17 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
17 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
17 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
16 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
16 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
16 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
15 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
15 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
15 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
15 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
15 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
15 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
15 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
15 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
15 |
| Sonora Investment Management, LLC |
14 |
| Geode Capital Management, Llc |
14 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
14 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
14 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
14 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
14 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
14 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
14 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
14 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
14 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
14 |
| Morgan Stanley |
14 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
14 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
14 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
14 |
| Tower Research Capital LLC (TRC) |
13 |
| Proequities, Inc. |
13 |
| FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
13 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
13 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
13 |
| Two Sigma Investments, Lp |
13 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
13 |
| Vanguard Group Inc |
13 |
| Citadel Advisors Llc |
13 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
13 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
13 |
| UBS Group AG |
13 |
| Wells Fargo & Company/mn |
13 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
13 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
13 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
13 |
| Bank Of America Corp /de/ |
13 |
| Susquehanna International Group, Llp |
13 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
13 |
| Jpmorgan Chase & Co |
13 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
12 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
12 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
12 |
| Citigroup Inc |
12 |
| Jane Street Group, Llc |
12 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
12 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
12 |
| Goldman Sachs Group Inc |
12 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
12 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
12 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
12 |
| Barclays Plc |
12 |
| BlackRock, Inc. |
12 |
| Millennium Management Llc |
12 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
12 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
11 |
| Renaissance Technologies Llc |
11 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
11 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
11 |
| Manufacturers Life Insurance Company, The |
11 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
11 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
11 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| Invesco Ltd. |
11 |
| Fmr Llc |
11 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
11 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
11 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
11 |
| Steward Partners Investment Advisory, Llc |
11 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
11 |
| Royal Bank Of Canada |
11 |
| Deutsche Bank Ag\ |
11 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
11 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
11 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
10 |
| Advisory Services Network, LLC |
10 |
| Virtu Financial LLC |
10 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
10 |
| BlackRock ESG Capital Allocation Trust |
10 |
| Wellington Management Group Llp |
10 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
10 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
10 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
10 |
| Credit Suisse Ag/ |
10 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
10 |
| Dimensional Fund Advisors Lp |
10 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
10 |
| Acadian Asset Management Llc |
10 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
10 |
| State Street Corp |
10 |
| Advisor Group Holdings, Inc. |
10 |
| Northern Trust Corp |
10 |
| Two Sigma Advisers, Lp |
10 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
10 |
| AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
10 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
10 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
10 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
10 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
10 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
10 |
| Bank Of Montreal /can/ |
10 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
10 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
10 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
10 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
10 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
10 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
10 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
9 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
9 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
9 |
| SG Americas Securities, LLC |
9 |
| Group One Trading, L.p. |
9 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
9 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
9 |
| Huntington National Bank |
9 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
9 |
| VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares |
9 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
9 |
| Pnc Financial Services Group, Inc. |
9 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
9 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
9 |
| Stifel Financial Corp |
9 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
9 |
| Bank of New York Mellon Corp |
9 |
| New York State Common Retirement Fund |
9 |
| Voya Investment Management Llc |
9 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
9 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
9 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
| Victory Capital Management Inc |
9 |
| Parametric Portfolio Associates Llc |
9 |
| Nuveen Asset Management, LLC |
9 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
9 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
9 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
9 |
| Wolverine Asset Management Llc |
9 |
| Squarepoint Ops LLC |
9 |
| IFP Advisors, Inc |
9 |
| ExodusPoint Capital Management, LP |
9 |
| Bessemer Group Inc |
9 |
| Six Circles Trust - Six Circles Global Bond Fund |
9 |
| D. E. Shaw & Co., Inc. |
9 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
9 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
9 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
9 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
9 |
| Two Sigma Securities, Llc |
9 |
| Rhumbline Advisers |
9 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
9 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
9 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
9 |
| Sei Investments Co |
9 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
9 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
9 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
9 |
| Great West Life Assurance Co /can/ |
9 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
9 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
9 |
| Verition Fund Management LLC |
9 |
| Russell Investments Group, Ltd. |
9 |
| Hrt Financial Lp |
9 |
| Ameriprise Financial Inc |
9 |
| Cwm, Llc |
9 |
| FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund |
9 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
9 |
| Bnp Paribas Arbitrage, Sa |
9 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
9 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
9 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
9 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
9 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| Oxford Asset Management Llp |
8 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
8 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
8 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
8 |
| Massachusetts Financial Services Co /ma/ |
8 |
| Voloridge Investment Management, Llc |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
8 |
| Van Eck Associates Corp |
8 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
8 |
| Cubist Systematic Strategies, LLC |
8 |
| LPL Financial LLC |
8 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
8 |
| Boothbay Fund Management, Llc |
8 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
8 |
| FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund |
8 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
8 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
8 |
| Sofos Investments, Inc. |
8 |
| Paloma Partners Management Co |
8 |
| Ladenburg Thalmann Financial Services Inc |
8 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
8 |
| MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class |
8 |
| Charles Schwab Investment Management Inc |
8 |
| Federation des caisses Desjardins du Quebec |
8 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
8 |
| Kcg Holdings, Inc. |
8 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
8 |
| Qube Research & Technologies Ltd |
8 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
8 |
| FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund |
8 |
| O'shaughnessy Asset Management, Llc |
8 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
8 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
8 |
| XTX Topco Ltd |
8 |
| LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A |
8 |
| Federated Hermes, Inc. |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
8 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
| Legal & General Group Plc |
8 |
| TD Waterhouse Canada Inc. |
8 |
| ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A |
8 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
8 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
8 |
| Raymond James & Associates |
8 |
| Dynamic Technology Lab Private Ltd |
8 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
8 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
8 |
| Healthcare Of Ontario Pension Plan Trust Fund |
8 |
| Envestnet Asset Management Inc |
8 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
8 |
| Eaton Vance Management |
8 |
| Arrowstreet Capital, Limited Partnership |
8 |
| Wolverine Trading, Llc |
8 |
| Css Llc/il |
8 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
8 |
| Allianz Asset Management GmbH |
8 |
| Marshall Wace North America L.P. |
8 |
| Parallax Volatility Advisers, L.P. |
8 |
| First Horizon Advisors, Inc. |
8 |
| Parallel Advisors, LLC |
8 |
| Vestcor Inc |
8 |
| BlackRock Advisors LLC |
8 |
| Ubs Asset Management Americas Inc |
8 |
| Quadrant Capital Group Llc |
8 |
| American International Group, Inc. |
8 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
8 |
| Fifth Third Bancorp |
8 |
| Marshall Wace, Llp |
8 |
| Advisor Group, Inc. |
8 |
| Signaturefd, Llc |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
8 |
| Us Bancorp \de\ |
8 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
8 |
| Hsbc Holdings Plc |
8 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
8 |
| Assetmark, Inc |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
8 |
| Balyasny Asset Management Llc |
8 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
8 |
| Nomura Holdings Inc |
8 |
| Magnetar Financial LLC |
8 |
| Alliancebernstein L.p. |
8 |
| FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund |
8 |
| Norges Bank |
8 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
8 |
| Simplex Trading, Llc |
8 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
8 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
8 |
| Vanguard Index Funds |
8 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| First Trust Advisors Lp |
7 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
7 |
| Nordea Investment Management Ab |
7 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
7 |
| Lindbrook Capital, Llc |
7 |
| Brookfield Infrastructure Income Fund Inc. |
7 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| Northwestern Mutual Wealth Management Co |
7 |
| BlackRock Investment Management, LLC |
7 |
| Tiaa-cref Funds |
7 |
| NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund |
7 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
7 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
| Public Employees Retirement System Of Ohio |
7 |
| USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A |
7 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
7 |
| College Retirement Equities Fund |
7 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
7 |
| Canada Pension Plan Investment Board |
7 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
7 |
| Man Group plc |
7 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
7 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
| Gsa Capital Partners Llp |
7 |
| Wealthspire Advisors, L.P. |
7 |
| NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A |
7 |
| TCI Wealth Advisors, Inc. |
7 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
7 |
| FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund |
7 |
| EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF |
7 |
| Truist Financial Corp |
7 |
| Thompson Davis & Co., Inc. |
7 |
| Amalgamated Bank |
7 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
7 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
7 |
| Quantbot Technologies LP |
7 |
| Ubs Ag |
7 |
| Versor Investments LP |
7 |
| State Of Wisconsin Investment Board |
7 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
7 |
| FIL Ltd |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| Candriam Luxembourg S.C.A. |
7 |
| FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund |
7 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
7 |
| Rockefeller Capital Management L.P. |
7 |
| Bokf, Na |
7 |
| CIBC Private Wealth Group, LLC |
7 |
| Amundi Pioneer Asset Management Inc |
7 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
7 |
| Pictet Asset Management Sa |
7 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
7 |
| DekaBank Deutsche Girozentrale |
7 |
| Hillsdale Investment Management Inc. |
7 |
| FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund |
7 |
| Glenmede Trust Co Na |
7 |
| Clear Street Markets Llc |
7 |
| Aigen Investment Management, Lp |
7 |
| Trexquant Investment LP |
7 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
7 |
| Teachers Advisors, Llc |
7 |
| Versant Capital Management, Inc |
7 |
| Fulcrum Asset Management LLP |
7 |
| Winton Capital Group Ltd |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
7 |
| Comerica Bank |
7 |
| Six Circles Trust - Six Circles Tax Aware Bond Fund |
7 |
| Public Sector Pension Investment Board |
7 |
| Aperio Group, LLC |
7 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
7 |
| United Services Automobile Association |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
7 |
| Nationwide Fund Advisors |
7 |
| Silvercrest Asset Management Group Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| BlackRock Fund Advisors |
7 |
| Nisa Investment Advisors, Llc |
7 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
7 |
| Engineers Gate Manager LP |
7 |
| Lazard Asset Management Llc |
7 |
| Element Capital Management Llc |
7 |
| California State Teachers Retirement System |
7 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
7 |
| Teachers Retirement System Of The State Of Kentucky |
7 |
| Creative Planning |
7 |
| Guggenheim Capital Llc |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
| Danske Bank A/s |
7 |
| Neuberger Berman Group LLC |
7 |
| Natixis Advisors, L.p. |
7 |
| SBI Securities Co., Ltd. |
7 |
| Ameritas Investment Partners, Inc. |
7 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
7 |
| Jump Financial, LLC |
7 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
7 |
| HighTower Advisors, LLC |
7 |
| FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| Panagora Asset Management Inc |
7 |
| Quadrature Capital Ltd |
7 |
| BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund |
7 |
| California Public Employees Retirement System |
7 |
| Schonfeld Strategic Advisors LLC |
7 |
| GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional |
7 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
7 |
| Fred Alger Management, Llc |
7 |
| Tudor Investment Corp Et Al |
7 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
| BlackRock Institutional Trust Company, N.A. |
7 |
| Gotham Asset Management, LLC |
7 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
7 |
| Captrust Financial Advisors |
7 |
| Tiaa Cref Investment Management Llc |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| Pictet Asset Management Ltd |
7 |
| Point72 Hong Kong Ltd |
7 |
| CIBC Asset Management Inc |
7 |
| Principal Funds Inc |
7 |
| Price T Rowe Associates Inc /md/ |
7 |
| Swiss National Bank |
7 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
7 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
7 |
| FORA Capital, LLC |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| LMR Partners LLP |
7 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
7 |
| Intech Investment Management Llc |
7 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
7 |
| VCBDX - VALIC Co I - Core Bond Fund |
7 |
| Alphacrest Capital Management Llc |
7 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
7 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
| Franklin Resources Inc |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| BlueCrest Capital Management Ltd |
7 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
7 |
| EverSource Wealth Advisors, LLC |
7 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
7 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
7 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
| Keybank National Association/oh |
7 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
7 |
| Advisors Asset Management, Inc. |
7 |
| A.R.T. Advisors, LLC |
7 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
7 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
7 |
| State Farm Variable Product Trust |
7 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
| Allworth Financial LP |
7 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
7 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| State Farm Mutual Fund Trust |
7 |
| Quantinno Capital Management LP |
7 |
| Geneos Wealth Management Inc. |
7 |
| Jennison Associates Llc |
7 |
| Macquarie Group Ltd |
7 |
| American Century Companies Inc |
7 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
7 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
7 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
7 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
7 |
| Sunbelt Securities, Inc. |
7 |
| Td Asset Management Inc |
7 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
7 |
| Natixis |
7 |
| GWM Advisors LLC |
7 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| Aqr Capital Management Llc |
7 |
| Centiva Capital, LP |
7 |
| Strs Ohio |
7 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
7 |
| Janus Henderson Group Plc |
7 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
6 |
| Fiera Capital Corp |
6 |
| Bell Investment Advisors, Inc |
6 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
6 |
| Raymond James Trust N.a. |
6 |
| Scopus Asset Management, L.p. |
6 |
| Private Trust Co Na |
6 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
6 |
| Leonteq Securities AG |
6 |
| State Board Of Administration Of Florida Retirement System |
6 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
6 |
| Calamos Advisors LLC |
6 |
| ProShare Advisors LLC |
6 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
6 |
| Alberta Investment Management Corp |
6 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
6 |
| Hm Payson & Co |
6 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
6 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
6 |
| Assured Investment Management LLC |
6 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
6 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
| Parkside Financial Bank & Trust |
6 |
| PEAK6 Investments, L.P. |
6 |
| Janney Montgomery Scott LLC |
6 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
| NEXT Financial Group, Inc |
6 |
| Woodline Partners LP |
6 |
| Highbridge Capital Management Llc |
6 |
| KBC Group NV |
6 |
| PDT Partners, LLC |
6 |
| Ensign Peak Advisors, Inc |
6 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
6 |
| Jain Global LLC |
6 |
| Umb Bank N A/mo |
6 |
| Optiver Holding B.V. |
6 |
| Sterling Capital Management LLC |
6 |
| Harbour Investments, Inc. |
6 |
| Meeder Asset Management Inc |
6 |
| Russell Frank Co/ |
6 |
| State of New Jersey Common Pension Fund D |
6 |
| Oppenheimer Funds Inc |
6 |
| Cipher Capital LP |
6 |
| JustInvest LLC |
6 |
| Credit Agricole S A |
6 |
| Aviva Plc |
6 |
| Karp Capital Management Corp |
6 |
| FundVantage Trust - Verplanck Balanced Fund |
6 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
6 |
| Raymond James Financial Inc |
6 |
| International Assets Investment Management, Llc |
6 |
| Hbk Investments L P |
6 |
| Atria Investments Llc |
6 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
| Quantitative Systematic Strategies LLC |
6 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
6 |
| First Horizon Corp |
6 |
| First Hawaiian Bank |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| BlackRock Group LTD |
6 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
6 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
6 |
| Raymond James Financial Services Advisors, Inc. |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| Arizona State Retirement System |
6 |
| Paces Ferry Wealth Advisors, Llc |
6 |
| Symphony Asset Management Llc |
6 |
| Ancora Advisors, LLC |
6 |
| CIBC Bancorp USA Inc. |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
6 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
6 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| Profunds - Profund Vp Oil & Gas |
6 |
| Laurion Capital Management LP |
6 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
6 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class |
6 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
6 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
6 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
6 |
| ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A |
6 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
6 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A |
6 |
| True Wealth Design, LLC |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
6 |
| FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
6 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
6 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
6 |
| Commonwealth Equity Services, Llc |
6 |
| Centaurus Financial, Inc. |
6 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
6 |
| Pinnacle Wealth Planning Services, Inc. |
6 |
| Financial Gravity Companies, Inc. |
6 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
6 |
| Claymore Exchange-traded Fund Trust |
6 |
| Delpha Capital Management, Llc |
6 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
6 |
| Larson Financial Group LLC |
6 |
| Gamco Investors, Inc. Et Al |
6 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
6 |
| Cohen & Steers, Inc. |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
| Berman Capital Advisors, LLC |
6 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
6 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
| MetLife Investment Management, LLC |
6 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
6 |
| Crossmark Global Holdings, Inc. |
6 |
| Resources Investment Advisors, LLC. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| AdvisorNet Financial, Inc |
6 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
6 |
| Phoenix Holdings Ltd. |
6 |
| Versus Capital Real Assets Fund Llc |
6 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF |
6 |
| FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF |
6 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
6 |
| National Asset Management, Inc. |
6 |
| Flagship Harbor Advisors, Llc |
6 |
| Mutual Of America Capital Management Llc |
6 |
| MetLife Securities, Inc |
6 |
| Assenagon Asset Management S.A. |
6 |
| Capital Research Global Investors |
6 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
| Western Asset Income Fund |
6 |
| Independent Advisor Alliance |
6 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
6 |
| Oppenheimer Etf Trust |
6 |
| SRS Capital Advisors, Inc. |
6 |
| Hartford Mutual Funds Inc/ct |
6 |
| Global Retirement Partners, LLC |
6 |
| Cerity Partners LLC |
6 |
| Ci Investments Inc. |
6 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
6 |
| Maven Securities LTD |
6 |
| Vanguard World Fund |
6 |
| Gabelli Funds Llc |
6 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
6 |
| PEAK6 Investments LLC |
6 |
| Walleye Capital LLC |
6 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
6 |
| EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A |
6 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
6 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| Quantamental Technologies LLC |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
6 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
6 |
| Putnam Investments Llc |
6 |
| Connor, Clark & Lunn Investment Management Ltd. |
6 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
6 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
6 |
| Cutler Group LP |
6 |
| Harbor Investment Advisory, Llc |
6 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| Blueshift Asset Management, LLC |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
6 |
| FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A |
6 |
| Credential Qtrade Securities Inc. |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
| Stevens Capital Management Lp |
6 |
| FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund |
6 |
| Weld Capital Management Llc |
6 |
| DRW Securities, LLC |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| Cresset Asset Management, LLC |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
6 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
6 |
| North Star Investment Management Corp. |
6 |
| Wealthspire Advisors, LLC |
6 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
6 |
| Mml Investors Services, Llc |
6 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
6 |
| Thrivent Financial For Lutherans |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
6 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
6 |
| Jones Financial Companies Lllp |
6 |
| Ronald Blue Trust, Inc. |
6 |
| Prudential Financial Inc |
6 |
| Skandinaviska Enskilda Banken AB (publ) |
6 |
| Prelude Capital Management, Llc |
6 |
| Tfs Capital Investment Trust |
6 |
| Walleye Trading LLC |
6 |
| Jefferies Group LLC |
6 |
| Rydex Etf Trust |
6 |
| Capstone Investment Advisors, Llc |
6 |
| Bayesian Capital Management, LP |
6 |
| Vantagepoint Funds |
6 |
| K2 Principal Fund, L.p. |
6 |
| Nuveen, LLC |
6 |
| RidgeWorth Capital Management LLC |
6 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
| Cambridge Investment Research Advisors, Inc. |
6 |
| Tcw Group Inc |
6 |
| Point72 Asset Management, L.P. |
6 |
| Spark Investment Management LLC |
6 |
| Capital Fund Management S.a. |
6 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
6 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| Davidson Kempner Capital Management Lp |
6 |
| Brown Brothers Harriman & Co |
6 |
| Martingale Asset Management L P |
6 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
6 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
6 |
| Ground Swell Capital, LLC |
6 |
| Driehaus Capital Management Llc |
6 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
6 |
| Mackenzie Financial Corp |
6 |
| Acrospire Investment Management LLC |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
6 |
| NumerixS Investment Technologies Inc |
6 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
6 |
| CIBC World Markets Inc. |
6 |
| Exane Derivatives |
6 |
| Schroder Investment Management Group |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
6 |
| Principal Financial Group Inc |
6 |
| Teacher Retirement System Of Texas |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
| Asset Dedication, LLC |
6 |
| FDx Advisors, Inc. |
6 |
| JNBA Financial Advisors |
6 |
| Brookfield Asset Management Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
| Proficio Capital Partners LLC |
6 |
| MUFG Americas Holdings Corp |
6 |
| Greenland Capital Management LP |
5 |
| Pearl River Capital, LLC |
5 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| UniSuper Management Pty Ltd |
5 |
| Water Island Capital Llc |
5 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
5 |
| Tfs Capital Llc |
5 |
| Financial Architects, Inc |
5 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
5 |
| Headlands Technologies LLC |
5 |
| RMB Capital Management, LLC |
5 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
5 |
| MQS Management LLC |
5 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
| Cornerstone Planning Group LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
5 |
| Dupont Capital Management Corp |
5 |
| Rational Advisors Llc |
5 |
| Bank Of Nova Scotia |
5 |
| Axa S.a. |
5 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Trustcore Financial Services, Llc |
5 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
5 |
| Spire Wealth Management |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| Legacy Financial Advisors, Inc. |
5 |
| Cetera Advisor Networks LLC |
5 |
| Duality Advisers, Lp |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
5 |
| Creekmur Asset Management LLC |
5 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
5 |
| Brinker Capital Investments, LLC |
5 |
| Boston Private Wealth Llc |
5 |
| Exchange Traded Concepts, Llc |
5 |
| Cadence Capital Management Llc |
5 |
| Td Private Client Wealth Llc |
5 |
| Profund Advisors Llc |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Hutchin Hill Capital, LP |
5 |
| Avantax Advisory Services, Inc. |
5 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
5 |
| FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
5 |
| State of Tennessee, Treasury Department |
5 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
5 |
| Caitong International Asset Management Co., Ltd |
5 |
| Riverhead Capital Management Llc |
5 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| Handelsbanken Fonder AB |
5 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
5 |
| Everence Capital Management Inc |
5 |
| Washington Trust Advisors, Inc. |
5 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
5 |
| Mv Capital Management, Inc. |
5 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
5 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
| Seacrest Wealth Management, Llc |
5 |
| Bridgeway Capital Management Inc |
5 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Lombard Odier Asset Management (USA) Corp |
5 |
| M&t Bank Corp |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| Shell Asset Management Co |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| Money Concepts Capital Corp |
5 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
5 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| Howe & Rusling Inc |
5 |
| Managed Account Advisors Llc |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| Pnc Funds |
5 |
| First Personal Financial Services |
5 |
| Cnh Partners Llc |
5 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
5 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
5 |
| CENTRAL TRUST Co |
5 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
5 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
5 |
| Sit Investment Associates Inc |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| Toroso Investments, LLC |
5 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
5 |
| Mirabella Financial Services Llp |
5 |
| Covestor Ltd |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| Dubuque Bank & Trust Co |
5 |
| Westpac Banking Corp |
5 |
| Lincoln National Corp |
5 |
| Blackrock Ltd Duration Income Trust |
5 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
5 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| Intact Investment Management Inc. |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| Toronto Dominion Bank |
5 |
| Pictet Asset Management Holding SA |
5 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| Vident Advisory, LLC |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| YHB Investment Advisors, Inc. |
5 |
| Ingalls & Snyder Llc |
5 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
| Blair William & Co/il |
5 |
| Twinbeech Capital Lp |
5 |
| Janney Capital Management LLC |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| Osterweis Capital Management Inc |
5 |
| Venturi Wealth Management, LLC |
5 |
| Baird Financial Group, Inc. |
5 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
| PENN SERIES FUNDS INC - International Equity Fund |
5 |
| American Portfolios Advisors |
5 |
| King Luther Capital Management Corp |
5 |
| Asset Management One Co., Ltd. |
5 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
5 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| WPG Advisers, LLC |
5 |
| Point72 Asia (Singapore) Pte. Ltd. |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| Bogle Investment Management L P /de/ |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
5 |
| Sciencast Management LP |
5 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
5 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
5 |
| NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
5 |
| MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A |
5 |
| Numeric Investors Llc |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
5 |
| Lord, Abbett & Co. Llc |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| Great Valley Advisor Group, Inc. |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| Cinctive Capital Management LP |
5 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
5 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
5 |
| Tsfg, Llc |
5 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
5 |
| Jefferies Financial Group Inc. |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
| Nomura Asset Management Co Ltd |
5 |
| Kestra Advisory Services, LLC |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| Ergoteles LLC |
5 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
5 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
5 |
| Tobam |
5 |
| Amundi |
5 |
| RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
5 |
| Moody National Bank Trust Division |
5 |
| Sawtooth Solutions, LLC |
5 |
| State of Wyoming |
5 |
| UMA Financial Services, Inc. |
5 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
5 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
5 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
5 |
| First Republic Investment Management, Inc. |
5 |
| Moors & Cabot, Inc. |
5 |
| Mather Group, Llc. |
5 |
| D.a. Davidson & Co. |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
| NewSquare Capital LLC |
5 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
5 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
5 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
5 |
| Hantz Financial Services, Inc. |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Avanza Fonder AB |
5 |
| Cibc World Markets Corp |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| Rossby Financial, LCC |
5 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
5 |
| Fox Run Management, L.l.c. |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
5 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
| Agf Investments Inc. |
5 |
| FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund |
5 |
| Nuveen Real Asset Income & Growth Fund |
5 |
| CAPROCK Group, Inc. |
5 |
| Fisher Asset Management, LLC |
5 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
5 |
| Private Advisor Group, LLC |
5 |
| Capstone Asset Management Co |
5 |
| Key FInancial Inc |
5 |
| Capital Asset Advisory Services LLC |
5 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
5 |
| Maryland State Retirement & Pension System |
5 |
| Royce & Associates Lp |
5 |
| Integrated Investment Consultants, LLC |
5 |
| Three Peaks Capital Management, LLC |
5 |
| VCSMX - VALIC Co I - Small Cap Fund |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
5 |
| Piedmont Investment Advisors Llc |
5 |
| First American Bank |
5 |
| Kayne Anderson Rudnick Investment Management Llc |
5 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
5 |
| Catalyst Capital Advisors LLC |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
5 |
| Regions Financial Corp |
5 |
| Chilton Investment Co Llc |
5 |
| Nbc Securities, Inc. |
5 |
| Yousif Capital Management, Llc |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| Mckinley Capital Management Llc /delaware |
5 |
| Veritable, L.P. |
5 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
5 |
| Alpha Paradigm Partners, LLC |
5 |
| Blackrock Floating Rate Income Trust |
5 |
| LRI Investments, LLC |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Epoch Investment Partners, Inc. |
5 |
| Enterprise Financial Services Corp |
5 |
| Cetera Investment Advisers |
5 |
| J. Safra Sarasin Holding AG |
5 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
5 |
| Bridgefront Capital, LLC |
5 |
| Valley National Advisers Inc |
5 |
| Polar Asset Management Partners Inc. |
5 |
| National Bank Of Canada /fi/ |
5 |
| Montag A & Associates Inc |
5 |
| New York State Teachers Retirement System |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| Swiss Life Asset Management Ltd |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| Delaware Enhanced Global Dividend & Income Fund |
5 |
| LS Investment Advisors, LLC |
5 |
| Capital Performance Advisors Llp |
5 |
| Louisiana State Employees Retirement System |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
5 |
| Hartford Series Fund Inc |
5 |
| Alyeska Investment Group, L.P. |
5 |
| Grove Bank & Trust |
5 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
5 |
| Castleark Management Llc |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
| Stratos Wealth Partners, LTD. |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| Picton Mahoney Asset Management |
5 |
| Oliver Lagore Vanvalin Investment Group |
5 |
| MAI Capital Management |
5 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
5 |
| Pine River Capital Management L.P. |
5 |
| Wells Fargo Multi-sector Income Fund |
5 |
| Weiss Multi-Strategy Advisers LLC |
5 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
5 |
| AMP Capital Investors Ltd |
5 |
| Schubert & Co |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| Retirement Systems of Alabama |
5 |
| Nuveen Multi-Asset Income Fund |
5 |
| Sanctuary Advisors, LLC |
5 |
| Brevan Howard Capital Management LP |
5 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| Quent Capital, LLC |
5 |
| Mariner, LLC |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
5 |
| Mount Yale Investment Advisors, LLC |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
5 |
| Capital International Investors |
5 |
| Weiss Strategic Interval Fund |
5 |
| Abn Amro Investment Solutions |
5 |
| GV Financial Advisors |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| Empowered Funds, LLC |
5 |
| Mizuho Securities Usa Llc |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| Nine Chapters Capital Management LLC |
5 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
5 |
| Farther Finance Advisors, LLC |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Coldstream Capital Management Inc |
5 |
| Glen Harbor Capital Management LLC |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| Capital Investment Advisory Services, LLC |
5 |
| WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A |
5 |
| Loomis Sayles & Co L P |
5 |
| Gts Securities Llc |
5 |
| Skopos Labs, Inc. |
5 |
| WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF |
5 |
| Elkfork Partners LLC |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| Smartleaf Asset Management LLC |
5 |
| Hartland & Co., LLC |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| Sowell Financial Services LLC |
5 |
| Patriot Financial Group Insurance Agency, LLC |
5 |
| Tortoise Investment Management, LLC |
5 |
| Private Wealth Management Group, LLC |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| Principal Securities, Inc. |
5 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
5 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
5 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
5 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Bollard Group LLC |
5 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
5 |
| We Are One Seven, LLC |
5 |
| Prime Capital Investment Advisors, LLC |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| Scientech Research LLC |
5 |
| Xact Kapitalforvaltning AB |
5 |
| GAM Holding AG |
5 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
5 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
5 |
| Aquatic Capital Management LLC |
5 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
5 |
| Bogart Wealth, LLC |
5 |
| FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| Scotia Capital Inc. |
5 |
| Diametric Capital, LP |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
5 |
| Point72 (DIFC) Ltd |
5 |
| PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund |
5 |
| Summit Trail Advisors, Llc |
5 |
| FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
5 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
| Valeo Financial Advisors, LLC |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
| Whittier Trust Co |
5 |
| Pathstone Holdings, LLC |
5 |
| Nicholas Company, Inc. |
5 |
| Wealthcare Advisory Partners LLC |
5 |
| Quarry LP |
5 |
| Standard Life Aberdeen plc |
5 |
| State of Alaska, Department of Revenue |
5 |
| Graham Capital Management, L.P. |
5 |
| Belpointe Asset Management LLC |
5 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
5 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
5 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
5 |
| Credential Securities Inc. |
5 |
| Prospera Financial Services Inc |
5 |
| GAMMA Investing LLC |
5 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
5 |
| Emerald Acquisition Ltd. |
5 |
| Yorktown Management & Research Co Inc |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| Holocene Advisors, LP |
5 |
| Root Financial Partners, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| Airain ltd |
5 |
| Cary Street Partner Investment Advisory Llc |
5 |
| PineBridge Investments, L.P. |
5 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| Signature Equity Partners, LLC |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
| Ubs Oconnor Llc |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| BRYN MAWR TRUST Co |
5 |
| Clearbridge Investments, LLC |
5 |
| Convergence Investment Partners, LLC |
5 |
| Entropy Technologies, LP |
5 |
| Plante Moran Financial Advisors, LLC |
5 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
4 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
4 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
4 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
4 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
4 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
| BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class |
4 |
| Zacks Investment Management |
4 |
| Mfs High Yield Municipal Trust |
4 |
| Mfs High Income Municipal Trust |
4 |
| Mfs Investment Grade Municipal Trust |
4 |
| Mfs Charter Income Trust |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| Greenleaf Trust |
4 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| ORG Partners LLC |
4 |
| MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I |
4 |
| Shelton Capital Management |
4 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
4 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
4 |
| Cookson Peirce & Co Inc |
4 |
| Texas Permanent School Fund |
4 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
4 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| Cloud Capital Management, LLC |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
4 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| Nebula Research & Development LLC |
4 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
4 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
| MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
4 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Callan Family Office, LLC |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
4 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| San Francisco Sentry Investment Group (ca) |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| SECOR Capital Advisors, LP |
4 |
| CI Private Wealth, LLC |
4 |
| Gemmer Asset Management LLC |
4 |
| SageView Advisory Group, LLC |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| 111 Capital |
4 |
| Hilton Head Capital Partners, LLC |
4 |
| Farmers & Merchants Investments Inc |
4 |
| Lansforsakringar Fondforvaltning AB (publ) |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| Crewe Advisors LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| Numerai GP LLC |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
4 |
| Partners Capital Investment Group, Llp |
4 |
| Merit Financial Group, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
4 |
| TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A |
4 |
| Eqis Capital Management, Inc. |
4 |
| Sound Income Strategies, LLC |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| CWM Advisors, LLC |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| Alpine Global Management, LLC |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| Avestar Capital, LLC |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| Solstein Capital, LLC |
4 |
| Axq Capital, Lp |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| Certified Advisory Corp |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| Private Capital Group, LLC |
4 |
| WS Portfolio Advisory, LLC |
4 |
| Creative Financial Designs Inc /adv |
4 |
| Bleakley Financial Group, LLC |
4 |
| Varma Mutual Pension Insurance Co |
4 |
| WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C |
4 |
| SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| CX Institutional |
4 |
| FNY Investment Advisers, LLC |
4 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
4 |
| Manchester Capital Management LLC |
4 |
| K.J. Harrison & Partners Inc |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| Truvestments Capital Llc |
4 |
| KAMES CAPITAL plc |
4 |
| Impax Asset Management Group plc |
4 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
4 |
| Nachman Norwood & Parrott, Inc |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| DV Trading LLC |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| Ameriflex Group, Inc. |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
4 |
| Townsquare Capital Llc |
4 |
| Apollon Wealth Management, LLC |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| Zions Bancorporation, N.A. |
4 |
| ICA Group Wealth Management, LLC |
4 |
| Ameritas Investment Corp |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| HHM Wealth Advisors, LLC |
4 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
4 |
| Neo Ivy Capital Management |
4 |
| Ossiam |
4 |
| Ostrum Asset Management |
4 |
| Atom Investors LP |
4 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund |
4 |
| Cynosure Management, Llc |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| Executive Wealth Management, LLC |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
4 |
| Freestone Grove Partners LP |
4 |
| Ilmarinen Mutual Pension Insurance Co |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| WealthStone, Inc. |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Benjamin Edwards Inc |
4 |
| Evoke Wealth, Llc |
4 |
| Avion Wealth |
4 |
| Triasima Portfolio Management inc. |
4 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
4 |
| OneAscent Financial Services LLC |
4 |
| GeoWealth Management, LLC |
4 |
| Vise Technologies, Inc. |
4 |
| Evergreen Capital Management Llc |
4 |
| Ballentine Partners, LLC |
4 |
| Beacon Capital Management, LLC |
4 |
| Concentric Capital Strategies, LP |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Amalgamated Financial Corp. |
4 |
| Tcwp Llc |
4 |
| USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| ClariVest Asset Management LLC |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| Weiss Asset Management LP |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| 4D Advisors, LLC |
4 |
| Pinnacle Associates Ltd |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Highland Capital Management Fund Advisors, L.p. |
4 |
| World Asset Management Inc |
4 |
| Rise Advisors, LLC |
4 |
| Raleigh Capital Management Inc. |
4 |
| Operose Advisors LLC |
4 |
| Snowden Capital Advisors LLC |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Financial Consulate, Inc |
4 |
| CenterStar Fund, LLC |
4 |
| Metis Global Partners, LLC |
4 |
| SJS Investment Consulting Inc. |
4 |
| Industrial Alliance Investment Management Inc. |
4 |
| CoreCap Advisors, LLC |
4 |
| Farringdon Capital, Ltd. |
4 |
| Bb&t Securities, Llc |
4 |
| Ameritas Advisory Services, LLC |
4 |
| Desjardins Global Asset Management Inc. |
4 |
| M&g Investment Management Ltd |
4 |
| Guggenheim Active Allocation Fund |
4 |
| TD Capital Management LLC |
4 |
| EAM Investors, LLC |
4 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
4 |
| Ellington Management Group Llc |
4 |
| Natixis Investment Managers International |
4 |
| Mason Street Advisors, Llc |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| Polymer Capital Management (US) LLC |
4 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
4 |
| FourThought Financial, LLC |
4 |
| Threadgill Financial, Llc |
4 |
| Pathstone Family Office, Llc |
4 |
| Royal London Asset Management Ltd |
4 |
| Fideuram - Intesa Sanpaolo Private Banking S.p.a. |
4 |
| Activest Wealth Management |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Hartford Investment Management Co |
4 |
| Albion Financial Group /ut |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
4 |
| Colony Group Llc |
4 |
| Eagle Asset Management Inc |
4 |
| Oppenheimer & Co Inc |
4 |
| First Interstate Bank |
4 |
| Tygh Capital Management, Inc. |
4 |
| Savant Capital, LLC |
4 |
| Ares Financial Consulting, LLC |
4 |
| MUFG Securities EMEA plc |
4 |
| Klp Kapitalforvaltning As |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
4 |
| Kb Financial Partners, Llc |
4 |
| First Mercantile Trust Co |
4 |
| Korea Investment CORP |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Continuum Advisory, LLC |
4 |
| Trust Co Of Vermont |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Spot Trading L.L.C |
4 |
| Generali Asset Management SPA SGR |
4 |
| FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares |
4 |
| Tarbox Family Office, Inc. |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| SHP Wealth Management |
4 |
| Coppell Advisory Solutions LLC |
4 |
| Childress Capital Advisors, Llc |
4 |
| Hughes Financial Services, LLC |
4 |
| SkyView Investment Advisors, LLC |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| Rialto Wealth Management, LLC |
4 |
| Investment Management Corp of Ontario |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| Concord Wealth Partners |
4 |
| Vontobel Holding Ltd. |
4 |
| American National Bank |
4 |
| Inspire Advisors, LLC |
4 |
| DAVENPORT & Co LLC |
4 |
| Tompkins Financial Corp |
4 |
| GW&K Investment Management, LLC |
4 |
| AXA Investment Managers S.A. |
4 |
| Quaero Capital S.A. |
4 |
| Opal Wealth Advisors, LLC |
4 |
| Veriti Management LLC |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| Adage Capital Partners Gp, L.l.c. |
4 |
| Whipplewood Advisors, LLC |
4 |
| Hemington Wealth Management |
4 |
| Contravisory Investment Management, Inc. |
4 |
| Chilton Capital Management Llc |
4 |
| Dakota Wealth Management |
4 |
| Wasatch Advisors Inc |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Baystate Wealth Management LLC |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| Founders Financial Alliance, LLC |
4 |
| Hexagon Capital Partners LLC |
4 |
| Stonebridge Financial Group, LLC |
4 |
| Caldwell Trust Co |
4 |
| Comprehensive Financial Planning, Inc./PA |
4 |
| Baker Avenue Asset Management, LP |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| R Squared Ltd |
4 |
| Agf Management Ltd |
4 |
| Allianz Se |
4 |
| Balentine LLC |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
4 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| Jag Capital Management, Llc |
4 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
4 |
| BlackRock Japan Co. Ltd |
4 |
| MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund |
4 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
4 |
| Argent Trust Co |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| SOUTH STATE Corp |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| Erste Asset Management GmbH |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| Utah Retirement Systems |
4 |
| Rsm Us Wealth Management Llc |
4 |
| Synovus Financial Corp |
4 |
| Munro Partners |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| Highline Wealth Partners Llc |
4 |
| Vident Investment Advisory, LLC |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| Kestra Investment Management, LLC |
4 |
| Aviso Financial Inc. |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Integrated Wealth Management |
4 |
| Bridgewater Associates, LP |
4 |
| Xponance, Inc. |
4 |
| FSA Wealth Management LLC |
4 |
| James Investment Research Inc |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Usca Ria Llc |
4 |
| Capital Guardian Trust Co |
4 |
| Capital International Inc /ca/ |
4 |
| Glenmede Investment Management, LP |
4 |
| CVA Family Office, LLC |
4 |
| Crestline Management, LP |
4 |
| Employees Retirement System of Texas |
4 |
| Meridian Wealth Partners, LLC |
4 |
| I.g. Investment Management, Ltd. |
4 |
| PCJ Investment Counsel Ltd. |
4 |
| RWC Asset Management LLP |
4 |
| Ashton Thomas Securities, Llc |
4 |
| Arkadios Wealth Advisors |
4 |
| Abound Wealth Management |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| Keebeck Wealth Management, LLC |
4 |
| Ethic Inc. |
4 |
| HAP Trading, LLC |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| Americana Partners, LLC |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| Lloyd Advisory Services, LLC. |
4 |
| Seven Eight Capital, Lp |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| Generate Investment Management Ltd |
4 |
| Richard Bernstein Advisors LLC |
4 |
| Rothschild Investment Llc |
4 |
| Old Mission Capital Llc |
4 |
| Venture Visionary Partners LLC |
4 |
| United Capital Financial Advisers, Llc |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| Capital Analysts, Inc. |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| USS Investment Management Ltd |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| Dynamic Technology Lab Pte Ltd |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
4 |
| Brinker Capital Inc |
4 |
| 1832 Asset Management L.P. |
4 |
| QS Investors, LLC |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Moore Capital Management, Lp |
4 |
| Brown, Lisle/cummings, Inc. |
4 |
| Cetera Advisors LLC |
4 |
| Pittenger & Anderson Inc |
4 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
| APG Asset Management N.V. |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| Cambridge Trust Co |
4 |
| Corebridge Financial, Inc. |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| Portolan Capital Management, LLC |
4 |
| MidFirst Bank |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
4 |
| Andra AP-fonden |
4 |
| Global Financial Private Client, LLC |
4 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| Tocqueville Asset Management L.p. |
4 |
| WFG Advisors, LP |
4 |
| Penserra Capital Management LLC |
4 |
| Forsta Ap-fonden |
4 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| Rothschild Asset Management Inc |
4 |
| Hancock Whitney Corp |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| Citizens Financial Group Inc/ri |
4 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
4 |
| Pentwater Capital Management LP |
4 |
| Hudson Bay Capital Management LP |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| Advisors Preferred, LLC |
4 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
4 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
4 |
| Central Pacific Bank - Trust Division |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| Cambria Investment Management, L.P. |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Zions Bancorporation |
4 |
| Fairview Capital Investment Management, Llc |
4 |
| Twin Tree Management, LP |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
4 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
4 |
| Edgestream Partners, L.P. |
4 |
| Kemnay Advisory Services Inc. |
4 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| Allstate Corp |
4 |
| Itau Unibanco Holding S.A. |
4 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| Brown Advisory Inc |
4 |
| Advisory Research Inc |
4 |
| Los Angeles Capital Management Llc |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Deere & Co |
4 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
4 |
| Oak Ridge Investments Llc |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| USA Financial Portformulas Corp |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| Park Avenue Securities Llc |
4 |
| Prudential Plc |
4 |
| VTL Associates, LLC |
4 |
| SAC Capital Advisors LP |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
4 |
| ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| Jane Street Holding, LLC |
4 |
| Harbert Fund Advisors, Inc. |
4 |
| Antonetti Capital Management LLC |
4 |
| Sei Trust Co |
4 |
| Cable Hill Partners, LLC |
4 |
| Clayton Financial Group LLC |
4 |
| Societe Generale |
4 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
4 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| Colony Group, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| GFS Advisors, LLC |
4 |
| EntryPoint Capital, LLC |
4 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| Quantitative Investment Management, LLC |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| Johnson Financial Group, Inc. |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| Paradigm Asset Management Co Llc |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Avantax Planning Partners, Inc. |
4 |
| Teza Capital Management LLC |
4 |
| JJJ Advisors Inc. |
4 |
| Beutel, Goodman & Co Ltd. |
4 |
| Flinton Capital Management LLC |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
4 |
| JPL Wealth Management, LLC |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| Moloney Securities Asset Management, LLC |
4 |
| AE Wealth Management LLC |
4 |
| Level Four Advisory Services, Llc |
4 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| Tdam Usa Inc. |
4 |
| Chicago Equity Partners Llc |
4 |
| Fortis Advisors, LLC |
4 |
| Maseco Llp |
4 |
| Ritholtz Wealth Management |
4 |
| Omnia Family Wealth, LLC |
4 |
| IndexIQ Advisors LLC |
4 |
| Daiwa Securities Group Inc. |
4 |
| Achmea Investment Management B.V. |
4 |
| Bartlett & Co. LLC |
4 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
| Bfsg, Llc |
4 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
| Atlantic Trust, LLC |
4 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
| Earnest Partners Llc |
4 |
| Princeton Alpha Management LP |
4 |
| Bb&t Investment Services, Inc. |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| Bare Financial Services, Inc |
4 |
| Wexford Capital Lp |
4 |
| Csenge Advisory Group |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| Glassman Wealth Services |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
4 |
| Invesco Senior Loan Fund |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| Fortitude Family Office, LLC |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| Alps Advisors Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| Invesco Senior Income Trust |
4 |
| Optima Capital Llc |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
4 |
| Grimes & Company, Inc. |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
4 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
4 |
| Banque Pictet & Cie Sa |
4 |
| Forum Funds |
4 |
| HFM Investment Advisors, LLC |
4 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
4 |
| Checchi Capital Advisers, LLC |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| Community Bank, N.A. |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
4 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| Fiduciary Trust Co |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
4 |
| Rehmann Capital Advisory Group |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
4 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
| Perigon Wealth Management, LLC |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| Oppenheimer Variable Account Funds |
4 |
| Gradient Investments LLC |
4 |
| Sentry Investment Management Llc |
4 |
| Stock Portfolio - Stock Portfolio |
4 |
| Wealthcare Capital Management Llc |
4 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares |
4 |
| Cornerstone Financial Management LLC |
4 |
| Cape Investment Advisory, Inc. |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| American Funds Insurance Series |
4 |
| FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares |
4 |
| Halpern Financial, Inc. |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
4 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
4 |
| BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
4 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
4 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
4 |
| Maverick Capital Ltd |
4 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| Ascend Capital, Llc |
4 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Genus Capital Management Inc. |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| Brant Point Investment Management Llc |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| Kingswood Wealth Advisors, Llc |
4 |
| Boston Private Bank & Trust Co |
3 |
| Bryce Point Capital, LLC |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| Carlson Capital L P |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| RHJ International SA |
3 |
| Cribstone Capital Management, LLC |
3 |
| Lynx Investment Advisory |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Redwood Investments, LLC |
3 |
| Vanguard Whitehall Funds |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
3 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Employees Provident Fund Board |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
3 |
| Pinnacle Financial Partners Inc |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares |
3 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| Samlyn Capital, Llc |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| Hilltop Holdings Inc. |
3 |
| Avalon Advisors, Llc |
3 |
| Westfield Capital Management Co Lp |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
| Atlantic Union Bankshares Corp |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| Wedmont Private Capital |
3 |
| Clinton Group Inc |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| Kanaly Trust Co |
3 |
| Ofi Invest Asset Management |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| Securian Asset Management, Inc |
3 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
3 |
| Transce3nd, LLC |
3 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
3 |
| Carmel Capital Partners, LLC |
3 |
| Yarbrough Capital, LLC |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| C WorldWide Group Holding A/S |
3 |
| Steward Financial Group LLC |
3 |
| River Road Asset Management, LLC |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Private Ocean, LLC |
3 |
| Sentry Investments Corp. |
3 |
| Vigilant Capital Management, LLC |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| Buckingham Strategic Partners |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| Summit Wealth Group Llc / Co |
3 |
| Delta Lloyd Nv |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Bridges Investment Management Inc |
3 |
| Gupta Wealth Management LLC |
3 |
| Pinnbrook Capital Management Lp |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Renaissance Group Llc |
3 |
| CenterBook Partners LP |
3 |
| Thomasville National Bank |
3 |
| Global X Management CO LLC |
3 |
| Barometer Capital Management Inc. |
3 |
| FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
3 |
| Blackrock Multi-sector Income Trust |
3 |
| Pathway Financial Advisers, LLC |
3 |
| Old Second National Bank Of Aurora |
3 |
| Cary Street Partners Financial Llc |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Sterling Investment Management, Inc. |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Buckhead Capital Management Llc |
3 |
| ROSS\JOHNSON & Associates LLC |
3 |
| Coastline Trust Co |
3 |
| Syntal Capital Partners, LLC |
3 |
| Gateway Investment Advisers Llc |
3 |
| Journey Strategic Wealth Llc |
3 |
| Guerra Advisors Inc |
3 |
| Boston Advisors Llc |
3 |
| Mbb Public Markets I Llc |
3 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
| SpiderRock Trading LLC |
3 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| Sculptor Capital LP |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| Blackstone Group Inc |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| Rothschild Investment Corp /il |
3 |
| New England Securities Corp /MA/ |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| Washington Trust Bank |
3 |
| HB Wealth Management, LLC |
3 |
| St Germain D J Co Inc |
3 |
| Zeke Capital Advisors, Llc |
3 |
| J.Safra Asset Management Corp |
3 |
| Groupe la Francaise |
3 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| Evolve Private Wealth, Llc |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
| Autumn Glory Partners, LLC |
3 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
3 |
| Purpose Unlimited Inc. |
3 |
| Banque Transatlantique SA |
3 |
| Simplicity Wealth,LLC |
3 |
| Marquette Asset Management, LLC |
3 |
| Dorsey Wright & Associates |
3 |
| Ascent Group, LLC |
3 |
| Jupiter Asset Management Ltd |
3 |
| Algert Global Llc |
3 |
| Values First Advisors, Inc. |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| Valmark Advisers, Inc. |
3 |
| New Covenant Trust Company, N.A. |
3 |
| ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
| Kirtland Hills Capital Management, Llc |
3 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
3 |
| National Planning Corp |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
3 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Simmons Bank |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Alta Advisers Ltd |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Investors Portfolio Services LLC |
3 |
| Robeco Schweiz AG |
3 |
| NorthRock Partners, LLC |
3 |
| Advisor Partners Llc |
3 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
3 |
| Godshalk Welsh Capital Management, Inc. |
3 |
| JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
3 |
| U S Global Investors Inc |
3 |
| Rithm Capital Corp. |
3 |
| Tema Etfs Llc |
3 |
| LGT Fund Management Co Ltd. |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| Mfs Multimarket Income Trust |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Fund Management at Engine No. 1 LLC |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| PGGM Investments |
3 |
| Swedbank AB |
3 |
| Gabelli Dividend & Income Trust |
3 |
| Mechanics Bank Trust Department |
3 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
3 |
| Hl Financial Services Llc |
3 |
| Keating Financial Advisory Services, Inc. |
3 |
| Angeles Wealth Management, Llc |
3 |
| Seeds Investor Llc |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| Hilltop National Bank |
3 |
| Baader Bank INC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| Eventide Asset Management, Llc |
3 |
| Commonwealth Equity Services, Inc |
3 |
| Essex Financial Services, Inc. |
3 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
| Curian Capital Llc |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Cowen Prime Services LLC |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| First Allied Advisory Services, Inc. |
3 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Mfs Municipal Income Trust |
3 |
| Cognios Capital, LLC |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
3 |
| RPg Family Wealth Advisory, LLC |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Mediolanum International Funds Ltd |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
3 |
| Saudi Central Bank |
3 |
| Legato Capital Management LLC |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Perpetual Ltd |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Invictus RG |
3 |
| Sound View Wealth Advisors Group, LLC |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| Hcim Trust |
3 |
| Visualize Group LP |
3 |
| Autonomy Capital (Jersey) L.P. |
3 |
| Delaware Management Holdings, Inc. |
3 |
| Parametric Market Neutral Portfolio |
3 |
| DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
3 |
| Us Global Investors Funds |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Principal Street Partners, LLC |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Inscription Capital, LLC |
3 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
3 |
| Suvretta Capital Management, Llc |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| Waddell & Reed Advisors Funds |
3 |
| Golden State Wealth Management, LLC |
3 |
| Eaton Vance Senior Income Trust |
3 |
| Absolute Return Capital, LLC |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| Next Financial Holdings |
3 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| 361 Capital Llc |
3 |
| Alaska Permanent Fund Corp |
3 |
| Comerica Securities,inc. |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Vanguard Horizon Funds |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| Visium Asset Management, LP |
3 |
| TCTC Holdings, LLC |
3 |
| Vollero Beach Capital Partners LLC |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Petrus Trust Company, LTA |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Triad Wealth Partners, LLC |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| RDA Financial Network |
3 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
3 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
| Eaton Vance Risk-managed Diversified Equity Income Fund |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| Bp Plc |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| Headinvest, Llc |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| Sprott Inc. |
3 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
| Prestige Wealth Management Group LLC |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
| Aegon Asset Management Uk Plc |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| Punch & Associates Investment Management, Inc. |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| Drake & Associates, LLC |
3 |
| Clearfield Capital Management Lp |
3 |
| Tfo-tdc, Llc |
3 |
| Opseu Pension Plan Trust Fund |
3 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
| C M Bidwell & Associates Ltd |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| Tradewinds Capital Management, LLC |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
3 |
| CSat Investment Advisory, L.P. |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Liberty Wealth Management Llc |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Bluefin Trading, LLC |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
| Zimmer Partners, LP |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
3 |
| Financial Management Professionals, Inc. |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
3 |
| FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 |
3 |
| Electron Capital Partners, LLC |
3 |
| Princeton Global Asset Management LLC |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
3 |
| Voleon Capital Management Lp |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| West Family Investments, Inc. |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Quest Capital Management Inc /adv |
3 |
| Nelson Capital Management, LLC |
3 |
| Axxcess Wealth Management, Llc |
3 |
| CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Steadfast Capital Management Lp |
3 |
| Wedge Capital Management L L P/nc |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| Aspire Private Capital, LLC |
3 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
| American Capital Advisory, LLC |
3 |
| Northwest Investment Counselors, Llc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
| Fideuram Asset Management (Ireland) dac |
3 |
| Imprint Wealth LLC |
3 |
| Lloyds Banking Group plc |
3 |
| Bluestein R H & Co |
3 |
| Wealthfront Advisers Llc |
3 |
| Yaupon Capital Management LP |
3 |
| WealthCollab, LLC |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| RMG Wealth Management LLC |
3 |
| Azzad Asset Management Inc /adv |
3 |
| Nemes Rush Group LLC |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| Highlander Capital Management, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| Capula Management Ltd |
3 |
| Strategic Blueprint, LLC |
3 |
| Salomon & Ludwin, LLC |
3 |
| Parplus Partners |
3 |
| First Manhattan Co |
3 |
| AlphaCore Capital LLC |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| EFG International AG |
3 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
| Suntrust Banks Inc |
3 |
| MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
3 |
| NatWest Group plc |
3 |
| MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Mirova |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
3 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I |
3 |
| Alera Investment Advisors, LLC |
3 |
| MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I |
3 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| Seeyond |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares |
3 |
| AHL Partners LLP |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
3 |
| Godfrey Financial Associates, Inc. |
3 |
| Genesee Capital Advisors, LLC |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| Tiverton Asset Management Llc |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| Atwood & Palmer Inc |
3 |
| Schechter Investment Advisors, LLC |
3 |
| Savior LLC |
3 |
| Banco BTG Pactual S.A. |
3 |
| ICONIQ Capital, LLC |
3 |
| 9258 Wealth Management, LLC |
3 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
| Cantab Capital Partners LLP |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
3 |
| Advisor Partners Ii, Llc |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| Timber Hill LLC |
3 |
| Thornburg Investment Management Inc |
3 |
| Johnson Investment Counsel Inc |
3 |
| Colonial Trust Co / SC |
3 |
| Anb Bank |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Jennison Global Infrastructure Portfolio |
3 |
| Riverview Trust Co |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| Beacon Capital Management, Inc. |
3 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| Lineweaver Wealth Advisors, LLC |
3 |
| PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
3 |
| Railway Pension Investments Ltd |
3 |
| Guyasuta Investment Advisors Inc |
3 |
| Groupama Asset Managment |
3 |
| Sivia Capital Partners, LLC |
3 |
| 55i, Llc |
3 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
3 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Laurel Wealth Advisors LLC |
3 |
| First Eagle Investment Management, LLC |
3 |
| VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I |
3 |
| Perbak Capital Partners LLP |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| Summit Financial, LLC |
3 |
| Wetherby Asset Management Inc |
3 |
| Placemark Investments, Inc. |
3 |
| Douglass Winthrop Advisors, LLC |
3 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
3 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| Angeles Investment Advisors, LLC |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Tortoise Capital Advisors, L.l.c. |
3 |
| FJ Investments, LLC |
3 |
| Wealthfront Inc |
3 |
| McAdams Wright Ragen, Inc. |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| NuWave Investment Management, LLC |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N |
3 |
| Man Investments Ltd |
3 |
| Enlightenment Research, LLC |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| LifePlan Financial Group, Inc |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF |
3 |
| Jackson, Grant Investment Advisers, Inc. |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| Harwood Advisory Group, LLC |
3 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| Essex Savings Bank |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| Cordatus Wealth Management LLC |
3 |
| Allred Capital Management, LLC |
3 |
| Eaton Vance Tax-managed Diversified Equity Income Fund |
3 |
| Probity Advisors, Inc. |
3 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
| HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
3 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
| Planning Capital Management Corp |
3 |
| Waddell & Reed Financial Inc |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| Nkcfo Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
3 |
| Wilmington Funds Management Corp |
3 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| Garde Capital, Inc. |
3 |
| Degroof Petercam Asset Management |
3 |
| Ellevest, Inc. |
3 |
| Lavaca Capital Llc |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| Armstrong Advisory Group, Inc |
3 |
| SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
3 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
3 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
3 |
| Etf Managers Group, Llc |
3 |
| Kennedy Capital Management, Inc. |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| AustralianSuper Pty Ltd |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| First Bank & Trust |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
| Stephens Consulting, LLC |
3 |
| Simon Quick Advisors, Llc |
3 |
| AIA Investment Management Private Ltd |
3 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
3 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
3 |
| AIA Group Ltd |
3 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
| Modern Wealth Management, LLC |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| Millburn Ridgefield Corp |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
| Private Advisory Group LLC |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| Jarislowsky, Fraser Ltd |
3 |
| Taikang Asset Management (Hong Kong) Co Ltd |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| Asset Advisors Investment Management, LLC |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
| Portfolio Design Labs, LLC |
3 |
| Selective Wealth Management, Inc. |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| Equitable Holdings, Inc. |
3 |
| Glenview Trust Co |
3 |
| First Capital Advisors Group, LLC. |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| First National Bank Sioux Falls |
3 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
| RFP Financial Group LLC |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| Mason Street Advisors, Llc |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| Steigerwald, Gordon & Koch Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Smithfield Trust Co |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
| Janus Capital Management Llc |
3 |
| Welch & Forbes Llc |
3 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
| Oribel Capital Management, LP |
3 |
| Parametrica Management Ltd |
3 |
| Beaumont Financial Advisors, LLC |
3 |
| Capital World Investors |
3 |
| Perritt Capital Management Inc |
3 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
| Adviser Investments LLC |
3 |
| Total Investment Management Inc |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Virtus Alternative Investment Advisers, Inc. |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| Unigestion Holding SA |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| Lee Financial Co |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| Parnassus Investments /ca |
3 |
| Regentatlantic Capital Llc |
3 |
| Banco Santander, S.A. |
3 |
| Trium Capital LLP |
3 |
| Sasco Capital Inc / Ct/ |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
| Quad-Cities Investment Group, LLC |
3 |
| Dogwood Wealth Management LLC |
3 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| Camden National Bank |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| IHT Wealth Management, LLC |
3 |
| EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A |
3 |
| Mendota Financial Group, LLC |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Tyers Asset Management LLC |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| Stoneridge Investment Partners Llc |
3 |
| Integrated Wealth Concepts LLC |
3 |
| Intellectus Partners, LLC |
3 |
| Oppenheimer Global Multi-asset Growth Fund |
3 |
| Kilter Group LLC |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
| Cigna Investments Inc /new |
3 |
| Westwood Holdings Group Inc |
3 |
| Summit Global Investments |
3 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| Change Path, LLC |
3 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| IFM Investors Pty Ltd |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| FourThought Financial Partners, LLC |
3 |
| Quest Partners LLC |
3 |
| Elmwood Wealth Management, Inc. |
3 |
| Sun Life Financial Inc |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| Motco |
3 |
| Silvant Capital Management LLC |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
| Keel Point, LLC |
3 |
| Savvy Advisors, Inc. |
3 |
| Castleview Partners, Llc |
3 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
3 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| Access Investment Management LLC |
3 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
| Ridgewood Investments LLC |
3 |
| Ofi Funds Trust |
3 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
3 |
| Pinnacle Financial Partners, Inc. |
3 |
| WMS Partners, LLC |
3 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
3 |
| Emerald Investment Partners, Llc |
3 |
| PenderFund Capital Management Ltd. |
3 |
| Atlas Capital Advisors Llc |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Northwest Financial Advisors |
3 |
| Westside Investment Management, Inc. |
3 |
| Copeland Capital Management, LLC |
3 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
3 |
| Mainstay Capital Management Llc /adv |
3 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| Sterling Investment Advisors, Ltd. |
3 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| Lido Advisors, LLC |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
3 |
| Globeflex Capital L P |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Atomi Financial Group, Inc. |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| Calamos Wealth Management LLC |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| Connable Office Inc |
3 |
| Liberty All Star Growth Fund Inc. |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
3 |
| Signature Resources Capital Management, LLC |
3 |
| Corient IA LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| Wesbanco Bank Inc |
3 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
| Senator Investment Group LP |
3 |
| BDO Wealth Advisors, LLC |
3 |
| Advisory Alpha, LLC |
3 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| Pendal Group Ltd |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| Tiaa, Fsb |
3 |
| FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF |
3 |
| CNB Bank |
3 |
| Parkwood LLC |
3 |
| Reynolds Capital Management Llc |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| Capital Bank & Trust Co |
3 |
| Insigneo Advisory Services, Llc |
3 |
| IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
3 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| Cushing Renaissance Fund |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Moran Wealth Management, LLC |
3 |
| PKO Investment Management Joint-Stock Co |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| YOKE - EA Series Trust - Yoke Core ETF |
3 |
| Ninepoint Partners LP |
3 |
| Ardsley Advisory Partners Lp |
3 |
| Fort Baker Capital Management LP |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| Brasada Capital Management, Lp |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| Banco de Sabadell, S.A |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| Rakuten Investment Management, Inc. |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| Cerebellum GP, LLC |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| Allstate Investment Management Co |
3 |
| FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A |
3 |
| Financial Advocates Investment Management |
3 |
| BW Gestao de Investimentos Ltda. |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
3 |
| IFG Advisory, LLC |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
3 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
3 |
| Impact Partnership Wealth, LLC |
3 |
| Prana Capital Management, LP |
3 |
| Lester Murray Antman dba SimplyRich |
3 |
| DC Investments Management, LLC |
3 |
| Front Row Advisors LLC |
3 |
| Schwartz Investment Counsel Inc |
3 |
| MD Financial Management Inc. |
3 |
| Global Trust Asset Management, LLC |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| Saturna Capital CORP |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Turtle Creek Wealth Advisors, LLC |
3 |
| Woodmont Investment Counsel Llc |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
3 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
| Colonial Trust Advisors |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| Caption Management, LLC |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A |
3 |
| PDS Planning, Inc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Lewis Asset Management, LLC |
3 |
| Crabel Capital Management, LLC |
3 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
| 6 Meridian |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| Truewealth Llc |
3 |
| Invesco Bond Fund |
3 |
| Bourgeon Capital Management Llc |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| Global X Funds |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| Greenline Wealth Management LLC |
3 |
| First Citizens Bank & Trust Co |
3 |
| Inceptionr Llc |
3 |
| Sawgrass Asset Management Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
| Invesco Dynamic Credit Opportunities Fund |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| Skye Global Management LP |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| Blackrock Utility & Infrastructure Trust |
3 |
| LGT Financial Advisors LLC |
3 |
| Analytic Investors, LLC |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
| Covalis Capital Llp |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| Gryphon Financial Partners LLC |
3 |
| Rathbone Brothers plc |
3 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
| Tibra Equities Europe Ltd |
3 |
| Fortis Capital Advisors, LLC |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| Ing Groep Nv |
3 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
3 |
| Signition Lp |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
3 |
| PFG Advisors |
3 |
| SMITH HAYES Advisers, Inc |
3 |
| BKM Wealth Management, LLC |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| Squar Milner Financial Services Llc |
3 |
| Lsv Asset Management |
3 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| Jamison Private Wealth Management, Inc. |
3 |
| Anchor Investment Management, LLC |
3 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| CenterStar Asset Management, LLC |
3 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
3 |
| Clarus Wealth Advisors |
3 |
| Monument Capital Management |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
| Calton & Associates, Inc. |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| Manning & Napier Group, LLC |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
| Underlying Funds Trust |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| Thomas White International Ltd |
3 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
3 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
3 |
| Ab Pooling Portfolios |
3 |
| West Paces Advisors Inc. |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| Heritage Wealth Advisors |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
3 |
| VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
3 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
3 |
| FOINX - Tributary Funds, Inc. - Income Fund Institutional |
3 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
| Sandy Spring Bank |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
3 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| Barrett Asset Management, LLC |
3 |
| Dunhill Financial, LLC |
3 |
| Ramirez Asset Management, Inc. |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
3 |
| THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| Silverlake Wealth Management Llc |
3 |
| Putnam Master Intermediate Income Trust |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| Carnegie Capital Asset Management, LLC |
3 |
| Choate Investment Advisors |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| Evercore Wealth Management, LLC |
3 |
| Blackrock Core Bond Trust |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| Commonwealth Bank Of Australia |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| NEOS Investment Management LLC |
3 |
| TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF |
3 |
| New York Life Investment Management Llc |
3 |
| Eaton Vance Enhanced Equity Income Fund |
3 |
| Kings Point Capital Management |
3 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
3 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| Ssga Master Trust |
3 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
| United Community Bank |
3 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
| Dialectic Capital Management, Lp |
3 |
| Reilly Financial Advisors, Llc |
3 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
3 |
| Qrg Capital Management, Inc. |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| Bangor Savings Bank |
3 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| Oppenheimer Global Strategic Income Fund |
3 |
| RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF |
3 |
| Eaton Vance National Municipal Opportunities Trust |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
| FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
3 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
3 |
| Havens Advisors Llc |
3 |
| PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
| Boston Financial Mangement Llc |
3 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
| iA Global Asset Management Inc. |
3 |
| Putnam Premier Income Trust |
3 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class |
3 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| Putnam Investors Fund |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| Lmcg Investments, Llc |
3 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
3 |
| First Pacific Financial |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| Capital International Sarl |
3 |
| Hollencrest Capital Management |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| Louisbourg Investments Inc. |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
| Park National Corp /oh/ |
3 |
| Toth Financial Advisory Corp |
3 |
| Axiom Investment Management LLC |
3 |
| Longboard Asset Management, LP |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| Levin Capital Strategies, L.p. |
3 |
| Cordant, Inc. |
3 |
| Krilogy Financial LLC |
3 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
3 |
| Old National Bancorp /in/ |
3 |
| Sierra Ocean, Llc |
3 |
| Commerce Bank |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
3 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
3 |
| Burns J W & Co Inc/ny |
3 |
| Voya Financial Advisors, Inc. |
3 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| Beacon Investment Advisory Services, Inc. |
3 |
| Df Dent & Co Inc |
3 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
3 |
| Capital Insight Partners, Llc |
3 |
| Gluskin Sheff & Assoc Inc |
3 |
| Norden Group Llc |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| WASHINGTON TRUST Co |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Pure Financial Advisors, Inc. |
3 |
| Carroll Financial Associates, Inc. |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| MTM Investment Management, LLC |
3 |
| Accel Wealth Management |
3 |
| Salem Investment Counselors Inc |
3 |
| Wolff Wiese Magana Llc |
3 |
| Country Trust Bank |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| Vestor Capital, Llc |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| Ajo, Lp |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| RiverFront Investment Group, LLC |
3 |
| First PREMIER Bank |
3 |
| Bellwether Advisors, LLC |
3 |
| Evolution Wealth Management Inc. |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| Advisor OS, LLC |
3 |
| Magellan Asset Management Ltd |
3 |
| Addison Advisors LLC |
3 |
| Wcm Investment Management, Llc |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
3 |
| Medallion Wealth Advisors, LLC |
3 |
| Ellsworth Advisors, LLC |
3 |
| Optimum Investment Advisors |
3 |
| Oarsman Capital, Inc. |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| Elevation Series Trust - RiverNorth Patriot ETF |
3 |
| Aaron Wealth Advisors LLC |
3 |
| One Capital Management, LLC |
3 |
| Davis R M Inc |
3 |
| First Financial Corp /in/ |
3 |
| Brookstone Capital Management |
3 |
| Golden State Equity Partners |
3 |
| Pacer Advisors, Inc. |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
3 |
| Merrion Investment Management Co, LLC |
3 |
| Tredje AP-fonden |
3 |
| BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| IMS Capital Management |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| BSW Wealth Partners |
3 |
| Caldwell & Orkin Inc |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| Spirit Of America Management Corp/ny |
3 |
| Annapolis Financial Services, LLC |
3 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
| Deerfield Management Company, L.p. (series C) |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| Trust Investment Advisors |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Td Asset Management Usa Funds Inc. |
3 |
| MCF Advisors LLC |
3 |
| IAG Wealth Partners, LLC |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| Oak Family Advisors, Llc |
3 |
| Allianzgi Equity & Convertible Income Fund |
3 |
| City Holding Co |
3 |
| Sandler Capital Management |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Lebenthal Global Advisors, LLC |
3 |
| Cassia Capital Partners, LLC |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| Winfield Associates, Inc. |
3 |
| Vantage Consulting Group Inc |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| DnB Asset Management AS |
3 |
| Sigma Planning Corp |
3 |
| Eastern Bank |
3 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| B&D White Capital Company, LLC |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| Allianzgi Diversified Income & Convertible Fund |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
3 |
| Forte Capital Llc /adv |
3 |
| Delaware Investments Dividend & Income Fund, Inc |
3 |
| Legacy Capital Wealth Partners, LLC |
3 |
| Oakbrook Investments Llc |
3 |
| Leavell Investment Management, Inc. |
3 |
| SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Interchange Capital Partners, LLC |
3 |
| Tradition Wealth Management, LLC |
3 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
| Argent Capital Management Llc |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| V-Square Quantitative Management LLC |
3 |
| Generali Investments CEE, investicni spolecnost, a.s. |
3 |
| MBEQX - M FUND INC - M International Equity Fund |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| American Research & Management Co. |
3 |
| Covington Capital Management |
3 |
| Elyxium Wealth, LLC |
3 |
| LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A |
3 |
| Disciplined Investments, LLC |
3 |
| Westfuller Advisors, LLC |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Standard Family Office LLC |
3 |
| AllSquare Wealth Management LLC |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
3 |
| Caas Capital Management Lp |
3 |
| Stephens Inc /ar/ |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Aventail Capital Group, LP |
3 |
| Appleton Partners Inc/ma |
3 |
| Burney Co/ |
3 |
| TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A |
3 |
| Laird Norton Trust Company, Llc |
3 |
| GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF |
3 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
| Chicago Partners Investment Group LLC |
3 |
| NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| S&co Inc |
3 |
| Optimal Asset Management, Inc. |
3 |
| Eudaimonia Partners, LLC |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| Principia Wealth Advisory, LLC |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| Btr Capital Management Inc |
3 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
3 |
| Northern Trust Co Of Connecticut |
3 |
| Everhart Financial Group, Inc. |
3 |
| BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A |
3 |
| Bard Financial Services, Inc. |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| Versus Capital Infrastructure Income Fund |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
| Cromwell Holdings LLC |
3 |
| Hexavest Inc. |
3 |
| Winton Capital Management Ltd |
3 |
| Belvedere Trading LLC |
3 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
| Shay Capital LLC |
3 |
| Mackay Shields Llc |
3 |
| TimesSquare Capital Management, LLC |
3 |
| Liberty One Investment Management, Llc |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
3 |
| Ledyard National Bank |
3 |
| Rice Hall James & Associates, Llc |
3 |
| King Investment Advisors Inc/tx |
3 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
3 |
| Syon Capital Llc |
3 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
| IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
3 |
| Gwn Securities Inc. |
3 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
| Clarkston Capital Partners, LLC |
3 |
| National Pension Service |
3 |
| Capital Innovations LLC |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| Skylands Capital, LLC |
3 |
| IMG Wealth Management, Inc. |
3 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
3 |
| Vinva Investment Management Ltd |
3 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
| Manning & Napier Advisors Llc |
3 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
3 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
| Highstreet Asset Management Inc. |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Hanseatic Management Services Inc |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
3 |
| NewEdge Wealth, LLC |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| State Of Michigan Retirement System |
3 |
| Pallas Capital Advisors LLC |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| Menta Capital Llc |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| Fenimore Asset Management Inc |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Diversified Trust Co |
3 |
| Palumbo Wealth Management LLC |
3 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
3 |
| Resonant Capital Advisors, LLC |
3 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
| Oakworth Capital, Inc. |
3 |
| Oxbow Advisors, LLC |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| Millstone Evans Group, LLC |
3 |
| Hanson & Doremus Investment Management |
3 |
| ESUM - Strategy Shares - Eventide US Market ETF |
3 |
| HighPoint Advisor Group LLC |
3 |
| Navellier & Associates Inc |
3 |
| Stonnington Group, Llc |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| SummitTX Capital, L.P. |
3 |
| Aventura Private Wealth, LLC |
3 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
| Alpine Income Trust |
3 |
| AlphaMark Advisors, LLC |
3 |
| Gabelli Equity Trust Inc |
3 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
3 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
| Y.D. More Investments Ltd |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Deseret Mutual Benefit Administrators |
3 |
| Laidlaw Wealth Management LLC |
3 |
| Guardian Capital Lp |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| Center for Financial Planning, Inc. |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| Triumph Capital Management |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| Counterpoint Mutual Funds LLC |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| Bellevue Asset Management, Llc |
3 |
| TradeLink Capital LLC |
3 |
| Column Capital Advisors, LLC |
3 |
| Bill & Melinda Gates Foundation Trust |
3 |
| Newfound Research LLC |
3 |
| Echo Street Capital Management LLC |
3 |
| Aureus Asset Management, LLC |
3 |
| Putnam ETF Trust - Putnam Sustainable Leaders ETF - |
3 |
| EPG Wealth Management LLC |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| Westover Capital Advisors, LLC |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Eagle Bay Advisors LLC |
3 |
| Counsel Portfolio Services Inc. |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Bbva Usa |
3 |
| Kathmere Capital Management, LLC |
3 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
3 |
| Sheets Smith Wealth Management |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| Advisor Resource Council |
3 |
| Cornerstone Advisors, LLC |
3 |
| Barings Llc |
3 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Dark Forest Capital Management Lp |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Accurate Wealth Management, LLC |
3 |
| East Coast Asset Management, LLC. |
3 |
| Anfield Capital Management, LLC |
3 |
| OpenArc Corporate Advisory, LLC |
3 |
| IBM Retirement Fund |
3 |
| Marks Group Wealth Management, Inc |
3 |
| Crestwood Advisors Group LLC |
3 |
| Freestone Capital Holdings, LLC |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| GFG Capital, LLC |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF |
3 |
| Banque Cantonale Vaudoise |
3 |
| Davy Global Fund Management Ltd |
3 |
| Murphy & Mullick Capital Management Corp |
3 |
| GM Advisory Group, Inc. |
3 |
| PIMCO Flexible Municipal Income Fund |
3 |
| Dean Investment Associates, Llc |
3 |
| Highland Capital Management, Llc |
3 |
| Great Diamond Partners, LLC |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| NorthCoast Asset Management LLC |
3 |
| BCS Private Wealth Management, Inc. |
3 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
3 |
| Integrated Advisors Network LLC |
3 |
| Brookfield Real Assets Income Fund Inc. |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Tuttle Tactical Management LLC |
3 |
| Amerivest Investment Management LLC |
3 |
| Pacifica Partners Inc. |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| Spectrum Management Group, LLC |
3 |
| Ieq Capital, Llc |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Lenox Wealth Management, Inc. |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| Verdence Capital Advisors LLC |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| WealthTrak Capital Management LLC |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| Glg Llc |
3 |
| Clark Capital Management Group, Inc. |
3 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
3 |
| Wbi Investments, Inc. |
3 |
| Artisan Partners Limited Partnership |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Cushing Asset Management, Lp |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| World Equity Group, Inc. |
3 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
3 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 |
3 |
