| FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund |
95 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
86 |
| VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares |
78 |
| BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund |
70 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
57 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
55 |
| HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF |
55 |
| AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
54 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
53 |
| GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional |
53 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
53 |
| HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF |
52 |
| Six Circles Trust - Six Circles Tax Aware Bond Fund |
49 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
48 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
48 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
47 |
| LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F |
46 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
46 |
| MASTER BOND LLC - Master Total Return Portfolio |
46 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
44 |
| SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A |
44 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
44 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
44 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
43 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
43 |
| RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A |
43 |
| GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional |
42 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
41 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
41 |
| BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund |
41 |
| FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund |
41 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
41 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
40 |
| BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 |
40 |
| VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A |
40 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
40 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
38 |
| MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
38 |
| Fmr Llc |
38 |
| Deutsche Bank Ag\ |
38 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
37 |
| MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A |
37 |
| Wells Fargo & Company/mn |
37 |
| IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 |
37 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
37 |
| LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A |
37 |
| Citadel Advisors Llc |
36 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
36 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
36 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
36 |
| FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund |
36 |
| Goldman Sachs Group Inc |
35 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
35 |
| Bank Of America Corp /de/ |
35 |
| GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional |
35 |
| Morgan Stanley |
35 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
35 |
| Barclays Plc |
35 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
35 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
35 |
| Citigroup Inc |
34 |
| Pacer Advisors, Inc. |
34 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
34 |
| Royal Bank Of Canada |
34 |
| GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares |
34 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
34 |
| Ameriprise Financial Inc |
34 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
34 |
| BlackRock, Inc. |
34 |
| LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A |
34 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
34 |
| Jpmorgan Chase & Co |
33 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
33 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
33 |
| FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund |
33 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
33 |
| Lazard Asset Management Llc |
33 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
32 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
32 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
32 |
| ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A |
32 |
| FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A |
32 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
32 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
32 |
| Millennium Management Llc |
32 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
32 |
| NNYAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen New York Municipal Bond Fund - Class A |
32 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
32 |
| LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A |
31 |
| UBS Group AG |
31 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
31 |
| LANYX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett New York Tax-Free Income Fund Class A |
31 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
31 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
31 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
31 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
31 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
31 |
| Bnp Paribas Arbitrage, Sa |
31 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
31 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
31 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
31 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
30 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
30 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
30 |
| Susquehanna International Group, Llp |
30 |
| ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A |
30 |
| Proequities, Inc. |
30 |
| MISHX - AB CORPORATE SHARES - AB Municipal Income Shares |
30 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
30 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
30 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
30 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
30 |
| Vanguard Group Inc |
30 |
| Jane Street Group, Llc |
30 |
| Invesco Ltd. |
30 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
30 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
30 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
30 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
30 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
30 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
29 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
29 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
29 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
29 |
| IFP Advisors, Inc |
29 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
29 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
29 |
| Pnc Financial Services Group, Inc. |
29 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
29 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
29 |
| D. E. Shaw & Co., Inc. |
29 |
| JETS - ETF Series Solutions - U.S. Global Jets ETF |
29 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
29 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
29 |
| Rhumbline Advisers |
29 |
| Calamos Global Dynamic Income Fund |
29 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
29 |
| Credit Suisse Ag/ |
29 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
29 |
| MNOAX - MAINSTAY FUNDS TRUST - MainStay MacKay New York Tax Free Opportunities Fund Class A |
29 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
28 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
28 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
28 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
28 |
| State Street Corp |
28 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
28 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
28 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
28 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
28 |
| HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A |
28 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
28 |
| Parametric Portfolio Associates Llc |
28 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
28 |
| NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A |
28 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
28 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
28 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
28 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
28 |
| Advisor Group Holdings, Inc. |
28 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
27 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
27 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
27 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
27 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
27 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
27 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
27 |
| Us Bancorp \de\ |
27 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
27 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
27 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
27 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
27 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
27 |
| Invesco Bond Fund |
27 |
| Sei Investments Co |
27 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
27 |
| FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 |
27 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
27 |
| Northern Trust Corp |
27 |
| SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A |
27 |
| FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund |
27 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
27 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
27 |
| SG Americas Securities, LLC |
26 |
| Marshall Wace, Llp |
26 |
| BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 |
26 |
| Creative Planning |
26 |
| NYAAX - AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK - AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK Class A |
26 |
| Calamos Global Total Return Fund |
26 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
26 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
26 |
| Bank Of Montreal /can/ |
26 |
| College Retirement Equities Fund |
26 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
26 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
26 |
| Tiaa-cref Funds |
26 |
| Tower Research Capital LLC (TRC) |
26 |
| Blackrock Muniholdings New York Quality Fund, Inc. |
26 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
26 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
26 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
26 |
| Two Sigma Investments, Lp |
26 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
26 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
26 |
| Dimensional Fund Advisors Lp |
26 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
26 |
| New York State Common Retirement Fund |
26 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
26 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
25 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
25 |
| NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A |
25 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
25 |
| NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A |
25 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
25 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
25 |
| Point72 Asset Management, L.P. |
25 |
| Bank of New York Mellon Corp |
25 |
| FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF |
25 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
25 |
| Renaissance Technologies Llc |
25 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
25 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
25 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
25 |
| Prelude Capital Management, Llc |
25 |
| MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A |
25 |
| VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A |
25 |
| John Hancock Income Securities Trust |
25 |
| Nomura Holdings Inc |
25 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
25 |
| U S Global Investors Inc |
25 |
| Blackrock Ltd Duration Income Trust |
25 |
| Nuveen Asset Management, LLC |
25 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
25 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
25 |
| MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class |
25 |
| Parallel Advisors, LLC |
25 |
| Ubs Asset Management Americas Inc |
24 |
| Quadrant Capital Group Llc |
24 |
| Northwestern Mutual Wealth Management Co |
24 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
24 |
| Whitebox Advisors Llc |
24 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
24 |
| Acadian Asset Management Llc |
24 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
24 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
24 |
| Allianz Asset Management GmbH |
24 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
24 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
24 |
| Parallax Volatility Advisers, L.P. |
24 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
24 |
| Boothbay Fund Management, Llc |
24 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
24 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
24 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
24 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
24 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
24 |
| Vanguard Horizon Funds |
24 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
24 |
| Simplex Trading, Llc |
24 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
24 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
24 |
| Wellington Management Group Llp |
24 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
24 |
| Rockefeller Capital Management L.P. |
24 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
24 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
24 |
| First Trust Advisors Lp |
24 |
| Walleye Trading LLC |
24 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
24 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
24 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
24 |
| WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A |
23 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
23 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
23 |
| Two Sigma Advisers, Lp |
23 |
| ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C |
23 |
| Nuveen Municipal Credit Income Fund |
23 |
| SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF |
23 |
| Jefferies Group LLC |
23 |
| Paloma Partners Management Co |
23 |
| American Century Companies Inc |
23 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
23 |
| LPL Financial LLC |
23 |
| HighTower Advisors, LLC |
23 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
23 |
| Invesco Trust For Investment Grade Municipals |
23 |
| Squarepoint Ops LLC |
23 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
23 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
23 |
| Walleye Capital LLC |
23 |
| Verition Fund Management LLC |
23 |
| Nuveen New York Quality Municipal Income Fund |
23 |
| ALNYX - AB MUNICIPAL INCOME FUND, INC. - AB New York Portfolio Class A |
23 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
23 |
| Comerica Bank |
23 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
23 |
| Man Group plc |
23 |
| Calamos Strategic Total Return Fund |
23 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
23 |
| Manufacturers Life Insurance Company, The |
23 |
| Group One Trading, L.p. |
23 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
23 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
23 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
23 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
23 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
23 |
| Raymond James & Associates |
23 |
| Russell Investments Group, Ltd. |
23 |
| Envestnet Asset Management Inc |
23 |
| Arrowstreet Capital, Limited Partnership |
23 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
23 |
| Blackrock Muniyield New York Quality Fund, Inc. |
23 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
23 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
23 |
| SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A |
22 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
22 |
| Thrivent Financial For Lutherans |
22 |
| Virtu Financial LLC |
22 |
| Qube Research & Technologies Ltd |
22 |
| Invesco Value Municipal Income Trust |
22 |
| Guggenheim Capital Llc |
22 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
22 |
| Oxford Asset Management Llp |
22 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A |
22 |
| Signaturefd, Llc |
22 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
22 |
| Centiva Capital, LP |
22 |
| Fifth Third Bancorp |
22 |
| Macquarie Group Ltd |
22 |
| First Horizon Advisors, Inc. |
22 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
22 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
22 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
22 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
22 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
22 |
| Bessemer Group Inc |
22 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
22 |
| MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF |
22 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
22 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
22 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
22 |
| Marshall Wace North America L.P. |
22 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
22 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
22 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
22 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
22 |
| Federation des caisses Desjardins du Quebec |
22 |
| MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M |
22 |
| Western Asset High Income Opportunity Fund Inc. |
22 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
22 |
| Ubs Oconnor Llc |
22 |
| Trexquant Investment LP |
22 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
22 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
22 |
| Balyasny Asset Management Llc |
22 |
| Highbridge Capital Management Llc |
22 |
| Invesco Municipal Trust |
22 |
| Blackrock Debt Strategies Fund, Inc. |
22 |
| Invesco Advantage Municipal Income Trust Ii |
22 |
| Quantbot Technologies LP |
22 |
| Cutler Group LP |
22 |
| Price T Rowe Associates Inc /md/ |
22 |
| Wolverine Trading, Llc |
22 |
| Tudor Investment Corp Et Al |
21 |
| FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund |
21 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
21 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
21 |
| Calamos Dynamic Convertible & Income Fund |
21 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
21 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
21 |
| Dynamic Technology Lab Private Ltd |
21 |
| Cubist Systematic Strategies, LLC |
21 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
21 |
| State Of Wisconsin Investment Board |
21 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
21 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
21 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
21 |
| Aqr Capital Management Llc |
21 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
21 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
21 |
| SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
21 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
21 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
21 |
| Invesco Municipal Opportunity Trust |
21 |
| TRYP - Tidal ETF Trust - SonicShares Airlines, Hotels, Cruise Lines ETF |
21 |
| Western Asset Premier Bond Fund |
21 |
| Credit Agricole S A |
21 |
| Ubs Ag |
21 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
21 |
| American International Group, Inc. |
21 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
21 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
21 |
| Aperio Group, LLC |
21 |
| A.R.T. Advisors, LLC |
21 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
21 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
21 |
| Western Asset High Income Fund Ii Inc. |
21 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
21 |
| LMR Partners LLP |
21 |
| Schonfeld Strategic Advisors LLC |
21 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
21 |
| Calamos Convertible & High Income Fund |
21 |
| DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A |
21 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
21 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
21 |
| Advisor Group, Inc. |
21 |
| Capstone Investment Advisors, Llc |
21 |
| Invesco Quality Municipal Income Trust |
21 |
| Daiwa Securities Group Inc. |
21 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
21 |
| Calamos Convertible Opportunities & Income Fund |
21 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
21 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
21 |
| PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund |
21 |
| Norges Bank |
21 |
| Hartford Mutual Funds Inc/ct |
21 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
21 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
21 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
21 |
| CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class |
21 |
| PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A |
21 |
| Nuveen Quality Municipal Income Fund |
21 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
21 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
21 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
21 |
| NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A |
21 |
| Engineers Gate Manager LP |
21 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
21 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
20 |
| Voya Investment Management Llc |
20 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
20 |
| Ladenburg Thalmann Financial Services Inc |
20 |
| Global X Funds |
20 |
| Connor, Clark & Lunn Investment Management Ltd. |
20 |
| Kcg Holdings, Inc. |
20 |
| Ronald Blue Trust, Inc. |
20 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
20 |
| KBC Group NV |
20 |
| ETNYX - EATON VANCE MUNICIPALS TRUST - Eaton Vance New York Municipal Income Fund Class A |
20 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
20 |
| Geode Capital Management, Llc |
20 |
| Nuveen New York Municipal Value Fund Inc |
20 |
| Raymond James Financial Inc |
20 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
20 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
20 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
20 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
20 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
20 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
20 |
| Nuveen Credit Strategies Income Fund |
20 |
| Legal & General Group Plc |
20 |
| Jump Financial, LLC |
20 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
20 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
20 |
| Federated Hermes, Inc. |
20 |
| Oppenheimer Etf Trust |
20 |
| Lindbrook Capital, Llc |
20 |
| Hrt Financial Lp |
20 |
| Cwm, Llc |
20 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
20 |
| EverSource Wealth Advisors, LLC |
20 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
20 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
20 |
| Victory Capital Management Inc |
20 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
20 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
20 |
| PEAK6 Investments LLC |
20 |
| BlueCrest Capital Management Ltd |
20 |
| PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A |
20 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
20 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
20 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
20 |
| BlackRock Credit Strategies Fund |
20 |
| Putnam Investments Llc |
20 |
| California Public Employees Retirement System |
20 |
| Western Asset Global High Income Fund Inc. |
20 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
20 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
20 |
| CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF |
20 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
20 |
| Charles Schwab Investment Management Inc |
20 |
| Hsbc Holdings Plc |
20 |
| Principal Funds Inc |
20 |
| Weiss Multi-Strategy Advisers LLC |
20 |
| PEAK6 Investments, L.P. |
20 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
20 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
20 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
19 |
| Aigen Investment Management, Lp |
19 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
19 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
19 |
| Franklin Resources Inc |
19 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
19 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
19 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
19 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
19 |
| PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional |
19 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
19 |
| Raymond James Financial Services Advisors, Inc. |
19 |
| Blackrock Core Bond Trust |
19 |
| Advent Claymore Convertible Securities & Income Fund |
19 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
19 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
19 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
19 |
| Vantagepoint Funds |
19 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
19 |
| PENN SERIES FUNDS INC - International Equity Fund |
19 |
| California State Teachers Retirement System |
19 |
| Laurion Capital Management LP |
19 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
19 |
| EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A |
19 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
19 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
19 |
| Capital Research Global Investors |
19 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
19 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
19 |
| Public Employees Retirement System Of Ohio |
19 |
| ExodusPoint Capital Management, LP |
19 |
| Blackrock New York Municipal Income Trust |
19 |
| GAMMA Investing LLC |
19 |
| PTEIX - PUTNAM NEW YORK TAX EXEMPT INCOME FUND - PUTNAM NEW YORK TAX EXEMPT INCOME FUND Class C Shares |
19 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
19 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
19 |
| Blackrock Multi-sector Income Trust |
19 |
| Capital Fund Management S.a. |
19 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
19 |
| Assetmark, Inc |
19 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
19 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
19 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
19 |
| Driehaus Capital Management Llc |
19 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
19 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
19 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
19 |
| Advisory Services Network, LLC |
19 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
19 |
| XTX Topco Ltd |
19 |
| Lord, Abbett & Co. Llc |
19 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
19 |
| Jefferies Financial Group Inc. |
19 |
| MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class |
19 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
19 |
| AIRL - Themes ETF Trust - Themes Airlines ETF |
19 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
19 |
| SBNYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset New York Municipals Fund Class A |
19 |
| Russell Frank Co/ |
19 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
19 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
19 |
| Alliancebernstein Global High Income Fund Inc |
19 |
| Calamos Long/Short Equity & Dynamic Income Trust |
19 |
| JustInvest LLC |
19 |
| Ellington Management Group Llc |
19 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
19 |
| Schroder Investment Management Group |
19 |
| Gsa Capital Partners Llp |
19 |
| Boston Partners |
19 |
| Nuveen Intermediate Duration Municipal Term Fund |
19 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
19 |
| BlackRock Institutional Trust Company, N.A. |
19 |
| Allworth Financial LP |
19 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
19 |
| Voloridge Investment Management, Llc |
19 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
19 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
18 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
18 |
| State Farm Mutual Fund Trust |
18 |
| State Farm Variable Product Trust |
18 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
18 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
18 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
18 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
18 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
18 |
| PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z |
18 |
| Par Capital Management Inc |
18 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
18 |
| Landscape Capital Management, L.l.c. |
18 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
18 |
| O'shaughnessy Asset Management, Llc |
18 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
18 |
| Glenmede Trust Co Na |
18 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
18 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
18 |
| Hbk Investments L P |
18 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
18 |
| Canada Pension Plan Investment Board |
18 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
18 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
18 |
| Huntington National Bank |
18 |
| Quadrature Capital Ltd |
18 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
18 |
| Aquatic Capital Management LLC |
18 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
18 |
| Tiaa Cref Investment Management Llc |
18 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
18 |
| Css Llc/il |
18 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
18 |
| Hudson Bay Capital Management LP |
18 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
18 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
18 |
| DRNYX - BNY Mellon New York Tax Exempt Bond Fund, Inc. - BNY Mellon New York Tax Exempt Bond Fund, Inc. |
18 |
| New America High Income Fund Inc |
18 |
| Graham Capital Management, L.P. |
18 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
18 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
18 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
18 |
| Stevens Capital Management Lp |
18 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
18 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
18 |
| Mirae Asset Global Investments Co., Ltd. |
18 |
| Itau Unibanco Holding S.A. |
18 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
18 |
| Two Sigma Securities, Llc |
18 |
| Bayesian Capital Management, LP |
18 |
| Weiss Strategic Interval Fund |
18 |
| Steward Partners Investment Advisory, Llc |
18 |
| Fox Run Management, L.l.c. |
18 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
18 |
| Blackrock Corporate High Yield Fund, Inc. |
18 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
18 |
| L & S Advisors Inc |
18 |
| PDT Partners, LLC |
18 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
18 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
18 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
18 |
| Prudential Financial Inc |
18 |
| ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A |
18 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
18 |
| Alliancebernstein L.p. |
18 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
18 |
| BlackRock Fund Advisors |
18 |
| Stifel Financial Corp |
18 |
| Magnetar Financial LLC |
17 |
| BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A |
17 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
17 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
17 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
17 |
| Advisors Preferred, LLC |
17 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
17 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
17 |
| GAM Holding AG |
17 |
| Hanseatic Management Services Inc |
17 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
17 |
| Captrust Financial Advisors |
17 |
| Vanguard World Fund |
17 |
| ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class |
17 |
| D.a. Davidson & Co. |
17 |
| Advent Capital Management /de/ |
17 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
17 |
| PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. |
17 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
17 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
17 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
17 |
| Larson Financial Group LLC |
17 |
| Atria Investments Llc |
17 |
| Janney Montgomery Scott LLC |
17 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
17 |
| BlackRock Group LTD |
17 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
17 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
17 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
17 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
17 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
17 |
| State Board Of Administration Of Florida Retirement System |
17 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
17 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
17 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
17 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
17 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
17 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
17 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
17 |
| Bank Of Nova Scotia |
17 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
17 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
17 |
| Sofos Investments, Inc. |
17 |
| FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio |
17 |
| Global Retirement Partners, LLC |
17 |
| Western Asset Managed Municipals Fund Inc. |
17 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
17 |
| ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A |
17 |
| FNY Investment Advisers, LLC |
17 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
17 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
17 |
| J. Goldman & Co LP |
17 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
17 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
17 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
17 |
| Farther Finance Advisors, LLC |
17 |
| Valeo Financial Advisors, LLC |
17 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
17 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
17 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
17 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
17 |
| Point72 Hong Kong Ltd |
17 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
17 |
| PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional |
17 |
| VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
17 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
17 |
| Mariner, LLC |
17 |
| PineBridge Investments, L.P. |
17 |
| Capital World Investors |
17 |
| BNP Paribas Asset Management Holding S.A. |
17 |
| Emerald Acquisition Ltd. |
17 |
| Panagora Asset Management Inc |
17 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
17 |
| Nuveen New York Select Tax -free Income Portfolio |
17 |
| Sterling Capital Management LLC |
17 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
17 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
17 |
| Ameritas Investment Partners, Inc. |
17 |
| Vident Investment Advisory, LLC |
17 |
| American Portfolios Advisors |
17 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
17 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
17 |
| Bridgefront Capital, LLC |
17 |
| Toronto Dominion Bank |
17 |
| Cnh Partners Llc |
17 |
| TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF |
17 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
17 |
| Invesco Senior Income Trust |
17 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
16 |
| LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund |
16 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
16 |
| World Asset Management Inc |
16 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
16 |
| Amalgamated Bank |
16 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
16 |
| Truist Financial Corp |
16 |
| Nordea Investment Management Ab |
16 |
| Smartleaf Asset Management LLC |
16 |
| Loomis Sayles & Co L P |
16 |
| Karp Capital Management Corp |
16 |
| Teachers Retirement System Of The State Of Kentucky |
16 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
16 |
| Profunds - Profund Vp Oil & Gas |
16 |
| Rehmann Capital Advisory Group |
16 |
| Nomura Asset Management Co Ltd |
16 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
16 |
| FTFMX - FIDELITY NEW YORK MUNICIPAL TRUST - Fidelity New York Municipal Income Fund |
16 |
| Natixis |
16 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
16 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
16 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
16 |
| Mackay Shields Llc |
16 |
| Vanguard Capital Management Llc |
16 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
16 |
| Mfs Municipal Income Trust |
16 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
16 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
16 |
| Maven Securities LTD |
16 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
16 |
| Teachers Advisors, Llc |
16 |
| Cerity Partners LLC |
16 |
| Strs Ohio |
16 |
| Janus Henderson Group Plc |
16 |
| Financial Gravity Companies, Inc. |
16 |
| Cadence Capital Management Llc |
16 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
16 |
| Blueshift Asset Management, LLC |
16 |
| HAP Trading, LLC |
16 |
| Caption Management, LLC |
16 |
| Berman Capital Advisors, LLC |
16 |
| Y-Intercept (Hong Kong) Ltd |
16 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
16 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
16 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
16 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
16 |
| Metropolitan Life Insurance Co/ny |
16 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
16 |
| Quantamental Technologies LLC |
16 |
| Private Capital Group, LLC |
16 |
| AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A |
16 |
| CIBC Private Wealth Group, LLC |
16 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
16 |
| SRS Capital Advisors, Inc. |
16 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
16 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
16 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
16 |
| Alpine Global Management, LLC |
16 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
16 |
| NumerixS Investment Technologies Inc |
16 |
| Nisa Investment Advisors, Llc |
16 |
| Nationwide Fund Advisors |
16 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
16 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
16 |
| Glassman Wealth Services |
16 |
| WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C |
16 |
| PIMCO Flexible Municipal Income Fund |
16 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
16 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
16 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
16 |
| Jane Street Holding, LLC |
16 |
| MetLife Securities, Inc |
16 |
| Seven Eight Capital, Lp |
16 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
16 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
16 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
16 |
| Profund Advisors Llc |
16 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
16 |
| Great West Life Assurance Co /can/ |
16 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
16 |
| Susquehanna Fundamental Investments, Llc |
16 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
16 |
| Bell Investment Advisors, Inc |
16 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
16 |
| Moore Capital Management, Lp |
16 |
| Invesco Senior Loan Fund |
16 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
16 |
| Optiver Holding B.V. |
16 |
| CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N |
16 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
16 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
16 |
| M&t Bank Corp |
16 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
16 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
16 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
16 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
16 |
| Managed Account Advisors Llc |
16 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
16 |
| Principal Financial Group Inc |
16 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
16 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
16 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
16 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
16 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
16 |
| Alberta Investment Management Corp |
16 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
16 |
| Calamos Advisors LLC |
16 |
| Sonora Investment Management, LLC |
16 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
15 |
| Axa S.a. |
15 |
| Clear Street Markets Llc |
15 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
15 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
15 |
| Quantitative Investment Management, LLC |
15 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
15 |
| Meeder Asset Management Inc |
15 |
| MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A |
15 |
| Fortitude Family Office, LLC |
15 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
15 |
| State of New Jersey Common Pension Fund D |
15 |
| TCI Wealth Advisors, Inc. |
15 |
| BlackRock Advisors LLC |
15 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
15 |
| Oppenheimer & Co Inc |
15 |
| Mackenzie Financial Corp |
15 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
15 |
| Amundi Pioneer Asset Management Inc |
15 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
15 |
| Palisade Capital Management Llc/nj |
15 |
| Convergence Investment Partners, LLC |
15 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
15 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
15 |
| Quantitative Systematic Strategies LLC |
15 |
| First Hawaiian Bank |
15 |
| Stratos Wealth Partners, LTD. |
15 |
| Skopos Labs, Inc. |
15 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
15 |
| Geneos Wealth Management Inc. |
15 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
15 |
| Los Angeles Capital Management Llc |
15 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
15 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
15 |
| MetLife Investment Management, LLC |
15 |
| BlackRock Investment Management, LLC |
15 |
| National Bank Of Canada /fi/ |
15 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
15 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
15 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
15 |
| Assenagon Asset Management S.A. |
15 |
| Campbell & CO Investment Adviser LLC |
15 |
| Caitong International Asset Management Co., Ltd |
15 |
| Blackrock Multi-sector Opportunities Trust |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
15 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
15 |
| SBI Securities Co., Ltd. |
15 |
| FORA Capital, LLC |
15 |
| DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I |
15 |
| Pimco Corporate & Income Opportunity Fund |
15 |
| Airain ltd |
15 |
| RVNU - DBX ETF TRUST - Xtrackers Municipal Infrastructure Revenue Bond ETF |
15 |
| IMC-Chicago, LLC |
15 |
| Amundi |
15 |
| First Mercantile Trust Co |
15 |
| FKNIX - Franklin New York Tax Free Trust - Franklin New York Intermediate-term Tax-free Income Fund Class A1 |
15 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
15 |
| Neuberger Berman Group LLC |
15 |
| Axq Capital, Lp |
15 |
| PSNYX - BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND - BNY Mellon New York AMT-Free Municipal Bond Fund Class A |
15 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
15 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
15 |
| MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund |
15 |
| AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A |
15 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
15 |
| Lombard Odier Asset Management (USA) Corp |
15 |
| CIBC World Markets Inc. |
15 |
| Teacher Retirement System Of Texas |
15 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
15 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
15 |
| Northern Trust Co Of Connecticut |
15 |
| Keebeck Alpha, LP |
15 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
15 |
| Cambridge Investment Research Advisors, Inc. |
15 |
| State of Tennessee, Treasury Department |
15 |
| Ajo, Lp |
15 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
15 |
| Alyeska Investment Group, L.P. |
15 |
| Swiss National Bank |
15 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
15 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
15 |
| Spot Trading L.L.C |
15 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
15 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
15 |
| Maverick Capital Ltd |
15 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
15 |
| Sculptor Capital LP |
15 |
| Counterpoint Mutual Funds LLC |
15 |
| Pinnacle Wealth Planning Services, Inc. |
15 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
15 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
| FSAIX - FIDELITY SELECT PORTFOLIOS - Air Transportation Portfolio |
15 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
15 |
| Winton Capital Group Ltd |
15 |
| NEXT Financial Group, Inc |
15 |
| Cetera Advisor Networks LLC |
15 |
| Nuveen Dynamic Municipal Opportunities Fund |
15 |
| VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares |
15 |
| Cresset Asset Management, LLC |
15 |
| Penserra Capital Management LLC |
15 |
| Pimco Strategic Income Fund, Inc |
15 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
15 |
| Versant Capital Management, Inc |
15 |
| MUFG Americas Holdings Corp |
15 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
15 |
| Jones Financial Companies Lllp |
15 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
15 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
15 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
15 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
15 |
| Allspring Global Investments Holdings, LLC |
15 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
15 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
15 |
| Mfs High Yield Municipal Trust |
15 |
| Nicholas Investment Partners, LP |
15 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
15 |
| Acrospire Investment Management LLC |
15 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
15 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
15 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
15 |
| Old Mission Capital Llc |
15 |
| Private Advisor Group, LLC |
15 |
| HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A |
15 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
15 |
| KNTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS New York Tax-Free Income Fund Class A |
15 |
| NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A |
15 |
| Ontario Teachers Pension Plan Board |
15 |
| Oregon Public Employees Retirement Fund |
15 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
15 |
| National Asset Management, Inc. |
15 |
| BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A |
15 |
| Vident Advisory, LLC |
15 |
| Wealthspire Advisors, L.P. |
15 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
15 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
15 |
| GWM Advisors LLC |
15 |
| Ing Groep Nv |
14 |
| Sowell Financial Services LLC |
14 |
| Ab Pooling Portfolios |
14 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
14 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
14 |
| DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z |
14 |
| Visium Asset Management, LP |
14 |
| Clearbridge Investments, LLC |
14 |
| Umb Bank N A/mo |
14 |
| SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
14 |
| VTL Associates, LLC |
14 |
| Wealth Enhancement Advisory Services, Llc |
14 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
14 |
| LAEMX - LORD ABBETT TRUST I - Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund LADS: Enhanced Municipal Yield Completion Fund |
14 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
| ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A |
14 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
14 |
| Navellier & Associates Inc |
14 |
| Wolverine Asset Management Llc |
14 |
| Ground Swell Capital, LLC |
14 |
| Employees Retirement System of Texas |
14 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
14 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
14 |
| Tyvor Capital LLC |
14 |
| Proficio Capital Partners LLC |
14 |
| PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund |
14 |
| Compagnie Lombard Odier SCmA |
14 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
14 |
| FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund |
14 |
| Wells Fargo Multi-sector Income Fund |
14 |
| Brandywine Global Investment Management, LLC |
14 |
| Mckinley Capital Management Llc /delaware |
14 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
14 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
14 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
14 |
| Hantz Financial Services, Inc. |
14 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
14 |
| ClariVest Asset Management LLC |
14 |
| DekaBank Deutsche Girozentrale |
14 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
14 |
| Massmutual Trust Co Fsb/adv |
14 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
14 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
14 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
14 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
14 |
| Agf Investments Inc. |
14 |
| BlackRock Multi-Sector Opportunities Trust II |
14 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
14 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
14 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
14 |
| Arkadios Wealth Advisors |
14 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
14 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
14 |
| Mfs High Income Municipal Trust |
14 |
| Shellback Capital, LP |
14 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
14 |
| Harbour Investments, Inc. |
14 |
| AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
14 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
14 |
| Veriti Management LLC |
14 |
| JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I |
14 |
| Winton Diversified Opportunities Fund |
14 |
| Healthcare Of Ontario Pension Plan Trust Fund |
14 |
| Primecap Management Co/ca/ |
14 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
14 |
| Eaton Vance Ltd Duration Income Fund |
14 |
| Occudo Quantitative Strategies Lp |
14 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
14 |
| Kestra Advisory Services, LLC |
14 |
| Deere & Co |
14 |
| CENTRAL TRUST Co |
14 |
| Nine Chapters Capital Management LLC |
14 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
14 |
| Police & Firemen's Retirement System of New Jersey |
14 |
| Edmond De Rothschild Holding S.a. |
14 |
| James Investment Research Inc |
14 |
| Summit Trail Advisors, Llc |
14 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
14 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
14 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
14 |
| Asset Management One Co., Ltd. |
14 |
| PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A |
14 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
14 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
14 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
14 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
14 |
| Pimco Income Opportunity Fund |
14 |
| Flow Traders U.s. Llc |
14 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
14 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
14 |
| CoreCap Advisors, LLC |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
14 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
14 |
| Martingale Asset Management L P |
14 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
14 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
14 |
| State of Wyoming |
14 |
| Ergoteles LLC |
14 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
14 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
14 |
| Catalyst Capital Advisors LLC |
14 |
| BNP Paribas Investment Partners S.A. |
14 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
14 |
| Nbc Securities, Inc. |
14 |
| SAC Capital Advisors LP |
14 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
14 |
| Numeric Investors Llc |
14 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
14 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
14 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
14 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
14 |
| Ellevest, Inc. |
14 |
| Rothschild Investment Llc |
14 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
14 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
14 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
14 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
14 |
| Quantinno Capital Management LP |
14 |
| Cornerstone Advisors, Inc. |
14 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
14 |
| Parkside Financial Bank & Trust |
14 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
14 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
14 |
| Westpac Banking Corp |
14 |
| Covestor Ltd |
14 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
14 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
14 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
14 |
| Atom Investors LP |
14 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
14 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
14 |
| Principal Securities, Inc. |
14 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
14 |
| Nuveen Floating Rate Income Opportunity Fund |
14 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
14 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
14 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
14 |
| AdvisorNet Financial, Inc |
14 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
14 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
14 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
14 |
| Amalgamated Financial Corp. |
14 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
14 |
| JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF |
14 |
| Farmers & Merchants Investments Inc |
14 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
14 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
14 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
14 |
| Eaton Vance New York Municipal Bond Fund |
14 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
14 |
| Invictus RG Pte. Ltd. |
14 |
| Nuveen Floating Rate Income Fund |
14 |
| FineMark National Bank & Trust |
14 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
14 |
| Caxton Associates Lp |
14 |
| Soros Fund Management Llc |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
14 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
14 |
| Arden Investment Series Trust |
14 |
| Nuveen Senior Income Fund |
14 |
| SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A |
14 |
| Gotham Asset Management, LLC |
13 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
13 |
| Neuberger Berman High Yield Strategies Fund Inc. |
13 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
13 |
| True Wealth Design, LLC |
13 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
13 |
| Eqis Capital Management, Inc. |
13 |
| Blackrock Credit Allocation Income Trust |
13 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
13 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
13 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
13 |
| Blackrock Floating Rate Income Trust |
13 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
13 |
| MAI Capital Management |
13 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
13 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
13 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
13 |
| RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S |
13 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
13 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
13 |
| SJS Investment Consulting Inc. |
13 |
| INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A |
13 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
13 |
| Pentwater Capital Management LP |
13 |
| FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
13 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
13 |
| Blackrock Muniyield Quality Fund, Inc. |
13 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
13 |
| Nuveen Municipal High Income Opportunity Fund |
13 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
13 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
13 |
| Blair William & Co/il |
13 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
13 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
13 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
13 |
| BlackRock Japan Co. Ltd |
13 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
13 |
| USA Financial Portformulas Corp |
13 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
13 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
13 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
13 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
13 |
| PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. |
13 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| We Are One Seven, LLC |
13 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
13 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
13 |
| Elequin Capital Lp |
13 |
| Capital Advisors, Ltd. LLC |
13 |
| Yousif Capital Management, Llc |
13 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
13 |
| FNY Partners Fund LP |
13 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
13 |
| Brevan Howard Capital Management LP |
13 |
| AMP Capital Investors Ltd |
13 |
| SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
13 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
13 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
13 |
| Ci Investments Inc. |
13 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
13 |
| Cornerstone Planning Group LLC |
13 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
13 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
13 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
13 |
| Root Financial Partners, LLC |
13 |
| Ameritas Investment Corp |
13 |
| Petrus Trust Company, LTA |
13 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
13 |
| POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
13 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
13 |
| Mitsubishi UFJ Trust & Banking Corp |
13 |
| Commonwealth Equity Services, Llc |
13 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
13 |
| Gilder Gagnon Howe & Co Llc |
13 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
13 |
| Wealthspire Advisors, LLC |
13 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
13 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
13 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
13 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
13 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
13 |
| First Republic Investment Management, Inc. |
13 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
13 |
| Deutsche Strategic Municipal Income Trust |
13 |
| Crossmark Global Holdings, Inc. |
13 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
13 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
13 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
13 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
13 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
13 |
| Patriot Financial Group Insurance Agency, LLC |
13 |
| IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class |
13 |
| Western Asset Municipal Partners Fund Inc. |
13 |
| Privium Fund Management (UK) Ltd |
13 |
| III Capital Management |
13 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
13 |
| United Capital Financial Advisers, Llc |
13 |
| Fuller & Thaler Asset Management, Inc. |
13 |
| Dark Forest Capital Management Lp |
13 |
| Ssi Investment Management Llc |
13 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
13 |
| Public Sector Pension Investment Board |
13 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
13 |
| Oppenheimer Asset Management Inc. |
13 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
13 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
13 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
13 |
| Capstone Asset Management Co |
13 |
| Princeton Alpha Management LP |
13 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
13 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
13 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
13 |
| Forum Funds |
13 |
| Algert Global Llc |
13 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
13 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
13 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
13 |
| C M Bidwell & Associates Ltd |
13 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
13 |
| CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class |
13 |
| QS Investors, LLC |
13 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
13 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
13 |
| DRW Securities, LLC |
13 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
13 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
13 |
| Coldstream Capital Management Inc |
13 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
13 |
| Hillsdale Investment Management Inc. |
13 |
| IMNYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity New York Municipals Fund Class A |
13 |
| Timber Hill LLC |
13 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
13 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
13 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
13 |
| Sanctuary Wealth Advisors, LLC |
13 |
| Jacobs Levy Equity Management, Inc |
13 |
| Nuveen Select Maturities Municipal Fund |
13 |
| Polar Asset Management Partners Inc. |
13 |
| Assured Investment Management LLC |
13 |
| Hutchin Hill Capital, LP |
13 |
| Zacks Investment Management |
13 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
13 |
| NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares |
13 |
| Thompson Davis & Co., Inc. |
13 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
13 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
13 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13 |
| Dreman Value Management, L L C |
13 |
| GLG Partners LP |
13 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
13 |
| Deltec Asset Management Llc |
13 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
13 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
13 |
| AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A |
13 |
| Pathstone Family Office, Llc |
13 |
| Bridgeway Capital Management Inc |
13 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
13 |
| Ancora Advisors, LLC |
13 |
| Scientech Research LLC |
13 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
13 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
13 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
13 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
13 |
| FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares |
13 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
13 |
| Blackrock Municipal 2030 Target Term Trust |
13 |
| Wipfli Financial Advisors Llc, |
13 |
| Quarry LP |
13 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
13 |
| Great Lakes Advisors, Llc |
13 |
| Bridgewater Associates, LP |
13 |
| ProShare Advisors LLC |
13 |
| XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF |
13 |
| Bogle Investment Management L P /de/ |
13 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
13 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
13 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
13 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
13 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
13 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
13 |
| Suntrust Banks Inc |
13 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
13 |
| Eaton Vance Management |
13 |
| Invictus RG |
13 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
13 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
12 |
| Caisse De Depot Et Placement Du Quebec |
12 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
12 |
| Sunbelt Securities, Inc. |
12 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
12 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
12 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
12 |
| Arizona State Retirement System |
12 |
| Handelsbanken Fonder AB |
12 |
| Gts Securities Llc |
12 |
| Ionic Capital Management LLC |
12 |
| Riverhead Capital Management Llc |
12 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
12 |
| Jennison Associates Llc |
12 |
| BTG Pactual Global Asset Management Ltd |
12 |
| Banco BTG Pactual S.A. |
12 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
12 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
12 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
12 |
| LS Investment Advisors, LLC |
12 |
| Chicago Equity Partners Llc |
12 |
| Vanguard Index Funds |
12 |
| Massachusetts Financial Services Co /ma/ |
12 |
| Synovus Financial Corp |
12 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
12 |
| Headlands Technologies LLC |
12 |
| Belvedere Trading LLC |
12 |
| SG3 Management, LLC |
12 |
| MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A |
12 |
| Mirabella Financial Services Llp |
12 |
| Delaware Investments National Municipal Income Fund |
12 |
| United Services Automobile Association |
12 |
| Citizens Financial Group Inc/ri |
12 |
| Elkfork Partners LLC |
12 |
| Mercer Global Advisors Inc /adv |
12 |
| Scotia Capital Inc. |
12 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
12 |
| FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund |
12 |
| Mfs Investment Grade Municipal Trust |
12 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
12 |
| Bailard, Inc. |
12 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
12 |
| Segantii Capital Management Ltd |
12 |
| Interval Partners, LP |
12 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
12 |
| Salomon & Ludwin, LLC |
12 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
12 |
| Empowered Funds, LLC |
12 |
| Brown Brothers Harriman & Co |
12 |
| Orion Portfolio Solutions, LLC |
12 |
| Centaurus Financial, Inc. |
12 |
| Crewe Advisors LLC |
12 |
| National Planning Corp |
12 |
| Advisors Asset Management, Inc. |
12 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
12 |
| Guggenheim Active Allocation Fund |
12 |
| Holocene Advisors, LP |
12 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
12 |
| Regions Financial Corp |
12 |
| First New York Securities Llc /ny |
12 |
| Ameritas Advisory Services, LLC |
12 |
| Tucker Asset Management Llc |
12 |
| Jpmorgan Trust Iii |
12 |
| Whittier Trust Co |
12 |
| Clinton Group Inc |
12 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
12 |
| Washington Trust Bank |
12 |
| Bartlett & Co. LLC |
12 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
12 |
| Financial Management Professionals, Inc. |
12 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
12 |
| Tradeworx Inc. |
12 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
12 |
| Migdal Insurance & Financial Holdings Ltd. |
12 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
12 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
12 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
12 |
| COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A |
12 |
| Fred Alger Management, Llc |
12 |
| Cipher Capital LP |
12 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
12 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
12 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
12 |
| Financial Architects, Inc |
12 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
12 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
12 |
| Checchi Capital Advisers, LLC |
12 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
12 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
12 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
12 |
| State of Alaska, Department of Revenue |
12 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
12 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
12 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
12 |
| NHYMX - Northern Funds - Northern High Yield Municipal Fund |
12 |
| OMERS ADMINISTRATION Corp |
12 |
| Absolute Return Capital, LLC |
12 |
| ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A |
12 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
12 |
| BATEX - Blackrock Allocation Target Shares - Bats Series E |
12 |
| Caas Capital Management Lp |
12 |
| Commonwealth Equity Services, Inc |
12 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
12 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
12 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
12 |
| RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class |
12 |
| SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
12 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
12 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
12 |
| Transamerica Financial Advisors, Inc. |
12 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
12 |
| Point72 Asia (Singapore) Pte. Ltd. |
12 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
12 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
12 |
| Enterprise Financial Services Corp |
12 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
12 |
| Alps Advisors Inc |
12 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
12 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
12 |
| Cetera Advisors LLC |
12 |
| Brinker Capital Investments, LLC |
12 |
| VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
12 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
12 |
| Thompson Siegel & Walmsley Llc |
12 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
12 |
| Meridian Wealth Partners, LLC |
12 |
| Jupiter Asset Management Ltd |
12 |
| Globeflex Capital L P |
12 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
12 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
12 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
12 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
12 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
12 |
| Mutual Of America Capital Management Llc |
12 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
12 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
12 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
12 |
| BlackRock Capital Allocation Trust |
12 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
12 |
| Jain Global LLC |
12 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
12 |
| Quest Partners LLC |
12 |
| Spire Wealth Management |
12 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
12 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
12 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
12 |
| TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares |
12 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
12 |
| SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
12 |
| Private Trust Co Na |
12 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
12 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
12 |
| Nuveen Municipal Value Fund Inc |
12 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
12 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
12 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
12 |
| Peak6 Llc |
12 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
12 |
| Dorsey Wright & Associates |
12 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
12 |
| Boston Advisors Llc |
12 |
| Shay Capital LLC |
12 |
| People's United Financial, Inc. |
12 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
12 |
| CenterStar Fund, LLC |
12 |
| RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity |
12 |
| Sei Trust Co |
12 |
| Twinbeech Capital Lp |
12 |
| First Personal Financial Services |
12 |
| Readystate Asset Management Lp |
12 |
| NewSquare Capital LLC |
12 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
12 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
12 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
12 |
| Keybank National Association/oh |
12 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
12 |
| QCM Cayman, Ltd. |
12 |
| Nuveen Short Duration Credit Opportunities Fund |
12 |
| International Assets Investment Management, Llc |
12 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
12 |
| FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF |
12 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
12 |
| FIL Ltd |
12 |
| Nuveen Municipal Credit Opportunities Fund |
12 |
| San Francisco Sentry Investment Group (ca) |
12 |
| Commerzbank Aktiengesellschaft /fi |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
12 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
12 |
| Public Employees Retirement Association Of Colorado |
12 |
| Anchor Bolt Capital, LP |
12 |
| Cullen/frost Bankers, Inc. |
12 |
| Corebridge Financial, Inc. |
12 |
| Oppenheimer Funds Inc |
12 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
12 |
| First Quadrant L P/ca |
12 |
| K2 Principal Fund, L.p. |
12 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
12 |
| Versor Investments LP |
12 |
| New York State Teachers Retirement System |
12 |
| Barings Llc |
12 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
12 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
12 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
12 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
12 |
| Dupont Capital Management Corp |
12 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
12 |
| IYT - iSHARES TRUST - iShares Transportation Average ETF |
12 |
| Stoneridge Investment Partners Llc |
12 |
| Benjamin F. Edwards & Company, Inc. |
12 |
| Westwood Holdings Group Inc |
12 |
| Hartland & Co., LLC |
12 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
11 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
11 |
| Cable Hill Partners, LLC |
11 |
| Stephens Consulting, LLC |
11 |
| PRNYX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New York Tax-Free Bond Fund |
11 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
11 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
11 |
| Susquehanna Portfolio Strategies, LLC |
11 |
| Scoria Capital Partners LP |
11 |
| Clearview Wealth Advisors LLC |
11 |
| Societe Generale |
11 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
11 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
11 |
| Vanguard Fiduciary Trust Co |
11 |
| Parametrica Management Ltd |
11 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
11 |
| Cordant, Inc. |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
11 |
| Capital International Investors |
11 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
11 |
| Western Asset Municipal High Income Fund Inc. |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
11 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
11 |
| Vanguard Whitehall Funds |
11 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
11 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
11 |
| Td Private Client Wealth Llc |
11 |
| North Star Investment Management Corp. |
11 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
11 |
| EntryPoint Capital, LLC |
11 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
11 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
11 |
| Segall Bryant & Hamill, Llc |
11 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
11 |
| 1832 Asset Management L.P. |
11 |
| Abound Wealth Management |
11 |
| WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M |
11 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
11 |
| Louisiana State Employees Retirement System |
11 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
11 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
11 |
| Maryland State Retirement & Pension System |
11 |
| Denali Advisors Llc |
11 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
11 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
11 |
| FNY Managed Accounts LLC |
11 |
| Kennedy Capital Management, Inc. |
11 |
| Tcwp Llc |
11 |
| Savant Capital, LLC |
11 |
| Altimeter Capital Management, LP |
11 |
| South Dakota Investment Council |
11 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
11 |
| General Motors Investment Management Corp |
11 |
| Venturi Wealth Management, LLC |
11 |
| Gemmer Asset Management LLC |
11 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
11 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
11 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
11 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
11 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
11 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
11 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
11 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
11 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
11 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
11 |
| Janney Capital Management LLC |
11 |
| Johnson Financial Group, Inc. |
11 |
| Systematic Financial Management Lp |
11 |
| Virginia Retirement Systems Et Al |
11 |
| JNBA Financial Advisors |
11 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
11 |
| Evoke Wealth, Llc |
11 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
11 |
| TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class |
11 |
| Janus Capital Management Llc |
11 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
11 |
| OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares |
11 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
11 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
11 |
| Reilly Financial Advisors, Llc |
11 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
11 |
| Leonteq Securities AG |
11 |
| DRTAX - BNY Mellon Municipal Bond Funds, Inc. - BNY Mellon Municipal Bond Fund |
11 |
| Hemington Wealth Management |
11 |
| FundVantage Trust - Verplanck Balanced Fund |
11 |
| Pimco Dynamic Income Fund |
11 |
| Exchange Traded Concepts, Llc |
11 |
| FDx Advisors, Inc. |
11 |
| Texas Permanent School Fund |
11 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
11 |
| Disciplined Investments, LLC |
11 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
11 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
11 |
| Old Mutual Global Investors (UK) Ltd. |
11 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
11 |
| Harbor Investment Advisory, Llc |
11 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
11 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
11 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
11 |
| Piedmont Investment Advisors Llc |
11 |
| Evergreen Capital Management Llc |
11 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
11 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
11 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
11 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
11 |
| Prestige Wealth Management Group LLC |
11 |
| SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund |
11 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
11 |
| Renaissance Group Llc |
11 |
| Tocqueville Asset Management L.p. |
11 |
| Bluefin Trading, LLC |
11 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
11 |
| Blackrock Investment Quality Municipal Trust Inc. |
11 |
| Prospera Financial Services Inc |
11 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
11 |
| FTNYX - Voyageur Mutual Funds - Delaware Tax-free New York Fund Class A |
11 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
11 |
| IHT Wealth Management, LLC |
11 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
11 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
11 |
| R Squared Ltd |
11 |
| AE Wealth Management LLC |
11 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
11 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
11 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
11 |
| CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
11 |
| Usaa Etf Trust |
11 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
11 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
11 |
| SpiderRock Trading LLC |
11 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
11 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
11 |
| Jfs Wealth Advisors, Llc |
11 |
| UMA Financial Services, Inc. |
11 |
| Invesco Dynamic Credit Opportunities Fund |
11 |
| Columbia Partners L L C Investment Management |
11 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
11 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
11 |
| Equitec Specialists, Llc |
11 |
| AHL Partners LLP |
11 |
| VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
11 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
11 |
| Us Global Investors Funds |
11 |
| ETRADE Capital Management LLC |
11 |
| Western Asset Income Fund |
11 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
11 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
11 |
| Leuthold Group, Llc |
11 |
| SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A |
11 |
| Thomist Capital Management, LP |
11 |
| Western Asset Intermediate Muni Fund Inc. |
11 |
| MQS Management LLC |
11 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
11 |
| ORG Partners LLC |
11 |
| WFG Advisors, LP |
11 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
11 |
| Sutton Wealth Advisors Inc. |
11 |
| Nebula Research & Development LLC |
11 |
| Hodges Capital Management Inc. |
11 |
| Corton Capital Inc. |
11 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
11 |
| Twin Peaks Wealth Advisors, LLC |
11 |
| William Blair Investment Management, Llc |
11 |
| Stone Ridge Asset Management LLC |
11 |
| Neuberger Berman Intermediate Municipal Fund Inc |
11 |
| Csenge Advisory Group |
11 |
| Voya Senior Income Fund |
11 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
11 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
11 |
| Avestar Capital, LLC |
11 |
| Cowen And Company, Llc |
11 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
11 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
11 |
| Sawtooth Solutions, LLC |
11 |
| Pearl River Capital, LLC |
11 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
11 |
| VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A |
11 |
| Bb&t Investment Services, Inc. |
11 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
11 |
| Sound Income Strategies, LLC |
11 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
11 |
| Alphacrest Capital Management Llc |
11 |
| BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional |
11 |
| FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 |
11 |
| RWC Asset Management LLP |
11 |
| Royce & Associates Lp |
11 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
11 |
| Duality Advisers, Lp |
11 |
| Blackrock Muniyield Quality Fund Ii, Inc. |
11 |
| Schubert & Co |
11 |
| Aviva Plc |
11 |
| Element Capital Management Llc |
11 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
11 |
| Turner Investments, L.p. |
11 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
11 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
11 |
| Gerstein Fisher |
11 |
| NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A |
11 |
| Pioneer Floating Rate Trust |
11 |
| Intech Investment Management Llc |
11 |
| EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A |
11 |
| Nuveen, LLC |
11 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
11 |
| Seacrest Wealth Management, Llc |
11 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
11 |
| Hancock Whitney Corp |
11 |
| Deutsche Municipal Income Trust |
11 |
| Dreyfus Strategic Municipals Inc |
11 |
| Cetera Investment Advisers |
11 |
| Bokf, Na |
11 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
11 |
| Brown Advisory Inc |
11 |
| Teza Capital Management LLC |
11 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
11 |
| 361 Capital Llc |
11 |
| Lenox Wealth Advisors, LLC |
11 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
11 |
| Index Management Solutions, LLC |
11 |
| Old National Bancorp /in/ |
11 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
11 |
| Parkwood LLC |
11 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
11 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
11 |
| BRYN MAWR TRUST Co |
11 |
| DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A |
11 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
11 |
| Belpointe Asset Management LLC |
11 |
| Van Eck Associates Corp |
11 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
11 |
| Capital One, National Association |
11 |
| Frontier Capital Management Co Llc |
11 |
| Commonwealth Bank Of Australia |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
11 |
| Picton Mahoney Asset Management |
11 |
| Lsv Asset Management |
11 |
| Rafferty Asset Management, LLC |
11 |
| Kestra Private Wealth Services, Llc |
11 |
| Wealthcare Capital Management Llc |
11 |
| Lighthouse Investment Partners, LLC |
11 |
| Ensign Peak Advisors, Inc |
11 |
| Stephens Inc /ar/ |
11 |
| Dreyfus Strategic Municipal Bond Fund Inc |
11 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
11 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
11 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
11 |
| John Hancock Investors Trust |
11 |
| Mason Street Advisors, Llc |
11 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
11 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
11 |
| RBF Capital, LLC |
11 |
| Global X Management CO LLC |
11 |
| WealthTrust-Arizona, LLC |
11 |
| Kanaly Trust Co |
11 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
11 |
| MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
11 |
| CI Private Wealth, LLC |
11 |
| Capula Management Ltd |
11 |
| Gradient Investments LLC |
11 |
| Rational Advisors Llc |
11 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
11 |
| Howe & Rusling Inc |
11 |
| Hexagon Capital Partners LLC |
11 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
11 |
| Valley National Advisers Inc |
11 |
| Point72 Middle East FZE |
11 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
11 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
11 |
| Clark Capital Management Group, Inc. |
11 |
| Flagship Harbor Advisors, Llc |
11 |
| Cornerstone Capital Management Holdings Llc. |
11 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
11 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
11 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
11 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
11 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
11 |
| Artemis Investment Management LLP |
11 |
| Westside Investment Management, Inc. |
10 |
| Northwestern Mutual Investment Management Company, Llc |
10 |
| Oberweis Asset Management Inc/ |
10 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
10 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
10 |
| Xact Kapitalforvaltning AB |
10 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
10 |
| Twin Tree Management, LP |
10 |
| Quinn Opportunity Partners LLC |
10 |
| BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF |
10 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
10 |
| Carolinas Wealth Consulting Llc |
10 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
10 |
| Elite Wealth Management, Inc. |
10 |
| Teewinot Capital Advisers, L.L.C. |
10 |
| Wedbush Securities Inc |
10 |
| Weiss Asset Management LP |
10 |
| Zimmer Partners, LP |
10 |
| Sciencast Management LP |
10 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
10 |
| Illinois Municipal Retirement Fund |
10 |
| Mml Investors Services, Llc |
10 |
| First Citizens Bank & Trust Co |
10 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
10 |
| Pinnacle Associates Ltd |
10 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
10 |
| Insight Select Income Fund |
10 |
| Wedge Capital Management L L P/nc |
10 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
10 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
10 |
| Boston Private Wealth Llc |
10 |
| Td Asset Management Inc |
10 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
10 |
| Capital Growth Management Lp |
10 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
10 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
10 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
10 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
10 |
| Western Asset Municipal Defined Opportunity Trust Inc. |
10 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
10 |
| Pnc Funds |
10 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
10 |
| Avion Wealth |
10 |
| Eaton Vance Municipal Income Trust |
10 |
| Toroso Investments, LLC |
10 |
| Weld Capital Management Llc |
10 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
10 |
| Sovarnum Capital L.p. |
10 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
10 |
| Cibc World Markets Corp |
10 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
10 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
10 |
| CIBC Asset Management Inc |
10 |
| Townsquare Capital Llc |
10 |
| Merit Financial Group, LLC |
10 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
10 |
| Capital Performance Advisors Llp |
10 |
| Byrne Asset Management LLC |
10 |
| BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF |
10 |
| RidgeWorth Capital Management LLC |
10 |
| Steward Financial Group LLC |
10 |
| Harbor Capital Advisors, Inc. |
10 |
| Rydex Etf Trust |
10 |
| Wexford Capital Lp |
10 |
| Pine River Capital Management L.P. |
10 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
10 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
10 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
10 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
10 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
10 |
| Atlas Capital Advisors Llc |
10 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
10 |
| SPX Equities Gestao de Recursos Ltda |
10 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
10 |
| Snowden Capital Advisors LLC |
10 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
10 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
10 |
| Mount Yale Investment Advisors, LLC |
10 |
| Tfs Capital Investment Trust |
10 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
10 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
10 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
10 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
10 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
10 |
| Blackrock 2022 Global Income Opportunity Trust |
10 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
10 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
10 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
10 |
| PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF |
10 |
| Transamerica Partners Funds Group |
10 |
| VANGUARD ASSET MANAGEMENT, Ltd |
10 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
10 |
| Transamerica Partners Funds Group Ii |
10 |
| Transamerica Partners Portfolios |
10 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
10 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
10 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
10 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
10 |
| John Hancock Hedged Equity & Income Fund |
10 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
10 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
10 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
10 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
10 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
10 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
10 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
10 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
10 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
10 |
| Rsm Us Wealth Management Llc |
10 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
10 |
| Robeco Institutional Asset Management B.V. |
10 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
10 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
10 |
| Clough Global Dividend & Income Fund |
10 |
| Ares Dynamic Credit Allocation Fund, Inc. |
10 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
10 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
10 |
| SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
10 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
10 |
| Money Concepts Capital Corp |
10 |
| Everence Capital Management Inc |
10 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
10 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
10 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
10 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
10 |
| Shelton Capital Management |
10 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
10 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
10 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
10 |
| Wells Fargo Global Dividend Opportunity Fund |
10 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
10 |
| Shell Asset Management Co |
10 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
10 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
10 |
| Reynolds Capital Management Llc |
10 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
10 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
10 |
| Jaffetilchin Investment Partners, LLC |
10 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
10 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
10 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
10 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
10 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
10 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
10 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
10 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
10 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
10 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
10 |
| Guardian Wealth Advisors, LLC |
10 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
10 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
10 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
10 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
10 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
10 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
10 |
| Rossby Financial, LCC |
10 |
| Paradigm Asset Management Co Llc |
10 |
| CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A |
10 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
10 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
10 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
10 |
| Plante Moran Financial Advisors, LLC |
10 |
| Erste Asset Management GmbH |
10 |
| Catalyst Funds Management Pty Ltd |
10 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
10 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
10 |
| Aster Capital Management (DIFC) Ltd |
10 |
| Bb&t Securities, Llc |
10 |
| SECOR Capital Advisors, LP |
10 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
10 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
10 |
| Keating Financial Advisory Services, Inc. |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
10 |
| NorthCoast Asset Management LLC |
10 |
| Alambic Investment Management, L.P. |
10 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
10 |
| Pinnacle Holdings, LLC |
10 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
10 |
| Mather Group, Llc. |
10 |
| OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
10 |
| Hussman Strategic Advisors, Inc. |
10 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
10 |
| Coppell Advisory Solutions LLC |
10 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
10 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
10 |
| Alpine Associates Management Inc. |
10 |
| Symphony Asset Management Llc |
10 |
| New York Life Investment Management Llc |
10 |
| Retirement Systems of Alabama |
10 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
10 |
| Essential Partners LLC |
10 |
| Discovery Capital Management, Llc / Ct |
10 |
| CVA Family Office, LLC |
10 |
| Integral Derivatives, LLC |
10 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
10 |
| Municipal Employees' Retirement System of Michigan |
10 |
| Point72 (DIFC) Ltd |
10 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
10 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
10 |
| GW&K Investment Management, LLC |
10 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
10 |
| Vanguard Portfolio Management Llc |
10 |
| Bayforest Capital Ltd |
10 |
| Western Asset Diversified Income Fund |
10 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
10 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
10 |
| Ashton Thomas Private Wealth, LLC |
10 |
| Wunderlich Securities, Inc. |
10 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
10 |
| West Oak Capital, LLC |
10 |
| Baker Avenue Asset Management, LP |
10 |
| Moody National Bank Trust Division |
10 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
10 |
| Balentine LLC |
10 |
| Shepherd Kaplan Krochuk, Llc |
10 |
| Moors & Cabot, Inc. |
10 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
10 |
| Wells Fargo Utilities & High Income Fund |
10 |
| Nuveen New York Municipal Value Fund 2 |
10 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
10 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
10 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
10 |
| CAPROCK Group, Inc. |
10 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
10 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
10 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
10 |
| Angelo Gordon & Co., L.p. |
10 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
10 |
| Invesco Trust For Investment Grade New York Municipals |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
10 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
10 |
| nVerses Capital, LLC |
10 |
| Burney Co/ |
10 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
10 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
10 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
10 |
| Candriam Luxembourg S.C.A. |
10 |
| Agf Management Ltd |
10 |
| Carlson Capital L P |
10 |
| Greenland Capital Management LP |
10 |
| Integrated Wealth Management |
10 |
| Livforsakringsbolaget Skandia, Omsesidigt |
10 |
| Diversified Trust Co |
10 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
10 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
10 |
| Rotella Capital Management, Inc. |
10 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
10 |
| Bogart Wealth, LLC |
10 |
| Pathstone Holdings, LLC |
10 |
| Mountain Capital Investment Advisors, Inc |
10 |
| Resources Investment Advisors, LLC. |
10 |
| Liberty Mutual Group Asset Management Inc. |
10 |
| Impala Asset Management LLC |
10 |
| BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 |
10 |
| Bartlett & Co. Wealth Management Llc |
10 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
10 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
10 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
10 |
| Jade Capital Advisors, LLC |
10 |
| Fieldpoint Private Securities, LLC |
10 |
| MARSHALL WACE ASIA Ltd |
10 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
10 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
10 |
| Dynamic Technology Lab Pte Ltd |
10 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
10 |
| Vanguard Global Advisers, LLC |
10 |
| Alpha DNA Investment Management LLC |
10 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
10 |
| Harel Insurance Investments & Financial Services Ltd. |
10 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
10 |
| DiNuzzo Private Wealth, Inc. |
10 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
10 |
| APG Asset Management N.V. |
10 |
| GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I |
10 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
10 |
| Summit Global Investments |
10 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
10 |
| Cigna Investments Inc /new |
10 |
| Castleark Management Llc |
10 |
| Pitcairn Co |
10 |
| Signature Equity Partners, LLC |
10 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
10 |
| Eaton Vance National Municipal Opportunities Trust |
10 |
| Mint Tower Capital Management B.V. |
10 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
10 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
10 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
10 |
| Point72 Europe (London) LLP |
10 |
| Vontobel Holding Ltd. |
10 |
| SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 |
10 |
| Empirical Finance, LLC |
10 |
| Harvest Fund Management Co., Ltd |
10 |
| Vantage Consulting Group Inc |
10 |
| Flinton Capital Management LLC |
10 |
| LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A |
10 |
| First Capital Advisors Group, LLC. |
10 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
10 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
10 |
| Spark Investment Management LLC |
10 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
10 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
10 |
| Calvert Investment Management, Inc. |
10 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
10 |
| Colony Group Llc |
10 |
| TD Waterhouse Canada Inc. |
10 |
| COLNX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic New York Municipal Income Fund Class A |
10 |
| Ethic Inc. |
10 |
| SkyView Investment Advisors, LLC |
9 |
| TFC Financial Management |
9 |
| AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A |
9 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
9 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
9 |
| Calamos Wealth Management LLC |
9 |
| Smith Affiliated Capital Corp. |
9 |
| Natixis Advisors, L.p. |
9 |
| Foundry Partners, LLC |
9 |
| Sigma Planning Corp |
9 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
9 |
| Global Financial Private Client, LLC |
9 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
9 |
| NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
9 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
9 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
9 |
| Vantage Investment Advisors, LLC |
9 |
| Cyrus Capital Partners, L.p. |
9 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
9 |
| Trust Co Of Vermont |
9 |
| Motco |
9 |
| DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| Herndon Capital Management Llc |
9 |
| Smithfield Trust Co |
9 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
9 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
9 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
9 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
9 |
| FourThought Financial, LLC |
9 |
| Eagle Asset Management Inc |
9 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
9 |
| Freestone Capital Holdings, LLC |
9 |
| Northwest & Ethical Investments L.P. |
9 |
| Mycio Wealth Partners, Llc |
9 |
| Highland Capital Management Lp |
9 |
| Cim Investment Mangement Inc |
9 |
| Glg Llc |
9 |
| Qs Batterymarch Financial Management, Inc |
9 |
| Archer Investment Corp |
9 |
| BDO Wealth Advisors, LLC |
9 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
9 |
| Sherbrooke Park Advisers Llc |
9 |
| Hennessy Advisors Inc |
9 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
9 |
| Numerai GP LLC |
9 |
| Rialto Wealth Management, LLC |
9 |
| Highland Capital Management, Llc |
9 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
9 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
9 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
9 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
9 |
| Advisory Research Inc |
9 |
| Elyxium Wealth, LLC |
9 |
| Spot Trading L.l.c. |
9 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
9 |
| Sandy Spring Bank |
9 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
9 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
9 |
| Atlantic Trust, LLC |
9 |
| Vanguard Investments Australia, Ltd. |
9 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
9 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
9 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
9 |
| Sequoia Financial Advisors, LLC |
9 |
| GPS Wealth Strategies Group, LLC |
9 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
9 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
9 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
9 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
9 |
| Lido Advisors, LLC |
9 |
| Capital Analysts, Inc. |
9 |
| Tortoise Investment Management, LLC |
9 |
| Winslow, Evans & Crocker, Inc. |
9 |
| Wbi Investments, Inc. |
9 |
| Pictet Asset Management Holding SA |
9 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
9 |
| Virtus Global Dividend & Income Fund Inc. |
9 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
9 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
9 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
9 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
9 |
| Smith Asset Management Group Lp |
9 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
9 |
| PTEBX - BNY Mellon Opportunistic Municipal Securities Fund - BNY Mellon Opportunistic Municipal Securities Fund Class A |
9 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
9 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
9 |
| FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF |
9 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
9 |
| Coronation Fund Managers Ltd. |
9 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
9 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
9 |
| MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 |
9 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
9 |
| Wells Fargo Income Opportunities Fund |
9 |
| Capital Asset Advisory Services LLC |
9 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
9 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
9 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
9 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
9 |
| Delphi Private Advisors LLC |
9 |
| Brinker Capital Inc |
9 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
9 |
| Private Wealth Management Group, LLC |
9 |
| WASHINGTON TRUST Co |
9 |
| Blackstone / Gso Strategic Credit Fund |
9 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
9 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
9 |
| Nuveen Global High Income Fund |
9 |
| Earnest Partners Llc |
9 |
| Blackstone / Gso Long-short Credit Income Fund |
9 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
9 |
| Blackstone / Gso Senior Floating Rate Term Fund |
9 |
| Ieq Capital, Llc |
9 |
| Americafirst Capital Management, Llc |
9 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
9 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
9 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
9 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
9 |
| PharVision Advisers, LLC |
9 |
| Tfo-tdc, Llc |
9 |
| First Dallas Securities Inc. |
9 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
9 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
9 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
9 |
| Menta Capital Llc |
9 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
9 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
9 |
| FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 |
9 |
| Bare Financial Services, Inc |
9 |
| Hm Payson & Co |
9 |
| FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class |
9 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
9 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
9 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
9 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
| IndexIQ Advisors LLC |
9 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
9 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
9 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
9 |
| Dfa Investment Trust Co - The Emerging Markets Series |
9 |
| MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y |
9 |
| JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF |
9 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
9 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
9 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
9 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
9 |
| Clough Global Opportunities Fund |
9 |
| Hl Financial Services Llc |
9 |
| Cookson Peirce & Co Inc |
9 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
9 |
| DMUAX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon AMT-Free Municipal Bond Fund Class A |
9 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
9 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
9 |
| Kilter Group LLC |
9 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
9 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
9 |
| Advantage Investment Management, Llc |
9 |
| Tcw Group Inc |
9 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
9 |
| Baird Financial Group, Inc. |
9 |
| Lord Abbett Credit Opportunities Fund |
9 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
9 |
| Pimco Flexible Credit Income Fund |
9 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
9 |
| TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A |
9 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
9 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
9 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
9 |
| Sheaff Brock Investment Advisors, LLC |
9 |
| Ausdal Financial Partners, Inc. |
9 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
9 |
| GV Financial Advisors |
9 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
9 |
| Ropes Wealth Advisors Llc |
9 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
9 |
| Wealthcare Advisory Partners LLC |
9 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
9 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
9 |
| PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A |
9 |
| Asset Dedication, LLC |
9 |
| Intrinsic Edge Capital Management LLC |
9 |
| Eudaimonia Partners, LLC |
9 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
9 |
| Neuburgh Advisers LLC |
9 |
| Glen Harbor Capital Management LLC |
9 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
9 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
9 |
| PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
9 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
9 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
9 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
9 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
9 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
9 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
9 |
| Franklin Ltd Duration Income Trust |
9 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
9 |
| Adage Capital Partners Gp, L.l.c. |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
9 |
| First Manhattan Co |
9 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
9 |
| Sumitomo Mitsui Trust Holdings, Inc. |
9 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
9 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
9 |
| SHP Wealth Management |
9 |
| Exane Derivatives |
9 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
9 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
9 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
9 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
9 |
| PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A |
9 |
| Profunds - Profund Vp Small-cap |
9 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
9 |
| Profunds - Profund Vp Consumer Services |
9 |
| IPG Investment Advisors LLC |
9 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
9 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
9 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
9 |
| Profunds - Profund Vp Ultrasmall-cap |
9 |
| SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
9 |
| Zions Bancorporation |
9 |
| First Trust High Income Long/short Fund |
9 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
9 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
9 |
| Klp Kapitalforvaltning As |
9 |
| Pioneer Diversified High Income Trust |
9 |
| Tradewinds Capital Management, LLC |
9 |
| Blackrock Long-term Municipal Advantage Trust |
9 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
9 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
9 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
9 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
9 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
9 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
9 |
| New England Securities Corp /MA/ |
9 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
9 |
| Whittier Trust Co Of Nevada Inc |
9 |
| Integrated Wealth Concepts LLC |
9 |
| CenterBook Partners LP |
9 |
| Columbus Circle Investors |
9 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
9 |
| Castleview Partners, Llc |
9 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
9 |
| Fs Credit Income Fund |
9 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
9 |
| Gideon Capital Advisors, Inc. |
9 |
| Strategic Wealth Partners, Ltd. |
9 |
| Archford Capital Strategies, LLC |
9 |
| Creative Financial Designs Inc /adv |
9 |
| Caxton Associates Llp |
9 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
9 |
| CastleKnight Management LP |
9 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
9 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
9 |
| Evolution Wealth Advisors, LLC |
9 |
| Clear Harbor Asset Management, LLC |
9 |
| Todd Asset Management Llc |
9 |
| SummitTX Capital, L.P. |
9 |
| FinTrust Capital Advisors, LLC |
9 |
| Blackrock Municipal Income Trust |
9 |
| Centenus Global Management, Lp |
9 |
| Delpha Capital Management, Llc |
9 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
9 |
| Beacon Capital Management, LLC |
9 |
| Guggenheim Strategic Opportunities Fund |
9 |
| Triumph Capital Management |
9 |
| Avantax Advisory Services, Inc. |
9 |
| Innealta Capital, Llc |
9 |
| Quent Capital, LLC |
9 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
9 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
9 |
| Rokos Capital Management LLP |
9 |
| Inspire Advisors, LLC |
9 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
9 |
| Activest Wealth Management |
9 |
| Legacy Financial Advisors, Inc. |
9 |
| Davidson Kempner Capital Management Lp |
9 |
| Neo Ivy Capital Management |
9 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
9 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
9 |
| Alera Investment Advisors, LLC |
9 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
9 |
| Squar Milner Financial Services Llc |
9 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
9 |
| Qrg Capital Management, Inc. |
9 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
9 |
| CenterStar Asset Management, LLC |
9 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
9 |
| EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A |
9 |
| Wealthfront Advisers Llc |
9 |
| Eaton Vance New York Municipal Income Trust |
9 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
9 |
| Albar Capital Ltd |
9 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
9 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
9 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
9 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
9 |
| Mason Street Advisors, Llc |
9 |
| Treasurer of the State of North Carolina |
9 |
| Lenox Wealth Management, Inc. |
9 |
| Strengthening Families & Communities, LLC |
9 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
9 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
9 |
| Edgestream Partners, L.P. |
9 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
9 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
9 |
| Green Arrow Capital Management Llc |
9 |
| Woodline Partners LP |
9 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
9 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
9 |
| Marathon Trading Investment Management LLC |
9 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
9 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
9 |
| Venture Visionary Partners LLC |
9 |
| IBM Retirement Fund |
9 |
| Atika Capital Management LLC |
9 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
9 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
| Cantab Capital Partners LLP |
9 |
| Barrow Hanley Mewhinney & Strauss Llc |
9 |
| Householder Group Estate & Retirement Specialist, LLC |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
9 |
| Shaolin Capital Management LLC |
9 |
| FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund |
9 |
| Koshinski Asset Management, Inc. |
9 |
| WPG Advisers, LLC |
9 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
9 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
9 |
| XR Securities LLC |
9 |
| Apollo Management Holdings, L.P. |
9 |
| Delaware Management Holdings, Inc. |
9 |
| Contrarian Capital Management, L.l.c. |
9 |
| Standard Life Aberdeen plc |
9 |
| Lucus Advisors Llc |
9 |
| Macroview Investment Management Llc |
9 |
| Sig Brokerage, Lp |
9 |
| Inceptionr Llc |
9 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
9 |
| Entropy Technologies, LP |
9 |
| Cowen Group, Inc. |
9 |
| Usca Ria Llc |
9 |
| Capital Guardian Trust Co |
9 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
9 |
| Chicago Partners Investment Group LLC |
9 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
9 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
9 |
| Placemark Investments, Inc. |
9 |
| SOUTH STATE Corp |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
9 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
9 |
| Bowling Portfolio Management LLC |
9 |
| MCF Advisors LLC |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
9 |
| Zweig-DiMenna Associates LLC |
9 |
| Knight Capital Group, Inc. |
9 |
| Manchester Capital Management LLC |
9 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
9 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
9 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
9 |
| Claymore Exchange-traded Fund Trust |
9 |
| Gupta Wealth Management LLC |
9 |
| Kapitalo Investimentos Ltda |
9 |
| EP Wealth Advisors, Inc. |
9 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
9 |
| Us Financial Advisors, Llc |
9 |
| I.g. Investment Management, Ltd. |
9 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
9 |
| FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 |
9 |
| EverPoint Asset Management, LLC |
9 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
9 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
9 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
9 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
9 |
| Commerce Bank |
9 |
| Toth Financial Advisory Corp |
9 |
| New Jersey Better Educational Savings Trust |
9 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
9 |
| Fulton Bank, N.a. |
9 |
| Golden State Equity Partners |
9 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
9 |
| Trust Department Mb Financial Bank N A |
9 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
9 |
| Edge Wealth Management LLC |
9 |
| First Allied Advisory Services, Inc. |
9 |
| Rockbridge Investment Management, LCC |
9 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
9 |
| Carroll Financial Associates, Inc. |
9 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
9 |
| Contravisory Investment Management, Inc. |
9 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
9 |
| Pacitti Group Inc. |
8 |
| Cloud Capital Management, LLC |
8 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
| Newbridge Financial Services Group, Inc. |
8 |
| Campbell Multi-strategy Trust |
8 |
| Atria Wealth Solutions, Inc. |
8 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
8 |
| Kkr Income Opportunities Fund |
8 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
8 |
| Leap Investments Lp |
8 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
| Legend Financial Advisors, Inc. |
8 |
| Weaver Consulting Group |
8 |
| Pioneer High Income Trust |
8 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
8 |
| WealthStone, Inc. |
8 |
| Golden State Wealth Management, LLC |
8 |
| CQS Cayman LP |
8 |
| Doubleline Income Solutions Fund |
8 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
8 |
| BlackRock ESG Capital Allocation Trust |
8 |
| Kore Private Wealth LLC |
8 |
| Putnam Master Intermediate Income Trust |
8 |
| Amerivest Investment Management LLC |
8 |
| Liberty Wealth Management Llc |
8 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
8 |
| Tuscan Ridge Asset Management Llc |
8 |
| Voleon Capital Management Lp |
8 |
| Western Wealth Management, LLC |
8 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
8 |
| Psagot Value Holdings Ltd. / (Israel) |
8 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
8 |
| VisionPoint Advisory Group, LLC |
8 |
| Bedel Financial Consulting, Inc. |
8 |
| Oak Thistle LLC |
8 |
| Bay Harbor Wealth Management, LLC |
8 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
8 |
| Par Investment Partners Lp |
8 |
| Trustcore Financial Services, Llc |
8 |
| Mutual Advisors, LLC |
8 |
| Kaizen Advisory, Llc |
8 |
| Investors Research Corp |
8 |
| 180 Wealth Advisors, Llc |
8 |
| Claris Advisors, Llc / Mo / |
8 |
| MYDA Advisors LLC |
8 |
| Aptus Capital Advisors, LLC |
8 |
| Rise Advisors, LLC |
8 |
| Riverview Trust Co |
8 |
| CWM Advisors, LLC |
8 |
| Cary Street Partner Investment Advisory Llc |
8 |
| Enlightenment Research, LLC |
8 |
| Heartland Advisors Inc |
8 |
| HFM Investment Advisors, LLC |
8 |
| HB Wealth Management, LLC |
8 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
8 |
| Nkcfo Llc |
8 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
8 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
8 |
| Privium Fund Management B.V. |
8 |
| Skaana Management L.P. |
8 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
8 |
| West Branch Capital LLC |
8 |
| Truvestments Capital Llc |
8 |
| Minichmacgregor Wealth Management, Llc |
8 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
8 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
8 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
8 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
8 |
| BI Asset Management Fondsmaeglerselskab A/S |
8 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
8 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
8 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
8 |
| RMNY - Tidal Trust III - Rockefeller New York Municipal Bond ETF |
8 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
8 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
8 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
8 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
8 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
8 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
8 |
| Parkworth Wealth Management, Inc. |
8 |
| F&C Asset Management plc |
8 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
8 |
| Horizon Investments, LLC |
8 |
| Perpetual Ltd |
8 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
8 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
8 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
8 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
8 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
8 |
| MFCPX - M FUND INC - M Capital Appreciation Fund |
8 |
| Shaker Investments Llc/oh |
8 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
8 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
8 |
| TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class |
8 |
| VCCBX - VALIC Co II - Core Bond Fund |
8 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
8 |
| Pinz Capital Management, LP |
8 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
8 |
| EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A |
8 |
| Independent Portfolio Consultants, Inc. |
8 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
8 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
8 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
8 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
8 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
8 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
8 |
| USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A |
8 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
8 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
8 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
8 |
| JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I |
8 |
| JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C |
8 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
8 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
8 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
8 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
8 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
8 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
8 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
8 |
| Analytic Investors, LLC |
8 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
8 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
8 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
8 |
| PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
8 |
| IMA Wealth, Inc. |
8 |
| HBK Sorce Advisory LLC |
8 |
| Vestcor Inc |
8 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
8 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
8 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
8 |
| Santa Fe Partners LLC |
8 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
8 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
8 |
| SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A |
8 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
8 |
| Pictet Asset Management Ltd |
8 |
| Breton Hill Capital Ltd. |
8 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
8 |
| Avalon Advisors, Llc |
8 |
| Regentatlantic Capital Llc |
8 |
| Sanctuary Advisors, LLC |
8 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
8 |
| Aristeia Capital Llc |
8 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
8 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
8 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
8 |
| CI Global Investments Inc. |
8 |
| FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF |
8 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
8 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
8 |
| Smallcap World Fund Inc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
8 |
| Old Mutual Customised Solutions (proprietary) Ltd |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
8 |
| MUFG Securities EMEA plc |
8 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
8 |
| WR Wealth Planners, LLC |
8 |
| Camarda Financial Advisors, LLC |
8 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
8 |
| State Of Michigan Retirement System |
8 |
| First Midwest Bank Trust Division |
8 |
| Tarbox Family Office, Inc. |
8 |
| Axiom International Investors Llc /de |
8 |
| Brookfield Asset Management Inc. |
8 |
| Tfs Capital Llc |
8 |
| Aristides Capital LLC |
8 |
| Owl Creek Asset Management, L.P. |
8 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
8 |
| DnB Asset Management AS |
8 |
| LRI Investments, LLC |
8 |
| Tompkins Financial Corp |
8 |
| Alpha Windward Llc |
8 |
| Alden Global Capital LLC |
8 |
| Cheyne Capital Management (UK) LLP |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
8 |
| Chevy Chase Trust Holdings, Inc. |
8 |
| Sageworth Trust Co |
8 |
| Tipp Hill Capital Management LLC |
8 |
| Jump Trading, LLC |
8 |
| RBB FUND, INC. - Aquarius International Fund |
8 |
| Water Island Capital Llc |
8 |
| Moneta Group Investment Advisors Llc |
8 |
| New England Research & Management, Inc. |
8 |
| Wealthfront Inc |
8 |
| Concurrent Investment Advisors, LLC |
8 |
| Hollencrest Capital Management |
8 |
| Kistler-Tiffany Companies, LLC |
8 |
| Crow Point Partners, LLC |
8 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
8 |
| Salem Investment Counselors Inc |
8 |
| Cobalt Capital Management, Inc. |
8 |
| Coatue Management Llc |
8 |
| CTC Alternative Strategies, Ltd. |
8 |
| Ancient Art, L.P. |
8 |
| Price Capital Management, Inc. |
8 |
| Motley Fool Asset Management LLC |
8 |
| Montag A & Associates Inc |
8 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
8 |
| Essex Investment Management Co Llc |
8 |
| Utah Retirement Systems |
8 |
| Torren Management, LLC |
8 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
8 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
8 |
| AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
8 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
8 |
| KKR Credit Opportunities Portfolio |
8 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
8 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
8 |
| Crestline Management, LP |
8 |
| Freestone Grove Partners LP |
8 |
| Colony Group, LLC |
8 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
8 |
| Bluefin Capital Management, Llc |
8 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
8 |
| Appian Way Asset Management LP |
8 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
8 |
| Paces Ferry Wealth Advisors, Llc |
8 |
| Apriem Advisors |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
8 |
| Frazier Financial Advisors, LLC |
8 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
8 |
| Pictet Asset Management Sa |
8 |
| WealthPLAN Partners, LLC |
8 |
| TRUE Private Wealth Advisors |
8 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
8 |
| Thornburg Investment Management Inc |
8 |
| TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class |
8 |
| Private Ocean, LLC |
8 |
| Miracle Mile Advisors, LLC |
8 |
| Horan Securities, Inc. |
8 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
8 |
| Buckingham Capital Management Inc |
8 |
| NN Investment Partners Holdings N.V. |
8 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
| Anchor Investment Management, LLC |
8 |
| Vermillion Wealth Management, Inc. |
8 |
| CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
8 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
8 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
8 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
8 |
| Cambria Investment Management, L.P. |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
8 |
| Signet Financial Management, Llc |
8 |
| Tlp Group Llc |
8 |
| Kemnay Advisory Services Inc. |
8 |
| Penn Capital Management Co Inc |
8 |
| CSat Investment Advisory, L.P. |
8 |
| Aaron Wealth Advisors LLC |
8 |
| Mosaic Family Wealth, LLC |
8 |
| Virtus Investment Advisers, Inc. |
8 |
| Dunhill Financial, LLC |
8 |
| Dai-ichi Life Holdings, Inc. |
8 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
8 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
8 |
| Advance Capital I Inc |
8 |
| Dogwood Wealth Management LLC |
8 |
| Lebenthal Asset Management, LLC |
8 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
8 |
| BerganKDV Wealth Management, LLC |
8 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
8 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
8 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
8 |
| Kayne Anderson Rudnick Investment Management Llc |
8 |
| Westfield Capital Management Co Lp |
8 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
8 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
| Man Investments Ltd |
8 |
| Fiera Capital Corp |
8 |
| MESHX - AMG FUNDS - AMG GW&K Municipal Enhanced SMA Shares |
8 |
| Cribstone Capital Management, LLC |
8 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
8 |
| Folger Hill Asset Management LP |
8 |
| Hartford Investment Management Co |
8 |
| AGF Investments LLC |
8 |
| Chiron Investment Management, LLC |
8 |
| Advisory Alpha, LLC |
8 |
| Avantax Planning Partners, Inc. |
8 |
| McAdam, LLC |
8 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
8 |
| Cpwm, Llc |
8 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
8 |
| Independent Advisor Alliance |
8 |
| Meadow Creek Investment Management LLC |
8 |
| Castle Hook Partners LP |
8 |
| SummerHaven Investment Management, LLC |
8 |
| Covington Capital Management |
8 |
| Ritholtz Wealth Management |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
8 |
| SpiderRock Advisors, LLC |
8 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
8 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
8 |
| SageView Advisory Group, LLC |
8 |
| Pendal Group Ltd |
8 |
| Tiger Management L.l.c. |
8 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
8 |
| Cerebellum GP, LLC |
8 |
| Front Row Advisors LLC |
8 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
8 |
| Nuveen New York Amt-free Quality Municipal Income Fund |
8 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
8 |
| Voya Global Advantage & Premium Opportunity Fund |
8 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
8 |
| Childress Capital Advisors, Llc |
8 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
8 |
| Blackrock Municipal Income Trust Ii |
8 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
8 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
8 |
| Putnam Premier Income Trust |
8 |
| Gabelli Funds Llc |
8 |
| PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
8 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
8 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
8 |
| Blackrock Muniyield Quality Fund Iii, Inc. |
8 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
8 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
8 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
8 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
8 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
8 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
8 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
8 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
8 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
8 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
8 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
8 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
8 |
| Continuum Advisory, LLC |
8 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
8 |
| Baldwin Brothers Inc/ma |
8 |
| American Funds Insurance Series |
8 |
| Scout Funds |
8 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
8 |
| Optimum Investment Advisors |
8 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
8 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
8 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
8 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
8 |
| ICA Group Wealth Management, LLC |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
8 |
| BlackRock ETF Trust II - BlackRock High Yield Muni Income Bond ETF |
8 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
8 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
8 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
8 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
8 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
8 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
8 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
8 |
| Cca Investments Trust |
8 |
| Wasatch Advisors Inc |
8 |
| Short Duration High Income Portfolio - Short Duration High Income Portfolio |
8 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
8 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
8 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
8 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
8 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
8 |
| Beck Bode, LLC |
8 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
8 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
8 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
8 |
| Twin Lakes Capital Management, LLC |
7 |
| Key FInancial Inc |
7 |
| DecisionPoint Financial, LLC |
7 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
7 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
7 |
| Royal London Asset Management Ltd |
7 |
| Bardin Hill Management Partners Lp |
7 |
| Jacobi Capital Management LLC |
7 |
| Tide Point Capital Management, Lp |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
7 |
| Etf Managers Group, Llc |
7 |
| Clearbridge, Llc |
7 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
7 |
| Addison Advisors LLC |
7 |
| GeoWealth Management, LLC |
7 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
7 |
| Investment House Llc |
7 |
| Simon Quick Advisors, Llc |
7 |
| Annis Gardner Whiting Capital Advisors, LLC |
7 |
| Polar Capital LLP |
7 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
7 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
7 |
| Zrc Wealth Management, Llc |
7 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
7 |
| Dana Investment Advisors, Inc. |
7 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
7 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
7 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
7 |
| Graticule Asia Macro Advisors LLC |
7 |
| Insight Capital Research & Management Inc |
7 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
7 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
7 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
7 |
| Polianta Ltd |
7 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
7 |
| West Paces Advisors Inc. |
7 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
7 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
| Alpha Paradigm Partners, LLC |
7 |
| New Vernon Investment Management Llc |
7 |
| DLD Asset Management, LP |
7 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
7 |
| Total Investment Management Inc |
7 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
7 |
| Lee Financial Co |
7 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
7 |
| Banco Santander, S.A. |
7 |
| Shapiro Robert N |
7 |
| Mariner Investment Group Llc |
7 |
| Gruber & Mcbaine Capital Management Llc |
7 |
| CIBC Bancorp USA Inc. |
7 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
7 |
| Concord Wealth Partners |
7 |
| Marex Group plc |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
7 |
| Level Four Advisory Services, Llc |
7 |
| Bear Mountain Capital, Inc. |
7 |
| WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
7 |
| Tyers Asset Management LLC |
7 |
| ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares |
7 |
| LBA Wealth Management, LLC |
7 |
| Park Avenue Securities Llc |
7 |
| Intellectus Partners, LLC |
7 |
| Mizuho Trust & Banking Co., Ltd. |
7 |
| Moisand Fitzgerald Tamayo, LLC |
7 |
| Verde Servicos Internacionais S.A. |
7 |
| Wetzel Investment Advisors, Inc. |
7 |
| Zazove Associates Llc |
7 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
7 |
| Worth Venture Partners, LLC |
7 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
7 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| Eidelman Virant Capital |
7 |
| Grove Bank & Trust |
7 |
| IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class |
7 |
| Capital World Growth & Income Fund |
7 |
| Wood Tarver Financial Group, LLC |
7 |
| Sanders Morris Harris Llc |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
7 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
7 |
| Baltimore Capital Management, Inc |
7 |
| YorkBridge Wealth Partners, LLC |
7 |
| Sachetta, LLC |
7 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
7 |
| Mv Capital Management, Inc. |
7 |
| Cion Ares Diversified Credit Fund |
7 |
| Knights of Columbus Asset Advisors LLC |
7 |
| Boston Private Bank & Trust Co |
7 |
| Cornerstone Financial Management LLC |
7 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
7 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
7 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
7 |
| Telemetry Investments, L.L.C. |
7 |
| 111 Capital |
7 |
| Concert Wealth Management Inc. |
7 |
| Hotchkis & Wiley Capital Management Llc |
7 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
7 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
7 |
| Whipplewood Advisors, LLC |
7 |
| Affinity Investment Advisors, Llc |
7 |
| JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
7 |
| Sandler Capital Management |
7 |
| Manning & Napier Advisors Llc |
7 |
| Warren Averett Asset Management, LLC |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
7 |
| New Age Alpha Advisors, LLC |
7 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
7 |
| West Tower Group, LLC |
7 |
| Steelhead Partners Llc |
7 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
7 |
| Peregrine Asset Advisers, Inc. |
7 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
7 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
7 |
| Founders Financial Alliance, LLC |
7 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
7 |
| Echo Street Capital Management LLC |
7 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
7 |
| Kula Investments, LLC |
7 |
| Rs Investment Management Co Llc |
7 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
7 |
| Strategic Investment Solutions, Inc. /IL |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
7 |
| Piershale Financial Group, Inc. |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
7 |
| Koch Industries Inc |
7 |
| Xponance, Inc. |
7 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
7 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
7 |
| Danske Bank A/s |
7 |
| Van Hulzen Asset Management, LLC |
7 |
| Unison Advisors LLC |
7 |
| STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A |
7 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
7 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
7 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
7 |
| PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares |
7 |
| Ninety One UK Ltd |
7 |
| ISAM Funds (UK) Ltd |
7 |
| Harvest Portfolios Group Inc. |
7 |
| Lombard Odier Asset Management (Europe) Ltd |
7 |
| PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
7 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
7 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
7 |
| Winfield Associates, Inc. |
7 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
7 |
| Ares Financial Consulting, LLC |
7 |
| Invesco Municipal Income Opportunities Trust |
7 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
| Global Endowment Management, LP |
7 |
| RFG Advisory, LLC |
7 |
| Insigneo Advisory Services, Llc |
7 |
| First Horizon Corp |
7 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
7 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
7 |
| PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. |
7 |
| Focused Wealth Management, Inc |
7 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
7 |
| Oarsman Capital, Inc. |
7 |
| Evercore Wealth Management, LLC |
7 |
| Guerra Advisors Inc |
7 |
| Scout Investments, Inc. |
7 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
7 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
7 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
7 |
| Hanson & Doremus Investment Management |
7 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
7 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
7 |
| Voya Financial Advisors, Inc. |
7 |
| Monashee Investment Management LLC |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
7 |
| WealthCollab, LLC |
7 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
7 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
7 |
| Baystate Wealth Management LLC |
7 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
7 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
7 |
| Fisher Asset Management, LLC |
7 |
| Brookstone Capital Management |
7 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
7 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
7 |
| Quotient Investors, LLC |
7 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
7 |
| Oppenheimer Quest For Value Funds |
7 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
7 |
| DAVENPORT & Co LLC |
7 |
| Delta Asset Management Llc/tn |
7 |
| Arrowgrass Capital Partners (us) Lp |
7 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
7 |
| Samlyn Capital, Llc |
7 |
| Blue Bell Private Wealth Management, Llc |
7 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
7 |
| Winch Advisory Services, LLC |
7 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
7 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
7 |
| Silver Point Capital L.P. |
7 |
| BW Gestao de Investimentos Ltda. |
7 |
| Colonial Trust Advisors |
7 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
7 |
| NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A |
7 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
7 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
7 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
7 |
| Qsemble Capital Management, LP |
7 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
7 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
7 |
| Cypress Capital Management LLC (WY) |
7 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
7 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
7 |
| Blackrock Munivest Fund, Inc. |
7 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
7 |
| Blackrock New York Municipal Income Trust Ii |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
7 |
| First Interstate Bank |
7 |
| Allianzgi Convertible & Income 2024 Target Term Fund |
7 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
7 |
| Rockefeller Financial Services Inc |
7 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
7 |
| Conning Inc. |
7 |
| Bank Of Hawaii |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
7 |
| FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF |
7 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
7 |
| Chimera Capital Management LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
7 |
| Nwi Management Lp |
7 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
7 |
| TIG Advisors, LLC |
7 |
| Pimco Corporate & Income Strategy Fund |
7 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
7 |
| TradeLink Global Equity LLC |
7 |
| Redwood Investments, LLC |
7 |
| Palmer Square Opportunistic Income Fund |
7 |
| Mountain Lake Investment Management LLC |
7 |
| Vise Technologies, Inc. |
7 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
7 |
| SeaTown Holdings Pte. Ltd. |
7 |
| Heritage Wealth Advisors |
7 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
7 |
| Natixis Investment Managers International |
7 |
| Eagle Global Advisors Llc |
7 |
| Ivory Investment Management, Llc |
7 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
7 |
| PSI Advisors, LLC |
7 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
7 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
7 |
| Mizuho Securities Usa Llc |
7 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
7 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
7 |
| Mendota Financial Group, LLC |
7 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
7 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
7 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
7 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
7 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
7 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
7 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
7 |
| Epoch Investment Partners, Inc. |
7 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
7 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
7 |
| Selz Capital LLC |
7 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
7 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
7 |
| Blackrock Munienhanced Fund, Inc. |
7 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
7 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
7 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
7 |
| Blackrock Muniyield Fund, Inc. |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
7 |
| TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
7 |
| Legacy Wealth Managment, LLC/ID |
7 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
7 |
| Gateway Investment Advisers Llc |
7 |
| Rothschild Investment Corp /il |
7 |
| Intrust Bank Na |
7 |
| Regal Investment Advisors LLC |
7 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
7 |
| RMB Capital Management, LLC |
7 |
| VGLSX - VALIC Co I - Global Strategy Fund |
7 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
7 |
| VCGAX - VALIC Co I - Growth & Income Fund |
7 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
7 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
7 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
7 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
7 |
| Integrated Advisors Network LLC |
7 |
| Farringdon Capital, Ltd. |
7 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
7 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
7 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
7 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
7 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
7 |
| Lisanti Capital Growth, LLC |
7 |
| Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
7 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
7 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
7 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
7 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
7 |
| American Independence Funds Trust |
7 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
7 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
7 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
7 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
7 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
7 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
7 |
| Oppenheimer Variable Account Funds |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
7 |
| Nuveen High Income November 2021 Target Term Fund |
7 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| Kings Point Capital Management |
7 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
7 |
| Silvercrest Asset Management Group Llc |
7 |
| Tsfg, Llc |
7 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
7 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
7 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
7 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
7 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
7 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
7 |
| Advanced Series Trust - Ast High Yield Portfolio |
7 |
| LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A |
7 |
| Hughes Financial Services, LLC |
7 |
| Advisor Partners Llc |
7 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
7 |
| Sii Investments Inc/wi |
7 |
| PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares |
7 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
7 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
7 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
7 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
7 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
7 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
7 |
| Transce3nd, LLC |
7 |
| Cortina Asset Management, LLC |
7 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
7 |
| ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
7 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
7 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
7 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
7 |
| Ankerstar Wealth, LLC |
7 |
| Pallas Capital Advisors LLC |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
7 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
7 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
7 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
7 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
7 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
7 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
7 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
7 |
| J.w. Cole Advisors, Inc. |
7 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
7 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
7 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
7 |
| Blackrock Muni Intermediate Duration Fund, Inc. |
7 |
| SENYX - SEI TAX EXEMPT TRUST - STET NEW YORK MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
7 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
7 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
7 |
| FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares |
7 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
7 |
| GRATRY & Co LLC |
7 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
7 |
| MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares |
7 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
7 |
| Ballentine Partners, LLC |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
7 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
7 |
| GFS Advisors, LLC |
7 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
7 |
| Procyon Private Wealth Partners, LLC |
7 |
| MBEQX - M FUND INC - M International Equity Fund |
7 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
7 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
7 |
| tru Independence LLC |
7 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
7 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
7 |
| Brewin Dolphin Ltd |
7 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
7 |
| Curian Capital Llc |
7 |
| Atwood & Palmer Inc |
7 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
7 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
7 |
| Intact Investment Management Inc. |
7 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
7 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
7 |
| Polymer Capital Management (US) LLC |
7 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
7 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
7 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
7 |
| Verdence Capital Advisors LLC |
7 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
7 |
| Royal Fund Management, LLC |
7 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
7 |
| Daiwa Capital Markets America Inc. |
7 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
7 |
| Glg Inc. |
7 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
7 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
7 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
7 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
7 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
7 |
| Emerald Advisers, Llc |
7 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
7 |
| GHP Investment Advisors, Inc. |
7 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
7 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
7 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
7 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
7 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
7 |
| Cedar Mountain Advisors, LLC |
7 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
7 |
| State of New Jersey Common Pension Fund A |
7 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
7 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
7 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
7 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
7 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
7 |
| Mazama Capital Management Inc |
7 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
7 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
7 |
| Mangrove Partners |
7 |
| RMOP - Tidal Trust III - Rockefeller Opportunistic Municipal Bond ETF |
7 |
| HighMark Wealth Management LLC |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
7 |
| Gluskin Sheff & Assoc Inc |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF |
7 |
| PIMCO Dynamic Income Opportunities Fund |
7 |
| CX Institutional |
7 |
| Washington Trust Advisors, Inc. |
7 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
7 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
7 |
| B. Metzler seel. Sohn & Co. AG |
7 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
7 |
| Change Path, LLC |
7 |
| Towle & Co |
7 |
| Red Tortoise LLC |
7 |
| Wakefield Asset Management LLLP |
7 |
| Emerald Investment Partners, Llc |
7 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
7 |
| 1620 Investment Advisors, Inc. |
7 |
| Alaska Permanent Fund Corp |
7 |
| McIlrath & Eck, LLC |
7 |
| Cqs (us), Llc |
7 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
7 |
| Kingsview Wealth Management, LLC |
7 |
| Stelliam Investment Management, Lp |
7 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
7 |
| BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional |
7 |
| Wagner Wealth Management, Llc |
7 |
| Allred Capital Management, LLC |
7 |
| Prime Capital Investment Advisors, LLC |
7 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
7 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
7 |
| Beaird Harris Wealth Management, LLC |
7 |
| EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
7 |
| One Wealth Advisors, LLC |
7 |
| Diametric Capital, LP |
7 |
| Levin Capital Strategies, L.p. |
7 |
| Wiley Bros.-aintree Capital, Llc |
7 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
7 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
7 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
7 |
| Raleigh Capital Management Inc. |
7 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
7 |
| Measured Wealth Private Client Group, LLC |
7 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
7 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
7 |
| Windsor Creek Advisors, Llc |
7 |
| Lake Street Advisors Group, Llc |
7 |
| Financial Advocates Investment Management |
7 |
| First Command Advisory Services, Inc. |
7 |
| Wetherby Asset Management Inc |
7 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
7 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
7 |
| Forum Financial Management, LP |
7 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
7 |
| Next Capital Management LLC |
7 |
| Chesapeake Asset Management Llc |
7 |
| Cambridge Trust Co |
7 |
| DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
7 |
| Zions Bancorporation, N.A. |
7 |
| Sandbar Asset Management LLP |
7 |
| HHM Wealth Advisors, LLC |
7 |
| Carillon Tower Advisers, Inc. |
7 |
| Nuveen Multi-Asset Income Fund |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
7 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
7 |
| Twin Capital Management Inc |
7 |
| Gryphon Financial Partners LLC |
7 |
| Securian Asset Management, Inc |
7 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
7 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
7 |
| TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
7 |
| Oaktree Diversified Income Fund Inc. |
7 |
| Global Wealth Management Investment Advisory, Inc. |
7 |
| Verus Capital Partners, Llc |
7 |
| Hoover Financial Advisors, Inc. |
7 |
| Calton & Associates, Inc. |
7 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
7 |
| Virtus Global Multi-sector Income Fund |
7 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
7 |
| Brandywine Oak Private Wealth Llc |
7 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
7 |
| Wealthbridge Capital Management, Llc |
7 |
| Human Investing LLC |
7 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
7 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
7 |
| Quest Capital Management Inc /adv |
7 |
| SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A |
7 |
| Dreyfus High Yield Strategies Fund |
7 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
7 |
| Northwest Investment Counselors, Llc |
7 |
| BCJ Capital Management, LLC |
7 |
| Advisor Resource Council |
7 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
7 |
| Machina Capital S.a.s. |
7 |
| MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund |
7 |
| Comerica Securities,inc. |
7 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
7 |
| Next Financial Holdings |
7 |
| Vestmark Advisory Solutions, Inc. |
7 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
7 |
| ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class |
7 |
| Coastal Investment Advisors, Inc. |
7 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
7 |
| Inscription Capital, LLC |
7 |
| MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C |
7 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
7 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
7 |
| Wall Street Associates |
7 |
| Friess Associates Llc |
7 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
7 |
| Southport Management, L.l.c. |
7 |
| Benjamin Edwards Inc |
7 |
| Moody Aldrich Partners Llc |
7 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
7 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
7 |
| iA Global Asset Management Inc. |
7 |
| Baird Robert W & Co Inc /wi/ |
7 |
| Ruffer LLP |
7 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
7 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
| Tiverton Asset Management Llc |
7 |
| Caldwell Securities, Inc |
7 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
7 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
7 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
7 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
| Perimeter Capital Partners, LLC |
7 |
| Schonfeld Group Holdings LLC |
7 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
7 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
7 |
| Regent Peak Wealth Advisors LLC |
7 |
| Saba Capital Management, L.P. |
7 |
| Donald Smith & Co., Inc. |
7 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| UniSuper Management Pty Ltd |
7 |
| EAM Investors, LLC |
7 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
7 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
7 |
| Institutional & Family Asset Management, Llc |
7 |
| Highlander Capital Management, LLC |
7 |
| Cahill Financial Advisors Inc |
7 |
| Accurate Wealth Management, LLC |
7 |
| Lincoln National Corp |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
7 |
| Associated Banc-corp |
7 |
| Riggs Asset Managment Co. Inc. |
7 |
| U.S. Capital Wealth Advisors, LLC |
7 |
| Formula Growth Ltd |
7 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
7 |
| Candlestick Capital Management LP |
7 |
| Retirement Wealth Solutions LLC |
7 |
| Stonebridge Capital Advisors LLC |
7 |
| Wilmington Funds Management Corp |
7 |
| Cupps Capital Management, LLC |
7 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
6 |
| Blackrock Muniholdings Fund, Inc. |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
6 |
| Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
6 |
| First Pacific Advisors, LP |
6 |
| Havemeyer Place LP |
6 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
6 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
6 |
| Mine & Arao Wealth Creation & Management, LLC. |
6 |
| Lake Point Wealth Management |
6 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
6 |
| Financial Consulate, Inc |
6 |
| RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
6 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
6 |
| Neuberger Berman New York Intermediate Municipal Fund Inc |
6 |
| Blackrock Muniassets Fund, Inc. |
6 |
| Saturna Capital CORP |
6 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
6 |
| Allianzgi Diversified Income & Convertible Fund |
6 |
| Opal Wealth Advisors, LLC |
6 |
| Barometer Capital Management Inc. |
6 |
| VitalStone Financial, LLC |
6 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
6 |
| HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
6 |
| Sagil Capital Llp |
6 |
| Delos Wealth Advisors, LLC |
6 |
| Wellington Shields Capital Management, LLC |
6 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
6 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
6 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
6 |
| Kb Financial Partners, Llc |
6 |
| Eisler Capital (UK) Ltd. |
6 |
| Capital International Sarl |
6 |
| Western Asset Corporate Loan Fund Inc. |
6 |
| Yorktown Management & Research Co Inc |
6 |
| Suffolk Capital Management Llc |
6 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
6 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
| Castle Creek Arbitrage, LLC |
6 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
6 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
6 |
| AT Bancorp |
6 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
6 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
6 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
6 |
| Jag Capital Management, Llc |
6 |
| Veritable, L.P. |
6 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
6 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
6 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
6 |
| DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
6 |
| Balasa Dinverno & Foltz Llc |
6 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
6 |
| Private Wealth Asset Management, LLC |
6 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
6 |
| Advisors Capital Management, LLC |
6 |
| Allegheny Financial Group LTD |
6 |
| Equitable Holdings, Inc. |
6 |
| F3Logic, LLC |
6 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
6 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
| Credential Qtrade Securities Inc. |
6 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
6 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
6 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
6 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
6 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
6 |
| Griffin Institutional Access Credit Fund |
6 |
| FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund |
6 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
6 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
6 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
6 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
6 |
| RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
6 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
6 |
| Garrett Wealth Advisory Group, LLC |
6 |
| Ardsley Advisory Partners Lp |
6 |
| Hilton Head Capital Partners, LLC |
6 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
6 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
6 |
| Lee Danner & Bass Inc |
6 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
6 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
6 |
| DoubleLine Yield Opportunities Fund |
6 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
6 |
| Greenwood Capital Associates Llc |
6 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
6 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
| Soltis Investment Advisors LLC |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
6 |
| JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
6 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
6 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
6 |
| Varma Mutual Pension Insurance Co |
6 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
6 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
6 |
| Gardner Lewis Asset Management L P |
6 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
6 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
6 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
6 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
6 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
6 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
6 |
| Lombard Odier Asset Management (Switzerland) SA |
6 |
| Kovitz Investment Group Partners, LLC |
6 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
6 |
| Woodmont Investment Counsel Llc |
6 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
6 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
6 |
| Western Asset Variable Rate Strategic Fund Inc. |
6 |
| Duquesne Family Office LLC |
6 |
| Deseret Mutual Benefit Administrators |
6 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
6 |
| Artisan Partners Limited Partnership |
6 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
| Cape Investment Advisory, Inc. |
6 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
6 |
| Vollero Beach Capital Partners LLC |
6 |
| Virtus ETF Advisers LLC |
6 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
6 |
| Pacifica Partners Inc. |
6 |
| Corient Capital Partners, LLC |
6 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
6 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
6 |
| StoneX Group Inc. |
6 |
| Cypress Point Wealth Management, LLC |
6 |
| JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF |
6 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
6 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
6 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
6 |
| Greenleaf Trust |
6 |
| Slate Path Capital LP |
6 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
6 |
| Maplelane Capital, Llc |
6 |
| BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF |
6 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
6 |
| Orbis Allan Gray Ltd |
6 |
| FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares |
6 |
| Albion Financial Group /ut |
6 |
| NewEdge Wealth, LLC |
6 |
| Nokota Management, LP |
6 |
| First Command Bank |
6 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
6 |
| First Command Financial Services, Inc. |
6 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
6 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
6 |
| Oaktree Capital Management Lp |
6 |
| Wolff Wiese Magana Llc |
6 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
6 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
6 |
| Envestnet Portfolio Solutions, Inc. |
6 |
| WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
6 |
| Belmont Global Advisors, Inc. |
6 |
| Mark Sheptoff Financial Planning, Llc |
6 |
| Osterweis Capital Management Inc |
6 |
| 25 Llc |
6 |
| FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF |
6 |
| MTM Investment Management, LLC |
6 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
6 |
| JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
6 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
6 |
| Bellevue Asset Management, Llc |
6 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
6 |
| Stone House Investment Management, LLC |
6 |
| NJ State Employees Deferred Compensation Plan |
6 |
| RPg Family Wealth Advisory, LLC |
6 |
| Cognios Capital, LLC |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
6 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
6 |
| Wellesley Asset Management |
6 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
6 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
6 |
| Nuveen Diversified Dividend & Income Fund |
6 |
| Telemark Asset Management, LLC |
6 |
| University Of Texas/texas Am Investment Managment Co |
6 |
| Institute for Wealth Management, LLC. |
6 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
6 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
6 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
6 |
| Financial Counselors Inc |
6 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
6 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
6 |
| Red Door Wealth Management, LLC |
6 |
| Lodge Hill Capital, LLC |
6 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
6 |
| Acorn Wealth Advisors, LLC |
6 |
| Plaisance Capital LLC |
6 |
| Howard Hughes Medical Institute |
6 |
| Kettle Hill Capital Management, Llc |
6 |
| Vanguard Morgan Growth Fund |
6 |
| Capital Investment Advisory Services, LLC |
6 |
| JJJ Advisors Inc. |
6 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
6 |
| New Mexico Educational Retirement Board |
6 |
| Financial Advisors Network, Inc. |
6 |
| Banque Pictet & Cie Sa |
6 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
6 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
6 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
6 |
| Symmetry Partners, LLC |
6 |
| Eaton Vance Senior Income Trust |
6 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
6 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
6 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
6 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
6 |
| Rothschild Asset Management Inc |
6 |
| Black Maple Capital Management LP |
6 |
| Altus Wealth Group LLC |
6 |
| TCG Advisory Services, LLC |
6 |
| FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
6 |
| OP Asset Management Ltd |
6 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
6 |
| Cavalier Investments, LLC |
6 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
6 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
6 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
6 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
6 |
| Adviser Investments LLC |
6 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
6 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
6 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
6 |
| Bruce G. Allen Investments, LLC |
6 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
6 |
| Matarin Capital Management, LLC |
6 |
| J.Safra Asset Management Corp |
6 |
| LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
6 |
| Sierra Ocean, Llc |
6 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
6 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
6 |
| GFG Capital, LLC |
6 |
| N.E.W. Advisory Services LLC |
6 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
6 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
6 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
6 |
| Blackstone Group Inc |
6 |
| SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
6 |
| ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
6 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
6 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
6 |
| JNYIX - JPMorgan Trust I - JPMorgan New York Tax Free Bond Fund Class I |
6 |
| Brasada Capital Management, Lp |
6 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
6 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
6 |
| Islay Capital Management, Llc |
6 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
6 |
| Zullo Investment Group, Inc. |
6 |
| Column Capital Advisors, LLC |
6 |
| Mpwm Advisory Solutions, Llc |
6 |
| SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund |
6 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
6 |
| Banco de Sabadell, S.A |
6 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
6 |
| Hartford Series Fund Inc |
6 |
| Fortress Investment Group LLC |
6 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
6 |
| Cinctive Capital Management LP |
6 |
| Rakuten Securities, Inc. |
6 |
| Granite Investment Partners, LLC |
6 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
6 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
6 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
6 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
6 |
| WMBAX - IVY FUNDS - Ivy Municipal Bond Fund Class A |
6 |
| Center for Financial Planning, Inc. |
6 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
6 |
| Crawford Lake Capital Management, LLC |
6 |
| Laurel Wealth Advisors LLC |
6 |
| Investment Centers Of America Inc |
6 |
| IAG Wealth Partners, LLC |
6 |
| Fortis Advisors, LLC |
6 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
6 |
| Rexford Capital Inc |
6 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
| Portside Wealth Group, LLC |
6 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
6 |
| PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF |
6 |
| Barrett Asset Management, LLC |
6 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
6 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
6 |
| Beech Hill Advisors, Inc. |
6 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
6 |
| Unique Wealth Strategies, LLC |
6 |
| Nwq Investment Management Company, Llc |
6 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
6 |
| BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares |
6 |
| Halpern Financial, Inc. |
6 |
| Atlantic Union Bankshares Corp |
6 |
| Phocas Financial Corp. |
6 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
6 |
| Fortitude Advisory Group L.L.C. |
6 |
| New Perspective Fund |
6 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
6 |
| New Amsterdam Partners Llc/ny |
6 |
| Morgens Waterfall Vintiadis & Co Inc |
6 |
| CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
6 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
6 |
| BBVA USA Bancshares, Inc. |
6 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
6 |
| Pinnacle Bancorp, Inc. |
6 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
6 |
| Tcw Strategic Income Fund Inc |
6 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
6 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
6 |
| Vanguard Chester Funds |
6 |
| Pinnacle Financial Partners, Inc. |
6 |
| Catapult Capital Management Llc |
6 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
6 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
6 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
6 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
6 |
| High Pointe Capital Management Llc |
6 |
| Frontier Wealth Management LLC |
6 |
| JPL Wealth Management, LLC |
6 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
6 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
6 |
| Coppell Advisory Solutions Corp. |
6 |
| Compass Wealth Management LLC |
6 |
| Wesbanco Bank Inc |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
6 |
| Supplemental Annuity Collective Trust of NJ |
6 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
6 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
6 |
| Prudential Plc |
6 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
| Portolan Capital Management, LLC |
6 |
| Carolina Wealth Advisors, LLC |
6 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
6 |
| Zebra Capital Management LLC |
6 |
| Kornitzer Capital Management Inc /ks |
6 |
| Bfsg, Llc |
6 |
| Blume Capital Management, Inc. |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
6 |
| Spectrum Management Group, LLC |
6 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
6 |
| Optima Capital Llc |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
6 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
6 |
| Mill Creek Capital Advisors, LLC |
6 |
| SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
6 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
6 |
| Meeder Advisory Services, Inc. |
6 |
| Diameter Capital Partners LP |
6 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
6 |
| Athanor Capital, Lp |
6 |
| MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
6 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
6 |
| Providence Capital Advisors, LLC |
6 |
| 140 Summer Partners LP |
6 |
| Abich Financial Wealth Management LLC |
6 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
6 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
6 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
6 |
| Gyon Technologies Capital Management, LP |
6 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
6 |
| Perigon Wealth Management, LLC |
6 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
6 |
| Wilbanks Smith & Thomas Asset Management Llc |
6 |
| RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
6 |
| Sit Investment Associates Inc |
6 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
6 |
| DITEX - BNY Mellon Intermediate Municipal Bond Fund, Inc. - BNY Mellon Intermediate Municipal Bond Fund, Inc. |
6 |
| Diligent Investors, LLC |
6 |
| Capital Bank & Trust Co |
6 |
| Kentucky Retirement Systems |
6 |
| Caerus Investors, Llc |
6 |
| NatWest Group plc |
6 |
| Northern Oak Wealth Management Inc |
6 |
| Kowal Investment Group, LLC |
6 |
| Truewealth Llc |
6 |
| CWA Asset Management Group, LLC |
6 |
| Harvard Management Co Inc |
6 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
6 |
| Beck Capital Management, Llc |
6 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
6 |
| Tri-continental Corp |
6 |
| LGT Financial Advisors LLC |
6 |
| Jackson Creek Investment Advisors LLC |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
6 |
| Icon Wealth Partners, LLC |
6 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
6 |
| Oakworth Capital, Inc. |
6 |
| Parisi Gray Wealth Management |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
6 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
6 |
| Capital International Inc /ca/ |
6 |
| Sentry Investment Management Llc |
6 |
| New York Life Trust Co |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
6 |
| Swiss Life Asset Management Ltd |
6 |
| Mirador Capital Partners LP |
6 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
6 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
6 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
6 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
6 |
| QUANTRES ASSET MANAGEMENT Ltd |
6 |
| Geneva Advisors, LLC |
6 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
6 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
6 |
| Ledyard National Bank |
6 |
| Nemes Rush Group LLC |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
6 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
6 |
| Amplius Wealth Advisors, LLC |
6 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
6 |
| JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A |
6 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
6 |
| Ckw Financial Group |
6 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
6 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
6 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
6 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
6 |
| Destination Wealth Management |
6 |
| Zions Bancorporation, National Association /ut/ |
6 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
6 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
6 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
6 |
| AllSquare Wealth Management LLC |
6 |
| Stanley-Laman Group, Ltd. |
6 |
| PENN SERIES FUNDS INC - Quality Bond Fund |
6 |
| Nuveen Fund Advisors, LLC |
6 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
6 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
6 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
6 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
6 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
6 |
| Exencial Wealth Advisors, Llc |
6 |
| Savior LLC |
6 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
6 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
6 |
| First Eagle Investment Management, LLC |
6 |
| Invesco High Income Trust Ii |
6 |
| Ironwood Financial, llc |
6 |
| VCBDX - VALIC Co I - Core Bond Fund |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
6 |
| Alpha Cubed Investments, LLC |
6 |
| Covalent Partners LLC |
6 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
6 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
6 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
6 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
6 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
6 |
| Boussard & Gavaudan Investment Management LLP |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
6 |
| M&g Investment Management Ltd |
6 |
| Vanguard Explorer Fund |
6 |
| Stamos Capital Partners, L.p. |
6 |
| Nuveen High Income 2023 Target Term Fund |
6 |
| Rosenberg Matthew Hamilton |
6 |
| Polaris Wealth Advisory Group, LLC |
6 |
| Eaton Vance Senior Floating Rate Trust |
6 |
| FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A |
6 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
6 |
| ACG Wealth |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
6 |
| Bel Air Investment Advisors Llc |
6 |
| BBT Capital Management, LLC |
6 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
6 |
| Elliott Investment Management L.P. |
6 |
| ARGI Investment Services, LLC |
6 |
| Accent Capital Management, LLC |
6 |
| Spears Abacus Advisors LLC |
6 |
| Hoey Investments, Inc |
6 |
| Logan Capital Management Inc |
6 |
| Legato Capital Management LLC |
6 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
6 |
| Basso Capital Management, L.p. |
6 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
6 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
6 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
6 |
| Eagle Bay Advisors LLC |
6 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
6 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
6 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
6 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
6 |
| Krilogy Financial LLC |
6 |
| Independence Bank of Kentucky |
6 |
| Azzad Asset Management Inc /adv |
6 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
6 |
| IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 |
6 |
| TrimTabs Asset Management, LLC |
6 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
6 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
6 |
| American Capital Advisory, LLC |
6 |
| NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
6 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
6 |
| SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
6 |
| Achievement Holdings L.P. |
6 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
6 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
6 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
6 |
| Fieldview Capital Management, LLC |
6 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
6 |
| Zeke Capital Advisors, Llc |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
6 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
6 |
| Voya Prime Rate Trust |
6 |
| Senator Investment Group LP |
6 |
| Perkins Coie Trust Co |
6 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
6 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
6 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
6 |
| Country Trust Bank |
6 |
| Atlas Private Wealth Advisors |
6 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
6 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
6 |
| Telemus Capital, Llc |
6 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C |
6 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
6 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
6 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
6 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
| Barnett & Company, Inc. |
6 |
| VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
6 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
6 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
6 |
| Mariner Wealth Advisors-NYC, LLC |
6 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
6 |
| Credit Capital Investments LLC |
6 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
6 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
6 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
6 |
| Chartwell Investment Partners, Llc |
6 |
| City Holding Co |
6 |
| Voya Infrastructure, Industrials & Materials Fund |
6 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
6 |
| Dynamic Advisor Solutions LLC |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
6 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
6 |
| Aberdeen Asset Management Plc/uk |
6 |
| Bpv Family Of Funds |
6 |
| Wright Investors Service Inc |
6 |
| Eastern Bank |
6 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
6 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
6 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
6 |
| Oakbrook Investments Llc |
6 |
| DeepCurrents Investment Group LLC |
6 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
6 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
6 |
| 1st Global Advisors, Inc. |
6 |
| NuWave Investment Management, LLC |
6 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
6 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
6 |
| Hosking Partners LLP |
6 |
| Pinnacle Summer Investments, Inc. |
6 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
6 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
6 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
6 |
| Thomas White International Ltd |
6 |
| AUERX - Unified Series Trust - Auer Growth Fund |
6 |
| Glaxis Capital Management, LLC |
6 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
6 |
| LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
6 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
6 |
| Hartford Financial Management Inc. |
6 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
6 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
6 |
| Ogorek Anthony Joseph /ny/ /adv |
6 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
6 |
| Personal Cfo Solutions, Llc |
6 |
| Dreyfus Municipal Bond Infrastructure Fund, Inc. |
6 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
6 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
6 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
6 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
6 |
| Oasis Management Co Ltd. |
6 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
6 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
6 |
| Guardian Life Insurance Co Of America |
6 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
6 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
6 |
| Claro Advisors LLC |
6 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
6 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
6 |
| Allstate Corp |
6 |
| Herold Advisors, Inc. |
6 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
6 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
| Standard Life Investments LTD |
6 |
| Korea Investment CORP |
6 |
| AlphaMark Advisors, LLC |
6 |
| SOA Wealth Advisors, LLC. |
6 |
| Perella Weinberg Partners Capital Management LP |
6 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
6 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
6 |
| Eaton Vance Floating-rate Income Trust |
6 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
6 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
6 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
6 |
| Icon Advisers Inc/co |
6 |
| Alphadyne Asset Management, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
6 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
6 |
| Allianzgi Convertible & Income Fund Ii |
6 |
| Allianzgi Convertible & Income Fund |
6 |
| Denver Investment Advisors Llc |
6 |
| Underlying Funds Trust |
6 |
| Silphium Asset Management Ltd |
6 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
6 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
6 |
| Ashton Thomas Securities, Llc |
6 |
| Cornercap Investment Counsel Inc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
6 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
6 |
| Otter Creek Advisors, LLC |
6 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
6 |
| Growth Fund Of America |
6 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
6 |
| ProVise Management Group, LLC |
6 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
6 |
| Ardevora Asset Management LLP |
6 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
6 |
| Integre Asset Management, LLC |
6 |
| Scopus Asset Management, L.p. |
6 |
| Crawford Fund Management, LLC |
6 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
6 |
| Abc Arbitrage Sa |
6 |
| Empyrean Capital Partners, LP |
6 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
6 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
6 |
| Raymond James Trust N.a. |
6 |
| BancorpSouth Inc |
6 |
| Cassaday & Co Wealth Management LLC |
6 |
| Total Clarity Wealth Management, Inc. |
6 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
6 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
6 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
6 |
| Brighton Jones Llc |
6 |
| ZIG - ETF Series Solutions - The Acquirers Fund |
6 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
6 |
| Profunds - Profund Vp Small-cap Value |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| Marianas Fund Management Llc |
6 |
| NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF |
6 |
| Pimco Income Strategy Fund |
6 |
| Shilanski & Associates, Inc. |
6 |
| Manchester Financial Inc |
6 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
6 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
6 |
| Causeway Capital Management Llc |
6 |
| Rs Variable Products Trust |
6 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
6 |
| Zurich Insurance Group Ltd/FI |
6 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
6 |
| Gmt Capital Corp |
6 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
6 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
6 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
6 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
6 |
| CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
6 |
| MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
6 |
| Principia Wealth Advisory, LLC |
6 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
6 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
6 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
6 |
| Armistice Capital, Llc |
6 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
6 |
| Marsico Capital Management Llc |
6 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
6 |
| Millstone Evans Group, LLC |
6 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
6 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
6 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
6 |
| Eurizon Capital SGR S.p.A. |
6 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
6 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
6 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
6 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
6 |
| Muzinich & Co., Inc. |
6 |
| Highline Wealth Partners Llc |
6 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
6 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
6 |
| Dreyfus Municipal Income Inc |
6 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
6 |
| Vigilant Capital Management, LLC |
6 |
| Ninety One North America, Inc. |
5 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
5 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
5 |
| Turning Point Benefit Group, Inc. |
5 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
5 |
| Great Diamond Partners, LLC |
5 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
5 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
5 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
5 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
5 |
| JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A |
5 |
| Lighthouse Financial Advisors, Inc. |
5 |
| Samalin Investment Counsel, LLC |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
5 |
| XML Financial, LLC |
5 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
5 |
| FolioMetrix LLC |
5 |
| Atticus Wealth Management, Llc |
5 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
5 |
| MBE Wealth Management, LLC |
5 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
5 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
5 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
5 |
| PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
5 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
5 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
5 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
5 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
5 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
5 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
| FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF |
5 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
5 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
5 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
5 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
5 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
5 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
5 |
| BRC Investment Management LLC |
5 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
5 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
5 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
5 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
5 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
5 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
5 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
5 |
| Lesa Sroufe & Co |
5 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
| IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
5 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
5 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
5 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
5 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
5 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
5 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
5 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
5 |
| Garde Capital, Inc. |
5 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
5 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
5 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
5 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
5 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| Westport Resources Management Inc |
5 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
| PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF |
5 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
5 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
5 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
5 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
5 |
| SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
5 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
5 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
5 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
5 |
| DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares |
5 |
| Sunrise Financial Services, LLC |
5 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
5 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
5 |
| Central Bank & Trust Co |
5 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
5 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
5 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
5 |
| YHB Investment Advisors, Inc. |
5 |
| POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
5 |
| Decker Retirement Planning Inc. |
5 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
5 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
5 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
5 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
5 |
| Waratah Capital Advisors Ltd. |
5 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
5 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
5 |
| Friedenthal Financial |
5 |
| Bp Plc |
5 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
5 |
| Psagot Investment House Ltd. |
5 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
5 |
| Shufro Rose & Co Llc |
5 |
| RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
5 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
5 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
5 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
5 |
| BLPIX - Profunds - Bull Profund Investor Class |
5 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
5 |
| PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
5 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
5 |
| RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF |
5 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
5 |
| Fortaleza Asset Management Inc/ |
5 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
5 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
5 |
| PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class |
5 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
5 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
5 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
5 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
5 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
5 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
5 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
5 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
5 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
5 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
5 |
| BERIX - Chartwell Funds - Berwyn Income Fund |
5 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
5 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
| Emerald Mutual Fund Advisers Trust |
5 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
5 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
5 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
5 |
| First Heartland Consultants, Inc. |
5 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
5 |
| PGGM Investments |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
5 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
5 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
5 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
5 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
5 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
5 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
5 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
5 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
5 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
5 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
5 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
5 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
5 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
5 |
| FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
5 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
5 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
| WestEnd Advisors, LLC |
5 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
5 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
5 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
5 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
5 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
5 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
5 |
| Athena Capital Advisors Llc |
5 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
5 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
5 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
5 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
5 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
5 |
| Joel Isaacson & Co., LLC |
5 |
| Shine Investment Advisory Services Inc |
5 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
5 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
5 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
5 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
5 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
5 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
5 |
| Thompson Investment Management, Inc. |
5 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
5 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
5 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
5 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
5 |
| WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
5 |
| EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
5 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
5 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
5 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
5 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
| Nikko Asset Management Americas, Inc. |
5 |
| VSTIX - VALIC Co I - Stock Index Fund |
5 |
| Ikos Cif Ltd |
5 |
| Wellington Grp LLC |
5 |
| Argentiere Capital Ag |
5 |
| Field & Main Bank |
5 |
| Chase Investment Counsel Corp |
5 |
| Douglas C. Lane & Associates, Inc. |
5 |
| Gw Henssler & Associates Ltd |
5 |
| Putnam Fl Investment Management Co |
5 |
| Clal Insurance Enterprises Holdings Ltd |
5 |
| Country Club Trust Company, n.a. |
5 |
| River & Mercantile Asset Management Llp |
5 |
| W.G. Shaheen & Associates DBA Whitney & Co |
5 |
| E&G Advisors, LP |
5 |
| FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
5 |
| Duncker Streett & Co Inc |
5 |
| Deroy & Devereaux Private Investment Counsel Inc |
5 |
| ORG Wealth Partners, LLC |
5 |
| Marietta Investment Partners Llc |
5 |
| Needham Investment Management Llc |
5 |
| Mount Lucas Management LP |
5 |
| Hilltop Holdings Inc. |
5 |
| TCW ETF Trust - TCW Flexible Income ETF |
5 |
| Marathon Asset Management Lp |
5 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
5 |
| Kestra Investment Management, LLC |
5 |
| Kamunting Street Capital Management, L.P. |
5 |
| Allen Investment Management LLC |
5 |
| HighVista Strategies LLC |
5 |
| Colrain Capital Llc |
5 |
| Cromwell Holdings LLC |
5 |
| Myriad Asset Management Ltd. |
5 |
| Buckingham Strategic Wealth, Llc |
5 |
| Bienville Capital Management, LLC |
5 |
| Harfst & Associates, Inc. |
5 |
| Midas Management Corp |
5 |
| Carrhae Capital LLP |
5 |
| Diversify Wealth Management, Llc |
5 |
| SignalPoint Asset Management, LLC |
5 |
| Sun Life Financial Inc |
5 |
| Mirae Asset Securities (usa) Inc. |
5 |
| Newfound Research LLC |
5 |
| Bks Advisors, Llc |
5 |
| Hudock, Inc. |
5 |
| Shamrock Asset Management LLC |
5 |
| Majedie Asset Management Ltd |
5 |
| Kelly Financial Services LLC |
5 |
| Bray Capital Advisors |
5 |
| Lynx Investment Advisory |
5 |
| Glen Eagle Advisors, LLC |
5 |
| Brown, Lisle/cummings, Inc. |
5 |
| Cordasco Financial Network |
5 |
| Accuvest Global Advisors |
5 |
| Decatur Capital Management, Inc. |
5 |
| FormulaFolio Investments, LLC |
5 |
| CenturyLink Investment Management Co |
5 |
| Shinko Asset Management Co., Ltd. |
5 |
| Tillar-Wenstrup Advisors, LLC |
5 |
| North Dakota State Investment Board |
5 |
| Brigade Capital Management, Lp |
5 |
| Old Point Trust & Financial Services N A |
5 |
| American National Bank |
5 |
| New Century Investment Management, Inc |
5 |
| Mowery & Schoenfeld Wealth Management, LLC |
5 |
| Malaga Cove Capital, LLC |
5 |
| IMS Capital Management |
5 |
| Regent Investment Management LLC |
5 |
| Central Pacific Bank - Trust Division |
5 |
| Diversify Advisory Services, LLC |
5 |
| ID Management A/S |
5 |
| TAFM - AB Active ETFs, Inc. - AB Tax-Aware Intermediate Municipal ETF |
5 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
5 |
| Exxonmobil Investment Management Inc /tx |
5 |
| Triad Wealth Partners, LLC |
5 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
5 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
5 |
| Modera Wealth Management, LLC |
5 |
| Bruderman Asset Management, LLC |
5 |
| PointState Capital LP |
5 |
| Axel Capital Management, LLC |
5 |
| Hanlon Investment Management, Inc. |
5 |
| Intentional Wealth Strategies, LLC |
5 |
| Sigma Capital Management Llc |
5 |
| HighTower Trust Services, LTA |
5 |
| Clark Wealth Partners |
5 |
| Hurley Capital, LLC |
5 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
5 |
| Tredje AP-fonden |
5 |
| Origin Asset Management LLP |
5 |
| Norinchukin Bank, The |
5 |
| MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
5 |
| Alexandria Capital, LLC |
5 |
| Ws Management Lllp |
5 |
| Arrow Financial Corp |
5 |
| EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
5 |
| Comerica Securities Inc |
5 |
| Amica Retiree Medical Trust |
5 |
| Amica Pension Fund Board Of Trustees |
5 |
| Daytona Street Capital LLC |
5 |
| Cambiar Investors Llc |
5 |
| Ospraie Management, LLC |
5 |
| Skylands Capital, LLC |
5 |
| Trust Co |
5 |
| Peconic Partners Llc |
5 |
| Main Street Group, LTD |
5 |
| Weaver C. Barksdale & Associates, Inc. |
5 |
| Cornerstone Investment Partners, LLC |
5 |
| Beese Fulmer Investment Management, Inc. |
5 |
| HighPoint Advisor Group LLC |
5 |
| PCJ Investment Counsel Ltd. |
5 |
| Odey Asset Management Group Ltd |
5 |
| LM Advisors LLC |
5 |
| Caitlin John, LLC |
5 |
| CR Intrinsic Investors, LLC |
5 |
| Icc Capital Management Inc/ |
5 |
| Meiji Yasuda Asset Management Co Ltd. |
5 |
| Timber Creek Capital Management LLC |
5 |
| Piermont Capital Management LLC |
5 |
| LVW Advisors, LLC |
5 |
| Sfmg, Llc |
5 |
| Richard Bernstein Advisors LLC |
5 |
| Quadrature Capital LLP |
5 |
| Gamco Investors, Inc. Et Al |
5 |
| ClearAlpha Technologies LP |
5 |
| USS Investment Management Ltd |
5 |
| Hoxton Financial, Inc. |
5 |
| Tidemark, LLC |
5 |
| Portola Group Inc /ca |
5 |
| Atlantic Edge Private Wealth Management, LLC |
5 |
| Meitav Dash Investments Ltd |
5 |
| Foresters Investment Management Company, Inc. |
5 |
| Northwest Financial Advisors |
5 |
| Waddell & Reed Financial Inc |
5 |
| Darrell & King Llc |
5 |
| Semanteon Capital Management, LP |
5 |
| RPG Investment Advisory, LLC |
5 |
| Kalos Management, Inc. |
5 |
| OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares |
5 |
| Lecap Asset Management Ltd |
5 |
| Old Second National Bank Of Aurora |
5 |
| HAP Trading, LLC |
5 |
| Syntal Capital Partners, LLC |
5 |
| Gerber Kawasaki Wealth & Investment Management |
5 |
| Canyon Capital Advisors Llc |
5 |
| Turtle Creek Wealth Advisors, LLC |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
5 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
| FDO Partners, LLC |
5 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
5 |
| Clarius Group, LLC |
5 |
| Blue Clay Capital Management, LLC |
5 |
| Financial Perspectives, Inc |
5 |
| PFS Partners, LLC |
5 |
| Owl Creek Wealth Partners LLC |
5 |
| Caldwell Trust Co |
5 |
| Verity Asset Management, Inc. |
5 |
| Oldfield Partners LLP |
5 |
| Marathon Capital Management |
5 |
| Adams Diversified Equity Fund, Inc. |
5 |
| Cornerstone Wealth Management, LLC |
5 |
| Pinkerton Retirement Specialists, LLC |
5 |
| Syntax Research, Inc. |
5 |
| Camden Asset Management L P /ca |
5 |
| Rudman Errol M |
5 |
| Williams Jones & Associates LLC |
5 |
| Rainier Investment Management Llc |
5 |
| Prince Street Capital Management LLC |
5 |
| Syon Capital Llc |
5 |
| Lumina Fund Management LLC |
5 |
| TCTC Holdings, LLC |
5 |
| Innovative Asset Advisors Group, LLC |
5 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
5 |
| BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
5 |
| Ruggie Capital Group |
5 |
| Meritage Group LP |
5 |
| Electron Capital Partners, LLC |
5 |
| Park Avenue Institutional Advisers LLC |
5 |
| Rampart Investment Management Company, LLC |
5 |
| Euclid Advisors LLC |
5 |
| JS Capital Management LLC |
5 |
| Dubuque Bank & Trust Co |
5 |
| Cannell Peter B & Co Inc |
5 |
| Allegis Investment Advisors, LLC |
5 |
| Olstein Capital Management, L.P. |
5 |
| Cleararc Capital Inc |
5 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
5 |
| Round Table Investment Management Company, Lp |
5 |
| Pacific Global Investment Management Co |
5 |
| Sumit Capital, Llc |
5 |
| Johnson Investment Counsel Inc |
5 |
| EA Series Trust |
5 |
| Andromeda Capital LLC |
5 |
| Hourglass Capital, Llc |
5 |
| Impact Partnership Wealth, LLC |
5 |
| Amica Mutual Insurance Co |
5 |
| BlueCrest Capital Management LLP |
5 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
5 |
| VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
5 |
| Kms Financial Services, Inc |
5 |
| Harris Associates L P |
5 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
5 |
| Antonetti Capital Management LLC |
5 |
| FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund |
5 |
| Munder Capital Management |
5 |
| Harwood Advisory Group, LLC |
5 |
| Alerus Financial Na |
5 |
| Bellwether Investment Group, LLC |
5 |
| Harbour Capital Advisors, LLC |
5 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
5 |
| Stux Capital Management, LLC |
5 |
| La Banque Postale Asset Management SA |
5 |
| Well Done, LLC |
5 |
| M Holdings Securities, Inc. |
5 |
| Kentucky Retirement Systems Insurance Trust Fund |
5 |
| AustralianSuper Pty Ltd |
5 |
| Mascoma Wealth Management LLC |
5 |
| Harbor Advisors LLC |
5 |
| Rubric Capital Management LP |
5 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
5 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
5 |
| Fifth Third Wealth Advisors LLC |
5 |
| Precocity Capital LP |
5 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
| Meridian Wealth Management, LLC |
5 |
| Virtus Alternative Investment Advisers, Inc. |
5 |
| Woodson Capital Management, LP |
5 |
| Acrisure Capital Management, LLC |
5 |
| Jafra Capital Management LP |
5 |
| Henshaw Capital LLC |
5 |
| PHH Investments, Ltd. |
5 |
| Glenmede Investment Management, LP |
5 |
| Beach Investment Management, LLC. |
5 |
| Omnia Family Wealth, LLC |
5 |
| Doyle Wealth Management |
5 |
| Callan Family Office, LLC |
5 |
| Summit Wealth Group Llc / Co |
5 |
| PenderFund Capital Management Ltd. |
5 |
| Founders Capital Management |
5 |
| Israel Discount Bank of New York |
5 |
| Sterling Investment Advisors, Ltd. |
5 |
| Grosvenor Capital Management, L.P. |
5 |
| Aua Capital Management, Llc |
5 |
| Register Financial Advisors LLC |
5 |
| Phoenix Holdings Ltd. |
5 |
| Tiaa, Fsb |
5 |
| Ahrens Investment Partners LLC |
5 |
| Ferris Capital, Llc |
5 |
| Bennett Lawrence Management L L C/ny |
5 |
| MPS Loria Financial Planners, LLC |
5 |
| American Financial Network Advisory Services Llc |
5 |
| Edge Advisors, Llc |
5 |
| Long Focus Capital Management, Llc |
5 |
| Burk Holdings LLC |
5 |
| Arlington Partners LLC |
5 |
| Chilton Capital Management Llc |
5 |
| Price Wealth Management, Inc. |
5 |
| Park Place Capital Corp |
5 |
| Global Trust Asset Management, LLC |
5 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
| Appaloosa Management Lp |
5 |
| Arista Wealth Management, LLC |
5 |
| Claymore Exchange-traded Fund Trust 2 |
5 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
5 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
5 |
| Granahan Investment Management Inc/ma |
5 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
5 |
| Koesten, Hirschmann & Crabtree, INC. |
5 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
5 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
5 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
5 |
| Lodestone Wealth Management LLC |
5 |
| Pimco Income Strategy Fund Ii |
5 |
| Bleakley Financial Group, LLC |
5 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
5 |
| Pimco High Income Fund |
5 |
| Glass Jacobson Investment Advisors llc |
5 |
| Putnam Investors Fund |
5 |
| Eaton Vance Municipal Income 2028 Term Trust |
5 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
5 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
5 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
5 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
5 |
| Blackrock Muniyield Investment Fund |
5 |
| Farallon Capital Management Llc |
5 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
5 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
5 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
5 |
| Wildermuth Endowment Strategy Fund |
5 |
| Compton Capital Management Inc /ri |
5 |
| Nuveen High Income 2020 Target Term Fund |
5 |
| Armstrong Advisory Group, Inc |
5 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
5 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
5 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
5 |
| Nuveen Core Equity Alpha Fund |
5 |
| BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
5 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
| American Funds Fundamental Investors |
5 |
| Balboa Wealth Partners |
5 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
5 |
| Raiff Partners Inc |
5 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
5 |
| Standard Pacific Capital Llc/ca |
5 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
5 |
| Colonial Trust Co / SC |
5 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
| Advisor Partners Ii, Llc |
5 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
5 |
| Pimco New York Municipal Income Fund Iii |
5 |
| Pimco New York Municipal Income Fund Ii |
5 |
| Pimco New York Municipal Income Fund |
5 |
| Citizens Business Bank |
5 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
5 |
| Trust For Advisor Solutions |
5 |
| Czech National Bank |
5 |
| PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
5 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
5 |
| ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund |
5 |
| Apollo Tactical Income Fund Inc. |
5 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
5 |
| Apollo Senior Floating Rate Fund Inc. |
5 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
5 |
| Dividend & Income Fund |
5 |
| Wright Managed Equity Trust |
5 |
| Monetary Management Group Inc |
5 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
5 |
| Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
5 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
5 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
5 |
| Coastwise Capital Group, LLC |
5 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
5 |
| SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A |
5 |
| Eaton Vance Floating-rate Income Plus Fund |
5 |
| T. Rowe Price Investment Management, Inc. |
5 |
| Scarborough Advisors, LLC |
5 |
| South Texas Money Management Ltd |
5 |
| PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
5 |
| Blackrock Master Llc |
5 |
| Oppenheimer Global Multi-asset Growth Fund |
5 |
| DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
5 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
5 |
| PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
5 |
| Putnam Managed Municipal Income Trust |
5 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
5 |
| Nuveen Enhanced Municipal Value Fund |
5 |
| Advent Claymore Convertible Securities & Income Fund Ii |
5 |
| Advent/claymore Enhanced Growth & Income Fund |
5 |
| TimesSquare Capital Management, LLC |
5 |
| FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
5 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
5 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| Aberdeen Asia-pacific Income Fund Inc |
5 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
5 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
5 |
| Pergamon Offshore Advisors, L.P. |
5 |
| Concentric Capital Strategies, LP |
5 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
5 |
| BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A |
5 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
5 |
| Worth Asset Management, LLC |
5 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
5 |
| Pacific Alternative Asset Management Company, Llc |
5 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
5 |
| Rs Investment Trust |
5 |
| Lansing Street Advisors |
5 |
| Hazlett, Burt & Watson, Inc. |
5 |
| High Net Worth Advisory Group LLC |
5 |
| DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
5 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
| Aviance Capital Management, Llc |
5 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
5 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
5 |
| CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
5 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
5 |
| Ridgeworth Funds |
5 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
5 |
| Eaton Vance Municipal Bond Fund |
5 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
5 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
5 |
| Roundview Capital LLC |
5 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
| Oliver Lagore Vanvalin Investment Group |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| City State Bank |
5 |
| Comprehensive Financial Consultants Institutional, Inc. |
5 |
| Capstone Series Fund Inc |
5 |
| Claraphi Advisory Network, LLC |
5 |
| Manning & Napier Group, LLC |
5 |
| Carmichael Hill & Associates, Inc. |
5 |
| Wealthstreet Investment Advisors, LLC |
5 |
| Tibra Equities Europe Ltd |
5 |
| Covalis Capital Llp |
5 |
| Redwood Investment Management, Llc |
5 |
| Wilmington Trust Co |
5 |
| X-Square Capital, LLC |
5 |
| North Fourth Asset Management, LP |
5 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
5 |
| Options Solutions, Llc |
5 |
| Tyler-Stone Wealth Management |
5 |
| Nissay Asset Management Corp /japan/ /adv |
5 |
| All Terrain Financial Advisors, LLC |
5 |
| Trilogy Global Advisors Lp |
5 |
| Compass Group Llc |
5 |
| Game Creek Capital, LP |
5 |
| CNB Bank |
5 |
| Certified Advisory Corp |
5 |
| Delphia (USA) Inc. |
5 |
| Burleson & Company, LLC |
5 |
| Mainstay Capital Management Llc /adv |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Performa Ltd (US), LLC |
5 |
| Operose Advisors LLC |
5 |
| Diamond Hill Capital Management Inc |
5 |
| Altshuler Shaham Ltd |
5 |
| Gables Capital Management Inc. |
5 |
| Howard Capital Management Inc. |
5 |
| O'Dell Group, LLC |
5 |
| Mcguire Capital Advisors Inc |
5 |
| Avitas Wealth Management LLC |
5 |
| Grosvenor Holdings, L.l.c. |
5 |
| Worldquant Millennium Advisors Llc |
5 |
| Confluence Wealth Services, Inc. |
5 |
| Kavar Capital Partners, LLC |
5 |
| AIA Group Ltd |
5 |
| Nachman Norwood & Parrott, Inc |
5 |
| Landsberg, Bennett, & Dubbaneh LLC |
5 |
| Dfpg Investments, Llc |
5 |
| Retirement Planning Co of New England, Inc. |
5 |
| Ellis Investment Partners, LLC |
5 |
| Beacon Pointe Advisors, LLC |
5 |
| Sandy Cove Advisors, LLC |
5 |
| Grandview Asset Management LLC |
5 |
| Dixon Hughes Goodman Wealth Advisors LLC |
5 |
| Desjardins Global Asset Management Inc. |
5 |
| Coastal Capital Group, Inc. |
5 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
5 |
| Wealth Watch Advisors, INC |
5 |
| Apollon Wealth Management, LLC |
5 |
| Thoroughbred Financial Services, Llc |
5 |
| Magnus Financial Group LLC |
5 |
| PRW Wealth Management LLC |
5 |
| Semmax Financial Advisors Inc. |
5 |
| Abundance Wealth Counselors |
5 |
| USVT - Ultimus Managers Trust - US VALUE ETF |
5 |
| Ossiam |
5 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
5 |
| Actinver Wealth Management, Inc. |
5 |
| Antara Capital LP |
5 |
| Strategic Blueprint, LLC |
5 |
| Alpha Quant Advisors, Llc |
5 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
5 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
5 |
| H2o Am Llp |
5 |
| Gyl Financial Synergies, Llc |
5 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
5 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
5 |
| Campbell Capital Management Inc |
5 |
| JB Capital LLC |
5 |
| Ingalls & Snyder Llc |
5 |
| Princeton Global Asset Management LLC |
5 |
| Philadelphia Trust Co |
5 |
| Vanguard Windsor Funds |
5 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
5 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
5 |
| Lloyds Banking Group plc |
5 |
| Cornerstone Wealth Group, LLC |
5 |
| Wealth Preservation Advisors, LLC |
5 |
| AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
5 |
| Requisite Capital Management, LLC |
5 |
| Binnacle Investments Inc |
5 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
5 |
| Carmignac Gestion |
5 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
5 |
| Patton Fund Management, Inc. |
5 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
5 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
5 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
5 |
| ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
5 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
5 |
| Stonehage Fleming (uk) Ltd |
5 |
| Whitebox Mutual Funds |
5 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
5 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
5 |
| Williams Jones Wealth Management, LLC. |
5 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
5 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
5 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
5 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
5 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
5 |
| North Capital, Inc. |
5 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
5 |
| OPNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free New York Municipal Fund Class A |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
5 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
5 |
| Heritage Wealth Management, Llc |
5 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
| Bank of New Hampshire |
5 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
5 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
5 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
5 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
5 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
5 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
5 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
5 |
| Sierra Capital LLC |
5 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
5 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
5 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
5 |
| Hirtle Callaghan & Co LLC |
5 |
| Seminole Management Co., Inc. |
5 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
5 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
5 |
| NMIEX - Northern Funds - Active M International Equity Fund |
5 |
| AMG National Trust Bank |
5 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
5 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
5 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
5 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
5 |
| RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H |
5 |
| Investors Capital Advisory Services |
5 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
5 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
5 |
| O'Neil Global Advisors, Inc. |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| Truxt Investmentos Ltda. |
5 |
| Capitolis Advisors LLC |
5 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
5 |
| ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
5 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
5 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
5 |
| Curi Wealth Management, LLC |
5 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
5 |
| QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund |
5 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
5 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
5 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
5 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
5 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
5 |
| Beach Investment Counsel Inc/pa |
5 |
| B. Metzler seel. Sohn & Co. Holding AG |
5 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
5 |
| EFG International AG |
5 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
5 |
| First Eagle Credit Opportunities Fund |
5 |
| Laird Norton Trust Company, Llc |
5 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
5 |
| Retirement Group, LLC |
5 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
5 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
5 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
5 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
5 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
5 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
5 |
| Freedman Financial Associates, Inc. |
5 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
5 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
5 |
| Context Capital Management, LLC |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
5 |
| Tradition Wealth Management, LLC |
5 |
| Financial Engines Advisors L.L.C. |
5 |
| Interchange Capital Partners, LLC |
5 |
| Sittner & Nelson, Llc |
5 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
5 |
| Polar Capital Holdings Plc |
5 |
| BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class |
5 |
| CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
5 |
| Connacht Asset Management LP |
5 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
5 |
| Charter Oak Capital Management, LLC |
5 |
| qPULA Trading Management LP |
5 |
| Mach-1 Financial Group, Inc. |
5 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
5 |
| GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
5 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
5 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
5 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
5 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
5 |
| WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class |
5 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
5 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
5 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
5 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
5 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
5 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
5 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity |
5 |
| Roble, Belko & Company, Inc |
5 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
5 |
| Formidable Asset Management, LLC |
5 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
5 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
5 |
| Symmetry Investments LP |
5 |
| Cantor Fitzgerald, L. P. |
5 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
5 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
5 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
5 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
5 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
5 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
5 |
| TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A |
5 |
| E Fund Management Co., Ltd. |
5 |
| Princeton Capital Management Llc |
5 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
5 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
5 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
5 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
5 |
| REAP Financial Group, LLC |
5 |
| Future Financial Wealth Managment LLC |
5 |
| Black Swift Group, LLC |
5 |
| Capital A Wealth Management, LLC |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
5 |
| Bellwether Advisors, LLC |
5 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
5 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
5 |
| GoalVest Advisory LLC |
5 |
| Legacy Financial Group LLC |
5 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
5 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
5 |
| Accel Wealth Management |
5 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
5 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
5 |
| Ameriflex Group, Inc. |
5 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
5 |
| Confluence Investment Management Llc |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
5 |
| Sage Mountain Advisors LLC |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
5 |
| Halbert Hargrove Global Advisors, Llc |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
| Oxinas Partners Wealth Management LLC |
5 |
| Iron Horse Wealth Management, LLC |
5 |
| PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
5 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
5 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
5 |
| BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
5 |
| FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M |
5 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
5 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
5 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
5 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
5 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
5 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
5 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
5 |
| Ashmore Group plc |
5 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
5 |
| Jeppson Wealth Management, Llc |
5 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
5 |
| Ten Capital Wealth Advisors, LLC |
5 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
5 |
| Delek Group, Ltd. |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
5 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
5 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
5 |
| Tennessee Valley Asset Management Partners |
5 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
5 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
5 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
5 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
5 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
5 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
5 |
| PENN SERIES FUNDS INC - Index 500 Fund |
5 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
5 |
| Patten Group, Inc. |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
5 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
5 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
5 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
5 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
5 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
5 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
5 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
5 |
| AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
5 |
| Chilton Investment Co Llc |
5 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
5 |
| Permian Investment Partners, LP |
5 |
| QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
5 |
| Beacon Capital Management, Inc. |
5 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
5 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
5 |
| WFA of San Diego, LLC |
5 |
| Quattro Advisors LLC |
5 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
5 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
5 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
5 |
| FOVL - iSHARES TRUST - iShares Focused Value Factor ETF |
5 |
| EULAV Asset Management |
5 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
5 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
5 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
5 |
| Lansdowne Partners (uk) Llp |
5 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
5 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
5 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
5 |
| Ascend Capital, Llc |
5 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
5 |
| Guardian Capital Lp |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
5 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
5 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
5 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
5 |
| PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
5 |
| PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A |
5 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
5 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
5 |
| Brant Point Investment Management Llc |
5 |
| Watershed Asset Management, L.L.C. |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
5 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
5 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
5 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
5 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
5 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
5 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
5 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
5 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
5 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
5 |
| Dorsey & Whitney Trust CO LLC |
5 |
| Columbus Hill Capital Management, L.P. |
5 |
| Taconic Capital Advisors LP |
5 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
5 |
| RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares |
5 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
5 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
5 |
| TDVFX - Investment Managers Series Trust - Towle Deep Value Fund |
5 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
5 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
5 |
| ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares |
5 |
| VR Advisory Services Ltd |
5 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
5 |
| Optimize Financial Inc |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
5 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
5 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
5 |
| HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares |
5 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
5 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
5 |
| Bank Julius Baer & Co. Ltd, Zurich |
5 |
| ETF Series Solutions |
5 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
5 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
5 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
5 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
5 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
5 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
5 |
| WealthTrak Capital Management LLC |
5 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
5 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
5 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
5 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
5 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
5 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
5 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
5 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
5 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
5 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
5 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
5 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
5 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
5 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
5 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
5 |
| Murphy & Mullick Capital Management Corp |
5 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
5 |
| Profunds - Profund Vp Large-cap Value |
5 |
| Profunds - Profund Vp Small-cap Growth |
5 |
| Profunds - Profund Vp Industrials |
5 |
| Profunds - Profund Vp Bull |
5 |
| Profunds - Profund Vp Ultrabull |
5 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
5 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
5 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
5 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
5 |
| Mork Capital Management, LLC |
5 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
5 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
5 |
| XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
5 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
5 |
| FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
5 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
5 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
5 |
| Ifrah Financial Services, Inc. |
5 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
| WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class |
5 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
| MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A |
5 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
5 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
5 |
| Wealth Quarterback LLC |
5 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
5 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
5 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
5 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
5 |
| Pacific Capital Wealth Advisors, Inc |
5 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
5 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
5 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
5 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
5 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
| TRANSAMERICA FUNDS - Transamerica Total Return I2 |
5 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
5 |
| Invenomic Capital Management LP |
5 |
| Capital Wealth Alliance, LLC |
5 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
5 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
5 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
5 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
5 |
| L2 Asset Management, LLC |
5 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
5 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
5 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
5 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
5 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
5 |
| CBIZ Investment Advisory Services, LLC |
5 |
| Atlas Private Wealth Management |
5 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
5 |
| FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
5 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
5 |
| Banque Cantonale Vaudoise |
5 |
| Spdr S&p 500 Etf Trust |
5 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
5 |
| GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
4 |
| PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| Dimension Capital Management Llc |
4 |
| MSD Partners, L.P. |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
4 |
| Lebenthal Holdings,LLC |
4 |
| INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
4 |
| Financial Advantage, Inc. |
4 |
| Meiji Yasuda Life Insurance Co |
4 |
| Ghisallo Capital Management LLC |
4 |
| Achmea Investment Management B.V. |
4 |
| WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
4 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
4 |
| High Note Wealth, LLC |
4 |
| Clear Perspective Advisors, LLC |
4 |
| SRS Investment Management, LLC |
4 |
| SRB Corp |
4 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
4 |
| Fort Pitt Capital Group, Llc |
4 |
| Intersect Capital LLC |
4 |
| Hohimer Wealth Management, Llc |
4 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
4 |
| Norden Group Llc |
4 |
| Tyrian Investments, L.P. |
4 |
| Global Wealth Strategies & Associates |
4 |
| Miller Value Partners, Llc |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
4 |
| MKP Capital Management, L.L.C. |
4 |
| Drill Craig A |
4 |
| Ruedi Wealth Management, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| Barings Global Short Duration High Yield Fund |
4 |
| Scepter Holdings, Inc. |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| Eisler Capital Management Ltd. |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
4 |
| WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class |
4 |
| Reliance Trust Co Of Delaware |
4 |
| TradeLink Capital LLC |
4 |
| Arrow Investment Advisors, LLC |
4 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
4 |
| CHII - Global X Funds - Global X MSCI China Industrials ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
4 |
| Cutter & CO Brokerage, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
4 |
| Mik Capital Llc |
4 |
| Ridgewood Investments LLC |
4 |
| SFYF - Tidal ETF Trust - SoFi 50 ETF |
4 |
| Delta Air Lines Inc /de/ |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
4 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
4 |
| Inverness Counsel Llc /ny/ |
4 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
| Storebrand Asset Management As |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
4 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
4 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
4 |
| Pura Vida Investments, Llc |
4 |
| Waldron Private Wealth LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
4 |
| Jabre Capital Partners S.A. |
4 |
| TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
| Mesirow Institutional Investment Management, Inc. |
4 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
4 |
| Central Asset Investments & Management Holdings (HK) Ltd |
4 |
| Lorber David A |
4 |
| Pennant Capital Management, LLC |
4 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
| Wealthsource Partners, Llc |
4 |
| ACK Asset Management LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| united american securities inc. (d/b/a uas asset management) |
4 |
| Westend Capital Management LLC |
4 |
| Cushing Asset Management, Lp |
4 |
| GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class |
4 |
| Bain Capital Credit, LP |
4 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
| T2 Partners Management, LP |
4 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
4 |
| Murchinson Ltd. |
4 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
4 |
| Trifecta Capital Advisors, LLC |
4 |
| DHJJ Financial Advisors, Ltd. |
4 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
4 |
| Espalier Global Management LLC |
4 |
| Fiduciary Alliance LLC |
4 |
| Almanack Investment Partners, LLC. |
4 |
| MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class |
4 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
4 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
4 |
| Baker Ellis Asset Management LLC |
4 |
| Marcum Wealth, LLC |
4 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
| Stonebridge Financial Planning Group, LLC |
4 |
| PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| American Trust Investment Advisors, LLC |
4 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
4 |
| Integrated Investment Consultants, LLC |
4 |
| Consultiva Wealth Management, Corp. |
4 |
| Ade, Llc |
4 |
| KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares |
4 |
| Broadwood Capital Inc |
4 |
| Pacific Center for Financial Services |
4 |
| Ares Management Llc |
4 |
| PIMCO FUNDS - PIMCO Low Duration Portfolio |
4 |
| Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
4 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| Montgomery Investment Management Inc |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
4 |
| Raiffeisen Bank International AG |
4 |
| NEOS Investment Management LLC |
4 |
| BTC Capital Management, Inc. |
4 |
| Nuveen Credit Opportunities 2022 Target Term Fund |
4 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
4 |
| Limestone Investment Advisors LP |
4 |
| IFM Investors Pty Ltd |
4 |
| IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
4 |
| Castle Wealth Management Llc |
4 |
| Smith & Howard Wealth Management, LLC |
4 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
4 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| TD Capital Management LLC |
4 |
| NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund |
4 |
| R&F Capital Advisors LP |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| Itau USA Asset Management Inc. |
4 |
| Wcm Investment Management, Llc |
4 |
| SeaBridge Investment Advisors LLC |
4 |
| Comprehensive Financial Planning, Inc./PA |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
| OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
4 |
| Godfrey Financial Associates, Inc. |
4 |
| MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
4 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
4 |
| IFC Holdings Incorporated/FL |
4 |
| Medallion Wealth Advisors, LLC |
4 |
| Glenhill Advisors Llc |
4 |
| Coe Capital Management, LLC |
4 |
| Delta Lloyd Nv |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
4 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
| Europacific Growth Fund |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
4 |
| Ohio National Investments, Inc. |
4 |
| Corbenic Partners LLC |
4 |
| King Luther Capital Management Corp |
4 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
4 |
| Granite Point Capital Management, L.P. |
4 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
| Connectus Wealth, LLC |
4 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
4 |
| Third Point LLC |
4 |
| Legacy Investment Solutions, LLC |
4 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
4 |
| CHURCHILL MANAGEMENT Corp |
4 |
| Anandar Capital Management LP |
4 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
4 |
| Amici Capital, LLC |
4 |
| Everest Capital Llc |
4 |
| St Germain D J Co Inc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
4 |
| THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
4 |
| Crescent Capital Consulting, LLC |
4 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
4 |
| Burns Matteson Capital Management, LLC |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| Community Financial Services Group, LLC |
4 |
| FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C |
4 |
| XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
4 |
| Cubic Asset Management, LLC |
4 |
| Marquette Asset Management, LLC |
4 |
| JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF |
4 |
| Systematic Alpha Investments, LLC |
4 |
| Private Wealth Partners, LLC |
4 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
4 |
| Newbrook Capital Advisors LP |
4 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
4 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
4 |
| Bow Street, Llc |
4 |
| MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
| RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
4 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| Appaloosa Lp |
4 |
| Evermay Wealth Management Llc |
4 |
| SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
4 |
| Arete Wealth Advisors, LLC |
4 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
4 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
4 |
| Valued Wealth Advisors LLC |
4 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| Core Alternative Capital |
4 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
4 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
4 |
| Monroe Bank & Trust/mi |
4 |
| HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class |
4 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
| Warberg Asset Management LLC |
4 |
| Spring Creek Capital Llc |
4 |
| ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
4 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
4 |
| Brewin Dolphin Wealth Management Ltd |
4 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
4 |
| FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
4 |
| FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF |
4 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
4 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
4 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
| Independence Capital Asset Partners, LLC |
4 |
| Wrapmanager Inc |
4 |
| Pimco Global Stocksplus & Income Fund |
4 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
4 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
4 |
| Synergy Financial Management, LLC |
4 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
4 |
| Caerus Global Investors LLC |
4 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
4 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
4 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
4 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
4 |
| Tradewinds Global Investors, LLC |
4 |
| Keebeck Wealth Management, LLC |
4 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
4 |
| B&D White Capital Company, LLC |
4 |
| Napier Financial, LLC |
4 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
4 |
| Scott & Selber, Inc. |
4 |
| Lowe Wealth Advisors, LLC |
4 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| Kingstone Capital Partners Texas, LLC |
4 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
4 |
| Pimco Dynamic Credit & Mortgage Income Fund |
4 |
| FKSTX - NUVEEN MULTISTATE TRUST IV - Nuveen Kansas Municipal Bond Fund - Class A |
4 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
4 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
4 |
| DSC Advisors, L.P. |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
4 |
| FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
4 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
4 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
4 |
| Jessup Wealth Management, Inc |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| SMITH HAYES Advisers, Inc |
4 |
| Capital Advisory Group Advisory Services, LLC |
4 |
| Andra AP-fonden |
4 |
| Drive Wealth Management, Llc |
4 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
4 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
| Paradigm Financial Advisors, LLC |
4 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
4 |
| IROC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Municipal Strategic Income ETF |
4 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
4 |
| Douglas Lane & Associates, LLC |
4 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
4 |
| Qci Asset Management Inc/ny |
4 |
| Mn Services Vermogensbeheer B.V. |
4 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
| Blackrock Muniyield Investment Quality Fund |
4 |
| OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares |
4 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
4 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
| Arcus Capital Partners, LLC |
4 |
| Lakeview Capital Partners, LLC |
4 |
| Maple Securities Usa Inc |
4 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
4 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
4 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
| Blackrock Muniholdings Quality Fund Ii, Inc. |
4 |
| Steel Canyon Capital, LLC |
4 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
| FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
4 |
| Selway Asset Management |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Bamco Inc /ny/ |
4 |
| Ramsey Quantitative Systems |
4 |
| Guggenheim Taxable Municipal Managed Duration Trust |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
4 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
4 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
4 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
4 |
| Core Wealth Advisors, Inc. |
4 |
| CMT Capital Markets Trading GmbH |
4 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
| FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
4 |
| Newfoundland Capital Management |
4 |
| Fiduciary Planning LLC |
4 |
| BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
4 |
| Deprince Race & Zollo Inc |
4 |
| PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
4 |
| FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| Lebenthal Global Advisors, LLC |
4 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
4 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
4 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
4 |
| PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
4 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
4 |
| IronBridge Private Wealth, LLC |
4 |
| Genesee Valley Trust Co |
4 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
4 |
| V Wealth Advisors LLC |
4 |
| EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
4 |
| Arbor Wealth Management, LLC |
4 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
| V-Square Quantitative Management LLC |
4 |
| E. Ohman J:or Asset Management AB |
4 |
| Ada Investment Management, LP |
4 |
| DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
4 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
4 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
| Griffin Asset Management, Inc. |
4 |
| EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
4 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
4 |
| JHFMX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Municipal Bond Portfolio |
4 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
4 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
4 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
4 |
| Community Bank, N.A. |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
4 |
| Glendon Capital Management LP |
4 |
| Trellus Management Company, LLC |
4 |
| Pier Capital, LLC |
4 |
| Anson Funds Management LP |
4 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
| Consulta Ltd |
4 |
| ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
4 |
| Elgethun Capital Management |
4 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
4 |
| Sagespring Wealth Partners, Llc |
4 |
| PGIM Short Duration High Yield Opportunities Fund |
4 |
| Signature Resources Capital Management, LLC |
4 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
4 |
| New Capital Management LP |
4 |
| VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
4 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
4 |
| Lloyd Advisory Services, LLC. |
4 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
4 |
| 5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio |
4 |
| Cornerstone Advisory, LLC |
4 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
4 |
| Private Advisory Group LLC |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
| EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
4 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
4 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
4 |
| SISIX - VIRTUS ASSET TRUST - Virtus Seix Investment Grade Tax-Exempt Bond Fund Class A |
4 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
4 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
4 |
| QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class |
4 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
4 |
| Transcend Wealth Collective, Llc |
4 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
4 |
| Thomas J. Herzfeld Advisors, Inc. |
4 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
4 |
| Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
4 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
4 |
| AlphaCore Capital LLC |
4 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
4 |
| AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF |
4 |
| Fiduciary Trust Co |
4 |
| Baron Silver Stevens Financial Advisors, Llc |
4 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
4 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
4 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
4 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
| Berkshire Hathaway Inc |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF |
4 |
| SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
4 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
4 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
4 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
| Nuveen Maryland Quality Municipal Income Fund |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
4 |
| APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF |
4 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
4 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
4 |
| Independent Financial Group, Llc |
4 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
4 |
| Gilpin Wealth Management, Llc |
4 |
| Gibraltar Capital Management, Inc. |
4 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
| Palladium Partners Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
4 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
4 |
| VIDI - ETF Series Solutions - Vident International Equity Fund |
4 |
| SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF |
4 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
4 |
| Asset Planning Services, Ltd. |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
4 |
| MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M |
4 |
| HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
4 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
4 |
| DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
4 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
4 |
| Pecaut & Co. |
4 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
4 |
| HWG Holdings LP |
4 |
| AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
4 |
| WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A |
4 |
| Traynor Capital Management, Inc. |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
| EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
4 |
| AXA Investment Managers S.A. |
4 |
| MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A |
4 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
4 |
| PartnerRe Asset Management CORP |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
4 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
4 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
4 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
4 |
| Nair Vinay |
4 |
| Cabot Wealth Management Inc |
4 |
| Tuttle Tactical Management LLC |
4 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
4 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
4 |
| Seneschal Advisors, LLC |
4 |
| FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
4 |
| Provida Pension Fund Administrator |
4 |
| Monetta Financial Services Inc |
4 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
4 |
| Catalytic Wealth RIA, LLC |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| TD Securities (USA) LLC |
4 |
| Bbr Partners, Llc |
4 |
| Chiron Capital Management, Llc |
4 |
| Walled Lake Planning & Wealth Management, Llc |
4 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
4 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
| Essex Financial Services, Inc. |
4 |
| Vinva Investment Management Ltd |
4 |
| Summit Street Capital Management, LLC |
4 |
| Triton Wealth Management, PLLC |
4 |
| McGlone Suttner Wealth Management, Inc. |
4 |
| HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
4 |
| Quaker Wealth Management, LLC |
4 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
4 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
| Kodai Capital Management LP |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| Hellman Jordan Management Co Inc /ma/ |
4 |
| Kepos Capital LP |
4 |
| Crestwood Advisors Group LLC |
4 |
| Vermillion & White Wealth Management Group, LLC |
4 |
| Patten & Patten Inc/tn |
4 |
| Romano Brothers And Company |
4 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
4 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
4 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
4 |
| Bnc Wealth Management, Llc |
4 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
4 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
4 |
| THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A |
4 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| Sheets Smith Wealth Management |
4 |
| Sterneck Capital Management, LLC |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| Peapack Gladstone Financial Corp |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
4 |
| Advanced Portfolio Management, LLC |
4 |
| ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
4 |
| Pinnacle Financial Partners Inc |
4 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
4 |
| Tiaa Cref Trust Co Fsb/mo |
4 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| Connor Clark & Lunn Investment Management Ltd |
4 |
| Williamson Legacy Group, LLC |
4 |
| Capitolis Liquid Global Markets LLC |
4 |
| Ziegler Capital Management, LLC |
4 |
| Counsel Portfolio Services Inc. |
4 |
| Galaxy Capital Trading Ltd |
4 |
| RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
4 |
| Wilmington Trust Investment Management, LLC |
4 |
| Westover Capital Advisors, LLC |
4 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
4 |
| Archon Partners LLC |
4 |
| TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A |
4 |
| Blackrock New York Municipal Bond Trust |
4 |
| Aureus Asset Management, LLC |
4 |
| SIH Partners, LLLP |
4 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
4 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
4 |
| Nuveen Municipal 2021 Target Term Fund |
4 |
| Shikiar Asset Management Inc |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
4 |
| First Pacific Financial |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
4 |
| AlphaOne Investment Services, LLC |
4 |
| Alken Asset Management Ltd. |
4 |
| Invst, LLC |
4 |
| TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
4 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
4 |
| Brick & Kyle, Associates |
4 |
| Somerset Trust Co |
4 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
4 |
| PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
4 |
| Aviance Capital Partners, LLC |
4 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
4 |
| LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A |
4 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
4 |
| SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
4 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
4 |
| EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
4 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
4 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
4 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
4 |
| Anfield Capital Management, LLC |
4 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
4 |
| CSM Advisors, LLC |
4 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
| Prentice Capital Management, LP |
4 |
| Jericho Capital Asset Management L.P. |
4 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
4 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
4 |
| Archipel Asset Management AB |
4 |
| Macquarie/first Trust Global Infrastr/util Div & Inc Fund |
4 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
4 |
| Himco Variable Insurance Trust |
4 |
| CFO4Life, L.P. |
4 |
| SevenBridge Financial Group, LLC |
4 |
| Roosevelt Investment Group Llc |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| TriOaks Capital Management L.P. |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
4 |
| Planning Capital Management Corp |
4 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
4 |
| Olstein Funds |
4 |
| Axiom Investment Management LLC |
4 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
4 |
| National Pension Service |
4 |
| Clayton Financial Group LLC |
4 |
| SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
4 |
| Hallmark Capital Management Inc |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A |
4 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Aventura Private Wealth, LLC |
4 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
4 |
| PCMNX - PACE SELECT ADVISORS TRUST - PACE Municipal Fixed Income Investments Class P |
4 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
| Professional Financial Advisors, LLC |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
4 |
| Madison Street Partners, LLC |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
4 |
| Alpine Associates Advisors |
4 |
| Annapolis Financial Services, LLC |
4 |
| PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
4 |
| 300 North Capital, Llc |
4 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
4 |
| FJ Investments, LLC |
4 |
| VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
4 |
| CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares |
4 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
4 |
| IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
4 |
| Mission Wealth Management, Lp |
4 |
| Banque Transatlantique SA |
4 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
4 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
4 |
| Nfj Investment Group, Llc |
4 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
4 |
| HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I |
4 |
| CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
4 |
| Fagan Associates, Inc. |
4 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
4 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
4 |
| River Wealth Advisors LLC |
4 |
| Alpine Partners USVI, LLC |
4 |
| Bremer Trust National Association |
4 |
| Clark Estates Inc/ny |
4 |
| Camden Capital, LLC |
4 |
| Shenkman Capital Management Inc |
4 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
4 |
| Metis Global Partners, LLC |
4 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
4 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
4 |
| Partnervest Advisory Services LLC |
4 |
| Sonora Investment Management Group, LLC |
4 |
| Sona Asset Management (us) Llc |
4 |
| Pflug Koory, LLC |
4 |
| GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class |
4 |
| RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
4 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
4 |
| Ashler Capital Llc |
4 |
| Equitable Trust Co |
4 |
| REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
4 |
| American Beacon Advisors, Inc. |
4 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
4 |
| Nbt Bank N A /ny |
4 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Argent Advisors, Inc. |
4 |
| GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
4 |
| Elo Mutual Pension Insurance Co |
4 |
| VNYAX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco New York Tax Free Income Fund Class A |
4 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
4 |
| Steigerwald, Gordon & Koch Inc. |
4 |
| Voisard Asset Management Group, Inc. |
4 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| Boulder Hill Capital Management Lp |
4 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
4 |
| Selective Wealth Management, Inc. |
4 |
| Able Wealth Management LLC |
4 |
| Polaris Capital Management, LLC |
4 |
| Tran Capital Management, L.p. |
4 |
| Longfellow Investment Management Co Llc |
4 |
| CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
4 |
| Hosking & Co Ltd |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
4 |
| Bbva Usa |
4 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
4 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
4 |
| Moneda S.A. Administradora General de Fondos |
4 |
| Bell Rock Capital Llc |
4 |
| Vectors Research Management, LLC |
4 |
| Caerus Investment Advisors, LLC |
4 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
| Resources Management Corp /ct/ /adv |
4 |
| Buckingham Strategic Partners |
4 |
| Redhawk Wealth Advisors, Inc. |
4 |
| VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
4 |
| Fifth Lane Capital, Lp |
4 |
| Journey Strategic Wealth Llc |
4 |
| Green Square Capital Advisors Llc |
4 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
4 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
4 |
| Nvwm, Llc |
4 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
4 |
| Ofi Carlyle Private Credit Fund |
4 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
4 |
| Centerpoint Advisors, LLC |
4 |
| FRG Family Wealth Advisors LLC |
4 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
4 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
| City National Bank |
4 |
| VELA Investment Management, LLC |
4 |
| CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
4 |
| Aquire Wealth Advisors, LLC |
4 |
| FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| MONTX - MONETTA TRUST - Monetta Fund |
4 |
| Marino, Stram & Associates Llc |
4 |
| Liontrust Investment Partners LLP |
4 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
4 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
4 |
| Mbb Public Markets I Llc |
4 |
| Pcm Fund, Inc. |
4 |
| Graves-Light Private Wealth Management, Inc. |
4 |
| Xai Octagon Floating Rate & Alternative Income Term Trust |
4 |
| Sturgeon Ventures LLP |
4 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
4 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
4 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
4 |
| NINE MASTS CAPITAL Ltd |
4 |
| Pin Oak Investment Advisors Inc |
4 |
| American Beacon Sound Point Enhanced Income Fund |
4 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
4 |
| Signet Investment Advisory Group, Inc. |
4 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
4 |
| Solstein Capital, LLC |
4 |
| Cowen Prime Services LLC |
4 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
4 |
| Karamaan Group, LLC |
4 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
4 |
| Virtue Capital Management, LLC |
4 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
| LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A |
4 |
| Entrustpermal Partners Offshore Lp |
4 |
| Muhlenkamp & Co Inc |
4 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
4 |
| TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I |
4 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
4 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
4 |
| Econ Financial Services Corp |
4 |
| Argonaut Capital Management Corp |
4 |
| Weil Company, Inc. |
4 |
| Capital Markets Trading UK LLP |
4 |
| Siemens Fonds Invest GmbH |
4 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
4 |
| Willingdon Wealth Management |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
4 |
| Tcg Advisors, Lp |
4 |
| Old North State Trust, LLC |
4 |
| Summit Financial, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
4 |
| Pfs Investments Inc. |
4 |
| Strategic Investment Advisors / MI |
4 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
4 |
| Pineridge Advisors LLC |
4 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
4 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
4 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
4 |
| D L Carlson Investment Group Inc |
4 |
| VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares |
4 |
| Sage Private Wealth Group, Llc |
4 |
| Stance Capital Llc |
4 |
| Evolve Private Wealth, Llc |
4 |
| Crabel Capital Management, LLC |
4 |
| Transcendent Capital Group LLC |
4 |
| MANA Advisors LLC |
4 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
4 |
| Havens Advisors Llc |
4 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
4 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
4 |
| Newland Capital Management, Llc |
4 |
| Kiley Juergens Wealth Management, Llc |
4 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
4 |
| Richardson Financial Services Inc. |
4 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
4 |
| Delaware Enhanced Global Dividend & Income Fund |
4 |
| Pasadena Private Wealth, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
4 |
| Prudential Short Duration High Yield Fund, Inc. |
4 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
4 |
| DSAM Partners (London) Ltd |
4 |
| Crystal Rock Capital Management |
4 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
4 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
4 |
| DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
4 |
| MBM Wealth Consultants, LLC |
4 |
| Birinyi Associates Inc |
4 |
| AlphaCentric Advisors LLC |
4 |
| Strive Financial Group ,LLC |
4 |
| Simplicity Wealth,LLC |
4 |
| Homrich & Berg |
4 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
4 |
| TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
| Midwest Professional Planners, LTD. |
4 |
| Horizon Investment Services, LLC |
4 |
| FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund |
4 |
| TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares |
4 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
4 |
| Kcm Investment Advisors Llc |
4 |
| AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
4 |
| Three Seasons Wealth, LLC |
4 |
| Asahi Life Asset Management Co., Ltd. |
4 |
| GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
4 |
| GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I |
4 |
| Afton Capital Management Llc |
4 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
| Manatuck Hill Partners, LLC |
4 |
| DeDora Capital, Inc. |
4 |
| Kathmere Capital Management, LLC |
4 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
4 |
| GK Wealth Management LLC |
4 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
4 |
| Keystone Financial Group |
4 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
4 |
| Haafor (Singapore) Pte. Ltd. |
4 |
| Signition Lp |
4 |
| Seeyond |
4 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
4 |
| ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| Mountaineer Partners Management, LLC |
4 |
| Danda Trouve Investment Management, Inc. |
4 |
| Ostrum Asset Management |
4 |
| Reuter James Wealth Management, Llc |
4 |
| Mader & Shannon Wealth Management, Inc. |
4 |
| VELA Funds - VELA Small Cap Fund Class I |
4 |
| Greenvale Capital LLP |
4 |
| EdgeRock Capital LLC |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
4 |
| M&r Capital Management Inc |
4 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
4 |
| Paragon Associates & Paragon Associates Ii Joint Venture |
4 |
| Strategic Wealth Advisors Group, LLC |
4 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
4 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
4 |
| FrontFour Capital Group LLC |
4 |
| Scoggin Management Lp |
4 |
| Level Financial Advisors, Inc. |
4 |
| Meridian Wealth Advisors, LLC |
4 |
| MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
4 |
| Kovack Advisors, Inc. |
4 |
| Kynikos Associates LP |
4 |
| AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| Clear Street Llc |
4 |
| Wedmont Private Capital |
4 |
| D'Orazio & Associates, Inc. |
4 |
| Kingdon Capital Management, L.l.c. |
4 |
| Monument Capital Management |
4 |
| Pensionmark Financial Group, Llc |
4 |
| BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
4 |
| Nokomis Capital, L.L.C. |
4 |
| FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
4 |
| Morgan Creek Series Trust |
4 |
| Dreyfus Manager Funds I |
4 |
| Pekin Hardy Strauss, Inc. |
4 |
| BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| DC Investments Management, LLC |
4 |
| Putnam Fund For Growth & Income |
4 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
4 |
| Mohican Financial Management, LLC |
4 |
| American Trust |
4 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
4 |
| SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class |
4 |
| WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A |
4 |
| Aspire Private Capital, LLC |
4 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
4 |
| EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
4 |
| Henderson Global Funds |
4 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
| Qtron Investments LLC |
4 |
| Mid Atlantic Financial Management Inc/adv |
4 |
| Congress Asset Management Co /ma |
4 |
| Grand Prix Investors Trust |
4 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
4 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
4 |
| EMC Capital Management |
4 |
| Clarfeld Financial Advisors, Llc |
4 |
| Texas Capital Bancshares Inc/tx |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| Girard Partners Ltd. |
4 |
| Pioneer Municipal High Income Opportunities Fund, Inc. |
4 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
4 |
| Channing Capital Management, LLC |
4 |
| Tower View Investment Management & Research LLC |
4 |
| Cypress Capital Group |
4 |
| DSIBX - BNY MELLON SHORT-INTERMEDIATE MUNICIPAL BOND FUND - BNY Mellon Short-Intermediate Municipal Bond Fund Class D |
4 |
| Knighthead Capital Management, LLC |
4 |
| Brave Asset Management Inc |
4 |
| Executive Wealth Management, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
4 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
4 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
4 |
| Kozak & Associates, Inc. |
4 |
| Guyasuta Investment Advisors Inc |
4 |
| GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
4 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
4 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
| RWM Asset Management, LLC |
4 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
4 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
4 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
4 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
| ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF |
4 |
| Sonic Fund II, L.P. |
4 |
| MidFirst Bank |
4 |
| OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
4 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
4 |
| VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
4 |
| Family Firm, Inc. |
4 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
4 |
| Lion Street Advisors, LLC |
4 |
| Smith Anglin Financial, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
4 |
| OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
4 |
| GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
4 |
| LNYAX - COLUMBIA FUNDS SERIES TRUST I - Columbia New York Intermediate Municipal Bond Fund Class A |
4 |
| Great Valley Advisor Group, Inc. |
4 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
4 |
| Smallwood Wealth Investment Management, LLC |
4 |
| Rakuten Investment Management, Inc. |
4 |
| LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares |
4 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
4 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
4 |
| Commonwealth Financial Services, LLC |
4 |
| Affiance Financial, LLC |
4 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
4 |
| Security National Bank |
4 |
| Crews Bank & Trust |
4 |
| Delaware Investments Dividend & Income Fund, Inc |
4 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
4 |
| WealthTrust Axiom LLC |
4 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
4 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
| Bluestein R H & Co |
4 |
| Nicolet Advisory Services, Llc |
4 |
| Credit Industriel Et Commercial |
4 |
| IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
4 |
| Trustmark National Bank Trust Department |
4 |
| Fort Sheridan Advisors Llc |
4 |
| VSR Financial Services, Inc. |
4 |
| Sawgrass Asset Management Llc |
4 |
| Sugarloaf Wealth Management, LLC |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
4 |
| MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
4 |
| Julex Capital Management, Llc |
4 |
| Safeguard Financial, LLC |
4 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
4 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
4 |
| FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A |
4 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
4 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
4 |
| TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
4 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
4 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| Curio Wealth, Llc |
4 |
| Advanced Series Trust - Ast International Growth Portfolio |
4 |
| Safeguard Investment Advisory Group, LLC |
4 |
| NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
4 |
| Fosun International Ltd |
4 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
4 |
| NinePointTwo Capital |
4 |
| Franklin Templeton ETF Trust - Franklin Income Focus ETF |
4 |
| LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
4 |
| PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
4 |
| Dalton Greiner Hartman Maher & Co |
4 |
| Turner Funds |
4 |
| USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class |
4 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
4 |
| Nelson Capital Management, LLC |
4 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
4 |
| Proffitt & Goodson Inc |
4 |
| M&G Plc |
4 |
| RMR Wealth Builders |
4 |
| Jump Trading, Llc |
4 |
| OneAscent Financial Services LLC |
4 |
| MidWestOne Financial Group, Inc. |
4 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
| St. Johns Investment Management Company, LLC |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| Bancroft Fund Ltd |
4 |
| Stonebridge Financial Group, LLC |
4 |
| Amussen Hunsaker Associates Llc |
4 |
| New Ireland Fund Inc |
4 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
4 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
4 |
| Kaizen Financial Strategies |
4 |
| TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
4 |
| McElhenny Sheffield Capital Management, LLC |
4 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
4 |
| Profit Investment Management, LLC |
4 |
| Spirit Of America Management Corp/ny |
4 |
| Panning Capital Management, LP |
4 |
| Laurel Grove Capital, LLC |
4 |
| Passport Capital, LLC |
4 |
| My Personal CFO, LLC |
4 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
4 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
4 |
| Alphagen Securities Llc |
4 |
| Horizons Etf Trust I |
4 |
| Nadler Financial Group, Inc. |
4 |
| SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
4 |
| Columbia Funds Variable Insurance Trust I |
4 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
4 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
4 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
4 |
| Hsbc Portfolios |
4 |
| ROSS\JOHNSON & Associates LLC |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| Ackerman Capital Advisors, LLC |
4 |
| Blackrock Munivest Fund Ii, Inc. |
4 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
4 |
| Wolf Hill Capital Management, LP |
4 |
| Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
4 |
| FMNY - First Trust Exchange-Traded Fund III - First Trust New York High Income Municipal ETF |
4 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
4 |
| PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
4 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
| EHP Funds Inc. |
4 |
| Adirondack Trust Co |
4 |
| PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
4 |
| BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
4 |
| AlphaStar Capital Management, LLC |
4 |
| Laidlaw Wealth Management LLC |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| Hcim Trust |
4 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
4 |
| Blackrock Strategic Municipal Trust |
4 |
| Baader Bank INC |
4 |
| Egerton Capital (UK) LLP |
4 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
4 |
| Stancorp Investment Advisers Inc |
4 |
| Hatteras Funds, LLC |
4 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
4 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
| Range Financial Group LLC |
4 |
| PIMCO FUNDS - PIMCO Sector Fund Series - H |
4 |
| MCHI - iSHARES TRUST - iShares MSCI China ETF |
4 |
| First Foundation Advisors |
4 |
| BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
4 |
| ACSI - Tidal ETF Trust - American Customer Satisfaction ETF |
4 |
| Cramer Rosenthal Mcglynn Llc |
4 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
4 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
4 |
| SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
4 |
| Argentus Capital Management, LLC |
4 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
4 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
4 |
| Masters Capital Management Llc |
4 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
4 |
| Motiv8 Investments LLC |
4 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
4 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
4 |
| Silicon Valley Capital Partners |
4 |
| Paragon Capital Management Ltd |
4 |
| Bank Of Nova Scotia Trust Co |
4 |
| Arlington Trust Co LLC |
4 |
| Frontier Investment Mgmt Co |
4 |
| Piper Sandler & Co. |
4 |
| BlackRock ETF Trust II - iShares High Yield Muni Active ETF |
4 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
4 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
4 |
| Stableford Capital Ii Llc |
4 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
| Breakwater Investment Management |
4 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
| Eaton Vance Short Duration Diversified Income Fund |
4 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
4 |
| Intercontinental Wealth Advisors, LLC |
4 |
| ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
4 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
4 |
| Pomelo Capital LLC |
4 |
| Putnam Municipal Opportunities Trust |
4 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
4 |
| Nuveen Municipal Income Fund Inc |
4 |
| TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
4 |
| Howard Wealth Management, Llc |
4 |
| RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
4 |
| Quantessence Capital LLC |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
| Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) |
4 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
4 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
4 |
| Elevated Capital Advisors, LLC |
4 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
4 |
| Boston Income Portfolio - Boston Income Portfolio |
4 |
| Anchorage Capital Group, L.L.C. |
4 |
| Advanced Series Trust - Ast International Value Portfolio |
4 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
4 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A |
3 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
3 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
| ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A |
3 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
3 |
| RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares |
3 |
| Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
3 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
3 |
| PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
3 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
| PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
3 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
3 |
| York Capital Management Global Advisors, LLC |
3 |
| PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
3 |
| RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
3 |
| FVATX - NUVEEN MULTISTATE TRUST I - Nuveen Virginia Municipal Bond Fund - Class A |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
| MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
| EWG Elevate Inc. |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
3 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
3 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
3 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
3 |
| Kempen Capital Management N.v. |
3 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
3 |
| FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
3 |
| Jackson Square Capital, Llc |
3 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
| JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
3 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
| Headinvest, Llc |
3 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
3 |
| TAMRO Capital Partners LLC |
3 |
| Silicon Hills Wealth Management, LLC |
3 |
| SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
3 |
| Davis Capital Management |
3 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
| ABIAX - AB TRUST - AB International Value Fund Class A |
3 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
3 |
| ABVAX - AB TRUST - AB Value Fund Class A |
3 |
| ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A |
3 |
| SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
3 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| TT International Asset Management LTD |
3 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
3 |
| E Fund Management (Hong Kong) Co., Ltd. |
3 |
| Sphinx Trading, Lp |
3 |
| PGVFX - FORUM FUNDS - Polaris Global Value Fund |
3 |
| SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class |
3 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| Cfm Wealth Partners Llc |
3 |
| SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
3 |
| May Hill Capital, LLC |
3 |
| Uniplan Investment Counsel, Inc. |
3 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
3 |
| LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
3 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
3 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
3 |
| Citizens National Bank Trust Department |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF |
3 |
| Bryce Point Capital, LLC |
3 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
| SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
| YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
3 |
| Narwhal Capital Management |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
3 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
| LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
3 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
| HBC Financial Services, PLLC |
3 |
| LifeSteps Financial, Inc. |
3 |
| PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
3 |
| Winton Capital Management Ltd |
3 |
| ARGA Investment Management, LP |
3 |
| Varde Management, L.P. |
3 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
3 |
| EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
3 |
| PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| ETFis Series Trust I - Virtus Glovista Emerging Markets ETF |
3 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
3 |
| SkyOak Wealth, LLC |
3 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
3 |
| Tobias Financial Advisors, Inc. |
3 |
| Graney & King, LLC |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| Miller Howard Investments Inc /ny |
3 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
| Haverford Trust Co |
3 |
| MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
3 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
3 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
3 |
| MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
3 |
| CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
3 |
| FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
3 |
| CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
3 |
| CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
3 |
| CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
3 |
| CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
3 |
| MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF |
3 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class |
3 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
3 |
| Unigestion Holding SA |
3 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
| Schwab Charitable Fund |
3 |
| TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I |
3 |
| Edmond De Rothschild Asset Management (france) |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Greenline Partners, LLC |
3 |
| EAM Global Investors LLC |
3 |
| Spotlight Asset Group, Inc. |
3 |
| Altium Wealth Management LLC |
3 |
| TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A |
3 |
| THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A |
3 |
| Foundations Investment Advisors, LLC |
3 |
| Pinnbrook Capital Management Lp |
3 |
| Quad-Cities Investment Group, LLC |
3 |
| Cozad Asset Management Inc |
3 |
| Alpine Woods Capital Investors, Llc |
3 |
| Ceredex Value Advisors LLC |
3 |
| Joseph Group Capital Management |
3 |
| Claybrook Capital, LLC |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Acuitas Investments, LLC |
3 |
| Hc Financial Advisors Inc |
3 |
| Canton Hathaway, LLC |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
3 |
| LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
3 |
| New Millennium Group LLC |
3 |
| Avondale Wealth Management |
3 |
| VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Yong Rong (HK) Asset Management Ltd |
3 |
| Factorial Partners, Llc |
3 |
| Signature Wealth Management Group |
3 |
| HFG Advisors, Inc. |
3 |
| Rossmore Private Capital |
3 |
| Ransom Advisory, Ltd |
3 |
| Evolution Advisers, Inc. |
3 |
| Cooper Financial Group |
3 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
3 |
| TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| OmniStar Financial Group, Inc. |
3 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
| Pacific Sun Financial Corp |
3 |
| Hedges Asset Management LLC |
3 |
| Abacus Planning Group, Inc. |
3 |
| Sweet Financial Partners, LLC |
3 |
| Carronade Capital Management, LP |
3 |
| Wahed Invest LLC |
3 |
| Hayden Royal, Llc |
3 |
| Vista Finance, Llc |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| SYM FINANCIAL Corp |
3 |
| Edmond De Rothschild (suisse) S.a. |
3 |
| Granite Bay Wealth Management, LLC |
3 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
3 |
| Roman Butler Fullerton & Co |
3 |
| Mcglinn Capital Management Inc |
3 |
| Fort Baker Capital Management LP |
3 |
| McMahon Financial Advisors, LLC |
3 |
| One68 Global Capital, LLC |
3 |
| Fore Capital, LLC |
3 |
| Missouri Trust & Investment Co |
3 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
| Acima Private Wealth, Llc |
3 |
| Personal Wealth Partners |
3 |
| First Community Trust Na |
3 |
| Richwood Investment Advisors, LLC |
3 |
| EWZS - iSHARES TRUST - iShares MSCI Brazil Small-Cap ETF |
3 |
| SG Trading Solutions, LLC |
3 |
| Rather & Kittrell, Inc. |
3 |
| Mizuho Securities Usa Llc |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
3 |
| WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
3 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
3 |
| Premia Global Advisors, Llc |
3 |
| PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF |
3 |
| Widmann Financial Services, Inc. |
3 |
| DGS Capital Management, LLC |
3 |
| 6 Meridian |
3 |
| Stratos Wealth Advisors, LLC |
3 |
| C2C Wealth Management, LLC |
3 |
| Cypress Funds Llc |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| Robertson Stephens Wealth Management, LLC |
3 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
| Horiko Capital Management Llc |
3 |
| Mizuho Securities Co. Ltd. |
3 |
| Signature Estate & Investment Advisors Llc |
3 |
| Wayfinding Financial, LLC |
3 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| Sepio Capital, LP |
3 |
| First National Bank of South Miami |
3 |
| Lucia Wealth Services, Llc |
3 |
| NUMI - Nushares ETF Trust - Nuveen Municipal Income ETF |
3 |
| Poehling Capital Management, LLC |
3 |
| Longaeva Partners L.P. |
3 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
| BancorpSouth Bank |
3 |
| Santori & Peters, Inc. |
3 |
| Islet Management, LP |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| Kiker Wealth Management, LLC |
3 |
| James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
3 |
| Uncommon Cents Investing LLC |
3 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
3 |
| SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A |
3 |
| Acorn Advisory Capital L.p. |
3 |
| DDD Partners, LLC |
3 |
| Maxi Investments CY Ltd |
3 |
| Pittenger & Anderson Inc |
3 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
3 |
| Edge Asset Management, Inc |
3 |
| Cypress Asset Management Inc/tx |
3 |
| Trilogy Capital Inc. |
3 |
| Courier Capital Llc |
3 |
| Sanctuary Wealth Management, L.L.C. |
3 |
| Northwest Capital Management Inc |
3 |
| Fortem Financial Group, Llc |
3 |
| Ascent Group, LLC |
3 |
| HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A |
3 |
| Copperwynd Financial, LLC |
3 |
| Tech Square Trading Lp |
3 |
| Evergreen Wealth Solutions, LLC |
3 |
| Clarus Wealth Advisors |
3 |
| New Generation Advisors, Llc |
3 |
| HMJAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Short Duration Fund Class A |
3 |
| Nova Wealth Management, Inc. |
3 |
| Punch & Associates Investment Management, Inc. |
3 |
| Howard Financial Services, Ltd. |
3 |
| Paladin Advisory Group, LLC |
3 |
| FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
3 |
| Winton Series Trust |
3 |
| HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF |
3 |
| Lyons Funds |
3 |
| S&t Bank/pa |
3 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
3 |
| Marketocracy Funds |
3 |
| Tanaka Capital Management Inc |
3 |
| VSM Wealth Advisory, LLC |
3 |
| WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
3 |
| WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
3 |
| AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
3 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
3 |
| NHYM - Nushares ETF Trust - Nuveen High Yield Municipal Income ETF |
3 |
| Ellsworth Growth & Income Fund Ltd |
3 |
| Stonehill Capital Management Llc |
3 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
3 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
| Dg Capital Management Inc |
3 |
| Csop Etf Trust |
3 |
| Roxbury Financial LLC |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
3 |
| Fs Multi-alternative Income Fund |
3 |
| Trinity Legacy Partners, LLC |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| Acap Strategic Fund |
3 |
| Easterly Investment Partners Llc |
3 |
| Lake Street Financial Llc |
3 |
| Elkhorn Partners Limited Partnership |
3 |
| MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
3 |
| Acumen Wealth Advisors, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| Cushing Etf Trust |
3 |
| Patriot Investment Management Inc. |
3 |
| Joseph P. Lucia & Associates, LLC |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| Ccg Wealth Management, Llc |
3 |
| Board of the Pension Protection Fund |
3 |
| Bremer Bank National Association |
3 |
| EMG Holdings, L.P. |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
| Chesley Taft & Associates LLC |
3 |
| KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
3 |
| Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II |
3 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
3 |
| Reflection Asset Management |
3 |
| Cheviot Value Management, LLC |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| North Forty Management, LLC |
3 |
| Strategic Asset Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
3 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
3 |
| Thor Advisors, Llc |
3 |
| Summitry Llc |
3 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
3 |
| Nuveen Select Tax Free Income Portfolio |
3 |
| Arden Trust Co |
3 |
| FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. |
3 |
| LionEye Capital Management LLC |
3 |
| Absolute Investment Advisers Llc |
3 |
| Manteio Capital LLC |
3 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
3 |
| Oppenheimer Discovery Fund |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| Clear Creek Financial Management, LLC |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| Legg Mason Investment Trust |
3 |
| FSC Wealth Advisors, LLC |
3 |
| HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR |
3 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
3 |
| Pandora Wealth, Inc. |
3 |
| Cg Funds Trust |
3 |
| Corsair Opportunity Fund |
3 |
| Investmark Advisory Group LLC |
3 |
| Forward Management, LLC |
3 |
| SILVER OAK SECURITIES, Inc |
3 |
| Putnam Voyager Fund |
3 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
3 |
| Strategic Global Income Fund Inc |
3 |
| Fund Management at Engine No. 1 LLC |
3 |
| Hsbc Advisor Funds Trust |
3 |
| CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
3 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| Resurgent Financial Advisors LLC |
3 |
| Winmill & Co. Inc |
3 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
3 |
| Pioneer Municipal High Income Trust |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| Blackrock Muniholdings Quality Fund, Inc. |
3 |
| Db-x Exchange-traded Funds Inc. |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| Isi Strategy Fund Inc |
3 |
| JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
3 |
| Union Square Park Capital Management, LLC |
3 |
| Spartan Fund Management Inc. |
3 |
| Nasdaq Premium Income & Growth Fund Inc. |
3 |
| Munder Series Trust |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Federated Mdt Large Cap Value Fund |
3 |
| Bingham Private Wealth, Llc |
3 |
| Parametric Market Neutral Portfolio |
3 |
| HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
3 |
| Ramius Advisors Llc |
3 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| Clare Market Investments LLC |
3 |
| Saudi Central Bank |
3 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
3 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
| IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
3 |
| Oppenheimer Discovery Mid Cap Growth Fund |
3 |
| IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
3 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| SCS Capital Management LLC |
3 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
| HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF |
3 |
| REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
3 |
| Stone Ridge Trust Iii |
3 |
| Nuveen Core Plus Impact Fund |
3 |
| Miles Capital, Inc. |
3 |
| FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
3 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
3 |
| GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio |
3 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
3 |
| Snow Capital Management Lp |
3 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
3 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| GOODX - GoodHaven Funds Trust - GoodHaven Fund |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
3 |
| Myriad Asset Management US LP |
3 |
| Mainstay Definedterm Municipal Opportunities Fund |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
| AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
3 |
| ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
3 |
| Ronald Blue & Co Llc |
3 |
| Tevis Investment Management |
3 |
| Grisanti Capital Management LLC |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I |
3 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
3 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
| Sentinel Trust Co Lba |
3 |
| Ramsey Asset Management |
3 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
3 |
| Axxcess Wealth Management, Llc |
3 |
| Kim, Llc |
3 |
| PNC Managed Account Solutions, Inc. |
3 |
| Global Assets Advisory, LLC |
3 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
3 |
| MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares |
3 |
| FMUB - Fidelity Merrimack Street Trust - Fidelity Municipal Bond Opportunities ETF |
3 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
| MBNE - SSGA Active Trust - SPDR(R) Nuveen Municipal Bond ESG ETF |
3 |
| Oppenheimer Global Multi Strategies Fund |
3 |
| VIOPX - VALIC Co I - International Opportunities Fund |
3 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| Harvest Management Llc |
3 |
| PIMCO California Flexible Municipal Income Fund |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
| DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A |
3 |
| TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
3 |
| Guggenheim Credit Allocation Fund |
3 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
3 |
| DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
3 |
| DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| Estate Planners Group, LLC |
3 |
| SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
3 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
3 |
| Winslow Asset Management Inc |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| Argent Capital Management Llc |
3 |
| Wilkerson Advisory Group LLC |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) |
3 |
| VELA Funds - VELA Income Opportunities Fund Class A |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
3 |
| Foxby Corp. |
3 |
| Utc North American Fund, Inc. |
3 |
| WealthPlan Investment Management, LLC |
3 |
| Royce Value Trust Inc |
3 |
| Coston, McIsaac & Partners |
3 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
| Blackrock Enhanced International Dividend Trust |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
| Cortina Funds, Inc. |
3 |
| Blackrock Enhanced Capital & Income Fund, Inc. |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
3 |
| SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I |
3 |
| BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| Herzfeld Caribbean Basin Fund Inc |
3 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
| Strategic Value Partners, LLC |
3 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund |
3 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
3 |
| Schechter Investment Advisors, LLC |
3 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
3 |
| FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class |
3 |
| BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
3 |
| PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
3 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
3 |
| Rathbone Brothers plc |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
3 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
| Chou Associates Management Inc. |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| Zazove Convertible Securities Fund Inc |
3 |
| FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE |
3 |
| NOIGX - Northern Funds - Northern International Equity Fund |
3 |
| Welch Capital Partners Llc/ny |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Stevens First Principles Investment Advisors |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| Hirzel Capital Management LLC |
3 |
| IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A |
3 |
| Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
3 |
| Kera Capital Partners, Inc. |
3 |
| FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
3 |
| ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A |
3 |
| Sentinus, LLC |
3 |
| Farr Miller & Washington Llc/dc |
3 |
| Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A |
3 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
3 |
| FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y |
3 |
| UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
3 |
| Northwest Bancshares, Inc. |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio |
3 |
| Stonnington Group, Llc |
3 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A |
3 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
| AVALX - AEGIS FUNDS - Aegis Value Fund Class I |
3 |
| Gitterman Wealth Management, LLC |
3 |
| TopTier Wealth Management, LLC |
3 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
3 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
3 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
| HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
3 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
| TIMOTHY PLAN - Timothy Strategic Variable |
3 |
| STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
3 |
| DV Trading LLC |
3 |
| Texas Yale Capital Corp. |
3 |
| Koss-Olinger Consulting, LLC |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
3 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
3 |
| General Partner, Inc. |
3 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
3 |
| Fund 1 Investments, LLC |
3 |
| VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares |
3 |
| Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
3 |
| Core Bond Portfolio - Core Bond Portfolio |
3 |
| ASB Consultores, LLC |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
3 |
| Gdl Fund |
3 |
| Creative Capital Management Investments LLC |
3 |
| Oppenheimer Main Street Mid Cap Fund |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| Pzena Investment Management Llc |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
3 |
| Bradley & Co. Private Wealth Management, LLC |
3 |
| Gallacher Capital Management LLC |
3 |
| Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
3 |
| Retirement Financial Solutions, Llc |
3 |
| Better Money Decisions, LLC |
3 |
| Synergy Investment Management, LLC |
3 |
| European Equity Fund, Inc / Md |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| FLP Wealth Management, LLC |
3 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
3 |
| FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Gabelli Convertible & Income Securities Fund Inc |
3 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
3 |
| ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
3 |
| RFP Financial Group LLC |
3 |
| Palouse Capital Management, Inc. |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
3 |
| Daymark Wealth Partners, Llc |
3 |
| Gendell Jeffrey L |
3 |
| TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| Allianzgi Equity & Convertible Income Fund |
3 |
| Olistico Wealth, LLC |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| PayPay Securities Corp |
3 |
| Blackrock Muni New York Intermediate Duration Fund, Inc. |
3 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
3 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
3 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
| New England Capital Financial Advisors LLC |
3 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
| EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A |
3 |
| TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
3 |
| BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
3 |
| Highland Peak Capital, LLC |
3 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
3 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
| Richard W. Paul & Associates, LLC |
3 |
| DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
3 |
| Valley Brook Capital Group, Inc. |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Artal Group S.A. |
3 |
| Quest Investment Management Llc |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| Blackrock Municipal Bond Trust |
3 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
3 |
| Northpointe Capital Llc |
3 |
| Knott David M |
3 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
3 |
| New Hampshire Trust |
3 |
| AM Squared Ltd |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
3 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
3 |
| WS Portfolio Advisory, LLC |
3 |
| Multi-strategy Growth & Income Fund |
3 |
| Dixon Hubard Feinour & Brown Inc/va |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| Patron Partners Advisors, Llc |
3 |
| SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| 1015 Capital Partners, LLC |
3 |
| Traub Capital Management LLC |
3 |
| LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
3 |
| Eisler Capital (US) LLC |
3 |
| Tanglewood Legacy Advisors, LLC |
3 |
| Main Street Financial Solutions, LLC |
3 |
| Oppenheimer Capital Appreciation Fund |
3 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
3 |
| Garden State Investment Advisory Services LLC |
3 |
| Beverly Hills Private Wealth, LLC |
3 |
| Flow State Investments, L.P. |
3 |
| Rainier Investment Management Mutual Funds |
3 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
3 |
| MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
3 |
| Sonic GP LLC |
3 |
| Dv Equities, Llc |
3 |
| Stephenson National Bank & Trust |
3 |
| Townsend & Associates, Inc |
3 |
| MIPBX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Municipal Income Portfolio Class I |
3 |
| Orion Capital Management LLC |
3 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
3 |
| Winnow Wealth Llc |
3 |
| FSA Wealth Management LLC |
3 |
| Financial Freedom, LLC |
3 |
| KCS Wealth Advisory |
3 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
| Sawyer & Company, Inc |
3 |
| Colonial River Wealth Management, LLC |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
3 |
| Newport Trust Co |
3 |
| Capital Group Investment Management Pte. Ltd. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| American Independence Financial Services LLC |
3 |
| WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class |
3 |
| United Maritime Capital Llc |
3 |
| PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
3 |
| Summit X, LLC |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Sanchez Gaunt Capital Management, LLC |
3 |
| Standard Family Office LLC |
3 |
| Regal Wealth Group, Inc. |
3 |
| Anomaly Capital Management, LP |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 |
3 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
3 |
| TCW ETF Trust - TCW Corporate Bond ETF |
3 |
| Delta Lloyd Asset Management N.v. |
3 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
3 |
| Applied Finance Capital Management, LLC |
3 |
| Quattro Financial Advisors Llc |
3 |
| American Financial Group Inc |
3 |
| Global Financial Private Capital, LLC |
3 |
| CFO4Life Group, LLC |
3 |
| InterOcean Capital Group, LLC |
3 |
| Heritage Trust Co |
3 |
| Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio |
3 |
| Morse Asset Management, Inc |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
3 |
| Gill Capital Partners, Llc |
3 |
| Clarus Group, Inc. |
3 |
| Israel Discount Bank Of New York /gfn |
3 |
| BlackRock 2037 Municipal Target Term Trust |
3 |
| CoreFirst Bank & Trust |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| GSB Wealth Management, LLC |
3 |
| Busey Wealth Management |
3 |
| MBL Wealth, LLC |
3 |
| KBND - Krane Shares Trust - KraneShares E Fund China Commercial Paper ETF |
3 |
| MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
3 |
| Calvert Impact Fund Inc |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
3 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
3 |
| WESPAC Advisors, LLC |
3 |
| Bridgeworth, LLC |
3 |
| CAMG Solamere Management, LLC |
3 |
| Cider Mill Investments LP |
3 |
| Resolute Advisors LLC |
3 |
| RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
3 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
3 |
| Bank of Jackson Hole Trust |
3 |
| Prostatis Group LLC |
3 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
| Bowen Hanes & Co Inc |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| Sax Wealth Advisors, Llc |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| Western Standard LLC |
3 |
| NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
3 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
3 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
| Bollard Group LLC |
3 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
3 |
| Capital Income Builder |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class |
3 |
| CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class |
3 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
3 |
| Jet Capital Investors L P |
3 |
| Cartenna Capital, LP |
3 |
| KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
3 |
| White Square Capital Llp |
3 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
3 |
| RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
3 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
3 |
| Whitnell & Co. |
3 |
| Good Life Advisors, LLC |
3 |
| Capital Advisors Inc/ok |
3 |
| Altfest L J & Co Inc |
3 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
| Baron Wealth Management LLC |
3 |
| GenTrust, LLC |
3 |
| STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
3 |
| WP Advisors, LLC |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional |
3 |
| Key Square Capital Management LLC |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| Northwest Wealth Management, Llc |
3 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco SMA Municipal Bond Fund |
3 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class |
3 |
| Arctis Global LLC |
3 |
| Bck Capital Management Lp |
3 |
| Nilsine Partners, LLC |
3 |
| SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
3 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
| Paragon Wealth Strategies, LLC |
3 |
| Barrett & Company, Inc. |
3 |
| SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A |
3 |
| PFG Investments, LLC |
3 |
| First Bank & Trust |
3 |
| Bach Investment Advisors Ltd |
3 |
| RGT Wealth Advisors, LLC |
3 |
| Clearwater Capital Advisors, LLC |
3 |
| Kepos Capital LP |
3 |
| Heck Capital Advisors, LLC |
3 |
| Ibex Wealth Advisors |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| Susquehanna Advisors Group, Inc. |
3 |
| Woodbine Capital Advisors LP |
3 |
| KLS Diversified Asset Management LP |
3 |
| New Age Alpha Funds Trust - NAA Allocation Fund Class C |
3 |
| SWAN Capital LLC |
3 |
| PCA Investment Advisory Services Inc. |
3 |
| Hatteras Alternative Mutual Funds, LLC |
3 |
| New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
3 |
| Trivant Custom Portfolio Group, LLC |
3 |
| Cascade Investment Advisors, Inc. |
3 |
| PZT - Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF |
3 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
| Great Lakes Retirement, Inc. |
3 |
| King Street Capital Management, L.p. |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF |
3 |
| Signator Financial Services, Inc. |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
| CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
3 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
3 |
| Cai Capital Management, Inc. |
3 |
| Castlerock Asset Management Inc |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
3 |
| Oder Investment Management, LLC |
3 |
| Loeb Offshore Management LP |
3 |
| Balter Liquid Alternatives, LLC |
3 |
| Guardian Investor Services Llc |
3 |
| Atomi Financial Group, Inc. |
3 |
| Turas Capital Management LP |
3 |
| Q Global Advisors, LLC |
3 |
| FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z |
3 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
3 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| Thrivent Core Funds - Thrivent Core Mid Cap Value Fund |
3 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
3 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
3 |
| Octavia Wealth Advisors, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
| Sterling Financial Planning, Inc. |
3 |
| Redwood Capital Management, Llc |
3 |
| IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| Railway Pension Investments Ltd |
3 |
| Long Oar Global Investors, LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| Baillie Gifford & Co |
3 |
| Annandale Capital, LLC |
3 |
| TBP Investments Management, LLC |
3 |
| Decade Capital Management Llc |
3 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
3 |
| Cornerstone Financial Partners, LLC |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
3 |
| Quaker Capital Investments, LLC |
3 |
| Seven Mile Advisory |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| Navigation Wealth Management, Inc. |
3 |
| Fayez Sarofim & Co |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
3 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
3 |
| Clearline Capital LP |
3 |
| New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
3 |
| PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R |
3 |
| New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| Park Square Financial Group, LLC |
3 |
| NexPoint Credit Strategies Fund |
3 |
| Deimos Asset Management LLC |
3 |
| Avalon Global Asset Management LLC |
3 |
| MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
| Ray Gerald L & Associates Ltd |
3 |
| AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
3 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
3 |
| Capstone Financial Advisors, Inc. |
3 |
| Blue Rock Advisors, LLC |
3 |
| Financial Avengers, Inc. |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| Cowa, Llc |
3 |
| Olympus Peak Asset Management LP |
3 |
| Highland Capital Management Fund Advisors, L.p. |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| Kernodle & Katon Asset Management Group, LLC |
3 |
| CapWealth Advisors, LLC |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
| Bourgeon Capital Management Llc |
3 |
| Oakmont Corp |
3 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Cna Financial Corp |
3 |
| Fidelity Multi-Strategy Credit Fund |
3 |
| MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
3 |
| SkyTop Capital Management LLC |
3 |
| Stelac Advisory Services LLC |
3 |
| Maple Rock Capital Partners Inc. |
3 |
| TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
3 |
| Wealth Management Partners, LLC |
3 |
| Orbitronix, LP |
3 |
| Rockefeller Municipal Opportunities Fund |
3 |
| Baker Tilly Financial, Llc |
3 |
| JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
3 |
| Strategic Investment Management, Llc |
3 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
| DB Wealth Management Group, LLC |
3 |
| Berger Financial Group, Inc |
3 |
| Signia Capital Management Llc |
3 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
| Clearfield Capital Management Lp |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| Sapphire Star Partners LP |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| First National Trust Co |
3 |
| Tiaa Trust, National Association |
3 |
| Grimes & Company, Inc. |
3 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
3 |
| Omega Advisors Inc. |
3 |
| TriaGen Wealth Management LLC |
3 |
| HRS Investment Holdings, LLC |
3 |
| OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
3 |
| IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
3 |
| Moon Capital Management Lp |
3 |
| NCM Capital Advisers, Inc. |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| SG Capital Management LLC |
3 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
3 |
| AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF |
3 |
| WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
3 |
| ForthRight Wealth Management, LLC |
3 |
| McClarren Financial Advisors, Inc. |
3 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
3 |
| Palestra Capital Management LLC |
3 |
| QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| Next Century Growth Investors Llc |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
| Strategic Advocates LLC |
3 |
| Evolution Wealth Management Inc. |
3 |
| Dynamic Capital Management Ltd |
3 |
| MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
3 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
3 |
| Optas, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
3 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
3 |
| Tahithromos, L.L.C. |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
3 |
| Golden Green, Inc. |
3 |
| Houlihan Financial Resource Group, Ltd. |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
3 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
3 |
| Capital CS Group, LLC |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| United Community Bank |
3 |
| Rockshelter Capital Management Llc |
3 |
| ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
3 |
| Burt Wealth Advisors |
3 |
| HGI Capital Management, LLC |
3 |
| Firestone Capital Management |
3 |
| Hickory Point Bank & Trust |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| SNS Financial Group, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| Foster Group, Inc. |
3 |
| Boyer & Corporon Wealth Management, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
3 |
| Ramirez Asset Management, Inc. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
3 |
| Johnson Midwest Financial, LLC |
3 |
| Giverny Capital Inc. |
3 |
| McGowan Group Asset Management, Inc. |
3 |
| Revisor Wealth Management LLC |
3 |
| Glacier Peak Capital LLC |
3 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
| Goodwin Investment Advisory |
3 |
| Bahl & Gaynor Inc |
3 |
| Cooper Creek Partners Management Llc |
3 |
| Institutional Capital Llc |
3 |
| FIMSX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Income 2025 Fund |
3 |
| Generali Asset Management SPA SGR |
3 |
| Ally Financial Inc. |
3 |
| JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
3 |
| Monarch Partners Asset Management LLC |
3 |
| Gratia Capital, Llc |
3 |
| Pt Asset Management, Llc |
3 |
| West Family Investments, Inc. |
3 |
| NorthRock Partners, LLC |
3 |
| Jamison Private Wealth Management, Inc. |
3 |
| Simmons Bank |
3 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
3 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
3 |
| Li Winifred I |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
| Basepoint Wealth LLC |
3 |
| Overland Advisors, LLC |
3 |
| Hilltop Park Associates LLC |
3 |
| Custom Index Systems, Llc |
3 |
| Godsey & Gibb Associates |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Schooner Investment Group, LLC. |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
3 |
| Aperture Investors, LLC |
3 |
| GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A |
3 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
3 |
| Fourth Dimension Wealth, LLC |
3 |
| Tributary Capital Management, LLC |
3 |
| Leisure Capital Management |
3 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
3 |
| DW Partners, LP |
3 |
| Steel Peak Wealth Management LLC |
3 |
| Schwerin Boyle Capital Management Inc |
3 |
| Croft-leominster Inc |
3 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
3 |
| TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R |
3 |
| Criterion Capital Advisors, Llc |
3 |
| RiverPoint Capital Management, LLC |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
3 |
| CMT Asset Management Ltd |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| Saddle Road Partners, LLC |
3 |
| United Financial Planning Group LLC |
3 |
| Doliver Advisors, Lp |
3 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| Matisse Capital |
3 |
| Hara Capital LLC |
3 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
3 |
| AMF Pensionsforsakring AB |
3 |
| IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class |
3 |
| Clean Yield Group |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| ABS Direct Equity Fund LLC |
3 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
3 |
| Virginia Retirement System |
3 |
| Cedar Wealth Management, LLC |
3 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
3 |
| Melvin Capital Management LP |
3 |
| Oskie Capital Management, Llc |
3 |
| Evergreen Private Wealth LLC |
3 |
| Salient Capital Advisors, LLC |
3 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
3 |
| Terril Brothers, Inc. |
3 |
| FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
| RHJ International SA |
3 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
3 |
| QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
3 |
| Kore Advisors LP |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| Glazer Capital, Llc |
3 |
| IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
3 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
3 |
| Fernwood Investment Management, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| First Business Financial Services, Inc. |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| Pingora Partners LLC |
3 |
| Wiser Advisor Group LLC |
3 |
| Chemical Bank |
3 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
| Richardson Capital Management LLC |
3 |
| Nichols Asset Management LLC |
3 |
| GM Advisory Group, Inc. |
3 |
| Columbia Asset Management |
3 |
| Hyperion Capital Advisors LP |
3 |
| ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
3 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
| Tiff Advisory Services Inc |
3 |
| Fortis Group Advisors, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| 1492 Capital Management LLC |
3 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| Horizon Financial Services, Llc |
3 |
| Polymer Capital Management (HK) LTD |
3 |
| Family Management Corp |
3 |
| Tetrem Capital Management Ltd. |
3 |
| 3 Factor Indexing, Llc |
3 |
| Ayalon Holdings Ltd. |
3 |
| Portus Wealth Advisors, LLC |
3 |
| Battery Global Advisors, LLC |
3 |
| Premier Asset Management Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
| Torno Capital, Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
3 |
| Kessler Investment Group, LLC |
3 |
| GVO Asset Management Ltd |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
3 |
| ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund |
3 |
| Atalanta Sosnoff Capital, Llc |
3 |
| Greenfield Seitz Capital Management, LLC |
3 |
| First Trust High Yield Opportunities 2027 Term Fund |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
3 |
| Encompass More Asset Management |
3 |
| Claren Road Asset Management, LLC |
3 |
| First American Trust, Fsb |
3 |
| Tema Etfs Llc |
3 |
| Point Nemo Capital, LLC |
3 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
3 |
| TB Alternative Assets Ltd. |
3 |
| Paradoxiom Capital L.P. |
3 |
| Allianz Se |
3 |
| Summit Financial Wealth Advisors, LLC |
3 |
| Mitchell Mcleod Pugh & Williams Inc |
3 |
| Bulltick Wealth Management, LLC |
3 |
| Peoples Financial Services Corp. |
3 |
| Palisade Asset Management, LLC |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| Alethea Capital Management, Llc |
3 |
| Aspect Partners, LLC |
3 |
| Simply Money Advisors |
3 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
3 |
| 40 North Management LLC |
3 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
3 |
| Nvest Wealth Strategies, Inc. |
3 |
| EPG Wealth Management LLC |
3 |
| PENN SERIES FUNDS INC - Large Cap Value Fund |
3 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
3 |
| Sound Shore Management Inc /ct/ |
3 |
| Groupama Asset Managment |
3 |
| PENN SERIES FUNDS INC - Smid Cap Value Fund |
3 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
| PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
3 |
| Kingfisher Capital LLC |
3 |
| Genesis Wealth Advisors, LLC |
3 |
| Sierra Summit Advisors Llc |
3 |
| Natixis ETF Trust - Natixis Gateway Quality Income ETF |
3 |
| Verity & Verity, LLC |
3 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
| Sandell Asset Management Corp |
3 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
3 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
3 |
| Gratus Capital LLC |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF |
3 |
| Argent Trust Co |
3 |
| Highline Capital Management, L.p. |
3 |
| Wolf Group Capital Advisors |
3 |
| Risk Paradigm Group, LLC |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| IMG Wealth Management, Inc. |
3 |
| Ovata Capital Management Ltd |
3 |
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
3 |
| Gladius Capital Management LP |
3 |
| INCA Investments LLC |
3 |
| TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF |
3 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
3 |
| Security National Trust Co |
3 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
| Global Thematic Partners, LLC |
3 |
| RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
3 |
| Beach Point Capital Management LP |
3 |
| Holland Capital Management Llc |
3 |
| Trust Investment Advisors |
3 |
| CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
3 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| FEDERATED CORE TRUST - Emerging Markets Core Fund |
3 |
| Greykasell Wealth Strategies, Inc. |
3 |
| Park West Asset Management LLC |
3 |
| UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
3 |
| Pinnacle Wealth Management Advisory Group, LLC |
3 |
| VELA Funds - VELA Short Duration Fund - Class A |
3 |
| One Capital Management, LLC |
3 |
| ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
3 |
| Penseco Financial Services Corp |
3 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
3 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
3 |
| Quantedge Capital Pte Ltd |
3 |
| Vantage Investment Partners, LLC |
3 |
| Americana Partners, LLC |
3 |
| DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I |
3 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
3 |
| Nwam Llc |
3 |
| PYA Waltman Capital, LLC |
3 |
| Wall Street Access Asset Management, LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
3 |
| QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
3 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
3 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
| Boston Common Asset Management, LLC |
3 |
| Tobam |
3 |
| Terra Nova Asset Management LLC |
3 |
| Palo Capital, Inc. |
3 |
| Beacon Financial Group |
3 |
| Centre Asset Management, LLC |
3 |
| Pensionfund Sabic |
3 |
| Detwiler Fenton Investment Management LLC |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| Pensionfund DSM Netherlands |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| Gleason Group, Inc. |
3 |
| RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
3 |
| LifePlan Financial Group, Inc |
3 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
3 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
3 |
| Pegasus Partners Ltd. |
3 |
| TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
3 |
| Game Plan Financial Advisors, LLC |
3 |
| CHICAGO TRUST Co NA |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| Daiwa SB Investments Ltd. |
3 |
| Indiana Trust & Investment Management CO |
3 |
| Swarthmore Group Inc |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| Deane Retirement Strategies, Inc. |
3 |
| Dakota Wealth Management |
3 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Six Circles Trust - Six Circles Global Bond Fund |
3 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
| Focus Financial Network, Inc. |
3 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
| CrestPoint Capital Management, LLC |
3 |
| Trinity Street Asset Management LLP |
3 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
3 |
| Meristem Family Wealth, LLC |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Banced Corp |
3 |
| Wade G W & Inc |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
3 |
| First PREMIER Bank |
3 |
| Knowledge Leaders Capital, LLC |
3 |
| Norman Fields, Gottscho Capital Management, LLC |
3 |
| TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
3 |
| Mediolanum International Funds Ltd |
3 |
| Western Asset Management Company, LLC |
3 |
| Hilltop National Bank |
3 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
3 |
| First Financial Corp /in/ |
3 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
3 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
3 |
| Black Cypress Capital Management, LLC |
3 |
| First American Bank |
3 |
| Swedbank AB |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| Clough Capital Partners L P |
3 |
| POM Investment Strategies, LLC |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
3 |
| Gen-Wealth Partners Inc |
3 |
| Absolute Gestao de Investimentos Ltda. |
3 |
| Vision Retirement, LLC |
3 |
| Mosaic Financial Group, Llc |
3 |
| Kwmg, Llc |
3 |
| THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S |
3 |
| Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF |
3 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
| Schafer Cullen Capital Management Inc |
3 |
| Institutional Investment Strategy Fund |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| Concorde Asset Management, LLC |
3 |
| Mufg Securities Americas Inc. |
3 |
| INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
3 |
| Cumberland Partners Ltd |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
3 |
| Private Bank & Trust Co |
3 |
| Strategic Advisors LLC |
3 |
| Consolidated Investment Group LLC |
3 |
| SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
3 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
3 |
| HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia |
3 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
3 |
| Entrust Financial Llc |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| Stonehearth Capital Management, LLC |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI |
3 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
3 |
| Highstreet Asset Management Inc. |
3 |
| Limestone Value Partners, LLC |
3 |
| WealthTrust Fairport, LLC |
3 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| Bank & Trust Co |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
3 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
3 |
| Baltimore-Washington Financial Advisors, Inc. |
3 |
| Annex Advisory Services, LLC |
3 |
| WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
3 |
| OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares |
3 |
| MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
3 |
| Zwj Investment Counsel Inc |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| Generate Investment Management Ltd |
3 |
| JCIC Asset Management Inc. |
3 |
| Financial Sense Advisors, Inc. |
3 |
| Tygh Capital Management, Inc. |
3 |
| Massar Capital Management, LP |
3 |
| Ping Capital Management, Inc. |
3 |
| Ibex Investors LLC |
3 |
| Anchor Capital Advisors Llc |
3 |
| Crake Asset Management LLP |
3 |
| CG Asset Management LLC |
3 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
| Kellner Capital, LLC |
3 |
| Evanston Investments, Inc., dba Evanston Advisors |
3 |
| OTA Financial Group L.P. |
3 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
3 |
| Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF |
3 |
| Teton Advisors, Inc. |
3 |
| Investors Portfolio Services LLC |
3 |
| Ariadne Wealth Management, LP |
3 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
| New Wave Wealth Advisors Llc |
3 |
| Lonestar Capital Management LLC |
3 |
| ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
3 |
| OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
3 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| NCP Inc. |
3 |
| TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
3 |
| Laffer Investments |
3 |
| Quantum Capital Management |
3 |
| Legacy Wealth Partners, Inc. |
3 |
| Linden Advisors Lp |
3 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
3 |
| Nicolet Bankshares Inc |
3 |
| Mattson Financial Services, LLC |
3 |
| Constellation Wealth Advisors, LLC |
3 |
| MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund |
3 |
| Silverback Asset Management Llc |
3 |
| Markel Corp |
3 |
| Fideuram Asset Management (Ireland) dac |
3 |
| Painted Porch Advisors LLC |
3 |
| Personal Capital Advisors Corp |
3 |
| PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
3 |
| Visionary Asset Management, Inc. |
3 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
3 |
| Pacific Financial Group Inc |
3 |
| Goldentree Asset Management Lp |
3 |
| Prentiss Smith & Co Inc |
3 |
| Meramec Financial Planners, LLC |
3 |
| Lmcg Investments, Llc |
3 |
| IFC & Insurance Marketing, Inc. |
3 |
| GMNY - Goldman Sachs ETF Trust - Goldman Sachs Dynamic New York Municipal Income ETF |
3 |
| Guild Investment Management, Inc. |
3 |
| Bridges Investment Management Inc |
3 |
| Rockland Trust Co |
3 |
| Onefund, Llc |
3 |
| Estate Counselors, LLC |
3 |
| Wellington Shields & Co., LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y |
3 |
| Adams Asset Advisors, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| Madison Asset Management, LLC |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| Westwood Management Corp /il/ |
3 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| Peddock Capital Advisors, Llc |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
3 |
| Camelot Portfolios, LLC |
3 |
| Cohen & Steers, Inc. |
3 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
3 |
| Nantahala Capital Management, LLC |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| VCSMX - VALIC Co I - Small Cap Fund |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| Dfa Investment Trust Co - The Continental Small Company Series |
3 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
3 |
| GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class |
3 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
3 |
| Woodley Farra Manion Portfolio Management Inc |
3 |
| A3 Alternative Credit Fund |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
3 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| potrero capital research llc |
3 |
| IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares |
3 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
3 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
| Endurance Wealth Management, Inc. |
3 |
| FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| MU Investments Co., Ltd. |
3 |
| NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
3 |
| BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| Austin Private Wealth, LLC |
3 |
| Canada Post Corp Registered Pension Plan |
3 |
| FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
3 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
3 |
| Choate Investment Advisors |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| NMDAX - NUVEEN MULTISTATE TRUST I - Nuveen Maryland Municipal Bond Fund - Class A |
3 |
| DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
3 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
3 |
| PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares |
3 |
| PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF |
3 |
| DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
3 |
| OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
3 |
| CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
| CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
3 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
| Lederer & Associates Investment Counsel/ca |
3 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
3 |
| Lakewood Capital Management, Lp |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
3 |
| John W. Brooker & Co., CPAs |
3 |
| Capital Investment Advisors, LLC |
3 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A |
3 |
| HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares |
3 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
3 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
3 |
| Ksa Capital Management, Llc |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
3 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
3 |
| SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
3 |
| APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class |
3 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
| Clovis Capital Management Lp |
3 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
| Your Advocates Ltd., LLP |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| FGTHX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series H Advisor Class |
3 |
| FRFLX - Franklin Tax Free Trust - Franklin Florida Tax-free Income Fund Class A1 |
3 |
| FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
| Kimelman & Baird, LLC |
3 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
3 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
3 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
3 |
| BVAL - ETF Series Solutions - Brand Value ETF |
3 |
