| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
39 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
38 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
38 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
36 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
35 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
35 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
35 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
30 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
30 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
29 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
28 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
28 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
27 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
26 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
26 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
25 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
24 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
24 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
24 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
23 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
23 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
23 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
22 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
22 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
22 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
21 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
21 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
20 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
20 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
20 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
20 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
19 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
16 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
16 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
15 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
14 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
14 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
14 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
14 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
13 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
13 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
13 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
13 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
13 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
13 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| Six Circles Trust - Six Circles Global Bond Fund |
11 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
11 |
| Sonora Investment Management, LLC |
11 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
11 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
10 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
10 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
10 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
10 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
10 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
10 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
10 |
| Vanguard Group Inc |
10 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
9 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
9 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
9 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
9 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
9 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
9 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
9 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
9 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
9 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
9 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
9 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
9 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
9 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
9 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
9 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
9 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
9 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
9 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
9 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
9 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
9 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
9 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
9 |
| Vanguard Capital Management Llc |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
9 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
9 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
8 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
8 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
8 |
| Federated Hermes, Inc. |
8 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
8 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
8 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
8 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
8 |
| Jpmorgan Chase & Co |
8 |
| Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
8 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
8 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
8 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
8 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
8 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
8 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
8 |
| Invesco Bond Fund |
8 |
| Engineers Gate Manager LP |
7 |
| Susquehanna International Group, Llp |
7 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
7 |
| Goldman Sachs Group Inc |
7 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
7 |
| Legal & General Group Plc |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| New York State Common Retirement Fund |
7 |
| Arrowstreet Capital, Limited Partnership |
7 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
7 |
| Squarepoint Ops LLC |
7 |
| Simplex Trading, Llc |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| Trexquant Investment LP |
7 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
7 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
7 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
| Panagora Asset Management Inc |
7 |
| Morgan Stanley |
7 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
7 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
7 |
| Us Bancorp \de\ |
7 |
| Dimensional Fund Advisors Lp |
7 |
| Hsbc Holdings Plc |
7 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
7 |
| Geode Capital Management, Llc |
7 |
| Marshall Wace, Llp |
7 |
| State of Tennessee, Treasury Department |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
7 |
| SG Americas Securities, LLC |
7 |
| Charles Schwab Investment Management Inc |
7 |
| Two Sigma Advisers, Lp |
7 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
7 |
| Principal Financial Group Inc |
7 |
| Quantbot Technologies LP |
7 |
| PDT Partners, LLC |
7 |
| Bnp Paribas Arbitrage, Sa |
7 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
7 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
7 |
| Prudential Financial Inc |
7 |
| Cubist Systematic Strategies, LLC |
7 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
7 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
7 |
| Northern Trust Corp |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
7 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
7 |
| Verition Fund Management LLC |
7 |
| Alliancebernstein L.p. |
7 |
| Meeder Asset Management Inc |
7 |
| Bank of New York Mellon Corp |
7 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
7 |
| Aqr Capital Management Llc |
7 |
| Bridgeway Capital Management Inc |
7 |
| UBS Group AG |
7 |
| Gsa Capital Partners Llp |
7 |
| Voya Investment Management Llc |
7 |
| American International Group, Inc. |
7 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
| Bank Of Montreal /can/ |
7 |
| Bank Of America Corp /de/ |
7 |
| Citigroup Inc |
7 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
7 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
7 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
7 |
| Victory Capital Management Inc |
7 |
| Rhumbline Advisers |
7 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
7 |
| Deutsche Bank Ag\ |
7 |
| Tower Research Capital LLC (TRC) |
7 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
7 |
| Fifth Third Bancorp |
7 |
| Millennium Management Llc |
7 |
| Parametric Portfolio Associates Llc |
7 |
| Ubs Asset Management Americas Inc |
7 |
| Ameriprise Financial Inc |
7 |
| Barclays Plc |
7 |
| Renaissance Technologies Llc |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
7 |
| IFP Advisors, Inc |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
7 |
| D. E. Shaw & Co., Inc. |
7 |
| Price T Rowe Associates Inc /md/ |
7 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
7 |
| Jane Street Group, Llc |
7 |
| Neuberger Berman Group LLC |
7 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
7 |
| Citadel Advisors Llc |
7 |
| California State Teachers Retirement System |
7 |
| Strs Ohio |
7 |
| Fmr Llc |
7 |
| Royal Bank Of Canada |
7 |
| Campbell & CO Investment Adviser LLC |
7 |
| State Street Corp |
7 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
7 |
| Wells Fargo & Company/mn |
7 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
7 |
| Credit Suisse Ag/ |
7 |
| Metropolitan Life Insurance Co/ny |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
7 |
| Group One Trading, L.p. |
7 |
| Invesco Ltd. |
7 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| Clear Street Markets Llc |
7 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
7 |
| BlackRock, Inc. |
7 |
| Creative Planning |
7 |
| Balyasny Asset Management Llc |
7 |
| Walleye Trading LLC |
7 |
| Dynamic Technology Lab Private Ltd |
7 |
| Wellington Management Group Llp |
7 |
| Prelude Capital Management, Llc |
7 |
| California Public Employees Retirement System |
7 |
| Acadian Asset Management Llc |
7 |
| Two Sigma Investments, Lp |
7 |
| Los Angeles Capital Management Llc |
7 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
7 |
| Mackay Shields Llc |
6 |
| Oxford Asset Management Llp |
6 |
| Public Sector Pension Investment Board |
6 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
6 |
| Huntington National Bank |
6 |
| Comerica Bank |
6 |
| Quadrant Capital Group Llc |
6 |
| Occudo Quantitative Strategies Lp |
6 |
| Farther Finance Advisors, LLC |
6 |
| Ubs Ag |
6 |
| BlackRock Investment Management, LLC |
6 |
| PEAK6 Investments LLC |
6 |
| Proequities, Inc. |
6 |
| Paloma Partners Management Co |
6 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
6 |
| Regions Financial Corp |
6 |
| Walleye Capital LLC |
6 |
| Raymond James Financial Inc |
6 |
| Northwestern Mutual Wealth Management Co |
6 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
6 |
| Hancock Whitney Corp |
6 |
| Kcg Holdings, Inc. |
6 |
| Advisor Group Holdings, Inc. |
6 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
6 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
6 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
6 |
| Rafferty Asset Management, LLC |
6 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
| Nuveen Asset Management, LLC |
6 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| Y-Intercept (Hong Kong) Ltd |
6 |
| A.R.T. Advisors, LLC |
6 |
| Graham Capital Management, L.P. |
6 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
6 |
| Caption Management, LLC |
6 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
6 |
| Wipfli Financial Advisors Llc, |
6 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
6 |
| ProShare Advisors LLC |
6 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
6 |
| Berman Capital Advisors, LLC |
6 |
| Raymond James & Associates |
6 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
6 |
| Brandywine Global Investment Management, LLC |
6 |
| Bailard, Inc. |
6 |
| Parallax Volatility Advisers, L.P. |
6 |
| Petrus Trust Company, LTA |
6 |
| Tiaa Cref Investment Management Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
| Man Group plc |
6 |
| Jones Financial Companies Lllp |
6 |
| Guggenheim Capital Llc |
6 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
6 |
| Tudor Investment Corp Et Al |
6 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
6 |
| Gotham Asset Management, LLC |
6 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
6 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
6 |
| Point72 Hong Kong Ltd |
6 |
| Cwm, Llc |
6 |
| Franklin Resources Inc |
6 |
| Thrivent Financial For Lutherans |
6 |
| Jump Financial, LLC |
6 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
6 |
| Lazard Asset Management Llc |
6 |
| American Century Companies Inc |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
6 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
6 |
| Lindbrook Capital, Llc |
6 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
6 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
6 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
6 |
| XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF |
6 |
| BlackRock Institutional Trust Company, N.A. |
6 |
| MetLife Investment Management, LLC |
6 |
| CoreCap Advisors, LLC |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
6 |
| SBI Securities Co., Ltd. |
6 |
| Bogle Investment Management L P /de/ |
6 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
6 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
6 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
| Quadrature Capital Ltd |
6 |
| Signaturefd, Llc |
6 |
| Cutler Group LP |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| New York State Teachers Retirement System |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
6 |
| Wolverine Trading, Llc |
6 |
| Janus Henderson Group Plc |
6 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
6 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
6 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
6 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
6 |
| Russell Investments Group, Ltd. |
6 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
6 |
| Vanguard Fiduciary Trust Co |
6 |
| State of Wyoming |
6 |
| Quarry LP |
6 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
6 |
| EverSource Wealth Advisors, LLC |
6 |
| Allworth Financial LP |
6 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
6 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
6 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
6 |
| Canada Pension Plan Investment Board |
6 |
| Empowered Funds, LLC |
6 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
| Janney Montgomery Scott LLC |
6 |
| Guggenheim Active Allocation Fund |
6 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
6 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
6 |
| Vanguard Portfolio Management Llc |
6 |
| Polar Asset Management Partners Inc. |
6 |
| Parallel Advisors, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
6 |
| Arizona State Retirement System |
6 |
| Vanguard Global Advisers, LLC |
6 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
6 |
| Marshall Wace North America L.P. |
6 |
| Quantinno Capital Management LP |
6 |
| ExodusPoint Capital Management, LP |
6 |
| First Eagle Investment Management, LLC |
6 |
| Raymond James Financial Services Advisors, Inc. |
6 |
| Public Employees Retirement System Of Ohio |
6 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
| RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares |
6 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
6 |
| Allspring Global Investments Holdings, LLC |
6 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
6 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
6 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
6 |
| Hrt Financial Lp |
6 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
6 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
6 |
| North Star Investment Management Corp. |
6 |
| Ladenburg Thalmann Financial Services Inc |
6 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
6 |
| State Of Wisconsin Investment Board |
6 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
6 |
| Amalgamated Bank |
6 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
6 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
6 |
| Zacks Investment Management |
6 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
6 |
| Nisa Investment Advisors, Llc |
6 |
| Coldstream Capital Management Inc |
6 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
6 |
| Nationwide Fund Advisors |
6 |
| Vident Investment Advisory, LLC |
6 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| Rockefeller Capital Management L.P. |
6 |
| Russell Frank Co/ |
6 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
6 |
| Dark Forest Capital Management Lp |
6 |
| Amalgamated Financial Corp. |
6 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
6 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
6 |
| IndexIQ Advisors LLC |
6 |
| MetLife Securities, Inc |
6 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
6 |
| VCBDX - VALIC Co I - Core Bond Fund |
6 |
| Aquatic Capital Management LLC |
6 |
| Transamerica Financial Advisors, Inc. |
6 |
| BlackRock Group LTD |
6 |
| BlackRock Fund Advisors |
6 |
| Advisory Services Network, LLC |
6 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
6 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
6 |
| GWM Advisors LLC |
6 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
6 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
6 |
| Jefferies Group LLC |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| Great West Life Assurance Co /can/ |
6 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
6 |
| Captrust Financial Advisors |
6 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
6 |
| XTX Topco Ltd |
6 |
| Sei Investments Co |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| Corton Capital Inc. |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
6 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
6 |
| BlackRock Advisors LLC |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| State Board Of Administration Of Florida Retirement System |
6 |
| Harbour Investments, Inc. |
6 |
| Nomura Holdings Inc |
6 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
6 |
| Swiss National Bank |
6 |
| First Trust Advisors Lp |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
6 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
| Glenmede Trust Co Na |
6 |
| Teacher Retirement System Of Texas |
6 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
6 |
| Cadence Capital Management Llc |
6 |
| Essential Partners LLC |
5 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
5 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
5 |
| Blair William & Co/il |
5 |
| Acrospire Investment Management LLC |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
| Algert Global Llc |
5 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
5 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
5 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
| Globeflex Capital L P |
5 |
| Mutual Of America Capital Management Llc |
5 |
| Spark Investment Management LLC |
5 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| Ellington Management Group Llc |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| Penserra Capital Management LLC |
5 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
5 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
5 |
| Fox Run Management, L.l.c. |
5 |
| Stevens Capital Management Lp |
5 |
| National Asset Management, Inc. |
5 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
5 |
| Blueshift Asset Management, LLC |
5 |
| KBC Group NV |
5 |
| Virtu Financial LLC |
5 |
| Connor, Clark & Lunn Investment Management Ltd. |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| CenterBook Partners LP |
5 |
| Vestcor Inc |
5 |
| Credit Agricole S A |
5 |
| Ci Investments Inc. |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Stifel Financial Corp |
5 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
5 |
| Atom Investors LP |
5 |
| Gilder Gagnon Howe & Co Llc |
5 |
| QS Investors, LLC |
5 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
5 |
| Qube Research & Technologies Ltd |
5 |
| Gabelli Funds Llc |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
5 |
| Centiva Capital, LP |
5 |
| Ancora Advisors, LLC |
5 |
| Magnetar Financial LLC |
5 |
| GAMMA Investing LLC |
5 |
| Salem Investment Counselors Inc |
5 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
5 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
5 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
5 |
| Natixis |
5 |
| Diversified Trust Co |
5 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
5 |
| Skopos Labs, Inc. |
5 |
| ClariVest Asset Management LLC |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
5 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
5 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
5 |
| Ajo, Lp |
5 |
| Navellier & Associates Inc |
5 |
| LS Investment Advisors, LLC |
5 |
| Quantamental Technologies LLC |
5 |
| Ellevest, Inc. |
5 |
| Larson Financial Group LLC |
5 |
| Boothbay Fund Management, Llc |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
5 |
| Fund 1 Investments, LLC |
5 |
| Louisiana State Employees Retirement System |
5 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Laurion Capital Management LP |
5 |
| C M Bidwell & Associates Ltd |
5 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
5 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
| Glassman Wealth Services |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| Sterling Capital Management LLC |
5 |
| Armistice Capital, Llc |
5 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
5 |
| Alpha DNA Investment Management LLC |
5 |
| Truist Financial Corp |
5 |
| Oppenheimer Funds Inc |
5 |
| Thompson Davis & Co., Inc. |
5 |
| Lombard Odier Asset Management (USA) Corp |
5 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
5 |
| Financial Management Professionals, Inc. |
5 |
| Highbridge Capital Management Llc |
5 |
| Mason Street Advisors, Llc |
5 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
5 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
5 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
5 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
5 |
| Aigen Investment Management, Lp |
5 |
| Advisor Group, Inc. |
5 |
| Putnam Investments Llc |
5 |
| PEAK6 Investments, L.P. |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| Maverick Capital Ltd |
5 |
| Spire Wealth Management |
5 |
| HAP Trading, LLC |
5 |
| Mariner, LLC |
5 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
5 |
| Ensign Peak Advisors, Inc |
5 |
| Synovus Financial Corp |
5 |
| Numeric Investors Llc |
5 |
| J. Goldman & Co LP |
5 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
5 |
| Point72 Asia (Singapore) Pte. Ltd. |
5 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
5 |
| Whittier Trust Co |
5 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
5 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
5 |
| SJS Investment Consulting Inc. |
5 |
| Menta Capital Llc |
5 |
| Versor Investments LP |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
5 |
| Covestor Ltd |
5 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
5 |
| Teachers Retirement System Of The State Of Kentucky |
5 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
5 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
5 |
| Wolverine Asset Management Llc |
5 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
5 |
| American Portfolios Advisors |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
5 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
5 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
5 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Assenagon Asset Management S.A. |
5 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
| Sowell Financial Services LLC |
5 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
5 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
5 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
5 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
5 |
| Quest Partners LLC |
5 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| Shellback Capital, LP |
5 |
| Yorktown Management & Research Co Inc |
5 |
| Wedge Capital Management L L P/nc |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
5 |
| Schroder Investment Management Group |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
5 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
5 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
5 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
5 |
| Tsfg, Llc |
5 |
| Capital World Investors |
5 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| Deere & Co |
5 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
5 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
5 |
| Two Sigma Securities, Llc |
5 |
| Aperio Group, LLC |
5 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
5 |
| Eagle Asset Management Inc |
5 |
| SRS Capital Advisors, Inc. |
5 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| Pacer Advisors, Inc. |
5 |
| Bessemer Group Inc |
5 |
| XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
5 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| Allianz Asset Management GmbH |
5 |
| Capstone Asset Management Co |
5 |
| Emerald Advisers, Llc |
5 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
5 |
| CIBC Private Wealth Group, LLC |
5 |
| Calamos Advisors LLC |
5 |
| Texas Permanent School Fund |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Riverhead Capital Management Llc |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
5 |
| Denali Advisors Llc |
5 |
| Schonfeld Strategic Advisors LLC |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| True Wealth Design, LLC |
5 |
| Mackenzie Financial Corp |
5 |
| CenterStar Fund, LLC |
5 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
5 |
| Nuveen, LLC |
5 |
| CI Private Wealth, LLC |
5 |
| Private Management Group Inc |
5 |
| Levin Capital Strategies, L.p. |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| Global Retirement Partners, LLC |
5 |
| Rothschild Investment Llc |
5 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
| Federation des caisses Desjardins du Quebec |
5 |
| MAI Capital Management |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
5 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
5 |
| Nkcfo Llc |
5 |
| Profund Advisors Llc |
5 |
| LPL Financial LLC |
5 |
| Commonwealth Equity Services, Llc |
5 |
| Truvestments Capital Llc |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| Axa S.a. |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| Jefferies Financial Group Inc. |
5 |
| Macquarie Group Ltd |
5 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
5 |
| Versant Capital Management, Inc |
5 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
| VTL Associates, LLC |
5 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
5 |
| Headlands Technologies LLC |
5 |
| New York Life Investment Management Llc |
5 |
| Brown Brothers Harriman & Co |
5 |
| Bayesian Capital Management, LP |
5 |
| Advisors Preferred, LLC |
5 |
| Piedmont Investment Advisors Llc |
5 |
| Alps Advisors Inc |
5 |
| RidgeWorth Capital Management LLC |
5 |
| Corebridge Financial, Inc. |
5 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
5 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| AMP Capital Investors Ltd |
5 |
| PineBridge Investments, L.P. |
5 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
5 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| Catalyst Funds Management Pty Ltd |
5 |
| Optiver Holding B.V. |
5 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
5 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
5 |
| Dorsey Wright & Associates |
5 |
| Oppenheimer & Co Inc |
5 |
| Capital Fund Management S.a. |
5 |
| Alphacrest Capital Management Llc |
5 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
5 |
| Teachers Advisors, Llc |
5 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
5 |
| Norges Bank |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| Wakefield Asset Management LLLP |
4 |
| Hantz Financial Services, Inc. |
4 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
4 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
4 |
| Turner Investments, L.p. |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Keating Financial Advisory Services, Inc. |
4 |
| Evoke Wealth, Llc |
4 |
| Vantage Consulting Group Inc |
4 |
| Picton Mahoney Asset Management |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| Cinctive Capital Management LP |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| Macroview Investment Management Llc |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| Fortitude Family Office, LLC |
4 |
| Investors Portfolio Services LLC |
4 |
| Nomura Asset Management Co Ltd |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
4 |
| Rothschild Asset Management Inc |
4 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| EA Series Trust |
4 |
| Managed Account Advisors Llc |
4 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
| Woodline Partners LP |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| Raleigh Capital Management Inc. |
4 |
| Intech Investment Management Llc |
4 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| RBF Capital, LLC |
4 |
| Martingale Asset Management L P |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| Great Lakes Advisors, Llc |
4 |
| Brevan Howard Capital Management LP |
4 |
| Centaurus Financial, Inc. |
4 |
| Reynolds Capital Management Llc |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
4 |
| UniSuper Management Pty Ltd |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| Legato Capital Management LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| Clearbridge Investments, LLC |
4 |
| Trustcore Financial Services, Llc |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| Crewe Advisors LLC |
4 |
| Kennedy Capital Management, Inc. |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Asset Dedication, LLC |
4 |
| SkyView Investment Advisors, LLC |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
| GV Financial Advisors |
4 |
| Bridgefront Capital, LLC |
4 |
| WFG Advisors, LP |
4 |
| North Fourth Asset Management, LP |
4 |
| FDx Advisors, Inc. |
4 |
| Bollard Group LLC |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
4 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
4 |
| James Investment Research Inc |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| Enterprise Financial Services Corp |
4 |
| Princeton Alpha Management LP |
4 |
| Vontobel Holding Ltd. |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
4 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
4 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
4 |
| New England Securities Corp /MA/ |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
4 |
| Parkwood LLC |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Umb Bank N A/mo |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| Rehmann Capital Advisory Group |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| Kore Private Wealth LLC |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| Chartwell Investment Partners, Llc |
4 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
4 |
| TD Capital Management LLC |
4 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
4 |
| Rotella Capital Management, Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| SpiderRock Trading LLC |
4 |
| Islay Capital Management, Llc |
4 |
| Carillon Tower Advisers, Inc. |
4 |
| Suntrust Banks Inc |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| Tcwp Llc |
4 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| Carolina Wealth Advisors, LLC |
4 |
| NumerixS Investment Technologies Inc |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Venture Visionary Partners LLC |
4 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| NewSquare Capital LLC |
4 |
| Point72 Asset Management, L.P. |
4 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| Royce & Associates Lp |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| Geneos Wealth Management Inc. |
4 |
| Hussman Strategic Advisors, Inc. |
4 |
| First Mercantile Trust Co |
4 |
| AlphaMark Advisors, LLC |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
| Chimera Capital Management LLC |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
| Money Concepts Capital Corp |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| Baird Financial Group, Inc. |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| Venturi Wealth Management, LLC |
4 |
| Grandview Asset Management LLC |
4 |
| Caxton Associates Llp |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Ergoteles LLC |
4 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
4 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Optimum Investment Advisors |
4 |
| CWM Advisors, LLC |
4 |
| Oregon Public Employees Retirement Fund |
4 |
| Nations Financial Group Inc, /ia/ /adv |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
| Portolan Capital Management, LLC |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| Spot Trading L.L.C |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| NEXT Financial Group, Inc |
4 |
| National Bank Of Canada /fi/ |
4 |
| Cedar Mountain Advisors, LLC |
4 |
| Allegis Investment Advisors, LLC |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
4 |
| Private Advisor Group, LLC |
4 |
| Td Asset Management Inc |
4 |
| USA Financial Portformulas Corp |
4 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| Seven Eight Capital, Lp |
4 |
| Point72 Middle East FZE |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| DRW Securities, LLC |
4 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
4 |
| VANGUARD ASSET MANAGEMENT, Ltd |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
4 |
| Crestwood Advisors Group LLC |
4 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| Retirement Systems of Alabama |
4 |
| Barings Llc |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| Hodges Capital Management Inc. |
4 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| Pinnacle Associates Ltd |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
4 |
| SageView Advisory Group, LLC |
4 |
| First Quadrant L P/ca |
4 |
| Bangor Savings Bank |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| Junto Capital Management LP |
4 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
| Bank Of Nova Scotia |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| Advisors Asset Management, Inc. |
4 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
4 |
| Savant Capital, LLC |
4 |
| Wealthspire Advisors, L.P. |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
4 |
| SAC Capital Advisors LP |
4 |
| Parkside Financial Bank & Trust |
4 |
| Index Management Solutions, LLC |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| United Services Automobile Association |
4 |
| Atika Capital Management LLC |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| Sound Income Strategies, LLC |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| M&g Investment Management Ltd |
4 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
| Balter Liquid Alternatives, LLC |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| Amundi |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
4 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
4 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
| Munder Capital Management |
4 |
| Sei Trust Co |
4 |
| Jupiter Asset Management Ltd |
4 |
| Cable Hill Partners, LLC |
4 |
| Sigma Planning Corp |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Emerald Acquisition Ltd. |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| Passport Capital, LLC |
4 |
| Dynamic Advisor Solutions LLC |
4 |
| Clearbridge, Llc |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
4 |
| Earnest Partners Llc |
4 |
| Formula Growth Ltd |
4 |
| Vanguard Investments Australia, Ltd. |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| Westfield Capital Management Co Lp |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| MTM Investment Management, LLC |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
4 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| Kentucky Retirement Systems |
4 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
4 |
| Brown Advisory Inc |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| Jacobi Capital Management LLC |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| Howe & Rusling Inc |
4 |
| Etf Managers Group, Llc |
4 |
| Exchange Traded Concepts, Llc |
4 |
| Icon Advisers Inc/co |
4 |
| Caxton Associates Lp |
4 |
| Aviva Plc |
4 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
| Cribstone Capital Management, LLC |
4 |
| Nbc Securities, Inc. |
4 |
| Inceptionr Llc |
4 |
| Fisher Asset Management, LLC |
4 |
| SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
4 |
| Apollon Wealth Management, LLC |
4 |
| Jennison Associates Llc |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Alberta Investment Management Corp |
4 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| First Hawaiian Bank |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
| Warren Averett Asset Management, LLC |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| Avantax Planning Partners, Inc. |
4 |
| Hartland & Co., LLC |
4 |
| Pathstone Holdings, LLC |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| Quent Capital, LLC |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
4 |
| Elkfork Partners LLC |
4 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
4 |
| First Capital Advisors Group, LLC. |
4 |
| Teza Capital Management LLC |
4 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
4 |
| Interval Partners, LP |
4 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
4 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| Mason Street Advisors, Llc |
4 |
| 1620 Investment Advisors, Inc. |
4 |
| Zions Bancorporation, N.A. |
4 |
| CENTRAL TRUST Co |
4 |
| Voloridge Investment Management, Llc |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| Affinity Investment Advisors, Llc |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| Gemmer Asset Management LLC |
4 |
| Eaton Vance Management |
4 |
| Maven Securities LTD |
4 |
| Everence Capital Management Inc |
4 |
| HHM Wealth Advisors, LLC |
4 |
| Element Capital Management Llc |
4 |
| Axq Capital, Lp |
4 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
4 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
4 |
| Yousif Capital Management, Llc |
4 |
| Wealthcare Capital Management Llc |
4 |
| Farmers & Merchants Investments Inc |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
4 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
4 |
| Capital Performance Advisors Llp |
4 |
| MUFG Americas Holdings Corp |
4 |
| Cambria Investment Management, L.P. |
4 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
4 |
| AE Wealth Management LLC |
4 |
| Proficio Capital Partners LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
4 |
| EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
4 |
| Glen Harbor Capital Management LLC |
4 |
| Shay Capital LLC |
4 |
| AdvisorNet Financial, Inc |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| Intellectus Partners, LLC |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| Airain ltd |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| Eqis Capital Management, Inc. |
4 |
| Summit Global Investments |
4 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
4 |
| Assured Investment Management LLC |
4 |
| Lord, Abbett & Co. Llc |
4 |
| Toth Financial Advisory Corp |
4 |
| Alpine Global Management, LLC |
4 |
| Private Capital Group, LLC |
4 |
| Root Financial Partners, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| Nebula Research & Development LLC |
4 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
4 |
| LKFIX - LKCM Funds - LKCM Fixed Income Fund |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Pinnacle Bancorp, Inc. |
4 |
| Concentric Capital Strategies, LP |
4 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| Toronto Dominion Bank |
4 |
| Capstone Investment Advisors, Llc |
4 |
| BlackRock Japan Co. Ltd |
4 |
| Snowden Capital Advisors LLC |
4 |
| Sawtooth Solutions, LLC |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
4 |
| Assetmark, Inc |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Lido Advisors, LLC |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| Bfsg, Llc |
4 |
| Cresset Asset Management, LLC |
4 |
| Atlantic Trust, LLC |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| Td Private Client Wealth Llc |
4 |
| Smith Asset Management Group Lp |
4 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
4 |
| Gallacher Capital Management LLC |
4 |
| Wealthfront Inc |
4 |
| McIlrath & Eck, LLC |
4 |
| Hennessy Advisors Inc |
4 |
| Smartleaf Asset Management LLC |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| Prospera Financial Services Inc |
4 |
| Resources Investment Advisors, LLC. |
4 |
| Driehaus Capital Management Llc |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
4 |
| Castleark Management Llc |
4 |
| State of Alaska, Department of Revenue |
4 |
| Hudson Bay Capital Management LP |
4 |
| Csenge Advisory Group |
4 |
| Tcw Group Inc |
4 |
| K2 Principal Fund, L.p. |
4 |
| Manchester Capital Management LLC |
4 |
| K.J. Harrison & Partners Inc |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| Janus Capital Management Llc |
4 |
| Belpointe Asset Management LLC |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| Spouting Rock Asset Management, LLC |
4 |
| Bank Julius Baer & Co. Ltd, Zurich |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| BBT Capital Management, LLC |
4 |
| SG3 Management, LLC |
4 |
| JustInvest LLC |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| Focused Wealth Management, Inc |
4 |
| Eudaimonia Partners, LLC |
4 |
| Front Row Advisors LLC |
4 |
| GAM Holding AG |
4 |
| Northern Trust Co Of Connecticut |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| Winton Capital Group Ltd |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Maryland State Retirement & Pension System |
4 |
| Prescott Group Capital Management, L.l.c. |
4 |
| Salomon & Ludwin, LLC |
4 |
| Scopus Asset Management, L.p. |
4 |
| Colonial Trust Co / SC |
4 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
4 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| Timber Hill LLC |
4 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| Hutchin Hill Capital, LP |
4 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
4 |
| Paradigm Asset Management Co Llc |
4 |
| Renaissance Group Llc |
4 |
| Wealthspire Advisors, LLC |
4 |
| Klp Kapitalforvaltning As |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| Hbk Investments L P |
4 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
4 |
| First New York Securities Llc /ny |
4 |
| Romano Brothers And Company |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
4 |
| First Horizon Advisors, Inc. |
4 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
4 |
| FNY Managed Accounts LLC |
4 |
| Carlson Capital L P |
4 |
| GLG Partners LP |
4 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| Visium Asset Management, LP |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| Hilltop Holdings Inc. |
4 |
| Veriti Management LLC |
4 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
4 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
4 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
4 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| Envestnet Asset Management Inc |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
4 |
| Loomis Sayles & Co L P |
4 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| Boston Partners |
4 |
| Activest Wealth Management |
4 |
| Point72 (DIFC) Ltd |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| Burney Co/ |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| First Allied Advisory Services, Inc. |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| VestGen Advisors, LLC |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| Old Mission Capital Llc |
3 |
| Amerivest Investment Management LLC |
3 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
| United Capital Financial Advisers, Llc |
3 |
| Artisan Partners Limited Partnership |
3 |
| Ankerstar Wealth, LLC |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Invictus RG |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| Belmont Global Advisors, Inc. |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Fort, L.p. |
3 |
| Polar Capital LLP |
3 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| PFG Investments, LLC |
3 |
| Suvretta Capital Management, Llc |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| Zions Bancorporation |
3 |
| Zrc Wealth Management, Llc |
3 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
3 |
| Maplelane Capital, Llc |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| Securian Asset Management, Inc |
3 |
| Virtus ETF Advisers LLC |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| Twin Tree Management, LP |
3 |
| Tlp Group Llc |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| Two Creeks Capital Management, LP |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| HighTower Advisors, LLC |
3 |
| Cibc World Markets Corp |
3 |
| Edgestream Partners, L.P. |
3 |
| Kemnay Advisory Services Inc. |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Cambridge Trust Co |
3 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
3 |
| Fred Alger Management, Llc |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Allstate Corp |
3 |
| Ubs Oconnor Llc |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| Buckhead Capital Management Llc |
3 |
| Sciencast Management LP |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| Tyvor Capital LLC |
3 |
| Greenwood Capital Associates Llc |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| Thrax Management, LLC |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Green Square Capital Advisors Llc |
3 |
| Park Avenue Institutional Advisers LLC |
3 |
| Ropes Wealth Advisors Llc |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Advocacy Wealth Management Services, LLC |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Euclid Advisors LLC |
3 |
| JS Capital Management LLC |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| Mml Investors Services, Llc |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
3 |
| New Mexico Educational Retirement Board |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| Westpac Banking Corp |
3 |
| Dubuque Bank & Trust Co |
3 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
3 |
| Cahill Financial Advisors Inc |
3 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Capula Management Ltd |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| First Personal Financial Services |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| M&t Bank Corp |
3 |
| NatWest Group plc |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
3 |
| Cleararc Capital Inc |
3 |
| Schonfeld Group Holdings LLC |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| Fort Point Capital Partners LLC |
3 |
| AHL Partners LLP |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| EverPoint Asset Management, LLC |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| Handelsbanken Fonder AB |
3 |
| Alphadyne Asset Management, LLC |
3 |
| Tiverton Asset Management Llc |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| Veritable, L.P. |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
3 |
| Cantab Capital Partners LLP |
3 |
| Boston Private Wealth Llc |
3 |
| CWA Asset Management Group, LLC |
3 |
| Friess Associates Llc |
3 |
| Johnson Investment Counsel Inc |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| Prudential Plc |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| William Blair Investment Management, Llc |
3 |
| Readystate Asset Management Lp |
3 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
3 |
| Palisade Capital Management Llc/nj |
3 |
| Railway Pension Investments Ltd |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| Dogwood Wealth Management LLC |
3 |
| Numerai GP LLC |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| Placemark Investments, Inc. |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
3 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| Jane Street Holding, LLC |
3 |
| Cornerstone Planning Group LLC |
3 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
3 |
| FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio |
3 |
| NuWave Investment Management, LLC |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| Man Investments Ltd |
3 |
| AlphaCore Capital LLC |
3 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
3 |
| Twin Capital Management Inc |
3 |
| LGT Financial Advisors LLC |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| Harwood Advisory Group, LLC |
3 |
| Alerus Financial Na |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| Bellwether Investment Group, LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| Grey Fox Wealth Advisors, LLC |
3 |
| Philadelphia Trust Co |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| Samlyn Capital, Llc |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Hilton Head Capital Partners, LLC |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
3 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
3 |
| Kepos Capital LP |
3 |
| Savior LLC |
3 |
| Corient Capital Partners, LLC |
3 |
| Xact Kapitalforvaltning AB |
3 |
| StoneX Group Inc. |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| Chesley Taft & Associates LLC |
3 |
| FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
3 |
| Simon Quick Advisors, Llc |
3 |
| First Command Bank |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| First Command Financial Services, Inc. |
3 |
| Mascoma Wealth Management LLC |
3 |
| Park Place Capital Corp |
3 |
| AGF Investments LLC |
3 |
| Harbor Investment Advisory, Llc |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
3 |
| Radnor Capital Management, LLC |
3 |
| Soros Fund Management Llc |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| Herndon Capital Management Llc |
3 |
| Allstate Investment Management Co |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| FNY Partners Fund LP |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
3 |
| Columbia Partners L L C Investment Management |
3 |
| Amtrust Financial Services, Inc. |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| JJJ Advisors Inc. |
3 |
| Vanguard World Fund |
3 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
3 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
3 |
| Financial Advisors Network, Inc. |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| Symmetry Partners, LLC |
3 |
| Meridian Wealth Management, LLC |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| Eisler Capital (US) LLC |
3 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
| Empirical Finance, LLC |
3 |
| Cerity Partners LLC |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
| Lee Financial Co |
3 |
| Cornercap Investment Counsel Inc |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| Independent Advisor Alliance |
3 |
| Banco Santander, S.A. |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
3 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| Todd Asset Management Llc |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| IHT Wealth Management, LLC |
3 |
| Level Four Advisory Services, Llc |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Tyers Asset Management LLC |
3 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
3 |
| Park Avenue Securities Llc |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| Honeycomb Asset Management LP |
3 |
| Qsemble Capital Management, LP |
3 |
| R&F Capital Advisors LP |
3 |
| Cigna Investments Inc /new |
3 |
| WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
| IFM Investors Pty Ltd |
3 |
| Bleakley Financial Group, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| Alta Capital Management Llc/ |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
3 |
| Omnia Family Wealth, LLC |
3 |
| Storebrand Asset Management As |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| RFP Financial Group LLC |
3 |
| SpiderRock Advisors, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
| Westside Investment Management, Inc. |
3 |
| Stephens Consulting, LLC |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
3 |
| Achmea Investment Management B.V. |
3 |
| Seizert Capital Partners, Llc |
3 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| BDO Wealth Advisors, LLC |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| Wetherby Asset Management Inc |
3 |
| Pendal Group Ltd |
3 |
| Tocqueville Asset Management L.p. |
3 |
| Tiaa, Fsb |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
3 |
| Freestone Grove Partners LP |
3 |
| Ferris Capital, Llc |
3 |
| Capital Bank & Trust Co |
3 |
| Amussen Hunsaker Associates Llc |
3 |
| AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
3 |
| ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| Bogart Wealth, LLC |
3 |
| Donoghue Forlines LLC |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
3 |
| AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
3 |
| Valeo Financial Advisors, LLC |
3 |
| Standard Life Aberdeen plc |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares |
3 |
| Cerebellum GP, LLC |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
3 |
| GFS Advisors, LLC |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| Price Wealth Management, Inc. |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Brewin Dolphin Ltd |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| Global Trust Asset Management, LLC |
3 |
| Vanguard Index Funds |
3 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| Quantitative Investment Management, LLC |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| Johnson Financial Group, Inc. |
3 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
3 |
| Advisor Partners Ii, Llc |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| Eisler Capital Management Ltd. |
3 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
| Czech National Bank |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| Smithfield Trust Co |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
3 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| Havemeyer Place LP |
3 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| Chicago Equity Partners Llc |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| Advisory Research Inc |
3 |
| Geneva Advisors, LLC |
3 |
| Motco |
3 |
| HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
3 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| Owl Creek Wealth Partners LLC |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
3 |
| Axxcess Wealth Management, Llc |
3 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| Peak6 Llc |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
3 |
| Daiwa Securities Group Inc. |
3 |
| WESPAC Advisors, LLC |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| Gabelli Dividend & Income Trust |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| Scarborough Advisors, LLC |
3 |
| Bartlett & Co. LLC |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| Ibex Investors LLC |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
3 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
3 |
| Ardevora Asset Management LLP |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
3 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
3 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
3 |
| Farringdon Capital, Ltd. |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
3 |
| State Farm Mutual Fund Trust |
3 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| Profunds - Profund Vp Bull |
3 |
| State Farm Variable Product Trust |
3 |
| Rossby Financial, LCC |
3 |
| Profunds - Profund Vp Consumer Services |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Profunds - Profund Vp Large-cap Value |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
3 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
3 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
3 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
3 |
| First Citizens Bank & Trust Co |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| Royce Value Trust Inc |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| Triasima Portfolio Management inc. |
3 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
3 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| Wedbush Securities Inc |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
3 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
3 |
| ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Cca Investments Trust |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| Penn Capital Management Co Inc |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
3 |
| First National Trust Co |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| Grimes & Company, Inc. |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class |
3 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
3 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
| Vise Technologies, Inc. |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
3 |
| RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
3 |
| Sandy Spring Bank |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
3 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
| Jain Global LLC |
3 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| Hughes Financial Services, LLC |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| Banque Pictet & Cie Sa |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
| L.m. Kohn & Company |
3 |
| Wexford Capital Lp |
3 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A |
3 |
| Jfs Wealth Advisors, Llc |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| LMR Partners LLP |
3 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
| Leonteq Securities AG |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Beacon Capital Management, LLC |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| Checchi Capital Advisers, LLC |
3 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
| Seacrest Wealth Management, Llc |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Manning & Napier Group, LLC |
3 |
| Calton & Associates, Inc. |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| CenterStar Asset Management, LLC |
3 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| Argentarii, LLC |
3 |
| Trilogy Capital Inc. |
3 |
| Squar Milner Financial Services Llc |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| EHP Funds Inc. |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Gryphon Financial Partners LLC |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| Worm Capital, Llc |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Redwood Investment Management, Llc |
3 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
| Mutual Advisors, LLC |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| Kaizen Advisory, Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Fiduciary Trust Co |
3 |
| Investors Research Corp |
3 |
| Empirical Asset Management, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| Alphasimplex Group, Llc |
3 |
| My Personal CFO, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| Manning & Napier Advisors Llc |
3 |
| Truewealth Llc |
3 |
| Merit Financial Group, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| Sheets Smith Wealth Management |
3 |
| 6 Meridian |
3 |
| MANA Advisors LLC |
3 |
| Perigon Wealth Management, LLC |
3 |
| Pinnacle Financial Partners Inc |
3 |
| Holocene Advisors, LP |
3 |
| Athanor Capital, Lp |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Gupta Wealth Management LLC |
3 |
| Prana Capital Management, LP |
3 |
| Gradient Investments LLC |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| Sentry Investment Management Llc |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| Pfs Investments Inc. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
3 |
| BRYN MAWR TRUST Co |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| Banco de Sabadell, S.A |
3 |
| Summit Trail Advisors, Llc |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| Avestar Capital, LLC |
3 |
| Diametric Capital, LP |
3 |
| Virtue Capital Management, LLC |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| Solstein Capital, LLC |
3 |
| WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
3 |
| Kendall Capital Management |
3 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
| We Are One Seven, LLC |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| CNB Bank |
3 |
| Wagner Wealth Management, Llc |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A |
3 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| Centerpoint Advisors, LLC |
3 |
| Creative Financial Designs Inc /adv |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| Nvwm, Llc |
3 |
| DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A |
3 |
| Security National Trust Co |
3 |
| Atlas Capital Advisors Llc |
3 |
| Emerald Investment Partners, Llc |
3 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
| Chilton Investment Co Llc |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| West Branch Capital LLC |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| Castleview Partners, Llc |
3 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| Silvant Capital Management LLC |
3 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
3 |
| Change Path, LLC |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| Altshuler Shaham Ltd |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| Ing Groep Nv |
3 |
| Us Financial Advisors, Llc |
3 |
| Integrated Wealth Concepts LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| D'Orazio & Associates, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| Sofos Investments, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| Weiss Strategic Interval Fund |
3 |
| EAM Global Investors LLC |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| Maj Invest Holding A/S |
3 |
| CX Institutional |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| King Luther Capital Management Corp |
3 |
| Unigestion Holding SA |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
3 |
| Turning Point Benefit Group, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| Sovran Advisors, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| AIA Group Ltd |
3 |
| Nicholas Investment Partners, LP |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| American Trust |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| Gerstein Fisher |
3 |
| EULAV Asset Management |
3 |
| Comprehensive Financial Consultants Institutional, Inc. |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Allred Capital Management, LLC |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity |
3 |
| Enlightenment Research, LLC |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF |
3 |
| First Foundation Advisors |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| Laurel Wealth Advisors LLC |
3 |
| Pearl River Capital, LLC |
3 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
3 |
| Riverview Trust Co |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| Aptus Capital Advisors, LLC |
3 |
| Ascend Capital, Llc |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| Townsquare Capital Llc |
3 |
| Duality Advisers, Lp |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| R Squared Ltd |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| Ameritas Investment Corp |
3 |
| Pictet Asset Management Ltd |
3 |
| Simplicity Wealth,LLC |
3 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
| Global X Management CO LLC |
3 |
| PRW Wealth Management LLC |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
| Broad Bay Capital Management, LP |
3 |
| Weld Capital Management Llc |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Seeyond |
3 |
| Alera Investment Advisors, LLC |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| Ossiam |
3 |
| Ostrum Asset Management |
3 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
| RMB Capital Management, LLC |
3 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
3 |
| Morningstar Investment Management LLC |
3 |
| Advisors Capital Management, LLC |
3 |
| Rise Advisors, LLC |
3 |
| Santa Fe Partners LLC |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| Byrne Asset Management LLC |
3 |
| HBK Sorce Advisory LLC |
3 |
| Sun Life Financial Inc |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| Standard Life Investments LTD |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Toroso Investments, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Pinnacle Wealth Management, LLC |
3 |
| Forum Financial Management, LP |
3 |
| Wealthfront Advisers Llc |
3 |
| MONECO Advisors, LLC |
3 |
| Analytic Investors, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Qtron Investments LLC |
3 |
| Greenleaf Trust |
3 |
| Mid Atlantic Financial Management Inc/adv |
3 |
| Quest Capital Management Inc /adv |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| Clarfeld Financial Advisors, Llc |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| D1 Capital Partners L.P. |
3 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
3 |
| Surevest, LLC |
3 |
| Princeton Global Asset Management LLC |
3 |
| Zullo Investment Group, Inc. |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Treasurer of the State of North Carolina |
3 |
| Machina Capital S.a.s. |
3 |
| Liberty Wealth Management Llc |
3 |
| Wahed Invest LLC |
3 |
| Shelton Capital Management |
3 |
| Opseu Pension Plan Trust Fund |
3 |
| Lake Street Financial Llc |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| Mercer Global Advisors Inc /adv |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| Prestige Wealth Management Group LLC |
3 |
| IMC-Chicago, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| Comerica Securities,inc. |
3 |
| Divisadero Street Capital Management, LP |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| Golden State Wealth Management, LLC |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
| WealthStone, Inc. |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| CTC Capital Management, LLC |
3 |
| Benjamin Edwards Inc |
3 |
| Principal Street Partners, LLC |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| Thor Advisors, Llc |
3 |
| Shaker Investments Llc/oh |
3 |
| Mane Global Capital Management Lp |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| Arden Trust Co |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| Patton Fund Management, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
| Jump Trading, Llc |
3 |
| MQS Management LLC |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Campbell Multi-strategy Trust |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Munder Series Trust |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| Metis Global Partners, LLC |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| UMA Financial Services, Inc. |
3 |
| Ilmarinen Mutual Pension Insurance Co |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| Alaska Permanent Fund Corp |
3 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| Uniplan Investment Counsel, Inc. |
3 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| Cipher Capital LP |
3 |
| Stonegate Investment Group, LLC |
3 |
| Horizon Investments, LLC |
3 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| Erste Asset Management GmbH |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
3 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
3 |
| Rachor Investment Advisory Services, LLC |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
3 |
| Edmond De Rothschild Holding S.a. |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Delphi Management Inc /ma/ |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| Red Tortoise LLC |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Westfuller Advisors, LLC |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| CIBC Asset Management Inc |
3 |
| Asset Management One Co., Ltd. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| Reilly Financial Advisors, Llc |
3 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Kings Point Capital Management |
3 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| Evercore Wealth Management, LLC |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| Brookfield Asset Management Inc. |
3 |
| PointState Capital LP |
3 |
| Eton Park Capital Management, L.P. |
3 |
| South Dakota Investment Council |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| Ameritas Advisory Services, LLC |
3 |
| Harbor Capital Advisors, Inc. |
3 |
| Reliance Trust Co Of Delaware |
3 |
| Heritage Wealth Advisors |
3 |
| Swiss Life Asset Management Ltd |
3 |
| Steward Financial Group LLC |
3 |
| Astrantus Ltd |
3 |
| Carmel Capital Partners, LLC |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| DGS Capital Management, LLC |
3 |
| Alyeska Investment Group, L.P. |
3 |
| Financial Architects, Inc |
3 |
| Schubert & Co |
3 |
| Tfs Capital Llc |
3 |
| Teton Advisors, Inc. |
3 |
| Convergence Investment Partners, LLC |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| Coatue Management Llc |
3 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
3 |
| Highview Capital Management LLC/DE/ |
3 |
| Sanctuary Advisors, LLC |
3 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| Oak Thistle LLC |
3 |
| Wedmont Private Capital |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| Wesbanco Bank Inc |
3 |
| General Motors Investment Management Corp |
3 |
| Commonwealth Bank Of Australia |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
3 |
| Strategy Asset Managers Llc |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| Regentatlantic Capital Llc |
3 |
| Abound Wealth Management |
3 |
| PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 |
3 |
| Parametrica Management Ltd |
3 |
| Investment House Llc |
3 |
| Bell Investment Advisors, Inc |
3 |
| FourThought Financial, LLC |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Calvert Investment Management, Inc. |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| Dupont Capital Management Corp |
3 |
| Rational Advisors Llc |
3 |
| Scout Investments, Inc. |
3 |
| Glen Eagle Advisors, LLC |
3 |
| McElhenny Sheffield Capital Management, LLC |
3 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
| Atwood & Palmer Inc |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| Central Bank & Trust Co |
3 |
| Shell Asset Management Co |
3 |
| Nelson Capital Management, LLC |
3 |
| Nbw Capital Llc |
3 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| FIL Ltd |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| Bp Plc |
3 |
| Haverford Trust Co |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| Hotchkis & Wiley Capital Management Llc |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| Accurate Wealth Management, LLC |
3 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
| Perpetual Ltd |
3 |
| GHP Investment Advisors, Inc. |
3 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
| CIBC Bancorp USA Inc. |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Wright Investors Service Inc |
3 |
| Advisor Resource Council |
3 |
| Bbva Usa |
3 |
| Eagle Bay Advisors LLC |
3 |
| Evergreen Capital Management Llc |
3 |
| Essex Financial Services, Inc. |
3 |
| Commonwealth Equity Services, Inc |
3 |
| TD Securities (USA) LLC |
3 |
| Pictet Asset Management Sa |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| Ballentine Partners, LLC |
3 |
| Counterpoint Mutual Funds LLC |
3 |
| Hl Financial Services Llc |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| Siemens Fonds Invest GmbH |
3 |
| PGGM Investments |
3 |
| Bank of New Hampshire |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| AMF Pensionsforsakring AB |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| Athena Capital Advisors Llc |
3 |
| Advisor Partners Llc |
3 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
3 |
| Kb Financial Partners, Llc |
3 |
| BKD Wealth Advisors, LLC |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| Joel Isaacson & Co., LLC |
3 |
| First Manhattan Co |
3 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
| Shine Investment Advisory Services Inc |
3 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
3 |
| Advent Capital Management /de/ |
3 |
| Maple Securities Usa Inc |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| Endurance Wealth Management, Inc. |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| SHP Wealth Management |
3 |
| Continuum Advisory, LLC |
3 |
| Pallas Capital Advisors LLC |
3 |
| Lotus Technology Management, LP |
3 |
| World Asset Management Inc |
3 |
| Global Financial Private Client, LLC |
3 |
| Community Financial Services Group, LLC |
3 |
| Regal Investment Advisors LLC |
3 |
| Camelot Portfolios, LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| Tortoise Investment Management, LLC |
3 |
| St Germain D J Co Inc |
3 |
| Capitolis Advisors LLC |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Gateway Investment Advisers Llc |
3 |
| Dowling & Yahnke Llc |
3 |
| Cadian Capital Management, Lp |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| CIBC World Markets Inc. |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Cornerstone Advisors, Inc. |
3 |
| Barometer Capital Management Inc. |
3 |
| Ohio National Investments, Inc. |
3 |
| TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
3 |
| Gen-Wealth Partners Inc |
3 |
| Chase Investment Counsel Corp |
3 |
| Meritage Portfolio Management |
3 |
| Jlb & Associates Inc |
3 |
| Putnam Fl Investment Management Co |
3 |
| Delta Lloyd Nv |
3 |
| Nordea Investment Management Ab |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Bb&t Securities, Llc |
3 |
| Next Century Growth Investors Llc |
3 |
| L & S Advisors Inc |
3 |
| Vigilant Capital Management, LLC |
3 |
| Childress Capital Advisors, Llc |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| SRB Corp |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
| Retirement Group, LLC |
3 |
| Freedman Financial Associates, Inc. |
3 |
| Standard Family Office LLC |
3 |
| LRI Investments, LLC |
3 |
| Investment Management Corp of Ontario |
3 |
| Kanaly Trust Co |
3 |
| Deroy & Devereaux Private Investment Counsel Inc |
3 |
| Interchange Capital Partners, LLC |
3 |
| Concord Wealth Partners |
3 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
3 |
| Legacy Capital Wealth Partners, LLC |
3 |
| Swedbank AB |
3 |
| Distillate Capital Partners LLC |
3 |
| Keybank National Association/oh |
3 |
| Css Llc/il |
3 |
| Inspire Advisors, LLC |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| qPULA Trading Management LP |
3 |
| Brookside Capital Management Llc |
3 |
| QCM Cayman, Ltd. |
3 |
| Natixis Investment Managers International |
3 |
| Allegheny Financial Group LTD |
3 |
| Taproot Management LP |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Avalon Advisors, Llc |
3 |
| Insight Advisors, LLC/ PA |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Quantum Capital Management |
3 |
| Golden State Equity Partners |
3 |
| Laffer Investments |
3 |
| Redwood Investments, LLC |
3 |
| TradeLink Global Equity LLC |
3 |
| Symmetry Investments LP |
3 |
| Coyle Financial Counsel LLC |
3 |
| Raymond James Trust N.a. |
3 |
| Capital Impact Advisors, LLC |
3 |
| Pathstone Family Office, Llc |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Meritage Group LP |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Glg Llc |
3 |
| Weiss Asset Management LP |
3 |
| E Fund Management Co., Ltd. |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Mycio Wealth Partners, Llc |
3 |
| TriaGen Wealth Management LLC |
3 |
| Hemington Wealth Management |
3 |
| NorthCoast Asset Management LLC |
3 |
| Bellwether Advisors, LLC |
3 |
| Waldron Private Wealth LLC |
3 |
| Guardian Life Insurance Co Of America |
3 |
| GoalVest Advisory LLC |
3 |
| Bank Of Hawaii |
3 |
| Wolff Wiese Magana Llc |
3 |
| Conning Inc. |
3 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
3 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Denver Investment Advisors Llc |
3 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
3 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
| Mather Group, Llc. |
3 |
| MUFG Securities EMEA plc |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| Systematic Financial Management Lp |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares |
3 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
| Korea Investment CORP |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| Azzad Asset Management Inc /adv |
3 |
| Cordant, Inc. |
3 |
| Kestra Advisory Services, LLC |
3 |
| TFC Financial Management |
3 |
| Hexagon Capital Partners LLC |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| Isthmus Partners, Llc |
3 |
| First Pacific Financial |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| State Of Michigan Retirement System |
3 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| Hanseatic Management Services Inc |
3 |
| Trust Co Of Vermont |
3 |
| Van Eck Associates Corp |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| DT Investment Partners, LLC |
3 |
| Tarbox Family Office, Inc. |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
| Danske Bank A/s |
3 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
3 |
| Hexavest Inc. |
3 |
| Accuvest Global Advisors |
3 |
| Decatur Capital Management, Inc. |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| Nine Chapters Capital Management LLC |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| Creekmur Asset Management LLC |
3 |
| Knight Capital Group, Inc. |
3 |
| First Horizon Corp |
3 |
| Quantedge Capital Pte Ltd |
3 |
| Bel Air Investment Advisors Llc |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| CenturyLink Investment Management Co |
3 |
| Principal Funds Inc |
3 |
| Clinton Group Inc |
3 |
| Integral Derivatives, LLC |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
3 |
| Intrua Financial, LLC |
3 |
| Amica Mutual Insurance Co |
3 |
| Oakbrook Investments Llc |
3 |
| Atlas Private Wealth Advisors |
3 |
| American National Bank |
3 |
| Eastern Bank |
3 |
| DnB Asset Management AS |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| Entropy Technologies, LP |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| EAM Investors, LLC |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| DAVENPORT & Co LLC |
3 |
| Tompkins Financial Corp |
3 |
| GW&K Investment Management, LLC |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| Fiera Capital Corp |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Sageworth Trust Co |
3 |
| Colony Group, LLC |
3 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| IMS Capital Management |
3 |
| Atria Investments Llc |
3 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
| Brookstone Capital Management |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| Webster Bank, N. A. |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| Quantitative Systematic Strategies LLC |
3 |
| International Assets Investment Management, Llc |
3 |
| First PREMIER Bank |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| Thb Asset Management |
3 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
| Cullinan Associates Inc |
3 |
| Royal London Asset Management Ltd |
3 |
| Legacy Private Trust Co. |
3 |
| Contravisory Investment Management, Inc. |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Carroll Financial Associates, Inc. |
3 |
| Folger Hill Asset Management LP |
3 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Dakota Wealth Management |
3 |
| Hartford Investment Management Co |
3 |
| OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I |
3 |
| Hm Payson & Co |
3 |
| Exxonmobil Investment Management Inc /tx |
3 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
| Baystate Wealth Management LLC |
3 |
| IBM Retirement Fund |
3 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| Marex Group plc |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| Colony Group Llc |
3 |
| Wunderlich Securities, Inc. |
3 |
| Agf Investments Inc. |
3 |
| Hall Laurie J Trustee |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
3 |
| Hollencrest Capital Management |
3 |
| Pensionfund DSM Netherlands |
3 |
| Janney Capital Management LLC |
3 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
3 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
| EntryPoint Capital, LLC |
3 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
3 |
| Pensionfund Sabic |
3 |
| Fulton Bank, N.a. |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
| Scientech Research LLC |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| Baker Avenue Asset Management, LP |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| Krilogy Financial LLC |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Old National Bancorp /in/ |
3 |
| Tobam |
3 |
| Moody National Bank Trust Division |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Marvin & Palmer Associates Inc |
3 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
| Scoggin Management Lp |
3 |
| Rexford Capital Inc |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
| Balentine LLC |
3 |
| Ccm Investment Advisers Llc |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| Bartlett & Co. Wealth Management Llc |
3 |
| State of New Jersey Common Pension Fund D |
3 |
| Gyroscope Capital Management Group, Llc |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| Leuthold Group, Llc |
3 |
| Glenmede Investment Management, LP |
3 |
| Frazier Financial Advisors, LLC |
3 |
| JPL Wealth Management, LLC |
3 |
| Disciplined Investments, LLC |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Covington Capital Management |
3 |
| ETRADE Capital Management LLC |
3 |
| Sachetta, LLC |
3 |
| Optimal Asset Management, Inc. |
3 |
| Tiger Eye Capital LLC |
3 |
| Private Wealth Management Group, LLC |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| CAPROCK Group, Inc. |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Price Capital Management, Inc. |
3 |
| Principal Securities, Inc. |
3 |
| Tredje AP-fonden |
3 |
| Glg Inc. |
3 |
| LMR Master Fund Ltd |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| Origin Asset Management LLP |
3 |
| Norinchukin Bank, The |
3 |
| Bare Financial Services, Inc |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| Winton Capital Management Ltd |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Scout Capital Management Llc |
3 |
| F&C Asset Management plc |
3 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
| MCF Advisors LLC |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
| Bowling Portfolio Management LLC |
3 |
| Artemis Investment Management LLP |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| Argent Trust Co |
3 |
| New York Life Trust Co |
3 |
| SOUTH STATE Corp |
3 |
| Valley National Advisers Inc |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| Par Capital Management Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| Archer Investment Corp |
3 |
| Comerica Securities Inc |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| Utah Retirement Systems |
3 |
| Commerce Bank |
3 |
| CVA Family Office, LLC |
3 |
| Great Lakes Retirement, Inc. |
3 |
| Karp Capital Management Corp |
3 |
| Rakuten Securities, Inc. |
3 |
| Mirabella Financial Services Llp |
3 |
| Stephens Inc /ar/ |
3 |
| Twinbeech Capital Lp |
3 |
| Natixis Advisors, L.p. |
3 |
| Destination Wealth Management |
3 |
| Ninety One UK Ltd |
3 |
| Lecap Asset Management Ltd |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Symphony Asset Management Llc |
3 |
| Turtle Creek Wealth Advisors, LLC |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Bremer Trust National Association |
3 |
| Winnow Wealth Llc |
3 |
| Power Corp of Canada |
3 |
| Candlestick Capital Management LP |
3 |
| Arkadios Wealth Advisors |
3 |
| Optas, LLC |
3 |
| Pine River Capital Management L.P. |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| Amica Retiree Medical Trust |
3 |
| Frontier Capital Management Co Llc |
3 |
| Anchor Investment Management, LLC |
3 |
| Capital Advisory Group Advisory Services, LLC |
3 |
| Ethic Inc. |
3 |
| Van Hulzen Asset Management, LLC |
3 |
| Column Capital Advisors, LLC |
3 |
| FORA Capital, LLC |
3 |
| Ledyard National Bank |
3 |
| Candriam Luxembourg S.C.A. |
3 |
| West Paces Advisors Inc. |
3 |
| Invenomic Capital Management LP |
3 |
| Savoir Faire Capital Management, L.P. |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| National Pension Service |
3 |
| MIK Capital, LP |
3 |
| Teamwork Financial Advisors, LLC |
3 |
| WASHINGTON TRUST Co |
3 |
| Pictet Asset Management Holding SA |
3 |
| Vident Advisory, LLC |
3 |
| D.a. Davidson & Co. |
3 |
| Mattern Capital Management, Llc |
3 |
| Menard Financial Group LLC |
3 |
| Blue Zone Wealth Advisors, LLC |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Xponance, Inc. |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| Marcum Wealth, LLC |
3 |
| L2 Asset Management, LLC |
3 |
| Wealth Alliance |
3 |
| Cowen Group, Inc. |
3 |
| Usca Ria Llc |
3 |
| Capital Guardian Trust Co |
3 |
| Pinz Capital Management, LP |
3 |
| Kehrs Ridge Capital,LLC |
3 |
| United Community Bank |
3 |
| Anfield Capital Management, LLC |
3 |
| Crestline Management, LP |
3 |
| Oakworth Capital, Inc. |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| Beese Fulmer Investment Management, Inc. |
3 |
| TD Waterhouse Canada Inc. |
3 |
| I.g. Investment Management, Ltd. |
3 |
| PCJ Investment Counsel Ltd. |
3 |
| Key FInancial Inc |
3 |
| GFG Capital, LLC |
3 |
| Banque Cantonale Vaudoise |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| Odey Asset Management Group Ltd |
3 |
| Sunbelt Securities, Inc. |
3 |
| Integrated Advisors Network LLC |
3 |
| Roosevelt Investment Group Llc |
3 |
| Credential Qtrade Securities Inc. |
3 |
| Ieq Capital, Llc |
3 |
| Adage Capital Partners Gp, L.l.c. |
3 |
| CR Intrinsic Investors, LLC |
3 |
| Echo Street Capital Management LLC |
3 |
| Meadow Creek Wealth Advisors Llc |
3 |
| Wasatch Advisors Inc |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| Atticus Wealth Management, Llc |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| FineMark National Bank & Trust |
3 |
| Heartwood Wealth Advisors LLC |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| Freestone Capital Holdings, LLC |
3 |
| Verdence Capital Advisors LLC |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| Highland Capital Management, Llc |
3 |
| Tuttle Tactical Management LLC |
3 |
| PartnerRe Asset Management CORP |
3 |
| Spectrum Management Group, LLC |
3 |
| MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Fernwood Investment Management, LLC |
3 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
3 |
| Capital Analysts, Inc. |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| Wbi Investments, Inc. |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| USS Investment Management Ltd |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Private Trust Co Na |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| Halpern Financial, Inc. |
3 |
| Mv Capital Management, Inc. |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| Brinker Capital Inc |
3 |
| Monetary Management Group Inc |
3 |
| 1832 Asset Management L.P. |
3 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| Melvin Capital Management LP |
3 |
| Moore Capital Management, Lp |
3 |
| Cornerstone Advisory, LLC |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| WealthPLAN Partners, LLC |
3 |
| Cetera Advisors LLC |
3 |
| Cetera Advisor Networks LLC |
3 |
| Atlantic Union Bankshares Corp |
3 |
| TRUE Private Wealth Advisors |
3 |
| SummitTX Capital, L.P. |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| JNBA Financial Advisors |
3 |
| Grove Bank & Trust |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| Boston Trust Walden Corp |
3 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
3 |
| Oliver Luxxe Assets LLC |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| APG Asset Management N.V. |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| Private Ocean, LLC |
3 |
| Trust Asset Management LLC |
3 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| Pitcairn Co |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| Tributary Capital Management, LLC |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| BlueCrest Capital Management Ltd |
3 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Horan Securities, Inc. |
3 |
| Old Second National Bank Of Aurora |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| Andra AP-fonden |
3 |
| Exane Derivatives |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| Syntal Capital Partners, LLC |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| Bristlecone Advisors, LLC |
3 |
| Miles Capital, Inc. |
3 |
| Blackstone Group Inc |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Tradeworx Inc. |
3 |
| Washington Trust Bank |
3 |
| FDO Partners, LLC |
3 |
| J.Safra Asset Management Corp |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Forsta Ap-fonden |
3 |
| Dunhill Financial, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
| Gts Securities Llc |
3 |
| iA Global Asset Management Inc. |
3 |
| National Planning Corp |
3 |
| Simmons Bank |
3 |
| Scotia Capital Inc. |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| Bridgewater Associates, LP |
3 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
3 |
| Brinker Capital Investments, LLC |
3 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
| Qualcomm Inc/de |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| Cetera Investment Advisers |
3 |
| Bokf, Na |
3 |
| Howard Hughes Medical Institute |
3 |
| Cooper Creek Partners Management Llc |
3 |
| Bahl & Gaynor Inc |
3 |
| Wealth Watch Advisors, INC |
3 |
| Employees Retirement System of Texas |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| Insight Capital Research & Management Inc |
3 |
| Financial Counselors Inc |
3 |
| Citizens Financial Group Inc/ri |
3 |
| Marathon Trading Investment Management LLC |
3 |
| VCCBX - VALIC Co II - Core Bond Fund |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
| ORG Partners LLC |
3 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| First Republic Investment Management, Inc. |
3 |
| Catalyst Capital Advisors LLC |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| Dana Investment Advisors, Inc. |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |