| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
49 |
| Proequities, Inc. |
43 |
| UBS Group AG |
42 |
| Bank Of America Corp /de/ |
41 |
| Citadel Advisors Llc |
41 |
| Susquehanna International Group, Llp |
41 |
| Royal Bank Of Canada |
41 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
41 |
| Morgan Stanley |
40 |
| Goldman Sachs Group Inc |
40 |
| Wells Fargo & Company/mn |
39 |
| Deutsche Bank Ag\ |
38 |
| Jpmorgan Chase & Co |
38 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
37 |
| BlackRock, Inc. |
36 |
| Barclays Plc |
36 |
| Citigroup Inc |
36 |
| Jane Street Group, Llc |
35 |
| Millennium Management Llc |
35 |
| Tower Research Capital LLC (TRC) |
34 |
| Northern Trust Corp |
33 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
33 |
| Ameriprise Financial Inc |
33 |
| D. E. Shaw & Co., Inc. |
33 |
| Bnp Paribas Arbitrage, Sa |
33 |
| Bank of New York Mellon Corp |
32 |
| Geode Capital Management, Llc |
32 |
| Vanguard Group Inc |
32 |
| Credit Suisse Ag/ |
31 |
| Advisor Group Holdings, Inc. |
31 |
| State Street Corp |
31 |
| Fmr Llc |
30 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
30 |
| Bank Of Montreal /can/ |
30 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
30 |
| Invesco Ltd. |
29 |
| IFP Advisors, Inc |
29 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
29 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
29 |
| Virtu Financial LLC |
29 |
| Renaissance Technologies Llc |
28 |
| Manufacturers Life Insurance Company, The |
28 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
28 |
| Dimensional Fund Advisors Lp |
28 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
28 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
28 |
| Jefferies Group LLC |
27 |
| Hrt Financial Lp |
27 |
| California Public Employees Retirement System |
27 |
| Pnc Financial Services Group, Inc. |
27 |
| Aqr Capital Management Llc |
27 |
| Walleye Trading LLC |
26 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
26 |
| Simplex Trading, Llc |
26 |
| Victory Capital Management Inc |
26 |
| Russell Investments Group, Ltd. |
26 |
| Wolverine Asset Management Llc |
26 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
26 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
26 |
| Marshall Wace, Llp |
26 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
26 |
| American International Group, Inc. |
25 |
| New York State Common Retirement Fund |
25 |
| Two Sigma Investments, Lp |
25 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
25 |
| SG Americas Securities, LLC |
25 |
| Wolverine Trading, Llc |
24 |
| Panagora Asset Management Inc |
24 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
24 |
| Prelude Capital Management, Llc |
24 |
| Creative Planning |
24 |
| Verition Fund Management LLC |
24 |
| Balyasny Asset Management Llc |
24 |
| Schonfeld Strategic Advisors LLC |
24 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
24 |
| Two Sigma Advisers, Lp |
24 |
| Acadian Asset Management Llc |
24 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
24 |
| Price T Rowe Associates Inc /md/ |
24 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
24 |
| Parametric Portfolio Associates Llc |
23 |
| Cwm, Llc |
23 |
| Gsa Capital Partners Llp |
23 |
| Group One Trading, L.p. |
23 |
| Federated Hermes, Inc. |
23 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
23 |
| Nomura Holdings Inc |
23 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
23 |
| BlackRock Fund Advisors |
23 |
| Stifel Financial Corp |
23 |
| Janney Montgomery Scott LLC |
23 |
| Cutler Group LP |
23 |
| Wellington Management Group Llp |
23 |
| California State Teachers Retirement System |
23 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
23 |
| Rhumbline Advisers |
23 |
| Centiva Capital, LP |
23 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
23 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
22 |
| Ladenburg Thalmann Financial Services Inc |
22 |
| Ancora Advisors, LLC |
22 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
22 |
| Cubist Systematic Strategies, LLC |
22 |
| Oxford Asset Management Llp |
22 |
| Steward Partners Investment Advisory, Llc |
22 |
| Parallax Volatility Advisers, L.P. |
22 |
| BlueCrest Capital Management Ltd |
22 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
22 |
| Alliancebernstein L.p. |
22 |
| Royce & Associates Lp |
22 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
22 |
| Squarepoint Ops LLC |
22 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
22 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
22 |
| Lazard Asset Management Llc |
22 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
22 |
| Allianz Asset Management GmbH |
22 |
| Six Circles Trust - Six Circles Global Bond Fund |
22 |
| Ubs Ag |
22 |
| EAM Investors, LLC |
22 |
| Raymond James & Associates |
22 |
| Charles Schwab Investment Management Inc |
22 |
| Captrust Financial Advisors |
22 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
22 |
| VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares |
21 |
| Kcg Holdings, Inc. |
21 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
21 |
| Legal & General Group Plc |
21 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
21 |
| Thrivent Financial For Lutherans |
21 |
| SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
21 |
| Hsbc Holdings Plc |
21 |
| Us Bancorp \de\ |
21 |
| BlackRock Advisors LLC |
21 |
| Paloma Partners Management Co |
21 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
21 |
| Boothbay Fund Management, Llc |
21 |
| A.R.T. Advisors, LLC |
21 |
| SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A |
21 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
21 |
| Macquarie Group Ltd |
21 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
21 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
21 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
21 |
| Healthcare Of Ontario Pension Plan Trust Fund |
21 |
| EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
21 |
| Qube Research & Technologies Ltd |
21 |
| Ubs Asset Management Americas Inc |
21 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
21 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
21 |
| First Horizon Advisors, Inc. |
20 |
| Man Group plc |
20 |
| Driehaus Capital Management Llc |
20 |
| Tudor Investment Corp Et Al |
20 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
20 |
| Principal Financial Group Inc |
20 |
| MASTER BOND LLC - Master Total Return Portfolio |
20 |
| PDT Partners, LLC |
20 |
| Sei Investments Co |
20 |
| Neuberger Berman Group LLC |
20 |
| Polar Asset Management Partners Inc. |
20 |
| First Trust Advisors Lp |
20 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
20 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
20 |
| PEAK6 Investments LLC |
20 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
20 |
| Voya Investment Management Llc |
20 |
| PEAK6 Investments, L.P. |
20 |
| Arrowstreet Capital, Limited Partnership |
20 |
| LPL Financial LLC |
20 |
| EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF |
20 |
| BlackRock Investment Management, LLC |
20 |
| LMR Partners LLP |
20 |
| Advisor Group, Inc. |
20 |
| Huntington National Bank |
20 |
| HighTower Advisors, LLC |
20 |
| Highbridge Capital Management Llc |
20 |
| Comerica Bank |
20 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
20 |
| Glenmede Trust Co Na |
20 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
20 |
| BlackRock Institutional Trust Company, N.A. |
20 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
19 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
19 |
| Nuveen Asset Management, LLC |
19 |
| Northwestern Mutual Wealth Management Co |
19 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
19 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
19 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
19 |
| Envestnet Asset Management Inc |
19 |
| VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares |
19 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
19 |
| Walleye Capital LLC |
19 |
| JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF |
19 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
19 |
| Ameritas Investment Partners, Inc. |
19 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
19 |
| Vanguard Index Funds |
19 |
| Jump Financial, LLC |
19 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
19 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
19 |
| Axa S.a. |
19 |
| Two Sigma Securities, Llc |
19 |
| EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF |
19 |
| Dynamic Technology Lab Private Ltd |
19 |
| Norges Bank |
19 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
19 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
19 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
19 |
| Metropolitan Life Insurance Co/ny |
19 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
19 |
| Blair William & Co/il |
19 |
| Raymond James Financial Inc |
19 |
| Engineers Gate Manager LP |
19 |
| ProShare Advisors LLC |
19 |
| Magnetar Financial LLC |
19 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
19 |
| Thompson Davis & Co., Inc. |
18 |
| Nationwide Fund Advisors |
18 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
18 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
18 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
18 |
| ExodusPoint Capital Management, LP |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
18 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
18 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
18 |
| Hudson Bay Capital Management LP |
18 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
18 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
18 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
18 |
| State Board Of Administration Of Florida Retirement System |
18 |
| Trexquant Investment LP |
18 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
18 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
18 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
18 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
18 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
18 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
18 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
18 |
| Advisory Services Network, LLC |
18 |
| Commonwealth Equity Services, Llc |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
18 |
| Strs Ohio |
18 |
| Schroder Investment Management Group |
18 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
18 |
| KBC Group NV |
18 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
18 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
17 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
17 |
| Bessemer Group Inc |
17 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
17 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
17 |
| Fifth Third Bancorp |
17 |
| XTX Topco Ltd |
17 |
| Algert Global Llc |
17 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
17 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
17 |
| Quadrature Capital Ltd |
17 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
17 |
| Sterling Capital Management LLC |
17 |
| Quantbot Technologies LP |
17 |
| Rockefeller Capital Management L.P. |
17 |
| Y-Intercept (Hong Kong) Ltd |
17 |
| O'shaughnessy Asset Management, Llc |
17 |
| Parallel Advisors, LLC |
17 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
17 |
| Marshall Wace North America L.P. |
17 |
| Old Mission Capital Llc |
17 |
| Janus Henderson Group Plc |
17 |
| AdvisorNet Financial, Inc |
17 |
| Teacher Retirement System Of Texas |
17 |
| Tiaa Cref Investment Management Llc |
17 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
17 |
| MetLife Investment Management, LLC |
17 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
17 |
| Essex Investment Management Co Llc |
17 |
| Larson Financial Group LLC |
17 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
17 |
| American Century Companies Inc |
17 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
17 |
| Russell Frank Co/ |
17 |
| Principal Funds Inc |
17 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
17 |
| GWM Advisors LLC |
17 |
| Css Llc/il |
17 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
17 |
| Franklin Resources Inc |
17 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
17 |
| State of Wyoming |
17 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
17 |
| Quadrant Capital Group Llc |
17 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
17 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
17 |
| DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
17 |
| Penserra Capital Management LLC |
17 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
17 |
| Ergoteles LLC |
17 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
17 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
17 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
17 |
| Guggenheim Capital Llc |
17 |
| Gabelli Funds Llc |
17 |
| MetLife Securities, Inc |
16 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
16 |
| Massmutual Trust Co Fsb/adv |
16 |
| M&t Bank Corp |
16 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
16 |
| Meeder Asset Management Inc |
16 |
| Geneos Wealth Management Inc. |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
16 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
16 |
| Cnh Partners Llc |
16 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
16 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
16 |
| GAMMA Investing LLC |
16 |
| State of Tennessee, Treasury Department |
16 |
| EverSource Wealth Advisors, LLC |
16 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
16 |
| Ground Swell Capital, LLC |
16 |
| BlackRock Capital Allocation Trust |
16 |
| Public Employees Retirement System Of Ohio |
16 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
16 |
| Belpointe Asset Management LLC |
16 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
16 |
| Bridgeway Capital Management Inc |
16 |
| Calamos Advisors LLC |
16 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
16 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
16 |
| Amalgamated Bank |
16 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
16 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
16 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
16 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
16 |
| Prudential Financial Inc |
16 |
| Hbk Investments L P |
16 |
| Signaturefd, Llc |
16 |
| Alpine Global Management, LLC |
16 |
| Mirae Asset Global Investments Co., Ltd. |
16 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
16 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
16 |
| Connor, Clark & Lunn Investment Management Ltd. |
16 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
16 |
| Great West Life Assurance Co /can/ |
16 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
16 |
| Keybank National Association/oh |
16 |
| Point72 Asset Management, L.P. |
16 |
| Farther Finance Advisors, LLC |
16 |
| State Of Wisconsin Investment Board |
16 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
16 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
16 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
16 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
16 |
| Allspring Global Investments Holdings, LLC |
15 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
15 |
| Occudo Quantitative Strategies Lp |
15 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
15 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
15 |
| Allworth Financial LP |
15 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
15 |
| National Asset Management, Inc. |
15 |
| Bayesian Capital Management, LP |
15 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
15 |
| Point72 Hong Kong Ltd |
15 |
| JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I |
15 |
| Los Angeles Capital Management Llc |
15 |
| PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional |
15 |
| Federation des caisses Desjardins du Quebec |
15 |
| Acrospire Investment Management LLC |
15 |
| Landscape Capital Management, L.l.c. |
15 |
| CIBC Private Wealth Group, LLC |
15 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
15 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
15 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
15 |
| Pacer Advisors, Inc. |
15 |
| Advisors Asset Management, Inc. |
15 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
15 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
15 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
15 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
15 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
15 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
15 |
| SBI Securities Co., Ltd. |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
15 |
| Arizona State Retirement System |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
15 |
| Ronald Blue Trust, Inc. |
15 |
| Swiss National Bank |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
15 |
| Gotham Asset Management, LLC |
15 |
| Nisa Investment Advisors, Llc |
15 |
| Advisory Research Inc |
15 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
15 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
15 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
15 |
| SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I |
15 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
15 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
15 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
15 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
15 |
| Jones Financial Companies Lllp |
15 |
| Private Advisor Group, LLC |
15 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
15 |
| Amundi |
15 |
| Jacobs Levy Equity Management, Inc |
15 |
| MUFG Americas Holdings Corp |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
15 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
15 |
| Covestor Ltd |
15 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
15 |
| Raymond James Financial Services Advisors, Inc. |
15 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
15 |
| Public Sector Pension Investment Board |
15 |
| OMERS ADMINISTRATION Corp |
15 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
15 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
15 |
| D.a. Davidson & Co. |
15 |
| Kennedy Capital Management, Inc. |
15 |
| Putnam Investments Llc |
15 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
15 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
14 |
| Sowell Financial Services LLC |
14 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
14 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
14 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
14 |
| Global Retirement Partners, LLC |
14 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
14 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
14 |
| Teachers Advisors, Llc |
14 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
14 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
14 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
14 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
14 |
| National Bank Of Canada /fi/ |
14 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
14 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
14 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
14 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
14 |
| GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional |
14 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
14 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
14 |
| Oppenheimer & Co Inc |
14 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
14 |
| Dupont Capital Management Corp |
14 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
14 |
| Versant Capital Management, Inc |
14 |
| Quarry LP |
14 |
| MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A |
14 |
| Natixis |
14 |
| Winton Capital Group Ltd |
14 |
| CWM Advisors, LLC |
14 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
14 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
14 |
| Truist Financial Corp |
14 |
| Stephens Inc /ar/ |
14 |
| Glassman Wealth Services |
14 |
| GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF |
14 |
| Graham Capital Management, L.P. |
14 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
14 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
14 |
| PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I |
14 |
| EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
14 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
14 |
| Voloridge Investment Management, Llc |
14 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
14 |
| Lindbrook Capital, Llc |
14 |
| PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund |
14 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
14 |
| Ellington Management Group Llc |
14 |
| Quantamental Technologies LLC |
14 |
| Hillsdale Investment Management Inc. |
14 |
| Assetmark, Inc |
14 |
| SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class |
14 |
| Bogle Investment Management L P /de/ |
14 |
| BNP Paribas Asset Management Holding S.A. |
14 |
| Exchange Traded Concepts, Llc |
14 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
14 |
| Tfs Capital Investment Trust |
14 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
14 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
14 |
| New York State Teachers Retirement System |
14 |
| Capstone Investment Advisors, Llc |
14 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
14 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
14 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
14 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
14 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
14 |
| MBEQX - M FUND INC - M International Equity Fund |
14 |
| Baird Financial Group, Inc. |
14 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
14 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
14 |
| Nordea Investment Management Ab |
14 |
| Spire Wealth Management |
14 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
14 |
| State Farm Variable Product Trust |
14 |
| State Farm Mutual Fund Trust |
14 |
| SRS Capital Advisors, Inc. |
14 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
14 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
13 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
13 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
13 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
13 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
13 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
13 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
13 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
13 |
| Ellevest, Inc. |
13 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
13 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
13 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
13 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
13 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
13 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
13 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
13 |
| Sofos Investments, Inc. |
13 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
13 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
13 |
| Private Capital Group, LLC |
13 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
13 |
| Seacrest Wealth Management, Llc |
13 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
13 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
13 |
| TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class |
13 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
13 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
13 |
| Skopos Labs, Inc. |
13 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
13 |
| Coldstream Capital Management Inc |
13 |
| Orion Portfolio Solutions, LLC |
13 |
| Laurion Capital Management LP |
13 |
| Zacks Investment Management |
13 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
13 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
13 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
13 |
| Principal Securities, Inc. |
13 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
13 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
13 |
| Toronto Dominion Bank |
13 |
| Aperio Group, LLC |
13 |
| Cambridge Investment Research Advisors, Inc. |
13 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
13 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
13 |
| CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A |
13 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
13 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
13 |
| Corebridge Financial, Inc. |
13 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
13 |
| Capital Fund Management S.a. |
13 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
13 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
13 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
13 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
13 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
13 |
| Caitong International Asset Management Co., Ltd |
13 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
13 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
13 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
13 |
| Cibc World Markets Corp |
13 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
13 |
| Nuveen, LLC |
13 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
13 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
13 |
| Silvercrest Asset Management Group Llc |
13 |
| Gamco Investors, Inc. Et Al |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
13 |
| Crossmark Global Holdings, Inc. |
13 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
13 |
| College Retirement Equities Fund |
13 |
| Cerity Partners LLC |
13 |
| Maven Securities LTD |
13 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
13 |
| Menta Capital Llc |
13 |
| Hartland & Co., LLC |
13 |
| Vontobel Holding Ltd. |
13 |
| Campbell & CO Investment Adviser LLC |
13 |
| Credit Agricole S A |
13 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
13 |
| Handelsbanken Fonder AB |
13 |
| Harbour Investments, Inc. |
13 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
13 |
| BlackRock Group LTD |
13 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
13 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
13 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
13 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
13 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
13 |
| Canada Pension Plan Investment Board |
13 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
13 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
13 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
13 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
13 |
| Bell Investment Advisors, Inc |
13 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
13 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
13 |
| Yousif Capital Management, Llc |
13 |
| Point72 Middle East FZE |
13 |
| Moore Capital Management, Lp |
13 |
| Private Trust Co Na |
13 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
13 |
| TCI Wealth Advisors, Inc. |
13 |
| Kayne Anderson Rudnick Investment Management Llc |
13 |
| Van Eck Associates Corp |
13 |
| Plante Moran Financial Advisors, LLC |
13 |
| Mackenzie Financial Corp |
13 |
| American Portfolios Advisors |
13 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
13 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
13 |
| Teachers Retirement System Of The State Of Kentucky |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
13 |
| Regions Financial Corp |
13 |
| Profunds - Profund Vp Ultrasmall-cap |
13 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
13 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
13 |
| Lord, Abbett & Co. Llc |
13 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
13 |
| Profunds - Profund Vp Small-cap |
13 |
| Benjamin F. Edwards & Company, Inc. |
13 |
| Loomis Sayles & Co L P |
13 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
13 |
| Spot Trading L.L.C |
13 |
| NEXT Financial Group, Inc |
13 |
| Parkside Financial Bank & Trust |
13 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
13 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
13 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
13 |
| Atom Investors LP |
13 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
12 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
12 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
12 |
| Pictet Asset Management Ltd |
12 |
| PENN SERIES FUNDS INC - International Equity Fund |
12 |
| MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I |
12 |
| FEDERATED CORE TRUST - Emerging Markets Core Fund |
12 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
12 |
| Dark Forest Capital Management Lp |
12 |
| Jefferies Financial Group Inc. |
12 |
| Nomura Asset Management Co Ltd |
12 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
12 |
| Toroso Investments, LLC |
12 |
| Picton Mahoney Asset Management |
12 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
12 |
| Stratos Wealth Partners, LTD. |
12 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
12 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
12 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
12 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
12 |
| Susquehanna Fundamental Investments, Llc |
12 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
12 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
12 |
| Caption Management, LLC |
12 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
12 |
| DekaBank Deutsche Girozentrale |
12 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
12 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
12 |
| Bailard, Inc. |
12 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
12 |
| Alyeska Investment Group, L.P. |
12 |
| LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares |
12 |
| True Wealth Design, LLC |
12 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
12 |
| Mercer Global Advisors Inc /adv |
12 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
12 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
12 |
| Natixis Advisors, L.p. |
12 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
12 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
12 |
| Hantz Financial Services, Inc. |
12 |
| FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund |
12 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
12 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
12 |
| Mariner, LLC |
12 |
| Clearbridge Investments, LLC |
12 |
| First Republic Investment Management, Inc. |
12 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
12 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
12 |
| FNY Investment Advisers, LLC |
12 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
12 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
12 |
| Jane Street Holding, LLC |
12 |
| Segall Bryant & Hamill, Llc |
12 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
12 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
12 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
12 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
12 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
12 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
12 |
| PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) |
12 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
12 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
12 |
| NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund |
12 |
| Clear Street Markets Llc |
12 |
| Tiaa-cref Funds |
12 |
| William Blair Investment Management, Llc |
12 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
12 |
| Carroll Financial Associates, Inc. |
12 |
| Ubs Oconnor Llc |
12 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
12 |
| Spark Investment Management LLC |
12 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
12 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
12 |
| Mirabella Financial Services Llp |
12 |
| VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative |
12 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
12 |
| PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A |
12 |
| Police & Firemen's Retirement System of New Jersey |
12 |
| First Manhattan Co |
12 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
12 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
12 |
| Municipal Employees' Retirement System of Michigan |
12 |
| PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P |
12 |
| Piedmont Investment Advisors Llc |
12 |
| Fox Run Management, L.l.c. |
12 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
12 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
12 |
| First Mercantile Trust Co |
12 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
12 |
| Brown Brothers Harriman & Co |
12 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
12 |
| Boston Private Wealth Llc |
12 |
| Brevan Howard Capital Management LP |
12 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
12 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
12 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund |
12 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
12 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
12 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
12 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
12 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
12 |
| Stephens Consulting, LLC |
12 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
12 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
12 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
12 |
| Cetera Advisor Networks LLC |
12 |
| Prospera Financial Services Inc |
12 |
| Venturi Wealth Management, LLC |
12 |
| Managed Account Advisors Llc |
12 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
12 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
12 |
| Oppenheimer Funds Inc |
12 |
| TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund |
12 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
12 |
| Point72 Asia (Singapore) Pte. Ltd. |
12 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
12 |
| Klp Kapitalforvaltning As |
12 |
| Nebula Research & Development LLC |
12 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
12 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
12 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
12 |
| Aquatic Capital Management LLC |
12 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
12 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
12 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
12 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
12 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
12 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
12 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
12 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
12 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
12 |
| Smartleaf Asset Management LLC |
12 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
12 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
11 |
| Palisade Capital Management Llc/nj |
11 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
11 |
| Maverick Capital Ltd |
11 |
| Castleark Management Llc |
11 |
| Cresset Asset Management, LLC |
11 |
| USA Financial Portformulas Corp |
11 |
| Eagle Bay Advisors LLC |
11 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
11 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
11 |
| Brown Advisory Inc |
11 |
| ClariVest Asset Management LLC |
11 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
11 |
| VTL Associates, LLC |
11 |
| FNY Managed Accounts LLC |
11 |
| State of New Jersey Common Pension Fund D |
11 |
| Wexford Capital Lp |
11 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
11 |
| RidgeWorth Capital Management LLC |
11 |
| Pictet Asset Management Holding SA |
11 |
| Wealthspire Advisors, L.P. |
11 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
11 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
11 |
| Calamos Global Dynamic Income Fund |
11 |
| Ensign Peak Advisors, Inc |
11 |
| Caas Capital Management Lp |
11 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
11 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
11 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
11 |
| Vident Investment Advisory, LLC |
11 |
| Public Employees Retirement Association Of Colorado |
11 |
| Versor Investments LP |
11 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
11 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
11 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
11 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
11 |
| Rothschild Investment Llc |
11 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
11 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
11 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
11 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
11 |
| Adage Capital Partners Gp, L.l.c. |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
11 |
| MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A |
11 |
| Aigen Investment Management, Lp |
11 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
11 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
11 |
| Twinbeech Capital Lp |
11 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
11 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
11 |
| First Hawaiian Bank |
11 |
| Rehmann Capital Advisory Group |
11 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
11 |
| Skandinaviska Enskilda Banken AB (publ) |
11 |
| Brandywine Global Investment Management, LLC |
11 |
| Peak6 Llc |
11 |
| Weiss Asset Management LP |
11 |
| Alps Advisors Inc |
11 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
11 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
11 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
11 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
11 |
| Newbridge Financial Services Group, Inc. |
11 |
| United Services Automobile Association |
11 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
11 |
| Claymore Exchange-traded Fund Trust |
11 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
11 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
11 |
| FinTrust Capital Advisors, LLC |
11 |
| Cadence Capital Management Llc |
11 |
| Granahan Investment Management Inc/ma |
11 |
| Vantagepoint Funds |
11 |
| Tfs Capital Llc |
11 |
| EMBD - Global X Funds - Global X Emerging Markets Bond ETF |
11 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
11 |
| Manchester Capital Management LLC |
11 |
| MAI Capital Management |
11 |
| Fuller & Thaler Asset Management, Inc. |
11 |
| Hutchin Hill Capital, LP |
11 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
11 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
11 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
11 |
| Entropy Technologies, LP |
11 |
| Mml Investors Services, Llc |
11 |
| Eagle Asset Management Inc |
11 |
| Jfs Wealth Advisors, Llc |
11 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
11 |
| Bamco Inc /ny/ |
11 |
| Cinctive Capital Management LP |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
11 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
11 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
11 |
| Texas Permanent School Fund |
11 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
11 |
| Avion Wealth |
11 |
| Martingale Asset Management L P |
11 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
11 |
| RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A |
11 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
11 |
| Empowered Funds, LLC |
11 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
11 |
| Intech Investment Management Llc |
11 |
| FORA Capital, LLC |
11 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
11 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
11 |
| Oppenheimer Asset Management Inc. |
11 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
11 |
| SJS Investment Consulting Inc. |
11 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
11 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| Quantinno Capital Management LP |
11 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
11 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
11 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
11 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
11 |
| Daiwa Securities Group Inc. |
11 |
| Eaton Vance Management |
11 |
| Pathstone Family Office, Llc |
11 |
| Sunbelt Securities, Inc. |
11 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
11 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
11 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
11 |
| Pathstone Holdings, LLC |
11 |
| Valeo Financial Advisors, LLC |
11 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
11 |
| Abound Wealth Management |
10 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
10 |
| Standard Life Aberdeen plc |
10 |
| Atria Investments Llc |
10 |
| Sculptor Capital LP |
10 |
| Resources Investment Advisors, LLC. |
10 |
| TD Waterhouse Canada Inc. |
10 |
| Flagship Harbor Advisors, Llc |
10 |
| Pictet Asset Management Sa |
10 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
10 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
10 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
| Patriot Financial Group Insurance Agency, LLC |
10 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
10 |
| Assenagon Asset Management S.A. |
10 |
| Point72 (DIFC) Ltd |
10 |
| Intrinsic Edge Capital Management LLC |
10 |
| Wipfli Financial Advisors Llc, |
10 |
| AE Wealth Management LLC |
10 |
| Sageworth Trust Co |
10 |
| Tompkins Financial Corp |
10 |
| Employees Retirement System of Texas |
10 |
| ARK Investment Management LLC |
10 |
| Vanguard World Fund |
10 |
| DAVENPORT & Co LLC |
10 |
| Alambic Investment Management, L.P. |
10 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
10 |
| Louisiana State Employees Retirement System |
10 |
| Jacobi Capital Management LLC |
10 |
| Concord Wealth Partners |
10 |
| Ardsley Advisory Partners Lp |
10 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
10 |
| Emerald Acquisition Ltd. |
10 |
| Bartlett & Co. Wealth Management Llc |
10 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
10 |
| Amundi Pioneer Asset Management Inc |
10 |
| Intrust Bank Na |
10 |
| Farmers & Merchants Investments Inc |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
10 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
10 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
10 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
10 |
| Optimum Investment Advisors |
10 |
| Park Avenue Securities Llc |
10 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
10 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
10 |
| Sciencast Management LP |
10 |
| Harbor Investment Advisory, Llc |
10 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
10 |
| Symmetry Peak Management Llc |
10 |
| Fred Alger Management, Llc |
10 |
| Great Lakes Advisors, Llc |
10 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
10 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
10 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
10 |
| First Eagle Investment Management, LLC |
10 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
10 |
| Petrus Trust Company, LTA |
10 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
10 |
| Royce Value Trust Inc |
10 |
| Rice Hall James & Associates, Llc |
10 |
| Cullen/frost Bankers, Inc. |
10 |
| JustInvest LLC |
10 |
| Oregon Public Employees Retirement Fund |
10 |
| Alphacrest Capital Management Llc |
10 |
| State of Alaska, Department of Revenue |
10 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
10 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
10 |
| Dorsey Wright & Associates |
10 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
10 |
| IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
10 |
| Aster Capital Management (DIFC) Ltd |
10 |
| Catalyst Funds Management Pty Ltd |
10 |
| Paradigm Asset Management Co Llc |
10 |
| Rafferty Asset Management, LLC |
10 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
10 |
| Bokf, Na |
10 |
| Blueshift Asset Management, LLC |
10 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
10 |
| Woodline Partners LP |
10 |
| AMP Capital Investors Ltd |
10 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
10 |
| Capital Performance Advisors Llp |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| Steward Financial Group LLC |
10 |
| NumerixS Investment Technologies Inc |
10 |
| Ci Investments Inc. |
10 |
| Banque Cantonale Vaudoise |
10 |
| Harbor Capital Advisors, Inc. |
10 |
| IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
10 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
10 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
10 |
| Janney Capital Management LLC |
10 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
10 |
| CENTRAL TRUST Co |
10 |
| Castle Creek Arbitrage, LLC |
10 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
10 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
10 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
10 |
| CIBC Asset Management Inc |
10 |
| QS Investors, LLC |
10 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
10 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
10 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
10 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
10 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
10 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
10 |
| Kornitzer Capital Management Inc /ks |
10 |
| Westfield Capital Management Co Lp |
10 |
| Rise Advisors, LLC |
10 |
| Tucker Asset Management Llc |
10 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
10 |
| Navellier & Associates Inc |
10 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
10 |
| Crestline Management, LP |
10 |
| Twin Peaks Wealth Advisors, LLC |
10 |
| Umb Bank N A/mo |
10 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
10 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
10 |
| Td Asset Management Inc |
10 |
| Centaurus Financial, Inc. |
10 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
10 |
| IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
10 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
10 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
10 |
| CIBC World Markets Inc. |
10 |
| DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
10 |
| Weiss Multi-Strategy Advisers LLC |
10 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
10 |
| Tcwp Llc |
10 |
| GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III |
10 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
10 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
10 |
| Golden State Wealth Management, LLC |
10 |
| Berman Capital Advisors, LLC |
10 |
| Townsquare Capital Llc |
10 |
| Edmond De Rothschild Holding S.a. |
10 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
10 |
| Summit Trail Advisors, Llc |
10 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
10 |
| Cowen And Company, Llc |
10 |
| Weld Capital Management Llc |
10 |
| We Are One Seven, LLC |
10 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
10 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
10 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
10 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
10 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
10 |
| Globeflex Capital L P |
10 |
| Thompson Siegel & Walmsley Llc |
10 |
| Moors & Cabot, Inc. |
10 |
| Mutual Of America Capital Management Llc |
10 |
| Sawtooth Solutions, LLC |
10 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
10 |
| Massachusetts Financial Services Co /ma/ |
10 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
10 |
| Caxton Associates Lp |
10 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
10 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
10 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
10 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
10 |
| Shelton Capital Management |
10 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
10 |
| XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF |
10 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
10 |
| Commonwealth Equity Services, Inc |
10 |
| International Assets Investment Management, Llc |
10 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
10 |
| Profund Advisors Llc |
10 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
10 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
10 |
| Stevens Capital Management Lp |
10 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
10 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
10 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
10 |
| Suntrust Banks Inc |
10 |
| Quantitative Systematic Strategies LLC |
10 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
10 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
10 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
10 |
| BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF |
10 |
| Hexagon Capital Partners LLC |
10 |
| Kestra Advisory Services, LLC |
10 |
| Gemmer Asset Management LLC |
9 |
| Teton Advisors, Inc. |
9 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
9 |
| Convergence Investment Partners, LLC |
9 |
| Airain ltd |
9 |
| Sutton Wealth Advisors Inc. |
9 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
9 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
9 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
9 |
| Nbc Securities, Inc. |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
9 |
| Riggs Asset Managment Co. Inc. |
9 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
9 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
9 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
9 |
| BLACKROCK FUNDS - BlackRock Total Emerging Markets Fund Institutional Shares |
9 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
9 |
| North Star Investment Management Corp. |
9 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
9 |
| TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
9 |
| Wcm Investment Management, Llc |
9 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
9 |
| AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class |
9 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
9 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
9 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 |
9 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
9 |
| Virginia Retirement Systems Et Al |
9 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
9 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
9 |
| Regal Investment Advisors LLC |
9 |
| Winslow, Evans & Crocker, Inc. |
9 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
9 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
9 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
9 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
9 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
9 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
9 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
9 |
| EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES |
9 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
9 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
9 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
9 |
| Brookfield Asset Management Inc. |
9 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
9 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
9 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
9 |
| Howe & Rusling Inc |
9 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
| Vigilant Capital Management, LLC |
9 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
9 |
| NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A |
9 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
9 |
| Mizuho Securities Usa Llc |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
9 |
| Mason Street Advisors, Llc |
9 |
| Manatuck Hill Partners, LLC |
9 |
| Radcliffe Capital Management, L.P. |
9 |
| Hilltop Holdings Inc. |
9 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
9 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
9 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
9 |
| CI Private Wealth, LLC |
9 |
| Raymond James Trust N.a. |
9 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
9 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
9 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
9 |
| Cornerstone Planning Group LLC |
9 |
| Alberta Investment Management Corp |
9 |
| Headlands Technologies LLC |
9 |
| Prescott Group Capital Management, L.l.c. |
9 |
| Savant Capital, LLC |
9 |
| Inceptionr Llc |
9 |
| Jain Global LLC |
9 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
9 |
| SYSTM Wealth Solutions LLC |
9 |
| Wealth Enhancement Advisory Services, Llc |
9 |
| GW&K Investment Management, LLC |
9 |
| Fisher Asset Management, LLC |
9 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
9 |
| Dakota Wealth Management |
9 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
9 |
| Lenox Wealth Advisors, LLC |
9 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
9 |
| Baker Avenue Asset Management, LP |
9 |
| Monashee Investment Management LLC |
9 |
| Old National Bancorp /in/ |
9 |
| Moody National Bank Trust Division |
9 |
| ETRADE Capital Management LLC |
9 |
| Atria Wealth Solutions, Inc. |
9 |
| SOUTH STATE Corp |
9 |
| Sonora Investment Management, LLC |
9 |
| LS Investment Advisors, LLC |
9 |
| Synovus Financial Corp |
9 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
9 |
| Systematic Financial Management Lp |
9 |
| Macroview Investment Management Llc |
9 |
| Mackay Shields Llc |
9 |
| Candriam Luxembourg S.C.A. |
9 |
| James Investment Research Inc |
9 |
| Diversified Trust Co |
9 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
9 |
| Oakworth Capital, Inc. |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| Nuveen Multi-Asset Income Fund |
9 |
| M&g Investment Management Ltd |
9 |
| HAP Trading, LLC |
9 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
9 |
| FineMark National Bank & Trust |
9 |
| Compagnie Lombard Odier SCmA |
9 |
| Snowden Capital Advisors LLC |
9 |
| MQS Management LLC |
9 |
| Proficio Capital Partners LLC |
9 |
| CoreCap Advisors, LLC |
9 |
| FDx Advisors, Inc. |
9 |
| Pitcairn Co |
9 |
| Granite Investment Partners, LLC |
9 |
| Claris Advisors, Llc / Mo / |
9 |
| Schubert & Co |
9 |
| Cetera Investment Advisers |
9 |
| Catalyst Capital Advisors LLC |
9 |
| Tcw Group Inc |
9 |
| Element Capital Management Llc |
9 |
| Oberweis Asset Management Inc/ |
9 |
| WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 |
9 |
| Lombard Odier Asset Management (Europe) Ltd |
9 |
| Money Concepts Capital Corp |
9 |
| Institutional & Family Asset Management, Llc |
9 |
| Riverhead Capital Management Llc |
9 |
| Aviva Plc |
9 |
| Harbour Capital Advisors, LLC |
9 |
| Bridgefront Capital, LLC |
9 |
| Teton Westwood Funds |
9 |
| FNY Partners Fund LP |
9 |
| Avantax Planning Partners, Inc. |
9 |
| Brinker Capital Investments, LLC |
9 |
| Teza Capital Management LLC |
9 |
| Harvest Fund Management Co., Ltd |
9 |
| GPS Wealth Strategies Group, LLC |
9 |
| Hemington Wealth Management |
9 |
| Lido Advisors, LLC |
9 |
| Artisan Partners Limited Partnership |
9 |
| Csenge Advisory Group |
9 |
| TFC Financial Management |
9 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
9 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
9 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
9 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
9 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
9 |
| Whittier Trust Co |
9 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
9 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
9 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
9 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
9 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
| Global Financial Private Client, LLC |
9 |
| Jennison Associates Llc |
9 |
| Cornercap Investment Counsel Inc |
9 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
9 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
9 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
9 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
9 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
9 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
9 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
9 |
| Quantitative Investment Management, LLC |
9 |
| Johnson Financial Group, Inc. |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
9 |
| Rydex Etf Trust |
9 |
| Ethic Inc. |
9 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
9 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
9 |
| IndexIQ Advisors LLC |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
9 |
| Bartlett & Co. LLC |
9 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
9 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
9 |
| Legacy Financial Advisors, Inc. |
9 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
9 |
| Pinnacle Wealth Planning Services, Inc. |
9 |
| Holocene Advisors, LP |
9 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
9 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
9 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
9 |
| Gradient Investments LLC |
9 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
9 |
| Riverview Trust Co |
9 |
| Ameritas Investment Corp |
9 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
9 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
9 |
| Westwood Holdings Group Inc |
9 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
9 |
| Nicholas Investment Partners, LP |
9 |
| REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A |
9 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
9 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
9 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
9 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
9 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
9 |
| Quest Partners LLC |
9 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
9 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
9 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
9 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
9 |
| Advanced Series Trust - Ast International Growth Portfolio |
9 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
9 |
| Fortitude Family Office, LLC |
9 |
| TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class |
9 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
9 |
| Asset Management One Co., Ltd. |
9 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
9 |
| Anchor Investment Management, LLC |
9 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
9 |
| SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A |
9 |
| Capital World Investors |
9 |
| Salem Investment Counselors Inc |
8 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
8 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| K2 Principal Fund, L.p. |
8 |
| Xponance, Inc. |
8 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
8 |
| Nuveen Diversified Dividend & Income Fund |
8 |
| EntryPoint Capital, LLC |
8 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
8 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
8 |
| Sanctuary Wealth Advisors, LLC |
8 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
8 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
8 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
8 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
8 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
8 |
| Maryland State Retirement & Pension System |
8 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
8 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
8 |
| Cornerstone Investment Partners, LLC |
8 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
8 |
| Hancock Whitney Corp |
8 |
| Lsv Asset Management |
8 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
8 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
8 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
8 |
| RK Capital Management, LLC |
8 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
8 |
| UniSuper Management Pty Ltd |
8 |
| Visium Asset Management, LP |
8 |
| Guardian Wealth Advisors, LLC |
8 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
| Wedbush Securities Inc |
8 |
| Illinois Municipal Retirement Fund |
8 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
8 |
| Clear Street Llc |
8 |
| Waddell & Reed Financial Inc |
8 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
| Evergreen Capital Management Llc |
8 |
| MARSHALL WACE ASIA Ltd |
8 |
| Ashton Thomas Private Wealth, LLC |
8 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
8 |
| Rational Advisors Llc |
8 |
| Calamos Global Total Return Fund |
8 |
| Sanctuary Advisors, LLC |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
8 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
8 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
8 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
8 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
8 |
| Tradewinds Capital Management, LLC |
8 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
8 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
8 |
| Yorktown Management & Research Co Inc |
8 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
8 |
| Smithfield Trust Co |
8 |
| Susquehanna Portfolio Strategies, LLC |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| Blue Bell Private Wealth Management, Llc |
8 |
| Westpac Banking Corp |
8 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
8 |
| Profunds - Profund Vp Oil & Gas |
8 |
| Boston Partners |
8 |
| Avantax Advisory Services, Inc. |
8 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
8 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
8 |
| Levin Capital Strategies, L.p. |
8 |
| Innealta Capital, Llc |
8 |
| Bare Financial Services, Inc |
8 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
8 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
8 |
| Glazer Capital, Llc |
8 |
| Everence Capital Management Inc |
8 |
| VVIQX - Voya Separate Portfolios Trust - Voya VACS Series EMHCD Fund |
8 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
8 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
8 |
| Itau Unibanco Holding S.A. |
8 |
| Hartford Mutual Funds Inc/ct |
8 |
| GHP Investment Advisors, Inc. |
8 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
8 |
| Alpha DNA Investment Management LLC |
8 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
8 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
8 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
8 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
8 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
8 |
| Heartland Advisors Inc |
8 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
8 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
8 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
8 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
8 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
8 |
| Front Row Advisors LLC |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
8 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
8 |
| Atlantic Trust, LLC |
8 |
| Lisanti Capital Growth, LLC |
8 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
8 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
| Weiss Strategic Interval Fund |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
8 |
| Vantage Consulting Group Inc |
8 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
8 |
| Integral Derivatives, LLC |
8 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
8 |
| Whittier Trust Co Of Nevada Inc |
8 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
8 |
| Eventide Asset Management, Llc |
8 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
8 |
| Assured Investment Management LLC |
8 |
| JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A |
8 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
8 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
8 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
8 |
| Hood River Capital Management LLC |
8 |
| Advisor Resource Council |
8 |
| Fieldpoint Private Securities, LLC |
8 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
8 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
8 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
8 |
| Emerald Advisers, Llc |
8 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
8 |
| PineBridge Investments, L.P. |
8 |
| Cable Hill Partners, LLC |
8 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
8 |
| Chartwell Investment Partners, Llc |
8 |
| Procyon Private Wealth Partners, LLC |
8 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
8 |
| Focused Wealth Management, Inc |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
8 |
| Eudaimonia Partners, LLC |
8 |
| United Capital Financial Advisers, Llc |
8 |
| Financial Architects, Inc |
8 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
8 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
8 |
| Alera Investment Advisors, LLC |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
8 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
8 |
| Davidson Kempner Capital Management Lp |
8 |
| PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class |
8 |
| Crewe Advisors LLC |
8 |
| Capital Analysts, Inc. |
8 |
| Twin Tree Management, LP |
8 |
| Mather Group, Llc. |
8 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
8 |
| Laurel Wealth Advisors LLC |
8 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
8 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
8 |
| Signet Financial Management, Llc |
8 |
| Legato Capital Management LLC |
8 |
| Hanson & Doremus Investment Management |
8 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
8 |
| Aristeia Capital Llc |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
8 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
8 |
| Context Capital Management, LLC |
8 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
8 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
8 |
| Oppenheimer Etf Trust |
8 |
| Reilly Financial Advisors, Llc |
8 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
8 |
| Forum Funds |
8 |
| Ssi Investment Management Llc |
8 |
| AWM Investment Company, Inc. |
8 |
| Flow Traders U.s. Llc |
8 |
| Fortitude Advisory Group L.L.C. |
8 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
8 |
| Linden Advisors Lp |
8 |
| Anson Funds Management LP |
8 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
8 |
| Benjamin Edwards Inc |
8 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
8 |
| Corton Capital Inc. |
8 |
| Gabelli Equity Trust Inc |
8 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
8 |
| Shepherd Kaplan Krochuk, Llc |
8 |
| Bogart Wealth, LLC |
8 |
| Beacon Capital Management, LLC |
8 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
8 |
| Veritable, L.P. |
8 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
8 |
| FourThought Financial, LLC |
8 |
| Soros Fund Management Llc |
8 |
| NorthCrest Asset Manangement, LLC |
8 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
8 |
| DiNuzzo Private Wealth, Inc. |
8 |
| Symphony Asset Management Llc |
8 |
| SkyView Investment Advisors, LLC |
8 |
| Opal Wealth Advisors, LLC |
8 |
| Royce Micro-cap Trust, Inc /md/ |
8 |
| LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I |
8 |
| SG Capital Management LLC |
8 |
| Tarbox Family Office, Inc. |
8 |
| Alpha Paradigm Partners, LLC |
8 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
8 |
| First Command Financial Services, Inc. |
8 |
| Financial Gravity Companies, Inc. |
8 |
| Park Place Capital Corp |
8 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
8 |
| Westchester Capital Management, LLC |
8 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
8 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
8 |
| Coppell Advisory Solutions LLC |
8 |
| Delpha Capital Management, Llc |
8 |
| Cipher Capital LP |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
8 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
| Stanley-Laman Group, Ltd. |
8 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
8 |
| Pinnacle Associates Ltd |
8 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
8 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
8 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
8 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
8 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
8 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
8 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
8 |
| PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A |
8 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
8 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
8 |
| Pearl River Capital, LLC |
8 |
| Eaton Vance Ltd Duration Income Fund |
8 |
| Citizens Financial Group Inc/ri |
8 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
8 |
| Glen Harbor Capital Management LLC |
8 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
8 |
| Numerai GP LLC |
8 |
| Level Four Advisory Services, Llc |
8 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
8 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
8 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
8 |
| World Asset Management Inc |
8 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
8 |
| UMA Financial Services, Inc. |
8 |
| Sumitomo Mitsui Trust Holdings, Inc. |
8 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
8 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
8 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
| Hm Payson & Co |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
8 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
8 |
| Tocqueville Asset Management L.p. |
8 |
| First Command Advisory Services, Inc. |
8 |
| Wiley Bros.-aintree Capital, Llc |
8 |
| Evoke Wealth, Llc |
8 |
| EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF |
8 |
| Carolinas Wealth Consulting Llc |
8 |
| First Command Bank |
8 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
8 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
8 |
| Cetera Advisors LLC |
8 |
| Trust Co Of Vermont |
8 |
| JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF |
8 |
| Harel Insurance Investments & Financial Services Ltd. |
8 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
7 |
| LRI Investments, LLC |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
7 |
| EAM Global Investors LLC |
7 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
7 |
| Mount Yale Investment Advisors, LLC |
7 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
7 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
7 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
7 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
7 |
| Edgestream Partners, L.P. |
7 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
7 |
| Periscope Capital Inc. |
7 |
| Glenmede Investment Management, LP |
7 |
| Envestnet Portfolio Solutions, Inc. |
7 |
| Colonial Trust Advisors |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
7 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
7 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
7 |
| Whitebox Advisors Llc |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| Annis Gardner Whiting Capital Advisors, LLC |
7 |
| Savior LLC |
7 |
| Parkworth Wealth Management, Inc. |
7 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
7 |
| Sachetta, LLC |
7 |
| MCF Advisors LLC |
7 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
7 |
| nVerses Capital, LLC |
7 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
7 |
| Piper Sandler & Co. |
7 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
7 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
7 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
7 |
| Laffer Investments |
7 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
7 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
7 |
| VGLSX - VALIC Co I - Global Strategy Fund |
7 |
| Cordant, Inc. |
7 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
7 |
| Argent Trust Co |
7 |
| Syon Capital Llc |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
7 |
| Amalgamated Financial Corp. |
7 |
| Montag A & Associates Inc |
7 |
| Truvestments Capital Llc |
7 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
7 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
7 |
| VCIFX - VALIC Co I - International Government Bond Fund |
7 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
7 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
7 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
7 |
| Jupiter Asset Management Ltd |
7 |
| Impax Asset Management Group plc |
7 |
| Cookson Peirce & Co Inc |
7 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
7 |
| Keebeck Alpha, LP |
7 |
| Wedge Capital Management L L P/nc |
7 |
| Cortina Asset Management, LLC |
7 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
7 |
| Nine Chapters Capital Management LLC |
7 |
| VCIEX - VALIC Co I - International Equities Index Fund |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
7 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
7 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
7 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
7 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
7 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
7 |
| Wolff Wiese Magana Llc |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
7 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
7 |
| Allred Capital Management, LLC |
7 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
7 |
| Householder Group Estate & Retirement Specialist, LLC |
7 |
| Cim Investment Mangement Inc |
7 |
| Cary Street Partner Investment Advisory Llc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
7 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
7 |
| SummitTX Capital, L.P. |
7 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
7 |
| JJJ Advisors Inc. |
7 |
| Hartford Financial Management Inc. |
7 |
| Key FInancial Inc |
7 |
| Qrg Capital Management, Inc. |
7 |
| Perigon Wealth Management, LLC |
7 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
7 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
7 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
7 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
7 |
| Fir Tree Capital Management Lp |
7 |
| Dana Investment Advisors, Inc. |
7 |
| Granite Point Capital Management, L.P. |
7 |
| Saba Capital Management, L.P. |
7 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
7 |
| FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
7 |
| Veriti Management LLC |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
7 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
7 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
7 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
7 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
7 |
| New York Life Investment Management Llc |
7 |
| Needham Investment Management Llc |
7 |
| Bleakley Financial Group, LLC |
7 |
| Commonwealth Bank Of Australia |
7 |
| Elkfork Partners LLC |
7 |
| Cowen Group, Inc. |
7 |
| Axiom International Investors Llc /de |
7 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
7 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
7 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
7 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
7 |
| Mckinley Capital Management Llc /delaware |
7 |
| NewSquare Capital LLC |
7 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
7 |
| Magee Thomson Investment Partners Llc |
7 |
| Erste Asset Management GmbH |
7 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
7 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
7 |
| HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
7 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
7 |
| LGT Financial Advisors LLC |
7 |
| Ionic Capital Management LLC |
7 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
| Ashton Thomas Securities, Llc |
7 |
| Wilbanks Smith & Thomas Asset Management Llc |
7 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
7 |
| River & Mercantile Asset Management Llp |
7 |
| Quent Capital, LLC |
7 |
| Portolan Capital Management, LLC |
7 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
7 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
7 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
7 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
7 |
| Vestmark Advisory Solutions, Inc. |
7 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| Shaolin Capital Management LLC |
7 |
| Spring Creek Capital Llc |
7 |
| Comerica Securities,inc. |
7 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
7 |
| TINY - PROSHARES TRUST - ProShares Nanotechnology ETF |
7 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
7 |
| Guggenheim Active Allocation Fund |
7 |
| Seven Eight Capital, Lp |
7 |
| Hanseatic Management Services Inc |
7 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
7 |
| Yakira Capital Management, Inc. |
7 |
| Zions Bancorporation, N.A. |
7 |
| J. Goldman & Co LP |
7 |
| Bb&t Securities, Llc |
7 |
| Meridian Wealth Partners, LLC |
7 |
| C M Bidwell & Associates Ltd |
7 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
7 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
7 |
| Calamos Wealth Management LLC |
7 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
7 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
7 |
| Bray Capital Advisors |
7 |
| Td Private Client Wealth Llc |
7 |
| Warren Averett Asset Management, LLC |
7 |
| Summit Global Investments |
7 |
| WealthTrust-Arizona, LLC |
7 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
7 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
7 |
| Cribstone Capital Management, LLC |
7 |
| Sequoia Financial Advisors, LLC |
7 |
| Boston Advisors Llc |
7 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
7 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
7 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
7 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
7 |
| EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
7 |
| Bridgewater Associates, LP |
7 |
| Capstone Asset Management Co |
7 |
| Confluence Wealth Services, Inc. |
7 |
| Mascoma Wealth Management LLC |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
7 |
| APG Asset Management N.V. |
7 |
| Mv Capital Management, Inc. |
7 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
7 |
| VEMY - Virtus ETF Trust II - Virtus Stone Harbor Emerging Markets High Yield Bond ETF |
7 |
| Tsfg, Llc |
7 |
| Grove Bank & Trust |
7 |
| JNBA Financial Advisors |
7 |
| Brinker Capital Inc |
7 |
| Operose Advisors LLC |
7 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
7 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
7 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
7 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
7 |
| Numeric Investors Llc |
7 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
7 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
7 |
| Financial Network Wealth Advisors LLC |
7 |
| WESPAC Advisors SoCal, LLC |
7 |
| GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
7 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
7 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
| CenterBook Partners LP |
7 |
| Colony Group Llc |
7 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
7 |
| Simon Quick Advisors, Llc |
7 |
| Inspire Advisors, LLC |
7 |
| Kestra Private Wealth Services, Llc |
7 |
| Pnc Funds |
7 |
| Glen Eagle Advisors, LLC |
7 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
7 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
7 |
| Etf Managers Group, Llc |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
7 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
7 |
| Xact Kapitalforvaltning AB |
7 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
7 |
| Kepos Capital LP |
7 |
| Enterprise Financial Services Corp |
7 |
| PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
7 |
| Venture Visionary Partners LLC |
7 |
| Lighthouse Investment Partners, LLC |
7 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| TRFM - ETF Series Solutions - AAM Transformers ETF |
7 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
7 |
| High Note Wealth, LLC |
7 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
7 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
7 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
7 |
| Wealthcare Advisory Partners LLC |
7 |
| Stonebridge Capital Advisors LLC |
7 |
| Thornburg Investment Management Inc |
7 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
| Vestcor Inc |
7 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
7 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
7 |
| Wealth Alliance |
7 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
7 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
7 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
7 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
7 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
7 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
7 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
7 |
| Ironwood Investment Management Llc |
7 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
| Boston Common Asset Management, LLC |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| CVA Family Office, LLC |
7 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
7 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
7 |
| GLG Partners LP |
7 |
| Symphony Financial, Ltd. Co. |
7 |
| Bayforest Capital Ltd |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
7 |
| South Dakota Investment Council |
7 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
7 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
7 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
7 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
7 |
| MMCAP International Inc. SPC |
7 |
| DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
7 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
7 |
| Barrow Hanley Mewhinney & Strauss Llc |
7 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
7 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
7 |
| Archer Investment Corp |
7 |
| SAC Capital Advisors LP |
7 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
7 |
| Bank Of Nova Scotia |
7 |
| Foundry Partners, LLC |
7 |
| Prudential Plc |
7 |
| Friess Associates Llc |
7 |
| Ing Groep Nv |
7 |
| Net Worth Advisory Group |
7 |
| IHT Wealth Management, LLC |
7 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
7 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
7 |
| Financial Advocates Investment Management |
7 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
7 |
| Empyrean Capital Partners, LP |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
| GV Financial Advisors |
7 |
| Timber Hill LLC |
7 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
7 |
| DnB Asset Management AS |
7 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
7 |
| Gabelli Dividend & Income Trust |
7 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
7 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
7 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
7 |
| Trillium Asset Management, Llc |
7 |
| West Oak Capital, LLC |
7 |
| Basso Capital Management, L.p. |
7 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
7 |
| Disciplined Investments, LLC |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
7 |
| Eqis Capital Management, Inc. |
7 |
| Chicago Equity Partners Llc |
7 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
7 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
7 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
7 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
7 |
| Deere & Co |
7 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
| Optiver Holding B.V. |
7 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
7 |
| Penn Capital Management Co Inc |
7 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
7 |
| Sigma Planning Corp |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
7 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
7 |
| Vanguard Horizon Funds |
7 |
| Independent Advisor Alliance |
7 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
7 |
| Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) |
7 |
| 683 Capital Management, LLC |
7 |
| Capula Management Ltd |
7 |
| McIlrath & Eck, LLC |
7 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
7 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
7 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
7 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
7 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
7 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
7 |
| Ajo, Lp |
7 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
7 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
7 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
7 |
| Emerald Investment Partners, Llc |
7 |
| Mark Sheptoff Financial Planning, Llc |
7 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
7 |
| Castleview Partners, Llc |
7 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
7 |
| Stephens Investment Management Group LLC |
7 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
7 |
| Ropes Wealth Advisors Llc |
7 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
7 |
| Sandy Spring Bank |
7 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
7 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
7 |
| Altshuler Shaham Ltd |
7 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
7 |
| Ratan Capital Management LP |
7 |
| Natixis Investment Managers International |
7 |
| Sageworth Trust Co of South Dakota |
7 |
| VCBDX - VALIC Co I - Core Bond Fund |
7 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
7 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
7 |
| Bbva Usa |
7 |
| Telemark Asset Management, LLC |
6 |
| BDO Wealth Advisors, LLC |
6 |
| Column Capital Advisors, LLC |
6 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
6 |
| NMIEX - Northern Funds - Active M International Equity Fund |
6 |
| Phoenix Holdings Ltd. |
6 |
| Pendal Group Ltd |
6 |
| Lenox Wealth Management, Inc. |
6 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
6 |
| Capital Bank & Trust Co |
6 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
| Baystate Wealth Management LLC |
6 |
| Bluefin Capital Management, Llc |
6 |
| Arkadios Wealth Advisors |
6 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
6 |
| Paradigm Capital Management Inc/ny |
6 |
| Arlington Partners LLC |
6 |
| Kovack Advisors, Inc. |
6 |
| New England Research & Management, Inc. |
6 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
6 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
6 |
| Planned Solutions, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
6 |
| P Schoenfeld Asset Management Lp |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| Harvey Partners, LLC |
6 |
| Denali Advisors Llc |
6 |
| Barings Llc |
6 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
6 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
6 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
6 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
6 |
| Hollencrest Capital Management |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
6 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
6 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
6 |
| Wasatch Advisors Inc |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
6 |
| Portside Wealth Group, LLC |
6 |
| Toth Financial Advisory Corp |
6 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
6 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
6 |
| Blackrock Core Bond Trust |
6 |
| Blackrock Ltd Duration Income Trust |
6 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| Northwest Financial Advisors |
6 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
6 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
6 |
| Kelly Financial Services LLC |
6 |
| Knight Capital Group, Inc. |
6 |
| Gilder Gagnon Howe & Co Llc |
6 |
| Virtus Global Multi-sector Income Fund |
6 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
6 |
| Prudential Global Short Duration High Yield Fund, Inc. |
6 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
6 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
6 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
6 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
6 |
| Voya Financial Advisors, Inc. |
6 |
| Pier Capital, LLC |
6 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
| Allianzgi Equity & Convertible Income Fund |
6 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
6 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
6 |
| RBB FUND, INC. - Aquarius International Fund |
6 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
6 |
| Df Dent & Co Inc |
6 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
6 |
| Northern Trust Co Of Connecticut |
6 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
6 |
| Balentine LLC |
6 |
| VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| Bank Julius Baer & Co. Ltd, Zurich |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
| Ballentine Partners, LLC |
6 |
| PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
6 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
6 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
6 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
6 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
| NJ State Employees Deferred Compensation Plan |
6 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
6 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
6 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
6 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
6 |
| Hilltop National Bank |
6 |
| Triasima Portfolio Management inc. |
6 |
| PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
6 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
| Blackrock 2022 Global Income Opportunity Trust |
6 |
| IBOT - VanEck ETF Trust - VanEck Robotics ETF |
6 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
6 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
6 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
6 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
6 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
6 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
6 |
| NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
6 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
6 |
| King Luther Capital Management Corp |
6 |
| Morgan Stanley Emerging Markets Debt Fund Inc |
6 |
| Fortress Investment Group LLC |
6 |
| Western Asset Emerging Markets Debt Fund Inc. |
6 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
6 |
| Capital Research Global Investors |
6 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
6 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
| Private Wealth Management Group, LLC |
6 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
6 |
| CAPROCK Group, Inc. |
6 |
| Boussard & Gavaudan Investment Management LLP |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
6 |
| R Squared Ltd |
6 |
| APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares |
6 |
| PIMCO Flexible Emerging Markets Income Fund |
6 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
6 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
6 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
6 |
| Aristides Capital LLC |
6 |
| Artemis Investment Management LLP |
6 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
6 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
6 |
| Cornerstone Advisors, Inc. |
6 |
| Brant Point Investment Management Llc |
6 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
6 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
6 |
| Karp Capital Management Corp |
6 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
6 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
6 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
6 |
| Chicago Partners Investment Group LLC |
6 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
6 |
| Clark Capital Management Group, Inc. |
6 |
| Glg Llc |
6 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
6 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
6 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
6 |
| Mission Wealth Management, Lp |
6 |
| Financial Perspectives, Inc |
6 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
6 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
6 |
| Vaughan Nelson Investment Management, L.p. |
6 |
| Qci Asset Management Inc/ny |
6 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
6 |
| Koshinski Asset Management, Inc. |
6 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
6 |
| Oliver Lagore Vanvalin Investment Group |
6 |
| Psagot Value Holdings Ltd. / (Israel) |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| Capital Guardian Trust Co |
6 |
| Koch Industries Inc |
6 |
| GeoWealth Management, LLC |
6 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
6 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
6 |
| Commerzbank Aktiengesellschaft /fi |
6 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
6 |
| Conning Inc. |
6 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
6 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
6 |
| Weaver Consulting Group |
6 |
| Coastal Investment Advisors, Inc. |
6 |
| WealthStone, Inc. |
6 |
| Next Financial Holdings |
6 |
| Tfo-tdc, Llc |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| IMC-Chicago, LLC |
6 |
| PIMCO FUNDS - PIMCO EM Bond and Short-Term Investments Portfolio |
6 |
| Raleigh Capital Management Inc. |
6 |
| RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity |
6 |
| Prestige Wealth Management Group LLC |
6 |
| First Interstate Bank |
6 |
| L & S Advisors Inc |
6 |
| Fiera Capital Corp |
6 |
| Easterly Investment Partners Llc |
6 |
| Kore Private Wealth LLC |
6 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
6 |
| Roubaix Capital, LLC |
6 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
6 |
| Zebra Capital Management LLC |
6 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
6 |
| Princeton Global Asset Management LLC |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
6 |
| Carlson Capital L P |
6 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
| Boston Private Bank & Trust Co |
6 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
6 |
| Quest Capital Management Inc /adv |
6 |
| Dynamic Technology Lab Pte Ltd |
6 |
| Clinton Group Inc |
6 |
| TradeLink Capital LLC |
6 |
| VisionPoint Advisory Group, LLC |
6 |
| 1832 Asset Management L.P. |
6 |
| Agf Investments Inc. |
6 |
| B. Metzler seel. Sohn & Co. AG |
6 |
| Washington Trust Advisors, Inc. |
6 |
| Tortoise Investment Management, LLC |
6 |
| Hussman Strategic Advisors, Inc. |
6 |
| AlphaMark Advisors, LLC |
6 |
| Caxton Associates Llp |
6 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
6 |
| Clean Yield Group |
6 |
| Korea Investment CORP |
6 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
6 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
6 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
| Hudock, Inc. |
6 |
| HFM Investment Advisors, LLC |
6 |
| Sheaff Brock Investment Advisors, LLC |
6 |
| Global Wealth Management Investment Advisory, Inc. |
6 |
| Cassady Schiller Wealth Management, LLC |
6 |
| Asset Dedication, LLC |
6 |
| RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
6 |
| Ostrum Asset Management |
6 |
| Migdal Insurance & Financial Holdings Ltd. |
6 |
| Bay Harbor Wealth Management, LLC |
6 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
6 |
| Andra AP-fonden |
6 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
6 |
| Congress Wealth Management LLC / DE / |
6 |
| ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
6 |
| Covington Capital Management |
6 |
| Magnus Financial Group LLC |
6 |
| Axq Capital, Lp |
6 |
| Shapiro Robert N |
6 |
| MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II |
6 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
6 |
| DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
6 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
6 |
| New England Securities Corp /MA/ |
6 |
| Scientech Research LLC |
6 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
6 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
6 |
| WFG Advisors, LP |
6 |
| Archford Capital Strategies, LLC |
6 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
6 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
6 |
| National Planning Corp |
6 |
| Sandler Capital Management |
6 |
| Gladstone Institutional Advisory LLC |
6 |
| Duality Advisers, Lp |
6 |
| Monarch Partners Asset Management LLC |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| Aptus Capital Advisors, LLC |
6 |
| Turner Investments, L.p. |
6 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
6 |
| Next Capital Management LLC |
6 |
| Colony Group, LLC |
6 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
6 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
6 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
6 |
| Coe Capital Management, LLC |
6 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
6 |
| Mendota Financial Group, LLC |
6 |
| Integrated Investment Consultants, LLC |
6 |
| AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF |
6 |
| Hardy Reed LLC |
6 |
| Invictus RG |
6 |
| Private Wealth Asset Management, LLC |
6 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
6 |
| SECOR Capital Advisors, LP |
6 |
| Commerce Bank |
6 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
6 |
| Selective Wealth Management, Inc. |
6 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
6 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| Stone Ridge Asset Management LLC |
6 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
| First Quadrant L P/ca |
6 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
6 |
| Redmond Asset Management, LLC |
6 |
| CX Institutional |
6 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
6 |
| Minichmacgregor Wealth Management, Llc |
6 |
| RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
6 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
6 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
6 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
6 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
6 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
6 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
6 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
6 |
| Lombard Odier Asset Management (Switzerland) SA |
6 |
| Blackrock Multi-sector Opportunities Trust |
6 |
| WASHINGTON TRUST Co |
6 |
| VIOPX - VALIC Co I - International Opportunities Fund |
6 |
| Segantii Capital Management Ltd |
6 |
| Banque Pictet & Cie Sa |
6 |
| Carnegie Capital Asset Management, LLC |
6 |
| Integrated Wealth Concepts LLC |
6 |
| FIL Ltd |
6 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
| Armstrong Advisory Group, Inc |
6 |
| Ceredex Value Advisors LLC |
6 |
| Confluence Investment Management Llc |
6 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
6 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
6 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
6 |
| Sierra Capital LLC |
6 |
| Rialto Wealth Management, LLC |
6 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| American National Bank |
6 |
| Creative Financial Designs Inc /adv |
6 |
| Advent Capital Management /de/ |
6 |
| Marino, Stram & Associates Llc |
6 |
| CastleArk Alternatives, LLC |
6 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
6 |
| Continuum Advisory, LLC |
6 |
| Scout Investments, Inc. |
6 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
6 |
| Congress Asset Management Co /ma |
6 |
| Diametric Capital, LP |
6 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
6 |
| Brasada Capital Management, Lp |
6 |
| Pfs Investments Inc. |
6 |
| Better Money Decisions, LLC |
6 |
| AHL Partners LLP |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
6 |
| Kerrisdale Advisers, LLC |
6 |
| Humankind Benefit Corp - Humankind US Stock ETF |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
6 |
| Brewin Dolphin Ltd |
6 |
| Colonial Trust Co / SC |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
6 |
| Merit Financial Group, LLC |
6 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
6 |
| BNP Paribas Investment Partners S.A. |
6 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
6 |
| Childress Capital Advisors, Llc |
6 |
| Investors Research Corp |
6 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
6 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
6 |
| Argent Capital Management Llc |
6 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Emerging Markets Bond Portfolio |
6 |
| Advisor Partners Ii, Llc |
6 |
| Delta Asset Management Llc/tn |
6 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
6 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
6 |
| Redwood Investment Management, Llc |
6 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| First New York Securities Llc /ny |
6 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
6 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
6 |
| Munder Capital Management |
6 |
| Sei Trust Co |
6 |
| Kowal Investment Group, LLC |
6 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
6 |
| Chevy Chase Trust Holdings, Inc. |
6 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
6 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
6 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
6 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
6 |
| Bellwether Investment Group, LLC |
6 |
| Northpointe Capital Llc |
6 |
| CenterStar Asset Management, LLC |
6 |
| Tradition Wealth Management, LLC |
6 |
| Princeton Alpha Management LP |
6 |
| EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A |
6 |
| Claraphi Advisory Network, LLC |
6 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
6 |
| Peregrine Capital Management Llc |
6 |
| Polar Capital Holdings Plc |
6 |
| Bollard Group LLC |
6 |
| TimesSquare Capital Management, LLC |
6 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
6 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
6 |
| Select Equity Group, L.P. |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
6 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
6 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
6 |
| Kestra Investment Management, LLC |
6 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
6 |
| YHB Investment Advisors, Inc. |
6 |
| Kilter Group LLC |
6 |
| RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class |
6 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
6 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
6 |
| Shaker Investments Llc/oh |
6 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
| Advisor Partners Llc |
6 |
| Columbus Circle Investors |
6 |
| Athena Capital Advisors Llc |
6 |
| Adviser Investments LLC |
6 |
| Golden State Equity Partners |
6 |
| Ieq Capital, Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
6 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
6 |
| Samalin Investment Counsel, LLC |
6 |
| Jaffetilchin Investment Partners, LLC |
6 |
| Meadow Creek Investment Management LLC |
6 |
| Neuburgh Advisers LLC |
6 |
| Winton Diversified Opportunities Fund |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
| Great Diamond Partners, LLC |
6 |
| Ritholtz Wealth Management |
6 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
6 |
| Motco |
6 |
| Sage Mountain Advisors LLC |
6 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
6 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
6 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
6 |
| Geneva Advisors, LLC |
6 |
| Pinnacle Bancorp, Inc. |
6 |
| Blackrock Multi-sector Income Trust |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
6 |
| Westside Investment Management, Inc. |
6 |
| Gyon Technologies Capital Management, LP |
6 |
| Financial Management Professionals, Inc. |
6 |
| Azzad Asset Management Inc /adv |
6 |
| Mfs Multimarket Income Trust |
6 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
6 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
5 |
| VitalStone Financial, LLC |
5 |
| Kingdon Capital Management, L.l.c. |
5 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
5 |
| Horizon Investments, LLC |
5 |
| HighVista Strategies LLC |
5 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
5 |
| Wakefield Asset Management LLLP |
5 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
5 |
| Total Clarity Wealth Management, Inc. |
5 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
5 |
| PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
5 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
5 |
| Stonebridge Financial Group, LLC |
5 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
5 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| Freestone Grove Partners LP |
5 |
| Icon Wealth Advisors, LLC |
5 |
| MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
5 |
| DecisionPoint Financial, LLC |
5 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
5 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
5 |
| CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF |
5 |
| Retirement Systems of Alabama |
5 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
5 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
5 |
| General Motors Investment Management Corp |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| Duncker Streett & Co Inc |
5 |
| Westport Resources Management Inc |
5 |
| Epoch Investment Partners, Inc. |
5 |
| Aberdeen Global Income Fund Inc |
5 |
| Interval Partners, LP |
5 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
| Semanteon Capital Management, LP |
5 |
| Valley National Advisers Inc |
5 |
| BlackRock ETF Trust - BlackRock Future Tech ETF |
5 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
5 |
| Zions Bancorporation |
5 |
| Blackrock Master Llc |
5 |
| FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
5 |
| Wesbanco Bank Inc |
5 |
| Activest Wealth Management |
5 |
| SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I |
5 |
| RMB Capital Management, LLC |
5 |
| Exencial Wealth Advisors, Llc |
5 |
| Equitable Trust Co |
5 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
5 |
| IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
5 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
5 |
| RFP Financial Group LLC |
5 |
| Pflug Koory, LLC |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
5 |
| DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
5 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
5 |
| Profunds - Profund Vp Small-cap Growth |
5 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
5 |
| 361 Capital Llc |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| G2 Investment Partners Management LLC |
5 |
| Norden Group Llc |
5 |
| Dorsey & Whitney Trust CO LLC |
5 |
| Zweig-DiMenna Associates LLC |
5 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
5 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
5 |
| V-Square Quantitative Management LLC |
5 |
| Grandeur Peak Global Advisors, LLC |
5 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
5 |
| Mason Street Advisors, Llc |
5 |
| Nikko Asset Management Americas, Inc. |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| Fidelis Capital Partners, LLC |
5 |
| Vise Technologies, Inc. |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| Legacy Advisors, LLC |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
5 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
5 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
5 |
| Fulton Bank, N.a. |
5 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
5 |
| Gts Securities Llc |
5 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
5 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
5 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
5 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
5 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
5 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
5 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
5 |
| Sit Investment Associates Inc |
5 |
| Unique Wealth Strategies, LLC |
5 |
| Ruggie Capital Group |
5 |
| WMS Partners, LLC |
5 |
| IMA Wealth, Inc. |
5 |
| Kistler-Tiffany Companies, LLC |
5 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
| BBT Capital Management, LLC |
5 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
5 |
| T. Rowe Price Investment Management, Inc. |
5 |
| Gen-Wealth Partners Inc |
5 |
| Kovitz Investment Group Partners, LLC |
5 |
| YorkBridge Wealth Partners, LLC |
5 |
| Swedbank AB |
5 |
| Eagle Global Advisors Llc |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
5 |
| BBVA USA Bancshares, Inc. |
5 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
5 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
5 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
5 |
| OneAscent Wealth Management LLC |
5 |
| Bluefin Trading, LLC |
5 |
| Harber Asset Management Llc |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
5 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
5 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
5 |
| FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
5 |
| Cvi Holdings, Llc |
5 |
| Heritage Wealth Management, Llc |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
5 |
| Highline Wealth Partners Llc |
5 |
| John Hancock Hedged Equity & Income Fund |
5 |
| Change Path, LLC |
5 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
5 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
5 |
| FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
5 |
| Summit Partners Public Asset Management, Llc |
5 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
5 |
| Atticus Wealth Management, Llc |
5 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
5 |
| Winch Advisory Services, LLC |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
5 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
| Cambridge Trust Co |
5 |
| Columbia Partners L L C Investment Management |
5 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
5 |
| Mosaic Family Wealth, LLC |
5 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
| PenderFund Capital Management Ltd. |
5 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
5 |
| Bruce G. Allen Investments, LLC |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
5 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
5 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| Associated Banc-corp |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
| Leavell Investment Management, Inc. |
5 |
| PFG Advisors |
5 |
| JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A |
5 |
| Meritage Portfolio Management |
5 |
| Psagot Investment House Ltd. |
5 |
| ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund |
5 |
| Lincoln National Corp |
5 |
| Evercore Wealth Management, LLC |
5 |
| Suffolk Capital Management Llc |
5 |
| Mainstay Capital Management Llc /adv |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| Global X Management CO LLC |
5 |
| People's United Financial, Inc. |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
5 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
5 |
| Vanguard Explorer Fund |
5 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
5 |
| First Personal Financial Services |
5 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
5 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| Lee Financial Co |
5 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
5 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
5 |
| Cupps Capital Management, LLC |
5 |
| ARS Investment Partners, LLC |
5 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
| Eastern Bank |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
5 |
| Logan Capital Management Inc |
5 |
| NewEdge Wealth, LLC |
5 |
| LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
5 |
| Cherry Tree Wealth Management, LLC |
5 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
5 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
5 |
| Axxcess Wealth Management, Llc |
5 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
5 |
| Global Macro Portfolio - Global Macro Portfolio |
5 |
| Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio |
5 |
| Ibex Investors LLC |
5 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
| Gdl Fund |
5 |
| Kcm Investment Advisors Llc |
5 |
| Capitolis Advisors LLC |
5 |
| Oaktree Capital Management Lp |
5 |
| EA Series Trust |
5 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
5 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
5 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
5 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
5 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
5 |
| Sig Brokerage, Lp |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| Rsm Us Wealth Management Llc |
5 |
| M&r Capital Management Inc |
5 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
5 |
| Hodges Capital Management Inc. |
5 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
5 |
| CenterStar Fund, LLC |
5 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
| G&S Capital LLC |
5 |
| Sound Income Strategies, LLC |
5 |
| Nuveen Global High Income Fund |
5 |
| Nissay Asset Management Corp /japan/ /adv |
5 |
| Athanor Capital, Lp |
5 |
| Spears Abacus Advisors LLC |
5 |
| Shay Capital LLC |
5 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
5 |
| Piscataqua Savings Bank |
5 |
| E Fund Management Co., Ltd. |
5 |
| Americana Partners, LLC |
5 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
5 |
| Oppenheimer Variable Account Funds |
5 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
5 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
5 |
| First Citizens Bank & Trust Co |
5 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
5 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
5 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
5 |
| First PREMIER Bank |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
5 |
| Bragg Financial Advisors, Inc |
5 |
| Clear Harbor Asset Management, LLC |
5 |
| Jag Capital Management, Llc |
5 |
| Legacy Wealth Asset Management, LLC |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
5 |
| Ruffer LLP |
5 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
5 |
| AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
5 |
| Rosenberg Matthew Hamilton |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| Invesco Bond Fund |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| Tyers Asset Management LLC |
5 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
5 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| Shine Investment Advisory Services Inc |
5 |
| BlackRock Japan Co. Ltd |
5 |
| SOA Wealth Advisors, LLC. |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
| Spouting Rock Asset Management, LLC |
5 |
| Osborn Rohs Williams & Donohoe Ltd |
5 |
| Leelyn Smith, LLC |
5 |
| Perkins Coie Trust Co |
5 |
| Index Management Solutions, LLC |
5 |
| Diker Management Llc |
5 |
| Icon Wealth Partners, LLC |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
| WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
5 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
5 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| Mitsubishi UFJ Trust & Banking Corp |
5 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
5 |
| Moody Aldrich Partners Llc |
5 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
5 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
5 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| Ferris Capital, Llc |
5 |
| Wetherby Asset Management Inc |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
5 |
| Caldwell Securities, Inc |
5 |
| Creekmur Asset Management LLC |
5 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
5 |
| Aurora Investment Counsel |
5 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
5 |
| First Pacific Financial |
5 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
5 |
| ORG Partners LLC |
5 |
| Eaton Vance Short Duration Diversified Income Fund |
5 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
5 |
| Royal Fund Management, LLC |
5 |
| Virtus Global Dividend & Income Fund Inc. |
5 |
| Jackson Creek Investment Advisors LLC |
5 |
| SG3 Management, LLC |
5 |
| EMC Capital Management |
5 |
| Dean Capital Management |
5 |
| Kozak & Associates, Inc. |
5 |
| Founders Financial Alliance, LLC |
5 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
5 |
| Veracity Capital LLC |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| Trustcore Financial Services, Llc |
5 |
| SevenBridge Financial Group, LLC |
5 |
| Fortis Advisors, LLC |
5 |
| Worth Venture Partners, LLC |
5 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
5 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
5 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
5 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
5 |
| EWJ - iShares, Inc. - iShares MSCI Japan ETF |
5 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
5 |
| Schechter Investment Advisors, LLC |
5 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
5 |
| BlackRock Multi-Sector Opportunities Trust II |
5 |
| Tibra Equities Europe Ltd |
5 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
5 |
| Marxe Austin W & Greenhouse David M |
5 |
| McClarren Financial Advisors, Inc. |
5 |
| BOK Financial Private Wealth, Inc. |
5 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
5 |
| Waratah Capital Advisors Ltd. |
5 |
| Standard Family Office LLC |
5 |
| Squar Milner Financial Services Llc |
5 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
5 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
5 |
| Mangrove Partners |
5 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| Rockbridge Investment Management, LCC |
5 |
| KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF |
5 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
5 |
| Conestoga Capital Advisors, LLC |
5 |
| Exos Asset Management LLC |
5 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
5 |
| Appian Way Asset Management LP |
5 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
5 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
5 |
| Capital International Investors |
5 |
| HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
5 |
| Calton & Associates, Inc. |
5 |
| PRNT - Ark ETF Trust - The 3D Printing ETF |
5 |
| Quantessence Capital LLC |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| Interchange Capital Partners, LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
5 |
| Advisory Alpha, LLC |
5 |
| Geduld E E |
5 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
5 |
| Wealthspire Advisors, LLC |
5 |
| Vident Advisory, LLC |
5 |
| Rakuten Securities, Inc. |
5 |
| Foresters Investment Management Company, Inc. |
5 |
| Pensionmark Financial Group, Llc |
5 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
5 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
5 |
| Rossby Financial, LCC |
5 |
| K.J. Harrison & Partners Inc |
5 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
5 |
| ISAM Funds (UK) Ltd |
5 |
| Mcdonald Partners Llc |
5 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
5 |
| WealthPLAN Partners, LLC |
5 |
| DeepCurrents Investment Group LLC |
5 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
5 |
| TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
5 |
| Albion Financial Group /ut |
5 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
| West Paces Advisors Inc. |
5 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
5 |
| TRUE Private Wealth Advisors |
5 |
| Mill Creek Capital Advisors, LLC |
5 |
| Laurel Wealth Advisors, Inc. |
5 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A |
5 |
| Raiffeisen Bank International AG |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| Camarda Financial Advisors, LLC |
5 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
| Annex Advisory Services, LLC |
5 |
| MUFG Securities EMEA plc |
5 |
| D'Orazio & Associates, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| Traynor Capital Management, Inc. |
5 |
| Manchester Financial Inc |
5 |
| Shell Asset Management Co |
5 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
5 |
| Parametrica Management Ltd |
5 |
| Altfest L J & Co Inc |
5 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
5 |
| Ausdal Financial Partners, Inc. |
5 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
5 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
5 |
| Private Ocean, LLC |
5 |
| Longfellow Investment Management Co Llc |
5 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
5 |
| Voleon Capital Management Lp |
5 |
| Moisand Fitzgerald Tamayo, LLC |
5 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
5 |
| Hughes Financial Services, LLC |
5 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
5 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
| Mirova |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
5 |
| Wbi Investments, Inc. |
5 |
| HWG Holdings LP |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
5 |
| Ameritas Advisory Services, LLC |
5 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
5 |
| StoneX Group Inc. |
5 |
| Rothschild Investment Corp /il |
5 |
| Avalon Trust Co |
5 |
| Thematics Asset Management |
5 |
| Brookstone Capital Management |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| Ten Capital Wealth Advisors, LLC |
5 |
| Triad Wealth Partners, LLC |
5 |
| Machina Capital S.a.s. |
5 |
| Deltec Asset Management Llc |
5 |
| Neo Ivy Capital Management |
5 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
5 |
| PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| Krilogy Financial LLC |
5 |
| DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I |
5 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
5 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
| FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
5 |
| Dean Investment Associates, Llc |
5 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
5 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
| Elequin Capital Lp |
5 |
| PRW Wealth Management LLC |
5 |
| Tygh Capital Management, Inc. |
5 |
| Cape Investment Advisory, Inc. |
5 |
| First Bank & Trust |
5 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
5 |
| Great Valley Advisor Group, Inc. |
5 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
5 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
5 |
| Gruber & Mcbaine Capital Management Llc |
5 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
5 |
| Li Winifred I |
5 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
| HB Wealth Management, LLC |
5 |
| Zullo Investment Group, Inc. |
5 |
| BI Asset Management Fondsmaeglerselskab A/S |
5 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
5 |
| State Of Michigan Retirement System |
5 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
5 |
| Global X Funds |
5 |
| Scotia Capital Inc. |
5 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
5 |
| Regentatlantic Capital Llc |
5 |
| RMR Wealth Builders |
5 |
| Perritt Capital Management Inc |
5 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| Forum Financial Management, LP |
5 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
5 |
| Freestone Capital Holdings, LLC |
5 |
| EFG Asset Management (North America) Corp. |
5 |
| Ativo Capital Management LLC |
5 |
| Contravisory Investment Management, Inc. |
5 |
| Denver Investment Advisors Llc |
5 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
5 |
| Byrne Asset Management LLC |
5 |
| Amplius Wealth Advisors, LLC |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| EULAV Asset Management |
5 |
| Wealthcare Capital Management Llc |
5 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
5 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
5 |
| Barrett Asset Management, LLC |
5 |
| IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
5 |
| Copeland Capital Management, LLC |
5 |
| Sugarloaf Wealth Management, LLC |
5 |
| Apollon Wealth Management, LLC |
5 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
| Beaumont Financial Partners, LLC |
5 |
| Echo Street Capital Management LLC |
5 |
| Cavalier Investments, LLC |
5 |
| Simplicity Wealth,LLC |
5 |
| CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF |
5 |
| Lmcg Investments, Llc |
5 |
| Earnest Partners Llc |
5 |
| Firsthand Capital Management, Inc. |
5 |
| Millrace Asset Group, Inc. |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
5 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
5 |
| Western Asset Global High Income Fund Inc. |
5 |
| HighPoint Advisor Group LLC |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| Linden Thomas Advisory Services, LLC |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
5 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
5 |
| OneAscent Financial Services LLC |
5 |
| 272 Capital LP |
5 |
| Robeco Schweiz AG |
5 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
5 |
| Davy Global Fund Management Ltd |
5 |
| Hennessy Advisors Inc |
5 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
5 |
| Bahl & Gaynor Inc |
5 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
5 |
| BRYN MAWR TRUST Co |
5 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
5 |
| Clear Creek Financial Management, LLC |
5 |
| Pax World Management Llc |
5 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
5 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
5 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
5 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
5 |
| Champlain Investment Partners, LLC |
5 |
| Coastal Capital Group, Inc. |
5 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
5 |
| Integrated Wealth Management |
5 |
| ArrowMark Colorado Holdings LLC |
5 |
| TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
5 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
5 |
| DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
5 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
| Marquette Asset Management, LLC |
5 |
| PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF |
5 |
| WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
5 |
| Campbell Multi-strategy Trust |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| Daruma Capital Management Llc |
5 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
5 |
| GAM Holding AG |
5 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
5 |
| Spot Trading L.l.c. |
5 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
5 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
5 |
| Pinnacle Financial Partners Inc |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| New Age Alpha Advisors, LLC |
5 |
| BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
5 |
| BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF |
5 |
| CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
5 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
5 |
| Reliance Trust Co Of Delaware |
5 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
5 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
5 |
| Frontier Capital Management Co Llc |
5 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
5 |
| Capital Asset Advisory Services LLC |
5 |
| Verus Capital Partners, Llc |
5 |
| Chilton Capital Management Llc |
5 |
| Lucus Advisors Llc |
5 |
| Davis R M Inc |
5 |
| QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
5 |
| Ramius Advisors Llc |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
5 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
5 |
| Oarsman Capital, Inc. |
4 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
4 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
4 |
| Criterion Capital Management Llc |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares |
4 |
| Profunds - Profund Vp Small-cap Value |
4 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
4 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
4 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
4 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
4 |
| Water Island Capital Llc |
4 |
| CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
4 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
| NEMDX - Nuveen Managed Accounts Portfolios Trust - Nuveen Emerging Markets Debt Managed Accounts Portfolio Common Shares |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| Meeder Advisory Services, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
4 |
| WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
4 |
| WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
4 |
| WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
4 |
| LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares |
4 |
| Scopus Asset Management, L.p. |
4 |
| LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio |
4 |
| Angelo Gordon & Co., L.p. |
4 |
| LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| Cushing Asset Management, Lp |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| Fortis Capital Advisors, LLC |
4 |
| BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 |
4 |
| Dialectic Capital Management, Lp |
4 |
| Mycio Wealth Partners, Llc |
4 |
| NorthCoast Asset Management LLC |
4 |
| West Coast Financial LLC |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| Waldron Private Wealth LLC |
4 |
| West Tower Group, LLC |
4 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
4 |
| ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF |
4 |
| Greenland Capital Management LP |
4 |
| Cutter & CO Brokerage, Inc. |
4 |
| Trust Point Inc. |
4 |
| YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
| Primecap Management Co/ca/ |
4 |
| Gofen & Glossberg Llc /il/ |
4 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
4 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
| Qsemble Capital Management, LP |
4 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
4 |
| McGlone Suttner Wealth Management, Inc. |
4 |
| DT Investment Partners, LLC |
4 |
| Cordasco Financial Network |
4 |
| Taylor Frigon Capital Management LLC |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
| Beaumont Financial Advisors, LLC |
4 |
| Senvest Management, LLC |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
4 |
| Cim, Llc |
4 |
| Trifecta Capital Advisors, LLC |
4 |
| 1st Global Advisors, Inc. |
4 |
| American Research & Management Co. |
4 |
| SHOC - EA Series Trust - Strive U.S. Semiconductor ETF |
4 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
4 |
| Malaga Cove Capital, LLC |
4 |
| City Holding Co |
4 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Alpha Windward Llc |
4 |
| ICA Group Wealth Management, LLC |
4 |
| Parnassus Investments /ca |
4 |
| IMS Capital Management |
4 |
| Delta Lloyd Nv |
4 |
| Putnam Fl Investment Management Co |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| Webster Bank, N. A. |
4 |
| Telemus Capital, Llc |
4 |
| Bridges Investment Management Inc |
4 |
| Whipplewood Advisors, LLC |
4 |
| IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
4 |
| Country Trust Bank |
4 |
| WealthTrak Capital Management LLC |
4 |
| Fedenia Advisers LLC |
4 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
4 |
| Edge Wealth Management LLC |
4 |
| Private Asset Management Inc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
| CHICAGO TRUST Co NA |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| Hilton Capital Management, LLC |
4 |
| Sierra Ocean, Llc |
4 |
| Capital Management Associates /ny/ |
4 |
| Park National Corp /oh/ |
4 |
| Marathon Capital Management |
4 |
| Tanaka Capital Management Inc |
4 |
| SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
4 |
| Bruderman Asset Management, LLC |
4 |
| Strategic Wealth Advisors Group, LLC |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| Next Century Growth Investors Llc |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| HighTower Trust Services, LTA |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF |
4 |
| Heck Capital Advisors, LLC |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
4 |
| Pacific Ridge Capital Partners, LLC |
4 |
| IXN - iSHARES TRUST - iShares Global Tech ETF |
4 |
| Pinnacle Wealth Management Advisory Group, LLC |
4 |
| CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
4 |
| Avanza Fonder AB |
4 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
| Alexandria Capital, LLC |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| Bowling Portfolio Management LLC |
4 |
| Nilsine Partners, LLC |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| Baader Bank INC |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Concentric Capital Strategies, LP |
4 |
| Greenwich Wealth Management LLC |
4 |
| Hazlett, Burt & Watson, Inc. |
4 |
| Guardian Life Insurance Co Of America |
4 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
4 |
| Utah Retirement Systems |
4 |
| Highland Capital Management Fund Advisors, L.p. |
4 |
| Burney Co/ |
4 |
| Destination Wealth Management |
4 |
| Ninety One UK Ltd |
4 |
| My Personal CFO, LLC |
4 |
| Stonebridge Capital Management Inc |
4 |
| Accredited Investors Inc. |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| Falcon Edge Capital, LP |
4 |
| BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class |
4 |
| Artemis Wealth Advisors, LLC |
4 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| Strengthening Families & Communities, LLC |
4 |
| Duff & Phelps Investment Management Co |
4 |
| Belvedere Trading LLC |
4 |
| Rutabaga Capital Management Llc/ma |
4 |
| Palisade Asset Management, LLC |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Ledyard National Bank |
4 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
4 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
| Values First Advisors, Inc. |
4 |
| BXEIX - MassMutual Advantage Funds - MassMutual Emerging Markets Debt Blended Total Return Fund Class I |
4 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
4 |
| Usca Ria Llc |
4 |
| Kessler Investment Group, LLC |
4 |
| Ascent Group, LLC |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
4 |
| TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
4 |
| Independent Solutions Wealth Management, LLC |
4 |
| Bellecapital International Ltd. |
4 |
| AlphaOne Investment Services, LLC |
4 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
4 |
| Loeb Partners Corp |
4 |
| RWC Asset Management LLP |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| Baillie Gifford & Co |
4 |
| Bryce Point Capital, LLC |
4 |
| Gateway Investment Advisers Llc |
4 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
4 |
| Alydar Partners Llc |
4 |
| Maseco Llp |
4 |
| LVW Advisors, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
4 |
| Oak Associates Ltd /oh/ |
4 |
| Highland Capital Management, Llc |
4 |
| Penbrook Management LLC |
4 |
| PFG Investments, LLC |
4 |
| Apriem Advisors |
4 |
| Potomac Capital Management, Inc. |
4 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
4 |
| St Germain D J Co Inc |
4 |
| Royal London Asset Management Ltd |
4 |
| Mbb Public Markets I Llc |
4 |
| Journey Strategic Wealth Llc |
4 |
| RHJ International SA |
4 |
| Lindenwold Advisors |
4 |
| RE Dickinson Investment Advisors, LLC |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| True North Advisors, LLC |
4 |
| IBM Retirement Fund |
4 |
| Gabelli Equity Series Funds Inc |
4 |
| Meitav Dash Investments Ltd |
4 |
| Frank, Rimerman Advisors LLC |
4 |
| Seldon Capital Lp |
4 |
| Pinnbrook Capital Management Lp |
4 |
| Stonegate Investment Group, LLC |
4 |
| Henrickson Nauta Wealth Advisors, Inc. |
4 |
| Cornerstone Advisory, LLC |
4 |
| Kohlberg Kravis Roberts & Co. L.P. |
4 |
| Atlantic Union Bankshares Corp |
4 |
| Boston Trust Walden Corp |
4 |
| Handelsinvest Investeringsforvaltning |
4 |
| Oliver Luxxe Assets LLC |
4 |
| Shellback Capital, LP |
4 |
| Retirement Planning Co of New England, Inc. |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| Renaissance Group Llc |
4 |
| Horan Securities, Inc. |
4 |
| Mint Tower Capital Management B.V. |
4 |
| Tilden Park Management I LLC |
4 |
| Bowen Hanes & Co Inc |
4 |
| Exane Derivatives |
4 |
| Alkeon Capital Management Llc |
4 |
| Syntal Capital Partners, LLC |
4 |
| Dixon Hughes Goodman Wealth Advisors LLC |
4 |
| Yarbrough Capital, LLC |
4 |
| Tradeworx Inc. |
4 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
4 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
4 |
| Washington Trust Bank |
4 |
| Wrapmanager Inc |
4 |
| Whale Rock Capital Management LLC |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| Oak Thistle LLC |
4 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
4 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
4 |
| NorthRock Partners, LLC |
4 |
| AMH Equity Ltd |
4 |
| Deerfield Management Company, L.p. (series C) |
4 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
4 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
4 |
| Cooper Creek Partners Management Llc |
4 |
| Guardian Variable Products Trust - Guardian International Value VIP Fund |
4 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
4 |
| Financial Counselors Inc |
4 |
| Graticule Asia Macro Advisors LLC |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
4 |
| ENVAX - VanEck Funds - Environmental Sustainability Fund Class A |
4 |
| First Allied Advisory Services, Inc. |
4 |
| Wellesley Asset Management |
4 |
| SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF |
4 |
| RPg Family Wealth Advisory, LLC |
4 |
| Advisors Preferred, LLC |
4 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
4 |
| DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
4 |
| ACK Asset Management LLC |
4 |
| Invictus RG Pte. Ltd. |
4 |
| FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
4 |
| Private Wealth Partners, LLC |
4 |
| Dynamic Capital Management Ltd |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| Governors Lane LP |
4 |
| Provenance Wealth Advisors, LLC |
4 |
| Fort, L.p. |
4 |
| FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
4 |
| Cambria Investment Management, L.P. |
4 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
4 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
| Polen Capital Management Llc |
4 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
4 |
| Peapack Gladstone Financial Corp |
4 |
| Accurate Wealth Management, LLC |
4 |
| FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund |
4 |
| TCTC Holdings, LLC |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Marsico Capital Management Llc |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| Atw Spac Management Llc |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| Scholtz & Company, Llc |
4 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
4 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
| Zimmer Partners, LP |
4 |
| Siemens Fonds Invest GmbH |
4 |
| WPG Advisers, LLC |
4 |
| FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund |
4 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Principia Wealth Advisory, LLC |
4 |
| Maple Securities Usa Inc |
4 |
| New Mexico Educational Retirement Board |
4 |
| Bluestein R H & Co |
4 |
| Scott Marsh Financial, LLC |
4 |
| Gardner Lewis Asset Management L P |
4 |
| Baldwin Brothers Inc/ma |
4 |
| ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
4 |
| Nations Financial Group Inc, /ia/ /adv |
4 |
| GRATRY & Co LLC |
4 |
| Gitterman Wealth Management, LLC |
4 |
| Rakuten Investment Management, Inc. |
4 |
| Pallas Capital Advisors LLC |
4 |
| DRW Securities, LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Icon Advisers Inc/co |
4 |
| FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund |
4 |
| CWA Asset Management Group, LLC |
4 |
| Johnson Investment Counsel Inc |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| ORG Wealth Partners, LLC |
4 |
| B. Metzler seel. Sohn & Co. Holding AG |
4 |
| Premier Fund Managers Ltd |
4 |
| White Pine Capital Llc |
4 |
| Baird Robert W & Co Inc /wi/ |
4 |
| Northern Oak Wealth Management Inc |
4 |
| CPG Cooper Square International Equity, LLC |
4 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
4 |
| Genesee Valley Trust Co |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Retirement Group, LLC |
4 |
| SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
4 |
| Outfitter Financial LLC |
4 |
| Societe Generale |
4 |
| Broadview Advisors Llc |
4 |
| Harwood Advisory Group, LLC |
4 |
| NinePointTwo Capital |
4 |
| Cascade Investment Advisors, Inc. |
4 |
| Atomi Financial Group, Inc. |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Miles Capital, Inc. |
4 |
| Wealthspring Capital LLC |
4 |
| Sittner & Nelson, Llc |
4 |
| Resolute Advisors LLC |
4 |
| Elite Wealth Management, Inc. |
4 |
| Harvest Capital Strategies LLC |
4 |
| Legacy Capital Wealth Partners, LLC |
4 |
| HMS Capital Management, LLC |
4 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
4 |
| S Squared Technology, LLC |
4 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
4 |
| Chiron Investment Management, LLC |
4 |
| Farmers & Merchants Trust Co of Chambersburg PA |
4 |
| Mach-1 Financial Group, Inc. |
4 |
| Stone House Investment Management, LLC |
4 |
| Annapolis Financial Services, LLC |
4 |
| First Capital Advisors Group, LLC. |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| CFS Investment Advisory Services, LLC |
4 |
| Capital Investment Advisory Services, LLC |
4 |
| Smith Shellnut Wilson Llc /adv |
4 |
| Financial Advisors Network, Inc. |
4 |
| Cromwell Holdings LLC |
4 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
4 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
| Point72 Europe (London) LLP |
4 |
| Baker Tilly Financial, Llc |
4 |
| HCR Wealth Advisors |
4 |
| Syverson Strege & Co |
4 |
| DCM Advisors, LLC |
4 |
| Intellectus Partners, LLC |
4 |
| Addison Advisors LLC |
4 |
| Black Swift Group, LLC |
4 |
| Cigna Investments Inc /new |
4 |
| Pacific Center for Financial Services |
4 |
| Almanack Investment Partners, LLC. |
4 |
| Capital CS Group, LLC |
4 |
| Morse Asset Management, Inc |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| Vivaldi Capital Management, LLC |
4 |
| Clear Perspective Advisors, LLC |
4 |
| Parvin Asset Management, LLC |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| Geneva Partners, LLC |
4 |
| AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
4 |
| Intercontinental Wealth Advisors, LLC |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Chiron Capital Management, Llc |
4 |
| HGC Investment Management Inc. |
4 |
| Ahrens Investment Partners LLC |
4 |
| Bb&t Investment Services, Inc. |
4 |
| Bnc Wealth Management, Llc |
4 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
4 |
| Edge Advisors, Llc |
4 |
| Ark Investment Management Llc |
4 |
| Morningstar Investment Services LLC |
4 |
| XR Securities LLC |
4 |
| Walthausen & Co., LLC |
4 |
| FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
4 |
| Lester Murray Antman dba SimplyRich |
4 |
| Corient IA LLC |
4 |
| OneAscent Investment Solutions LLC |
4 |
| Pittenger & Anderson Inc |
4 |
| Global Trust Asset Management, LLC |
4 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
| Securian Asset Management, Inc |
4 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| Axiom Investment Management LLC |
4 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
4 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
4 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| Voya Prime Rate Trust |
4 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
4 |
| Agf Management Ltd |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| Deprince Race & Zollo Inc |
4 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
4 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
4 |
| VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| Equitec Specialists, Llc |
4 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
4 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
4 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
4 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
4 |
| WR Wealth Planners, LLC |
4 |
| World Equity Group, Inc. |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| Allianzgi Convertible & Income Fund Ii |
4 |
| Allianzgi Convertible & Income Fund |
4 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
4 |
| First Horizon Corp |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| Putnam Premier Income Trust |
4 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
4 |
| JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
4 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
4 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
4 |
| SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
4 |
| Prudent Man Advisors, LLC |
4 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
| Allianzgi Diversified Income & Convertible Fund |
4 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
4 |
| WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| Global X Japan Co., Ltd. |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| AUERX - Unified Series Trust - Auer Growth Fund |
4 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
4 |
| Eisler Capital Management Ltd. |
4 |
| EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
4 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
4 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
4 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
| Jackson Square Partners, LLC |
4 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
4 |
| Nokomis Capital, L.L.C. |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
4 |
| ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF |
4 |
| PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
4 |
| North Capital, Inc. |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
4 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
4 |
| Pimco Strategic Income Fund, Inc |
4 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
4 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| Marshall & Sterling Wealth Advisors Inc. |
4 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
4 |
| Ingalls & Snyder Llc |
4 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| Pinnacle Summer Investments, Inc. |
4 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
4 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
4 |
| PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. |
4 |
| Carmignac Gestion |
4 |
| Trust For Advisor Solutions |
4 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
4 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
4 |
| AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
4 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
4 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
| Perpetual Ltd |
4 |
| NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
4 |
| Adirondack Trust Co |
4 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| Diversify Advisory Services, LLC |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| PATN - Pacer Funds Trust - Pacer Nasdaq International Patent Leaders ETF |
4 |
| PVFAX - PARADIGM FUNDS - Paradigm Value Fund |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| TT International Asset Management LTD |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| Liberty All Star Growth Fund Inc. |
4 |
| Tcw Strategic Income Fund Inc |
4 |
| LMR Master Fund Ltd |
4 |
| Ziegler Capital Management, LLC |
4 |
| Tortoise Capital Advisors, L.l.c. |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
4 |
| Delaware Enhanced Global Dividend & Income Fund |
4 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
4 |
| Hirtle Callaghan & Co LLC |
4 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
4 |
| Shufro Rose & Co Llc |
4 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
4 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
4 |
| HighMark Wealth Management LLC |
4 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
4 |
| Tandem Capital Management Corp /adv |
4 |
| Investors Capital Advisory Services |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| Mfs Charter Income Trust |
4 |
| IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
4 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
4 |
| TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
4 |
| FSA Wealth Management LLC |
4 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
4 |
| PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
4 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| Iridian Asset Management Llc/ct |
4 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| Palouse Capital Management, Inc. |
4 |
| American Capital Advisory, LLC |
4 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
4 |
| Wealth Quarterback LLC |
4 |
| WealthCollab, LLC |
4 |
| PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
4 |
| Hohimer Wealth Management, Llc |
4 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| Pacific Capital Wealth Advisors, Inc |
4 |
| Keebeck Wealth Management, LLC |
4 |
| Aberdeen Asia-pacific Income Fund Inc |
4 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
4 |
| Stoneridge Investment Partners Llc |
4 |
| Sage Rock Capital Management LP |
4 |
| Teamwork Financial Advisors, LLC |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| Gibbs Wealth Management |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| Marks Group Wealth Management, Inc |
4 |
| West Bancorporation Inc |
4 |
| BlackRock Science & Technology Trust II |
4 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
4 |
| Strategic Financial Concepts, LLC |
4 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
4 |
| 111 Capital |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
4 |
| Calamos Convertible Opportunities & Income Fund |
4 |
| Calamos Strategic Total Return Fund |
4 |
| Calamos Convertible & High Income Fund |
4 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| SkyOak Wealth, LLC |
4 |
| Cfm Wealth Partners Llc |
4 |
| Verdence Capital Advisors LLC |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| Nelson Capital Management, LLC |
4 |
| Busey Wealth Management |
4 |
| VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
4 |
| BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| Kapitalo Investimentos Ltda |
4 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
| Northwest Investment Counselors, Llc |
4 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
4 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
4 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
4 |
| Insight Select Income Fund |
4 |
| Doubleline Income Solutions Fund |
4 |
| Cary Street Partners Financial Llc |
4 |
| Timpani Capital Management LLC |
4 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
4 |
| NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| Park Square Financial Group, LLC |
4 |
| Underlying Funds Trust |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| Kingsview Wealth Management, LLC |
4 |
| SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| Independence Bank of Kentucky |
4 |
| SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF |
4 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
4 |
| Richardson Financial Services Inc. |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
4 |
| Gryphon Financial Partners LLC |
4 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
4 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
| Mutual Advisors, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio |
4 |
| Carillon Tower Advisers, Inc. |
4 |
| Roble, Belko & Company, Inc |
4 |
| Atwood & Palmer Inc |
4 |
| Formidable Asset Management, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
4 |
| Glenview Capital Management, Llc |
4 |
| GMICX - GMO TRUST - GMO International Equity Fund Class II |
4 |
| Pineridge Advisors LLC |
4 |
| ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
4 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
4 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
4 |
| Truewealth Llc |
4 |
| Blackhawk Capital Partners LLC. |
4 |
| Providence Capital Advisors, LLC |
4 |
| Beryl Capital Management LLC |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
| McMahon Financial Advisors, LLC |
4 |
| Avestar Capital, LLC |
4 |
| Virtue Capital Management, LLC |
4 |
| Solstein Capital, LLC |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| CNB Bank |
4 |
| Wagner Wealth Management, Llc |
4 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
| Centerpoint Advisors, LLC |
4 |
| Nvwm, Llc |
4 |
| Able Wealth Management LLC |
4 |
| Penobscot Investment Management Company, Inc. |
4 |
| SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
4 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
4 |
| Silvant Capital Management LLC |
4 |
| Halbert Hargrove Global Advisors, Llc |
4 |
| USD - PROSHARES TRUST - ProShares Ultra Semiconductors |
4 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
4 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
4 |
| O'Dell Group, LLC |
4 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
| EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
4 |
| Miracle Mile Advisors, LLC |
4 |
| Checchi Capital Advisers, LLC |
4 |
| Calvert Investment Management, Inc. |
4 |
| Community Bank, N.A. |
4 |
| Equitable Holdings, Inc. |
4 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
4 |
| Aspect Partners, LLC |
4 |
| Juncture Wealth Strategies, Llc |
4 |
| Fiduciary Trust Co |
4 |
| Vectors Research Management, LLC |
4 |
| Redhawk Wealth Advisors, Inc. |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
4 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
| Cooper Financial Group |
4 |
| Lavaca Capital Llc |
4 |
| Garde Capital, Inc. |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| Iberiabank Corp |
4 |
| Nkcfo Llc |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| Cordatus Wealth Management LLC |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
4 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
4 |
| Personal Wealth Partners |
4 |
| BTC Capital Management, Inc. |
4 |
| Costello Asset Management, INC |
4 |
| Capital A Wealth Management, LLC |
4 |
| Gupta Wealth Management LLC |
4 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
4 |
| RP Investment Advisors LP |
4 |
| Caitlin John, LLC |
4 |
| Sepio Capital, LP |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
4 |
| HHM Wealth Advisors, LLC |
4 |
| Arlington Trust Co LLC |
4 |
| Abundance Wealth Counselors |
4 |
| Susquehanna International Group Ltd. |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
4 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
4 |
| Actinver Wealth Management, Inc. |
4 |
| Hoover Financial Advisors, Inc. |
4 |
| Harvest Investment Services, LLC |
4 |
| Ameriflex Group, Inc. |
4 |
| Polymer Capital Management (HK) LTD |
4 |
| Salomon & Ludwin, LLC |
4 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
4 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
4 |
| Wealthfront Inc |
4 |
| Wealthfront Advisers Llc |
4 |
| Claro Advisors LLC |
4 |
| LifePlan Financial Group, Inc |
4 |
| Braun Stacey Associates Inc |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| Delta Global Management LP |
4 |
| Western Wealth Management, LLC |
4 |
| Covenant Partners, LLC |
4 |
| TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund |
4 |
| Executive Wealth Management, LLC |
4 |
| Biltmore Capital Advisors LLC |
4 |
| Lake Point Wealth Management |
4 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
4 |
| Garrett Wealth Advisory Group, LLC |
4 |
| Treasurer of the State of North Carolina |
4 |
| Liberty Wealth Management Llc |
4 |
| MBSAX - COLUMBIA FUNDS SERIES TRUST I - Multisector Bond SMA Completion Portfolio |
4 |
| CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A |
4 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
4 |
| Jump Trading, LLC |
4 |
| Abich Financial Wealth Management LLC |
4 |
| Mountain Pacific Investment Advisers Inc/id |
4 |
| Bremer Bank National Association |
4 |
| Arden Trust Co |
4 |
| Thomas White International Ltd |
4 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
4 |
| Osterweis Capital Management Inc |
4 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
4 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
4 |
| Arden Investment Series Trust |
4 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
| Ascend Capital, Llc |
4 |
| Kodai Capital Management LP |
4 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
4 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
| Munder Series Trust |
4 |
| Blue Square Asset Management, Llc |
4 |
| Personal Cfo Solutions, Llc |
4 |
| Vermillion Wealth Management, Inc. |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
4 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
4 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
4 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
4 |
| AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
4 |
| TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
4 |
| ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
4 |
| Frazier Financial Advisors, LLC |
4 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
4 |
| PharVision Advisers, LLC |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
4 |
| PFG Private Wealth Management, LLC |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| Analytic Investors, LLC |
4 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
4 |
| Greenleaf Trust |
4 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
4 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
| Family Firm, Inc. |
4 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
4 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
4 |
| Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
4 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
4 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
4 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
4 |
| Heritage Wealth Advisors |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| Lecap Asset Management Ltd |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
4 |
| Turtle Creek Wealth Advisors, LLC |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF |
4 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
4 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
4 |
| SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class |
4 |
| Southpoint Capital Advisors LP |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
4 |
| NEOS Investment Management LLC |
4 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
4 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
| IPG Investment Advisors LLC |
4 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
4 |
| SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares |
4 |
| Ramirez Asset Management, Inc. |
4 |
| PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
4 |
| PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A |
4 |
| PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
4 |
| PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
4 |
| TD Capital Management LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| Callan Family Office, LLC |
4 |
| Deroy & Devereaux Private Investment Counsel Inc |
4 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
4 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
| AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I |
4 |
| Riverbridge Partners Llc |
4 |
| Hollow Brook Wealth Management LLC |
4 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
4 |
| PointState Capital LP |
4 |
| RBF Capital, LLC |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
4 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
4 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
4 |
| ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF |
4 |
| Hound Partners, LLC |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
4 |
| ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
4 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
| Avalon Advisors, Llc |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
4 |
| AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class |
4 |
| IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B |
4 |
| SpiderRock Advisors, LLC |
3 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
3 |
| Indiana Trust & Investment Management CO |
3 |
| Ridgewood Investments LLC |
3 |
| Pinz Capital Management, LP |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y |
3 |
| Pine River Capital Management L.P. |
3 |
| THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Omnia Family Wealth, LLC |
3 |
| MTM Investment Management, LLC |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Satuit Capital Management Trust |
3 |
| CQS Cayman LP |
3 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
3 |
| GoalVest Advisory LLC |
3 |
| PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| Mine & Arao Wealth Creation & Management, LLC. |
3 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
| IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV |
3 |
| MSS Series Trust - One Rock Fund |
3 |
| FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
3 |
| Calvert Impact Fund Inc |
3 |
| BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
3 |
| Aperture Investors, LLC |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Flaharty Asset Management, LLC |
3 |
| Marshall Financial Group LLC |
3 |
| Stokes Family Office, LLC |
3 |
| Fairscale Capital, LLC |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| Western Asset High Income Fund Ii Inc. |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| NOIGX - Northern Funds - Northern International Equity Fund |
3 |
| Bank of Jackson Hole Trust |
3 |
| Quaker Wealth Management, LLC |
3 |
| Bellwether Advisors, LLC |
3 |
| Integrated Advisors Network LLC |
3 |
| Steel Peak Wealth Management LLC |
3 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| R&F Capital Advisors LP |
3 |
| WestEnd Advisors, LLC |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| Lighthouse Financial Advisors, Inc. |
3 |
| TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I |
3 |
| Coston, McIsaac & Partners |
3 |
| FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
3 |
| Mizuho Markets Americas Llc |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| Pacifica Partners Inc. |
3 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
| Lifestyle Asset Management, Inc. |
3 |
| Aaron Wealth Advisors LLC |
3 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
3 |
| JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| Calamos Dynamic Convertible & Income Fund |
3 |
| Phoenix Wealth Advisors |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| Symmetry Investments LP |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| Leverage Partners Absolute Return Fund SPC |
3 |
| Fullerton Fund Management Co Ltd |
3 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
3 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| Empirical Finance, LLC |
3 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
| Cullinan Associates Inc |
3 |
| DLD Asset Management, LP |
3 |
| Thb Asset Management |
3 |
| SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class |
3 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| Turner Funds |
3 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
3 |
| IAM Advisory, LLC |
3 |
| Bowie Capital Management, LLC |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Flinton Capital Management LLC |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| SageView Advisory Group, LLC |
3 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
| Schneider Capital Management Corp |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Symmetry Partners, LLC |
3 |
| Covenant Asset Management, LLC |
3 |
| CBOE Vest Financial, LLC |
3 |
| Liontrust Investment Partners LLP |
3 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
3 |
| CGC Financial Services, LLC |
3 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
3 |
| BOTT - Themes ETF Trust - Themes Robotics & Automation ETF |
3 |
| Forward Management, LLC |
3 |
| Cary Street Partners Asset Management Llc |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| Farringdon Capital, Ltd. |
3 |
| New Wave Wealth Advisors Llc |
3 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Cannon Global Investment Management, LLC |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| Private Capital Advisors, Inc. |
3 |
| MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
3 |
| Allegheny Financial Group LTD |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| Thrive Capital Management, LLC |
3 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
3 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
| VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares |
3 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
| XT - iSHARES TRUST - iShares Exponential Technologies ETF |
3 |
| MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
3 |
| Privium Fund Management (UK) Ltd |
3 |
| RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
3 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
| Kanaly Trust Co |
3 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
3 |
| AMF Pensionsforsakring AB |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| Altus Wealth Group LLC |
3 |
| Pier 88 Investment Partners Llc |
3 |
| Millburn Ridgefield Corp |
3 |
| MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
3 |
| CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| TCG Advisory Services, LLC |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
3 |
| Alliancebernstein Global High Income Fund Inc |
3 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
3 |
| KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
3 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
3 |
| Acap Strategic Fund |
3 |
| GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A |
3 |
| qPULA Trading Management LP |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
| ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
3 |
| Putnam Master Intermediate Income Trust |
3 |
| Oxford Financial Group Ltd |
3 |
| HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| Barnett & Company, Inc. |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
3 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
| Broadview Funds Trust |
3 |
| AGF Investments LLC |
3 |
| Norway Savings Bank |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| Charter Oak Capital Management, LLC |
3 |
| NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
3 |
| NIOAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Small Cap Fund Class A |
3 |
| NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class |
3 |
| Sands Capital Management, Llc |
3 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Bbr Partners, Llc |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
3 |
| Synergy Financial Management, LLC |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| AustralianSuper Pty Ltd |
3 |
| Pvg Asset Management Corp |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
3 |
| Corient Capital Partners, LLC |
3 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| Passport Capital, LLC |
3 |
| Headinvest, Llc |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class |
3 |
| Lafayette Investments, Inc. |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| Custom Index Systems, Llc |
3 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
| Ibex Wealth Advisors |
3 |
| Capstone Series Fund Inc |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| Clal Insurance Enterprises Holdings Ltd |
3 |
| Romano Brothers And Company |
3 |
| Woodward Diversified Capital, Llc |
3 |
| DHJJ Financial Advisors, Ltd. |
3 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
3 |
| Manning & Napier Group, LLC |
3 |
| GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
3 |
| EVR Research LP |
3 |
| Wilmington Funds Management Corp |
3 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
| Copperwynd Financial, LLC |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| InterOcean Capital Group, LLC |
3 |
| Hoese & Co LLP |
3 |
| PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF |
3 |
| BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
3 |
| Northwest Capital Management Inc |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A |
3 |
| Formula Growth Ltd |
3 |
| Cloverfields Capital Group, Lp |
3 |
| Trilogy Capital Inc. |
3 |
| One01 Capital, LP |
3 |
| GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A |
3 |
| Freedman Financial Associates, Inc. |
3 |
| South Texas Money Management Ltd |
3 |
| BLB&B Advisors, LLC |
3 |
| Signition Lp |
3 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
3 |
| Urban Wealth Management, LLC |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Mesirow Institutional Investment Management, Inc. |
3 |
| HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
3 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
3 |
| CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
3 |
| Sasco Capital Inc / Ct/ |
3 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
3 |
| Man Investments Ltd |
3 |
| Hudson Value Partners, LLC |
3 |
| Round Rock Advisors, LLC |
3 |
| Colonial River Wealth Management, LLC |
3 |
| HJPSX - HENNESSY FUNDS TRUST - Hennessy Japan Small Cap Fund Investor Class |
3 |
| Binnacle Investments Inc |
3 |
| Taylor Hoffman Wealth Management |
3 |
| VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF |
3 |
| Harvest Management Llc |
3 |
| EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
3 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Ewing Morris & Co. Investment Partners Ltd. |
3 |
| Drive Wealth Management, Llc |
3 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
3 |
| HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
3 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
| HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class |
3 |
| Trust Co Of Oklahoma |
3 |
| Ford Financial Group, LLC |
3 |
| Alpine Partners USVI, LLC |
3 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| BlueCrest Capital Management LLP |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| Placemark Investments, Inc. |
3 |
| Balter Liquid Alternatives, LLC |
3 |
| Catamount Wealth Management |
3 |
| Main Street Financial Solutions, LLC |
3 |
| Dogwood Wealth Management LLC |
3 |
| Monetary Management Group Inc |
3 |
| TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
3 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
3 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
3 |
| TradeLink Global Equity LLC |
3 |
| Oak Asset Management, LLC |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio |
3 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
3 |
| Robbins Farley Llc |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Re Advisers Corp |
3 |
| Railway Pension Investments Ltd |
3 |
| Mercer Capital Advisers, Inc. |
3 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
3 |
| Reinhart Partners, Inc. |
3 |
| Oakbrook Investments Llc |
3 |
| Defined Wealth Management, Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF |
3 |
| Westerly Capital Management, Llc |
3 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
3 |
| WealthTrust Axiom LLC |
3 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
3 |
| Partners Capital Investment Group, Llp |
3 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
| Curi Wealth Management, LLC |
3 |
| Halpern Financial, Inc. |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| MYDA Advisors LLC |
3 |
| VIEX Capital Advisors, LLC |
3 |
| JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Redwood Investments, LLC |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| Everhart Financial Group, Inc. |
3 |
| Smith Asset Management Group Lp |
3 |
| CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF |
3 |
| Transce3nd, LLC |
3 |
| GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
3 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
3 |
| RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares |
3 |
| Mayflower Financial Advisors, LLC |
3 |
| Omni Partners Llp |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| Thames Capital Management Llc |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
3 |
| Southport Management, L.l.c. |
3 |
| Lebenthal Asset Management, LLC |
3 |
| Fayez Sarofim & Co |
3 |
| Adirondack Research & Management Inc. |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
3 |
| Tiverton Asset Management Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
| Fieldview Capital Management, LLC |
3 |
| GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
3 |
| Lake Street Advisors Group, Llc |
3 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| Connectus Wealth, LLC |
3 |
| Payden & Rygel |
3 |
| AXS Investments LLC |
3 |
| Schonfeld Group Holdings LLC |
3 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
3 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
| Pictet & Cie (Europe) SA |
3 |
| Banco de Sabadell, S.A |
3 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Global Bond Vip Fund Class 1 |
3 |
| Perkins Capital Management Inc |
3 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
3 |
| Klingman & Associates, LLC |
3 |
| Keane Capital Management Inc |
3 |
| Fort Baker Capital Management LP |
3 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
| Groupe la Francaise |
3 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
3 |
| Seelaus Asset Management LLC |
3 |
| Olstein Capital Management, L.P. |
3 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
3 |
| One Wealth Advisors, LLC |
3 |
| Pacific View Asset Management, Llc |
3 |
| General Partner, Inc. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
3 |
| Gallacher Capital Management LLC |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| Allegis Investment Advisors, LLC |
3 |
| Kendall Capital Management |
3 |
| Global Wealth Strategies & Associates |
3 |
| New Potomac Partners, LLC |
3 |
| First Sabrepoint Capital Management Lp |
3 |
| Sagespring Wealth Partners, Llc |
3 |
| Princeton Capital Management Llc |
3 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
3 |
| O'Neil Global Advisors, Inc. |
3 |
| Fiduciary Alliance LLC |
3 |
| Impact Capital Partners LLC |
3 |
| TBOAX - TEMPLETON INCOME TRUST - Templeton International Bond Fund Class A |
3 |
| Certified Advisory Corp |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| Blue Rock Advisors, LLC |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| Jackson Credit Opportunities Fund |
3 |
| E Six Thirteen, Llc |
3 |
| Nfj Investment Group, Llc |
3 |
| Painted Porch Advisors LLC |
3 |
| Novem Group |
3 |
| TGTRX - TEMPLETON INCOME TRUST - Templeton Global Total Return Fund Class A |
3 |
| Grandfield & Dodd, Llc |
3 |
| Q3 Asset Management |
3 |
| Glaxis Capital Management, LLC |
3 |
| Partners Group Holding AG |
3 |
| Rossmore Private Capital |
3 |
| Triangle Securities Wealth Management |
3 |
| Matthews International Capital Management Llc |
3 |
| Abel Hall, LLC |
3 |
| Sierra Summit Advisors Llc |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| Dubuque Bank & Trust Co |
3 |
| Roosevelt Investment Group Llc |
3 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
3 |
| BlackRock Innovation & Growth Trust |
3 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
| Atlas Capital Advisors Llc |
3 |
| Kb Financial Partners, Llc |
3 |
| Richards, Merrill & Peterson, Inc. |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| VISEX - VALIC Co II - International Opportunities Fund |
3 |
| Relative Value Partners Group, LLC |
3 |
| Yong Rong (HK) Asset Management Ltd |
3 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| Mar Vista Investment Partners Llc |
3 |
| MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Acuitas Investments, LLC |
3 |
| Meridiem Capital Partners LP |
3 |
| La Financiere De L'echiquier |
3 |
| ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF |
3 |
| WSCAX - WANGER ADVISORS TRUST - Wanger International |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
| Chicago Capital, LLC |
3 |
| Stelac Advisory Services LLC |
3 |
| FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| Groupama Asset Managment |
3 |
| Dividend Asset Capital, Llc |
3 |
| Y.D. More Investments Ltd |
3 |
| Bank of New Hampshire |
3 |
| 13D Management LLC |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
| ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
3 |
| Green Alpha Advisors, LLC |
3 |
| OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
3 |
| ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
3 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| Allstate Corp |
3 |
| Sivia Capital Partners, LLC |
3 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
3 |
| CSat Investment Advisory, L.P. |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| REAP Financial Group, LLC |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| Rodgers Brothers Inc. |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| Delos Wealth Advisors, LLC |
3 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
3 |
| ZPR Investment Management |
3 |
| Quinn Opportunity Partners LLC |
3 |
| Capital International Sarl |
3 |
| Keeley Asset Management Corp |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
| FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
3 |
| Richard W. Paul & Associates, LLC |
3 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| Lodestone Wealth Management LLC |
3 |
| Go Etf Solutions Llp |
3 |
| Murphy Capital Management Inc |
3 |
| Brand Asset Management Group, Inc. |
3 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| PFS Partners, LLC |
3 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
3 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
3 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
| FOMO - Collaborative Investment Series Trust - FOMO ETF |
3 |
| Arosa Capital Management LP |
3 |
| FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
3 |
| Guyasuta Investment Advisors Inc |
3 |
| Maplelane Capital, Llc |
3 |
| Woodley Farra Manion Portfolio Management Inc |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Hawk Ridge Capital Management Lp |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
3 |
| VCSMX - VALIC Co I - Small Cap Fund |
3 |
| DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
3 |
| Mount Lucas Management LP |
3 |
| SeaBridge Investment Advisors LLC |
3 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
3 |
| Beck Capital Management, Llc |
3 |
| PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
3 |
| Polar Capital LLP |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| WealthTrust Fairport, LLC |
3 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
3 |
| AlTi Global, Inc. |
3 |
| McGuire Investment Group, LLC |
3 |
| Capital Insight Partners, Llc |
3 |
| VCSTX - VALIC Co I - Science & Technology Fund |
3 |
| Cedar Wealth Management, LLC |
3 |
| LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 |
3 |
| Amplify ETF Trust - Amplify Thematic All-Stars ETF |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| Winslow Capital Management, LLC |
3 |
| First Midwest Bank Trust Division |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| Jabre Capital Partners S.A. |
3 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
| Brighton Jones Llc |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| Central Asset Investments & Management Holdings (HK) Ltd |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF |
3 |
| Advanced Series Trust - Ast International Value Portfolio |
3 |
| Isthmus Partners, Llc |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S |
3 |
| Threadgill Financial, Llc |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
3 |
| MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| FJ Investments, LLC |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Foster Dykema Cabot & Partners, Llc |
3 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
3 |
| FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Planning Capital Management Corp |
3 |
| Main Street Group, LTD |
3 |
| Dfpg Investments, Llc |
3 |
| Moran Wealth Management, LLC |
3 |
| Ausbil Investment Management Ltd |
3 |
| Mairs & Power Inc |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
| Camden Asset Management L P /ca |
3 |
| Sheets Smith Wealth Management |
3 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| Maytus Capital Management, LLC |
3 |
| First Affirmative Financial Network |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
3 |
| Essex Savings Bank |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Roman Butler Fullerton & Co |
3 |
| Grandview Asset Management LLC |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| Enlightenment Research, LLC |
3 |
| CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| Oxbow Advisors, LLC |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
3 |
| Meridian Investment Counsel Inc. |
3 |
| JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares |
3 |
| Baltimore-Washington Financial Advisors, Inc. |
3 |
| Summit Financial, LLC |
3 |
| Kalmar Investments Inc /de/ |
3 |
| FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I |
3 |
| Marathon Trading Investment Management LLC |
3 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
| Delek Group, Ltd. |
3 |
| Garda Capital Partners Lp |
3 |
| MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares |
3 |
| Financial Freedom, LLC |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
3 |
| Insight Capital Research & Management Inc |
3 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
3 |
| Connective Capital Management, LLC |
3 |
| Sentry Investment Management Llc |
3 |
| Insight Wealth Strategies, LLC |
3 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| Crawford Investment Counsel Inc |
3 |
| Reston Wealth Management Llc |
3 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| Howard Hughes Medical Institute |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
| Wedmont Private Capital |
3 |
| Kolinsky Wealth Management, LLC |
3 |
| Robertson Stephens Wealth Management, LLC |
3 |
| Legacy Investment Solutions, LLC |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares |
3 |
| New Vernon Capital Holdings II LLC |
3 |
| PACIFIC SELECT FUND - Technology Portfolio Class I |
3 |
| CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
3 |
| Arete Wealth Advisors, LLC |
3 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
3 |
| New England Asset Management Inc |
3 |
| Reuter James Wealth Management, Llc |
3 |
| MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF |
3 |
| PBSAX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-2 |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| Clarius Group, LLC |
3 |
| Edmond De Rothschild (suisse) S.a. |
3 |
| FS Series Trust - FS Real Asset Fund Class A |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Legacy Wealth Managment, LLC/ID |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| Riverwater Partners LLC |
3 |
| Carmel Capital Partners, LLC |
3 |
| Blackstone Group Inc |
3 |
| Peterson Wealth Services |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| Security National Trust Co |
3 |
| Rockefeller Financial Services Inc |
3 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SpiderRock Trading LLC |
3 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
| Hilltop Park Associates LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| Corsair Capital Management, L.p. |
3 |
| Chilton Investment Co Llc |
3 |
| SWAN Capital LLC |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Rokos Capital Management LLP |
3 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
3 |
| Semmax Financial Advisors Inc. |
3 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
| Toms Capital Investment Management Lp |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
3 |
| Old Second National Bank Of Aurora |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| Nishkama Capital, LLC |
3 |
| Ossiam |
3 |
| Compass Wealth Management LLC |
3 |
| DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| Totem Point Management, LLC |
3 |
| Imprint Wealth LLC |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| Becker Capital Management Inc |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
3 |
| Buckingham Strategic Partners |
3 |
| Capital Advisors Inc/ok |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Us Financial Advisors, Llc |
3 |
| Karpus Management, Inc. |
3 |
| V Wealth Advisors LLC |
3 |
| BluePath Capital Management, LLC |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Carret Asset Management, Llc |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| Miura Global Management, LLC |
3 |
| Bank Of Hawaii |
3 |
| AGMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets SRI Debt Fund Class A |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
3 |
| Johanson Financial Advisors, Inc. |
3 |
| Outlook Wealth Advisors, LLC |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| Morton Brown Family Wealth, LLC |
3 |
| QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
3 |
| Strategic Blueprint, LLC |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
3 |
| EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
3 |
| China Universal Asset Management Co., Ltd. |
3 |
| Invicta Capital Management, LLC |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| Murphy & Mullick Capital Management Corp |
3 |
| Taika Capital, LP |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| MorganRosel Wealth Management, LLC |
3 |
| Eschler Asset Management LLP |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| Western Asset Management Company, LLC |
3 |
| Alpha Quant Advisors, Llc |
3 |
| Cynosure Management, Llc |
3 |
| AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
3 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
| SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I |
3 |
| Hel Ved Capital Management Ltd |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
| SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
3 |
| Intrepid Family Office Llc |
3 |
| Vanguard Whitehall Funds |
3 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
3 |
| Qtron Investments LLC |
3 |
| ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
3 |
| Kula Investments, LLC |
3 |
| Folger Hill Asset Management LP |
3 |
| Ransom Advisory, Ltd |
3 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
3 |
| QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
3 |
| Milestone Investment Advisors LLC |
3 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
3 |
| QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
3 |
| Cohen & Steers, Inc. |
3 |
| Kcl Capital, L.p. |
3 |
| Cypress Capital, LLC |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
| Albar Capital Ltd |
3 |
| IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
3 |
| Martin Currie Ltd |
3 |
| Quentec Asset Management Llc |
3 |
| IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
3 |
| Repertoire Partners LP |
3 |
| Phillips Wealth Planners LLC |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Meyer Handelman Co |
3 |
| WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
3 |
| PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
3 |
| Cohanzick Management, Llc |
3 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
| CastleKnight Management LP |
3 |
| PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
3 |
| Quilter Plc |
3 |
| Sassicaia Capital Advisers Llc |
3 |
| Wahed Invest LLC |
3 |
| BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 |
3 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
3 |
| Blume Capital Management, Inc. |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares |
3 |
| Integrated Core Strategies (us) Llc |
3 |
| Spectrum Management Group, LLC |
3 |
| RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| Tuttle Tactical Management LLC |
3 |
| WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
| Bivin & Associates, Inc. |
3 |
| Sendero Wealth Management, LLC |
3 |
| Aegon Asset Management Uk Plc |
3 |
| Ulland Investment Advisors, LLC |
3 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Autumn Glory Partners, LLC |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| Benchmark Investment Advisors LLC |
3 |
| Solaris Asset Management Llc |
3 |
| Tyler-Stone Wealth Management |
3 |
| Capital Wealth Planning, LLC |
3 |
| Barrett & Company, Inc. |
3 |
| JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
3 |
| Old West Investment Management, LLC |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
3 |
| Clough Capital Partners L P |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| TIG Advisors, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| Nicolet Advisory Services, Llc |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Valued Wealth Advisors LLC |
3 |
| Fort Sheridan Advisors Llc |
3 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
3 |
| Westover Capital Advisors, LLC |
3 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| AlphaCentric Advisors LLC |
3 |
| BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares |
3 |
| Berkley W R Corp |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
3 |
| Inscription Capital, LLC |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA World ex U.S. Government Fixed Income Portfolio Institutional Class |
3 |
| Principal Street Partners, LLC |
3 |
| RBA Wealth Management, LLC |
3 |
| Family Management Corp |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Odey Asset Management Group Ltd |
3 |
| Herald Investment Management Ltd |
3 |
| Rotella Capital Management, Inc. |
3 |
| First Foundation Advisors |
3 |
| I.g. Investment Management, Ltd. |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| Legacy Capital Group California, Inc. |
3 |
| Coastline Trust Co |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| Tiaa Trust, National Association |
3 |
| Sound View Wealth Advisors Group, LLC |
3 |
| Hills Bank & Trust Co |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
3 |
| Leap Investments Lp |
3 |
| Jump Trading, Llc |
3 |
| Somerset Trust Co |
3 |
| Siena Capital Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Keudell/Morrison Wealth Management |
3 |
| Capital International Inc /ca/ |
3 |
| Banque Transatlantique SA |
3 |
| Jericho Capital Asset Management L.P. |
3 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
3 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
3 |
| FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| Bill Few Associates, Inc. |
3 |
| American Trust |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
3 |
| JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class |
3 |
| First American Trust, Fsb |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
| Silver Lake Advisory, LLC |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| Skylands Capital, LLC |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| Caisse Des Depots Et Consignations |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| Harding Loevner Lp |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
| Union Square Park Capital Management, LLC |
3 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
| Nicholas Company, Inc. |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
| Westend Capital Management LLC |
3 |
| JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF |
3 |
| MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
3 |
| General American Investors Co Inc |
3 |
| John G Ullman & Associates Inc |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| Connable Office Inc |
3 |
| Capital One, National Association |
3 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| Williams Jones Wealth Management, LLC. |
3 |
| Dsm Capital Partners Llc |
3 |
| Cowen Investment Management LLC |
3 |
| Pacitti Group Inc. |
3 |
| Griffin Asset Management, Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| Whalen Wealth Management Inc. |
3 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
| River Wealth Advisors LLC |
3 |
| Beacon Financial Advisory LLC |
3 |
| High Net Worth Advisory Group LLC |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
3 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
3 |
| Bremer Trust National Association |
3 |
| IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A |
3 |
| Readystate Asset Management Lp |
3 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
| FSC Wealth Advisors, LLC |
3 |
| Ninety One North America, Inc. |
3 |
| WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
3 |
| UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| GFGF - EA Series Trust - Guru Favorite Stocks ETF |
3 |
| Profunds - Profund Vp Semiconductor |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
3 |
| Sound Shore Management Inc /ct/ |
3 |
| AllSquare Wealth Management LLC |
3 |
| WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| LGT Fund Management Co Ltd. |
3 |
| BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| LGT Group Foundation |
3 |
| GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
3 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
3 |
| Tower Bridge Advisors |
3 |
| Gf Fund Management Co. Ltd. |
3 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
3 |
| Kingfisher Capital LLC |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| Offit Capital Advisors Llc |
3 |
| United Asset Strategies, Inc. |
3 |
| FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
3 |
| PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
3 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| Murphy Pohlad Asset Management LLC |
3 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
3 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
3 |
| BKM Wealth Management, LLC |
3 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
| Resurgent Financial Advisors LLC |
3 |
| Gratus Capital LLC |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
3 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
3 |
| EHP Funds Inc. |
3 |
| Saturna Capital CORP |
3 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
| SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A |
3 |
| Fourth Dimension Wealth, LLC |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
3 |
| Hutchens & Kramer Investment Management Group, LLC |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
3 |
| Advisors Capital Management, LLC |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
| CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
3 |
| Aris Wealth Services, Inc. |
3 |
| Barometer Capital Management Inc. |
3 |
| Santa Fe Partners LLC |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
3 |
| Hartford Series Fund Inc |
3 |
| ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class |
3 |
| NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund |
3 |
| TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
3 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
3 |
| Owl Creek Asset Management, L.P. |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
| Trust Investment Advisors |
3 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
3 |
| Alpha Cubed Investments, LLC |
3 |
| XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
3 |
| Decker Retirement Planning Inc. |
3 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
3 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
| OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
3 |
| BSW Wealth Partners |
3 |
| Vertex One Asset Management Inc. |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
3 |
| Norinchukin Bank, The |
3 |
| TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
3 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) |
3 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| Origin Asset Management LLP |
3 |
| JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| iA Global Asset Management Inc. |
3 |
| PBFDX - FORUM FUNDS - Payson Total Return Fund |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
3 |
| Pembroke Management, LTD |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares |
3 |
| Zazove Associates Llc |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
3 |
| Choate Investment Advisors |
3 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
3 |
| JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T |
3 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
| JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T |
3 |
| Columbia Seligman Premium Technology Growth Fund, Inc. |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| Philadelphia Trust Co |
3 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
| EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
3 |
| FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
3 |
| QTUM - ETF Series Solutions - Defiance Quantum ETF |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| Channing Capital Management, LLC |
3 |
| American Funds Insurance Series |
3 |
| ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
3 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
3 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| DoubleLine Yield Opportunities Fund |
3 |
| RFG Advisory, LLC |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
| LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A |
3 |
| SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
3 |
| Cm Wealth Advisors Llc |
3 |
| M&G Plc |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| EUSM - Strategy Shares - Eventide US Market ETF |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A |
3 |
| Elk Creek Partners, LLC |
3 |
| Segment Wealth Management, LLC |
3 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
| Woodmont Investment Counsel Llc |
3 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
3 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
| Waterloo Capital, L.P. |
3 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
3 |
| TIMOTHY PLAN - Timothy Strategic Variable |
3 |
| Core Alternative Capital |
3 |
| ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
3 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
| SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF |
3 |
| Twin Capital Management Inc |
3 |
| Templeton Global Income Fund |
3 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
3 |
| TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| Wright Investors Service Inc |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
3 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
3 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Seeds Investor Llc |
3 |
| GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
3 |
| Western Asset Premier Bond Fund |
3 |
| QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Essex Financial Services, Inc. |
3 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| Homrich & Berg |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
3 |
| RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund |
3 |
| EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
3 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Blackrock Science & Technology Trust |
3 |
| Fairway Wealth LLC |
3 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
3 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
3 |
| GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
3 |
| Jackson Square Capital, Llc |
3 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
3 |
| TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| Parsec Financial Management, Inc. |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
3 |
| Sphera Funds Management Ltd. |
3 |
| MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A |
3 |
| IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF |
3 |
| GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI |
3 |
| LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
3 |
| Adirondack Funds |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
3 |
| Apella Capital, LLC |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| American Capital Management Inc |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
3 |
| FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
3 |
| Wildermuth Endowment Strategy Fund |
3 |
| Vantage Investment Advisors, LLC |
3 |
| GRIN - Victory Portfolios II - VictoryShares International Free Cash Flow Growth ETF |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
| PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
3 |
| Royce Global Value Trust, Inc. |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| Field & Main Bank |
3 |
| Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
| GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
3 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
3 |
| Focus Financial Network, Inc. |
3 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Hallmark Capital Management Inc |
3 |
| Bright Futures Wealth Management, LLC. |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
3 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| Whalerock Point Partners, Llc |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Shenkman Capital Management Inc |
3 |
| DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
3 |
| TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A |
3 |
| Callahan Advisors, LLC |
3 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
3 |
| GlobalBridge, Inc. |
3 |
| Alpine Woods Capital Investors, Llc |
3 |
| Reynolds Capital Management Llc |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
3 |
| Estabrook Capital Management |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| Sensato Investors LLC |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
3 |
| HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A |
3 |
| EP Wealth Advisors, Inc. |
3 |
| F&C Asset Management plc |
3 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
3 |
| FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
| FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
3 |
| FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S |
3 |
| Haverford Trust Co |
3 |
| Bel Air Investment Advisors Llc |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| Zevin Asset Management Llc |
3 |
| Davidson Capital Management Inc. |
3 |
| Beacon Investment Advisory Services, Inc. |
3 |
| Natural Investments, Llc |
3 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
3 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
3 |
| Greenwood Capital Associates Llc |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| Third Point LLC |
3 |
| FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
3 |
| Chase Investment Counsel Corp |
3 |
| Comprehensive Financial Planning, Inc./PA |
3 |
| Janus Capital Management Llc |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Filbrandt Wealth Management, LLC |
3 |
| Bp Plc |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
3 |
| ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
3 |
| AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A |
3 |
| LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
| SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
3 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Hl Financial Services Llc |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative |
3 |
| GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
3 |
| Usaa Etf Trust |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| MADDEN SECURITIES Corp |
3 |
| Condor Capital Management |
3 |
| Palladium Partners Llc |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
3 |
| DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| Signature Estate & Investment Advisors Llc |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
3 |
| EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| Transatlantique Private Wealth Llc |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| Stephenson National Bank & Trust |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Allianz Se |
3 |
| ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
3 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
| Castle Wealth Management Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| John Hancock Income Securities Trust |
3 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
3 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
3 |
| AJOVista, LLC |
3 |
| Modera Wealth Management, LLC |
3 |
| EdgeRock Capital LLC |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| Abc Arbitrage Sa |
3 |
| Nemes Rush Group LLC |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
3 |
| EEIDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Emerging Markets Debt Fund Class I |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
3 |
| Quantum Capital Management |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
3 |
| PAX Financial Group, LLC |
3 |
| COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
| Jamison Private Wealth Management, Inc. |
3 |
| Lansdowne Partners (uk) Llp |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| Ballew Advisors, Inc |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| Scarborough Advisors, LLC |
3 |
| Friedenthal Financial |
3 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| Price Wealth Management, Inc. |
3 |
| Advent Claymore Convertible Securities & Income Fund |
3 |
| Delphi Management Inc /ma/ |
3 |
| Brandes Investment Partners, Lp |
3 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
| Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I |
3 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
| West Family Investments, Inc. |
3 |
| FSM Wealth Advisors, LLC |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| S&t Bank/pa |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| Girard Partners Ltd. |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
| Akaris Global Partners, LP |
3 |
| Roundview Capital LLC |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| Security National Bank |
3 |
| Dunhill Financial, LLC |
3 |
| Maryland Capital Management |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| Jpmorgan Trust Iii |
3 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
3 |
| HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF |
3 |
| Analyst IMS Investment Management Services Ltd. |
3 |
| Center for Financial Planning, Inc. |
3 |
| Harrington Investments, INC |
3 |
| American Financial Network Advisory Services Llc |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| Donoghue Forlines LLC |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| Fortis Group Advisors, LLC |
3 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| Capital Advisory Group Advisory Services, LLC |
3 |
| Tiaa, Fsb |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
| Delta Lloyd Asset Management N.v. |
3 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share |
3 |
| Diversify Wealth Management, Llc |
3 |
| Wunderlich Securities, Inc. |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| Bfsg, Llc |
3 |
| High Pointe Capital Management Llc |
3 |
| Achmea Investment Management B.V. |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| Keeley-Teton Advisors, LLC |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| Phocas Financial Corp. |
3 |
| Marcum Wealth, LLC |
3 |
| Pinpoint Asset Management Ltd |
3 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
3 |
| PSI Advisors, LLC |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| Wealth Advisory Solutions, LLC |
3 |
| Founders Capital Management |
3 |
| BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
3 |
| Adams Wealth Management |
3 |
| Blackrock Credit Allocation Income Trust |
3 |
| De Burlo Group Inc |
3 |
| Carnick & Kubik, LLC |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Heritage Trust Co |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
