| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
54 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
43 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
42 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
38 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
36 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
34 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
32 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
32 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
31 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
28 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
27 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
27 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
27 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
26 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
26 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
26 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
25 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
25 |
| Morgan Stanley |
24 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
24 |
| Susquehanna International Group, Llp |
24 |
| UBS Group AG |
24 |
| Royal Bank Of Canada |
23 |
| Tower Research Capital LLC (TRC) |
23 |
| Wells Fargo & Company/mn |
22 |
| Barclays Plc |
22 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
22 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
22 |
| Citadel Advisors Llc |
22 |
| Bank Of America Corp /de/ |
22 |
| Citigroup Inc |
22 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
21 |
| Fmr Llc |
21 |
| Goldman Sachs Group Inc |
21 |
| Renaissance Technologies Llc |
21 |
| Deutsche Bank Ag\ |
21 |
| Bnp Paribas Arbitrage, Sa |
20 |
| Jane Street Group, Llc |
20 |
| Virtu Financial LLC |
20 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
20 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
20 |
| Jpmorgan Chase & Co |
20 |
| Northern Trust Corp |
19 |
| IFP Advisors, Inc |
19 |
| Millennium Management Llc |
19 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
19 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
19 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
19 |
| Bank Of Montreal /can/ |
19 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
19 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
19 |
| BlackRock, Inc. |
19 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
19 |
| Geode Capital Management, Llc |
18 |
| Pnc Financial Services Group, Inc. |
18 |
| Simplex Trading, Llc |
18 |
| Proequities, Inc. |
18 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
18 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
18 |
| Pacer Advisors, Inc. |
18 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
18 |
| Group One Trading, L.p. |
18 |
| Ameriprise Financial Inc |
18 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
18 |
| Advisor Group Holdings, Inc. |
17 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
17 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
17 |
| Bank of New York Mellon Corp |
17 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
17 |
| Two Sigma Securities, Llc |
17 |
| Invesco Ltd. |
17 |
| Vanguard Group Inc |
17 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
17 |
| Prelude Capital Management, Llc |
17 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
17 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
17 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
17 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
16 |
| Advisor Group, Inc. |
16 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
16 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
16 |
| Credit Suisse Ag/ |
16 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
16 |
| Northwestern Mutual Wealth Management Co |
16 |
| Hrt Financial Lp |
16 |
| Ladenburg Thalmann Financial Services Inc |
16 |
| Marshall Wace, Llp |
16 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
16 |
| Squarepoint Ops LLC |
16 |
| Creative Planning |
16 |
| Federation des caisses Desjardins du Quebec |
15 |
| State Street Corp |
15 |
| SG Americas Securities, LLC |
15 |
| PDT Partners, LLC |
15 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
15 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
15 |
| Ubs Ag |
15 |
| Russell Investments Group, Ltd. |
15 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
15 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
15 |
| Allianz Asset Management GmbH |
15 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
15 |
| Boothbay Fund Management, Llc |
15 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
15 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
15 |
| Two Sigma Investments, Lp |
15 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
15 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
15 |
| Manufacturers Life Insurance Company, The |
15 |
| LPL Financial LLC |
15 |
| Dimensional Fund Advisors Lp |
15 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
14 |
| Parametric Portfolio Associates Llc |
14 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
14 |
| Huntington National Bank |
14 |
| Two Sigma Advisers, Lp |
14 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
14 |
| Stifel Financial Corp |
14 |
| Cubist Systematic Strategies, LLC |
14 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
14 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
14 |
| Cutler Group LP |
14 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
14 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
14 |
| Steward Partners Investment Advisory, Llc |
14 |
| National Asset Management, Inc. |
14 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
14 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
14 |
| Wolverine Trading, Llc |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
14 |
| Alpine Global Management, LLC |
14 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
14 |
| Alliancebernstein L.p. |
14 |
| Oxford Asset Management Llp |
14 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
14 |
| Legal & General Group Plc |
14 |
| Us Bancorp \de\ |
14 |
| Walleye Trading LLC |
14 |
| Balyasny Asset Management Llc |
13 |
| Fifth Third Bancorp |
13 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
13 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
13 |
| XTX Topco Ltd |
13 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
13 |
| Oppenheimer & Co Inc |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
13 |
| Captrust Financial Advisors |
13 |
| Kcg Holdings, Inc. |
13 |
| Panagora Asset Management Inc |
13 |
| A.R.T. Advisors, LLC |
13 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
13 |
| First Manhattan Co |
13 |
| Raymond James & Associates |
13 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
13 |
| American International Group, Inc. |
13 |
| Cwm, Llc |
13 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
13 |
| CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
13 |
| Macquarie Group Ltd |
13 |
| Rhumbline Advisers |
13 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
13 |
| New York State Common Retirement Fund |
13 |
| Wellington Management Group Llp |
13 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
13 |
| Clear Street Markets Llc |
13 |
| Guggenheim Capital Llc |
13 |
| California Public Employees Retirement System |
13 |
| Ameritas Investment Partners, Inc. |
13 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
13 |
| Cambridge Investment Research Advisors, Inc. |
12 |
| Aqr Capital Management Llc |
12 |
| Advisory Services Network, LLC |
12 |
| Allworth Financial LP |
12 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
12 |
| Ardsley Advisory Partners Lp |
12 |
| Verition Fund Management LLC |
12 |
| Tudor Investment Corp Et Al |
12 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
12 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
12 |
| Hsbc Holdings Plc |
12 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
12 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
12 |
| American Portfolios Advisors |
12 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
12 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
12 |
| Nuveen Asset Management, LLC |
12 |
| HighTower Advisors, LLC |
12 |
| Marshall Wace North America L.P. |
12 |
| Federated Hermes, Inc. |
12 |
| Great West Life Assurance Co /can/ |
12 |
| Parallel Advisors, LLC |
12 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
12 |
| Glenmede Trust Co Na |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
12 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
12 |
| Nomura Holdings Inc |
12 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
12 |
| Charles Schwab Investment Management Inc |
12 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
12 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
12 |
| Parallax Volatility Advisers, L.P. |
12 |
| Raymond James Financial Inc |
12 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
12 |
| BlackRock Institutional Trust Company, N.A. |
12 |
| Arrowstreet Capital, Limited Partnership |
12 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
12 |
| Principal Funds Inc |
11 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
11 |
| Qube Research & Technologies Ltd |
11 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
11 |
| Gsa Capital Partners Llp |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
11 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
11 |
| Bridgeway Capital Management Inc |
11 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
11 |
| United Capital Financial Advisers, Llc |
11 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
11 |
| Vident Investment Advisory, LLC |
11 |
| D. E. Shaw & Co., Inc. |
11 |
| Rockefeller Capital Management L.P. |
11 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
11 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
11 |
| BlackRock Advisors LLC |
11 |
| Swiss National Bank |
11 |
| Jefferies Group LLC |
11 |
| Price T Rowe Associates Inc /md/ |
11 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
11 |
| Jones Financial Companies Lllp |
11 |
| Aperio Group, LLC |
11 |
| Tiaa Cref Investment Management Llc |
11 |
| Vanguard Capital Management Llc |
11 |
| Toronto Dominion Bank |
11 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
11 |
| BlackRock Fund Advisors |
11 |
| Teachers Advisors, Llc |
11 |
| Highlander Capital Management, LLC |
11 |
| Credit Agricole S A |
11 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
11 |
| Sunbelt Securities, Inc. |
11 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
11 |
| Janney Montgomery Scott LLC |
11 |
| SBI Securities Co., Ltd. |
11 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
11 |
| NEXT Financial Group, Inc |
11 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
11 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
11 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
11 |
| Raymond James Financial Services Advisors, Inc. |
11 |
| Schonfeld Strategic Advisors LLC |
11 |
| Voya Investment Management Llc |
11 |
| Van Eck Associates Corp |
11 |
| Mirae Asset Global Investments Co., Ltd. |
11 |
| Sei Investments Co |
11 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
11 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
11 |
| Boston Partners |
11 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
11 |
| Parkside Financial Bank & Trust |
11 |
| BlackRock Investment Management, LLC |
11 |
| Neuberger Berman Group LLC |
11 |
| Paloma Partners Management Co |
11 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
11 |
| Franklin Resources Inc |
11 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
10 |
| State Of Wisconsin Investment Board |
10 |
| Jump Financial, LLC |
10 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
10 |
| Trexquant Investment LP |
10 |
| KBC Group NV |
10 |
| Global X Management CO LLC |
10 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
10 |
| Quadrature Capital Ltd |
10 |
| Nationwide Fund Advisors |
10 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
10 |
| Farther Finance Advisors, LLC |
10 |
| Global Retirement Partners, LLC |
10 |
| State of Tennessee, Treasury Department |
10 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
10 |
| Gradient Investments LLC |
10 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
10 |
| Strs Ohio |
10 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
10 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
10 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
10 |
| LMR Partners LLP |
10 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
10 |
| Barings Llc |
10 |
| Schroder Investment Management Group |
10 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
10 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
10 |
| Point72 Asset Management, L.P. |
10 |
| Private Advisor Group, LLC |
10 |
| First Trust Advisors Lp |
10 |
| ExodusPoint Capital Management, LP |
10 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
10 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
10 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
10 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
10 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
10 |
| Vanguard World Fund |
10 |
| Comerica Bank |
10 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
10 |
| Whittier Trust Co |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
10 |
| OMERS ADMINISTRATION Corp |
10 |
| California State Teachers Retirement System |
10 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
10 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
10 |
| Penserra Capital Management LLC |
10 |
| Norges Bank |
10 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
10 |
| M&t Bank Corp |
10 |
| Sigma Planning Corp |
10 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
10 |
| Bessemer Group Inc |
10 |
| Engineers Gate Manager LP |
10 |
| Lazard Asset Management Llc |
10 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
| Ubs Asset Management Americas Inc |
10 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
10 |
| Thompson Davis & Co., Inc. |
10 |
| Wealthspire Advisors, L.P. |
10 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
10 |
| Acadian Asset Management Llc |
10 |
| Nikko Asset Management Americas, Inc. |
10 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
10 |
| Dynamic Technology Lab Private Ltd |
10 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
10 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
10 |
| Blair William & Co/il |
10 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
10 |
| Mariner, LLC |
10 |
| Jane Street Holding, LLC |
10 |
| Envestnet Asset Management Inc |
10 |
| Connor, Clark & Lunn Investment Management Ltd. |
10 |
| Wolverine Asset Management Llc |
10 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
10 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
10 |
| Polar Asset Management Partners Inc. |
10 |
| AMP Capital Investors Ltd |
10 |
| Victory Capital Management Inc |
10 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
9 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
9 |
| Amalgamated Bank |
9 |
| Commonwealth Equity Services, Inc |
9 |
| Valeo Financial Advisors, LLC |
9 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
9 |
| Acrospire Investment Management LLC |
9 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
9 |
| CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF |
9 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
9 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
9 |
| Optimum Investment Advisors |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
9 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
9 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
9 |
| Wedbush Securities Inc |
9 |
| JNBA Financial Advisors |
9 |
| Spot Trading L.L.C |
9 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
9 |
| MUFG Americas Holdings Corp |
9 |
| Thrivent Financial For Lutherans |
9 |
| Brown Brothers Harriman & Co |
9 |
| Advisors Asset Management, Inc. |
9 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
9 |
| First Republic Investment Management, Inc. |
9 |
| Hillsdale Investment Management Inc. |
9 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
9 |
| Brookfield Asset Management Inc. |
9 |
| Bayesian Capital Management, LP |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
9 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
9 |
| Laurion Capital Management LP |
9 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
9 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
9 |
| Rational Advisors Llc |
9 |
| Natixis |
9 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
9 |
| Quadrant Capital Group Llc |
9 |
| Prudential Financial Inc |
9 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
9 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
| Occudo Quantitative Strategies Lp |
9 |
| Spark Investment Management LLC |
9 |
| Keybank National Association/oh |
9 |
| BlackRock Group LTD |
9 |
| River & Mercantile Asset Management Llp |
9 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
9 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
9 |
| Stonebridge Capital Advisors LLC |
9 |
| Sowell Financial Services LLC |
9 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
9 |
| First Eagle Investment Management, LLC |
9 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
9 |
| ProShare Advisors LLC |
9 |
| Alberta Investment Management Corp |
9 |
| Vanguard Index Funds |
9 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
9 |
| MAI Capital Management |
9 |
| Amundi Pioneer Asset Management Inc |
9 |
| State Farm Mutual Fund Trust |
9 |
| State Farm Variable Product Trust |
9 |
| Brewin Dolphin Ltd |
9 |
| Financial Architects, Inc |
9 |
| MetLife Securities, Inc |
9 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
9 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
9 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
9 |
| FNY Partners Fund LP |
9 |
| Assenagon Asset Management S.A. |
9 |
| Cetera Investment Advisers |
9 |
| Signaturefd, Llc |
9 |
| Putnam Investments Llc |
9 |
| Hartford Mutual Funds Inc/ct |
9 |
| Mackenzie Financial Corp |
9 |
| Highbridge Capital Management Llc |
9 |
| Tfs Capital Investment Trust |
9 |
| Tiaa-cref Funds |
9 |
| DekaBank Deutsche Girozentrale |
9 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
9 |
| Cetera Advisors LLC |
9 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
9 |
| BlueCrest Capital Management Ltd |
9 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
9 |
| Evercore Wealth Management, LLC |
9 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
9 |
| Sofos Investments, Inc. |
9 |
| Russell Frank Co/ |
9 |
| Stratos Wealth Partners, LTD. |
9 |
| Canada Pension Plan Investment Board |
9 |
| Deere & Co |
9 |
| Commonwealth Bank Of Australia |
9 |
| O'shaughnessy Asset Management, Llc |
9 |
| Principal Financial Group Inc |
9 |
| HAP Trading, LLC |
9 |
| PEAK6 Investments, L.P. |
9 |
| FineMark National Bank & Trust |
9 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
9 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
9 |
| FIL Ltd |
9 |
| Meeder Asset Management Inc |
9 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
9 |
| Public Sector Pension Investment Board |
9 |
| Commonwealth Equity Services, Llc |
9 |
| Proficio Capital Partners LLC |
9 |
| Toroso Investments, LLC |
8 |
| Ground Swell Capital, LLC |
8 |
| GAM Holding AG |
8 |
| Westside Investment Management, Inc. |
8 |
| Cornerstone Advisors, Inc. |
8 |
| National Planning Corp |
8 |
| Winslow, Evans & Crocker, Inc. |
8 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
8 |
| Td Asset Management Inc |
8 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
8 |
| World Asset Management Inc |
8 |
| FNY Investment Advisers, LLC |
8 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
8 |
| Sonora Investment Management, LLC |
8 |
| U S Global Investors Inc |
8 |
| Zacks Investment Management |
8 |
| Vanguard Fiduciary Trust Co |
8 |
| Versant Capital Management, Inc |
8 |
| Synovus Financial Corp |
8 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
8 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
8 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
8 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
8 |
| Versus Capital Real Assets Fund Llc |
8 |
| Quantbot Technologies LP |
8 |
| Boston Private Wealth Llc |
8 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
8 |
| Banque Pictet & Cie Sa |
8 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
8 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
8 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
8 |
| Mckinley Capital Management Llc /delaware |
8 |
| Enterprise Financial Services Corp |
8 |
| Pine River Capital Management L.P. |
8 |
| Regions Financial Corp |
8 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
| Essex Investment Management Co Llc |
8 |
| Investors Research Corp |
8 |
| Transamerica Financial Advisors, Inc. |
8 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
8 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
8 |
| Truist Financial Corp |
8 |
| Intech Investment Management Llc |
8 |
| Armistice Capital, Llc |
8 |
| Winton Capital Group Ltd |
8 |
| Piedmont Investment Advisors Llc |
8 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
8 |
| First Allied Advisory Services, Inc. |
8 |
| Nisa Investment Advisors, Llc |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| Cowen Group, Inc. |
8 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
8 |
| Cerity Partners LLC |
8 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
8 |
| Spire Wealth Management |
8 |
| Harbour Investments, Inc. |
8 |
| College Retirement Equities Fund |
8 |
| AE Wealth Management LLC |
8 |
| Independent Advisor Alliance |
8 |
| SRS Capital Advisors, Inc. |
8 |
| Riverhead Capital Management Llc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
8 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
8 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
8 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
8 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
| Cipher Capital LP |
8 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
8 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
8 |
| Ionic Capital Management LLC |
8 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
8 |
| Sequoia Financial Advisors, LLC |
8 |
| Carroll Financial Associates, Inc. |
8 |
| Benjamin F. Edwards & Company, Inc. |
8 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
8 |
| Metropolitan Life Insurance Co/ny |
8 |
| Koshinski Asset Management, Inc. |
8 |
| D.a. Davidson & Co. |
8 |
| Tocqueville Asset Management L.p. |
8 |
| TCI Wealth Advisors, Inc. |
8 |
| Capital Analysts, Inc. |
8 |
| State Board Of Administration Of Florida Retirement System |
8 |
| Westpac Banking Corp |
8 |
| Atria Investments Llc |
8 |
| Janus Henderson Group Plc |
8 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
8 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
8 |
| National Bank Of Canada /fi/ |
8 |
| Chevy Chase Trust Holdings, Inc. |
8 |
| Associated Banc-corp |
8 |
| Private Trust Co Na |
8 |
| Mml Investors Services, Llc |
8 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
8 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
| CIBC Private Wealth Group, LLC |
8 |
| Managed Account Advisors Llc |
8 |
| Sumitomo Mitsui Trust Holdings, Inc. |
8 |
| Cable Hill Partners, LLC |
8 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
8 |
| Stifel Nicolaus & Co Inc \mo\ |
8 |
| Eaton Vance Management |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
8 |
| Voloridge Investment Management, Llc |
8 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
8 |
| Ropes Wealth Advisors Llc |
8 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
8 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
8 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
8 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
8 |
| Coldstream Capital Management Inc |
8 |
| Moore Capital Management, Lp |
8 |
| Point72 Hong Kong Ltd |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
| GWM Advisors LLC |
8 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
8 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
8 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
8 |
| Nine Chapters Capital Management LLC |
8 |
| Cetera Advisor Networks LLC |
8 |
| Assetmark, Inc |
8 |
| CENTRAL TRUST Co |
8 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
8 |
| HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
8 |
| Belvedere Trading LLC |
8 |
| American Century Companies Inc |
8 |
| Smithfield Trust Co |
8 |
| Gemmer Asset Management LLC |
8 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
8 |
| Clearbridge Investments, LLC |
8 |
| Sawtooth Solutions, LLC |
8 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
| Savant Capital, LLC |
8 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
8 |
| Tfs Capital Llc |
8 |
| Commerzbank Aktiengesellschaft /fi |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
8 |
| Resources Investment Advisors, LLC. |
8 |
| Advanced Series Trust - Ast High Yield Portfolio |
8 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
8 |
| PineBridge Investments, L.P. |
8 |
| Pathstone Family Office, Llc |
8 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
8 |
| SAC Capital Advisors LP |
8 |
| Alps Advisors Inc |
8 |
| CoreCommodity Management, LLC |
8 |
| GLG Partners LP |
8 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| Freestone Capital Holdings, LLC |
8 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
8 |
| Orion Portfolio Solutions, LLC |
8 |
| Brown Advisory Inc |
8 |
| Prudential Short Duration High Yield Fund, Inc. |
8 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
8 |
| VTL Associates, LLC |
8 |
| WFG Advisors, LP |
8 |
| Glassman Wealth Services |
8 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
8 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
8 |
| Axa S.a. |
8 |
| Johnson Financial Group, Inc. |
8 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
8 |
| Elkfork Partners LLC |
8 |
| Manchester Capital Management LLC |
8 |
| Zions Bancorporation |
8 |
| Umb Bank N A/mo |
7 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
| Luminus Management Llc |
7 |
| QS Investors, LLC |
7 |
| 1832 Asset Management L.P. |
7 |
| TD Waterhouse Canada Inc. |
7 |
| Hussman Strategic Advisors, Inc. |
7 |
| Emerald Acquisition Ltd. |
7 |
| Venturi Wealth Management, LLC |
7 |
| Nuveen, LLC |
7 |
| Ausdal Financial Partners, Inc. |
7 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
| Moneta Group Investment Advisors Llc |
7 |
| Eastern Bank |
7 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
7 |
| FundVantage Trust - Verplanck Balanced Fund |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
7 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
7 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
7 |
| Jacobi Capital Management LLC |
7 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
7 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
7 |
| Donald L. Hagan, LLC |
7 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| Candriam Luxembourg S.C.A. |
7 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
7 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
7 |
| Suntrust Banks Inc |
7 |
| DAVENPORT & Co LLC |
7 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
7 |
| Bridgewater Associates, LP |
7 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
7 |
| Mv Capital Management, Inc. |
7 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
7 |
| RHJ International SA |
7 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
7 |
| Brandywine Global Investment Management, LLC |
7 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
7 |
| CI Private Wealth, LLC |
7 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
7 |
| Whittier Trust Co Of Nevada Inc |
7 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
7 |
| Reilly Financial Advisors, Llc |
7 |
| Caitong International Asset Management Co., Ltd |
7 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| Waddell & Reed Financial Inc |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
| Police & Firemen's Retirement System of New Jersey |
7 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
7 |
| Crossmark Global Holdings, Inc. |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| Wexford Capital Lp |
7 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
7 |
| CIBC Asset Management Inc |
7 |
| Moors & Cabot, Inc. |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
7 |
| PEAK6 Investments LLC |
7 |
| Fox Run Management, L.l.c. |
7 |
| Walleye Capital LLC |
7 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
7 |
| People's United Financial, Inc. |
7 |
| Snowden Capital Advisors LLC |
7 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
| Teachers Retirement System Of The State Of Kentucky |
7 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
7 |
| Archer Investment Corp |
7 |
| First Hawaiian Bank |
7 |
| Cornerstone Planning Group LLC |
7 |
| Vanguard Global Advisers, LLC |
7 |
| Y-Intercept (Hong Kong) Ltd |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
7 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
7 |
| Hudson Bay Capital Management LP |
7 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
7 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
7 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
7 |
| Regal Investment Advisors LLC |
7 |
| Clal Insurance Enterprises Holdings Ltd |
7 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
7 |
| Hollencrest Capital Management |
7 |
| Quarry LP |
7 |
| Integrated Wealth Management |
7 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
7 |
| Prospera Financial Services Inc |
7 |
| Toth Financial Advisory Corp |
7 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
7 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
7 |
| Migdal Insurance & Financial Holdings Ltd. |
7 |
| J. Goldman & Co LP |
7 |
| DRW Securities, LLC |
7 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
7 |
| Public Employees Retirement System Of Ohio |
7 |
| Guggenheim Strategic Opportunities Fund |
7 |
| Daiwa Securities Group Inc. |
7 |
| Sprott Inc. |
7 |
| Campbell & CO Investment Adviser LLC |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| Anchor Investment Management, LLC |
7 |
| Wealthcare Advisory Partners LLC |
7 |
| Ing Groep Nv |
7 |
| Geneos Wealth Management Inc. |
7 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
7 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
7 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
7 |
| Magnetar Financial LLC |
7 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
7 |
| Bartlett & Co. LLC |
7 |
| Airain ltd |
7 |
| Scopus Asset Management, L.p. |
7 |
| Algert Global Llc |
7 |
| Neuburgh Advisers LLC |
7 |
| Eqis Capital Management, Inc. |
7 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
7 |
| Cigna Investments Inc /new |
7 |
| Stevens Capital Management Lp |
7 |
| Arkadios Wealth Advisors |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| Calvert Investment Management, Inc. |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
| Ronald Blue Trust, Inc. |
7 |
| Weiss Asset Management LP |
7 |
| Hutchin Hill Capital, LP |
7 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
7 |
| Ancora Advisors, LLC |
7 |
| Prudential Plc |
7 |
| Perpetual Ltd |
7 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
7 |
| GHP Investment Advisors, Inc. |
7 |
| SOUTH STATE Corp |
7 |
| Navellier & Associates Inc |
7 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
7 |
| Covestor Ltd |
7 |
| Seacrest Wealth Management, Llc |
7 |
| Pittenger & Anderson Inc |
7 |
| CoreCap Advisors, LLC |
7 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
7 |
| Ellevest, Inc. |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| Coppell Advisory Solutions LLC |
7 |
| Cresset Asset Management, LLC |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
| Susquehanna Fundamental Investments, Llc |
7 |
| Hm Payson & Co |
7 |
| Capital Fund Management S.a. |
7 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
| CAPROCK Group, Inc. |
7 |
| Catalyst Capital Advisors LLC |
7 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
7 |
| VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF |
7 |
| Tradewinds Capital Management, LLC |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
7 |
| Trustcore Financial Services, Llc |
7 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
7 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
7 |
| Financial Gravity Companies, Inc. |
7 |
| Man Group plc |
7 |
| Piershale Financial Group, Inc. |
7 |
| Pinnacle Associates Ltd |
7 |
| Wetherby Asset Management Inc |
7 |
| Menta Capital Llc |
7 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
7 |
| United Services Automobile Association |
7 |
| FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF |
7 |
| Bourgeon Capital Management Llc |
7 |
| Osborn Rohs Williams & Donohoe Ltd |
7 |
| Yorktown Management & Research Co Inc |
7 |
| Virginia Retirement Systems Et Al |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| Natixis Investment Managers International |
7 |
| Teacher Retirement System Of Texas |
7 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
7 |
| Karp Capital Management Corp |
7 |
| North Star Investment Management Corp. |
7 |
| MetLife Investment Management, LLC |
7 |
| State of Wyoming |
7 |
| Bokf, Na |
7 |
| Summit Trail Advisors, Llc |
7 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
7 |
| We Are One Seven, LLC |
7 |
| Tradeworx Inc. |
7 |
| AdvisorNet Financial, Inc |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| Massachusetts Financial Services Co /ma/ |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| Focused Wealth Management, Inc |
7 |
| LS Investment Advisors, LLC |
7 |
| Capital Guardian Trust Co |
7 |
| Ellington Management Group Llc |
7 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
7 |
| Creative Financial Designs Inc /adv |
7 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
7 |
| Ieq Capital, Llc |
7 |
| Ergoteles LLC |
7 |
| CIBC World Markets Inc. |
7 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
7 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
7 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
7 |
| Altshuler Shaham Ltd |
7 |
| Perigon Wealth Management, LLC |
7 |
| Stephens Inc /ar/ |
7 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
7 |
| Dorsey Wright & Associates |
7 |
| Brevan Howard Capital Management LP |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| WealthTrust Fairport, LLC |
7 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
7 |
| Gotham Asset Management, LLC |
7 |
| Sciencast Management LP |
7 |
| Capital Innovations LLC |
7 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
7 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
7 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
7 |
| Trust Co Of Vermont |
7 |
| Banque Cantonale Vaudoise |
7 |
| Aviva Plc |
7 |
| Alyeska Investment Group, L.P. |
7 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
7 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
| PENN SERIES FUNDS INC - International Equity Fund |
7 |
| Prudential Global Short Duration High Yield Fund, Inc. |
7 |
| Vantagepoint Funds |
7 |
| Chilton Capital Management Llc |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
7 |
| First Horizon Advisors, Inc. |
7 |
| Sterling Capital Management LLC |
7 |
| RidgeWorth Capital Management LLC |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
7 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
7 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
7 |
| Gilder Gagnon Howe & Co Llc |
7 |
| FDx Advisors, Inc. |
7 |
| Leonteq Securities AG |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
7 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
7 |
| Gabelli Funds Llc |
7 |
| Farmers & Merchants Investments Inc |
7 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
7 |
| Point72 Asia (Singapore) Pte. Ltd. |
7 |
| Thompson Siegel & Walmsley Llc |
7 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
7 |
| Hudock, Inc. |
7 |
| Rotella Capital Management, Inc. |
7 |
| Fort Washington Investment Advisors Inc /oh/ |
7 |
| Hartland & Co., LLC |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| True Wealth Design, LLC |
7 |
| Pictet Asset Management Ltd |
7 |
| Wilbanks Smith & Thomas Asset Management Llc |
7 |
| Municipal Employees' Retirement System of Michigan |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| Lindbrook Capital, Llc |
6 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
6 |
| Usca Ria Llc |
6 |
| Lsv Asset Management |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
| Nuveen Fund Advisors, LLC |
6 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
6 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
6 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
6 |
| Maryland State Retirement & Pension System |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| Salem Investment Counselors Inc |
6 |
| EP Wealth Advisors, Inc. |
6 |
| Cadence Capital Management Llc |
6 |
| First City Capital Management, Inc. |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Balentine LLC |
6 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
| Price Wealth Management, Inc. |
6 |
| Quent Capital, LLC |
6 |
| SG3 Management, LLC |
6 |
| Belpointe Asset Management LLC |
6 |
| First Command Bank |
6 |
| First Command Financial Services, Inc. |
6 |
| Aquatic Capital Management LLC |
6 |
| CastleKnight Management LP |
6 |
| Csenge Advisory Group |
6 |
| Edge Advisors, Llc |
6 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
6 |
| Capital Bank & Trust Co |
6 |
| SJS Investment Consulting Inc. |
6 |
| Driehaus Capital Management Llc |
6 |
| Sandy Spring Bank |
6 |
| EverSource Wealth Advisors, LLC |
6 |
| Ameritas Advisory Services, LLC |
6 |
| BRYN MAWR TRUST Co |
6 |
| Yousif Capital Management, Llc |
6 |
| Delek Group, Ltd. |
6 |
| YorkBridge Wealth Partners, LLC |
6 |
| Pinnacle Bancorp, Inc. |
6 |
| Allspring Global Investments Holdings, LLC |
6 |
| Patriot Financial Group Insurance Agency, LLC |
6 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
6 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
6 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
6 |
| U.S. Capital Wealth Advisors, LLC |
6 |
| Rehmann Capital Advisory Group |
6 |
| Advantage Investment Management, Llc |
6 |
| Capital World Investors |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
6 |
| Maven Securities LTD |
6 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
6 |
| Lord, Abbett & Co. Llc |
6 |
| Tyers Asset Management LLC |
6 |
| Glen Harbor Capital Management LLC |
6 |
| IHT Wealth Management, LLC |
6 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
6 |
| Checchi Capital Advisers, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
6 |
| Visium Asset Management, LP |
6 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
6 |
| Baker Avenue Asset Management, LP |
6 |
| BlackRock Japan Co. Ltd |
6 |
| Marco Investment Management Llc |
6 |
| Ubs Oconnor Llc |
6 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
6 |
| Fulton Bank, N.a. |
6 |
| Kistler-Tiffany Companies, LLC |
6 |
| Hilton Capital Management, LLC |
6 |
| SOIL - Global X Funds - Global X Fertilizers/Potash ETF |
6 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
6 |
| Lenox Wealth Advisors, LLC |
6 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
6 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
| Ajo, Lp |
6 |
| Contravisory Investment Management, Inc. |
6 |
| Bryn Mawr Capital Management Inc |
6 |
| Greenwood Capital Associates Llc |
6 |
| Kornitzer Capital Management Inc /ks |
6 |
| Fisher Asset Management, LLC |
6 |
| Capstone Asset Management Co |
6 |
| First Financial Corp /in/ |
6 |
| Brookstone Capital Management |
6 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
6 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
6 |
| Barnett & Company, Inc. |
6 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
6 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
6 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
| Boston Private Bank & Trust Co |
6 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
| Earnest Partners Llc |
6 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
6 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
6 |
| Nomura Asset Management Co Ltd |
6 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
6 |
| Foundry Partners, LLC |
6 |
| Veritable, L.P. |
6 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
6 |
| Harel Insurance Investments & Financial Services Ltd. |
6 |
| Meitav Dash Investments Ltd |
6 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
6 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
6 |
| Natixis Advisors, L.p. |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| Commerce Bank |
6 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
| Jefferies Financial Group Inc. |
6 |
| Menora Mivtachim Holdings Ltd. |
6 |
| ArrowMark Colorado Holdings LLC |
6 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
6 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
6 |
| Cullen/frost Bankers, Inc. |
6 |
| Amundi |
6 |
| Grove Bank & Trust |
6 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
| Oregon Public Employees Retirement Fund |
6 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| Hbk Investments L P |
6 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
| APG Asset Management N.V. |
6 |
| Bray Capital Advisors |
6 |
| Sit Investment Associates Inc |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
6 |
| Korea Investment CORP |
6 |
| AlphaMark Advisors, LLC |
6 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
6 |
| First Mercantile Trust Co |
6 |
| Sheaff Brock Investment Advisors, LLC |
6 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
6 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
6 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
6 |
| Pitcairn Co |
6 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
6 |
| Asset Dedication, LLC |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
| Old Mutual Customised Solutions (proprietary) Ltd |
6 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| First Interstate Bank |
6 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
6 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
6 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
6 |
| Exchange Traded Concepts, Llc |
6 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
6 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
6 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
6 |
| Old Second National Bank Of Aurora |
6 |
| Exane Derivatives |
6 |
| Mycio Wealth Partners, Llc |
6 |
| NumerixS Investment Technologies Inc |
6 |
| Graham Capital Management, L.P. |
6 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
6 |
| Agf Investments Inc. |
6 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
6 |
| SpiderRock Trading LLC |
6 |
| Colony Group Llc |
6 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
6 |
| Shapiro Robert N |
6 |
| Prescott Group Capital Management, L.l.c. |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
6 |
| Hartford Investment Management Co |
6 |
| Courier Capital Llc |
6 |
| Mason Street Advisors, Llc |
6 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
6 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
6 |
| Washington Trust Bank |
6 |
| Css Llc/il |
6 |
| Evoke Wealth, Llc |
6 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
6 |
| Breton Hill Capital Ltd. |
6 |
| Los Angeles Capital Management Llc |
6 |
| TD Capital Management LLC |
6 |
| K2 Principal Fund, L.p. |
6 |
| Gideon Capital Advisors, Inc. |
6 |
| Archford Capital Strategies, LLC |
6 |
| Cribstone Capital Management, LLC |
6 |
| Oppenheimer Funds Inc |
6 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
6 |
| NN Investment Partners Holdings N.V. |
6 |
| NewSquare Capital LLC |
6 |
| IMC-Chicago, LLC |
6 |
| Bb&t Securities, Llc |
6 |
| Prestige Wealth Management Group LLC |
6 |
| Nordea Investment Management Ab |
6 |
| Wealthspire Advisors, LLC |
6 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
6 |
| Quantinno Capital Management LP |
6 |
| Howe & Rusling Inc |
6 |
| CenterStar Fund, LLC |
6 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
6 |
| Barometer Capital Management Inc. |
6 |
| Wellington Shields Capital Management, LLC |
6 |
| Plante Moran Financial Advisors, LLC |
6 |
| Harvey Capital Management Inc |
6 |
| BNP Paribas Asset Management Holding S.A. |
6 |
| Tortoise Investment Management, LLC |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
6 |
| Mount Yale Investment Advisors, LLC |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
| Pekin Hardy Strauss, Inc. |
6 |
| Turner Investments, L.p. |
6 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
6 |
| Private Capital Group, LLC |
6 |
| Shine Investment Advisory Services Inc |
6 |
| Joel Isaacson & Co., LLC |
6 |
| Americafirst Capital Management, Llc |
6 |
| Avestar Capital, LLC |
6 |
| Jaffetilchin Investment Partners, LLC |
6 |
| ClariVest Asset Management LLC |
6 |
| Sound Income Strategies, LLC |
6 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| Caption Management, LLC |
6 |
| Merit Financial Group, LLC |
6 |
| Larson Financial Group LLC |
6 |
| Clinton Group Inc |
6 |
| Pinnacle Wealth Planning Services, Inc. |
6 |
| Rafferty Asset Management, LLC |
6 |
| Gryphon Financial Partners LLC |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| Legacy Financial Advisors, Inc. |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
6 |
| Tibra Equities Europe Ltd |
6 |
| Ballentine Partners, LLC |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| Centiva Capital, LP |
6 |
| Bedel Financial Consulting, Inc. |
6 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
6 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
6 |
| Integrated Investment Consultants, LLC |
6 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
| Harvest Capital Strategies LLC |
6 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
6 |
| FNY Managed Accounts LLC |
6 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
6 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
6 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
| Shell Asset Management Co |
6 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
6 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
6 |
| Capstone Investment Advisors, Llc |
6 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
6 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
6 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
6 |
| Timber Hill LLC |
6 |
| Harvey Partners, LLC |
6 |
| Jabre Capital Partners S.A. |
6 |
| Aigen Investment Management, Lp |
6 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
6 |
| Westport Resources Management Inc |
6 |
| Montag A & Associates Inc |
6 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
| Stone Ridge Asset Management LLC |
6 |
| Forward Management, LLC |
6 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
| Brinker Capital Investments, LLC |
6 |
| Vestcor Inc |
6 |
| Skandinaviska Enskilda Banken AB (publ) |
6 |
| Mutual Of America Capital Management Llc |
6 |
| Tide Point Capital Management, Lp |
6 |
| Virtus ETF Advisers LLC |
6 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
6 |
| Invenomic Capital Management LP |
6 |
| Petrus Trust Company, LTA |
6 |
| Levin Capital Strategies, L.p. |
6 |
| Twin Tree Management, LP |
6 |
| Artemis Investment Management LLP |
6 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
6 |
| Meridian Wealth Partners, LLC |
6 |
| Ensign Peak Advisors, Inc |
6 |
| Convergence Investment Partners, LLC |
6 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
6 |
| Wasatch Advisors Inc |
6 |
| Oppenheimer Etf Trust |
6 |
| Advisory Research Inc |
6 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
| Scotia Capital Inc. |
6 |
| Bluefin Trading, LLC |
6 |
| Hikari Power Ltd |
6 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
6 |
| Willingdon Wealth Management |
6 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| Northern Trust Co Of Connecticut |
6 |
| Eclectica Asset Management LLP |
6 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
6 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
| Baird Financial Group, Inc. |
6 |
| San Francisco Sentry Investment Group (ca) |
6 |
| Itau Unibanco Holding S.A. |
6 |
| DIET - ETF Series Solutions - Defiance Next Gen Food & Agriculture ETF |
6 |
| Assured Investment Management LLC |
6 |
| Peak6 Llc |
6 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
6 |
| Gardner Lewis Asset Management L P |
6 |
| Asset Management One Co., Ltd. |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| Geneva Advisors, LLC |
6 |
| Motco |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| Cornerstone Capital Management Holdings Llc. |
6 |
| Capital International Investors |
6 |
| American Funds Insurance Series |
6 |
| First Personal Financial Services |
6 |
| Edmond De Rothschild Holding S.a. |
6 |
| Peregrine Asset Advisers, Inc. |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| Horizon Investments, LLC |
6 |
| Highline Wealth Partners Llc |
6 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
6 |
| Cromwell Holdings LLC |
6 |
| IndexIQ Advisors LLC |
6 |
| GV Financial Advisors |
6 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
6 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
6 |
| Rothschild Investment Llc |
6 |
| AHL Partners LLP |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| Point72 (DIFC) Ltd |
6 |
| FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund |
6 |
| Gamco Natural Resources, Gold & Income Trust |
6 |
| Bollard Group LLC |
6 |
| Profund Advisors Llc |
6 |
| Arcadia Investment Management Corp/mi |
6 |
| Shelton Capital Management |
6 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
| Trellus Management Company, LLC |
6 |
| ACG Wealth |
6 |
| Greenleaf Trust |
6 |
| CWA Asset Management Group, LLC |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
6 |
| Smartleaf Asset Management LLC |
6 |
| Skopos Labs, Inc. |
6 |
| Principal Securities, Inc. |
6 |
| Bank Of Nova Scotia |
6 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| ETRADE Capital Management LLC |
6 |
| GAMMA Investing LLC |
6 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
6 |
| Index Management Solutions, LLC |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| Profunds - Profund Vp Oil & Gas |
6 |
| RMB Capital Management, LLC |
6 |
| Baird Robert W & Co Inc /wi/ |
6 |
| Gts Securities Llc |
6 |
| Putnam Premier Income Trust |
6 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
6 |
| Placemark Investments, Inc. |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| Forum Funds |
6 |
| Ascend Capital, Llc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
| Seven Eight Capital, Lp |
6 |
| Ci Investments Inc. |
6 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
6 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
6 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
6 |
| Axq Capital, Lp |
6 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| L & S Advisors Inc |
5 |
| Vigilant Capital Management, LLC |
5 |
| Fiera Capital Corp |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| Golden State Wealth Management, LLC |
5 |
| Regentatlantic Capital Llc |
5 |
| WealthStone, Inc. |
5 |
| BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
5 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
5 |
| Viking Fund Management Llc |
5 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
5 |
| Coastal Investment Advisors, Inc. |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| Compagnie Lombard Odier SCmA |
5 |
| GeoWealth Management, LLC |
5 |
| Burney Co/ |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| Kanaly Trust Co |
5 |
| Seamans Capital Management, LLC |
5 |
| Ninety One UK Ltd |
5 |
| City National Bank |
5 |
| Mizuho Securities Usa Llc |
5 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
| Pictet Asset Management Holding SA |
5 |
| Signet Financial Management, Llc |
5 |
| Globeflex Capital L P |
5 |
| Connable Office Inc |
5 |
| Janus Capital Management Llc |
5 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
5 |
| Winfield Associates, Inc. |
5 |
| Wesbanco Bank Inc |
5 |
| True Link Financial Advisors, LLC |
5 |
| Chicago Partners Investment Group LLC |
5 |
| Parsons Capital Management Inc/ri |
5 |
| New England Securities Corp /MA/ |
5 |
| UMA Financial Services, Inc. |
5 |
| Formidable Asset Management, LLC |
5 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
5 |
| Woodline Partners LP |
5 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| Vident Advisory, LLC |
5 |
| Ethic Inc. |
5 |
| D'Orazio & Associates, Inc. |
5 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
5 |
| QCM Cayman, Ltd. |
5 |
| Vantage Investment Advisors, LLC |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
5 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
5 |
| GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF |
5 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
5 |
| Gladius Capital Management LP |
5 |
| Standard Life Aberdeen plc |
5 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
| Clear Harbor Asset Management, LLC |
5 |
| Colonial Trust Advisors |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
5 |
| Raymond James Trust N.a. |
5 |
| Nbc Securities, Inc. |
5 |
| S&co Inc |
5 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
5 |
| Janney Capital Management LLC |
5 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| Cim Investment Mangement Inc |
5 |
| CI Global Investments Inc. |
5 |
| Wellington Grp LLC |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
| First Horizon Corp |
5 |
| Essential Partners LLC |
5 |
| Gilman Hill Asset Management, LLC |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| SeaTown Holdings Pte. Ltd. |
5 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
5 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
5 |
| CVA Family Office, LLC |
5 |
| VANGUARD ASSET MANAGEMENT, Ltd |
5 |
| Alambic Investment Management, L.P. |
5 |
| Vanguard Investments Australia, Ltd. |
5 |
| Knight Capital Group, Inc. |
5 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
5 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
5 |
| Pacific Alternative Asset Management Company, Llc |
5 |
| Santa Fe Partners LLC |
5 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
5 |
| Mn Services Vermogensbeheer B.V. |
5 |
| Picton Mahoney Asset Management |
5 |
| Rockefeller Financial Services Inc |
5 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
5 |
| SIR Capital Management, L.P. |
5 |
| Cutter & CO Brokerage, Inc. |
5 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
5 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
5 |
| Mather Group, Llc. |
5 |
| Covington Capital Management |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| SHP Wealth Management |
5 |
| Oakworth Capital, Inc. |
5 |
| MidFirst Bank |
5 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
5 |
| Simon Quick Advisors, Llc |
5 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
5 |
| Capital One, National Association |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| Sandler Capital Management |
5 |
| Croft-leominster Inc |
5 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| Total Clarity Wealth Management, Inc. |
5 |
| Verus Capital Partners, Llc |
5 |
| Numeric Investors Llc |
5 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
5 |
| Camarda Financial Advisors, LLC |
5 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
5 |
| Lombard Odier Asset Management (Switzerland) SA |
5 |
| Oxbow Advisors, LLC |
5 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
| Man Investments Ltd |
5 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
5 |
| Fred Alger Management, Llc |
5 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
5 |
| Vanguard Portfolio Management Llc |
5 |
| MCF Advisors LLC |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
5 |
| Bronson Point Management LLC |
5 |
| Psagot Investment House Ltd. |
5 |
| Cohen & Steers, Inc. |
5 |
| Bridgefront Capital, LLC |
5 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
5 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
5 |
| Hanseatic Management Services Inc |
5 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
5 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
5 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| Cerebellum GP, LLC |
5 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
5 |
| Jolley Asset Management, LLC |
5 |
| Tarbox Family Office, Inc. |
5 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
5 |
| Alpha Cubed Investments, LLC |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| Hartford Financial Management Inc. |
5 |
| Swiss Life Asset Management Ltd |
5 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
5 |
| WealthPLAN Partners, LLC |
5 |
| Blackrock Resources & Commodities Strategy Trust |
5 |
| HITE Hedge Asset Management LLC |
5 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
5 |
| Girard Partners Ltd. |
5 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
5 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
5 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
5 |
| Glenmede Investment Management, LP |
5 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
5 |
| Connor Clark & Lunn Investment Management Ltd |
5 |
| First Quadrant L P/ca |
5 |
| Virginia Retirement System |
5 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
5 |
| Alexandria Capital, LLC |
5 |
| City State Bank |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
5 |
| Cambiar Investors Llc |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| Integral Derivatives, LLC |
5 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
5 |
| Hunter Associates Investment Management Llc |
5 |
| Symphony Asset Management Llc |
5 |
| Vantage Consulting Group Inc |
5 |
| Sei Trust Co |
5 |
| SageView Advisory Group, LLC |
5 |
| New York State Teachers Retirement System |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| JustInvest LLC |
5 |
| Caxton Associates Lp |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
5 |
| Connective Capital Management, LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
5 |
| Caas Capital Management Lp |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| Stoneridge Investment Partners Llc |
5 |
| TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| Mosaic Family Wealth, LLC |
5 |
| American National Bank |
5 |
| Ledyard National Bank |
5 |
| Blue Bell Private Wealth Management, Llc |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
5 |
| Advocacy Wealth Management Services, LLC |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| Dreman Value Management, L L C |
5 |
| Virtus Investment Advisers, Inc. |
5 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
5 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
5 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
5 |
| John Hancock Hedged Equity & Income Fund |
5 |
| Liberty Street Advisors, Inc. |
5 |
| Pennsylvania Trust Co |
5 |
| Delta Asset Management Llc/tn |
5 |
| National Pension Service |
5 |
| Thornburg Investment Management Inc |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
5 |
| Frontier Wealth Management LLC |
5 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
5 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| PharVision Advisers, LLC |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Thomas White International Ltd |
5 |
| Sculptor Capital LP |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
5 |
| Intact Investment Management Inc. |
5 |
| Maverick Capital Ltd |
5 |
| Sageworth Trust Co |
5 |
| StoneX Group Inc. |
5 |
| Capital International Sarl |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
5 |
| Bayforest Capital Ltd |
5 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
5 |
| Bluestein R H & Co |
5 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
5 |
| Rossby Financial, LCC |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
5 |
| Capital International Ltd /ca/ |
5 |
| Epoch Investment Partners, Inc. |
5 |
| Silvercrest Asset Management Group Llc |
5 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
5 |
| Monetary Management Group Inc |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
5 |
| Longfellow Investment Management Co Llc |
5 |
| Kennedy Capital Management, Inc. |
5 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
5 |
| First Citizens Bank & Trust Co |
5 |
| Murphy & Mullick Capital Management Corp |
5 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
5 |
| USS Investment Management Ltd |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| I.g. Investment Management, Ltd. |
5 |
| JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
5 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| Opal Wealth Advisors, LLC |
5 |
| Dubuque Bank & Trust Co |
5 |
| Guardian Capital Lp |
5 |
| WASHINGTON TRUST Co |
5 |
| Jain Global LLC |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
5 |
| Pictet Asset Management Sa |
5 |
| Webster Bank, N. A. |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
5 |
| Country Trust Bank |
5 |
| HighPoint Advisor Group LLC |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| Sierra Ocean, Llc |
5 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| Credit Capital Investments LLC |
5 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
5 |
| R Squared Ltd |
5 |
| Danske Bank A/s |
5 |
| Roberts Glore & Co Inc /il/ |
5 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
5 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
| Baldwin Brothers Inc/ma |
5 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
5 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
5 |
| Amalgamated Financial Corp. |
5 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
5 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
5 |
| Baystate Wealth Management LLC |
5 |
| NatWest Group plc |
5 |
| Erste Asset Management GmbH |
5 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
5 |
| Wunderlich Securities, Inc. |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
| Warren Averett Asset Management, LLC |
5 |
| Atria Wealth Solutions, Inc. |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
5 |
| GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
5 |
| TIMOTHY PLAN - Timothy Strategic Variable |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Claymore Exchange-traded Fund Trust |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
5 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
5 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
5 |
| Capital International Inc /ca/ |
5 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
5 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
5 |
| Detwiler Fenton Investment Management LLC |
5 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
5 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
5 |
| Smith, Moore & Co. |
5 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
5 |
| Uniplan Investment Counsel, Inc. |
5 |
| Mizuho Asset Management Co.,Ltd. |
5 |
| Axiom Investment Management LLC |
5 |
| Nebula Research & Development LLC |
5 |
| Old West Investment Management, LLC |
5 |
| Root Financial Partners, LLC |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
5 |
| Wilmington Funds Management Corp |
5 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
5 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
5 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
5 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
| Td Private Client Wealth Llc |
5 |
| Harbour Capital Advisors, LLC |
5 |
| Abound Wealth Management |
5 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
5 |
| Lenox Wealth Management, Inc. |
5 |
| Loomis Sayles & Co L P |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| Waddell & Reed Advisors Funds |
5 |
| Blackrock Ltd Duration Income Trust |
5 |
| Blackrock Corporate High Yield Fund, Inc. |
5 |
| Blackrock Core Bond Trust |
5 |
| Krilogy Financial LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| Glen Eagle Advisors, LLC |
5 |
| Gulf International Bank (UK) Ltd |
5 |
| Corebridge Financial, Inc. |
5 |
| Handelsbanken Fonder AB |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
5 |
| Old National Bancorp /in/ |
5 |
| Cobalt Capital Management, Inc. |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| Optiver Holding B.V. |
5 |
| Community Bank, N.A. |
5 |
| International Assets Investment Management, Llc |
5 |
| Blackrock Debt Strategies Fund, Inc. |
5 |
| Artisan Partners Limited Partnership |
5 |
| Meadow Creek Investment Management LLC |
5 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
5 |
| De Lisle Partners LLP |
5 |
| Accurate Wealth Management, LLC |
5 |
| Texas Permanent School Fund |
5 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
5 |
| Summit Global Investments |
5 |
| Wipfli Financial Advisors Llc, |
5 |
| Jump Trading, LLC |
5 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
5 |
| Kestra Private Wealth Services, Llc |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| Probity Advisors, Inc. |
5 |
| WealthCollab, LLC |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| Empowered Funds, LLC |
5 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
5 |
| Princeton Alpha Management LP |
5 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
| Manning & Napier Advisors Llc |
5 |
| Hexagon Capital Partners LLC |
5 |
| Shay Capital LLC |
5 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
| KROP - Global X Funds - Global X AgTech & Food Innovation ETF |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| Cantab Capital Partners LLP |
5 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
5 |
| Flinton Capital Management LLC |
5 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
5 |
| Leuthold Group, Llc |
5 |
| Meridian Wealth Management, LLC |
5 |
| Bell Investment Advisors, Inc |
5 |
| Carnegie Capital Asset Management, LLC |
5 |
| Mason Street Advisors, Llc |
5 |
| JJJ Advisors Inc. |
5 |
| Stephens Consulting, LLC |
5 |
| Cambridge Trust Co |
5 |
| Founders Financial Alliance, LLC |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| Sterneck Capital Management, LLC |
5 |
| Ridgewood Investments LLC |
5 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
5 |
| Arizona State Retirement System |
5 |
| Colony Group, LLC |
5 |
| Gupta Wealth Management LLC |
5 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
5 |
| Pathstone Holdings, LLC |
5 |
| Susquehanna Portfolio Strategies, LLC |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| Cidel Asset Management Inc |
5 |
| Friess Associates Llc |
5 |
| MARSHALL WACE ASIA Ltd |
5 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
| Wolff Wiese Magana Llc |
5 |
| Johnson Investment Counsel Inc |
5 |
| Kms Financial Services, Inc |
5 |
| Achmea Investment Management B.V. |
5 |
| KCAL - Series Portfolios Trust - Subversive Food Security ETF |
5 |
| Six Circles Trust - Six Circles Global Bond Fund |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| Moody National Bank Trust Division |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
5 |
| Hanson & Doremus Investment Management |
5 |
| Profunds - Profund Vp Small-cap |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| Laird Norton Trust Company, Llc |
5 |
| Evergreen Capital Management Llc |
5 |
| Calton & Associates, Inc. |
5 |
| Essex Financial Services, Inc. |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
5 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
5 |
| CenterStar Asset Management, LLC |
5 |
| Jupiter Asset Management Ltd |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
5 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| Employees Retirement System of Texas |
5 |
| Centaurus Financial, Inc. |
5 |
| Todd Asset Management Llc |
5 |
| Hl Financial Services Llc |
5 |
| Advisor Partners Ii, Llc |
5 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
5 |
| Financial Management Professionals, Inc. |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
5 |
| Robeco Schweiz AG |
5 |
| Avantax Planning Partners, Inc. |
5 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
5 |
| Utah Retirement Systems |
5 |
| Marathon Trading Investment Management LLC |
5 |
| Citizens Financial Group Inc/ri |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| Truewealth Llc |
5 |
| Cornerstone Wealth Management, LLC |
5 |
| Profunds - Profund Vp Ultrasmall-cap |
5 |
| Pinkerton Retirement Specialists, LLC |
5 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
| MYDA Advisors LLC |
5 |
| VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
5 |
| Tcw Group Inc |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| J.P. Turner & Co Capital Mnagement, LLC |
5 |
| Versor Investments LP |
5 |
| Spot Trading L.l.c. |
5 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
5 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
5 |
| Invictus RG Pte. Ltd. |
5 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
5 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
5 |
| Wealthcare Capital Management Llc |
5 |
| Invictus RG |
5 |
| Stanley-Laman Group, Ltd. |
5 |
| Holocene Advisors, LP |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Berman Capital Advisors, LLC |
5 |
| Catapult Capital Management Llc |
5 |
| Koch Industries Inc |
5 |
| Texas Yale Capital Corp. |
5 |
| BDO Wealth Advisors, LLC |
5 |
| Central Bank & Trust Co |
5 |
| Phoenix Holdings Ltd. |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| Coppell Advisory Solutions Corp. |
5 |
| Financial Advocates Investment Management |
5 |
| Advisor Partners Llc |
5 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
5 |
| Beck Mack & Oliver Llc |
5 |
| Diametric Capital, LP |
5 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| Louisiana State Employees Retirement System |
5 |
| Pendal Group Ltd |
5 |
| Hancock Whitney Corp |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| Point72 Middle East FZE |
5 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| McIlrath & Eck, LLC |
5 |
| Investment Centers Of America Inc |
5 |
| Ahrens Investment Partners LLC |
5 |
| C M Bidwell & Associates Ltd |
5 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
5 |
| Dividend Asset Capital, Llc |
5 |
| State of Alaska, Department of Revenue |
5 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
| Blackrock Multi-sector Income Trust |
5 |
| Scout Investments, Inc. |
5 |
| Security National Trust Co |
5 |
| Whitener Capital Management, Inc. |
5 |
| Metis Global Partners, LLC |
5 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
5 |
| Pacifica Partners Inc. |
5 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
5 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
5 |
| Dupont Capital Management Corp |
5 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
5 |
| Integrated Wealth Concepts LLC |
5 |
| Weiss Strategic Interval Fund |
5 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
| Davidson Kempner Capital Management Lp |
5 |
| Cibc World Markets Corp |
5 |
| Diversified Trust Co |
5 |
| Societe Generale |
5 |
| Arete Wealth Advisors, LLC |
5 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
5 |
| Vectors Research Management, LLC |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
5 |
| St Germain D J Co Inc |
5 |
| Gateway Investment Advisers Llc |
5 |
| Fortitude Family Office, LLC |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
5 |
| Principal Diversified Select Real Asset Fund |
5 |
| Bruce G. Allen Investments, LLC |
5 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
5 |
| Valley National Advisers Inc |
5 |
| Wellington Shields & Co., LLC |
5 |
| Riverview Trust Co |
5 |
| Apollon Wealth Management, LLC |
5 |
| Rydex Etf Trust |
5 |
| Element Capital Management Llc |
5 |
| Zions Bancorporation, N.A. |
5 |
| Avantax Advisory Services, Inc. |
5 |
| Innealta Capital, Llc |
5 |
| Lapides Asset Management, LLC |
5 |
| Jennison Associates Llc |
5 |
| Bb&t Investment Services, Inc. |
5 |
| Carmignac Gestion |
5 |
| Fairfield, Bush & Co. |
5 |
| Claro Advisors LLC |
5 |
| Quantitative Investment Management, LLC |
5 |
| Global Thematic Partners, LLC |
5 |
| Princeton Global Asset Management LLC |
5 |
| Confluence Investment Management Llc |
5 |
| K.J. Harrison & Partners Inc |
5 |
| USA Financial Portformulas Corp |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| Roundview Capital LLC |
4 |
| Crestline Management, LP |
4 |
| BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
4 |
| Morningstar Investment Services LLC |
4 |
| AlphaOne Investment Services, LLC |
4 |
| FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Brandes Investment Partners, Lp |
4 |
| Family Management Corp |
4 |
| Cypress Asset Management Inc/tx |
4 |
| S. Muoio & Co. Llc |
4 |
| Berkley W R Corp |
4 |
| Securian Asset Management, Inc |
4 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
4 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
4 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
4 |
| Wilmington Trust Co |
4 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
4 |
| Counsel Portfolio Services Inc. |
4 |
| FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
4 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
4 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
4 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
4 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
4 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| Capital Wealth Planning, LLC |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| Chesapeake Asset Management Llc |
4 |
| Jarislowsky, Fraser Ltd |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| Yakira Capital Management, Inc. |
4 |
| Crestwood Advisors Group LLC |
4 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
4 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| Mraz, Amerine & Associates, Inc. |
4 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
4 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
4 |
| Dean Investment Associates, Llc |
4 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
4 |
| Skba Capital Management Llc |
4 |
| Apriem Advisors |
4 |
| Smith, Salley & Associates |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| Concert Wealth Management Inc. |
4 |
| Capital Research Global Investors |
4 |
| Deprince Race & Zollo Inc |
4 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
4 |
| Washington State Investment Board |
4 |
| Haberer Registered Investment Advisor Inc |
4 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| Terril Brothers, Inc. |
4 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
| Cornerstone Advisory, LLC |
4 |
| Cowen Prime Services LLC |
4 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
4 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
4 |
| PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
4 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
4 |
| D L Carlson Investment Group Inc |
4 |
| TRUE Private Wealth Advisors |
4 |
| V Wealth Advisors LLC |
4 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
4 |
| Brookfield Public Securities Group LLC |
4 |
| Twin Capital Management Inc |
4 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| RiverPoint Capital Management, LLC |
4 |
| Shellback Capital, LP |
4 |
| RPG Investment Advisory, LLC |
4 |
| PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| Harbor Investment Advisory, Llc |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
4 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
4 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
| Andra AP-fonden |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| Li Winifred I |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio |
4 |
| FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio |
4 |
| Blackstone Group Inc |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| Wrapmanager Inc |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| Tsfg, Llc |
4 |
| Forsta Ap-fonden |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
4 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Martingale Asset Management L P |
4 |
| NorthRock Partners, LLC |
4 |
| VGLSX - VALIC Co I - Global Strategy Fund |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
4 |
| Howard Hughes Medical Institute |
4 |
| Intrust Bank Na |
4 |
| Bahl & Gaynor Inc |
4 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
4 |
| Cornercap Investment Counsel Inc |
4 |
| Verity Asset Management, Inc. |
4 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
4 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
4 |
| Park Avenue Securities Llc |
4 |
| BTG Pactual Global Asset Management Ltd |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| Kingsview Wealth Management, LLC |
4 |
| Guardian Capital Advisors Lp |
4 |
| Edmond de Rothschild (Europe) |
4 |
| Horizon Kinetics LLC |
4 |
| Advisors Preferred, LLC |
4 |
| Adams Natural Resources Fund, Inc. |
4 |
| Sugarloaf Wealth Management, LLC |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
4 |
| Estabrook Capital Management |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| Sumitomo Life Insurance Co |
4 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| Venture Visionary Partners LLC |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Steel Peak Wealth Management LLC |
4 |
| Fort, L.p. |
4 |
| Carolina Wealth Advisors, LLC |
4 |
| Cambria Investment Management, L.P. |
4 |
| Investors Capital Advisory Services |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Key FInancial Inc |
4 |
| Absolute Return Capital, LLC |
4 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
4 |
| Keebeck Alpha, LP |
4 |
| Anchor Bolt Capital, LP |
4 |
| Madison Asset Management, LLC |
4 |
| 361 Capital Llc |
4 |
| Jade Capital Advisors, LLC |
4 |
| FORA Capital, LLC |
4 |
| Tlp Group Llc |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| Center for Financial Planning, Inc. |
4 |
| Paradigm Asset Management Co Llc |
4 |
| Palouse Capital Management, Inc. |
4 |
| Cinctive Capital Management LP |
4 |
| Twinbeech Capital Lp |
4 |
| Mirabella Financial Services Llp |
4 |
| Quinn Opportunity Partners LLC |
4 |
| Edgestream Partners, L.P. |
4 |
| Evermay Wealth Management Llc |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Anson Funds Management LP |
4 |
| Scholtz & Company, Llc |
4 |
| Duquesne Family Office LLC |
4 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
4 |
| Kovitz Investment Group Partners, LLC |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| BI Asset Management Fondsmaeglerselskab A/S |
4 |
| Allstate Corp |
4 |
| Cobblestone Capital Advisors Llc /ny/ |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| F&C Asset Management plc |
4 |
| State of New Jersey Common Pension Fund A |
4 |
| Winton Capital Management Ltd |
4 |
| Willow Street Advisors LLC |
4 |
| Glg Inc. |
4 |
| Eudaimonia Partners, LLC |
4 |
| Rosenberg Matthew Hamilton |
4 |
| Rsm Us Wealth Management Llc |
4 |
| GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
4 |
| LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
4 |
| Tdam Usa Inc. |
4 |
| New Mexico Educational Retirement Board |
4 |
| PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund |
4 |
| Lincoln National Corp |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Capula Management Ltd |
4 |
| Cannell Peter B & Co Inc |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
4 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
4 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
| Mawer Investment Management Ltd. |
4 |
| Advance Capital I Inc |
4 |
| Congress Asset Management Co /ma |
4 |
| Schonfeld Group Holdings LLC |
4 |
| Physicians Financial Services, Inc. |
4 |
| EverPoint Asset Management, LLC |
4 |
| Tiverton Asset Management Llc |
4 |
| CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Whitnell & Co. |
4 |
| Banco BTG Pactual S.A. |
4 |
| Southport Management, L.l.c. |
4 |
| RPAR - Tidal ETF Trust - RPAR Risk Parity ETF |
4 |
| Parkwood LLC |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| BARING ASSET MANAGEMENT Ltd |
4 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
4 |
| Discovery Capital Management, Llc / Ct |
4 |
| Sumit Capital, Llc |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| Aristides Capital LLC |
4 |
| Winchester Group Inc. |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Cohen & Steers Capital Management Inc |
4 |
| Arrowgrass Capital Partners (us) Lp |
4 |
| Balter Liquid Alternatives, LLC |
4 |
| Agf Management Ltd |
4 |
| Passport Capital, LLC |
4 |
| First Pacific Financial |
4 |
| Kestra Advisory Services, LLC |
4 |
| Horizon Financial Services, Llc |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Antonetti Capital Management LLC |
4 |
| SevenBridge Financial Group, LLC |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| Smith Asset Management Group Lp |
4 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
4 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
4 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
4 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
4 |
| Alerus Financial Na |
4 |
| GoalVest Advisory LLC |
4 |
| Bellwether Investment Group, LLC |
4 |
| PointState Capital LP |
4 |
| Aaron Wealth Advisors LLC |
4 |
| Transform Wealth, LLC |
4 |
| Symmetry Investments LP |
4 |
| Golden State Equity Partners |
4 |
| Penn Capital Management Co Inc |
4 |
| Baring International Investment Ltd |
4 |
| Strategic Capital Group LLC |
4 |
| Elite Wealth Management, Inc. |
4 |
| Ibex Wealth Advisors |
4 |
| Stanford Investment Group, Inc. |
4 |
| Veriti Management LLC |
4 |
| Corient Capital Partners, LLC |
4 |
| Xact Kapitalforvaltning AB |
4 |
| Etf Managers Group, Llc |
4 |
| Obermeyer Wood Investment Counsel, Lllp |
4 |
| AustralianSuper Pty Ltd |
4 |
| Vontobel Holding Ltd. |
4 |
| Interchange Capital Partners, LLC |
4 |
| AGF Investments LLC |
4 |
| Chiron Investment Management, LLC |
4 |
| Tradition Wealth Management, LLC |
4 |
| Farmers & Merchants Trust Co of Chambersburg PA |
4 |
| Stone House Investment Management, LLC |
4 |
| Elgethun Capital Management |
4 |
| Glenview Trust Co |
4 |
| First Capital Advisors Group, LLC. |
4 |
| Teza Capital Management LLC |
4 |
| Childress Capital Advisors, Llc |
4 |
| Segantii Capital Management Ltd |
4 |
| Symmetry Partners, LLC |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| Empirical Finance, LLC |
4 |
| Capital Income Builder |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Nfj Investment Group, Llc |
4 |
| Money Concepts Capital Corp |
4 |
| Lee Financial Co |
4 |
| Miracle Mile Advisors, LLC |
4 |
| Banco Santander, S.A. |
4 |
| Heritage Wealth Management, Llc |
4 |
| Triumph Capital Management |
4 |
| Eagle Bay Advisors LLC |
4 |
| Level Four Advisory Services, Llc |
4 |
| Bornite Capital Management LP |
4 |
| City Financial Investment Co Ltd |
4 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Activest Wealth Management |
4 |
| Ritholtz Wealth Management |
4 |
| Heartland Advisors Inc |
4 |
| BlackRock ESG Capital Allocation Trust |
4 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
4 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
4 |
| Dunvegan Associates, Inc. |
4 |
| SpiderRock Advisors, LLC |
4 |
| Heritage Trust Co |
4 |
| Pinnacle Financial Partners Inc |
4 |
| Clear Street Llc |
4 |
| Schubert & Co |
4 |
| Guggenheim Active Allocation Fund |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Sentry Investment Management Llc |
4 |
| Capital Performance Advisors Llp |
4 |
| Dixon Hughes Goodman Wealth Advisors LLC |
4 |
| Lido Advisors, LLC |
4 |
| Bfsg, Llc |
4 |
| Moody Lynn & Lieberson, Llc |
4 |
| Steward Financial Group LLC |
4 |
| Retirement Planning Co of New England, Inc. |
4 |
| Sanctuary Wealth Advisors, LLC |
4 |
| NorthCrest Asset Manangement, LLC |
4 |
| Intercontinental Wealth Advisors, LLC |
4 |
| Fractal Investments LLC |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Patten Group, Inc. |
4 |
| Ferris Capital, Llc |
4 |
| Washington Trust Advisors, Inc. |
4 |
| Bramshill Investments, LLC |
4 |
| CenterBook Partners LP |
4 |
| MQS Management LLC |
4 |
| Bogart Wealth, LLC |
4 |
| Dialectic Capital Management, Lp |
4 |
| Chilton Investment Co Llc |
4 |
| Corton Capital Inc. |
4 |
| Ipswich Investment Management Co., Inc. |
4 |
| Raleigh Capital Management Inc. |
4 |
| Wealthfront Inc |
4 |
| Rise Advisors, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
| Simplicity Wealth,LLC |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Ascent Group, LLC |
4 |
| Front Row Advisors LLC |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| Westwood Holdings Group Inc |
4 |
| Householder Group Estate & Retirement Specialist, LLC |
4 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
4 |
| LGT Group Foundation |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| Tcwp Llc |
4 |
| Baader Bank INC |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
| UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF |
4 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
4 |
| Vise Technologies, Inc. |
4 |
| XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| Triasima Portfolio Management inc. |
4 |
| Hantz Financial Services, Inc. |
4 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
4 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
4 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
4 |
| Gerstein Fisher |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| King Luther Capital Management Corp |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| Peconic Partners Llc |
4 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
4 |
| ICA Group Wealth Management, LLC |
4 |
| Colonial Trust Co / SC |
4 |
| Primecap Management Co/ca/ |
4 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
4 |
| First Foundation Advisors |
4 |
| Armstrong Advisory Group, Inc |
4 |
| Global Wealth Strategies & Associates |
4 |
| AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
4 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
4 |
| Bleakley Financial Group, LLC |
4 |
| Cassaday & Co Wealth Management LLC |
4 |
| Bogle Investment Management L P /de/ |
4 |
| New York Life Investment Management Llc |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| Headlands Technologies LLC |
4 |
| Strategic Investment Solutions, Inc. /IL |
4 |
| Kula Investments, LLC |
4 |
| West Tower Group, LLC |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Numerai GP LLC |
4 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
4 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| Callan Family Office, LLC |
4 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| V-Square Quantitative Management LLC |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
4 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
4 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
4 |
| Legacy Capital Group California, Inc. |
4 |
| PFG Investments, LLC |
4 |
| TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| Atomi Financial Group, Inc. |
4 |
| Impact Partnership Wealth, LLC |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| UniSuper Management Pty Ltd |
4 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
4 |
| Dunhill Financial, LLC |
4 |
| Arlington Trust Co LLC |
4 |
| Syon Capital Llc |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| Azimuth Capital Management LLC |
4 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
4 |
| HBK Sorce Advisory LLC |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| Impala Asset Management LLC |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Sapient Capital Llc |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| Private Wealth Management Group, LLC |
4 |
| Quest Partners LLC |
4 |
| Sachetta, LLC |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| Tidemark, LLC |
4 |
| Chesapeake Capital Corp /il/ |
4 |
| Choate Investment Advisors |
4 |
| Ilex Capital Partners (UK) LLP |
4 |
| Scientech Research LLC |
4 |
| EntryPoint Capital, LLC |
4 |
| Virtus Global Dividend & Income Fund Inc. |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| Planning Capital Management Corp |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
4 |
| Analytic Investors, LLC |
4 |
| Entropy Technologies, LP |
4 |
| nVerses Capital, LLC |
4 |
| Woodmont Investment Counsel Llc |
4 |
| Cypress Capital Management Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
4 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
4 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
4 |
| Azzad Asset Management Inc /adv |
4 |
| American Capital Advisory, LLC |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| Oppenheimer Variable Account Funds |
4 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
| Welch & Forbes Llc |
4 |
| Cookson Peirce & Co Inc |
4 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| LRI Investments, LLC |
4 |
| Geduld E E |
4 |
| Bbr Partners, Llc |
4 |
| Pathway Financial Advisers, LLC |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| WR Wealth Planners, LLC |
4 |
| Zeke Capital Advisors, Llc |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
4 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
| Sanctuary Advisors, LLC |
4 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
| CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
4 |
| Aviance Capital Partners, LLC |
4 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| Aster Capital Management (DIFC) Ltd |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
| Tri-continental Corp |
4 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
4 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
4 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
4 |
| Private Capital Advisors, Inc. |
4 |
| AMF Pensionsforsakring AB |
4 |
| Cary Street Partners Financial Llc |
4 |
| Nwq Investment Management Company, Llc |
4 |
| Banque Transatlantique SA |
4 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
| VSR Financial Services, Inc. |
4 |
| Dogwood Wealth Management LLC |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
4 |
| Cloud Capital Management, LLC |
4 |
| Zions Bancorporation, National Association /ut/ |
4 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
| Private Wealth Asset Management, LLC |
4 |
| SummitTX Capital, L.P. |
4 |
| South Dakota Investment Council |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| Credential Securities Inc. |
4 |
| Reliance Trust Co Of Delaware |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
| Us Global Investors Funds |
4 |
| Marex Group plc |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
| FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| Torren Management, LLC |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
4 |
| Eurizon Capital SGR S.p.A. |
4 |
| Royce Value Trust Inc |
4 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
4 |
| WIREX - PFS FUNDS - Wireless Fund |
4 |
| Cornerstone Financial Management LLC |
4 |
| Rathbone Brothers plc |
4 |
| Stevens First Principles Investment Advisors |
4 |
| West Family Investments, Inc. |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
4 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
4 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| Family Firm, Inc. |
4 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
4 |
| Global X Funds |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
4 |
| GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| Qci Asset Management Inc/ny |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
4 |
| John Hancock Investors Trust |
4 |
| Private Bank & Trust Co |
4 |
| PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| Parametrica Management Ltd |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| Burt Wealth Advisors |
4 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| Lebenthal Holdings,LLC |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
| Guyasuta Investment Advisors Inc |
4 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
4 |
| Sii Investments Inc/wi |
4 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| 3G Capital Partners LP |
4 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
4 |
| First New York Securities Llc /ny |
4 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
4 |
| Royce & Associates Lp |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
4 |
| CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A |
4 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
4 |
| Honeywell International Inc |
4 |
| Alliancebernstein Global High Income Fund Inc |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
4 |
| Pinnacle Summer Investments, Inc. |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Clarus Wealth Advisors |
4 |
| Squar Milner Financial Services Llc |
4 |
| Kempen Capital Management N.v. |
4 |
| Independence Bank of Kentucky |
4 |
| Mutual Advisors, LLC |
4 |
| Santori & Peters, Inc. |
4 |
| Delpha Capital Management, Llc |
4 |
| Centenus Global Management, Lp |
4 |
| Melqart Asset Management (uk) Ltd |
4 |
| High Pointe Capital Management Llc |
4 |
| First Command Advisory Services, Inc. |
4 |
| CWM Advisors, LLC |
4 |
| Banco de Sabadell, S.A |
4 |
| Virtue Capital Management, LLC |
4 |
| Solstein Capital, LLC |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| Mercer Capital Advisers, Inc. |
4 |
| E Six Thirteen, Llc |
4 |
| Van Den Berg Management I, Inc |
4 |
| Private Capital Management, LLC |
4 |
| Maple Securities Usa Inc |
4 |
| Loews Corp |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| Atlas Capital Advisors Llc |
4 |
| MU Investments Co., Ltd. |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Change Path, LLC |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| Goodman Financial Corp |
4 |
| CX Institutional |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| Pflug Koory, LLC |
4 |
| Randolph Co Inc |
4 |
| Truvestments Capital Llc |
4 |
| Steigerwald, Gordon & Koch Inc. |
4 |
| Dow Chemical Co /de/ |
4 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
4 |
| Selective Wealth Management, Inc. |
4 |
| Kavar Capital Partners, LLC |
4 |
| Camelot Portfolios, LLC |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| Fortress Investment Group LLC |
4 |
| Rothschild Investment Corp /il |
4 |
| Quantamental Technologies LLC |
4 |
| Enlightenment Research, LLC |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| Russell Clark Investment Management Ltd |
4 |
| Windsor Creek Advisors, Llc |
4 |
| Costello Asset Management, INC |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| Alphacrest Capital Management Llc |
4 |
| M&g Investment Management Ltd |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Blueshift Asset Management, LLC |
4 |
| Pasadena Private Wealth, LLC |
4 |
| Townsquare Capital Llc |
4 |
| Duality Advisers, Lp |
4 |
| Amica Mutual Insurance Co |
4 |
| Field & Main Bank |
4 |
| Ameritas Investment Corp |
4 |
| Sandbar Asset Management LLP |
4 |
| Financial Consulate, Inc |
4 |
| Weld Capital Management Llc |
4 |
| Alera Investment Advisors, LLC |
4 |
| Strategic Blueprint, LLC |
4 |
| Hnp Capital Llc |
4 |
| Capital Management Associates /ny/ |
4 |
| Meritage Portfolio Management |
4 |
| Western Wealth Management, LLC |
4 |
| Quest Capital Management Inc /adv |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| BCJ Capital Management, LLC |
4 |
| Delta Lloyd Nv |
4 |
| Treasurer of the State of North Carolina |
4 |
| Liberty Wealth Management Llc |
4 |
| Great Valley Advisor Group, Inc. |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| Westfield Capital Management Co Lp |
4 |
| Murphy Pohlad Asset Management LLC |
4 |
| Comerica Securities,inc. |
4 |
| Next Financial Holdings |
4 |
| E&G Advisors, LP |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Stonehage Fleming Financial Services Holdings Ltd |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Arden Investment Series Trust |
4 |
| Visionary Asset Management, Inc. |
4 |
| Royal London Asset Management Ltd |
4 |
| Avion Wealth |
4 |
| Markel Corp |
4 |
| Parametric Market Neutral Portfolio |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Eagle Global Advisors Llc |
4 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
4 |
| RBF Capital, LLC |
4 |
| Cnh Partners Llc |
4 |
| Avalon Advisors, Llc |
4 |
| Overbrook Management Corp |
4 |
| Steinberg Global Asset Management |
4 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
4 |
| IBM Retirement Fund |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| Hall Laurie J Trustee |
4 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
4 |
| HighVista Strategies LLC |
4 |
| Clark Capital Management Group, Inc. |
4 |
| Glg Llc |
4 |
| RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class |
4 |
| Colrain Capital Llc |
4 |
| Calamos Advisors LLC |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
4 |
| FT Options LLC |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
4 |
| Bienville Capital Management, LLC |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
4 |
| Bank Of Hawaii |
4 |
| COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F |
4 |
| Conning Inc. |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
4 |
| Eagle Asset Management Inc |
4 |
| Financial Sense Advisors, Inc. |
4 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
4 |
| Carlson Capital L P |
4 |
| MUFG Securities EMEA plc |
4 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
4 |
| WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
4 |
| New England Asset Management Inc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
4 |
| State Of Michigan Retirement System |
4 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
4 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
4 |
| Highstreet Asset Management Inc. |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| RYDEX VARIABLE TRUST - Basic Materials Variable Annuity |
4 |
| Cordasco Financial Network |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
4 |
| Paragon Capital Management Ltd |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Retirement Systems of Alabama |
4 |
| FormulaFolio Investments, LLC |
4 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
4 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
4 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
4 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| American Research & Management Co. |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Ion Asset Management Ltd. |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| Leavell Investment Management, Inc. |
4 |
| FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class |
4 |
| Oakbrook Investments Llc |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| DnB Asset Management AS |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| City Holding Co |
4 |
| Tompkins Financial Corp |
4 |
| GW&K Investment Management, LLC |
4 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
4 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
4 |
| Alpha Windward Llc |
4 |
| Cheyne Capital Management (UK) LLP |
4 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
4 |
| Franklin Street Advisors Inc /nc |
4 |
| Great Lakes Advisors, Llc |
4 |
| Regent Investment Management LLC |
4 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
4 |
| First PREMIER Bank |
4 |
| Cullinan Associates Inc |
4 |
| Tran Capital Management, L.p. |
4 |
| Perkins Coie Trust Co |
4 |
| Roosevelt Investment Group Llc |
4 |
| Pentwater Capital Management LP |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Jag Capital Management, Llc |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
4 |
| Modera Wealth Management, LLC |
4 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
4 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| Bruderman Asset Management, LLC |
4 |
| Beacon Investment Advisory Services, Inc. |
4 |
| Df Dent & Co Inc |
4 |
| Wall Street Access Asset Management, LLC |
4 |
| Hanlon Investment Management, Inc. |
4 |
| Northern Oak Wealth Management Inc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| Genesee Valley Trust Co |
4 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
4 |
| FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| Ronald Blue & Co Llc |
4 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
4 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
| One Capital Management, LLC |
4 |
| HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
4 |
| Legacy Capital Partners, Inc. |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| Wedge Capital Management L L P/nc |
4 |
| Trust Investment Advisors |
4 |
| American National Insurance Co /tx/ |
4 |
| Ssi Investment Management Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| Argent Trust Co |
4 |
| MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF |
4 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
4 |
| Capital Investment Counsel, Inc |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
4 |
| Comerica Securities Inc |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| Aviance Capital Management, Llc |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| Nbt Bank N A /ny |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
4 |
| Partnervest Advisory Services LLC |
4 |
| NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| Ruffer LLP |
4 |
| TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| Amica Retiree Medical Trust |
4 |
| Amica Pension Fund Board Of Trustees |
4 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
4 |
| Mackay Shields Llc |
4 |
| Palisade Asset Management, LLC |
4 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| Flow Traders U.s. Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
4 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| Legato Capital Management LLC |
3 |
| Bernicke Wealth Management, Ltd. |
3 |
| Mint Tower Capital Management B.V. |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
| Miller Howard Investments Inc /ny |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| Shufro Rose & Co Llc |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
3 |
| Transamerica Partners Funds Group |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| S&t Bank/pa |
3 |
| Svenska Handelsbanken AB (publ) |
3 |
| Hallmark Capital Management Inc |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| Anchor Capital Advisors Llc |
3 |
| Park Avenue Institutional Advisers LLC |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
3 |
| MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| Castleark Management Llc |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| Royal Fund Management, LLC |
3 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
3 |
| Bank Of The West |
3 |
| Atlantic Edge Private Wealth Management, LLC |
3 |
| DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| Credential Qtrade Securities Inc. |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| WMS Partners, LLC |
3 |
| Tyrus Capital S.A.M. |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Arcus Capital Partners, LLC |
3 |
| Lakeview Capital Partners, LLC |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| Hartford Series Fund Inc |
3 |
| MASTER BOND LLC - Master Total Return Portfolio |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
| Egerton Capital (UK) LLP |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
3 |
| Granite Investment Partners, LLC |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
3 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
3 |
| Coe Capital Management, LLC |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Dreyfus High Yield Strategies Fund |
3 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
3 |
| JPL Wealth Management, LLC |
3 |
| Narwhal Capital Management |
3 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| Emerald Advisers, Llc |
3 |
| Bank Hapoalim Bm |
3 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
3 |
| United Asset Strategies, Inc. |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| Wright Investors Service Inc |
3 |
| Verde Servicos Internacionais S.A. |
3 |
| Ab Pooling Portfolios |
3 |
| DecisionPoint Financial, LLC |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| Bourne Lent Asset Management Inc |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Payden & Rygel |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
3 |
| IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B |
3 |
| Galaxy Capital Trading Ltd |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Curian Capital Llc |
3 |
| Raging Capital Management, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Ativo Capital Management LLC |
3 |
| Corsair Capital Management, L.p. |
3 |
| Private Ocean, LLC |
3 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| Lehman Financial Resources, Inc. |
3 |
| JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
3 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| Ariel Investments, Llc |
3 |
| TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| TD Securities (USA) LLC |
3 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
3 |
| Kestra Investment Management, LLC |
3 |
| Trilogy Capital Inc. |
3 |
| Asia Research & Capital Management Ltd |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| Rockbridge Investment Management, LCC |
3 |
| Stockman Wealth Management, Inc. |
3 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
3 |
| Tennessee Valley Asset Management Partners |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Cleararc Capital Inc |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
3 |
| RFG Advisory, LLC |
3 |
| Windsor Capital Management, LLC |
3 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
3 |
| Caldwell Trust Co |
3 |
| Markston International Llc |
3 |
| Baltimore-Washington Financial Advisors, Inc. |
3 |
| Greatmark Investment Partners, Inc. |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| Heritage Wealth Advisors |
3 |
| SECOR Capital Advisors, LP |
3 |
| Flossbach Von Storch Ag |
3 |
| Institute for Wealth Management, LLC. |
3 |
| FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
3 |
| First Allied Asset Management, Inc. |
3 |
| Aurora Investment Counsel |
3 |
| Crewe Advisors LLC |
3 |
| Mengis Capital Management, Inc. |
3 |
| First Heartland Consultants, Inc. |
3 |
| DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
| BlueCrest Capital Management LLP |
3 |
| Intersect Capital LLC |
3 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
| Covalis Capital Llp |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Advanced Asset Management Advisors Inc |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| Redwood Investment Management, Llc |
3 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
3 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
3 |
| CMT Asset Management Ltd |
3 |
| Palladium Partners Llc |
3 |
| Macroview Investment Management Llc |
3 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| La Banque Postale Asset Management SA |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
| Marble Harbor Investment Counsel, LLC |
3 |
| Stansberry Asset Management, Llc |
3 |
| Icm Asset Management Inc/wa |
3 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
| Newgate Capital Management Llc |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| Northeast Financial Consultants Inc |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| Abich Financial Wealth Management LLC |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
3 |
| PGGM Investments |
3 |
| Botty Investors LLC |
3 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
| 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 |
3 |
| CIBC Bancorp USA Inc. |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
3 |
| Congress Park Capital LLC |
3 |
| Allegis Investment Advisors, LLC |
3 |
| Kaizen Advisory, Llc |
3 |
| GOFIX - GMO TRUST - GMO Resources Fund Class III |
3 |
| Icon Wealth Partners, LLC |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
| Aevitas Wealth Management, Inc. |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| 180 Wealth Advisors, Llc |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| Cape Investment Advisory, Inc. |
3 |
| London Co Of Virginia |
3 |
| Tredje AP-fonden |
3 |
| Financial Counselors Inc |
3 |
| AXA Investment Managers S.A. |
3 |
| Vanguard Horizon Funds |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| Claudia M.p. Batlle, Crp (r) Llc |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| Rocky Mountain Advisers, Llc |
3 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
| Addison Capital Co |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| Montgomery Investment Management Inc |
3 |
| Fulcrum Asset Management LLP |
3 |
| Highland Capital Management Lp |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| Cai Capital Management, Inc. |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
3 |
| MANA Advisors LLC |
3 |
| LGT Financial Advisors LLC |
3 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| DT Investment Partners, LLC |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Atlantic Union Bankshares Corp |
3 |
| Adirondack Trust Co |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Lmcg Investments, Llc |
3 |
| Rowland & Co Investment Counsel/adv |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Standard Life Investments LTD |
3 |
| Athanor Capital, Lp |
3 |
| EWG Elevate Inc. |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| VACVX - VALIC Co II - Large Cap Value Fund |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| G&S Capital LLC |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| Triangle Securities Wealth Management |
3 |
| FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
3 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| Garda Capital Partners Lp |
3 |
| Vanguard Capital Wealth Advisors |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Pfs Investments Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| Litman Gregory Asset Management LLC |
3 |
| CSat Investment Advisory, L.P. |
3 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| Mid Continent Capital Llc/il |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| Fideuram - Intesa Sanpaolo Private Banking S.p.a. |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| Vanguard Specialized Funds |
3 |
| Elyxium Wealth, LLC |
3 |
| IPG Investment Advisors LLC |
3 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| Keating Financial Advisory Services, Inc. |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
3 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
3 |
| RBB FUND, INC. - Aquarius International Fund |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| Fideuram Asset Management (Ireland) dac |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
3 |
| Concorde Asset Management, LLC |
3 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
3 |
| One Wealth Advisors, LLC |
3 |
| Systematic Financial Management Lp |
3 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| Nuance Investments, Llc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
3 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
| DORCHESTER WEALTH MANAGEMENT Co |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| Hosking Partners LLP |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| BlackRock Capital Allocation Trust |
3 |
| Birch Hill Investment Advisors LLC |
3 |
| Ironsides Asset Advisors, LLC |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| CNB Bank |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
| Columbia Partners L L C Investment Management |
3 |
| CenturyLink Investment Management Co |
3 |
| D.B. Root & Company, LLC |
3 |
| Certified Advisory Corp |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
3 |
| JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
3 |
| Foster Dykema Cabot & Partners, Llc |
3 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
3 |
| Stancorp Investment Advisers Inc |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| General Electric Co |
3 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
3 |
| S.a.c. Global Investors, Llp |
3 |
| Samlyn Capital, Llc |
3 |
| Marino, Stram & Associates Llc |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| Centerpoint Advisors, LLC |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| Nvwm, Llc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
3 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Rodgers Brothers Inc. |
3 |
| Kleinwort Benson Investors Dublin Ltd |
3 |
| United Community Bank |
3 |
| Walnut Level Capital LLC |
3 |
| Aspect Partners, LLC |
3 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
3 |
| Frontier Investment Mgmt Co |
3 |
| CLARET ASSET MANAGEMENT Corp |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| Kwmg, Llc |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Nippon Life Global Investors Americas, Inc. |
3 |
| Burgundy Asset Management Ltd. |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| Emerald Investment Partners, Llc |
3 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| IMA Wealth, Inc. |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Anderson Hoagland & Co |
3 |
| Premier Fund Managers Ltd |
3 |
| Peapack Gladstone Financial Corp |
3 |
| West Branch Capital LLC |
3 |
| Van Hulzen Asset Management, LLC |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| Ulysses Management LLC |
3 |
| Castleview Partners, Llc |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Hodges Capital Management Inc. |
3 |
| Berkeley Capital Partners, LLC |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Old Point Trust & Financial Services N A |
3 |
| Signature Equity Partners, LLC |
3 |
| Linscomb & Williams, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| Gratia Capital, Llc |
3 |
| Curbstone Financial Management Corp |
3 |
| Gabelli Equity Series Funds Inc |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| EFG International AG |
3 |
| Contrarius Investment Management Ltd |
3 |
| Millrace Asset Group, Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Soros Fund Management Llc |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| Gables Capital Management Inc. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| Champlain Investment Partners, LLC |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Private Wealth Partners, LLC |
3 |
| Emory University |
3 |
| Addenda Capital Inc. |
3 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
3 |
| Edmond De Rothschild (suisse) S.a. |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| Ikos Cif Ltd |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| Sankala Group LLC |
3 |
| New America High Income Fund Inc |
3 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
3 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
3 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| Rothschild Asset Management Inc |
3 |
| Employees Provident Fund Board |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
| James Investment Research Inc |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| ISAM Funds (UK) Ltd |
3 |
| New Vernon Investment Management Llc |
3 |
| Malaga Cove Capital, LLC |
3 |
| Brinker Capital Inc |
3 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| Augustine Asset Management Inc |
3 |
| Unigestion Holding SA |
3 |
| Vanguard Whitehall Funds |
3 |
| DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
3 |
| Century Capital Management, LLC |
3 |
| Herndon Capital Management Llc |
3 |
| Vestor Capital, Llc |
3 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| Avanza Fonder AB |
3 |
| 40 North Management LLC |
3 |
| ORG Partners LLC |
3 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
3 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| Keeley Asset Management Corp |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| Homrich & Berg |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| Tt International |
3 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
3 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| PCJ Investment Counsel Ltd. |
3 |
| QUANTRES ASSET MANAGEMENT Ltd |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| PRNT - Ark ETF Trust - The 3D Printing ETF |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| Intentional Wealth Strategies, LLC |
3 |
| Equitable Holdings, Inc. |
3 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
| Heck Capital Advisors, LLC |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| Sentry Investments Corp. |
3 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
| Community Bank System, Inc. |
3 |
| Regents Of The University Of California |
3 |
| VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| Transcend Wealth Collective, Llc |
3 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
3 |
| BLB&B Advisors, LLC |
3 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
3 |
| Simmons Bank |
3 |
| TB Alternative Assets Ltd. |
3 |
| Fruth Investment Management |
3 |
| Ayalon Holdings Ltd. |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Reynolds Capital Management Llc |
3 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
| Lionsbridge Wealth Management LLC |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| Schulhoff & Co Inc |
3 |
| Caldwell Securities, Inc |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| Owl Creek Wealth Partners LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| Baltimore-Washington Financial Advisors Inc. |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| Alpine Woods Capital Investors, Llc |
3 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
| Sun Life Financial Inc |
3 |
| Walthausen & Co., LLC |
3 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
| Moon Capital Management, LLC |
3 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
3 |
| Bridgecreek Investment Management, LLC |
3 |
| Echo Street Capital Management LLC |
3 |
| Atika Capital Management LLC |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Baillie Gifford & Co |
3 |
| Boston Advisors Llc |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Tipp Hill Capital Management LLC |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| Delaware Enhanced Global Dividend & Income Fund |
3 |
| Platinum Investment Management Ltd |
3 |
| Kelly Lawrence W & Associates Inc/ca |
3 |
| ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
3 |
| Wbi Investments, Inc. |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| Silphium Asset Management Ltd |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Allred Capital Management, LLC |
3 |
| Candlestick Capital Management LP |
3 |
| Optas, LLC |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
3 |
| Redmond Asset Management, LLC |
3 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
3 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
3 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Zebra Capital Management LLC |
3 |
| Iridian Asset Management Llc/ct |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Norman Fields, Gottscho Capital Management, LLC |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| Third Point LLC |
3 |
| Old North State Trust, LLC |
3 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
3 |
| Knowledge Leaders Capital, LLC |
3 |
| Portland Investment Counsel Inc. |
3 |
| Laurel Wealth Advisors LLC |
3 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
3 |
| Pearl River Capital, LLC |
3 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Sheffield Asset Management, L.L.C. |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| Centerstone Investors, LLC |
3 |
| Jackson Hole Capital Partners, LLC |
3 |
| FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
| Deutsche Value Series, Inc |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
| Banced Corp |
3 |
| InterOcean Capital, LLC |
3 |
| Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF |
3 |
| Whipplewood Advisors, LLC |
3 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
3 |
| Profunds - Profund Vp Basic Materials |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| Recurrent Investment Advisors LLC |
3 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
| CR Intrinsic Investors, LLC |
3 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
3 |
| Ascent Wealth Partners, LLC |
3 |
| Creekmur Asset Management LLC |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| Boyd Watterson Asset Management Llc/oh |
3 |
| Thomasville National Bank |
3 |
| Sepio Capital, LP |
3 |
| Corbenic Partners LLC |
3 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
| Ohio National Investments, Inc. |
3 |
| Blume Capital Management, Inc. |
3 |
| Guardian Investor Services Llc |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| DSAM Partners (London) Ltd |
3 |
| Vollero Beach Capital Partners LLC |
3 |
| Spectrum Management Group, LLC |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| Cordant, Inc. |
3 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| FTWO - EA Series Trust - Strive FAANG 2.0 ETF |
3 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Column Capital Advisors, LLC |
3 |
| Synergy Investment Management, LLC |
3 |
| Banyan Partners, LLC |
3 |
| PRW Wealth Management LLC |
3 |
| Stamos Capital Partners, L.p. |
3 |
| Shapiro Capital Management Llc |
3 |
| EPG Wealth Management LLC |
3 |
| Skylands Capital, LLC |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| Neo Ivy Capital Management |
3 |
| Fma Advisory Inc |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Exxonmobil Investment Management Inc /tx |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| Meridian Management Co |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| Ossiam |
3 |
| Fosun International Ltd |
3 |
| Soroban Capital Partners LP |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
| Chase Investment Counsel Corp |
3 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
3 |
| Rialto Wealth Management, LLC |
3 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
3 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
3 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
3 |
| Monetta Financial Services Inc |
3 |
| Daiwa SB Investments Ltd. |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| TCTC Holdings, LLC |
3 |
| New England Research & Management, Inc. |
3 |
| PartnerRe Asset Management CORP |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| CHICAGO TRUST Co NA |
3 |
| Fortem Financial Group, Llc |
3 |
| General Motors Investment Management Corp |
3 |
| Atom Investors LP |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
| Actinver Wealth Management, Inc. |
3 |
| Trust Co |
3 |
| Appian Way Asset Management LP |
3 |
| Harvest Investment Services, LLC |
3 |
| Salomon & Ludwin, LLC |
3 |
| Marketfield Asset Management LLC |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| Green Valley Investors Llc |
3 |
| Gluskin Sheff & Assoc Inc |
3 |
| West Oak Capital, LLC |
3 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Minneapolis Portfolio Management Group, LLC |
3 |
| Eminence Capital, Lp |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| MorganRosel Wealth Management, LLC |
3 |
| MIK Capital, LP |
3 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
| Texas Capital Bancshares Inc/tx |
3 |
| Kathmere Capital Management, LLC |
3 |
| Alpha Quant Advisors, Llc |
3 |
| Rockland Trust Co |
3 |
| Wealthfront Advisers Llc |
3 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
| Pensionfund DSM Netherlands |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Bailard, Inc. |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
| Usaa Etf Trust |
3 |
| Edge Capital Group, LLC |
3 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
3 |
| Kcm Investment Advisors Llc |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| Icon Advisers Inc/co |
3 |
| Human Investing LLC |
3 |
| Pensionfund Sabic |
3 |
| Argent Trust Company, N.a. |
3 |
| First American Trust, Fsb |
3 |
| Stock Yards Bank & Trust Co |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| Qtron Investments LLC |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| Generali Asset Management SPA SGR |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| Centre Asset Management, LLC |
3 |
| Lion Street Advisors, LLC |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
| MXI - iSHARES TRUST - iShares Global Materials ETF |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| Amerivest Investment Management LLC |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| Saturna Capital CORP |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
3 |
| Lowe Brockenbrough & Co Inc |
3 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| Bar Harbor Trust Services |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Highland Capital Management, Llc |
3 |
| Timber Creek Capital Management LLC |
3 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
3 |
| Contrarius Group Holdings Ltd |
3 |
| PSI Advisors, LLC |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| O'Brien Greene & Co. Inc |
3 |
| Trilogy Global Advisors Lp |
3 |
| Financial Perspectives, Inc |
3 |
| Hennessy Advisors Inc |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| TrimTabs Asset Management, LLC |
3 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
3 |
| Millstone Evans Group, LLC |
3 |
| Crow Point Partners, LLC |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| Strategy Asset Managers Llc |
3 |
| Bridges Investment Management Inc |
3 |
| Klp Kapitalforvaltning As |
3 |
| American National Bank & Trust Co /va/ |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Putnam Fl Investment Management Co |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| EA Series Trust |
3 |
| Harvard Management Co Inc |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Portolan Capital Management, LLC |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| Machina Capital S.a.s. |
3 |
| Deltec Asset Management Llc |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| KG&L Capital Management,LLC |
3 |
| Concourse Capital Management, LLC |
3 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
3 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
| GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI |
3 |
| Hikari Tsushin, Inc. |
3 |
| LeJeune Puetz Investment Counsel LLC |
3 |
| Hartree Partners, LP |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
| Cadence Wealth Management LLC |
3 |
| Point72 Europe (London) LLP |
3 |
| Guild Investment Management, Inc. |
3 |
| Ashford Capital Management Inc |
3 |
| FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| LBA Wealth Management, LLC |
3 |
| Y.D. More Investments Ltd |
3 |
| Bank of New Hampshire |
3 |
| Destination Wealth Management |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| Dixon Mitchell Investment Counsel Inc. |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| Beech Hill Advisors, Inc. |
3 |
| Orca Investment Management, LLC |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
| Beck Capital Management, Llc |
3 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| Columbus Hill Capital Management, L.P. |
3 |
| Continuum Advisory, LLC |
3 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
3 |
| JBF Capital, Inc. |
3 |
| Pilgrim Partners Asia Pte Ltd |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| Bbva Usa |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Pallas Capital Advisors LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
3 |
| Roble, Belko & Company, Inc |
3 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
3 |
| Tealwood Asset Management Inc |
3 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
3 |
| Lesa Sroufe & Co |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| Advisor Resource Council |
3 |
| Dark Forest Capital Management Lp |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
| Professional Financial Advisors, LLC |
3 |
| Sterne Agee Group, Inc. |
3 |
| Simply Money Advisors |
3 |
| Optimize Financial Inc |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Adviser Investments LLC |
3 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
| Intellectus Partners, LLC |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| Quadrature Capital LLP |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| R&F Capital Advisors LP |
3 |
| Arden Trust Co |
3 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| Transce3nd, LLC |
3 |
| Fortis Advisors, LLC |
3 |
| Investment House Llc |
3 |
| Advent Claymore Convertible Securities & Income Fund |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| Zrc Wealth Management, Llc |
3 |
| Triad Wealth Partners, LLC |
3 |
| Boussard & Gavaudan Investment Management LLP |
3 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
| Bridgeworth, LLC |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| Garde Capital, Inc. |
3 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Prentiss Smith & Co Inc |
3 |
| BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
3 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| Raiffeisen Bank International AG |
3 |
| IFM Investors Pty Ltd |
3 |
| Corrado Advisors, Llc |
3 |
| DLD Asset Management, LP |
3 |
| CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| Premier Asset Management Llc |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Massar Capital Management, LP |
3 |
| Jpmorgan Trust Iii |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| Vertex One Asset Management Inc. |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| Stonehage Fleming (uk) Ltd |
3 |
| Plaisance Capital LLC |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
3 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
| Personal Capital Advisors Corp |
3 |
| Private Harbour Investment Management & Counsel, LLC |
3 |
| Almanack Investment Partners, LLC. |
3 |
| FourThought Financial, LLC |
3 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
| FDO Partners, LLC |
3 |
| Steadfast Capital Management (UK) Ltd. |
3 |
| SG Capital Management LLC |
3 |
| Sheets Smith Wealth Management |
3 |
| Norinchukin Bank, The |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
3 |
| Thornburg Income Builder Opportunities Trust |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
3 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
3 |
| New Perspective Fund |
3 |
| ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
3 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
| Delaware Management Holdings, Inc. |
3 |
| Omnia Family Wealth, LLC |
3 |
| GFS Advisors, LLC |
3 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| Andromeda Capital LLC |
3 |
| Blackrock Ecosolutions Investment Trust |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Curi Wealth Management, LLC |
3 |
| Personal Cfo Solutions, Llc |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Fieldview Capital Management, LLC |
3 |
| Senvest Management, LLC |
3 |
| Lebenthal Asset Management, LLC |
3 |
| PGIM Short Duration High Yield Opportunities Fund |
3 |
| Fir Tree Capital Management Lp |
3 |
| Tfo-tdc, Llc |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| Washington Capital Management Inc |
3 |
| Beck Bode, LLC |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| Morse Asset Management, Inc |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Mediolanum International Funds Ltd |
3 |
| Steadfast Capital Management Lp |
3 |
| Lloyds Banking Group plc |
3 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Ivory Investment Management, Llc |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| Parkside Investments, LLC |
3 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| Oak Thistle LLC |
3 |
| Kings Point Capital Management |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| Kentucky Retirement Systems |
3 |
| Madison Investment Holdings Inc |
3 |
| IFC Holdings Incorporated/FL |
3 |
| Odey Asset Management Group Ltd |
3 |
| Hilltop National Bank |
3 |
| Parvin Asset Management, LLC |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
3 |
| SkyView Investment Advisors, LLC |
3 |
| IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF |
3 |
| Davidson Investment Advisors |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| Tobam |
3 |
| Absolute Capital Management, LLC |
3 |
| Morgens Waterfall Vintiadis & Co Inc |
3 |
| Sterling Investment Advisors, Ltd. |
3 |
| Integrated Advisors Network LLC |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Clear Perspective Advisors, LLC |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Freestone Grove Partners LP |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| Keene & Associates, Inc. |
3 |
| Astrantus Ltd |
3 |
| McAdam, LLC |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| Green Arrow Capital Management Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
| Adalta Capital Management LLC |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Leelyn Smith, LLC |
3 |
| Chicago Equity Partners Llc |
3 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
| Atlantic Trust, LLC |
3 |
| Broadview Advisors Llc |
3 |
| WP Advisors, LLC |
3 |
| Park Place Capital Corp |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| Wharton Business Group, LLC |
3 |
| Orion Capital Management LLC |
3 |
| Kozak & Associates, Inc. |
3 |
| Geneva Partners, LLC |
3 |
| Retirement Group, LLC |
3 |
| Crescent Grove Advisors, LLC |
3 |
| Northwest Wealth Management, Llc |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Kowal Investment Group, LLC |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares |
3 |
| Goehring & Rozencwajg Associates, LLC |
3 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
| Fusion Family Wealth LLC |
3 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
3 |
| Readystate Asset Management Lp |
3 |
| AlphaStar Capital Management, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Kepos Capital LP |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| Buckingham Strategic Partners |
3 |
| Taconic Capital Advisors LP |
3 |
| AMG National Trust Bank |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Confluence Wealth Services, Inc. |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Jd Capital Management Llc |
3 |
| Red Tortoise LLC |
3 |
| Garner Asset Management Corp |
3 |
| NinePointTwo Capital |
3 |
| VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class |
3 |
| Traynor Capital Management, Inc. |
3 |
| Hilltop Holdings Inc. |
3 |
| GHAAX - VanEck Funds - Global Hard Assets Fund Class A |
3 |
| Pinnbrook Capital Management Lp |
3 |
| Sicart Associates LLC |
3 |
| Thomist Capital Management, LP |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| Investment Management Corp of Ontario |
3 |
| Thunderbird Partners Llp |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| Nuveen Tax-advantaged Dividend Growth Fund |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Anomaly Capital Management, LP |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| MBE Wealth Management, LLC |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| Saiers Capital, LLC |
3 |
| Gordian Capital Singapore Pte Ltd |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| Bluefin Capital Management, Llc |
3 |
| New Millennium Group LLC |
3 |
| Radnor Capital Management, LLC |
3 |
| Euclid Advisors LLC |
3 |
| Donoghue Forlines LLC |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| American Financial Network Advisory Services Llc |
3 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| Park West Asset Management LLC |
3 |
| Harbor Advisors LLC |
3 |
| Mbb Public Markets I Llc |
3 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Verdence Capital Advisors LLC |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| Mascoma Wealth Management LLC |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Us Financial Advisors, Llc |
3 |
| Close Asset Management Ltd |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
3 |
| Copeland Capital Management, LLC |
3 |
| Albion Financial Group /ut |
3 |
| WealthTrust Axiom LLC |
3 |
| Deuterium Capital Management, LLC |
3 |
| Concord Wealth Partners |
3 |
| Outfitter Advisors, Ltd. |
3 |
| Laffer Investments |
3 |
| Dynamic Capital Management Ltd |
3 |
| Stonebridge Capital Management Inc |
3 |
| Gruber & Mcbaine Capital Management Llc |
3 |
| Maple Capital Management, Inc. |
3 |
| HB Wealth Management, LLC |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
3 |
| REAP Financial Group, LLC |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| Synergy Financial Management, LLC |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Ulland Investment Advisors, LLC |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| TradeLink Global Equity LLC |
3 |
| XR Securities LLC |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| Moran Wealth Management, LLC |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| Forum Financial Management, LP |
3 |
| BancorpSouth Inc |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| Inspire Advisors, LLC |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| Byrne Asset Management LLC |
3 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
| Cypress Capital Group |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| Horizons Etf Trust I |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| ARGI Investment Services, LLC |
3 |
| Global Financial Private Client, LLC |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
| Achievement Holdings L.P. |
3 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
| Masters Capital Management Llc |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| ANTIPODES PARTNERS Ltd |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
3 |
| Ballew Advisors, Inc |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
3 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| American National Registered Investment Advisor, Inc. |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| Humankind Investments LLC |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| Tucker Asset Management Llc |
3 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
3 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| Kilter Group LLC |
3 |
| Gamble Jones Investment Counsel |
3 |
| Oak Family Advisors, Llc |
3 |
| CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| EMJ Capital Ltd. |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| Tetrem Capital Management Ltd. |
3 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| SOL Capital Management CO |
3 |
| Annapolis Financial Services, LLC |
3 |
| Strengthening Families & Communities, LLC |
3 |
| Empyrean Capital Partners, LP |
3 |
| Kepos Capital LP |
3 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
3 |
| American Beacon Advisors, Inc. |
3 |
| PKO Investment Management Joint-Stock Co |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
3 |
| 111 Capital |
3 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
3 |
| NOIEX - Northern Funds - Northern Income Equity Fund |
3 |
| Glenorchy Capital Ltd |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| Lonestar Capital Management LLC |
3 |
| Winton Diversified Opportunities Fund |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| High Net Worth Advisory Group LLC |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| AGF Investments America Inc. |
3 |
| Nicholas Investment Partners, LP |
3 |
| TFC Financial Management |
3 |
| LGT Fund Management Co Ltd. |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| Cushing Asset Management, Lp |
3 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
| Westend Capital Management LLC |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| Semanteon Capital Management, LP |
3 |
| Shepherd Kaplan Krochuk, Llc |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Alphadyne Asset Management, LLC |
3 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| First National Trust Co |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| EHP Funds Inc. |
3 |
| Select Equity Group, L.P. |
3 |
| Concentric Capital Strategies, LP |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Beacon Capital Management, LLC |
3 |
| Calamos Wealth Management LLC |
3 |
| Levitt Capital Management LLC |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| Zweig Advisers Llc |
3 |
| GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
3 |
| Range Financial Group LLC |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| Leverage Partners Absolute Return Fund SPC |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Spartan Fund Management Inc. |
3 |
| Ada Investment Management, LP |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| Himension Fund |
3 |
| Transamerica Partners Portfolios |
3 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
3 |
| Beaconlight Capital, Llc |
3 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Quad Capital Management Advisors LLC |
3 |
| MassMutual Access Pine Point Fund |
3 |
| RWM Asset Management, LLC |
3 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
| J.w. Cole Advisors, Inc. |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| YHB Investment Advisors, Inc. |
3 |
| Argentus Capital Management, LLC |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
| Avalon Trust Co |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
3 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
| FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II |
3 |
| IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF |
3 |
| Franklin Universal Trust |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| Vanguard Windsor Funds |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
3 |
| S.A. Mason LLC |
3 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| TriaGen Wealth Management LLC |
3 |
| Nwam Llc |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
3 |
| EULAV Asset Management |
3 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
3 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
| MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF |
3 |
| T. Rowe Price Investment Management, Inc. |
3 |
| Hemington Wealth Management |
3 |
| Headinvest, Llc |
3 |
| Corvex Management LP |
3 |
| Axxcess Wealth Management, Llc |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| NorthCoast Asset Management LLC |
3 |
| Barrett Asset Management, LLC |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
| PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| Disciplined Investments, LLC |
3 |
| Ccm Investment Group, Llc |
3 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
3 |
| Accel Wealth Management |
3 |
| Delphi Private Advisors LLC |
3 |
| Binnacle Investments Inc |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| Harwood Advisory Group, LLC |
3 |
| Sigma Capital Management Llc |
3 |
| Exane Asset Management |
3 |
| Ridgeworth Funds |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| Romano Brothers And Company |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
| CARY - Angel Oak Funds Trust - Angel Oak Income ETF |
3 |
| WPG Advisers, LLC |
3 |
| Bare Financial Services, Inc |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| Lipe & Dalton |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| Wealth Watch Advisors, INC |
3 |
| Foundation Asset Management, LP |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Drive Wealth Management, Llc |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| HFM Investment Advisors, LLC |
3 |
| Schooner Investment Group, LLC. |
3 |
| Johnson Midwest Financial, LLC |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| McAdams Wright Ragen, Inc. |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
| Xponance, Inc. |
3 |
| Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| DV Trading LLC |
3 |
| tru Independence LLC |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| Polus Capital Management Ltd |
3 |
| Clearline Capital LP |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| Gould Asset Management Llc /ca/ |
3 |
| CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| Gallacher Capital Management LLC |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
3 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
3 |
| Trifecta Capital Advisors, LLC |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| Fiduciary Alliance LLC |
3 |
| Jackson Square Capital, Llc |
3 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
3 |
| Fidelis Capital Partners, LLC |
3 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
3 |
| Daymark Wealth Partners, Llc |
3 |
| Kessler Investment Group, LLC |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| Stuart Chaussee & Associates, Inc. |
3 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| NuWave Investment Management, LLC |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| AdvisorShares Investments LLC |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| Harfst & Associates, Inc. |
3 |
| Founders Bank & Trust |
3 |
| Mendota Financial Group, LLC |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| Afton Capital Management Llc |
3 |
| Greenland Capital Management LP |
3 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| Capital Growth Management Lp |
3 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Bp Plc |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Qsemble Capital Management, LP |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
3 |
| Midas Management Corp |
3 |
