| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
31 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
27 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
26 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
26 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
25 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
25 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
25 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
23 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
22 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
22 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
21 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
20 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
20 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
20 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
20 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
20 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
19 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
19 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
19 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
18 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
18 |
| MASTER BOND LLC - Master Total Return Portfolio |
17 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
17 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
15 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
15 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
14 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
14 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
14 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
14 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
14 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
14 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
14 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
13 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
13 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
13 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
13 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
13 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
13 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
12 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
12 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
12 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
12 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
12 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
12 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
12 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
11 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
11 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
11 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
11 |
| Vanguard Group Inc |
10 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
10 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
10 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
10 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
10 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
10 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
9 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
9 |
| UBS Group AG |
9 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
9 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
9 |
| Proequities, Inc. |
9 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
9 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
9 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
9 |
| Tower Research Capital LLC (TRC) |
9 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
9 |
| Citadel Advisors Llc |
9 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
9 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
9 |
| Bank Of America Corp /de/ |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
9 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
9 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
9 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
8 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
8 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
8 |
| Advisor Group Holdings, Inc. |
8 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
8 |
| Hrt Financial Lp |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
8 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
8 |
| Geode Capital Management, Llc |
8 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
8 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
8 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
8 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
8 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
8 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
8 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
8 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
8 |
| Wells Fargo & Company/mn |
8 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
8 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
8 |
| Jane Street Group, Llc |
8 |
| Jpmorgan Chase & Co |
8 |
| Renaissance Technologies Llc |
8 |
| Morgan Stanley |
8 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
7 |
| Royal Bank Of Canada |
7 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
7 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
7 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
7 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
7 |
| Virtu Financial LLC |
7 |
| Susquehanna International Group, Llp |
7 |
| Goldman Sachs Group Inc |
7 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
7 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
7 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
7 |
| Two Sigma Advisers, Lp |
7 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
7 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
7 |
| Two Sigma Investments, Lp |
7 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
7 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
7 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
7 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
7 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
7 |
| Raymond James Financial Inc |
7 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
7 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
7 |
| BlackRock, Inc. |
7 |
| John Hancock Income Securities Trust |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
| Raymond James Financial Services Advisors, Inc. |
6 |
| PENN SERIES FUNDS INC - International Equity Fund |
6 |
| State Farm Mutual Fund Trust |
6 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
6 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
6 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
6 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
6 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
6 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
6 |
| Jones Financial Companies Lllp |
6 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
6 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
6 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
6 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
6 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
6 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
6 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
6 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
6 |
| Principal Funds Inc |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
6 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
6 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
6 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
6 |
| Fmr Llc |
6 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
6 |
| Citigroup Inc |
6 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
6 |
| Captrust Financial Advisors |
6 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
6 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
6 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
6 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
6 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
6 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
6 |
| Vantagepoint Funds |
6 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
6 |
| True Wealth Design, LLC |
6 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
6 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
6 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
6 |
| Raymond James & Associates |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| SBI Securities Co., Ltd. |
6 |
| Us Bancorp \de\ |
6 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
6 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
6 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
6 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
6 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
6 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
6 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
6 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
| XTX Topco Ltd |
6 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
6 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
6 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
6 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
6 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
6 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
6 |
| State Farm Variable Product Trust |
6 |
| Signaturefd, Llc |
6 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
6 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
6 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
6 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
6 |
| Bank Of Montreal /can/ |
6 |
| Millennium Management Llc |
6 |
| Cwm, Llc |
6 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
6 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
5 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
5 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
5 |
| Alliancebernstein L.p. |
5 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| Russell Investments Group, Ltd. |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| Los Angeles Capital Management Llc |
5 |
| Panagora Asset Management Inc |
5 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
5 |
| Swiss National Bank |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
5 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
5 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
5 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| New York State Teachers Retirement System |
5 |
| Algert Global Llc |
5 |
| Invesco Ltd. |
5 |
| Acadian Asset Management Llc |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| Rothschild Investment Llc |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
5 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
5 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
5 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| Manufacturers Life Insurance Company, The |
5 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
5 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
5 |
| Nuveen Asset Management, LLC |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
5 |
| Simplex Trading, Llc |
5 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
5 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
5 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
5 |
| Chicago Equity Partners Llc |
5 |
| Legal & General Group Plc |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
5 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
5 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
5 |
| Northern Trust Corp |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
5 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
5 |
| Corebridge Financial, Inc. |
5 |
| Prelude Capital Management, Llc |
5 |
| Walleye Trading LLC |
5 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
5 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
5 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
5 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
5 |
| EntryPoint Capital, LLC |
5 |
| Quadrature Capital Ltd |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Ameritas Investment Partners, Inc. |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Smartleaf Asset Management LLC |
5 |
| Teacher Retirement System Of Texas |
5 |
| Trexquant Investment LP |
5 |
| GAMMA Investing LLC |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| Parametric Portfolio Associates Llc |
5 |
| TD Waterhouse Canada Inc. |
5 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
5 |
| Piedmont Investment Advisors Llc |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| Dimensional Fund Advisors Lp |
5 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
5 |
| Farther Finance Advisors, LLC |
5 |
| College Retirement Equities Fund |
5 |
| Tiaa-cref Funds |
5 |
| Marshall Wace, Llp |
5 |
| SRS Capital Advisors, Inc. |
5 |
| Aperio Group, LLC |
5 |
| Gsa Capital Partners Llp |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| State of Tennessee, Treasury Department |
5 |
| Nationwide Fund Advisors |
5 |
| Acrospire Investment Management LLC |
5 |
| Nisa Investment Advisors, Llc |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
5 |
| National Bank Of Canada /fi/ |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
5 |
| Engineers Gate Manager LP |
5 |
| Charles Schwab Investment Management Inc |
5 |
| Huntington National Bank |
5 |
| Connor, Clark & Lunn Investment Management Ltd. |
5 |
| CI Private Wealth, LLC |
5 |
| Bnp Paribas Arbitrage, Sa |
5 |
| California Public Employees Retirement System |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Whittier Trust Co |
5 |
| Lazard Asset Management Llc |
5 |
| IFP Advisors, Inc |
5 |
| FNY Managed Accounts LLC |
5 |
| Verition Fund Management LLC |
5 |
| New York State Common Retirement Fund |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| Teachers Advisors, Llc |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Nuveen, LLC |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| Ameriprise Financial Inc |
5 |
| California State Teachers Retirement System |
5 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
5 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
5 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
5 |
| Amalgamated Financial Corp. |
5 |
| Strs Ohio |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| Bridgeway Capital Management Inc |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| Covestor Ltd |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| Marshall Wace North America L.P. |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| Wolverine Trading, Llc |
5 |
| PEAK6 Investments, L.P. |
5 |
| Guggenheim Active Allocation Fund |
5 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
5 |
| PEAK6 Investments LLC |
5 |
| State Street Corp |
5 |
| Squarepoint Ops LLC |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Employees Retirement System of Texas |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| GWM Advisors LLC |
5 |
| Federated Hermes, Inc. |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| Cutler Group LP |
5 |
| PDT Partners, LLC |
5 |
| Navellier & Associates Inc |
5 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
5 |
| Qube Research & Technologies Ltd |
5 |
| NEXT Financial Group, Inc |
5 |
| Umb Bank N A/mo |
5 |
| Geneos Wealth Management Inc. |
5 |
| Pnc Financial Services Group, Inc. |
5 |
| Advisory Services Network, LLC |
5 |
| Optiver Holding B.V. |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| BlackRock Investment Management, LLC |
5 |
| Allworth Financial LP |
5 |
| Meeder Asset Management Inc |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| MetLife Investment Management, LLC |
5 |
| Russell Frank Co/ |
5 |
| Macroview Investment Management Llc |
5 |
| SG Americas Securities, LLC |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| American International Group, Inc. |
5 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
5 |
| BlackRock Advisors LLC |
5 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
5 |
| Prospera Financial Services Inc |
5 |
| Truist Financial Corp |
5 |
| Amalgamated Bank |
5 |
| Ergoteles LLC |
5 |
| Jump Financial, LLC |
5 |
| Barclays Plc |
5 |
| Victory Capital Management Inc |
5 |
| Six Circles Trust - Six Circles Global Bond Fund |
5 |
| American Century Companies Inc |
5 |
| Bank of New York Mellon Corp |
5 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
5 |
| Rhumbline Advisers |
5 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
5 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
5 |
| Great West Life Assurance Co /can/ |
5 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| Polar Asset Management Partners Inc. |
5 |
| Vanguard Index Funds |
5 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
5 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
| BlackRock Fund Advisors |
5 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
5 |
| Winton Capital Group Ltd |
5 |
| First Trust Advisors Lp |
5 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
5 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
| Macquarie Group Ltd |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| Mfs Multimarket Income Trust |
5 |
| RMB Capital Management, LLC |
5 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
5 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Tfs Capital Investment Trust |
5 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
| Group One Trading, L.p. |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| Deutsche Bank Ag\ |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
5 |
| Dorsey Wright & Associates |
5 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
5 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
5 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
5 |
| Oxford Asset Management Llp |
5 |
| Janney Montgomery Scott LLC |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Two Sigma Securities, Llc |
5 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
| Ubs Asset Management Americas Inc |
5 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
5 |
| Denali Advisors Llc |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| D. E. Shaw & Co., Inc. |
5 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
5 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| Credit Suisse Ag/ |
5 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
5 |
| Creative Planning |
5 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
5 |
| Sterling Capital Management LLC |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
5 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
5 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
5 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
| Blackrock Corporate High Yield Fund, Inc. |
5 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
5 |
| Comerica Bank |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| First Quadrant L P/ca |
5 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| Harbour Investments, Inc. |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| Coldstream Capital Management Inc |
4 |
| Dynamic Technology Lab Private Ltd |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Ci Investments Inc. |
4 |
| Principal Financial Group Inc |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
| Principal Securities, Inc. |
4 |
| First Mercantile Trust Co |
4 |
| Aigen Investment Management, Lp |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
| Voloridge Investment Management, Llc |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| Numeric Investors Llc |
4 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
4 |
| Point72 Asset Management, L.P. |
4 |
| Exchange Traded Concepts, Llc |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| Mackay Shields Llc |
4 |
| Credit Agricole S A |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| Private Wealth Management Group, LLC |
4 |
| Lucus Advisors Llc |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| Aviva Plc |
4 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
4 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
4 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
4 |
| Capital Bank & Trust Co |
4 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
4 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
4 |
| Ibex Investors LLC |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
4 |
| Mesirow Financial Investment Management, Inc. |
4 |
| Quest Partners LLC |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| Centiva Capital, LP |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| Northwestern Mutual Wealth Management Co |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| Skopos Labs, Inc. |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
4 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Voya Infrastructure, Industrials & Materials Fund |
4 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
| BlackRock Japan Co. Ltd |
4 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
4 |
| Hsbc Holdings Plc |
4 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
4 |
| Steward Partners Investment Advisory, Llc |
4 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| State Of Wisconsin Investment Board |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
4 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
4 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
4 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
4 |
| ACK Asset Management LLC |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| First Horizon Advisors, Inc. |
4 |
| Oppenheimer Etf Trust |
4 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
4 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
4 |
| Peak6 Llc |
4 |
| Alps Advisors Inc |
4 |
| Ellington Management Group Llc |
4 |
| nVerses Capital, LLC |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Bowling Portfolio Management LLC |
4 |
| ClariVest Asset Management LLC |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| Bayesian Capital Management, LP |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| Psagot Investment House Ltd. |
4 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
4 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| Schonfeld Strategic Advisors LLC |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
4 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
4 |
| Systematic Financial Management Lp |
4 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
4 |
| Trust Co Of Vermont |
4 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Scopus Asset Management, L.p. |
4 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
| Ajo, Lp |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| Parallax Volatility Advisers, L.P. |
4 |
| Putnam Investments Llc |
4 |
| WealthCollab, LLC |
4 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| Petrus Trust Company, LTA |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| Quantbot Technologies LP |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
| BlackRock Group LTD |
4 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| Graham Capital Management, L.P. |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| Torren Management, LLC |
4 |
| Clough Global Dividend & Income Fund |
4 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| Zacks Investment Management |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
4 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| A.R.T. Advisors, LLC |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| Envestnet Asset Management Inc |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
4 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
4 |
| Jefferies Group LLC |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| Versor Investments LP |
4 |
| Ativo Capital Management LLC |
4 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
4 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| Laurion Capital Management LP |
4 |
| Pathstone Family Office, Llc |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
| Stone Ridge Asset Management LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| Voya Investment Management Llc |
4 |
| Highbridge Capital Management Llc |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| Assetmark, Inc |
4 |
| Oberweis Asset Management Inc/ |
4 |
| Cubist Systematic Strategies, LLC |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
4 |
| Balyasny Asset Management Llc |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| Forum Funds |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
4 |
| Cadence Capital Management Llc |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| Rydex Etf Trust |
4 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
4 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| Mackenzie Financial Corp |
4 |
| Wedge Capital Management L L P/nc |
4 |
| DRW Securities, LLC |
4 |
| Sei Investments Co |
4 |
| AE Wealth Management LLC |
4 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
4 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
4 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
| Alberta Investment Management Corp |
4 |
| VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
4 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
4 |
| Ubs Ag |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| Point72 Middle East FZE |
4 |
| CIBC Private Wealth Group, LLC |
4 |
| Bessemer Group Inc |
4 |
| Cornerstone Planning Group LLC |
4 |
| Hutchin Hill Capital, LP |
4 |
| Quarry LP |
4 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| Parallel Advisors, LLC |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| Paloma Partners Management Co |
4 |
| Man Group plc |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| ProShare Advisors LLC |
4 |
| Quadrant Capital Group Llc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| Cigna Investments Inc /new |
4 |
| Thompson Davis & Co., Inc. |
4 |
| Summit Global Investments |
4 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| Schroder Investment Management Group |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| Stephens Consulting, LLC |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| Point72 Hong Kong Ltd |
4 |
| FIL Ltd |
4 |
| Ritholtz Wealth Management |
4 |
| Neuberger Berman Group LLC |
4 |
| Public Employees Retirement System Of Ohio |
4 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| Root Financial Partners, LLC |
4 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| Cornercap Investment Counsel Inc |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| Nebula Research & Development LLC |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| AMP Capital Investors Ltd |
4 |
| Guggenheim Capital Llc |
4 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
| Ground Swell Capital, LLC |
4 |
| Wellington Management Group Llp |
4 |
| Sowell Financial Services LLC |
4 |
| CENTRAL TRUST Co |
4 |
| AWM Investment Company, Inc. |
4 |
| Capital World Investors |
4 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
4 |
| Janus Henderson Group Plc |
4 |
| Allianz Asset Management GmbH |
4 |
| Advisor Group, Inc. |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| MUFG Americas Holdings Corp |
4 |
| Foresters Investment Management Company, Inc. |
4 |
| Gotham Asset Management, LLC |
4 |
| Martingale Asset Management L P |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| QS Investors, LLC |
4 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Brinker Capital Inc |
4 |
| Clark Capital Management Group, Inc. |
4 |
| ExodusPoint Capital Management, LP |
4 |
| Quantinno Capital Management LP |
4 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
4 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Weld Capital Management Llc |
4 |
| Ameritas Investment Corp |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| Canada Pension Plan Investment Board |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| State Board Of Administration Of Florida Retirement System |
4 |
| Lsv Asset Management |
4 |
| Zebra Capital Management LLC |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| Aquatic Capital Management LLC |
4 |
| Brown Brothers Harriman & Co |
4 |
| Parkside Financial Bank & Trust |
4 |
| Lindbrook Capital, Llc |
4 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
4 |
| Globeflex Capital L P |
4 |
| MQS Management LLC |
4 |
| Franklin Resources Inc |
4 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
4 |
| Empowered Funds, LLC |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
4 |
| Private Advisor Group, LLC |
4 |
| State of Wyoming |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
4 |
| Quantamental Technologies LLC |
4 |
| Mfs Charter Income Trust |
4 |
| Ameritas Advisory Services, LLC |
4 |
| First Republic Investment Management, Inc. |
4 |
| LPL Financial LLC |
4 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
| Emerald Acquisition Ltd. |
4 |
| Capital Fund Management S.a. |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| RidgeWorth Capital Management LLC |
4 |
| Glenmede Trust Co Na |
4 |
| Seizert Capital Partners, Llc |
4 |
| Carmel Capital Partners, LLC |
4 |
| Walleye Capital LLC |
4 |
| Capital Performance Advisors Llp |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| Prudential Financial Inc |
4 |
| Assured Investment Management LLC |
4 |
| MAI Capital Management |
4 |
| Lord, Abbett & Co. Llc |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| Aqr Capital Management Llc |
4 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
4 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
4 |
| Spark Investment Management LLC |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| Clear Street Markets Llc |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Jacobs Levy Equity Management, Inc |
4 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
| Caxton Associates Lp |
4 |
| Pnc Funds |
4 |
| FNY Investment Advisers, LLC |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
4 |
| Hudson Bay Capital Management LP |
4 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
4 |
| Tudor Investment Corp Et Al |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
4 |
| Sofos Investments, Inc. |
4 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
4 |
| Dark Forest Capital Management Lp |
4 |
| Menta Capital Llc |
4 |
| Brinker Capital Investments, LLC |
4 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
4 |
| Oppenheimer Global Multi Strategies Fund |
4 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
4 |
| Versant Capital Management, Inc |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| BDO Wealth Advisors, LLC |
3 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
| Pzena Investment Management Llc |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
| Sei Trust Co |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| Css Llc/il |
3 |
| Formula Growth Ltd |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| Td Asset Management Inc |
3 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| Perritt Capital Management Inc |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
| Clark Estates Inc/ny |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| United Services Automobile Association |
3 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| Norges Bank |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
| Hartland & Co., LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Vanguard World Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
3 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
3 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| Cerity Partners LLC |
3 |
| Magnetar Financial LLC |
3 |
| Calamos Advisors LLC |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| EAM Investors, LLC |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| IHT Wealth Management, LLC |
3 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
3 |
| Fiera Capital Corp |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
| Intellectus Partners, LLC |
3 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
3 |
| Advisory Research Inc |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
| Almanack Investment Partners, LLC. |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| Assenagon Asset Management S.A. |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| Eagle Asset Management Inc |
3 |
| Oppenheimer & Co Inc |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| First Interstate Bank |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Stifel Financial Corp |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
3 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
3 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| MUFG Securities EMEA plc |
3 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| Profunds - Profund Vp Small-cap |
3 |
| Profunds - Profund Vp Ultrasmall-cap |
3 |
| Public Employees Retirement Association Of Colorado |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| Glassman Wealth Services |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| Smith Asset Management Group Lp |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Sawgrass Asset Management Llc |
3 |
| Unison Advisors LLC |
3 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
| Oregon Public Employees Retirement Fund |
3 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
3 |
| Price Wealth Management, Inc. |
3 |
| Kovack Advisors, Inc. |
3 |
| Global Trust Asset Management, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
3 |
| Penn Capital Management Co Inc |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| Agf Investments Inc. |
3 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
3 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
| Nine Chapters Capital Management LLC |
3 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
| Sandy Spring Bank |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
3 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
3 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
3 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| Putnam Investors Fund |
3 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
| LMR Partners LLP |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
| ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| Manning & Napier Advisors Llc |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| Delta Asset Management Llc/tn |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
| Tompkins Financial Corp |
3 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
| First American Bank |
3 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
3 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
3 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
3 |
| Gradient Investments LLC |
3 |
| Sentry Investment Management Llc |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
3 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
3 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
3 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
| Patten Group, Inc. |
3 |
| Quantitative Systematic Strategies LLC |
3 |
| Driehaus Capital Management Llc |
3 |
| First Hawaiian Bank |
3 |
| Benjamin F. Edwards & Company, Inc. |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
3 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| Wealthfront Inc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
3 |
| VCCBX - VALIC Co II - Core Bond Fund |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
3 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| Westwood Holdings Group Inc |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| Mariner, LLC |
3 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| Banque Cantonale Vaudoise |
3 |
| Bogle Investment Management L P /de/ |
3 |
| NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| New York Life Investment Management Llc |
3 |
| Toth Financial Advisory Corp |
3 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
| Keebeck Alpha, LP |
3 |
| Global X Funds |
3 |
| Soltis Investment Advisors LLC |
3 |
| Vestcor Inc |
3 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| FORA Capital, LLC |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| Arizona State Retirement System |
3 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| Ensign Peak Advisors, Inc |
3 |
| Argent Advisors, Inc. |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
| Epoch Investment Partners, Inc. |
3 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
3 |
| Verus Capital Partners, Llc |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| Moors & Cabot, Inc. |
3 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
| Cullen Capital Management, LLC |
3 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
| Blackrock Credit Allocation Income Trust |
3 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
3 |
| Clough Global Opportunities Fund |
3 |
| CAPROCK Group, Inc. |
3 |
| Greenleaf Trust |
3 |
| Oppenheimer Asset Management Inc. |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| Origin Asset Management LLP |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| Zweig-DiMenna Associates LLC |
3 |
| Harvey Partners, LLC |
3 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| Stevens Capital Management Lp |
3 |
| Eaton Vance Ltd Duration Income Fund |
3 |
| International Assets Investment Management, Llc |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| DekaBank Deutsche Girozentrale |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| Artemis Investment Management LLP |
3 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| Optimum Investment Advisors |
3 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
3 |
| OMERS ADMINISTRATION Corp |
3 |
| Valley National Advisers Inc |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| First Horizon Corp |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| Sonora Investment Management, LLC |
3 |
| Zeke Capital Advisors, Llc |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| TFC Financial Management |
3 |
| Ancora Advisors, LLC |
3 |
| Calton & Associates, Inc. |
3 |
| Synovus Financial Corp |
3 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Burney Co/ |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Commonwealth Equity Services, Llc |
3 |
| Nomura Holdings Inc |
3 |
| Crewe Advisors LLC |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Delphi Management Inc /ma/ |
3 |
| Syverson Strege & Co |
3 |
| Aaron Wealth Advisors LLC |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Asset Management One Co., Ltd. |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Larson Financial Group LLC |
3 |
| Reilly Financial Advisors, Llc |
3 |
| Inspire Advisors, LLC |
3 |
| Vontobel Holding Ltd. |
3 |
| Caption Management, LLC |
3 |
| Holocene Advisors, LP |
3 |
| Berman Capital Advisors, LLC |
3 |
| Fifth Third Bancorp |
3 |
| Tradition Wealth Management, LLC |
3 |
| Alpha DNA Investment Management LLC |
3 |
| CWM Advisors, LLC |
3 |
| Skylands Capital, LLC |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| SECOR Capital Advisors, LP |
3 |
| Coppell Advisory Solutions LLC |
3 |
| AdvisorNet Financial, Inc |
3 |
| Oppenheimer Funds Inc |
3 |
| Private Capital Group, LLC |
3 |
| Creative Financial Designs Inc /adv |
3 |
| Koss-Olinger Consulting, LLC |
3 |
| James Investment Research Inc |
3 |
| Money Concepts Capital Corp |
3 |
| Capital Guardian Trust Co |
3 |
| Columbus Circle Investors |
3 |
| Farmers & Merchants Investments Inc |
3 |
| Castleview Partners, Llc |
3 |
| Diversified Trust Co |
3 |
| Rockefeller Capital Management L.P. |
3 |
| Triumph Capital Management |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| Oakworth Capital, Inc. |
3 |
| Advisor Resource Council |
3 |
| Tfs Capital Llc |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Boothbay Fund Management, Llc |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Airain ltd |
3 |
| Eqis Capital Management, Inc. |
3 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
| FourThought Financial, LLC |
3 |
| Studio Investment Management Llc |
3 |
| Global Retirement Partners, LLC |
3 |
| Alyeska Investment Group, L.P. |
3 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
3 |
| Sunbelt Securities, Inc. |
3 |
| HAP Trading, LLC |
3 |
| Wakefield Asset Management LLLP |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| CoreCap Advisors, LLC |
3 |
| Morton Brown Family Wealth, LLC |
3 |
| SJS Investment Consulting Inc. |
3 |
| Metis Global Partners, LLC |
3 |
| CenterBook Partners LP |
3 |
| Mutual Of America Capital Management Llc |
3 |
| Dean Investment Associates, Llc |
3 |
| Coastal Capital Group, Inc. |
3 |
| Corton Capital Inc. |
3 |
| Pearl River Capital, LLC |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| TCI Wealth Advisors, Inc. |
3 |
| Blueshift Asset Management, LLC |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
3 |
| Innealta Capital, Llc |
3 |
| Flow Traders U.s. Llc |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| Atom Investors LP |
3 |
| Harvest Investment Services, LLC |
3 |
| Vanguard Whitehall Funds |
3 |
| Wealthspire Advisors, LLC |
3 |
| Managed Account Advisors Llc |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Baader Bank INC |
3 |
| Meitav Dash Investments Ltd |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| Thompson Siegel & Walmsley Llc |
3 |
| Dupont Capital Management Corp |
3 |
| Ronald Blue Trust, Inc. |
3 |
| WealthPLAN Partners, LLC |
3 |
| Intech Investment Management Llc |
3 |
| Cetera Advisors LLC |
3 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| Colonial Trust Co / SC |
3 |
| Loomis Sayles & Co L P |
3 |
| APG Asset Management N.V. |
3 |
| IMC-Chicago, LLC |
3 |
| FDx Advisors, Inc. |
3 |
| Shellback Capital, LP |
3 |
| Northpointe Capital Llc |
3 |
| Comerica Securities,inc. |
3 |
| Boston Partners |
3 |
| Next Financial Holdings |
3 |
| Golden State Wealth Management, LLC |
3 |
| Pitcairn Co |
3 |
| Benjamin Edwards Inc |
3 |
| BlueCrest Capital Management Ltd |
3 |
| Ubs Oconnor Llc |
3 |
| Axq Capital, Lp |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Exane Derivatives |
3 |
| Financial Management Professionals, Inc. |
3 |
| NumerixS Investment Technologies Inc |
3 |
| Arden Investment Series Trust |
3 |
| Friedenthal Financial |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Inceptionr Llc |
3 |
| Waddell & Reed Financial Inc |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| Numerai GP LLC |
3 |
| Readystate Asset Management Lp |
3 |
| Munder Series Trust |
3 |
| SageView Advisory Group, LLC |
3 |
| Delaware Management Holdings, Inc. |
3 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| American Portfolios Advisors |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| Penserra Capital Management LLC |
3 |
| Tucker Asset Management Llc |
3 |
| Jefferies Financial Group Inc. |
3 |
| Brevan Howard Capital Management LP |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
| EA Series Trust |
3 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
3 |
| BNP Paribas Asset Management Holding S.A. |
3 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
3 |
| UniSuper Management Pty Ltd |
3 |
| Cavalier Investments, LLC |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| Hancock Whitney Corp |
3 |
| Kcg Holdings, Inc. |
3 |
| First Manhattan Co |
3 |
| Cetera Investment Advisers |
3 |
| Nbc Securities, Inc. |
3 |
| Vident Advisory, LLC |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Lodge Hill Capital, LLC |
3 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
3 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Eaton Vance Management |
3 |
| Ballentine Partners, LLC |
3 |
| Catalyst Capital Advisors LLC |
3 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Vanguard Explorer Fund |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| Scientech Research LLC |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| Invictus RG |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Creekmur Asset Management LLC |
3 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
| Richardson Financial Services Inc. |
3 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
3 |
| Americafirst Capital Management, Llc |
3 |
| Kapitalo Investimentos Ltda |
3 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
3 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| Cambria Investment Management, L.P. |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Element Capital Management Llc |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Abound Wealth Management |
3 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
| 361 Capital Llc |
3 |
| Bailard, Inc. |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
3 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
3 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| Brown Advisory Inc |
3 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
3 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
3 |
| Sabby Management, Llc |
3 |
| HighTower Advisors, LLC |
3 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
3 |
| Public Sector Pension Investment Board |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Erste Asset Management GmbH |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| Royce & Associates Lp |
3 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
3 |
| Regions Financial Corp |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| Intrust Bank Na |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
3 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| Venturi Wealth Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| Thrivent Financial For Lutherans |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| Caitong International Asset Management Co., Ltd |
3 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| Groupe la Francaise |
3 |
| Mml Investors Services, Llc |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Tortoise Investment Management, LLC |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| Dubuque Bank & Trust Co |
3 |
| Boston Advisors Llc |
3 |
| People's United Financial, Inc. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| M&t Bank Corp |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| Deere & Co |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| USA Financial Portformulas Corp |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
3 |
| Susquehanna Fundamental Investments, Llc |
3 |
| Jupiter Asset Management Ltd |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
3 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
3 |
| Chase Investment Counsel Corp |
3 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
| Howe & Rusling Inc |
3 |
| Boston Private Wealth Llc |
3 |
| Meritage Portfolio Management |
3 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
3 |
| Axa S.a. |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
| FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional |
3 |
| Leonteq Securities AG |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| SAC Capital Advisors LP |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| State of Alaska, Department of Revenue |
3 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
3 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
3 |
| Aurora Investment Counsel |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
