| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
19 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
19 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
19 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
16 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
16 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
15 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
15 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
14 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
13 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
13 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
13 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
13 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
13 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
13 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
13 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
13 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
12 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
12 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
12 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
11 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
11 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
11 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
11 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
11 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
11 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
11 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
11 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
11 |
| Invesco Senior Loan Fund |
10 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
10 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
10 |
| Pacer Advisors, Inc. |
10 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
10 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
10 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
10 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
10 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
10 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
10 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
9 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
9 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
9 |
| Proequities, Inc. |
9 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
9 |
| Citadel Advisors Llc |
9 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
9 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
9 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
9 |
| Jpmorgan Chase & Co |
9 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
9 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
9 |
| Nomura Holdings Inc |
8 |
| SG Americas Securities, LLC |
8 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
8 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
8 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
8 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
8 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
8 |
| Goldman Sachs Group Inc |
8 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
8 |
| Group One Trading, L.p. |
8 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
8 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
8 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
| Wells Fargo Utilities & High Income Fund |
8 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
8 |
| Jefferies Group LLC |
8 |
| Blackrock Corporate High Yield Fund, Inc. |
8 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
8 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
8 |
| Morgan Stanley |
8 |
| Simplex Trading, Llc |
8 |
| Gabelli Funds Llc |
8 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
8 |
| Price T Rowe Associates Inc /md/ |
8 |
| Fmr Llc |
8 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
8 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
8 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
8 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
8 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
8 |
| Bank Of America Corp /de/ |
8 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
8 |
| Vanguard Group Inc |
8 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
8 |
| Parallax Volatility Advisers, L.P. |
8 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
8 |
| Lazard Asset Management Llc |
8 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
8 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
8 |
| Alpine Global Management, LLC |
7 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
7 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
7 |
| Citigroup Inc |
7 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
7 |
| Bank of New York Mellon Corp |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
7 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
7 |
| Gamco Investors, Inc. Et Al |
7 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
7 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
7 |
| UBS Group AG |
7 |
| Prelude Capital Management, Llc |
7 |
| Pioneer Diversified High Income Trust |
7 |
| Ivy High Income Opportunities Fund |
7 |
| Credit Suisse Ag/ |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
7 |
| MetLife Investment Management, LLC |
7 |
| Wells Fargo Multi-sector Income Fund |
7 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
| BlackRock Credit Strategies Fund |
7 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
7 |
| BlackRock, Inc. |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| Wells Fargo & Company/mn |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| Prudential Short Duration High Yield Fund, Inc. |
7 |
| Alliancebernstein Global High Income Fund Inc |
7 |
| Advanced Series Trust - Ast High Yield Portfolio |
7 |
| Bank Of Montreal /can/ |
7 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
7 |
| Voya Investment Management Llc |
7 |
| Palmer Square Opportunistic Income Fund |
7 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
7 |
| Balyasny Asset Management Llc |
7 |
| Wolverine Asset Management Llc |
7 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
7 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
7 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
7 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
7 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
7 |
| Jefferies Financial Group Inc. |
7 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
7 |
| Pioneer High Income Trust |
7 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
7 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
7 |
| Jane Street Group, Llc |
7 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
7 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
7 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
7 |
| Cwm, Llc |
6 |
| Fifth Third Bancorp |
6 |
| Ancora Advisors, LLC |
6 |
| American International Group, Inc. |
6 |
| Geode Capital Management, Llc |
6 |
| State Board Of Administration Of Florida Retirement System |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| Principal Financial Group Inc |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
6 |
| Sei Investments Co |
6 |
| Manufacturers Life Insurance Company, The |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| Hsbc Holdings Plc |
6 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
6 |
| Susquehanna International Group, Llp |
6 |
| Quarry LP |
6 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
6 |
| Stifel Financial Corp |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| New York State Common Retirement Fund |
6 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
6 |
| Arrowstreet Capital, Limited Partnership |
6 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
6 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
6 |
| Boothbay Fund Management, Llc |
6 |
| Creative Planning |
6 |
| Charles Schwab Investment Management Inc |
6 |
| Advisory Services Network, LLC |
6 |
| Great West Life Assurance Co /can/ |
6 |
| Royal Bank Of Canada |
6 |
| D. E. Shaw & Co., Inc. |
6 |
| Russell Investments Group, Ltd. |
6 |
| Hbk Investments L P |
6 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
6 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
6 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
6 |
| Covestor Ltd |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
6 |
| Amalgamated Bank |
6 |
| Bessemer Group Inc |
6 |
| Allworth Financial LP |
6 |
| Gotham Asset Management, LLC |
6 |
| Tudor Investment Corp Et Al |
6 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
6 |
| Two Sigma Advisers, Lp |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
6 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
6 |
| Tocqueville Asset Management L.p. |
6 |
| Polar Asset Management Partners Inc. |
6 |
| Two Sigma Securities, Llc |
6 |
| Qube Research & Technologies Ltd |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
6 |
| Strs Ohio |
6 |
| LPL Financial LLC |
6 |
| Caption Management, LLC |
6 |
| California State Teachers Retirement System |
6 |
| State Street Corp |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| Tower Research Capital LLC (TRC) |
6 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
6 |
| Deutsche Bank Ag\ |
6 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
6 |
| Sterling Capital Management LLC |
6 |
| Vanguard Capital Management Llc |
6 |
| Wells Fargo Income Opportunities Fund |
6 |
| Wells Fargo Global Dividend Opportunity Fund |
6 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
6 |
| Macquarie Group Ltd |
6 |
| First Trust High Income Long/short Fund |
6 |
| HighTower Advisors, LLC |
6 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
6 |
| Aqr Capital Management Llc |
6 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
6 |
| Invesco Ltd. |
6 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
6 |
| New York State Teachers Retirement System |
6 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
6 |
| CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
6 |
| Legal & General Group Plc |
6 |
| Teacher Retirement System Of Texas |
6 |
| Walleye Trading LLC |
6 |
| Bnp Paribas Arbitrage, Sa |
6 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
6 |
| Pimco Flexible Credit Income Fund |
6 |
| Huntington National Bank |
6 |
| Capstone Investment Advisors, Llc |
6 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
6 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
6 |
| Blackstone / Gso Long-short Credit Income Fund |
6 |
| Dimensional Fund Advisors Lp |
6 |
| Northwestern Mutual Wealth Management Co |
6 |
| Vanguard Portfolio Management Llc |
6 |
| Ameriprise Financial Inc |
6 |
| Trexquant Investment LP |
6 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| Millennium Management Llc |
6 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
6 |
| Nuveen Asset Management, LLC |
6 |
| Neuberger Berman Group LLC |
6 |
| Alliancebernstein L.p. |
6 |
| Ubs Asset Management Americas Inc |
6 |
| Invesco Dynamic Credit Opportunities Fund |
6 |
| Blackrock Debt Strategies Fund, Inc. |
6 |
| Los Angeles Capital Management Llc |
6 |
| Two Sigma Investments, Lp |
6 |
| ProShare Advisors LLC |
6 |
| Wellington Management Group Llp |
6 |
| Invesco Senior Income Trust |
6 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
6 |
| Ubs Ag |
6 |
| California Public Employees Retirement System |
6 |
| Quadrant Capital Group Llc |
6 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
6 |
| IFP Advisors, Inc |
6 |
| Northern Trust Corp |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
6 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
6 |
| Prudential Financial Inc |
6 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
6 |
| Comerica Bank |
6 |
| BlueCrest Capital Management Ltd |
6 |
| Cutler Group LP |
6 |
| Verition Fund Management LLC |
6 |
| Victory Capital Management Inc |
6 |
| Barclays Plc |
6 |
| Steward Partners Investment Advisory, Llc |
6 |
| Federated Hermes, Inc. |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| Mfs Multimarket Income Trust |
5 |
| Mfs Special Value Trust |
5 |
| Quantbot Technologies LP |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
| Advisor Group, Inc. |
5 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
5 |
| Thompson Davis & Co., Inc. |
5 |
| PGIM Short Duration High Yield Opportunities Fund |
5 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
5 |
| Mfs Charter Income Trust |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| Mfs Intermediate High Income Fund |
5 |
| Acadian Asset Management Llc |
5 |
| Castleark Management Llc |
5 |
| Guggenheim Capital Llc |
5 |
| Guggenheim Strategic Opportunities Fund |
5 |
| Point72 Asset Management, L.P. |
5 |
| Parkside Financial Bank & Trust |
5 |
| Virtu Financial LLC |
5 |
| Guggenheim Credit Allocation Fund |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| Engineers Gate Manager LP |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
5 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
5 |
| Teachers Advisors, Llc |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| Norges Bank |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
5 |
| M&t Bank Corp |
5 |
| Algert Global Llc |
5 |
| Gsa Capital Partners Llp |
5 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
5 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
5 |
| Vanguard Index Funds |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
5 |
| First Manhattan Co |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
5 |
| K2 Principal Fund, L.p. |
5 |
| Caitong International Asset Management Co., Ltd |
5 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
| Envestnet Asset Management Inc |
5 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
5 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
5 |
| Wolverine Trading, Llc |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
5 |
| Us Bancorp \de\ |
5 |
| Principal Funds Inc |
5 |
| ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares |
5 |
| Pimco Dynamic Income Fund |
5 |
| Janney Montgomery Scott LLC |
5 |
| Franklin Resources Inc |
5 |
| Assetmark, Inc |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
5 |
| Teachers Retirement System Of The State Of Kentucky |
5 |
| Tri-continental Corp |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| GWM Advisors LLC |
5 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| Squarepoint Ops LLC |
5 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
5 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
5 |
| Bayesian Capital Management, LP |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
5 |
| Blackstone / Gso Senior Floating Rate Term Fund |
5 |
| XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
5 |
| Marshall Wace, Llp |
5 |
| Paloma Partners Management Co |
5 |
| Silverback Asset Management Llc |
5 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| DRW Securities, LLC |
5 |
| Raymond James & Associates |
5 |
| Renaissance Technologies Llc |
5 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
5 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
5 |
| Parallel Advisors, LLC |
5 |
| Harbour Investments, Inc. |
5 |
| Swiss National Bank |
5 |
| HAP Trading, LLC |
5 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
5 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
5 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
5 |
| Spark Investment Management LLC |
5 |
| LMR Partners LLP |
5 |
| Parametric Portfolio Associates Llc |
5 |
| First Trust Advisors Lp |
5 |
| Boston Partners |
5 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| Kcg Holdings, Inc. |
5 |
| Prudential Global Short Duration High Yield Fund, Inc. |
5 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
5 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
5 |
| Fox Run Management, L.l.c. |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
5 |
| Arizona State Retirement System |
5 |
| Ellevest, Inc. |
5 |
| Allianz Asset Management GmbH |
5 |
| Rhumbline Advisers |
5 |
| Walleye Capital LLC |
5 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
5 |
| PEAK6 Investments LLC |
5 |
| Globeflex Capital L P |
5 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
5 |
| BlackRock Advisors LLC |
5 |
| Moody National Bank Trust Division |
5 |
| Global Retirement Partners, LLC |
5 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
5 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
5 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
5 |
| Royce & Associates Lp |
5 |
| Graham Capital Management, L.P. |
5 |
| Advisor Group Holdings, Inc. |
5 |
| Marshall Wace North America L.P. |
5 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
| Mariner, LLC |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| Blackrock Ltd Duration Income Trust |
5 |
| CWM Advisors, LLC |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Blackrock Core Bond Trust |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| Janus Henderson Group Plc |
5 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
5 |
| BlackRock Fund Advisors |
5 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
5 |
| BlackRock Investment Management, LLC |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| Brown Brothers Harriman & Co |
5 |
| Quinn Opportunity Partners LLC |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
5 |
| Voloridge Investment Management, Llc |
5 |
| J. Goldman & Co LP |
5 |
| First Horizon Advisors, Inc. |
5 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
5 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| Captrust Financial Advisors |
5 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
5 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
5 |
| Panagora Asset Management Inc |
5 |
| Nationwide Fund Advisors |
5 |
| Massmutual Trust Co Fsb/adv |
5 |
| State Of Wisconsin Investment Board |
5 |
| Aperio Group, LLC |
5 |
| Truist Financial Corp |
5 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
5 |
| Signaturefd, Llc |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| EAM Investors, LLC |
5 |
| Piedmont Investment Advisors Llc |
5 |
| Calamos Advisors LLC |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| KBC Group NV |
5 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
5 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
5 |
| NEXT Financial Group, Inc |
5 |
| FS Global Credit Opportunities Fund |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
5 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
5 |
| Point72 Hong Kong Ltd |
5 |
| SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| Blackrock Multi-sector Income Trust |
5 |
| Thrivent Financial For Lutherans |
5 |
| Blackrock Credit Allocation Income Trust |
5 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
5 |
| ClariVest Asset Management LLC |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
4 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| Oppenheimer & Co Inc |
4 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| SG3 Management, LLC |
4 |
| Belpointe Asset Management LLC |
4 |
| Lido Advisors, LLC |
4 |
| Public Employees Retirement Association Of Colorado |
4 |
| Keeley-Teton Advisors, LLC |
4 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
4 |
| Numeric Investors Llc |
4 |
| SRS Capital Advisors, Inc. |
4 |
| Tiaa-cref Funds |
4 |
| College Retirement Equities Fund |
4 |
| Vanguard World Fund |
4 |
| Teza Capital Management LLC |
4 |
| Avantax Planning Partners, Inc. |
4 |
| Formula Growth Ltd |
4 |
| State Of Michigan Retirement System |
4 |
| Oregon Public Employees Retirement Fund |
4 |
| Trust Co Of Vermont |
4 |
| Emerald Acquisition Ltd. |
4 |
| Quadrature Capital Ltd |
4 |
| Raymond James Financial Inc |
4 |
| Bank Of Nova Scotia |
4 |
| Axa S.a. |
4 |
| State of Tennessee, Treasury Department |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| New Mexico Educational Retirement Board |
4 |
| Retirement Systems of Alabama |
4 |
| MAI Capital Management |
4 |
| Bailard, Inc. |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Hancock Whitney Corp |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| Acrospire Investment Management LLC |
4 |
| Ramsey Quantitative Systems |
4 |
| FDx Advisors, Inc. |
4 |
| Proficio Capital Partners LLC |
4 |
| Managed Account Advisors Llc |
4 |
| Highbridge Capital Management Llc |
4 |
| Private Trust Co Na |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| Seven Eight Capital, Lp |
4 |
| Private Advisor Group, LLC |
4 |
| PEAK6 Investments, L.P. |
4 |
| PDT Partners, LLC |
4 |
| Ergoteles LLC |
4 |
| Meeder Asset Management Inc |
4 |
| Russell Frank Co/ |
4 |
| Picton Mahoney Asset Management |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Synovus Financial Corp |
4 |
| Kistler-Tiffany Companies, LLC |
4 |
| Winton Capital Group Ltd |
4 |
| Jump Financial, LLC |
4 |
| ETRADE Capital Management LLC |
4 |
| Mitsubishi UFJ Trust & Banking Corp |
4 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
4 |
| Ensign Peak Advisors, Inc |
4 |
| Keebeck Alpha, LP |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
4 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
4 |
| Manatuck Hill Partners, LLC |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| Lord, Abbett & Co. Llc |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Lsv Asset Management |
4 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
4 |
| Loomis Sayles & Co L P |
4 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| Kennedy Capital Management, Inc. |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| Water Island Capital Llc |
4 |
| Eaton Vance Management |
4 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
| VCCBX - VALIC Co II - Core Bond Fund |
4 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
4 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
4 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
4 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
4 |
| Regions Financial Corp |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| Rothschild Investment Llc |
4 |
| Man Group plc |
4 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
4 |
| Mackenzie Financial Corp |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| United Services Automobile Association |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| Lapides Asset Management, LLC |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
4 |
| Hm Payson & Co |
4 |
| Vanguard Global Advisers, LLC |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| Public Employees Retirement System Of Ohio |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| VANGUARD ASSET MANAGEMENT, Ltd |
4 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
4 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| Natixis Advisors, L.p. |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| Corebridge Financial, Inc. |
4 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
4 |
| Nomura Asset Management Co Ltd |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| Great Lakes Advisors, Llc |
4 |
| Canada Pension Plan Investment Board |
4 |
| D.a. Davidson & Co. |
4 |
| Vanguard Investments Australia, Ltd. |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Assured Investment Management LLC |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
4 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
4 |
| Credit Agricole S A |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
4 |
| Heartland Advisors Inc |
4 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| O'shaughnessy Asset Management, Llc |
4 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
4 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
4 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
4 |
| Smartleaf Asset Management LLC |
4 |
| Securian Asset Management, Inc |
4 |
| Cibc World Markets Corp |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| Advisors Asset Management, Inc. |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| Quest Partners LLC |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| National Bank Of Canada /fi/ |
4 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
| CIBC Private Wealth Group, LLC |
4 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
4 |
| GAMMA Investing LLC |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
4 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
4 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
4 |
| Brown Advisory Inc |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| Vanguard Fiduciary Trust Co |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
4 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| Levin Capital Strategies, L.p. |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| Farther Finance Advisors, LLC |
4 |
| Hrt Financial Lp |
4 |
| Johnson Financial Group, Inc. |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
4 |
| Stoneridge Investment Partners Llc |
4 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| MetLife Securities, Inc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| Glassman Wealth Services |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
4 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
4 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| Cadence Capital Management Llc |
4 |
| Oxford Asset Management Llp |
4 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
4 |
| Segantii Capital Management Ltd |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| Root Financial Partners, LLC |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
| American Portfolios Advisors |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
4 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
4 |
| True Wealth Design, LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| Intech Investment Management Llc |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
4 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| Laurion Capital Management LP |
4 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
4 |
| Zacks Investment Management |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| Amalgamated Financial Corp. |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| Aquatic Capital Management LLC |
4 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| CenterBook Partners LP |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| Washington Trust Advisors, Inc. |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
4 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
4 |
| Asset Management One Co., Ltd. |
4 |
| State of Wyoming |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
4 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
4 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
4 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
4 |
| Guggenheim Active Allocation Fund |
4 |
| Tfs Capital Llc |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Clear Street Markets Llc |
4 |
| Nuveen, LLC |
4 |
| Sculptor Capital LP |
4 |
| ExodusPoint Capital Management, LP |
4 |
| Quantinno Capital Management LP |
4 |
| Lindbrook Capital, Llc |
4 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
4 |
| FNY Investment Advisers, LLC |
4 |
| Sofos Investments, Inc. |
4 |
| Rockefeller Capital Management L.P. |
4 |
| Versant Capital Management, Inc |
4 |
| Summit Trail Advisors, Llc |
4 |
| Holocene Advisors, LP |
4 |
| Hudson Bay Capital Management LP |
4 |
| Larson Financial Group LLC |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Centiva Capital, LP |
4 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
4 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| North Star Investment Management Corp. |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| Nisa Investment Advisors, Llc |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| Capital Fund Management S.a. |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
4 |
| Ares Dynamic Credit Allocation Fund, Inc. |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
| Advisory Research Inc |
4 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
4 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
4 |
| Advent Claymore Convertible Securities & Income Fund |
4 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
4 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| Clearbridge Investments, LLC |
4 |
| Toronto Dominion Bank |
4 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
4 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
4 |
| Putnam Investments Llc |
4 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
4 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
4 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
4 |
| Glenmede Trust Co Na |
4 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
4 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
4 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
4 |
| State Farm Variable Product Trust |
4 |
| State Farm Mutual Fund Trust |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| Pimco Income Opportunity Fund |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
4 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
4 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
4 |
| XTX Topco Ltd |
4 |
| Optiver Holding B.V. |
4 |
| Bridgeway Capital Management Inc |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| Gabelli Equity Trust Inc |
4 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
4 |
| Gabelli Convertible & Income Securities Fund Inc |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
4 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
4 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
4 |
| Nuveen Floating Rate Income Fund |
4 |
| A.R.T. Advisors, LLC |
4 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
4 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
4 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
| Magnetar Financial LLC |
4 |
| Klp Kapitalforvaltning As |
4 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
4 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
4 |
| Essential Partners LLC |
3 |
| Ibex Investors LLC |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Philadelphia Financial Management of San Francisco, LLC |
3 |
| Clinton Group Inc |
3 |
| Whitebox Advisors Llc |
3 |
| Atlantic Investment Management Inc |
3 |
| Adage Capital Partners Gp, L.l.c. |
3 |
| Legion Partners Asset Management, LLC |
3 |
| Oppenheimer Funds Inc |
3 |
| Barings Llc |
3 |
| Soros Fund Management Llc |
3 |
| Pentwater Capital Management LP |
3 |
| Visium Asset Management, LP |
3 |
| Psagot Investment House Ltd. |
3 |
| Janus Capital Management Llc |
3 |
| Cortina Asset Management, LLC |
3 |
| Capital Research Global Investors |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| Ardsley Advisory Partners Lp |
3 |
| Ing Groep Nv |
3 |
| Lmcg Investments, Llc |
3 |
| Aristeia Capital Llc |
3 |
| Skyline Asset Management Lp |
3 |
| Maverick Capital Ltd |
3 |
| Ci Investments Inc. |
3 |
| Park West Asset Management LLC |
3 |
| FIL Ltd |
3 |
| Eidelman Virant Capital |
3 |
| Suntrust Banks Inc |
3 |
| Blair William & Co/il |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| Weiss Asset Management LP |
3 |
| Jupiter Asset Management Ltd |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Systematic Financial Management Lp |
3 |
| IBM Retirement Fund |
3 |
| Colony Group Llc |
3 |
| State of New Jersey Common Pension Fund D |
3 |
| Symphony Asset Management Llc |
3 |
| WASHINGTON TRUST Co |
3 |
| BlackRock Group LTD |
3 |
| Amundi Pioneer Asset Management Inc |
3 |
| Aviva Plc |
3 |
| TimesSquare Capital Management, LLC |
3 |
| Brinker Capital Investments, LLC |
3 |
| Hanson & Doremus Investment Management |
3 |
| Employees Retirement System of Texas |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| MUFG Americas Holdings Corp |
3 |
| Ubs Oconnor Llc |
3 |
| Whittier Trust Co |
3 |
| William Blair Investment Management, Llc |
3 |
| RidgeWorth Capital Management LLC |
3 |
| Vanguard Explorer Fund |
3 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
3 |
| Jennison Associates Llc |
3 |
| State of Alaska, Department of Revenue |
3 |
| GAM Holding AG |
3 |
| Quantitative Investment Management, LLC |
3 |
| Coldstream Capital Management Inc |
3 |
| Hillsdale Investment Management Inc. |
3 |
| Bartlett & Co. LLC |
3 |
| Princeton Alpha Management LP |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Formidable Asset Management, LLC |
3 |
| Sandy Spring Bank |
3 |
| Jfs Wealth Advisors, Llc |
3 |
| Checchi Capital Advisers, LLC |
3 |
| Rehmann Capital Advisory Group |
3 |
| Patten & Patten Inc/tn |
3 |
| Gradient Investments LLC |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| Wealthfront Inc |
3 |
| Calamos Wealth Management LLC |
3 |
| National Asset Management, Inc. |
3 |
| Jump Trading, LLC |
3 |
| Bogle Investment Management L P /de/ |
3 |
| Brant Point Investment Management Llc |
3 |
| Santa Fe Partners LLC |
3 |
| Shelton Capital Management |
3 |
| Profund Advisors Llc |
3 |
| Stevens Capital Management Lp |
3 |
| Texas Permanent School Fund |
3 |
| Geduld E E |
3 |
| GV Financial Advisors |
3 |
| Cipher Capital LP |
3 |
| ARGA Investment Management, LP |
3 |
| Reilly Financial Advisors, Llc |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| Evercore Wealth Management, LLC |
3 |
| Gemmer Asset Management LLC |
3 |
| Financial Architects, Inc |
3 |
| Airain ltd |
3 |
| Eqis Capital Management, Inc. |
3 |
| Vantage Investment Advisors, LLC |
3 |
| Mutual Of America Capital Management Llc |
3 |
| Manchester Capital Management LLC |
3 |
| Parametrica Management Ltd |
3 |
| Monarch Partners Asset Management LLC |
3 |
| Westport Resources Management Inc |
3 |
| Calvert Investment Management, Inc. |
3 |
| Dupont Capital Management Corp |
3 |
| Timber Hill LLC |
3 |
| Shell Asset Management Co |
3 |
| FNY Managed Accounts LLC |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Emerald Advisers, Llc |
3 |
| Commonwealth Equity Services, Inc |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| Virginia Retirement Systems Et Al |
3 |
| Enterprise Financial Services Corp |
3 |
| Louisiana State Employees Retirement System |
3 |
| RQSI Ltd |
3 |
| Dorsey Wright & Associates |
3 |
| World Asset Management Inc |
3 |
| Cubic Asset Management, LLC |
3 |
| Community Financial Services Group, LLC |
3 |
| Regal Investment Advisors LLC |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| Tortoise Investment Management, LLC |
3 |
| Cornerstone Advisors, Inc. |
3 |
| CenterStar Fund, LLC |
3 |
| Howe & Rusling Inc |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| Bb&t Securities, Llc |
3 |
| L & S Advisors Inc |
3 |
| Ellington Management Group Llc |
3 |
| Css Llc/il |
3 |
| RBF Capital, LLC |
3 |
| Cnh Partners Llc |
3 |
| Mason Street Advisors, Llc |
3 |
| Natixis |
3 |
| TradeLink Global Equity LLC |
3 |
| Hutchin Hill Capital, LP |
3 |
| PineBridge Investments, L.P. |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Alberta Investment Management Corp |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| First Interstate Bank |
3 |
| First Mercantile Trust Co |
3 |
| American Century Companies Inc |
3 |
| Spot Trading L.L.C |
3 |
| GW&K Investment Management, LLC |
3 |
| First Financial Corp /in/ |
3 |
| Capstone Asset Management Co |
3 |
| Benjamin F. Edwards & Company, Inc. |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| Baker Avenue Asset Management, LP |
3 |
| Moors & Cabot, Inc. |
3 |
| Salem Investment Counselors Inc |
3 |
| Landscape Capital Management, L.l.c. |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| MCF Advisors LLC |
3 |
| LS Investment Advisors, LLC |
3 |
| Essex Investment Management Co Llc |
3 |
| Utah Retirement Systems |
3 |
| Karp Capital Management Corp |
3 |
| Mackay Shields Llc |
3 |
| Skylands Capital, LLC |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| Cowen Group, Inc. |
3 |
| Capital Guardian Trust Co |
3 |
| Sunbelt Securities, Inc. |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| FineMark National Bank & Trust |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Hoxton Financial, Inc. |
3 |
| Haberer Registered Investment Advisor Inc |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| Chicago Capital Management, LLC |
3 |
| 1832 Asset Management L.P. |
3 |
| QS Investors, LLC |
3 |
| Moore Capital Management, Lp |
3 |
| Cetera Advisor Networks LLC |
3 |
| CENTRAL TRUST Co |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| Old Second National Bank Of Aurora |
3 |
| NumerixS Investment Technologies Inc |
3 |
| SpiderRock Trading LLC |
3 |
| Mirae Asset Global Investments Co., Ltd. |
3 |
| New England Securities Corp /MA/ |
3 |
| WFG Advisors, LP |
3 |
| Archford Capital Strategies, LLC |
3 |
| Brevan Howard Capital Management LP |
3 |
| AMP Capital Investors Ltd |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| Citizens Financial Group Inc/ri |
3 |
| Catalyst Capital Advisors LLC |
3 |
| Coe Capital Management, LLC |
3 |
| Invictus RG Pte. Ltd. |
3 |
| Invictus RG |
3 |
| SG Capital Management LLC |
3 |
| Oberweis Asset Management Inc/ |
3 |
| Absolute Return Capital, LLC |
3 |
| Skandinaviska Enskilda Banken AB (publ) |
3 |
| Petrus Trust Company, LTA |
3 |
| Twin Tree Management, LP |
3 |
| Edgestream Partners, L.P. |
3 |
| Jones Financial Companies Lllp |
3 |
| Aristotle Capital Boston, LLC |
3 |
| Ulysses Management LLC |
3 |
| Baird Financial Group, Inc. |
3 |
| Cna Financial Corp |
3 |
| People's United Financial, Inc. |
3 |
| NatWest Group plc |
3 |
| Advance Capital I Inc |
3 |
| AHL Partners LLP |
3 |
| Clearline Capital LP |
3 |
| EverPoint Asset Management, LLC |
3 |
| Handelsbanken Fonder AB |
3 |
| Riverhead Capital Management Llc |
3 |
| Cantab Capital Partners LLP |
3 |
| Wealthspire Advisors, L.P. |
3 |
| VTL Associates, LLC |
3 |
| SAC Capital Advisors LP |
3 |
| Placemark Investments, Inc. |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Jane Street Holding, LLC |
3 |
| Sei Trust Co |
3 |
| Societe Generale |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Peregrine Capital Management Llc |
3 |
| Xact Kapitalforvaltning AB |
3 |
| Etf Managers Group, Llc |
3 |
| Mascoma Wealth Management LLC |
3 |
| Hartland & Co., LLC |
3 |
| Elkfork Partners LLC |
3 |
| Mason Street Advisors, Llc |
3 |
| Independent Advisor Alliance |
3 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
3 |
| IHT Wealth Management, LLC |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| Assenagon Asset Management S.A. |
3 |
| PenderFund Capital Management Ltd. |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| Spot Trading L.l.c. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| Csenge Advisory Group |
3 |
| Valeo Financial Advisors, LLC |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
3 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
3 |
| Allianzgi Convertible & Income Fund Ii |
3 |
| Allianzgi Convertible & Income Fund |
3 |
| Nuveen Senior Income Fund |
3 |
| Nuveen Floating Rate Income Opportunity Fund |
3 |
| Nuveen Short Duration Credit Opportunities Fund |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Putnam Premier Income Trust |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| Profunds - Profund Vp Oil & Gas |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| Allianzgi Diversified Income & Convertible Fund |
3 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
3 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
3 |
| Griffin Institutional Access Credit Fund |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| Nuveen Global High Income Fund |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| Eaton Vance Senior Income Trust |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| Pcm Fund, Inc. |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| Pimco Dynamic Credit & Mortgage Income Fund |
3 |
| Pimco Global Stocksplus & Income Fund |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
3 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Royce Value Trust Inc |
3 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
| Oppenheimer Etf Trust |
3 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
3 |
| Pioneer Floating Rate Trust |
3 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
3 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
3 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| Neuberger Berman High Yield Strategies Fund Inc. |
3 |
| Eaton Vance Short Duration Diversified Income Fund |
3 |
| Tfs Capital Investment Trust |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
3 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
3 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
3 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
3 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
3 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
3 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| Putnam Master Intermediate Income Trust |
3 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
3 |
| Seacrest Wealth Management, Llc |
3 |
| Tibra Equities Europe Ltd |
3 |
| Commonwealth Equity Services, Llc |
3 |
| Centaurus Financial, Inc. |
3 |
| Trustcore Financial Services, Llc |
3 |
| Investors Research Corp |
3 |
| Clifford Capital Partners Llc |
3 |
| Sound Income Strategies, LLC |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Brasada Capital Management, Lp |
3 |
| Fs Credit Income Fund |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| Quantamental Technologies LLC |
3 |
| Blueshift Asset Management, LLC |
3 |
| Cresset Asset Management, LLC |
3 |
| Antara Capital LP |
3 |
| Wealthspire Advisors, LLC |
3 |
| Roubaix Capital, LLC |
3 |
| Leap Investments Lp |
3 |
| Vantagepoint Funds |
3 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
3 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
3 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
3 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
3 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
3 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
3 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
3 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
3 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
3 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
3 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
3 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
3 |
| Aigen Investment Management, Lp |
3 |
| Nuveen High Income 2023 Target Term Fund |
3 |
| Healthcare Of Ontario Pension Plan Trust Fund |
3 |
| FORA Capital, LLC |
3 |
| Orion Portfolio Solutions, LLC |
3 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
3 |
| Northern Trust Co Of Connecticut |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| Knight Capital Group, Inc. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| TFC Financial Management |
3 |
| Wolff Wiese Magana Llc |
3 |
| Y-Intercept (Hong Kong) Ltd |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| SummerHaven Investment Management, LLC |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Spire Wealth Management |
3 |
| Geneos Wealth Management Inc. |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
3 |
| Dark Forest Capital Management Lp |
3 |
| Bell Investment Advisors, Inc |
3 |
| Oak Thistle LLC |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| Capital Performance Advisors Llp |
3 |
| Yousif Capital Management, Llc |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| CoreCap Advisors, LLC |
3 |
| SJS Investment Consulting Inc. |
3 |
| CastleKnight Management LP |
3 |
| Tyler-Stone Wealth Management |
3 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
3 |
| Oaktree Diversified Income Fund Inc. |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| Brewin Dolphin Ltd |
3 |
| ZEOIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Short Duration Credit Fund Investor Class |
3 |
| ZSRIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Sustainable Credit Fund Investor Class |
3 |
| Stephens Consulting, LLC |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| Readystate Asset Management Lp |
3 |
| CI Private Wealth, LLC |
3 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
3 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
3 |
| Nebula Research & Development LLC |
3 |
| RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
| Bare Financial Services, Inc |
3 |
| Skopos Labs, Inc. |
3 |
| EntryPoint Capital, LLC |
3 |
| nVerses Capital, LLC |
3 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
3 |
| SBI Securities Co., Ltd. |
3 |
| Jain Global LLC |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| WPG Advisers, LLC |
3 |
| SummitTX Capital, L.P. |
3 |
