| Proequities, Inc. |
48 |
| UBS Group AG |
48 |
| Citadel Advisors Llc |
46 |
| Morgan Stanley |
44 |
| Millennium Management Llc |
44 |
| Jpmorgan Chase & Co |
44 |
| Bank Of America Corp /de/ |
43 |
| Wells Fargo & Company/mn |
43 |
| Goldman Sachs Group Inc |
42 |
| Susquehanna International Group, Llp |
41 |
| Citigroup Inc |
40 |
| Tower Research Capital LLC (TRC) |
39 |
| Royal Bank Of Canada |
39 |
| BlackRock, Inc. |
37 |
| Geode Capital Management, Llc |
37 |
| Barclays Plc |
37 |
| Pnc Financial Services Group, Inc. |
36 |
| Deutsche Bank Ag\ |
35 |
| Vanguard Group Inc |
35 |
| D. E. Shaw & Co., Inc. |
35 |
| Jane Street Group, Llc |
35 |
| Northern Trust Corp |
35 |
| Fmr Llc |
35 |
| State Street Corp |
34 |
| Invesco Ltd. |
34 |
| Wolverine Asset Management Llc |
33 |
| Ameriprise Financial Inc |
33 |
| Bank of New York Mellon Corp |
32 |
| Renaissance Technologies Llc |
32 |
| Two Sigma Investments, Lp |
31 |
| Prelude Capital Management, Llc |
31 |
| Credit Suisse Ag/ |
30 |
| Hrt Financial Lp |
30 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
30 |
| Simplex Trading, Llc |
30 |
| Manufacturers Life Insurance Company, The |
30 |
| Bank Of Montreal /can/ |
29 |
| Verition Fund Management LLC |
29 |
| SG Americas Securities, LLC |
29 |
| Virtu Financial LLC |
29 |
| Aqr Capital Management Llc |
29 |
| American International Group, Inc. |
28 |
| New York State Common Retirement Fund |
28 |
| Walleye Trading LLC |
28 |
| Voya Investment Management Llc |
28 |
| Bnp Paribas Arbitrage, Sa |
28 |
| IFP Advisors, Inc |
28 |
| California State Teachers Retirement System |
28 |
| Charles Schwab Investment Management Inc |
28 |
| Cubist Systematic Strategies, LLC |
27 |
| Balyasny Asset Management Llc |
27 |
| Dimensional Fund Advisors Lp |
27 |
| Us Bancorp \de\ |
27 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
27 |
| Gsa Capital Partners Llp |
27 |
| Russell Investments Group, Ltd. |
27 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
27 |
| Rhumbline Advisers |
27 |
| Two Sigma Advisers, Lp |
27 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
27 |
| Price T Rowe Associates Inc /md/ |
26 |
| Parametric Portfolio Associates Llc |
26 |
| Squarepoint Ops LLC |
26 |
| Nomura Holdings Inc |
26 |
| Jefferies Group LLC |
26 |
| Alliancebernstein L.p. |
26 |
| Marshall Wace, Llp |
26 |
| Wellington Management Group Llp |
26 |
| Group One Trading, L.p. |
26 |
| Creative Planning |
25 |
| Comerica Bank |
25 |
| Amalgamated Bank |
25 |
| Schonfeld Strategic Advisors LLC |
25 |
| Legal & General Group Plc |
25 |
| Stifel Financial Corp |
25 |
| Panagora Asset Management Inc |
25 |
| Boothbay Fund Management, Llc |
24 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
24 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
24 |
| Advisor Group Holdings, Inc. |
24 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
24 |
| Metropolitan Life Insurance Co/ny |
24 |
| Ubs Asset Management Americas Inc |
24 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
24 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
24 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
24 |
| Tudor Investment Corp Et Al |
23 |
| Walleye Capital LLC |
23 |
| BlackRock Fund Advisors |
23 |
| Acadian Asset Management Llc |
23 |
| Principal Financial Group Inc |
23 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
23 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
23 |
| Hudson Bay Capital Management LP |
23 |
| Strs Ohio |
23 |
| XTX Topco Ltd |
23 |
| Nuveen Asset Management, LLC |
23 |
| Federated Hermes, Inc. |
22 |
| Bessemer Group Inc |
22 |
| Ancora Advisors, LLC |
22 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
22 |
| Ameritas Investment Partners, Inc. |
22 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
22 |
| Prudential Financial Inc |
22 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
22 |
| Point72 Asset Management, L.P. |
22 |
| Magnetar Financial LLC |
22 |
| Captrust Financial Advisors |
22 |
| California Public Employees Retirement System |
22 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
22 |
| Quantbot Technologies LP |
22 |
| Blackrock Debt Strategies Fund, Inc. |
22 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
21 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
21 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
21 |
| PDT Partners, LLC |
21 |
| Lazard Asset Management Llc |
21 |
| Nisa Investment Advisors, Llc |
21 |
| Eaton Vance Ltd Duration Income Fund |
21 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
21 |
| ProShare Advisors LLC |
21 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
21 |
| Fifth Third Bancorp |
21 |
| Bridgeway Capital Management Inc |
21 |
| Blackrock Ltd Duration Income Trust |
21 |
| Two Sigma Securities, Llc |
21 |
| Victory Capital Management Inc |
21 |
| State of Wyoming |
21 |
| Northwestern Mutual Wealth Management Co |
21 |
| BlackRock Institutional Trust Company, N.A. |
21 |
| Allianz Asset Management GmbH |
21 |
| MetLife Investment Management, LLC |
20 |
| Wolverine Trading, Llc |
20 |
| Css Llc/il |
20 |
| Paloma Partners Management Co |
20 |
| Kcg Holdings, Inc. |
20 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
20 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
20 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
20 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
20 |
| Neuberger Berman Group LLC |
20 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
20 |
| Qube Research & Technologies Ltd |
20 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
20 |
| HighTower Advisors, LLC |
20 |
| Janus Henderson Group Plc |
20 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
20 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
20 |
| BlackRock Advisors LLC |
20 |
| Ladenburg Thalmann Financial Services Inc |
20 |
| State Board Of Administration Of Florida Retirement System |
20 |
| LMR Partners LLP |
20 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
20 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
20 |
| Raymond James & Associates |
19 |
| ExodusPoint Capital Management, LP |
19 |
| A.R.T. Advisors, LLC |
19 |
| LPL Financial LLC |
19 |
| Oxford Asset Management Llp |
19 |
| Trexquant Investment LP |
19 |
| Alpine Global Management, LLC |
19 |
| Adage Capital Partners Gp, L.l.c. |
19 |
| Jacobs Levy Equity Management, Inc |
19 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
19 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
19 |
| Calamos Advisors LLC |
19 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
19 |
| Guggenheim Capital Llc |
19 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
19 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
19 |
| Franklin Resources Inc |
19 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
19 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
19 |
| American Century Companies Inc |
19 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
19 |
| Sei Investments Co |
19 |
| BlackRock Investment Management, LLC |
19 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
19 |
| Hsbc Holdings Plc |
19 |
| State Of Wisconsin Investment Board |
19 |
| Jump Financial, LLC |
19 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
19 |
| Teacher Retirement System Of Texas |
19 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
19 |
| Glenmede Trust Co Na |
19 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
19 |
| Blackrock Corporate High Yield Fund, Inc. |
19 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
19 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
19 |
| Advisor Group, Inc. |
18 |
| Quadrant Capital Group Llc |
18 |
| Advisory Services Network, LLC |
18 |
| Macquarie Group Ltd |
18 |
| Raymond James Financial Services Advisors, Inc. |
18 |
| First Trust Advisors Lp |
18 |
| Rockefeller Capital Management L.P. |
18 |
| Algert Global Llc |
18 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
18 |
| Vanguard Index Funds |
18 |
| Swiss National Bank |
18 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
18 |
| Connor, Clark & Lunn Investment Management Ltd. |
18 |
| First Horizon Advisors, Inc. |
18 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
18 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
18 |
| Laurion Capital Management LP |
18 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
18 |
| Public Employees Retirement Association Of Colorado |
18 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
18 |
| Steward Partners Investment Advisory, Llc |
18 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
18 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
18 |
| OMERS ADMINISTRATION Corp |
18 |
| Dynamic Technology Lab Private Ltd |
18 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
18 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
18 |
| Public Employees Retirement System Of Ohio |
18 |
| Driehaus Capital Management Llc |
18 |
| Perceptive Advisors Llc |
18 |
| Cwm, Llc |
18 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
18 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
17 |
| Signaturefd, Llc |
17 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
17 |
| Point72 Hong Kong Ltd |
17 |
| Man Group plc |
17 |
| Schroder Investment Management Group |
17 |
| ClariVest Asset Management LLC |
17 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
17 |
| Royce & Associates Lp |
17 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
17 |
| Envestnet Asset Management Inc |
17 |
| Aperio Group, LLC |
17 |
| Nationwide Fund Advisors |
17 |
| BlueCrest Capital Management Ltd |
17 |
| PEAK6 Investments, L.P. |
17 |
| Arrowstreet Capital, Limited Partnership |
17 |
| Parallax Volatility Advisers, L.P. |
17 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
17 |
| Cutler Group LP |
17 |
| Polar Asset Management Partners Inc. |
17 |
| SBI Securities Co., Ltd. |
17 |
| Alyeska Investment Group, L.P. |
17 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
17 |
| Federation des caisses Desjardins du Quebec |
17 |
| Centiva Capital, LP |
17 |
| DekaBank Deutsche Girozentrale |
17 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
17 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
17 |
| Deerfield Management Company, L.p. (series C) |
17 |
| Cnh Partners Llc |
17 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
17 |
| Norges Bank |
17 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
17 |
| Gabelli Funds Llc |
17 |
| Lord, Abbett & Co. Llc |
17 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
16 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
16 |
| NEXT Financial Group, Inc |
16 |
| M&t Bank Corp |
16 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
16 |
| Arizona State Retirement System |
16 |
| Pacer Advisors, Inc. |
16 |
| Blair William & Co/il |
16 |
| MAI Capital Management |
16 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
16 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
16 |
| Highbridge Capital Management Llc |
16 |
| Credit Agricole S A |
16 |
| Capstone Investment Advisors, Llc |
16 |
| Td Asset Management Inc |
16 |
| O'shaughnessy Asset Management, Llc |
16 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
16 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
16 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
16 |
| Bayesian Capital Management, LP |
16 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
16 |
| Moore Capital Management, Lp |
16 |
| BlackRock Group LTD |
16 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
16 |
| Teachers Retirement System Of The State Of Kentucky |
16 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
16 |
| Ubs Ag |
16 |
| Russell Frank Co/ |
16 |
| Huntington National Bank |
16 |
| Engineers Gate Manager LP |
16 |
| Ubs Oconnor Llc |
16 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
16 |
| Parallel Advisors, LLC |
16 |
| Los Angeles Capital Management Llc |
16 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
16 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
16 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
16 |
| Daiwa Securities Group Inc. |
15 |
| Allspring Global Investments Holdings, LLC |
15 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
15 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
15 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
15 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
15 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
15 |
| TCI Wealth Advisors, Inc. |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
15 |
| Landscape Capital Management, L.l.c. |
15 |
| Healthcare Of Ontario Pension Plan Trust Fund |
15 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
15 |
| Redmile Group, LLC |
15 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
15 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
15 |
| FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
15 |
| Blackrock Core Bond Trust |
15 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
15 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
15 |
| Great West Life Assurance Co /can/ |
15 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
15 |
| Meeder Asset Management Inc |
15 |
| Asset Management One Co., Ltd. |
15 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
15 |
| Kennedy Capital Management, Inc. |
15 |
| PEAK6 Investments LLC |
15 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
15 |
| Allworth Financial LP |
15 |
| Y-Intercept (Hong Kong) Ltd |
15 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
15 |
| GAMMA Investing LLC |
15 |
| Zacks Investment Management |
15 |
| Blackrock Multi-sector Income Trust |
15 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
15 |
| MetLife Securities, Inc |
15 |
| Voloridge Investment Management, Llc |
15 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
15 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
15 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
15 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
15 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
15 |
| Tfs Capital Llc |
15 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
15 |
| VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
15 |
| Spark Investment Management LLC |
15 |
| Massmutual Trust Co Fsb/adv |
15 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
15 |
| Sterling Capital Management LLC |
15 |
| Teachers Advisors, Llc |
14 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
14 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
14 |
| Jennison Associates Llc |
14 |
| Jefferies Financial Group Inc. |
14 |
| Ground Swell Capital, LLC |
14 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
14 |
| Putnam Investments Llc |
14 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
14 |
| Winton Capital Group Ltd |
14 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
14 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
14 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
14 |
| Hbk Investments L P |
14 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
14 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
14 |
| Airain ltd |
14 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
14 |
| Picton Mahoney Asset Management |
14 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
14 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
14 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
14 |
| Mirae Asset Global Investments Co., Ltd. |
14 |
| State of Tennessee, Treasury Department |
14 |
| Blackrock Credit Allocation Income Trust |
14 |
| Bogle Investment Management L P /de/ |
14 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
14 |
| Principal Funds Inc |
14 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
14 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
14 |
| SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
14 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
14 |
| Ergoteles LLC |
14 |
| Commonwealth Equity Services, Llc |
14 |
| Lindbrook Capital, Llc |
14 |
| Fred Alger Management, Llc |
14 |
| Invesco Senior Income Trust |
14 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
14 |
| Glassman Wealth Services |
14 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
14 |
| Raymond James Financial Inc |
14 |
| Caxton Associates Lp |
14 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
14 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
14 |
| Ellevest, Inc. |
14 |
| Jones Financial Companies Lllp |
14 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
14 |
| Eaton Vance Senior Floating Rate Trust |
14 |
| College Retirement Equities Fund |
14 |
| SRS Capital Advisors, Inc. |
14 |
| Axa S.a. |
14 |
| Weiss Multi-Strategy Advisers LLC |
14 |
| Alberta Investment Management Corp |
14 |
| Oregon Public Employees Retirement Fund |
14 |
| Tiaa Cref Investment Management Llc |
14 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
14 |
| Glazer Capital, Llc |
14 |
| CIBC Private Wealth Group, LLC |
14 |
| Global Retirement Partners, LLC |
14 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
14 |
| Old Mission Capital Llc |
14 |
| Massachusetts Financial Services Co /ma/ |
14 |
| BlackRock Japan Co. Ltd |
14 |
| Eaton Vance Floating-rate Income Trust |
14 |
| Thrivent Financial For Lutherans |
14 |
| Toronto Dominion Bank |
14 |
| Eqis Capital Management, Inc. |
13 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
13 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
13 |
| Nuveen Floating Rate Income Fund |
13 |
| Tfs Capital Investment Trust |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
13 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
13 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
13 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
13 |
| Canada Pension Plan Investment Board |
13 |
| Profund Advisors Llc |
13 |
| Employees Retirement System of Texas |
13 |
| Eaton Vance Management |
13 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
13 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
13 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
13 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
13 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
13 |
| Gotham Asset Management, LLC |
13 |
| Visium Asset Management, LP |
13 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
13 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
13 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
13 |
| Linden Advisors Lp |
13 |
| Natixis |
13 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
13 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
13 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
13 |
| Quadrature Capital Ltd |
13 |
| Blackrock Floating Rate Income Trust |
13 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
13 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
13 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
13 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
13 |
| International Assets Investment Management, Llc |
13 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
13 |
| Advisors Asset Management, Inc. |
13 |
| Brown Brothers Harriman & Co |
13 |
| National Bank Of Canada /fi/ |
13 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
13 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
13 |
| GAM Holding AG |
13 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
13 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
13 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
13 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
13 |
| Fisher Asset Management, LLC |
13 |
| Seven Eight Capital, Lp |
13 |
| BlackRock Credit Strategies Fund |
13 |
| Atria Investments Llc |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
13 |
| EverSource Wealth Advisors, LLC |
13 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
13 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
13 |
| Humankind Benefit Corp - Humankind US Stock ETF |
13 |
| MUFG Americas Holdings Corp |
13 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
13 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
13 |
| Campbell & CO Investment Adviser LLC |
13 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
13 |
| Woodline Partners LP |
13 |
| Eaton Vance Senior Income Trust |
13 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
13 |
| QS Investors, LLC |
13 |
| Truist Financial Corp |
13 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
13 |
| Nuveen Floating Rate Income Opportunity Fund |
13 |
| D.a. Davidson & Co. |
13 |
| Marshall Wace North America L.P. |
13 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
13 |
| GWM Advisors LLC |
13 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
13 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
13 |
| Private Capital Group, LLC |
13 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
13 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
13 |
| Acrospire Investment Management LLC |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
13 |
| Samlyn Capital, Llc |
13 |
| Handelsbanken Fonder AB |
13 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
13 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
13 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
| Farther Finance Advisors, LLC |
13 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
13 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
13 |
| Graham Capital Management, L.P. |
13 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
13 |
| CENTRAL TRUST Co |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
13 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
13 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
13 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
13 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
13 |
| Vanguard World Fund |
13 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
13 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
13 |
| Eagle Asset Management Inc |
13 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
13 |
| Assetmark, Inc |
13 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
13 |
| Gemmer Asset Management LLC |
13 |
| Stephens Inc /ar/ |
13 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
13 |
| Invesco Senior Loan Fund |
13 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
13 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
| Nuveen Senior Income Fund |
12 |
| Exchange Traded Concepts, Llc |
12 |
| Farmers & Merchants Investments Inc |
12 |
| Thompson Davis & Co., Inc. |
12 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
12 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
12 |
| Weiss Strategic Interval Fund |
12 |
| Globeflex Capital L P |
12 |
| Mutual Of America Capital Management Llc |
12 |
| Nuveen Credit Strategies Income Fund |
12 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
12 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
12 |
| Franklin Ltd Duration Income Trust |
12 |
| Dupont Capital Management Corp |
12 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
12 |
| Oppenheimer Funds Inc |
12 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
12 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
12 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
12 |
| Ardsley Advisory Partners Lp |
12 |
| Candriam Luxembourg S.C.A. |
12 |
| NumerixS Investment Technologies Inc |
12 |
| Cornerstone Capital Management Holdings Llc. |
12 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
12 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
12 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
12 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
12 |
| Stratos Wealth Partners, LTD. |
12 |
| Brevan Howard Capital Management LP |
12 |
| AMP Capital Investors Ltd |
12 |
| Pura Vida Investments, Llc |
12 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
12 |
| Davidson Kempner Capital Management Lp |
12 |
| Essex Investment Management Co Llc |
12 |
| Calamos Global Dynamic Income Fund |
12 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
12 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
12 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
12 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
12 |
| Janney Montgomery Scott LLC |
12 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
12 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
12 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
12 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
12 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
12 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
12 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
12 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
12 |
| Natixis Advisors, L.p. |
12 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
12 |
| Yakira Capital Management, Inc. |
12 |
| FIL Ltd |
12 |
| Loomis Sayles & Co L P |
12 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
12 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
12 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
12 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
12 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
12 |
| Amundi Pioneer Asset Management Inc |
12 |
| Diametric Capital, LP |
12 |
| Baird Financial Group, Inc. |
12 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
12 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
12 |
| First Republic Investment Management, Inc. |
12 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
12 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
12 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
12 |
| Managed Account Advisors Llc |
12 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
12 |
| Palisade Capital Management Llc/nj |
12 |
| Vestcor Inc |
12 |
| Parkside Financial Bank & Trust |
12 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
12 |
| Susquehanna Fundamental Investments, Llc |
12 |
| Ronald Blue Trust, Inc. |
12 |
| State of Alaska, Department of Revenue |
12 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
12 |
| Hillsdale Investment Management Inc. |
12 |
| Amalgamated Financial Corp. |
12 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
12 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
12 |
| PineBridge Investments, L.P. |
12 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
12 |
| Skopos Labs, Inc. |
12 |
| Hutchin Hill Capital, LP |
12 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
12 |
| Smith Asset Management Group Lp |
12 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
12 |
| State Farm Variable Product Trust |
12 |
| State Farm Mutual Fund Trust |
12 |
| Aquatic Capital Management LLC |
12 |
| FNY Investment Advisers, LLC |
12 |
| Covestor Ltd |
12 |
| Wealthspire Advisors, L.P. |
12 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
12 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
12 |
| HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF |
12 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
12 |
| Fuller & Thaler Asset Management, Inc. |
12 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
12 |
| Mariner, LLC |
12 |
| Nicholas Investment Partners, LP |
12 |
| National Asset Management, Inc. |
12 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
12 |
| Suntrust Banks Inc |
12 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
12 |
| First Manhattan Co |
12 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
12 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
12 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
12 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
12 |
| Dark Forest Capital Management Lp |
12 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
12 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
12 |
| Public Sector Pension Investment Board |
12 |
| CIBC Asset Management Inc |
12 |
| Reilly Financial Advisors, Llc |
12 |
| Brinker Capital Investments, LLC |
11 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
11 |
| Municipal Employees' Retirement System of Michigan |
11 |
| Profunds - Profund Vp Small-cap |
11 |
| Principal Securities, Inc. |
11 |
| New York State Teachers Retirement System |
11 |
| Profunds - Profund Vp Ultrasmall-cap |
11 |
| Oppenheimer & Co Inc |
11 |
| Icon Advisers Inc/co |
11 |
| State of New Jersey Common Pension Fund D |
11 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
11 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
11 |
| Texas Permanent School Fund |
11 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
11 |
| K2 Principal Fund, L.p. |
11 |
| FineMark National Bank & Trust |
11 |
| Private Trust Co Na |
11 |
| Fox Run Management, L.l.c. |
11 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
11 |
| Quantitative Systematic Strategies LLC |
11 |
| Mirabella Financial Services Llp |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
11 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
11 |
| John Hancock Funds II - Health Sciences Fund Class NAV |
11 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
11 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
11 |
| Coldstream Capital Management Inc |
11 |
| Tiaa-cref Funds |
11 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
11 |
| Lombard Odier Asset Management (USA) Corp |
11 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
11 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
11 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
11 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
11 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
11 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
11 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
11 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
11 |
| Bank Of Nova Scotia |
11 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
11 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
11 |
| Assured Investment Management LLC |
11 |
| Legato Capital Management LLC |
11 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
11 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
11 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
11 |
| JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
11 |
| Monashee Investment Management LLC |
11 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
11 |
| Hartland & Co., LLC |
11 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
11 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
11 |
| Alps Advisors Inc |
11 |
| Louisiana State Employees Retirement System |
11 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
11 |
| Cresset Asset Management, LLC |
11 |
| Occudo Quantitative Strategies Lp |
11 |
| Voya Prime Rate Trust |
11 |
| Weiss Asset Management LP |
11 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
11 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
11 |
| Clearbridge Investments, LLC |
11 |
| Rotella Capital Management, Inc. |
11 |
| SJS Investment Consulting Inc. |
11 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
11 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
11 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
11 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
11 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
11 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
11 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
11 |
| Kornitzer Capital Management Inc /ks |
11 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
11 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
11 |
| JustInvest LLC |
11 |
| United Services Automobile Association |
11 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
11 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
11 |
| Bokf, Na |
11 |
| Emerald Acquisition Ltd. |
11 |
| Turner Investments, L.p. |
11 |
| Xponance, Inc. |
11 |
| Stanley-Laman Group, Ltd. |
11 |
| Ellington Management Group Llc |
11 |
| Clear Street Markets Llc |
11 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
11 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
11 |
| EverPoint Asset Management, LLC |
11 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
11 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
11 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
11 |
| Convergence Investment Partners, LLC |
11 |
| Jane Street Holding, LLC |
11 |
| FDx Advisors, Inc. |
11 |
| Guggenheim Active Allocation Fund |
11 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
11 |
| Shay Capital LLC |
11 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
11 |
| Skandinaviska Enskilda Banken AB (publ) |
11 |
| ArrowMark Colorado Holdings LLC |
11 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
11 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
11 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
11 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
11 |
| Nordea Investment Management Ab |
11 |
| Caitong International Asset Management Co., Ltd |
11 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
11 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
11 |
| Pictet Asset Management Ltd |
11 |
| Spire Wealth Management |
11 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
11 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
| Geneos Wealth Management Inc. |
11 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
11 |
| Shell Asset Management Co |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| Regions Financial Corp |
11 |
| CIBC World Markets Inc. |
11 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
11 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
11 |
| Cambridge Investment Research Advisors, Inc. |
11 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
11 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
11 |
| Piedmont Investment Advisors Llc |
11 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
11 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
11 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
11 |
| Capital Fund Management S.a. |
11 |
| Commonwealth Equity Services, Inc |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
11 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
11 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
11 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
11 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
11 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
11 |
| Stevens Capital Management Lp |
11 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
11 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
11 |
| Whittier Trust Co |
11 |
| Farallon Capital Management Llc |
11 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
11 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
11 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
11 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
11 |
| Belpointe Asset Management LLC |
11 |
| Orbimed Advisors Llc |
11 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
11 |
| Virginia Retirement Systems Et Al |
11 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
11 |
| HealthCor Management, L.P. |
11 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
11 |
| RidgeWorth Capital Management LLC |
11 |
| Numeric Investors Llc |
11 |
| Rice Hall James & Associates, Llc |
11 |
| First Mercantile Trust Co |
11 |
| Nine Chapters Capital Management LLC |
11 |
| Amundi |
11 |
| HAP Trading, LLC |
11 |
| Point72 Asia (Singapore) Pte. Ltd. |
11 |
| Umb Bank N A/mo |
11 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
11 |
| First Quadrant L P/ca |
11 |
| EAM Investors, LLC |
11 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
11 |
| Kayne Anderson Rudnick Investment Management Llc |
10 |
| Calamos Global Total Return Fund |
10 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
10 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
10 |
| Alliancebernstein Global High Income Fund Inc |
10 |
| Gamco Investors, Inc. Et Al |
10 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
10 |
| Mason Street Advisors, Llc |
10 |
| Catalyst Funds Management Pty Ltd |
10 |
| Vanguard Horizon Funds |
10 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
10 |
| Proficio Capital Partners LLC |
10 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
10 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
10 |
| Relative Value Fund |
10 |
| Brown Advisory Inc |
10 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
10 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
10 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
10 |
| Aviva Plc |
10 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
10 |
| PENN SERIES FUNDS INC - International Equity Fund |
10 |
| Smartleaf Asset Management LLC |
10 |
| Sciencast Management LP |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
10 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
10 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
10 |
| Larson Financial Group LLC |
10 |
| Independent Portfolio Consultants, Inc. |
10 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
10 |
| Cowen And Company, Llc |
10 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
10 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
10 |
| Cornercap Investment Counsel Inc |
10 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
10 |
| Westpac Banking Corp |
10 |
| 1832 Asset Management L.P. |
10 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
10 |
| Avidity Partners Management LP |
10 |
| FORA Capital, LLC |
10 |
| Boston Advisors Llc |
10 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
10 |
| Wealth Enhancement Advisory Services, Llc |
10 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
10 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
10 |
| Nomura Asset Management Co Ltd |
10 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
10 |
| Ci Investments Inc. |
10 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
10 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
10 |
| Sumitomo Mitsui Trust Holdings, Inc. |
10 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
10 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
10 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
10 |
| LS Investment Advisors, LLC |
10 |
| Alambic Investment Management, L.P. |
10 |
| IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF |
10 |
| Robeco Institutional Asset Management B.V. |
10 |
| Vantagepoint Funds |
10 |
| Maverick Capital Ltd |
10 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
10 |
| Patriot Financial Group Insurance Agency, LLC |
10 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
10 |
| Cinctive Capital Management LP |
10 |
| Sowell Financial Services LLC |
10 |
| Johnson Financial Group, Inc. |
10 |
| Nuveen Short Duration Credit Opportunities Fund |
10 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
10 |
| CIBC Bancorp USA Inc. |
10 |
| Westchester Capital Management, LLC |
10 |
| Versant Capital Management, Inc |
10 |
| UMA Financial Services, Inc. |
10 |
| Ensign Peak Advisors, Inc |
10 |
| Pictet Asset Management Sa |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
10 |
| Carroll Financial Associates, Inc. |
10 |
| Van Eck Associates Corp |
10 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
10 |
| Pinnacle Wealth Planning Services, Inc. |
10 |
| KBC Group NV |
10 |
| Caas Capital Management Lp |
10 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
10 |
| Hartford Mutual Funds Inc/ct |
10 |
| Ontario Teachers Pension Plan Board |
10 |
| Quarry LP |
10 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
10 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
| Chicago Equity Partners Llc |
10 |
| BNP Paribas Asset Management Holding S.A. |
10 |
| Navellier & Associates Inc |
10 |
| Rothschild Investment Llc |
10 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
10 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
10 |
| Synovus Financial Corp |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
10 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
10 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
10 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
10 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
10 |
| IndexIQ Advisors LLC |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
10 |
| Shepherd Kaplan Krochuk, Llc |
10 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
10 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
10 |
| Leonteq Securities AG |
10 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
10 |
| AdvisorNet Financial, Inc |
10 |
| Toth Financial Advisory Corp |
10 |
| Fortitude Family Office, LLC |
10 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
10 |
| Penserra Capital Management LLC |
10 |
| Princeton Alpha Management LP |
10 |
| Retirement Systems of Alabama |
10 |
| State Of Michigan Retirement System |
10 |
| Optiver Holding B.V. |
10 |
| Pathstone Family Office, Llc |
10 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
10 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
10 |
| Analytic Investors, LLC |
10 |
| VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares |
10 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
10 |
| Blackstone / Gso Long-short Credit Income Fund |
10 |
| Cowen Group, Inc. |
10 |
| QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
10 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
10 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
10 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
10 |
| Northwest & Ethical Investments L.P. |
10 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
10 |
| CI Private Wealth, LLC |
10 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
10 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
10 |
| Manchester Capital Management LLC |
10 |
| Aigen Investment Management, Lp |
10 |
| Mackay Shields Llc |
10 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
10 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
10 |
| Clear Street Llc |
10 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
10 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
10 |
| Sectoral Asset Management Inc |
10 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
10 |
| Toroso Investments, LLC |
10 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
10 |
| Sawtooth Solutions, LLC |
10 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
10 |
| Cadence Capital Management Llc |
10 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
10 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
10 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
10 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
10 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
10 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
10 |
| Silvercrest Asset Management Group Llc |
10 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
10 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
10 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
10 |
| Oppenheimer Asset Management Inc. |
10 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
10 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
10 |
| Salem Investment Counselors Inc |
10 |
| Cibc World Markets Corp |
10 |
| True Wealth Design, LLC |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
10 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
10 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
10 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
10 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
10 |
| Point72 (DIFC) Ltd |
10 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
10 |
| Valeo Financial Advisors, LLC |
10 |
| Holocene Advisors, LP |
10 |
| Calamos Strategic Total Return Fund |
10 |
| Twin Tree Management, LP |
10 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
10 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
| Private Advisor Group, LLC |
9 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
9 |
| Harbor Investment Advisory, Llc |
9 |
| Erste Asset Management GmbH |
9 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
9 |
| Telemetry Investments, L.L.C. |
9 |
| Associated Banc-corp |
9 |
| Mml Investors Services, Llc |
9 |
| Itau Unibanco Holding S.A. |
9 |
| Venturi Wealth Management, LLC |
9 |
| Cion Ares Diversified Credit Fund |
9 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
9 |
| Cetera Advisor Networks LLC |
9 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
9 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
9 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
9 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
9 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
9 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
9 |
| Rock Springs Capital Management LP |
9 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
9 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
9 |
| Oberweis Asset Management Inc/ |
9 |
| HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A |
9 |
| Element Capital Management Llc |
9 |
| Fort, L.p. |
9 |
| National Planning Corp |
9 |
| Martingale Asset Management L P |
9 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
9 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
9 |
| Sanctuary Advisors, LLC |
9 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
9 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
9 |
| Blueshift Asset Management, LLC |
9 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
9 |
| Caption Management, LLC |
9 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
9 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
9 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
9 |
| Berman Capital Advisors, LLC |
9 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
9 |
| Quantinno Capital Management LP |
9 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
9 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
9 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
9 |
| Commerce Bank |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
9 |
| Eaton Vance Short Duration Diversified Income Fund |
9 |
| Prestige Wealth Management Group LLC |
9 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
9 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
9 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
9 |
| Avion Wealth |
9 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
9 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
9 |
| Ajo, Lp |
9 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
9 |
| Pnc Funds |
9 |
| Pioneer Floating Rate Trust |
9 |
| Mackenzie Financial Corp |
9 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
9 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
9 |
| Root Financial Partners, LLC |
9 |
| Tucker Asset Management Llc |
9 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
9 |
| Point72 Middle East FZE |
9 |
| Securian Asset Management, Inc |
9 |
| Hm Payson & Co |
9 |
| Oppenheimer Etf Trust |
9 |
| Cornerstone Planning Group LLC |
9 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
9 |
| Vanguard Explorer Fund |
9 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
9 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
9 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
9 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
9 |
| Intech Investment Management Llc |
9 |
| Nuveen, LLC |
9 |
| Quantitative Investment Management, LLC |
9 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
9 |
| Geneva Advisors, LLC |
9 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
9 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
9 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
9 |
| Chartwell Investment Partners, Llc |
9 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
9 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
9 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
9 |
| Sawgrass Asset Management Llc |
9 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
9 |
| Jfs Wealth Advisors, Llc |
9 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
9 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
9 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
9 |
| CoreCap Advisors, LLC |
9 |
| Rehmann Capital Advisory Group |
9 |
| Sheets Smith Wealth Management |
9 |
| HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia |
9 |
| Pimco Dynamic Income Fund |
9 |
| C M Bidwell & Associates Ltd |
9 |
| Yousif Capital Management, Llc |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
9 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
9 |
| Bell Investment Advisors, Inc |
9 |
| Highland Capital Management Lp |
9 |
| Shelton Capital Management |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
9 |
| Eagle Bay Advisors LLC |
9 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
9 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
9 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
9 |
| Money Concepts Capital Corp |
9 |
| King Luther Capital Management Corp |
9 |
| Harbour Investments, Inc. |
9 |
| South Dakota Investment Council |
9 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
9 |
| Sabby Management, Llc |
9 |
| SECOR Capital Advisors, LP |
9 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
9 |
| Columbus Circle Investors |
9 |
| Blackstone / Gso Senior Floating Rate Term Fund |
9 |
| Financial Architects, Inc |
9 |
| Colony Group, LLC |
9 |
| Blackstone / Gso Strategic Credit Fund |
9 |
| SkyView Investment Advisors, LLC |
9 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
9 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
9 |
| Bridgefront Capital, LLC |
9 |
| Riggs Asset Managment Co. Inc. |
9 |
| Virtus Global Dividend & Income Fund Inc. |
9 |
| Maryland State Retirement & Pension System |
9 |
| Police & Firemen's Retirement System of New Jersey |
9 |
| Altshuler Shaham Ltd |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
9 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
9 |
| Kestra Advisory Services, LLC |
9 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
9 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
9 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
9 |
| First Horizon Corp |
9 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
9 |
| JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
9 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
9 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
| Advent Capital Management /de/ |
9 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
9 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
9 |
| Regal Investment Advisors LLC |
9 |
| Plante Moran Financial Advisors, LLC |
9 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
9 |
| Cornerstone Advisors, Inc. |
9 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
9 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
9 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
9 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
9 |
| Howe & Rusling Inc |
9 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
9 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
9 |
| Bb&t Securities, Llc |
9 |
| NewSquare Capital LLC |
9 |
| Voya Senior Income Fund |
9 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
9 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
9 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
9 |
| Keybank National Association/oh |
9 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| Soros Fund Management Llc |
9 |
| Ranger Investment Management, L.P. |
9 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
9 |
| Tocqueville Asset Management L.p. |
9 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| Arkadios Wealth Advisors |
9 |
| Mather Group, Llc. |
9 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
9 |
| Pinz Capital Management, LP |
9 |
| Keebeck Alpha, LP |
9 |
| Hussman Strategic Advisors, Inc. |
9 |
| Banque Cantonale Vaudoise |
9 |
| Standard Life Aberdeen plc |
9 |
| Illinois Municipal Retirement Fund |
9 |
| BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
9 |
| Hanseatic Management Services Inc |
9 |
| Crossmark Global Holdings, Inc. |
9 |
| Spot Trading L.L.C |
9 |
| Pentwater Capital Management LP |
9 |
| Cullen/frost Bankers, Inc. |
9 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
9 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
9 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
9 |
| Flagship Harbor Advisors, Llc |
9 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
9 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
9 |
| Boston Partners |
9 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
9 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
9 |
| Benjamin F. Edwards & Company, Inc. |
9 |
| Cigna Investments Inc /new |
9 |
| Meadow Creek Investment Management LLC |
9 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
9 |
| Cerity Partners LLC |
9 |
| Grandeur Peak Global Advisors, LLC |
9 |
| Maven Securities LTD |
9 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
9 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
9 |
| Teza Capital Management LLC |
9 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
9 |
| Versor Investments LP |
9 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
9 |
| ETRADE Capital Management LLC |
9 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
9 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
9 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
9 |
| SOUTH STATE Corp |
9 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
9 |
| Utah Retirement Systems |
9 |
| Bamco Inc /ny/ |
9 |
| SAC Capital Advisors LP |
9 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
9 |
| Commonwealth Bank Of Australia |
9 |
| Friess Associates Llc |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| Boston Private Wealth Llc |
9 |
| Corebridge Financial, Inc. |
9 |
| Riverhead Capital Management Llc |
9 |
| Sunbelt Securities, Inc. |
9 |
| Quantamental Technologies LLC |
9 |
| AHL Partners LLP |
9 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
9 |
| Rydex Etf Trust |
8 |
| Treasurer of the State of North Carolina |
8 |
| HCPIX - Profunds - Health Care Ultrasector Profund Investor Class |
8 |
| Rsm Us Wealth Management Llc |
8 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
8 |
| Harbor Capital Advisors, Inc. |
8 |
| Chase Investment Counsel Corp |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
8 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
8 |
| Putnam Master Intermediate Income Trust |
8 |
| Motco |
8 |
| RXL - PROSHARES TRUST - ProShares Ultra Health Care |
8 |
| TD Waterhouse Canada Inc. |
8 |
| Context Capital Management, LLC |
8 |
| Elkfork Partners LLC |
8 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
8 |
| J. Goldman & Co LP |
8 |
| Sculptor Capital LP |
8 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
8 |
| Deere & Co |
8 |
| New York Life Investment Management Llc |
8 |
| CWM Advisors, LLC |
8 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
8 |
| American Portfolios Advisors |
8 |
| Financial Gravity Companies, Inc. |
8 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
8 |
| Pier Capital, LLC |
8 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
8 |
| Artisan Partners Limited Partnership |
8 |
| RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class |
8 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
8 |
| Pictet Asset Management Holding SA |
8 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
8 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
8 |
| Wasatch Advisors Inc |
8 |
| Scientech Research LLC |
8 |
| Calamos Dynamic Convertible & Income Fund |
8 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
8 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
8 |
| Pinnacle Associates Ltd |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
8 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
8 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
8 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
8 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
8 |
| Calamos Convertible & High Income Fund |
8 |
| Anson Funds Management LP |
8 |
| Gradient Investments LLC |
8 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
8 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
8 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
8 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
8 |
| Bay Harbor Wealth Management, LLC |
8 |
| Paradigm Asset Management Co Llc |
8 |
| Oppenheimer Global Multi Strategies Fund |
8 |
| Bridgewater Associates, LP |
8 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
8 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
8 |
| Pendal Group Ltd |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
8 |
| Endurant Capital Management LP |
8 |
| Calamos Wealth Management LLC |
8 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
8 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
8 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
| Calamos Convertible Opportunities & Income Fund |
8 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
8 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
8 |
| Hantz Financial Services, Inc. |
8 |
| Zions Bancorporation, N.A. |
8 |
| Twinbeech Capital Lp |
8 |
| Nebula Research & Development LLC |
8 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
8 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
8 |
| Duality Advisers, Lp |
8 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
8 |
| Tekla Healthcare Investors |
8 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
8 |
| Lsv Asset Management |
8 |
| TimesSquare Capital Management, LLC |
8 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
8 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| ORG Partners LLC |
8 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
8 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
8 |
| Tekla Healthcare Opportunities Fund |
8 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
8 |
| Echo Street Capital Management LLC |
8 |
| Profunds - Profund Vp Health Care |
8 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
8 |
| RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity |
8 |
| Alphacrest Capital Management Llc |
8 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
8 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
8 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
8 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
8 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
8 |
| China Universal Asset Management Co., Ltd. |
8 |
| Ssi Investment Management Llc |
8 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
8 |
| Bowling Portfolio Management LLC |
8 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
8 |
| Liberty Mutual Group Asset Management Inc. |
8 |
| Fieldpoint Private Securities, LLC |
8 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
8 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
8 |
| Systematic Financial Management Lp |
8 |
| Exencial Wealth Advisors, Llc |
8 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
8 |
| First Allied Advisory Services, Inc. |
8 |
| PFM Health Sciences, LP |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
8 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
| Carlson Capital L P |
8 |
| Prescott Group Capital Management, L.l.c. |
8 |
| Citizens Financial Group Inc/ri |
8 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
8 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
8 |
| Mckinley Capital Management Llc /delaware |
8 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
8 |
| SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
8 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
8 |
| Alpine Associates Management Inc. |
8 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
8 |
| Cetera Investment Advisers |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
8 |
| Orion Portfolio Solutions, LLC |
8 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
8 |
| Hancock Whitney Corp |
8 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
8 |
| Invictus RG |
8 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
8 |
| JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF |
8 |
| Rothschild Asset Management Inc |
8 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
8 |
| HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
8 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
8 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
8 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
8 |
| NN Investment Partners Holdings N.V. |
8 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
8 |
| Sei Trust Co |
8 |
| Ethic Inc. |
8 |
| Hartford Series Fund Inc |
8 |
| GW&K Investment Management, LLC |
8 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
8 |
| Water Island Capital Llc |
8 |
| Capital Performance Advisors Llp |
8 |
| Corton Capital Inc. |
8 |
| Sandy Spring Bank |
8 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
8 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
8 |
| Northwestern Mutual Investment Management Company, Llc |
8 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
8 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
8 |
| Old Mutual Global Investors (UK) Ltd. |
8 |
| Vident Investment Advisory, LLC |
8 |
| Raleigh Capital Management Inc. |
8 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
8 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
8 |
| Clinton Group Inc |
8 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
8 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
8 |
| Frontier Capital Management Co Llc |
8 |
| Penn Capital Management Co Inc |
8 |
| Bellevue Group AG |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
8 |
| Mount Yale Investment Advisors, LLC |
8 |
| Blackstone Group Inc |
8 |
| Calamos Long/Short Equity & Dynamic Income Trust |
8 |
| Parkman Healthcare Partners LLC |
8 |
| Capstone Asset Management Co |
8 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
8 |
| FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund |
8 |
| Rtw Investments, Lp |
8 |
| IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
8 |
| Pearl River Capital, LLC |
8 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
8 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
8 |
| Financial Management Professionals, Inc. |
8 |
| Prudential Plc |
8 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
8 |
| Symphony Asset Management Llc |
8 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
8 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
8 |
| Kestra Private Wealth Services, Llc |
8 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
8 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
8 |
| Assenagon Asset Management S.A. |
8 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
8 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
8 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
8 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
8 |
| Danske Bank A/s |
8 |
| Klp Kapitalforvaltning As |
8 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
8 |
| Wolff Wiese Magana Llc |
8 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
8 |
| Saba Capital Management, L.P. |
8 |
| Winslow, Evans & Crocker, Inc. |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
8 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
8 |
| Petrus Trust Company, LTA |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
8 |
| Wipfli Financial Advisors Llc, |
8 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
8 |
| Prospera Financial Services Inc |
8 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
8 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
8 |
| Profunds - Profund Vp Oil & Gas |
8 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
8 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
8 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
8 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
8 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
8 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
8 |
| Monarch Partners Asset Management LLC |
8 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
8 |
| Griffin Institutional Access Credit Fund |
8 |
| Putnam Premier Income Trust |
8 |
| Parametrica Management Ltd |
8 |
| Transamerica Financial Advisors, Inc. |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
8 |
| Sofos Investments, Inc. |
8 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
8 |
| Nuveen Multi-Asset Income Fund |
8 |
| Vantage Consulting Group Inc |
8 |
| Enterprise Financial Services Corp |
8 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
8 |
| Glen Harbor Capital Management LLC |
8 |
| Stephens Investment Management Group LLC |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
8 |
| Rialto Wealth Management, LLC |
8 |
| Castleark Management Llc |
8 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
8 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
8 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
8 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
8 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
8 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
8 |
| Liberty All Star Growth Fund Inc. |
8 |
| Mizuho Securities Usa Llc |
8 |
| Pimco Corporate & Income Strategy Fund |
8 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
8 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
8 |
| Whitebox Advisors Llc |
8 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
8 |
| Headlands Technologies LLC |
8 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
8 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
8 |
| Lisanti Capital Growth, LLC |
8 |
| Empowered Funds, LLC |
8 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
8 |
| Guardian Wealth Advisors, LLC |
8 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
8 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
8 |
| IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF |
8 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
8 |
| Total Clarity Wealth Management, Inc. |
8 |
| Forum Funds |
8 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
8 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
8 |
| World Asset Management Inc |
8 |
| Tekla Capital Management LLC |
8 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
| Ieq Capital, Llc |
8 |
| Gabelli Healthcare & Wellnessrx Trust |
8 |
| Congress Asset Management Co /ma |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
| Janus Capital Management Llc |
7 |
| Rafferty Asset Management, LLC |
7 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
7 |
| IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
7 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
7 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
7 |
| Advisors Preferred, LLC |
7 |
| IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF |
7 |
| Capital Asset Advisory Services LLC |
7 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
7 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
7 |
| Cable Hill Partners, LLC |
7 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
7 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
7 |
| Polar Capital LLP |
7 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
7 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
7 |
| Qs Batterymarch Financial Management, Inc |
7 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
7 |
| Archford Capital Strategies, LLC |
7 |
| Capital World Investors |
7 |
| Gideon Capital Advisors, Inc. |
7 |
| Sio Capital Management, LLC |
7 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
7 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
7 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
7 |
| Zions Bancorporation |
7 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
7 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
7 |
| Placemark Investments, Inc. |
7 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
7 |
| Moody Aldrich Partners Llc |
7 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
7 |
| IBM Retirement Fund |
7 |
| Premier Fund Managers Ltd |
7 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
7 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
7 |
| Rhenman & Partners Asset Management AB |
7 |
| Cvi Holdings, Llc |
7 |
| RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
7 |
| Earnest Partners Llc |
7 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
7 |
| TFC Financial Management |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
7 |
| FNY Managed Accounts LLC |
7 |
| North Star Investment Management Corp. |
7 |
| BlackRock ETF Trust - BlackRock Future Health ETF |
7 |
| Jain Global LLC |
7 |
| Cantor Fitzgerald, L. P. |
7 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
7 |
| Scout Investments, Inc. |
7 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
7 |
| Hemington Wealth Management |
7 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
7 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
7 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
7 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
7 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
7 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
7 |
| Veriti Management LLC |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
7 |
| Parkworth Wealth Management, Inc. |
7 |
| Regentatlantic Capital Llc |
7 |
| Pimco High Income Fund |
7 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| Entropy Technologies, LP |
7 |
| Vontobel Holding Ltd. |
7 |
| Polar Capital Holdings Plc |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
7 |
| JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
7 |
| Interchange Capital Partners, LLC |
7 |
| Wesbanco Bank Inc |
7 |
| Pimco Corporate & Income Opportunity Fund |
7 |
| Tradition Wealth Management, LLC |
7 |
| Childress Capital Advisors, Llc |
7 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
| Gilder Gagnon Howe & Co Llc |
7 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
7 |
| Granite Investment Partners, LLC |
7 |
| Compagnie Lombard Odier SCmA |
7 |
| NewEdge Wealth, LLC |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
7 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
7 |
| Dorsey Wright & Associates |
7 |
| Nuveen Diversified Dividend & Income Fund |
7 |
| Sargent Bickham Lagudis LLC |
7 |
| Asset Dedication, LLC |
7 |
| Nuveen Core Equity Alpha Fund |
7 |
| EntryPoint Capital, LLC |
7 |
| Cipher Capital LP |
7 |
| IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
7 |
| Gateway Investment Advisers Llc |
7 |
| Yorktown Management & Research Co Inc |
7 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
7 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
7 |
| Pcm Fund, Inc. |
7 |
| Pitcairn Co |
7 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
7 |
| FourThought Financial, LLC |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| Edgestream Partners, L.P. |
7 |
| CX Institutional |
7 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
7 |
| Tekla Life Sciences Investors |
7 |
| VTL Associates, LLC |
7 |
| Gf Fund Management Co. Ltd. |
7 |
| BlackRock Health Sciences Trust II |
7 |
| Epoch Investment Partners, Inc. |
7 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
7 |
| Brant Point Investment Management Llc |
7 |
| Delpha Capital Management, Llc |
7 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
7 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
7 |
| Td Private Client Wealth Llc |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
7 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
7 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
7 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
7 |
| Axiom International Investors Llc /de |
7 |
| Cetera Advisors LLC |
7 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
7 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
7 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
7 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
7 |
| Cary Street Partner Investment Advisory Llc |
7 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
7 |
| Yarbrough Capital, LLC |
7 |
| Steward Financial Group LLC |
7 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
7 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
7 |
| JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
7 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
7 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
7 |
| Ameritas Advisory Services, LLC |
7 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
7 |
| BRYN MAWR TRUST Co |
7 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
7 |
| R Squared Ltd |
7 |
| Bank Julius Baer & Co. Ltd, Zurich |
7 |
| Creative Financial Designs Inc /adv |
7 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
7 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
7 |
| Northern Trust Co Of Connecticut |
7 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
7 |
| Segantii Capital Management Ltd |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
7 |
| First Citizens Bank & Trust Co |
7 |
| Quent Capital, LLC |
7 |
| Redwood Investments, LLC |
7 |
| Wcm Investment Management, Llc |
7 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
| CSat Investment Advisory, L.P. |
7 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
7 |
| Tcwp Llc |
7 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
7 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
7 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
7 |
| Stoneridge Investment Partners Llc |
7 |
| Smithfield Trust Co |
7 |
| Claymore Exchange-traded Fund Trust |
7 |
| Koch Industries Inc |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| CVA Family Office, LLC |
7 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
7 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
7 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
7 |
| BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class |
7 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
7 |
| Brinker Capital Inc |
7 |
| Sivik Global Healthcare LLC |
7 |
| Diversified Trust Co |
7 |
| Fiera Capital Corp |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
7 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
7 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
7 |
| Blackrock Health Sciences Trust |
7 |
| T. Rowe Price Investment Management, Inc. |
7 |
| Quest Partners LLC |
7 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
7 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
7 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
7 |
| We Are One Seven, LLC |
7 |
| PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
7 |
| Brookfield Asset Management Inc. |
7 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
7 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
7 |
| Apollo Tactical Income Fund Inc. |
7 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
7 |
| Royce Micro-cap Trust, Inc /md/ |
7 |
| Apollo Senior Floating Rate Fund Inc. |
7 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
7 |
| SYSTM Wealth Solutions LLC |
7 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
7 |
| Axq Capital, Lp |
7 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
| PointState Capital LP |
7 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
7 |
| American Capital Management Inc |
7 |
| Century Capital Management, LLC |
7 |
| USA Financial Portformulas Corp |
7 |
| Kula Investments, LLC |
7 |
| Isthmus Partners, Llc |
7 |
| Whittier Trust Co Of Nevada Inc |
7 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
7 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
7 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
7 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
7 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
7 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
7 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
7 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
7 |
| AlphaOne Investment Services, LLC |
7 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
7 |
| Kerrisdale Advisers, LLC |
7 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
7 |
| United Capital Financial Advisers, Llc |
7 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
7 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
7 |
| Bogart Wealth, LLC |
7 |
| New Mexico Educational Retirement Board |
7 |
| Rivernorth Capital Management, Llc |
7 |
| Guggenheim Strategic Opportunities Fund |
7 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
7 |
| Tamarack Advisers, LP |
7 |
| BBVA USA Bancshares, Inc. |
7 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
7 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
7 |
| Scotia Capital Inc. |
7 |
| Crewe Advisors LLC |
7 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
7 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
7 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
7 |
| Eaton Vance Floating-rate Income Plus Fund |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
7 |
| Profunds - Profund Vp Biotechnology |
7 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
7 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
7 |
| Jag Capital Management, Llc |
7 |
| DnB Asset Management AS |
7 |
| Allred Capital Management, LLC |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
7 |
| MARSHALL WACE ASIA Ltd |
7 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
7 |
| DAVENPORT & Co LLC |
7 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
7 |
| DiNuzzo Private Wealth, Inc. |
7 |
| PENN SERIES FUNDS INC - Small Cap Growth Fund |
7 |
| Chevy Chase Trust Holdings, Inc. |
7 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
7 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
7 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
7 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
7 |
| Gardner Lewis Asset Management L P |
7 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
7 |
| Bleichroeder LP |
7 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
7 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
7 |
| Brookstone Capital Management |
7 |
| Delaware Management Holdings, Inc. |
7 |
| Evoke Wealth, Llc |
7 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
7 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
7 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
7 |
| Wedge Capital Management L L P/nc |
7 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
7 |
| E. Ohman J:or Asset Management AB |
7 |
| First Hawaiian Bank |
7 |
| Advantage Investment Management, Llc |
7 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
7 |
| Contravisory Investment Management, Inc. |
7 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
7 |
| Summit Global Investments |
7 |
| Lincoln National Corp |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
7 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
7 |
| Vestmark Advisory Solutions, Inc. |
7 |
| AE Wealth Management LLC |
7 |
| Golden State Wealth Management, LLC |
7 |
| Independent Advisor Alliance |
7 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
7 |
| Comerica Securities,inc. |
7 |
| Lenox Wealth Advisors, LLC |
7 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
7 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
7 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
7 |
| Sequoia Financial Advisors, LLC |
7 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
7 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
7 |
| Harvest Fund Management Co., Ltd |
7 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
7 |
| ARK Investment Management LLC |
7 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
7 |
| BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology |
7 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
7 |
| Strategic Global Advisors, LLC |
7 |
| Fulton Bank, N.a. |
7 |
| Ing Groep Nv |
7 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
7 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
7 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
7 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
7 |
| Voleon Capital Management Lp |
7 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
7 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
7 |
| Krilogy Financial LLC |
7 |
| Claro Advisors LLC |
7 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
7 |
| Wealthspire Advisors, LLC |
7 |
| Glenmede Investment Management, LP |
7 |
| Seacrest Wealth Management, Llc |
7 |
| Caisse De Depot Et Placement Du Quebec |
7 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
7 |
| S. Muoio & Co. Llc |
7 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
7 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
7 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
7 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
7 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
7 |
| Moors & Cabot, Inc. |
7 |
| VCHSX - VALIC Co I - Health Sciences Fund |
7 |
| Carillon Tower Advisers, Inc. |
7 |
| Sound Income Strategies, LLC |
7 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
7 |
| Leuthold Group, Llc |
7 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
7 |
| Berkley W R Corp |
7 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
7 |
| Weld Capital Management Llc |
7 |
| Rivernorth Opportunities Fund, Inc. |
7 |
| Calton & Associates, Inc. |
7 |
| Baillie Gifford & Co |
7 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
7 |
| Xact Kapitalforvaltning AB |
7 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
7 |
| CAPROCK Group, Inc. |
7 |
| Townsquare Capital Llc |
7 |
| Wells Fargo Multi-sector Income Fund |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
7 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
7 |
| Origin Asset Management LLP |
7 |
| Brown Capital Management Llc |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
7 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
7 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
7 |
| Wealthcare Advisory Partners LLC |
7 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
7 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
7 |
| BTG Pactual Global Asset Management Ltd |
7 |
| Catalyst Capital Advisors LLC |
7 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
6 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
6 |
| Eversept Partners, LP |
6 |
| Janney Capital Management LLC |
6 |
| Icon Wealth Partners, LLC |
6 |
| Beryl Capital Management LLC |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
6 |
| Financial Advocates Investment Management |
6 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
6 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
6 |
| Summit Trail Advisors, Llc |
6 |
| Avestar Capital, LLC |
6 |
| One Wealth Advisors, LLC |
6 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| Solstein Capital, LLC |
6 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
6 |
| Xai Octagon Floating Rate & Alternative Income Term Trust |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
6 |
| Change Path, LLC |
6 |
| Integrated Wealth Concepts LLC |
6 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
6 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
| Worldquant Millennium Advisors Llc |
6 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
6 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
6 |
| GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
6 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
6 |
| Nkcfo Llc |
6 |
| Evolution Wealth Advisors, LLC |
6 |
| PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
6 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
6 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
6 |
| FinTrust Capital Advisors, LLC |
6 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
6 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
6 |
| Next Capital Management LLC |
6 |
| Apollon Wealth Management, LLC |
6 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
6 |
| Ameritas Investment Corp |
6 |
| Avantax Advisory Services, Inc. |
6 |
| Islet Management, LP |
6 |
| Magnus Financial Group LLC |
6 |
| GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
6 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
6 |
| Neo Ivy Capital Management |
6 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
6 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
6 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
6 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
6 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
6 |
| RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class |
6 |
| Salomon & Ludwin, LLC |
6 |
| Qtron Investments LLC |
6 |
| Quest Capital Management Inc /adv |
6 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
6 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
6 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
6 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
6 |
| Machina Capital S.a.s. |
6 |
| Liberty Wealth Management Llc |
6 |
| Shaolin Capital Management LLC |
6 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
6 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
6 |
| GeoWealth Management, LLC |
6 |
| Annis Gardner Whiting Capital Advisors, LLC |
6 |
| Sutton Wealth Advisors Inc. |
6 |
| Great Lakes Advisors, Llc |
6 |
| Nbc Securities, Inc. |
6 |
| Cape Investment Advisory, Inc. |
6 |
| Optimum Investment Advisors |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
6 |
| SHP Wealth Management |
6 |
| Gts Securities Llc |
6 |
| Harvest Management Llc |
6 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
6 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
6 |
| Pacific Alternative Asset Management Company, Llc |
6 |
| Amerivest Investment Management LLC |
6 |
| HFM Investment Advisors, LLC |
6 |
| Callan Family Office, LLC |
6 |
| WPG Advisers, LLC |
6 |
| Apex Capital Management |
6 |
| William Blair Investment Management, Llc |
6 |
| Stephens Consulting, LLC |
6 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
6 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
6 |
| Colonial Trust Co / SC |
6 |
| Advisor Partners Ii, Llc |
6 |
| Schechter Investment Advisors, LLC |
6 |
| Park Avenue Securities Llc |
6 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
6 |
| Vise Technologies, Inc. |
6 |
| Beaird Harris Wealth Management, LLC |
6 |
| Cloud Capital Management, LLC |
6 |
| Atria Wealth Solutions, Inc. |
6 |
| Bartlett & Co. LLC |
6 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
6 |
| AlphaCentric Advisors LLC |
6 |
| Forum Financial Management, LP |
6 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
6 |
| Snowden Capital Advisors LLC |
6 |
| MQS Management LLC |
6 |
| Hood River Capital Management LLC |
6 |
| Community Bank, N.A. |
6 |
| Kilter Group LLC |
6 |
| Perigon Wealth Management, LLC |
6 |
| Gupta Wealth Management LLC |
6 |
| Cassady Schiller Wealth Management, LLC |
6 |
| Pine River Capital Management L.P. |
6 |
| Horizon Investment Services, LLC |
6 |
| D'Orazio & Associates, Inc. |
6 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
6 |
| Claris Advisors, Llc / Mo / |
6 |
| Schubert & Co |
6 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
6 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
6 |
| Vermillion Wealth Management, Inc. |
6 |
| Silverback Asset Management Llc |
6 |
| RMB Capital Management, LLC |
6 |
| Santa Fe Partners LLC |
6 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
6 |
| Newbridge Financial Services Group, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
6 |
| Edmond De Rothschild Holding S.a. |
6 |
| Pallas Capital Advisors LLC |
6 |
| San Francisco Sentry Investment Group (ca) |
6 |
| Everence Capital Management Inc |
6 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
6 |
| Laird Norton Trust Company, Llc |
6 |
| Standard Family Office LLC |
6 |
| Ghisallo Capital Management LLC |
6 |
| Rossby Financial, LCC |
6 |
| Concord Wealth Partners |
6 |
| Alpha Paradigm Partners, LLC |
6 |
| Calvert Investment Management, Inc. |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| Sage Mountain Advisors LLC |
6 |
| BlackRock Capital Allocation Trust |
6 |
| Cordant, Inc. |
6 |
| Founders Financial Alliance, LLC |
6 |
| Hexagon Capital Partners LLC |
6 |
| Jackson Creek Investment Advisors LLC |
6 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
6 |
| IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
6 |
| Agf Management Ltd |
6 |
| Emerald Advisers, Llc |
6 |
| Knight Capital Group, Inc. |
6 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
6 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
6 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
6 |
| Shine Investment Advisory Services Inc |
6 |
| IMA Wealth, Inc. |
6 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
6 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
6 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
| St Germain D J Co Inc |
6 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
6 |
| Disciplined Investments, LLC |
6 |
| Radcliffe Capital Management, L.P. |
6 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
6 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
6 |
| GLG Partners LP |
6 |
| Capital Impact Advisors, LLC |
6 |
| DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
6 |
| Procyon Private Wealth Partners, LLC |
6 |
| Clark Capital Management Group, Inc. |
6 |
| Meridian Wealth Partners, LLC |
6 |
| Regent Peak Wealth Advisors LLC |
6 |
| Carolinas Wealth Consulting Llc |
6 |
| Tygh Capital Management, Inc. |
6 |
| Gyon Technologies Capital Management, LP |
6 |
| Savant Capital, LLC |
6 |
| MUFG Securities EMEA plc |
6 |
| Lloyd Advisory Services, LLC. |
6 |
| Trust Co Of Vermont |
6 |
| Tokio Marine Asset Management Co Ltd |
6 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
6 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
6 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
6 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
6 |
| American National Bank |
6 |
| Sigma Planning Corp |
6 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
6 |
| Foundry Partners, LLC |
6 |
| Malaga Cove Capital, LLC |
6 |
| Tompkins Financial Corp |
6 |
| Alpha Windward Llc |
6 |
| Sageworth Trust Co |
6 |
| Quotient Investors, LLC |
6 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
6 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
| Copper Rock Capital Partners, LLC |
6 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
6 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
6 |
| Baker Avenue Asset Management, LP |
6 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
6 |
| Baker Bros. Advisors Lp |
6 |
| Moody National Bank Trust Division |
6 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
6 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
6 |
| VCGAX - VALIC Co I - Growth & Income Fund |
6 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
6 |
| Basso Capital Management, L.p. |
6 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
6 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
6 |
| CTC Alternative Strategies, Ltd. |
6 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
6 |
| Zweig-DiMenna Associates LLC |
6 |
| MCF Advisors LLC |
6 |
| Argent Trust Co |
6 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
6 |
| Valley National Advisers Inc |
6 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
6 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
6 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
6 |
| Karp Capital Management Corp |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
6 |
| Burney Co/ |
6 |
| Chicago Partners Investment Group LLC |
6 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
6 |
| SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
6 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
| Koshinski Asset Management, Inc. |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
6 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
6 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
6 |
| Westover Capital Advisors, LLC |
6 |
| Piermont Capital Management LLC |
6 |
| 1492 Capital Management LLC |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
6 |
| Capital Analysts, Inc. |
6 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
6 |
| Aster Capital Management (DIFC) Ltd |
6 |
| Dynamic Technology Lab Pte Ltd |
6 |
| Keating Financial Advisory Services, Inc. |
6 |
| GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
6 |
| Vanguard Whitehall Funds |
6 |
| Lmcg Investments, Llc |
6 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
6 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
6 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
6 |
| WealthPLAN Partners, LLC |
6 |
| JNBA Financial Advisors |
6 |
| Grove Bank & Trust |
6 |
| APG Asset Management N.V. |
6 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
6 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
6 |
| Renaissance Group Llc |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
6 |
| Mint Tower Capital Management B.V. |
6 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
6 |
| Shanda Payment Holdings Ltd. |
6 |
| New England Securities Corp /MA/ |
6 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
6 |
| Insight Capital Research & Management Inc |
6 |
| Dana Investment Advisors, Inc. |
6 |
| XT - iSHARES TRUST - iShares Exponential Technologies ETF |
6 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
6 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
6 |
| Invictus RG Pte. Ltd. |
6 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
6 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
6 |
| Stone Ridge Asset Management LLC |
6 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
| Absolute Return Capital, LLC |
6 |
| Bailard, Inc. |
6 |
| Arrowgrass Capital Partners (us) Lp |
6 |
| Abound Wealth Management |
6 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
6 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
6 |
| Virtus Investment Advisers, Inc. |
6 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
6 |
| Casdin Capital, LLC |
6 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
6 |
| DRW Securities, LLC |
6 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
6 |
| Cantab Capital Partners LLP |
6 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
6 |
| Global Financial Private Client, LLC |
6 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
6 |
| Wall Street Associates |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| Decade Capital Management Llc |
6 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
6 |
| Green Arrow Capital Management Llc |
6 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
6 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
6 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
6 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
6 |
| LRI Investments, LLC |
6 |
| Swedbank AB |
6 |
| Societe Generale |
6 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
| Peregrine Capital Management Llc |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| Jacobi Capital Management LLC |
6 |
| Etf Managers Group, Llc |
6 |
| Simon Quick Advisors, Llc |
6 |
| Hilltop National Bank |
6 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
6 |
| Avantax Planning Partners, Inc. |
6 |
| Capital Investment Advisory Services, LLC |
6 |
| Ashton Thomas Private Wealth, LLC |
6 |
| Flinton Capital Management LLC |
6 |
| Oribel Capital Management, LP |
6 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
6 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
6 |
| Lee Financial Co |
6 |
| Point72 Europe (London) LLP |
6 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
6 |
| IHT Wealth Management, LLC |
6 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
6 |
| Intellectus Partners, LLC |
6 |
| Fortis Advisors, LLC |
6 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
6 |
| Westside Investment Management, Inc. |
6 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
6 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
6 |
| Bb&t Investment Services, Inc. |
6 |
| Resources Investment Advisors, LLC. |
6 |
| Mesirow Financial Investment Management, Inc. |
6 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
| Csenge Advisory Group |
6 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
6 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
6 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
6 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
6 |
| SG3 Management, LLC |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
6 |
| Azzad Asset Management Inc /adv |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
6 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
6 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
6 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
6 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
6 |
| Pimco Income Strategy Fund Ii |
6 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
6 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
6 |
| Abel Hall, LLC |
6 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
6 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
6 |
| Platinum Investment Management Ltd |
6 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
6 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
6 |
| Gabelli Equity Trust Inc |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
6 |
| THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
6 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| Rivernorth Marketplace Lending Corp |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
6 |
| Pathstone Holdings, LLC |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
6 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
6 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
6 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
6 |
| Gdl Fund |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
6 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
6 |
| TIMOTHY PLAN - Timothy Strategic Variable |
6 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
6 |
| American Funds Insurance Series |
6 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
6 |
| Pimco Dynamic Credit & Mortgage Income Fund |
6 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
6 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
6 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
6 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
6 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
6 |
| AXA Investment Managers S.A. |
6 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
6 |
| Transamerica Partners Portfolios |
6 |
| Transamerica Partners Funds Group Ii |
6 |
| Transamerica Partners Funds Group |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
6 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
| Sachetta, LLC |
6 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
6 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
| Royce Value Trust Inc |
6 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
6 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
6 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
6 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
6 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
6 |
| Bare Financial Services, Inc |
6 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
6 |
| Highland Capital Management Fund Advisors, L.p. |
6 |
| Mfs Intermediate High Income Fund |
6 |
| Mfs Charter Income Trust |
6 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
6 |
| Blackrock Master Llc |
6 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
6 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
6 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
6 |
| Oppenheimer Quest For Value Funds |
6 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
6 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
6 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| Mfs Multimarket Income Trust |
6 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
6 |
| M&g Investment Management Ltd |
6 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
6 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
| Westfield Capital Management Co Lp |
6 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
6 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
6 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
6 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
6 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
6 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
6 |
| Tekla World Healthcare Fund |
6 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
6 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
6 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
6 |
| Hartford Investment Management Co |
6 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
| SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
6 |
| RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
6 |
| Colony Group Llc |
6 |
| Centaurus Financial, Inc. |
6 |
| Aua Capital Management, Llc |
5 |
| Timpani Capital Management LLC |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
5 |
| Whipplewood Advisors, LLC |
5 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
5 |
| Institutional & Family Asset Management, Llc |
5 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
5 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
5 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
5 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
| XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF |
5 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
5 |
| AllSquare Wealth Management LLC |
5 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
5 |
| Americafirst Capital Management, Llc |
5 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
5 |
| Triasima Portfolio Management inc. |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| Oakbrook Investments Llc |
5 |
| SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
5 |
| Integrated Core Strategies (us) Llc |
5 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
5 |
| Jaffetilchin Investment Partners, LLC |
5 |
| Pimco Income Strategy Fund |
5 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
5 |
| AMG National Trust Bank |
5 |
| BDO Wealth Advisors, LLC |
5 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
5 |
| Intercontinental Wealth Advisors, LLC |
5 |
| Measured Wealth Private Client Group, LLC |
5 |
| Old National Bancorp /in/ |
5 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
5 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| Kassirer Asset Management Corp |
5 |
| Hunting Hill Global Capital, LLC |
5 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
| MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
5 |
| First Eagle Investment Management, LLC |
5 |
| Wexford Capital Lp |
5 |
| Aventura Private Wealth, LLC |
5 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
5 |
| Ritter Daniher Financial Advisory LLC / DE |
5 |
| Emerald Mutual Fund Advisers Trust |
5 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
5 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
5 |
| SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
5 |
| Private Wealth Management Group, LLC |
5 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
5 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
5 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
5 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
5 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
5 |
| Putnam ETF Trust - Putnam BioRevolution ETF - |
5 |
| GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
5 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
5 |
| Fidelis Capital Partners, LLC |
5 |
| Vanguard Morgan Growth Fund |
5 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
| Trustcore Financial Services, Llc |
5 |
| Evergreen Capital Management Llc |
5 |
| QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
5 |
| First Capital Advisors Group, LLC. |
5 |
| FormulaFolio Investments, LLC |
5 |
| Agf Investments Inc. |
5 |
| Equitable Trust Co |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
5 |
| Perpetual Ltd |
5 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
5 |
| Redwood Wealth Management Group, LLC |
5 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
5 |
| Jupiter Asset Management Ltd |
5 |
| Bleakley Financial Group, LLC |
5 |
| KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
5 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
5 |
| Tradewinds Capital Management, LLC |
5 |
| Northeast Financial Consultants Inc |
5 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
5 |
| Verdence Capital Advisors LLC |
5 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
5 |
| Vanguard Specialized Funds |
5 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
5 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
5 |
| DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
5 |
| Edge Advisors, Llc |
5 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
5 |
| JJJ Advisors Inc. |
5 |
| Park Place Capital Corp |
5 |
| Inceptionr Llc |
5 |
| PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
5 |
| West Tower Group, LLC |
5 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
5 |
| Longfellow Investment Management Co Llc |
5 |
| Numerai GP LLC |
5 |
| Capula Management Ltd |
5 |
| Braidwell Lp |
5 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
| Waratah Capital Advisors Ltd. |
5 |
| Prosight Management, LP |
5 |
| SageView Advisory Group, LLC |
5 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
5 |
| Livforsakringsbolaget Skandia, Omsesidigt |
5 |
| SummitTX Capital, L.P. |
5 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
| Cambridge Trust Co |
5 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| Pittenger & Anderson Inc |
5 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
5 |
| Kistler-Tiffany Companies, LLC |
5 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
5 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
5 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
5 |
| Lenox Wealth Management, Inc. |
5 |
| Tiverton Asset Management Llc |
5 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
5 |
| Truvestments Capital Llc |
5 |
| Oaktree Capital Management Lp |
5 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
5 |
| GoalVest Advisory LLC |
5 |
| Trust Point Inc. |
5 |
| Zrc Wealth Management, Llc |
5 |
| Cupps Capital Management, LLC |
5 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| Albion Financial Group /ut |
5 |
| QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
5 |
| Vinva Investment Management Ltd |
5 |
| McIlrath & Eck, LLC |
5 |
| Nvwm, Llc |
5 |
| Menta Capital Llc |
5 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
5 |
| Optima Capital Llc |
5 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
| Cadian Capital Management, Lp |
5 |
| Atomi Financial Group, Inc. |
5 |
| Rational Advisors Llc |
5 |
| Periscope Capital Inc. |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
5 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
5 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
5 |
| Argent Capital Management Llc |
5 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
5 |
| Credential Qtrade Securities Inc. |
5 |
| J.w. Cole Advisors, Inc. |
5 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
5 |
| UniSuper Management Pty Ltd |
5 |
| Angelo Gordon & Co., L.p. |
5 |
| Portside Wealth Group, LLC |
5 |
| Dunhill Financial, LLC |
5 |
| Arlington Partners LLC |
5 |
| Viking Global Investors Lp |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
5 |
| Empirical Finance, LLC |
5 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
| Bryn Mawr Capital Management Inc |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| Golden State Equity Partners |
5 |
| DC Investments Management, LLC |
5 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
| Front Row Advisors LLC |
5 |
| Norden Group Llc |
5 |
| Artemis Investment Management LLP |
5 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
5 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
5 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
5 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
5 |
| RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
5 |
| TradeLink Capital LLC |
5 |
| Capital Research Global Investors |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| Inspire Advisors, LLC |
5 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
5 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
5 |
| Integral Health Asset Management, LLC |
5 |
| Hennessy Advisors Inc |
5 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
5 |
| Arden Trust Co |
5 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
5 |
| Kent Lake Capital LLC |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| General Motors Investment Management Corp |
5 |
| New England Research & Management, Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
5 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
5 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
| Gabelli Global Small & Mid Cap Value Trust |
5 |
| Benjamin Edwards Inc |
5 |
| LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A |
5 |
| Athanor Capital, Lp |
5 |
| Coastal Investment Advisors, Inc. |
5 |
| B. Metzler seel. Sohn & Co. Holding AG |
5 |
| Monument Capital Management |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
5 |
| Rockefeller Financial Services Inc |
5 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
5 |
| Vaughan Nelson Investment Management, L.p. |
5 |
| Iron Triangle Partners LP |
5 |
| Clayton Financial Group LLC |
5 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
| SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
5 |
| I.g. Investment Management, Ltd. |
5 |
| Glenview Capital Management, Llc |
5 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
| AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
5 |
| Eurizon Capital SGR S.p.A. |
5 |
| Edge Wealth Management LLC |
5 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
5 |
| Qrg Capital Management, Inc. |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
5 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
5 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
5 |
| Center for Financial Planning, Inc. |
5 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
5 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
5 |
| Baystate Wealth Management LLC |
5 |
| Dendur Capital Lp |
5 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
5 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
5 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
5 |
| First Trust High Income Long/short Fund |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| Baird Robert W & Co Inc /wi/ |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
5 |
| IMC-Chicago, LLC |
5 |
| Invesco Dynamic Credit Opportunities Fund |
5 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
5 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
5 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
5 |
| Cim Investment Mangement Inc |
5 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
5 |
| Clark Wealth Partners |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
5 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
5 |
| Advent Claymore Convertible Securities & Income Fund |
5 |
| Integre Asset Management, LLC |
5 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
5 |
| EAM Global Investors LLC |
5 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
5 |
| Barrett Asset Management, LLC |
5 |
| Tredje AP-fonden |
5 |
| Evercore Wealth Management, LLC |
5 |
| Continuum Advisory, LLC |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| Gabelli Dividend & Income Trust |
5 |
| Level Four Advisory Services, Llc |
5 |
| Jpmorgan Trust Iii |
5 |
| D1 Capital Partners L.P. |
5 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
5 |
| Mfs Special Value Trust |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
5 |
| HighVista Strategies LLC |
5 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
5 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
5 |
| FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
5 |
| Armistice Capital, Llc |
5 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
5 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
5 |
| PIMCO Dynamic Income Opportunities Fund |
5 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
5 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| Kb Financial Partners, Llc |
5 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
5 |
| CNB Bank |
5 |
| Horizon Investments, LLC |
5 |
| Vident Advisory, LLC |
5 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
| LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C |
5 |
| Raymond James Trust N.a. |
5 |
| BI Asset Management Fondsmaeglerselskab A/S |
5 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
5 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
5 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
5 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
5 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
5 |
| Tyers Asset Management LLC |
5 |
| GV Financial Advisors |
5 |
| Brighton Jones Llc |
5 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
5 |
| Zeke Capital Advisors, Llc |
5 |
| Susquehanna Portfolio Strategies, LLC |
5 |
| HighMark Wealth Management LLC |
5 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
5 |
| Atom Investors LP |
5 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
5 |
| Advisor Resource Council |
5 |
| Retirement Wealth Solutions LLC |
5 |
| Accurate Wealth Management, LLC |
5 |
| Swiss Life Asset Management Ltd |
5 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
5 |
| West Paces Advisors Inc. |
5 |
| FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
5 |
| Waddell & Reed Financial Inc |
5 |
| Groupe la Francaise |
5 |
| Hilltop Holdings Inc. |
5 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
| Price Capital Management, Inc. |
5 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
5 |
| Rakuten Securities, Inc. |
5 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| Advanced Series Trust - Ast High Yield Portfolio |
5 |
| Clough Global Equity Fund |
5 |
| Clough Global Dividend & Income Fund |
5 |
| Satuit Capital Management Trust |
5 |
| Innealta Capital, Llc |
5 |
| Kkr Income Opportunities Fund |
5 |
| Clough Global Opportunities Fund |
5 |
| Lecap Asset Management Ltd |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
5 |
| Prime Capital Investment Advisors, LLC |
5 |
| GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class |
5 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
5 |
| Cookson Peirce & Co Inc |
5 |
| Activest Wealth Management |
5 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
5 |
| Levin Capital Strategies, L.p. |
5 |
| Capital One, National Association |
5 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
5 |
| Elite Wealth Management, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
5 |
| Riverview Trust Co |
5 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
5 |
| Wells Fargo Income Opportunities Fund |
5 |
| GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
| Connor Clark & Lunn Investment Management Ltd |
5 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
5 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
5 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
5 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
5 |
| Foundations Investment Advisors, LLC |
5 |
| JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| Enlightenment Research, LLC |
5 |
| Wilbanks Smith & Thomas Asset Management Llc |
5 |
| Avitas Wealth Management LLC |
5 |
| Sandler Capital Management |
5 |
| Beacon Pointe Advisors, LLC |
5 |
| HBK Sorce Advisory LLC |
5 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Eudaimonia Partners, LLC |
5 |
| Century Capital Management Trust |
5 |
| Concurrent Investment Advisors, LLC |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| Financial Network Wealth Advisors LLC |
5 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
5 |
| Granite Point Capital Management, L.P. |
5 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
5 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
5 |
| Warren Averett Asset Management, LLC |
5 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
5 |
| FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
5 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
5 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
5 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
5 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
5 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
5 |
| Advisory Research Inc |
5 |
| HealthInvest Partners AB |
5 |
| Thomas White International Ltd |
5 |
| Adams Diversified Equity Fund, Inc. |
5 |
| Dumont & Blake Investment Advisors Llc |
5 |
| Pinkerton Retirement Specialists, LLC |
5 |
| Kepos Capital LP |
5 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
5 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
5 |
| RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
5 |
| EULAV Asset Management |
5 |
| Covington Capital Management |
5 |
| AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A |
5 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
| ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| Kendall Capital Management |
5 |
| ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
5 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
5 |
| NatWest Group plc |
5 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
5 |
| NorthRock Partners, LLC |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
5 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
5 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
5 |
| Spring Creek Capital Llc |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
5 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
5 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
5 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
| Steigerwald, Gordon & Koch Inc. |
5 |
| Castleview Partners, Llc |
5 |
| Matarin Capital Management, LLC |
5 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
5 |
| J.Safra Asset Management Corp |
5 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
5 |
| River & Mercantile Asset Management Llp |
5 |
| Wealthfront Inc |
5 |
| Washington Trust Bank |
5 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
| Vigilant Capital Management, LLC |
5 |
| Aristeia Capital Llc |
5 |
| Oppenheimer Discovery Fund |
5 |
| AIA Group Ltd |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
5 |
| Discovery Capital Management, Llc / Ct |
5 |
| Tradeworx Inc. |
5 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
5 |
| GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
5 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| First Bank & Trust |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| Vivaldi Asset Management, LLC |
5 |
| 361 Capital Llc |
5 |
| GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class |
5 |
| Merit Financial Group, LLC |
5 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| NorthCrest Asset Manangement, LLC |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
5 |
| Exane Derivatives |
5 |
| GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class |
5 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
5 |
| Financial Synergies Wealth Advisors, Inc. |
5 |
| Pinnacle Financial Partners Inc |
5 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
5 |
| FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
5 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
5 |
| Johnson Investment Counsel Inc |
5 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
5 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
| Boulder Hill Capital Management Lp |
5 |
| Atika Capital Management LLC |
5 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
5 |
| Tributary Capital Management, LLC |
5 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
5 |
| Meritage Portfolio Management |
5 |
| Fiduciary Trust Co |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
5 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
5 |
| Pimco Global Stocksplus & Income Fund |
5 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
5 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
| Perkins Capital Management Inc |
5 |
| ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
5 |
| Boston Trust Walden Corp |
5 |
| Ashton Thomas Securities, Llc |
5 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
5 |
| ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A |
5 |
| Washington Trust Advisors, Inc. |
5 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
5 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
5 |
| PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF |
5 |
| Kohlberg Kravis Roberts & Co. L.P. |
5 |
| Price Michael F |
5 |
| Checchi Capital Advisers, LLC |
5 |
| CenterBook Partners LP |
5 |
| Kovitz Investment Group Partners, LLC |
5 |
| PenderFund Capital Management Ltd. |
5 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
5 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
5 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
5 |
| AGF Investments LLC |
5 |
| Allstate Corp |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
5 |
| HB Wealth Management, LLC |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
5 |
| Partner Investment Management, L.P. |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF |
5 |
| Rise Advisors, LLC |
5 |
| Conestoga Capital Advisors, LLC |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
5 |
| Cheyne Capital Management (UK) LLP |
5 |
| Mangrove Partners |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
5 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| John Hancock Hedged Equity & Income Fund |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
| City Holding Co |
5 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| WR Wealth Planners, LLC |
5 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
| Kingdon Capital Management, L.l.c. |
5 |
| Tortoise Investment Management, LLC |
5 |
| Mv Capital Management, Inc. |
5 |
| Mowery & Schoenfeld Wealth Management, LLC |
5 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
5 |
| Central Pacific Bank - Trust Division |
5 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
5 |
| EP Wealth Advisors, Inc. |
5 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
5 |
| Glen Eagle Advisors, LLC |
5 |
| Meteora Capital, LLC |
5 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
5 |
| Hoxton Financial, Inc. |
5 |
| Trustmark National Bank Trust Department |
5 |
| USS Investment Management Ltd |
5 |
| Lido Advisors, LLC |
5 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
5 |
| Highland Capital Management, Llc |
5 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
5 |
| Hound Partners, LLC |
5 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
| Blume Capital Management, Inc. |
5 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
5 |
| VCTPX - VALIC Co I - Inflation Protected Fund |
5 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
5 |
| Nikko Asset Management Americas, Inc. |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| Bollard Group LLC |
5 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
5 |
| ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
4 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| IXJ - iSHARES TRUST - iShares Global Healthcare ETF |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| My Personal CFO, LLC |
4 |
| LGT Fund Management Co Ltd. |
4 |
| Lansing Street Advisors |
4 |
| Concentric Capital Strategies, LP |
4 |
| Mawer Investment Management Ltd. |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
| Beacon Capital Management, LLC |
4 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| Mitchell Capital Management Co |
4 |
| Pzena Investment Management Llc |
4 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
4 |
| MJT & Associates Financial Advisory Group, Inc. |
4 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
4 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
4 |
| Brown Advisory Securities, LLC |
4 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
4 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Douglass Winthrop Advisors, LLC |
4 |
| IronBridge Capital Management LP |
4 |
| Seizert Capital Partners, Llc |
4 |
| JPL Wealth Management, LLC |
4 |
| Ford Financial Group, LLC |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
4 |
| Todd Asset Management Llc |
4 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
4 |
| Intrust Bank Na |
4 |
| Binnacle Investments Inc |
4 |
| Carmignac Gestion |
4 |
| STRV - EA Series Trust - Strive 500 ETF |
4 |
| Swiss Helvetia Fund, Inc. |
4 |
| Icon Wealth Advisors, LLC |
4 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
4 |
| Ingalls & Snyder Llc |
4 |
| Wealth Preservation Advisors, LLC |
4 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
4 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
4 |
| Punch & Associates Investment Management, Inc. |
4 |
| Ab Pooling Portfolios |
4 |
| Glass Jacobson Investment Advisors llc |
4 |
| JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
4 |
| Alliance Wealth Advisors, LLC /UT |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| Keystone Investors Pte Ltd |
4 |
| Rakuten Investment Management, Inc. |
4 |
| Qsemble Capital Management, LP |
4 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
4 |
| Cowen Prime Services LLC |
4 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
4 |
| ISAM Funds (UK) Ltd |
4 |
| Underlying Funds Trust |
4 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
4 |
| Veritable, L.P. |
4 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
4 |
| Meeder Advisory Services, Inc. |
4 |
| Wealth Watch Advisors, INC |
4 |
| Signature Estate & Investment Advisors Llc |
4 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
4 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
4 |
| Applied Finance Capital Management, LLC |
4 |
| P Schoenfeld Asset Management Lp |
4 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
4 |
| Fort Washington Investment Advisors Inc /oh/ |
4 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
4 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
4 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
4 |
| Militia Capital Partners, LP |
4 |
| Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
| Garton & Associates Financial Advisors LLC |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
4 |
| Impact Partnership Wealth, LLC |
4 |
| Genesee Valley Trust Co |
4 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
| Nemes Rush Group LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| iA Global Asset Management Inc. |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| Arlington Trust Co LLC |
4 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
| WASHINGTON TRUST Co |
4 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
| Jump Trading, Llc |
4 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
4 |
| Ibex Investors LLC |
4 |
| Polen Capital Management Llc |
4 |
| MidWestOne Financial Group, Inc. |
4 |
| Arden Investment Series Trust |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
4 |
| Ramius Advisors Llc |
4 |
| Personal Cfo Solutions, Llc |
4 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
4 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
| Williams Jones Wealth Management, LLC. |
4 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
4 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
4 |
| Cowen Investment Management LLC |
4 |
| Nicholas Company, Inc. |
4 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
| Inscription Capital, LLC |
4 |
| WealthStone, Inc. |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial |
4 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
4 |
| RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
4 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
4 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
4 |
| Unique Wealth Strategies, LLC |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| Requisite Capital Management, LLC |
4 |
| MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
4 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
4 |
| Semanteon Capital Management, LP |
4 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
4 |
| Next Financial Holdings |
4 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
| Bremer Bank National Association |
4 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
4 |
| Neuberger Berman High Yield Strategies Fund Inc. |
4 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
| Providence Capital Advisors, LLC |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
4 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
4 |
| Granahan Investment Management Inc/ma |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
4 |
| Dixon Hubard Feinour & Brown Inc/va |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
4 |
| OP Asset Management Ltd |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
4 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
4 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
4 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
4 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
4 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
4 |
| Brandywine Oak Private Wealth Llc |
4 |
| Cynosure Management, Llc |
4 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
4 |
| DeepCurrents Investment Group LLC |
4 |
| VisionPoint Advisory Group, LLC |
4 |
| Chilton Capital Management Llc |
4 |
| RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
4 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
4 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
4 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
4 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
| Fortem Financial Group, Llc |
4 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
4 |
| Burns Matteson Capital Management, LLC |
4 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
4 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
4 |
| Ossiam |
4 |
| Seeyond |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 |
4 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
4 |
| HHM Wealth Advisors, LLC |
4 |
| Gladstone Institutional Advisory LLC |
4 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| Wells Fargo Global Dividend Opportunity Fund |
4 |
| Horizons Etf Trust I |
4 |
| TrinityPoint Wealth, LLC |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Arabesque Asset Management Ltd |
4 |
| Coastal Capital Group, Inc. |
4 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
4 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
4 |
| Old North State Trust, LLC |
4 |
| JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
4 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
4 |
| Amica Mutual Insurance Co |
4 |
| Ativo Capital Management LLC |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
4 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
4 |
| Nachman Norwood & Parrott, Inc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
4 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
| North Dakota State Investment Board |
4 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
4 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
4 |
| Marathon Trading Investment Management LLC |
4 |
| IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF |
4 |
| Redhawk Wealth Advisors, Inc. |
4 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
4 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
4 |
| Smallcap World Fund Inc |
4 |
| Tcw Group Inc |
4 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
4 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
4 |
| LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares |
4 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
4 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
4 |
| Kestra Investment Management, LLC |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Cavalier Investments, LLC |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares |
4 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
| Cromwell Holdings LLC |
4 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
4 |
| Clarius Group, LLC |
4 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
4 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
4 |
| Hawk Ridge Capital Management Lp |
4 |
| WFG Advisors, LP |
4 |
| Principia Wealth Advisory, LLC |
4 |
| Impax Asset Management Group plc |
4 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
4 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
4 |
| Incline Global Management LLC |
4 |
| HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
4 |
| Geneva Capital Management Llc |
4 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
| Shapiro Robert N |
4 |
| Aristides Capital LLC |
4 |
| GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class |
4 |
| DAFNA Capital Management LLC |
4 |
| Virtus ETF Advisers LLC |
4 |
| Signet Financial Management, Llc |
4 |
| Highline Wealth Partners Llc |
4 |
| Andra AP-fonden |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
4 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| Gagnon Advisors, LLC |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| Private Ocean, LLC |
4 |
| Jackson Square Partners, LLC |
4 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
4 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
4 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
4 |
| Atlantic Union Bankshares Corp |
4 |
| Clean Yield Group |
4 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
4 |
| Virginia Retirement System |
4 |
| Lombard Odier Asset Management (Switzerland) SA |
4 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
4 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
4 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
4 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
4 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
4 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
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 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
| Foresters Investment Management Company, Inc. |
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 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
| Elyxium Wealth, LLC |
4 |
| Chicago Capital Management, LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
4 |
| Mosaic Family Wealth, LLC |
4 |
| EFG Asset Management (Americas) Corp. |
4 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
4 |
| USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
4 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
4 |
| First National Bank Of Omaha |
4 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| HWG Holdings LP |
4 |
| Zebra Capital Management LLC |
4 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
4 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
4 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
4 |
| Coe Capital Management, LLC |
4 |
| PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
4 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
4 |
| First Personal Financial Services |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
4 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
4 |
| Oak Associates Ltd /oh/ |
4 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
4 |
| Freestone Capital Holdings, LLC |
4 |
| Crestwood Advisors Group LLC |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
4 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
4 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
4 |
| Schonfeld Group Holdings LLC |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
4 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
| Aureus Asset Management, LLC |
4 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
4 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
4 |
| Legacy Investment Solutions, LLC |
4 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
4 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
4 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
4 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
| Legacy Wealth Managment, LLC/ID |
4 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
4 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
| Bellecapital International Ltd. |
4 |
| HighPoint Advisor Group LLC |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| Oakworth Capital, Inc. |
4 |
| Crestline Management, LP |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
4 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
| Ghost Tree Capital, LLC |
4 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
4 |
| Capital Guardian Trust Co |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| Turner Funds |
4 |
| Fideuram Asset Management (Ireland) dac |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
4 |
| Truewealth Llc |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| Clarkston Capital Partners, LLC |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| Palisade Asset Management, LLC |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
4 |
| Belvedere Trading LLC |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Great Point Partners Llc |
4 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
4 |
| Caldwell Securities, Inc |
4 |
| Squar Milner Financial Services Llc |
4 |
| Amica Retiree Medical Trust |
4 |
| Adamant Biomedical Investments AG |
4 |
| Macroview Investment Management Llc |
4 |
| SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
4 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
| Bremer Trust National Association |
4 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
4 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
4 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
4 |
| Ninety One UK Ltd |
4 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
4 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
4 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
| VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
4 |
| Sonora Investment Management, LLC |
4 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
| PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A |
4 |
| Montag A & Associates Inc |
4 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| Formula Growth Ltd |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
4 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
4 |
| Winfield Associates, Inc. |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
4 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
4 |
| Wilmington Funds Management Corp |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
| Bridger Management, Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| Gagnon Securities Llc |
4 |
| Pinnacle Wealth Management Advisory Group, LLC |
4 |
| HMS Capital Management, LLC |
4 |
| Turtle Creek Wealth Advisors, LLC |
4 |
| Southpoint Capital Advisors LP |
4 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
4 |
| StoneX Group Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| Core Wealth Advisors, Llc |
4 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
4 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
| Logan Capital Management Inc |
4 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
4 |
| VCULX - VALIC Co I - Growth Fund |
4 |
| Chiron Investment Management, LLC |
4 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
4 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
4 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
4 |
| Voya Financial Advisors, Inc. |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
| TrimTabs Asset Management, LLC |
4 |
| CT Financial Advisors LLC |
4 |
| Triad Wealth Partners, LLC |
4 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
4 |
| Polianta Ltd |
4 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
4 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| Covenant Asset Management, LLC |
4 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
4 |
| MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
4 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
4 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
4 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
4 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
| UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology |
4 |
| Denali Advisors Llc |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
| Wunderlich Securities, Inc. |
4 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
4 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
4 |
| Mutual Advisors, LLC |
4 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
4 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
4 |
| Moloney Securities Asset Management, LLC |
4 |
| Altium Capital Management LP |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| Cribstone Capital Management, LLC |
4 |
| Dakota Wealth Management |
4 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
4 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
4 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
4 |
| Perkins Coie Trust Co |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| Worth Venture Partners, LLC |
4 |
| IFM Investors Pty Ltd |
4 |
| Country Trust Bank |
4 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
| Thb Asset Management |
4 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
4 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
4 |
| Telemus Capital, Llc |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
4 |
| Vanguard Capital Management Llc |
4 |
| Dalton Greiner Hartman Maher & Co |
4 |
| American Capital Advisory, LLC |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| Camber Capital Management LP |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
4 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
4 |
| Pinnacle Bancorp, Inc. |
4 |
| Three Peaks Capital Management, LLC |
4 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
4 |
| Morse Asset Management, Inc |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| Partners Group Private Equity (master Fund), Llc |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
4 |
| Achmea Investment Management B.V. |
4 |
| Eastern Bank |
4 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
4 |
| Red Door Wealth Management, LLC |
4 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
4 |
| Atlantic Trust, LLC |
4 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
4 |
| Profunds - Profund Vp Ultramid-cap |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| Profunds - Profund Vp Mid-cap Growth |
4 |
| 1st Global Advisors, Inc. |
4 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
4 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
4 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| Capital Bank & Trust Co |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| Cumberland Partners Ltd |
4 |
| Donoghue Forlines LLC |
4 |
| Hartford Financial Management Inc. |
4 |
| Tarbox Family Office, Inc. |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| Cedar Mountain Advisors, LLC |
4 |
| Venture Visionary Partners LLC |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| Integrated Advisors Network LLC |
4 |
| Close Asset Management Ltd |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
| Quaker Wealth Management, LLC |
4 |
| Redwood Investment Management, Llc |
4 |
| Spdr S&p Midcap 400 Etf Trust |
4 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
4 |
| Hudock, Inc. |
4 |
| Key FInancial Inc |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| Korea Investment CORP |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
| Chicago Capital, LLC |
4 |
| Anfield Capital Management, LLC |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
| WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
4 |
| WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
4 |
| Price Wealth Management, Inc. |
4 |
| Papp L Roy & Associates |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| Wealth Alliance |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
4 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
4 |
| First Interstate Bank |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| Denver Investment Advisors Llc |
4 |
| Cornerstone Financial Management LLC |
4 |
| Column Capital Advisors, LLC |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Davy Global Fund Management Ltd |
4 |
| FT Options LLC |
4 |
| Kellner Capital, LLC |
4 |
| Mycio Wealth Partners, Llc |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| Great Lakes Retirement, Inc. |
4 |
| Transcend Wealth Collective, Llc |
4 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
4 |
| Kensico Capital Management Corp |
4 |
| Wells Fargo Utilities & High Income Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
| Archer Investment Corp |
4 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
4 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
4 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
4 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
4 |
| Avalon Advisors, Llc |
4 |
| Kapitalo Investimentos Ltda |
4 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
4 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
4 |
| Natixis Investment Managers International |
4 |
| QCM Cayman, Ltd. |
4 |
| Kera Capital Partners, Inc. |
4 |
| TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| Heck Capital Advisors, LLC |
4 |
| Breton Hill Capital Ltd. |
4 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
4 |
| York Capital Management Global Advisors, LLC |
4 |
| TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
4 |
| Duncker Streett & Co Inc |
4 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
| Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
4 |
| LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
4 |
| LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
4 |
| MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
4 |
| D. Scott Neal, Inc. |
4 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
4 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| L & S Advisors Inc |
4 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
4 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| 683 Capital Management, LLC |
4 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Usaa Etf Trust |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
4 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
4 |
| Core Alternative Capital |
4 |
| Silphium Asset Management Ltd |
4 |
| Lakewood Capital Management, Lp |
4 |
| Sierra Ocean, Llc |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
4 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
| Norris Perne & French Llp/mi |
4 |
| ARKG - Ark ETF Trust - ARK Genomic Revolution ETF |
4 |
| Rothschild Investment Corp /il |
4 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class |
4 |
| Camelot Portfolios, LLC |
4 |
| Emerald Investment Partners, Llc |
4 |
| Marquette Asset Management, LLC |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| Royal London Asset Management Ltd |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| First National Bank of Hutchinson |
4 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
4 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
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 |
| Dividend Asset Capital, Llc |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
4 |
| Advisor Partners Llc |
4 |
| Barings Llc |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
4 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
4 |
| Pineridge Advisors LLC |
4 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
4 |
| PGGM Investments |
4 |
| Advisor OS, LLC |
4 |
| Hl Financial Services Llc |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| Ballentine Partners, LLC |
4 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
4 |
| Essex Financial Services, Inc. |
4 |
| Hughes Financial Services, LLC |
4 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
4 |
| GHP Investment Advisors, Inc. |
4 |
| First Trust High Yield Opportunities 2027 Term Fund |
4 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
4 |
| CLARET ASSET MANAGEMENT Corp |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF |
4 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
4 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| Allianzgi Diversified Income & Convertible Fund |
4 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
| Northwest Investment Counselors, Llc |
4 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
4 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| Pillar Pacific Capital Management Llc |
4 |
| North Star Asset Management Inc |
4 |
| Sii Investments Inc/wi |
4 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
| Bellwether Advisors, LLC |
4 |
| E Fund Management Co., Ltd. |
4 |
| WealthTrak Capital Management LLC |
4 |
| EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
4 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
4 |
| Perbak Capital Partners LLP |
4 |
| RWM Asset Management, LLC |
4 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| Bryce Point Capital, LLC |
4 |
| Cannon Global Investment Management, LLC |
4 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
4 |
| Opal Wealth Advisors, LLC |
4 |
| Lebenthal Global Advisors, LLC |
4 |
| Humankind Investments LLC |
4 |
| BRC Investment Management LLC |
4 |
| Polymer Capital Management (US) LLC |
4 |
| Optimize Financial Inc |
4 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
4 |
| New York Life Investments Alternatives |
4 |
| Sphinx Trading, Lp |
4 |
| Farringdon Capital, Ltd. |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| Marino, Stram & Associates Llc |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| Coppell Advisory Solutions LLC |
4 |
| FJ Investments, LLC |
4 |
| Curi Wealth Management, LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
4 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
| Colonial Trust Advisors |
4 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
| LM Advisors LLC |
4 |
| Folger Hill Asset Management LP |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
| Teton Advisors, Inc. |
4 |
| Peak6 Llc |
4 |
| Stevens First Principles Investment Advisors |
4 |
| Raiffeisen Bank International AG |
4 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| Precision Wealth Strategies, LLC |
4 |
| Bayforest Capital Ltd |
4 |
| Better Money Decisions, LLC |
4 |
| Sphera Funds Management Ltd. |
4 |
| Nfj Investment Group, Llc |
4 |
| Fi3 FINANCIAL ADVISORS, LLC |
4 |
| Havens Advisors Llc |
4 |
| GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
4 |
| BlackRock Private Investments Fund |
4 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
| Sierra Capital LLC |
4 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
4 |
| Heritage Wealth Management, Llc |
4 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
4 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
4 |
| JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
4 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
| Gryphon Financial Partners LLC |
4 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
| Geduld E E |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
4 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
4 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
| Shaker Investments Llc/oh |
4 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
4 |
| Tema Etfs Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
| Greenleaf Trust |
4 |
| McElhenny Sheffield Capital Management, LLC |
4 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
4 |
| SIH Partners, LLLP |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
| Smith Group Asset Management, LLC |
4 |
| Freestone Grove Partners LP |
4 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
4 |
| Castle Creek Arbitrage, LLC |
4 |
| Willis Investment Counsel |
4 |
| BlackRock ESG Capital Allocation Trust |
4 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
4 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
4 |
| Ascend Capital, Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
4 |
| Reuter James Wealth Management, Llc |
4 |
| Clough Capital Partners L P |
4 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
4 |
| Ameriflex Group, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
| MASTER BOND LLC - Master Total Return Portfolio |
4 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
4 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
4 |
| Perkins Investment Management, LLC |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| Braun Stacey Associates Inc |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
4 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
4 |
| New Age Alpha Advisors, LLC |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| Desjardins Global Asset Management Inc. |
4 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
| Invesco Dynamic Credit Opportunity Fund |
4 |
| GraniteShares Advisors LLC |
4 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
4 |
| Catalytic Wealth RIA, LLC |
4 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
| Wealthcare Capital Management Llc |
4 |
| Sentry Investment Management Llc |
4 |
| Heartland Advisors Inc |
4 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
4 |
| Buckingham Strategic Partners |
4 |
| Confluence Wealth Services, Inc. |
4 |
| HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
4 |
| Red Tortoise LLC |
4 |
| Morton Brown Family Wealth, LLC |
4 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
4 |
| SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
4 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
4 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
4 |
| Thrive Wealth Management, LLC |
4 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
4 |
| Trust For Advisor Solutions |
4 |
| Banque Pictet & Cie Sa |
4 |
| Journey Strategic Wealth Llc |
4 |
| EFG Asset Management (North America) Corp. |
4 |
| Byrne Asset Management LLC |
4 |
| Wedbush Securities Inc |
4 |
| Ra Capital Management, L.p. |
4 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
| Simplicity Wealth,LLC |
4 |
| Signature Equity Partners, LLC |
4 |
| Reinhart Partners, Inc. |
4 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| American Trust |
4 |
| Jana Partners Llc |
4 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| Roble, Belko & Company, Inc |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| Pfs Investments Inc. |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
4 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
4 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
| Fir Tree Capital Management Lp |
3 |
| Starboard Value LP |
3 |
| Baupost Group Llc/ma |
3 |
| Boxer Capital, LLC |
3 |
| Sit Investment Associates Inc |
3 |
| Paulson & Co. Inc. |
3 |
| Sachem Head Capital Management LP |
3 |
| GIC Private Ltd |
3 |
| Steadfast Capital Management Lp |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Psagot Investment House Ltd. |
3 |
| Cortina Asset Management, LLC |
3 |
| Nantahala Capital Management, LLC |
3 |
| Sands Capital Management, Llc |
3 |
| Global X Management CO LLC |
3 |
| Horizon Kinetics LLC |
3 |
| Growth Fund Of America |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Owl Creek Asset Management, L.P. |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Coatue Management Llc |
3 |
| Primecap Management Co/ca/ |
3 |
| Rs Investment Management Co Llc |
3 |
| First Light Asset Management, LLC |
3 |
| Hotchkis & Wiley Capital Management Llc |
3 |
| Capital International Investors |
3 |
| Avoro Capital Advisors LLC |
3 |
| Thornburg Investment Management Inc |
3 |
| Next Century Growth Investors Llc |
3 |
| Acuta Capital Partners, Llc |
3 |
| EcoR1 Capital, LLC |
3 |
| Harris Associates L P |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Ada Investment Management, LP |
3 |
| Altfest L J & Co Inc |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| New York Life Trust Co |
3 |
| Bvf Inc/il |
3 |
| Quest Investment Management Llc |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Capital International Sarl |
3 |
| Capital International Ltd /ca/ |
3 |
| Roberts Glore & Co Inc /il/ |
3 |
| Baldwin Brothers Inc/ma |
3 |
| Mazama Capital Management Inc |
3 |
| Sirios Capital Management L P |
3 |
| Broadview Advisors Llc |
3 |
| South Texas Money Management Ltd |
3 |
| Hanson & Doremus Investment Management |
3 |
| CQS Cayman LP |
3 |
| Flow Traders U.s. Llc |
3 |
| Morningstar Investment Services LLC |
3 |
| Girard Partners Ltd. |
3 |
| Investment Management Of Virginia Llc |
3 |
| Brandes Investment Partners, Lp |
3 |
| Chesapeake Asset Management Llc |
3 |
| Condor Capital Management |
3 |
| Fairpointe Capital LLC |
3 |
| Greenwood Capital Associates Llc |
3 |
| Alpine Woods Capital Investors, Llc |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| Channing Capital Management, LLC |
3 |
| Oak Ridge Investments Llc |
3 |
| Columbia Partners L L C Investment Management |
3 |
| Wetherby Asset Management Inc |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Bradley Foster & Sargent Inc/ct |
3 |
| Tealwood Asset Management Inc |
3 |
| Emory University |
3 |
| Copeland Capital Management, LLC |
3 |
| Parkwood LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Nippon Life Global Investors Americas, Inc. |
3 |
| Bourgeon Capital Management Llc |
3 |
| Proffitt & Goodson Inc |
3 |
| Obermeyer Wood Investment Counsel, Lllp |
3 |
| Confluence Investment Management Llc |
3 |
| Seven Bridges Advisors LLC |
3 |
| Corrado Advisors, Llc |
3 |
| Manning & Napier Advisors Llc |
3 |
| Kentucky Retirement Systems |
3 |
| Chilton Investment Co Llc |
3 |
| Cypress Capital Group |
3 |
| Jump Trading, LLC |
3 |
| Guardian Capital Lp |
3 |
| Saturna Capital CORP |
3 |
| Azimuth Capital Management LLC |
3 |
| Choate Investment Advisors |
3 |
| Woodmont Investment Counsel Llc |
3 |
| Reynolds Capital Management Llc |
3 |
| APG Asset Management US Inc. |
3 |
| Phocas Financial Corp. |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Welch & Forbes Llc |
3 |
| Cabot Wealth Management Inc |
3 |
| Edmond De Rothschild Asset Management (france) |
3 |
| Gluskin Sheff & Assoc Inc |
3 |
| Benchmark Capital Advisors |
3 |
| JGP Global Gestao de Recursos Ltda. |
3 |
| Reliance Trust Co Of Delaware |
3 |
| Heritage Wealth Advisors |
3 |
| Rathbone Brothers plc |
3 |
| Columbia Wanger Asset Management Llc |
3 |
| Clear Investment Research, Llc |
3 |
| Connable Office Inc |
3 |
| Qci Asset Management Inc/ny |
3 |
| Strategy Asset Managers Llc |
3 |
| Burt Wealth Advisors |
3 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
| Falcon Point Capital, Llc |
3 |
| Timber Hill LLC |
3 |
| Investment Centers Of America Inc |
3 |
| Cardinal Capital Management |
3 |
| Dinsmore Capital Management Co/nj |
3 |
| First New York Securities Llc /ny |
3 |
| Central Bank & Trust Co |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| Curian Capital Llc |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| WestEnd Advisors, LLC |
3 |
| Athena Capital Advisors Llc |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Valmark Advisers, Inc. |
3 |
| Endurance Wealth Management, Inc. |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Barometer Capital Management Inc. |
3 |
| Corbenic Partners LLC |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Delta Lloyd Nv |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| Kanaly Trust Co |
3 |
| Magee Thomson Investment Partners Llc |
3 |
| TD Capital Management LLC |
3 |
| Marietta Investment Partners Llc |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| RBF Capital, LLC |
3 |
| Laffer Investments |
3 |
| TradeLink Global Equity LLC |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| Empyrean Capital Partners, LP |
3 |
| Charlemagne Capital Ltd |
3 |
| TIG Advisors, LLC |
3 |
| NorthCoast Asset Management LLC |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| RiverPark Advisors, LLC |
3 |
| DT Investment Partners, LLC |
3 |
| Cim, Llc |
3 |
| CenturyLink Investment Management Co |
3 |
| Integral Derivatives, LLC |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Winch Advisory Services, LLC |
3 |
| Kwmg, Llc |
3 |
| UNIVEST FINANCIAL Corp |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Franklin Street Advisors Inc /nc |
3 |
| First Financial Corp /in/ |
3 |
| Lvm Capital Management Ltd/mi |
3 |
| Webster Bank, N. A. |
3 |
| B & T Capital Management DBA Alpha Capital Management |
3 |
| CHICAGO TRUST Co NA |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| West Oak Capital, LLC |
3 |
| William Harris Investors Inc |
3 |
| Tobam |
3 |
| Bruderman Asset Management, LLC |
3 |
| Balentine LLC |
3 |
| Kcm Investment Advisors Llc |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| Oarsman Capital, Inc. |
3 |
| Focused Wealth Management, Inc |
3 |
| Legacy Capital Partners, Inc. |
3 |
| Norinchukin Bank, The |
3 |
| BSW Wealth Partners |
3 |
| Willingdon Wealth Management |
3 |
| Gladius Capital Management LP |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| Ninety One North America, Inc. |
3 |
| Ckw Financial Group |
3 |
| John G Ullman & Associates Inc |
3 |
| Fagan Associates, Inc. |
3 |
| Mission Wealth Management, Lp |
3 |
| Cambiar Investors Llc |
3 |
| General American Investors Co Inc |
3 |
| Ledyard National Bank |
3 |
| Harding Loevner Lp |
3 |
| Pennsylvania Trust Co |
3 |
| National Pension Service |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| James Investment Research Inc |
3 |
| Usca Ria Llc |
3 |
| Capital International Inc /ca/ |
3 |
| Ionic Capital Management LLC |
3 |
| Iguana Healthcare Management, LLC |
3 |
| Continental Advisors Llc |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Kazazian Asset Management, LLC |
3 |
| Spectrum Management Group, LLC |
3 |
| Fernwood Investment Management, LLC |
3 |
| Summit Creek Advisors LLC |
3 |
| Boston Private Bank & Trust Co |
3 |
| Frontier Wealth Management LLC |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| Meitav Dash Investments Ltd |
3 |
| Bellevue Asset Management AG |
3 |
| Perpetual Investment Management Ltd |
3 |
| Cornerstone Advisory, LLC |
3 |
| TRUE Private Wealth Advisors |
3 |
| Handelsinvest Investeringsforvaltning |
3 |
| V Wealth Advisors LLC |
3 |
| Oliver Luxxe Assets LLC |
3 |
| Ramsey Quantitative Systems |
3 |
| Exane Asset Management |
3 |
| SpiderRock Trading LLC |
3 |
| Cormorant Asset Management, LP |
3 |
| Chartwell Investment Partners/pa |
3 |
| Wrapmanager Inc |
3 |
| Forsta Ap-fonden |
3 |
| Howard Hughes Medical Institute |
3 |
| Financial Counselors Inc |
3 |
| Opus Point Partners Management, LLC |
3 |
| Blue Jay Capital Management, Llc |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| Institute for Wealth Management, LLC. |
3 |
| Wellesley Asset Management |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Camden Asset Management L P /ca |
3 |
| Beaconlight Capital, Llc |
3 |
| BlueMar Capital Management, LLC |
3 |
| Bloom Tree Partners, Llc |
3 |
| Rainier Investment Management Llc |
3 |
| Suvretta Capital Management, Llc |
3 |
| Omega Advisors Inc. |
3 |
| Piper Sandler & Co. |
3 |
| Opera Trading Capital |
3 |
| Clearbridge, Llc |
3 |
| TCTC Holdings, LLC |
3 |
| Tlp Group Llc |
3 |
| Bardin Hill Management Partners Lp |
3 |
| Redmond Asset Management, LLC |
3 |
| Junto Capital Management LP |
3 |
| Scholtz & Company, Llc |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| Symmetry Peak Management Llc |
3 |
| Zimmer Partners, LP |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Cna Financial Corp |
3 |
| JS Capital Management LLC |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Bluestein R H & Co |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Cahill Financial Advisors Inc |
3 |
| People's United Financial, Inc. |
3 |
| Highlander Capital Management, LLC |
3 |
| aeris Capital Holding GmbH |
3 |
| Sector Gamma As |
3 |
| Trillium Asset Management, Llc |
3 |
| Fayez Sarofim & Co |
3 |
| Lebenthal Asset Management, LLC |
3 |
| Spears Abacus Advisors LLC |
3 |
| CWA Asset Management Group, LLC |
3 |
| Catapult Capital Management Llc |
3 |
| Index Management Solutions, LLC |
3 |
| Antonetti Capital Management LLC |
3 |
| SevenBridge Financial Group, LLC |
3 |
| Munder Capital Management |
3 |
| Man Investments Ltd |
3 |
| LaSalle Street Capital Management, LLC |
3 |
| Jackson, Grant Investment Advisers, Inc. |
3 |
| Rock Creek Group, LP |
3 |
| Tesco Pension Investment Ltd |
3 |
| AustralianSuper Pty Ltd |
3 |
| Teton Westwood Funds |
3 |
| Rubric Capital Management LP |
3 |
| FNY Partners Fund LP |
3 |
| GenTrust, LLC |
3 |
| McAdam, LLC |
3 |
| Glenview Trust Co |
3 |
| Mason Street Advisors, Llc |
3 |
| Symmetry Partners, LLC |
3 |
| DLD Asset Management, LP |
3 |
| Banco Santander, S.A. |
3 |
| Neuburgh Advisers LLC |
3 |
| Bishop Rock Capital, L.P. |
3 |
| R&F Capital Advisors LP |
3 |
| Ritholtz Wealth Management |
3 |
| Almanack Investment Partners, LLC. |
3 |
| Israel Discount Bank Of New York /gfn |
3 |
| Wsfs Capital Management, Llc |
3 |
| Omnia Family Wealth, LLC |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Vivaldi Capital Management, LLC |
3 |
| Bfsg, Llc |
3 |
| HGC Investment Management Inc. |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Invesco Bond Fund |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| PFG Advisors |
3 |
| Franklin Universal Trust |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
3 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
| ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
3 |
| Prudential Global Short Duration High Yield Fund, Inc. |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
3 |
| Oppenheimer Variable Account Funds |
3 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
| Gabelli Go Anywhere Trust |
3 |
| Nuveen Global High Income Fund |
3 |
| Ironbridge Funds, Inc. |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
| QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
3 |
| Pimco Strategic Income Fund, Inc |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
3 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| Scout Funds |
3 |
| MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| Pimco Flexible Credit Income Fund |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| India Fund Inc |
3 |
| AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
| Blackrock 2022 Global Income Opportunity Trust |
3 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
3 |
| Ssga Master Trust |
3 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| New America High Income Fund Inc |
3 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
| Credit Suisse Asset Management Income Fund Inc |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund |
3 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
3 |
| Prudential Short Duration High Yield Fund, Inc. |
3 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
| Global X Funds |
3 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
| Boston Income Portfolio - Boston Income Portfolio |
3 |
| Oppenheimer Global Multi-asset Growth Fund |
3 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
3 |
| Franklin Templeton International Trust |
3 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
3 |
| Ares Dynamic Credit Allocation Fund, Inc. |
3 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
3 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
| Alpine Series Trust |
3 |
| Credit Suisse High Yield Bond Fund |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
3 |
| VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| Pioneer High Income Trust |
3 |
| BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| Ridgeworth Funds |
3 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
| DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
3 |
| Broadview Funds Trust |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Western Asset Corporate Loan Fund Inc. |
3 |
| Capstone Series Fund Inc |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Independence Bank of Kentucky |
3 |
| Signition Lp |
3 |
| Santori & Peters, Inc. |
3 |
| Lucia Wealth Services, Llc |
3 |
| Parisi Gray Wealth Management |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| First Command Advisory Services, Inc. |
3 |
| Banco de Sabadell, S.A |
3 |
| SYM FINANCIAL Corp |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| Wagner Wealth Management, Llc |
3 |
| Cqs (us), Llc |
3 |
| Centerpoint Advisors, LLC |
3 |
| Burleson & Company, LLC |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| North Growth Management Ltd. |
3 |
| Vectors Research Management, LLC |
3 |
| American Beacon Apollo Total Return Fund |
3 |
| Dfpg Investments, Llc |
3 |
| Ellis Investment Partners, LLC |
3 |
| Hardy Reed LLC |
3 |
| Grandview Asset Management LLC |
3 |
| Costello Asset Management, INC |
3 |
| Mizuho Securities Usa Llc |
3 |
| Robertson Stephens Wealth Management, LLC |
3 |
| MBM Wealth Consultants, LLC |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| Abundance Wealth Counselors |
3 |
| Alera Investment Advisors, LLC |
3 |
| Ostrum Asset Management |
3 |
| Mirova |
3 |
| Dagco, Inc. |
3 |
| Outlook Wealth Advisors, LLC |
3 |
| Guidance Point Advisors, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Wealthfront Advisers Llc |
3 |
| Executive Wealth Management, LLC |
3 |
| Surevest, LLC |
3 |
| BCJ Capital Management, LLC |
3 |
| Quilter Plc |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Kore Private Wealth LLC |
3 |
| Waddell & Associates, Llc |
3 |
| Weaver Consulting Group |
3 |
| Patton Fund Management, Inc. |
3 |
| Leap Investments Lp |
3 |
| TPI Fund Managers Ltd |
3 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
3 |
| Oppenheimer Equity Fund |
3 |
| Campbell Multi-strategy Trust |
3 |
| MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A |
3 |
| GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
3 |
| GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
3 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
3 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
3 |
| MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares |
3 |
| FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A |
3 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
3 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
3 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
3 |
| JNL SERIES TRUST - JNL/Oppenheimer Emerging Markets Innovator Fund (A) |
3 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
3 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| NMIEX - Northern Funds - Active M International Equity Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
3 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
| LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
3 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
| Advanced Series Trust - Ast International Growth Portfolio |
3 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
| JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
3 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
3 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
3 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
3 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
3 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
3 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF |
3 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
| MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
3 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
3 |
| BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
3 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
3 |
| JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
| DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
3 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
3 |
| RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
3 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
3 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
3 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
3 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
| QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
3 |
| Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
3 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
3 |
| GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N |
3 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A |
3 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
3 |
| HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
3 |
| IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
3 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
3 |
| MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
| Profunds - Profund Vp Large-cap Value |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Profunds - Profund Vp Bull |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S |
3 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
3 |
| XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
3 |
| WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
3 |
| WAIGX - WASATCH FUNDS TRUST - Wasatch International Growth Fund Investor Class shares |
3 |
| TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A |
3 |
| CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
3 |
| LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
3 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
| AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
3 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
3 |
| HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A |
3 |
| ABNIX - Aberdeen Funds - Aberdeen International Small Cap Fund (formerly Aberdeen Global Small Cap Fund) Institutional Class |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| Dfa Investment Trust Co - The Continental Small Company Series |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| Dfa Investment Trust Co - The Emerging Markets Series |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
3 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
3 |
| JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
3 |
| BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF |
3 |
| SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
3 |
| PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund |
3 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
3 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
3 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A |
3 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
3 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
3 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
3 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
3 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
3 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
3 |
| IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
3 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
3 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
3 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
3 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
3 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
3 |
| CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
3 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
3 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
3 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
| DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF |
3 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
3 |
| RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
3 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
3 |
| AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
3 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
| CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
3 |
| Elliott Investment Management L.P. |
3 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
| Savior LLC |
3 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
3 |
| AdvisorShares Investments LLC |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
3 |
| MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
3 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| AlphaCore Capital LLC |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
3 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
3 |
| Tfo-tdc, Llc |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
3 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
| CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
3 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
3 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| Tsfg, Llc |
3 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| VBCVX - VALIC Co I - Systematic Value Fund |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| MRGR - PROSHARES TRUST - ProShares Merger ETF |
3 |
| NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| JISOX - John Hancock Funds II - New Opportunities Fund Class 1 |
3 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
3 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
3 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
3 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
3 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
3 |
| NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
3 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
3 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
3 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
| Ikarian Capital, LLC |
3 |
| Heartwood Wealth Advisors LLC |
3 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
3 |
| BlackRock Multi-Sector Opportunities Trust II |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| GFG Capital, LLC |
3 |
| Camden Capital, LLC |
3 |
| Marks Group Wealth Management, Inc |
3 |
| 1776 Wealth LLC |
3 |
| Madison Asset Management, LLC |
3 |
| L2 Asset Management, LLC |
3 |
| Parcion Private Wealth LLC |
3 |
| Texas Capital Bank Wealth Management Services Inc |
3 |
| NWK Group, Inc. |
3 |
| Sage Rock Capital Management LP |
3 |
| Americana Partners, LLC |
3 |
| Ovata Capital Management Ltd |
3 |
| EPG Wealth Management LLC |
3 |
| Soleus Capital Management, L.P. |
3 |
| Wealth Quarterback LLC |
3 |
| PAX Financial Group, LLC |
3 |
| Stephenson National Bank & Trust |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
3 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
3 |
| RMR Wealth Builders |
3 |
| MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
3 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
3 |
| Davidson Capital Management Inc. |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| GlobalBridge, Inc. |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| Consolidated Planning Corp |
3 |
| Veracity Capital LLC |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| Jackson Square Capital, Llc |
3 |
| tru Independence LLC |
3 |
| CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
3 |
| MFCPX - M FUND INC - M Capital Appreciation Fund |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
3 |
| WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
3 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
3 |
| FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
3 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
| DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
3 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
3 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
3 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
3 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
| Waterloo Capital, L.P. |
3 |
| CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class |
3 |
| MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
3 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
3 |
| VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class |
3 |
| VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class |
3 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
| ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
3 |
| RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
3 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
| ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
3 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
| PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
3 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
| SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I |
3 |
| INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
3 |
| RBB FUND, INC. - Aquarius International Fund |
3 |
| ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
| Axiom Investment Management LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
3 |
| Bluefin Capital Management, Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| Ally Bridge Group (NY) LLC |
3 |
| Chiron Capital Management, Llc |
3 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
| PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
3 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| Accel Wealth Management |
3 |
| ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
3 |
| Addison Advisors LLC |
3 |
| Baker Tilly Financial, Llc |
3 |
| CM Management, LLC |
3 |
| Annandale Capital, LLC |
3 |
| Liontrust Investment Partners LLP |
3 |
| Bck Capital Management Lp |
3 |
| Oak Family Advisors, Llc |
3 |
| Privium Fund Management (UK) Ltd |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| qPULA Trading Management LP |
3 |
| Connacht Asset Management LP |
3 |
| Distillate Capital Partners LLC |
3 |
| Mcdonald Partners Llc |
3 |
| Resolute Advisors LLC |
3 |
| Simplify Asset Management Inc. |
3 |
| Wealthspring Capital LLC |
3 |
| F/M Investments LLC |
3 |
| Montanaro Asset Management Ltd |
3 |
| Tri Locum Partners LP |
3 |
| Investment Management Corp of Ontario |
3 |
| Blue Water Life Science Advisors, LLC |
3 |
| Freemont Management S.A. |
3 |
| NinePointTwo Capital |
3 |
| Kowal Investment Group, LLC |
3 |
| SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
3 |
| Retirement Group, LLC |
3 |
| Orion Capital Management LLC |
3 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
| VNLRX - VIRTUS EQUITY TRUST - Virtus SGA New Leaders Growth Fund Class R6 |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| Legacy Wealth Asset Management, LLC |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| Capitolis Advisors LLC |
3 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
3 |
| Heartland Bank & Trust Co |
3 |
| JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Cowen Prime Advisors LLC |
3 |
| PNC Managed Account Solutions, Inc. |
3 |
| Bbva Usa |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
| Atw Spac Management Llc |
3 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Knott David M Jr |
3 |
| MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
3 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
| PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
3 |
| LRT Capital Management, LLC |
3 |
| DGS Capital Management, LLC |
3 |
| Absolute Capital Management, LLC |
3 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
| Maryland Capital Advisors Inc. |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Jackson Thornton Asset Management, Llc |
3 |
| Caerus Investment Advisors, LLC |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Metis Global Partners, LLC |
3 |
| Sagefield Capital LP |
3 |
| Operose Advisors LLC |
3 |
| New Millennium Group LLC |
3 |
| Fifth Lane Capital, Lp |
3 |
| Velan Capital Investment Management LP |
3 |
| Alpine Peaks Capital, LP |
3 |
| Pluribus Labs, LLC |
3 |
| CTC Capital Management, LLC |
3 |
| Mbb Public Markets I Llc |
3 |
| Hancock Whitney Investment Services Inc. |
3 |
| Western Pacific Wealth Management, LP |
3 |
| Elequin Capital Lp |
3 |
| Sendero Wealth Management, LLC |
3 |
| Metatron Capital SICAV plc |
3 |
| PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF |
3 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
| Ascent Group, LLC |
3 |
| BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
3 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Empirical Asset Management, LLC |
3 |
| Resurgent Financial Advisors LLC |
3 |
| EHP Funds Inc. |
3 |
| Baader Bank INC |
3 |
| EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF |
3 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
3 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
3 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
3 |
| TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| Castle Wealth Management Llc |
3 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
3 |
| VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| Czech National Bank |
3 |
| Citizens Business Bank |
3 |
| Dakota Community Bank & Trust NA |
3 |
| Brewin Dolphin Ltd |
3 |
| Sentinus, LLC |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
3 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
| Trifecta Capital Advisors, LLC |
3 |
| Fiduciary Alliance LLC |
3 |
| RFP Financial Group LLC |
3 |
| TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
3 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
3 |
| VitalStone Financial, LLC |
3 |
| Mendota Financial Group, LLC |
3 |
| Delap Wealth Advisory, Llc |
3 |
| Moran Wealth Management, LLC |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| Allstate Investment Management Co |
3 |
| Grey Fox Wealth Advisors, LLC |
3 |
| LGT Financial Advisors LLC |
3 |
| Boone Capital Management Llc |
3 |
| Readystate Asset Management Lp |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
3 |
| HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| V-Square Quantitative Management LLC |
3 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| La Banque Postale Asset Management SA |
3 |
| PCA Investment Advisory Services Inc. |
3 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
3 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
| EA Series Trust |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
| PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
3 |
| FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
3 |
| Syon Capital Llc |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| Rogco, Lp |
3 |
| Knollwood Investment Advisory, LLC |
3 |
| NEOS Investment Management LLC |
3 |
| Ramirez Asset Management, Inc. |
3 |
| Revisor Wealth Management LLC |
3 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
| Anchor Investment Management, LLC |
3 |
| BKM Wealth Management, LLC |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
3 |
| Sapient Capital Llc |
3 |
| Everpar Advisors Llc |
3 |
| Savvy Advisors, Inc. |
3 |
| Tidemark, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Plato Investment Management Ltd |
3 |
| Arvin Capital Management LP |
3 |
| Abich Financial Wealth Management LLC |
3 |
| Polymer Capital Management (HK) LTD |
3 |
| Degroof Petercam Asset Management |
3 |
| Planning Capital Management Corp |
3 |
| Quadcap Wealth Management, LLC |
3 |
| nVerses Capital, LLC |
3 |
| Sivia Capital Partners, LLC |
3 |
| Groupama Asset Managment |
3 |
| Able Wealth Management LLC |
3 |
| Sierra Summit Advisors Llc |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
| Richardson Financial Services Inc. |
3 |
| waypoint wealth counsel |
3 |
| SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
3 |
| WealthCollab, LLC |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
3 |
| Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF |
3 |
| Institutional Investment Strategy Fund |
3 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
| Global X Japan Co., Ltd. |
3 |
| Lynx Investment Advisory |
3 |
| Kelly Financial Services LLC |
3 |
| World Equity Group, Inc. |
3 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
3 |
| Fullcircle Wealth Llc |
3 |
| J. Safra Sarasin Holding AG |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| Aviso Financial Inc. |
3 |
| JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| ORG Wealth Partners, LLC |
3 |
| Onefund, Llc |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| Kaufman Rossin Wealth, LLC |
3 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
| Turning Point Benefit Group, Inc. |
3 |
| Impact Capital Partners LLC |
3 |
| Millstone Evans Group, LLC |
3 |
| Murphy & Mullick Capital Management Corp |
3 |
| denkapparat Operations GmbH |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Pilgrim Partners Asia Pte Ltd |
3 |
| Seneschal Advisors, LLC |
3 |
| Transce3nd, LLC |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| Canada Post Corp Registered Pension Plan |
3 |
| GKV Capital Management Co., Inc. |
3 |
| Massar Capital Management, LP |
3 |
| Mufg Securities Americas Inc. |
3 |
| Cary Street Partners Financial Llc |
3 |
| Guerra Advisors Inc |
3 |
| Sig Brokerage, Lp |
3 |
| Banque Transatlantique SA |
3 |
| Persistent Asset Partners Ltd |
3 |
| Dogwood Wealth Management LLC |
3 |
| Park Square Financial Group, LLC |
3 |
| New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
3 |
| New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
3 |
| New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
3 |
| New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
3 |
| New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
3 |
| PKO Investment Management Joint-Stock Co |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| QTR Family Wealth, LLC |
3 |
| VestGen Advisors, LLC |
3 |
| Private Wealth Asset Management, LLC |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
| Summit Wealth Group Llc / Co |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| Marex Group plc |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
| FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund |
3 |
| Basepoint Wealth LLC |
3 |
| Clear Street Group Inc. |
3 |
| Miller Global Investments, LLC |
3 |
| Torren Management, LLC |
3 |
| PFA Pension, Forsikringsaktieselskab |
3 |
| Meramec Financial Planners, LLC |
3 |
| Pinebridge Investments Llc |
3 |
| Gilpin Wealth Management, Llc |
3 |
| Greenline Wealth Management LLC |
3 |
| Evolve Private Wealth, Llc |
3 |
| Dv Equities, Llc |
3 |
| EFG International AG |
3 |
| Bravera Wealth |
3 |
