| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
17 |
| Vanguard Group Inc |
14 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
13 |
| Fmr Llc |
13 |
| Barclays Plc |
13 |
| UBS Group AG |
12 |
| Proequities, Inc. |
12 |
| Bank Of America Corp /de/ |
12 |
| Renaissance Technologies Llc |
12 |
| Jpmorgan Chase & Co |
12 |
| Royal Bank Of Canada |
12 |
| Citadel Advisors Llc |
12 |
| Geode Capital Management, Llc |
12 |
| Northern Trust Corp |
12 |
| BlackRock, Inc. |
12 |
| Pnc Financial Services Group, Inc. |
12 |
| Advisor Group Holdings, Inc. |
12 |
| Marshall Wace North America L.P. |
11 |
| Group One Trading, L.p. |
11 |
| Wellington Management Group Llp |
11 |
| IFP Advisors, Inc |
11 |
| Morgan Stanley |
11 |
| Bnp Paribas Arbitrage, Sa |
11 |
| Creative Planning |
11 |
| Manufacturers Life Insurance Company, The |
11 |
| Bank of New York Mellon Corp |
11 |
| Wells Fargo & Company/mn |
11 |
| Goldman Sachs Group Inc |
11 |
| Deutsche Bank Ag\ |
11 |
| Invesco Ltd. |
11 |
| Jane Street Group, Llc |
11 |
| New York State Common Retirement Fund |
11 |
| Tower Research Capital LLC (TRC) |
11 |
| Squarepoint Ops LLC |
11 |
| Susquehanna International Group, Llp |
11 |
| Millennium Management Llc |
11 |
| Bank Of Montreal /can/ |
11 |
| Citigroup Inc |
11 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
10 |
| Glenmede Trust Co Na |
10 |
| California Public Employees Retirement System |
10 |
| Simplex Trading, Llc |
10 |
| D. E. Shaw & Co., Inc. |
10 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
10 |
| Price T Rowe Associates Inc /md/ |
10 |
| Fifth Third Bancorp |
10 |
| State Street Corp |
10 |
| Sei Investments Co |
10 |
| BlackRock Institutional Trust Company, N.A. |
10 |
| Engineers Gate Manager LP |
10 |
| Two Sigma Investments, Lp |
10 |
| Northwestern Mutual Wealth Management Co |
10 |
| Credit Suisse Ag/ |
10 |
| Prelude Capital Management, Llc |
10 |
| Allianz Asset Management GmbH |
10 |
| Stifel Financial Corp |
10 |
| Us Bancorp \de\ |
10 |
| Thompson Davis & Co., Inc. |
10 |
| Cwm, Llc |
10 |
| Huntington National Bank |
10 |
| LPL Financial LLC |
10 |
| PDT Partners, LLC |
10 |
| Two Sigma Advisers, Lp |
10 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
10 |
| Alliancebernstein L.p. |
10 |
| Legal & General Group Plc |
10 |
| Advisory Services Network, LLC |
10 |
| A.R.T. Advisors, LLC |
10 |
| Ameriprise Financial Inc |
10 |
| Russell Investments Group, Ltd. |
10 |
| Virtu Financial LLC |
10 |
| Cubist Systematic Strategies, LLC |
10 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
10 |
| Gsa Capital Partners Llp |
10 |
| Lord, Abbett & Co. Llc |
9 |
| Wolverine Trading, Llc |
9 |
| Point72 Hong Kong Ltd |
9 |
| BlackRock Group LTD |
9 |
| Trexquant Investment LP |
9 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
9 |
| Bessemer Group Inc |
9 |
| Schonfeld Strategic Advisors LLC |
9 |
| Comerica Bank |
9 |
| Jefferies Group LLC |
9 |
| BlackRock Fund Advisors |
9 |
| XTX Topco Ltd |
9 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
9 |
| MetLife Securities, Inc |
9 |
| NEXT Financial Group, Inc |
9 |
| Charles Schwab Investment Management Inc |
9 |
| Ubs Asset Management Americas Inc |
9 |
| Ubs Ag |
9 |
| Nine Chapters Capital Management LLC |
9 |
| Hsbc Holdings Plc |
9 |
| Assetmark, Inc |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| Quantbot Technologies LP |
9 |
| Marshall Wace, Llp |
9 |
| Acrospire Investment Management LLC |
9 |
| Suntrust Banks Inc |
9 |
| American International Group, Inc. |
9 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
9 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
9 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
9 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
9 |
| Metropolitan Life Insurance Co/ny |
9 |
| Cambridge Investment Research Advisors, Inc. |
9 |
| KBC Group NV |
9 |
| Aperio Group, LLC |
9 |
| Nationwide Fund Advisors |
9 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
9 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
9 |
| Kcg Holdings, Inc. |
9 |
| HighTower Advisors, LLC |
9 |
| Amalgamated Bank |
9 |
| Tiaa Cref Investment Management Llc |
9 |
| Teachers Advisors, Llc |
9 |
| Russell Frank Co/ |
9 |
| Wolverine Asset Management Llc |
9 |
| Parametric Portfolio Associates Llc |
9 |
| Baird Financial Group, Inc. |
9 |
| Nomura Holdings Inc |
9 |
| Ladenburg Thalmann Financial Services Inc |
9 |
| Macquarie Group Ltd |
9 |
| Point72 Asset Management, L.P. |
8 |
| Stevens Capital Management Lp |
8 |
| Quadrant Capital Group Llc |
8 |
| Parallax Volatility Advisers, L.P. |
8 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
8 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
8 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
8 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
8 |
| Rockefeller Capital Management L.P. |
8 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
8 |
| Two Sigma Securities, Llc |
8 |
| Qube Research & Technologies Ltd |
8 |
| First Mercantile Trust Co |
8 |
| Walleye Trading LLC |
8 |
| Driehaus Capital Management Llc |
8 |
| Voloridge Investment Management, Llc |
8 |
| First Trust Advisors Lp |
8 |
| Advisor Group, Inc. |
8 |
| Raymond James & Associates |
8 |
| Public Employees Retirement Association Of Colorado |
8 |
| BlackRock Investment Management, LLC |
8 |
| Victory Capital Management Inc |
8 |
| State Board Of Administration Of Florida Retirement System |
8 |
| GAM Holding AG |
8 |
| Hrt Financial Lp |
8 |
| Royce & Associates Lp |
8 |
| Ameritas Investment Corp |
8 |
| PEAK6 Investments, L.P. |
8 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
8 |
| Prudential Financial Inc |
8 |
| Swiss National Bank |
8 |
| Global Retirement Partners, LLC |
8 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
8 |
| College Retirement Equities Fund |
8 |
| Caption Management, LLC |
8 |
| O'shaughnessy Asset Management, Llc |
8 |
| Hudson Bay Capital Management LP |
8 |
| Emerald Acquisition Ltd. |
8 |
| King Luther Capital Management Corp |
8 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
8 |
| Private Advisor Group, LLC |
8 |
| California State Teachers Retirement System |
8 |
| Public Employees Retirement System Of Ohio |
8 |
| SG Americas Securities, LLC |
8 |
| Silvercrest Asset Management Group Llc |
8 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
8 |
| Verition Fund Management LLC |
8 |
| Rhumbline Advisers |
8 |
| Connor, Clark & Lunn Investment Management Ltd. |
8 |
| Jump Financial, LLC |
8 |
| Nuveen Asset Management, LLC |
8 |
| Gotham Asset Management, LLC |
8 |
| American Portfolios Advisors |
8 |
| Cutler Group LP |
8 |
| United Capital Financial Advisers, Llc |
8 |
| Ameritas Investment Partners, Inc. |
8 |
| Lazard Asset Management Llc |
8 |
| Quadrature Capital Ltd |
8 |
| RidgeWorth Capital Management LLC |
8 |
| Guggenheim Capital Llc |
8 |
| Dimensional Fund Advisors Lp |
8 |
| Envestnet Asset Management Inc |
8 |
| Boothbay Fund Management, Llc |
8 |
| Acadian Asset Management Llc |
8 |
| Principal Financial Group Inc |
8 |
| Neuberger Berman Group LLC |
8 |
| D.a. Davidson & Co. |
8 |
| Tfs Capital Investment Trust |
8 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
8 |
| Enterprise Financial Services Corp |
8 |
| Mackenzie Financial Corp |
8 |
| Steward Partners Investment Advisory, Llc |
8 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
8 |
| Oxford Asset Management Llp |
8 |
| Paloma Partners Management Co |
8 |
| Signaturefd, Llc |
8 |
| Federated Hermes, Inc. |
8 |
| BlackRock Advisors LLC |
8 |
| Great West Life Assurance Co /can/ |
8 |
| Norges Bank |
8 |
| Aqr Capital Management Llc |
8 |
| Franklin Resources Inc |
8 |
| Axa S.a. |
7 |
| Algert Global Llc |
7 |
| Putnam Investments Llc |
7 |
| Teacher Retirement System Of Texas |
7 |
| Ardsley Advisory Partners Lp |
7 |
| Loomis Sayles & Co L P |
7 |
| Arrowstreet Capital, Limited Partnership |
7 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
7 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
7 |
| Balyasny Asset Management Llc |
7 |
| JustInvest LLC |
7 |
| Northern Trust Co Of Connecticut |
7 |
| Capital Fund Management S.a. |
7 |
| Polar Asset Management Partners Inc. |
7 |
| Massmutual Trust Co Fsb/adv |
7 |
| Nisa Investment Advisors, Llc |
7 |
| Rational Advisors Llc |
7 |
| Vanguard Portfolio Management Llc |
7 |
| Reilly Financial Advisors, Llc |
7 |
| Manatuck Hill Partners, LLC |
7 |
| Centiva Capital, LP |
7 |
| San Francisco Sentry Investment Group (ca) |
7 |
| Allworth Financial LP |
7 |
| Alpine Global Management, LLC |
7 |
| Eqis Capital Management, Inc. |
7 |
| Voya Investment Management Llc |
7 |
| Tudor Investment Corp Et Al |
7 |
| Baird Robert W & Co Inc /wi/ |
7 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
| CENTRAL TRUST Co |
7 |
| 1832 Asset Management L.P. |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| Credit Agricole S A |
7 |
| Captrust Financial Advisors |
7 |
| Sunbelt Securities, Inc. |
7 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
7 |
| GWM Advisors LLC |
7 |
| Thrivent Financial For Lutherans |
7 |
| Integrated Wealth Management |
7 |
| Meeder Asset Management Inc |
7 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
7 |
| Bokf, Na |
7 |
| Cetera Investment Advisers |
7 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
7 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
7 |
| Essex Investment Management Co Llc |
7 |
| State Of Wisconsin Investment Board |
7 |
| Parallel Advisors, LLC |
7 |
| Panagora Asset Management Inc |
7 |
| DekaBank Deutsche Girozentrale |
7 |
| Dynamic Technology Lab Private Ltd |
7 |
| Sowell Financial Services LLC |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
7 |
| EAM Investors, LLC |
7 |
| Ubs Oconnor Llc |
7 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| National Planning Corp |
7 |
| Ground Swell Capital, LLC |
7 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
7 |
| Arizona State Retirement System |
7 |
| Brandywine Global Investment Management, LLC |
7 |
| National Bank Of Canada /fi/ |
7 |
| M&t Bank Corp |
7 |
| CIBC Private Wealth Group, LLC |
7 |
| AdvisorNet Financial, Inc |
7 |
| Sigma Planning Corp |
7 |
| Man Group plc |
7 |
| Jones Financial Companies Lllp |
7 |
| MAI Capital Management |
7 |
| New England Securities Corp /MA/ |
7 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
7 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
| Hussman Strategic Advisors, Inc. |
7 |
| Regions Financial Corp |
7 |
| Oppenheimer & Co Inc |
7 |
| Smithfield Trust Co |
7 |
| ProShare Advisors LLC |
7 |
| Harbour Investments, Inc. |
7 |
| Natixis |
7 |
| Penn Capital Management Co Inc |
7 |
| PEAK6 Investments LLC |
7 |
| Federation des caisses Desjardins du Quebec |
7 |
| Keybank National Association/oh |
7 |
| Canada Pension Plan Investment Board |
7 |
| Raymond James Financial Inc |
7 |
| Walleye Capital LLC |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| MetLife Investment Management, LLC |
6 |
| Orion Portfolio Solutions, LLC |
6 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
6 |
| HAP Trading, LLC |
6 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
6 |
| Vestcor Inc |
6 |
| Spot Trading L.L.C |
6 |
| WealthTrust-Arizona, LLC |
6 |
| Cornerstone Capital Management Holdings Llc. |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
6 |
| IBM Retirement Fund |
6 |
| Lisanti Capital Growth, LLC |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| Profund Advisors Llc |
6 |
| SOUTH STATE Corp |
6 |
| American Century Companies Inc |
6 |
| Petrus Trust Company, LTA |
6 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
6 |
| Pitcairn Co |
6 |
| SBI Securities Co., Ltd. |
6 |
| Vanguard World Fund |
6 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
6 |
| FIL Ltd |
6 |
| Massachusetts Financial Services Co /ma/ |
6 |
| CoreCap Advisors, LLC |
6 |
| State of Wyoming |
6 |
| Bayesian Capital Management, LP |
6 |
| First Horizon Advisors, Inc. |
6 |
| Eaton Vance Management |
6 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
6 |
| Bridgefront Capital, LLC |
6 |
| Police & Firemen's Retirement System of New Jersey |
6 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
6 |
| Caxton Associates Lp |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| Brookfield Asset Management Inc. |
6 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
6 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
6 |
| Vanguard Index Funds |
6 |
| Pine River Capital Management L.P. |
6 |
| Y-Intercept (Hong Kong) Ltd |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
6 |
| Sofos Investments, Inc. |
6 |
| Strs Ohio |
6 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
6 |
| Quantitative Investment Management, LLC |
6 |
| Jfs Wealth Advisors, Llc |
6 |
| Farther Finance Advisors, LLC |
6 |
| Hutchin Hill Capital, LP |
6 |
| Highbridge Capital Management Llc |
6 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
| Principal Funds Inc |
6 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
6 |
| Nordea Investment Management Ab |
6 |
| Amundi Pioneer Asset Management Inc |
6 |
| CIBC Asset Management Inc |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| Berman Capital Advisors, LLC |
6 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
6 |
| BlueCrest Capital Management Ltd |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
| Ancora Advisors, LLC |
6 |
| Eaton Vance Ltd Duration Income Fund |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| Quantamental Technologies LLC |
6 |
| Carroll Financial Associates, Inc. |
6 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
6 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
6 |
| Zacks Investment Management |
6 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
6 |
| Stratos Wealth Partners, LTD. |
6 |
| Coldstream Capital Management Inc |
6 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
6 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
6 |
| Pacer Advisors, Inc. |
6 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
6 |
| Quantitative Systematic Strategies LLC |
6 |
| Alberta Investment Management Corp |
6 |
| Toronto Dominion Bank |
6 |
| Winton Capital Group Ltd |
6 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
6 |
| FNY Managed Accounts LLC |
6 |
| Geneos Wealth Management Inc. |
6 |
| Fox Run Management, L.l.c. |
6 |
| ClariVest Asset Management LLC |
6 |
| Plante Moran Financial Advisors, LLC |
6 |
| Stephens Inc /ar/ |
6 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
6 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
6 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
6 |
| Barings Llc |
6 |
| WFG Advisors, LP |
6 |
| Ritholtz Wealth Management |
6 |
| NumerixS Investment Technologies Inc |
6 |
| Laurion Capital Management LP |
6 |
| Assured Investment Management LLC |
6 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
6 |
| Visium Asset Management, LP |
6 |
| Menta Capital Llc |
6 |
| Spire Wealth Management |
6 |
| Hbk Investments L P |
6 |
| Wealthfront Inc |
6 |
| Kestra Advisory Services, LLC |
6 |
| Brewin Dolphin Ltd |
6 |
| Shay Capital LLC |
6 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
6 |
| D'Orazio & Associates, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
6 |
| Alyeska Investment Group, L.P. |
6 |
| Tiaa-cref Funds |
6 |
| Cetera Advisor Networks LLC |
6 |
| Jane Street Holding, LLC |
6 |
| Sterling Capital Management LLC |
6 |
| Weld Capital Management Llc |
6 |
| Occudo Quantitative Strategies Lp |
6 |
| Bank Of Nova Scotia |
6 |
| State of New Jersey Common Pension Fund D |
6 |
| State of Tennessee, Treasury Department |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| Nuveen, LLC |
6 |
| Wipfli Financial Advisors Llc, |
6 |
| Hartland & Co., LLC |
6 |
| Sei Trust Co |
6 |
| Cambria Investment Management, L.P. |
6 |
| Compagnie Lombard Odier SCmA |
6 |
| PineBridge Investments, L.P. |
6 |
| Managed Account Advisors Llc |
6 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
| Commonwealth Equity Services, Llc |
6 |
| Private Trust Co Na |
6 |
| Truist Financial Corp |
6 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
6 |
| New York State Teachers Retirement System |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| Graham Capital Management, L.P. |
6 |
| Martingale Asset Management L P |
6 |
| Employees Retirement System of Texas |
6 |
| Shell Asset Management Co |
6 |
| First Manhattan Co |
6 |
| Ronald Blue Trust, Inc. |
6 |
| Tfs Capital Llc |
6 |
| Campbell & CO Investment Adviser LLC |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
6 |
| Clear Street Markets Llc |
6 |
| Quarry LP |
6 |
| Airain ltd |
6 |
| Vanguard Capital Management Llc |
6 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
6 |
| Wealthcare Advisory Partners LLC |
6 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
6 |
| Stifel Nicolaus & Co Inc \mo\ |
6 |
| Los Angeles Capital Management Llc |
6 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
6 |
| Nbc Securities, Inc. |
6 |
| WASHINGTON TRUST Co |
6 |
| Larson Financial Group LLC |
6 |
| First Quadrant L P/ca |
6 |
| Lindbrook Capital, Llc |
6 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
6 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
6 |
| Public Sector Pension Investment Board |
6 |
| Janus Henderson Group Plc |
6 |
| Ellington Management Group Llc |
6 |
| Caitong International Asset Management Co., Ltd |
5 |
| Jennison Associates Llc |
5 |
| Advisory Research Inc |
5 |
| Rise Advisors, LLC |
5 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
5 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| Rice Hall James & Associates, Llc |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Mirae Asset Global Investments Co., Ltd. |
5 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
5 |
| World Asset Management Inc |
5 |
| Ing Groep Nv |
5 |
| Numeric Investors Llc |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| Covestor Ltd |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| ArrowMark Colorado Holdings LLC |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| Parkside Financial Bank & Trust |
5 |
| State of Alaska, Department of Revenue |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| National Asset Management, Inc. |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| Weiss Strategic Interval Fund |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| Tocqueville Asset Management L.p. |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| Bell Investment Advisors, Inc |
5 |
| Eagle Asset Management Inc |
5 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
5 |
| Shapiro Robert N |
5 |
| Gabelli Funds Llc |
5 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
5 |
| FNY Investment Advisers, LLC |
5 |
| Rehmann Capital Advisory Group |
5 |
| DRW Securities, LLC |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| Rothschild Investment Llc |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| AHL Partners LLP |
5 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
5 |
| Mariner, LLC |
5 |
| Chicago Equity Partners Llc |
5 |
| Advisor Resource Council |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| CIBC World Markets Inc. |
5 |
| Calamos Advisors LLC |
5 |
| Brinker Capital Investments, LLC |
5 |
| Money Concepts Capital Corp |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| Busey Wealth Management |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Aviva Plc |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| LMR Partners LLP |
5 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Magnetar Financial LLC |
5 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
5 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
5 |
| Cresset Asset Management, LLC |
5 |
| Signet Financial Management, Llc |
5 |
| Moore Capital Management, Lp |
5 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
5 |
| Fortitude Family Office, LLC |
5 |
| State Farm Variable Product Trust |
5 |
| ExodusPoint Capital Management, LP |
5 |
| State Farm Mutual Fund Trust |
5 |
| Placemark Investments, Inc. |
5 |
| Spark Investment Management LLC |
5 |
| Toroso Investments, LLC |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| Easterly Investment Partners Llc |
5 |
| IMC-Chicago, LLC |
5 |
| Proficio Capital Partners LLC |
5 |
| Moody Aldrich Partners Llc |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| Vantagepoint Funds |
5 |
| Catalyst Capital Advisors LLC |
5 |
| Evoke Wealth, Llc |
5 |
| Convergence Investment Partners, LLC |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Aigen Investment Management, Lp |
5 |
| Ieq Capital, Llc |
5 |
| Summit Partners Public Asset Management, Llc |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| Levin Capital Strategies, L.p. |
5 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
5 |
| RK Capital Management, LLC |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Venture Visionary Partners LLC |
5 |
| Seven Eight Capital, Lp |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| Erste Asset Management GmbH |
5 |
| Globeflex Capital L P |
5 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
5 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
5 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
5 |
| GAMMA Investing LLC |
5 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Gemmer Asset Management LLC |
5 |
| MUFG Americas Holdings Corp |
5 |
| Mutual Of America Capital Management Llc |
5 |
| Catalyst Funds Management Pty Ltd |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| Private Ocean, LLC |
5 |
| Principal Securities, Inc. |
5 |
| Manchester Capital Management LLC |
5 |
| Citizens Financial Group Inc/ri |
5 |
| Seacrest Wealth Management, Llc |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| Stone Ridge Asset Management LLC |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| Glassman Wealth Services |
5 |
| Rotella Capital Management, Inc. |
5 |
| First Republic Investment Management, Inc. |
5 |
| Mascoma Wealth Management LLC |
5 |
| Absolute Return Capital, LLC |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| Oppenheimer Funds Inc |
5 |
| Castleark Management Llc |
5 |
| Carlson Capital L P |
5 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
5 |
| Oakworth Capital, Inc. |
5 |
| Securian Asset Management, Inc |
5 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
| Versor Investments LP |
5 |
| Index Management Solutions, LLC |
5 |
| Avantax Planning Partners, Inc. |
5 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
5 |
| Skylands Capital, LLC |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
5 |
| Macroview Investment Management Llc |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| Asset Management One Co., Ltd. |
5 |
| Vident Investment Advisory, LLC |
5 |
| Timber Hill LLC |
5 |
| Lingohr & Partner Asset Management GmbH |
5 |
| Maven Securities LTD |
5 |
| Karp Capital Management Corp |
5 |
| Cerity Partners LLC |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
5 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
5 |
| Stanley-Laman Group, Ltd. |
5 |
| Cibc World Markets Corp |
5 |
| Janney Montgomery Scott LLC |
5 |
| SRS Capital Advisors, Inc. |
5 |
| Arkadios Wealth Advisors |
5 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
5 |
| Capstone Investment Advisors, Llc |
5 |
| Mml Investors Services, Llc |
5 |
| Independent Advisor Alliance |
5 |
| Advisors Asset Management, Inc. |
5 |
| Wealthcare Capital Management Llc |
5 |
| Colony Group Llc |
5 |
| LS Investment Advisors, LLC |
5 |
| First Citizens Bank & Trust Co |
5 |
| Twinbeech Capital Lp |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| Level Four Advisory Services, Llc |
5 |
| Hancock Whitney Corp |
5 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
| Alps Advisors Inc |
5 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
| SAC Capital Advisors LP |
5 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
5 |
| Wolff Wiese Magana Llc |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| Adage Capital Partners Gp, L.l.c. |
5 |
| Ajo, Lp |
5 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
| CAPROCK Group, Inc. |
5 |
| Headlands Technologies LLC |
5 |
| Cipher Capital LP |
5 |
| Swiss Life Asset Management Ltd |
5 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
| Schroder Investment Management Group |
5 |
| Assenagon Asset Management S.A. |
5 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
| Wedbush Securities Inc |
5 |
| Prospera Financial Services Inc |
5 |
| Brown Brothers Harriman & Co |
5 |
| Pearl River Capital, LLC |
5 |
| ETRADE Capital Management LLC |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| Total Clarity Wealth Management, Inc. |
5 |
| Piedmont Investment Advisors Llc |
5 |
| Kanaly Trust Co |
5 |
| Cadence Capital Management Llc |
5 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
| Moors & Cabot, Inc. |
5 |
| VTL Associates, LLC |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| BNP Paribas Asset Management Holding S.A. |
5 |
| Mason Street Advisors, Llc |
5 |
| Texas Permanent School Fund |
5 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
| Lsv Asset Management |
5 |
| Shelton Capital Management |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
5 |
| United Services Automobile Association |
5 |
| Clearbridge Investments, LLC |
5 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
| Td Asset Management Inc |
5 |
| We Are One Seven, LLC |
5 |
| Valeo Financial Advisors, LLC |
5 |
| New England Research & Management, Inc. |
5 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
5 |
| GPS Wealth Strategies Group, LLC |
5 |
| Gradient Investments LLC |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Bb&t Investment Services, Inc. |
5 |
| Van Eck Associates Corp |
5 |
| Bridgeway Capital Management Inc |
5 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
5 |
| Disciplined Investments, LLC |
5 |
| Teachers Retirement System Of The State Of Kentucky |
5 |
| Capstone Asset Management Co |
5 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
5 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
5 |
| Atria Investments Llc |
5 |
| Amundi |
5 |
| DAVENPORT & Co LLC |
5 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| WealthPlan Investment Management, LLC |
5 |
| Louisiana State Employees Retirement System |
5 |
| TD Waterhouse Canada Inc. |
5 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| Creative Financial Designs Inc /adv |
5 |
| Sandy Spring Bank |
5 |
| Intech Investment Management Llc |
5 |
| J.w. Cole Advisors, Inc. |
5 |
| Brown Advisory Inc |
5 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Caas Capital Management Lp |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| Bailard, Inc. |
4 |
| Vanguard Investments Australia, Ltd. |
4 |
| Twin Tree Management, LP |
4 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
4 |
| Blackrock Multi-sector Income Trust |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
4 |
| Mfs Multimarket Income Trust |
4 |
| Mfs Special Value Trust |
4 |
| Fred Alger Management, Llc |
4 |
| Allstate Corp |
4 |
| Bluefin Trading, LLC |
4 |
| Rydex Etf Trust |
4 |
| Sciencast Management LP |
4 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| Venturi Wealth Management, LLC |
4 |
| ORG Partners LLC |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
4 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
4 |
| Mfs Charter Income Trust |
4 |
| South Texas Money Management Ltd |
4 |
| Associated Banc-corp |
4 |
| Root Financial Partners, LLC |
4 |
| Mfs Intermediate High Income Fund |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| TimesSquare Capital Management, LLC |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| First Personal Financial Services |
4 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
4 |
| Bridgewater Associates, LP |
4 |
| Dogwood Wealth Management LLC |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| Riverhead Capital Management Llc |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
4 |
| Boston Private Wealth Llc |
4 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
| Friess Associates Llc |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
| BNP Paribas Investment Partners S.A. |
4 |
| Wealthspire Advisors, L.P. |
4 |
| Intentional Wealth Strategies, LLC |
4 |
| Aviance Capital Management, Llc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
4 |
| Bodri Capital Management, LLC |
4 |
| Cupps Capital Management, LLC |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
| Old Mission Capital Llc |
4 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
4 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
4 |
| Artisan Partners Limited Partnership |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
4 |
| SevenBridge Financial Group, LLC |
4 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Compass Wealth Management LLC |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
4 |
| Point72 Middle East FZE |
4 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
4 |
| Wilmington Funds Management Corp |
4 |
| S&t Bank/pa |
4 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
4 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
4 |
| Brandes Investment Partners, Lp |
4 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| AGF Investments LLC |
4 |
| True Wealth Design, LLC |
4 |
| Pittenger & Anderson Inc |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| Elkfork Partners LLC |
4 |
| AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
4 |
| JJJ Advisors Inc. |
4 |
| Blackrock Ltd Duration Income Trust |
4 |
| Symmetry Partners, LLC |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| Blackrock Core Bond Trust |
4 |
| PharVision Advisers, LLC |
4 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| AE Wealth Management LLC |
4 |
| IHT Wealth Management, LLC |
4 |
| Tyers Asset Management LLC |
4 |
| Cambridge Trust Co |
4 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Cigna Investments Inc /new |
4 |
| Summit Global Investments |
4 |
| Patriot Financial Group Insurance Agency, LLC |
4 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
4 |
| Portolan Capital Management, LLC |
4 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
4 |
| Whittier Trust Co |
4 |
| Moran Wealth Management, LLC |
4 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
4 |
| Westside Investment Management, Inc. |
4 |
| Axq Capital, Lp |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Lido Advisors, LLC |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| IFG Advisory, LLC |
4 |
| Belpointe Asset Management LLC |
4 |
| Landaas & Co /wi /adv |
4 |
| Csenge Advisory Group |
4 |
| Bogart Wealth, LLC |
4 |
| Hodges Capital Management Inc. |
4 |
| Armstrong Advisory Group, Inc |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Hantz Financial Services, Inc. |
4 |
| Amalgamated Financial Corp. |
4 |
| Quent Capital, LLC |
4 |
| Vanguard Fiduciary Trust Co |
4 |
| Aquatic Capital Management LLC |
4 |
| Cornercap Investment Counsel Inc |
4 |
| Jefferies Financial Group Inc. |
4 |
| Washington Trust Advisors, Inc. |
4 |
| SJS Investment Consulting Inc. |
4 |
| Ameritas Advisory Services, LLC |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Schubert & Co |
4 |
| Sculptor Capital LP |
4 |
| Oak Thistle LLC |
4 |
| Johnson Financial Group, Inc. |
4 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
4 |
| Wexford Capital Lp |
4 |
| FourThought Financial, LLC |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Dark Forest Capital Management Lp |
4 |
| Delos Wealth Advisors, LLC |
4 |
| Hillsdale Investment Management Inc. |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| Optiver Holding B.V. |
4 |
| Daiwa Securities Group Inc. |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Bartlett & Co. LLC |
4 |
| Capitolis Advisors LLC |
4 |
| Princeton Alpha Management LP |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Coppell Advisory Solutions LLC |
4 |
| Retirement Group, LLC |
4 |
| Hughes Financial Services, LLC |
4 |
| Alpha DNA Investment Management LLC |
4 |
| Rialto Wealth Management, LLC |
4 |
| Alpha Paradigm Partners, LLC |
4 |
| Hood River Capital Management LLC |
4 |
| Checchi Capital Advisers, LLC |
4 |
| Manning & Napier Advisors Llc |
4 |
| Perigon Wealth Management, LLC |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| BRYN MAWR TRUST Co |
4 |
| Moody Lynn & Lieberson, Llc |
4 |
| Cordant, Inc. |
4 |
| Patten Group, Inc. |
4 |
| Janus Capital Management Llc |
4 |
| Capital World Investors |
4 |
| Ergoteles LLC |
4 |
| Danske Bank A/s |
4 |
| First Horizon Corp |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| International Assets Investment Management, Llc |
4 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
4 |
| Pictet Asset Management Ltd |
4 |
| Epoch Investment Partners, Inc. |
4 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
4 |
| Santa Fe Partners LLC |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
4 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| Trellus Management Company, LLC |
4 |
| K2 Principal Fund, L.p. |
4 |
| Cookson Peirce & Co Inc |
4 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
| State of New Jersey Common Pension Fund A |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| GV Financial Advisors |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Ensign Peak Advisors, Inc |
4 |
| Leonteq Securities AG |
4 |
| FORA Capital, LLC |
4 |
| Kathmere Capital Management, LLC |
4 |
| Evercore Wealth Management, LLC |
4 |
| Barrett Asset Management, LLC |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| South Dakota Investment Council |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| Banque Cantonale Vaudoise |
4 |
| Farmers & Merchants Investments Inc |
4 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
4 |
| Financial Architects, Inc |
4 |
| Colonial Trust Advisors |
4 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
4 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
| Aristides Capital LLC |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
4 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
4 |
| Dupont Capital Management Corp |
4 |
| Scout Investments, Inc. |
4 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
4 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
| First New York Securities Llc /ny |
4 |
| North Star Investment Management Corp. |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| MDXBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Tax-Free Bond Fund |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| Financial Management Professionals, Inc. |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| Vanguard Global Advisers, LLC |
4 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
4 |
| GHP Investment Advisors, Inc. |
4 |
| Commonwealth Bank Of Australia |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| Sanctuary Advisors, LLC |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| Commonwealth Equity Services, Inc |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Tfo-tdc, Llc |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| Caisse De Depot Et Placement Du Quebec |
4 |
| Advent Capital Management /de/ |
4 |
| Thompson Investment Management, Inc. |
4 |
| Exchange Traded Concepts, Llc |
4 |
| VANGUARD ASSET MANAGEMENT, Ltd |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
4 |
| Td Private Client Wealth Llc |
4 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
4 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
| Boston Partners |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| Wellington Shields & Co., LLC |
4 |
| Clinton Group Inc |
4 |
| Kennedy Capital Management, Inc. |
4 |
| CenterStar Fund, LLC |
4 |
| Howe & Rusling Inc |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
| Bb&t Securities, Llc |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| L & S Advisors Inc |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| NewSquare Capital LLC |
4 |
| Corebridge Financial, Inc. |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
4 |
| Sumitomo Mitsui Trust Holdings, Inc. |
4 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
4 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
4 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
4 |
| Blair William & Co/il |
4 |
| Css Llc/il |
4 |
| Platinum Investment Management Ltd |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| Cnh Partners Llc |
4 |
| LRI Investments, LLC |
4 |
| Pathstone Family Office, Llc |
4 |
| Scopus Asset Management, L.p. |
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 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Denver Investment Advisors Llc |
4 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
4 |
| State Of Michigan Retirement System |
4 |
| Tarbox Family Office, Inc. |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
4 |
| Retirement Systems of Alabama |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
| Jupiter Asset Management Ltd |
4 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
4 |
| Oakbrook Investments Llc |
4 |
| Systematic Financial Management Lp |
4 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
4 |
| Tompkins Financial Corp |
4 |
| Alpha Windward Llc |
4 |
| Franklin Street Advisors Inc /nc |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| Brookstone Capital Management |
4 |
| Fisher Asset Management, LLC |
4 |
| Luminus Management Llc |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| First Hawaiian Bank |
4 |
| Thb Asset Management |
4 |
| Edge Wealth Management LLC |
4 |
| Pegasus Partners Ltd. |
4 |
| Entropy Technologies, LP |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| Heartland Advisors Inc |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| Toth Financial Advisory Corp |
4 |
| TrimTabs Asset Management, LLC |
4 |
| J. Goldman & Co LP |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| Pathstone Holdings, LLC |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| Fiera Capital Corp |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Caitlin John, LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| EntryPoint Capital, LLC |
4 |
| Hartford Investment Management Co |
4 |
| MCF Advisors LLC |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| Bowling Portfolio Management LLC |
4 |
| Artemis Investment Management LLP |
4 |
| Scientech Research LLC |
4 |
| Valley National Advisers Inc |
4 |
| Montag A & Associates Inc |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| Sonora Investment Management, LLC |
4 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
4 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| Agf Investments Inc. |
4 |
| Utah Retirement Systems |
4 |
| Janney Capital Management LLC |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| Synovus Financial Corp |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Burney Co/ |
4 |
| Destination Wealth Management |
4 |
| Partnervest Advisory Services LLC |
4 |
| Picton Mahoney Asset Management |
4 |
| Smartleaf Asset Management LLC |
4 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
4 |
| Mackay Shields Llc |
4 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
4 |
| Weaver C. Barksdale & Associates, Inc. |
4 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
4 |
| James Investment Research Inc |
4 |
| Koch Industries Inc |
4 |
| Diversified Trust Co |
4 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| Quest Partners LLC |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| Capital Advisors, Ltd. LLC |
4 |
| Navellier & Associates Inc |
4 |
| Covington Capital Management |
4 |
| Bare Financial Services, Inc |
4 |
| CR Intrinsic Investors, LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| 1492 Capital Management LLC |
4 |
| Freestone Capital Holdings, LLC |
4 |
| Personal Cfo Solutions, Llc |
4 |
| Weaver Consulting Group |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| Benjamin Edwards Inc |
4 |
| Commerce Bank |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Golden State Wealth Management, LLC |
4 |
| Wbi Investments, Inc. |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Natixis Advisors, L.p. |
4 |
| Western Wealth Management, LLC |
4 |
| Dynamic Technology Lab Pte Ltd |
4 |
| Frontier Wealth Management LLC |
4 |
| RHJ International SA |
4 |
| Symphony Asset Management Llc |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| QS Investors, LLC |
4 |
| Atom Investors LP |
4 |
| Quantinno Capital Management LP |
4 |
| Cetera Advisors LLC |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| Avantax Advisory Services, Inc. |
4 |
| JNBA Financial Advisors |
4 |
| APG Asset Management N.V. |
4 |
| FDx Advisors, Inc. |
4 |
| Blueshift Asset Management, LLC |
4 |
| Great Lakes Advisors, Llc |
4 |
| RPG Investment Advisory, LLC |
4 |
| Ramsey Quantitative Systems |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| Granite Investment Partners, LLC |
4 |
| Vident Advisory, LLC |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Exane Derivatives |
4 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| EAM Global Investors LLC |
4 |
| Integrated Wealth Concepts LLC |
4 |
| Versant Capital Management, Inc |
4 |
| Tradeworx Inc. |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Penserra Capital Management LLC |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| Brevan Howard Capital Management LP |
4 |
| AMP Capital Investors Ltd |
4 |
| Baldwin Brothers Inc/ma |
4 |
| Holocene Advisors, LP |
4 |
| Bahl & Gaynor Inc |
4 |
| Verity Asset Management, Inc. |
4 |
| Financial Gravity Companies, Inc. |
4 |
| Carillon Tower Advisers, Inc. |
4 |
| Crewe Advisors LLC |
4 |
| Dana Investment Advisors, Inc. |
4 |
| Centaurus Financial, Inc. |
4 |
| First Allied Advisory Services, Inc. |
4 |
| Gryphon Financial Partners LLC |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| Cornerstone Wealth Management, LLC |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
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 |
| Icon Advisers Inc/co |
4 |
| Invictus RG |
4 |
| Dunhill Financial, LLC |
4 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
| Ridgeworth Funds |
4 |
| Rainier Investment Management Llc |
4 |
| BlackRock Japan Co. Ltd |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Arosa Capital Management LP |
4 |
| Hexagon Capital Partners LLC |
3 |
| Capital Management Associates /ny/ |
3 |
| Community Capital Management, Inc. |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| Meritage Portfolio Management |
3 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
3 |
| Bridges Investment Management Inc |
3 |
| Beacon Capital Management, Inc. |
3 |
| Founders Financial Alliance, LLC |
3 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
3 |
| Putnam Fl Investment Management Co |
3 |
| Delta Lloyd Nv |
3 |
| Cortina Asset Management, LLC |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Alphacrest Capital Management Llc |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| River & Mercantile Asset Management Llp |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| Asset Dedication, LLC |
3 |
| Fortis Group Advisors, LLC |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| Segment Wealth Management, LLC |
3 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
3 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
| Accel Wealth Management |
3 |
| Hemington Wealth Management |
3 |
| High Note Wealth, LLC |
3 |
| Fiduciary Trust Co |
3 |
| Catapult Capital Management Llc |
3 |
| Wall Street Associates |
3 |
| Maryland State Retirement & Pension System |
3 |
| Global Financial Private Client, LLC |
3 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| Community Bank, N.A. |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Symmetry Investments LP |
3 |
| Point72 (DIFC) Ltd |
3 |
| Golden State Equity Partners |
3 |
| Md Sass Investors Services Inc |
3 |
| Prudential Plc |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Capital Growth Management Lp |
3 |
| Renasant Bank |
3 |
| Ellis Investment Partners, LLC |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Qrg Capital Management, Inc. |
3 |
| Wedge Capital Management L L P/nc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
| Gen-Wealth Partners Inc |
3 |
| RBF Capital, LLC |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| Lebenthal Global Advisors, LLC |
3 |
| Vantage Consulting Group Inc |
3 |
| Vontobel Holding Ltd. |
3 |
| Natixis Investment Managers International |
3 |
| Ellevest, Inc. |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Concord Wealth Partners |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| Cantab Capital Partners LLP |
3 |
| Hilltop Holdings Inc. |
3 |
| Ghisallo Capital Management LLC |
3 |
| Glenview Capital Management, Llc |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| GLG Partners LP |
3 |
| Marex Group plc |
3 |
| Daruma Capital Management Llc |
3 |
| Laffer Investments |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| Smith Asset Management Group Lp |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| Gilder Gagnon Howe & Co Llc |
3 |
| Reinhart Partners, Inc. |
3 |
| Laird Norton Trust Company, Llc |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| Raymond James Trust N.a. |
3 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
| 44 Wealth Management Llc |
3 |
| Formidable Asset Management, LLC |
3 |
| Old Second National Bank Of Aurora |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Jain Global LLC |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| Swedbank AB |
3 |
| Chartwell Investment Partners, Llc |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| Cushing Asset Management, Lp |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| HighVista Strategies LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Parkwood LLC |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF |
3 |
| Advisory Alpha, LLC |
3 |
| Copeland Capital Management, LLC |
3 |
| Continuum Advisory, LLC |
3 |
| Cim Investment Mangement Inc |
3 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| Triumph Capital Management |
3 |
| Motco |
3 |
| Mycio Wealth Partners, Llc |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| M&G Plc |
3 |
| Millstone Evans Group, LLC |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
| Klp Kapitalforvaltning As |
3 |
| Stoneridge Investment Partners Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
3 |
| Alambic Investment Management, L.P. |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| Hawk Ridge Capital Management Lp |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| Grace & White Inc /ny |
3 |
| Activest Wealth Management |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| Smith Group Asset Management, LLC |
3 |
| Paradigm Asset Management Co Llc |
3 |
| Studio Investment Management Llc |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Guggenheim Active Allocation Fund |
3 |
| Selective Wealth Management, Inc. |
3 |
| Capital Performance Advisors Llp |
3 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
| Tygh Capital Management, Inc. |
3 |
| Financial Sense Advisors, Inc. |
3 |
| Yousif Capital Management, Llc |
3 |
| Defiance ETFs, LLC |
3 |
| Steward Financial Group LLC |
3 |
| Savant Capital, LLC |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| Mather Group, Llc. |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| De Lisle Partners LLP |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Forward Management, LLC |
3 |
| MUFG Securities EMEA plc |
3 |
| Estabrook Capital Management |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Canton Hathaway, LLC |
3 |
| Diversify Advisory Services, LLC |
3 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| WealthTrak Capital Management LLC |
3 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
| First Eagle Investment Management, LLC |
3 |
| Korea Investment CORP |
3 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
| Rossby Financial, LCC |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Annex Advisory Services, LLC |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Hudock, Inc. |
3 |
| Interval Partners, LP |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| Shamrock Asset Management LLC |
3 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional |
3 |
| CenterBook Partners LP |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Handelsbanken Fonder AB |
3 |
| Weiss Asset Management LP |
3 |
| MQS Management LLC |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| Snowden Capital Advisors LLC |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| Trust Co Of Vermont |
3 |
| Farringdon Capital, Ltd. |
3 |
| Park Avenue Securities Llc |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| New Millennium Group LLC |
3 |
| Redmont Wealth Advisors Llc |
3 |
| Mastrapasqua Asset Management Inc |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Columbia Partners L L C Investment Management |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
3 |
| Sirios Capital Management L P |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Payden & Rygel |
3 |
| HB Wealth Management, LLC |
3 |
| Zullo Investment Group, Inc. |
3 |
| SpiderRock Trading LLC |
3 |
| CX Institutional |
3 |
| Trillium Asset Management, Llc |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| Peak6 Llc |
3 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
3 |
| Li Winifred I |
3 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| Herndon Capital Management Llc |
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 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
| Tyler-Stone Wealth Management |
3 |
| Gts Securities Llc |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| Psagot Value Holdings Ltd. / (Israel) |
3 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
3 |
| CenturyLink Investment Management Co |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
| USA Financial Portformulas Corp |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| American Capital Advisory, LLC |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| Integral Derivatives, LLC |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Cary Street Partners Financial Llc |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
3 |
| Winch Advisory Services, LLC |
3 |
| Ingalls & Snyder Llc |
3 |
| Brave Asset Management Inc |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| Optima Capital Llc |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| Oppenheimer Etf Trust |
3 |
| American National Bank |
3 |
| Azzad Asset Management Inc /adv |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
3 |
| Bayforest Capital Ltd |
3 |
| DnB Asset Management AS |
3 |
| Twin Capital Management Inc |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| Foundry Partners, LLC |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| Vanguard Explorer Fund |
3 |
| 361 Capital Llc |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| Change Path, LLC |
3 |
| B. Riley Financial, Inc. |
3 |
| Delta Asset Management Llc/tn |
3 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
| Ceredex Value Advisors LLC |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
3 |
| Kapitalo Investimentos Ltda |
3 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
3 |
| Congress Asset Management Co /ma |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| nVerses Capital, LLC |
3 |
| Wellington Grp LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| Edgestream Partners, L.P. |
3 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
3 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
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 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| OP Asset Management Ltd |
3 |
| Advance Capital I Inc |
3 |
| D L Carlson Investment Group Inc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
3 |
| Deere & Co |
3 |
| RFP Financial Group LLC |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| Webster Bank, N. A. |
3 |
| Fieldview Capital Management, LLC |
3 |
| Veritable, L.P. |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| Allegis Investment Advisors, LLC |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| Cassaday & Co Wealth Management LLC |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
| Atlas Capital Advisors Llc |
3 |
| Washington Trust Bank |
3 |
| Capital Bank & Trust Co |
3 |
| Country Trust Bank |
3 |
| Perbak Capital Partners LLP |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| Contravisory Investment Management, Inc. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Donoghue Forlines LLC |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| Pendal Group Ltd |
3 |
| Phoenix Holdings Ltd. |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Guerra Advisors Inc |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Dakota Wealth Management |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
3 |
| Qsemble Capital Management, LP |
3 |
| Baystate Wealth Management LLC |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
3 |
| Indiana Trust & Investment Management CO |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| Legacy Advisors, LLC |
3 |
| Wunderlich Securities, Inc. |
3 |
| Banque Transatlantique SA |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
3 |
| Denali Advisors Llc |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| West Oak Capital, 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 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| Torno Capital, Llc |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| J.Safra Asset Management Corp |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| Kistler-Tiffany Companies, LLC |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| Madden Advisory Services, Inc. |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| Cerebellum GP, LLC |
3 |
| Centerpoint Advisors, LLC |
3 |
| Front Row Advisors LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
| Atlantic Trust, LLC |
3 |
| Clough Global Equity Fund |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
3 |
| Private Capital Group, LLC |
3 |
| Modera Wealth Management, LLC |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| M&g Investment Management Ltd |
3 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
3 |
| Colony Group, LLC |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| Old National Bancorp /in/ |
3 |
| ARS Investment Partners, LLC |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
3 |
| Greenwood Capital Associates Llc |
3 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Sawtooth Solutions, LLC |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| Harris Associates L P |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
| Founders Capital Management |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| Freestone Grove Partners LP |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Cannell Peter B & Co Inc |
3 |
| Omnia Family Wealth, LLC |
3 |
| Salem Investment Counselors Inc |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| Sigma Capital Management Llc |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
3 |
| Westfield Capital Management Co Lp |
3 |
| Kcm Investment Advisors Llc |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| V-Square Quantitative Management LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
| One Wealth Advisors, LLC |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| Dynamic Capital Management Ltd |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| Mazama Capital Management Inc |
3 |
| Vanguard Morgan Growth Fund |
3 |
| Avestar Capital, LLC |
3 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
3 |
| BBT Capital Management, LLC |
3 |
| Yahoo Inc |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| Summit Trail Advisors, Llc |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| Inceptionr Llc |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| Greenland Capital Management LP |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| Advantage Investment Management, Llc |
3 |
| Scotia Capital Inc. |
3 |
| LGT Financial Advisors LLC |
3 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
3 |
| Capula Management Ltd |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
3 |
| Militia Capital Partners, LP |
3 |
| HFM Investment Advisors, LLC |
3 |
| Cornerstone Planning Group LLC |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| SummitTX Capital, L.P. |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| Spring Creek Capital Llc |
3 |
| Origin Asset Management LLP |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
| Brasada Capital Management, Lp |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| People's United Financial, Inc. |
3 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| Pfs Investments Inc. |
3 |
| Ironwood Financial, llc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| Zrc Wealth Management, Llc |
3 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
3 |
| CWM Advisors, LLC |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
3 |
| Suffolk Capital Management Llc |
3 |
| Freedom Wealth Alliance, Llc |
3 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Private Wealth Asset Management, LLC |
3 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
3 |
| Albion Financial Group /ut |
3 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
| Glen Harbor Capital Management LLC |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
| Arrow Financial Corp |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
3 |
| Westpac Banking Corp |
3 |
| Avalon Trust Co |
3 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| Financial Advocates Investment Management |
3 |
| Sound Income Strategies, LLC |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| Nebula Research & Development LLC |
3 |
| Roosevelt Investment Group Llc |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
3 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
3 |
| Lee Financial Co |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| SageView Advisory Group, LLC |
3 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| Turner Investments, L.p. |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| Polymer Capital Management (HK) LTD |
3 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
3 |
| Hartford Mutual Funds Inc/ct |
3 |
| Empirical Finance, LLC |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| New Mexico Educational Retirement Board |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| Empowered Funds, LLC |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
3 |
| Merit Financial Group, LLC |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| Truewealth Llc |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
| Richardson Capital Management LLC |
3 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
3 |
| Meridian Wealth Management, LLC |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
| Forum Funds |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| Mason Street Advisors, Llc |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
| Lucus Advisors Llc |
3 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
| Frontier Capital Management Co Llc |
3 |
| Capital One, National Association |
3 |
| CI Private Wealth, LLC |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| Skopos Labs, Inc. |
3 |
| Belvedere Trading LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| SWAN Capital LLC |
3 |
| Teza Capital Management LLC |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
| JPL Wealth Management, LLC |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
| Ledyard National Bank |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
3 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
| Pennsylvania Trust Co |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| Boyd Watterson Asset Management Llc/oh |
3 |
| McAdam, LLC |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| Mckinley Capital Management Llc /delaware |
3 |
| Koshinski Asset Management, Inc. |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| Xponance, Inc. |
3 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
| Jag Capital Management, Llc |
3 |
| Sachetta, LLC |
3 |
| Profunds - Profund Vp Oil & Gas |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| Stone House Investment Management, LLC |
3 |
| Cape Investment Advisory, Inc. |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
3 |
| Cowen Group, Inc. |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| Capital Guardian Trust Co |
3 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
3 |
| Umb Bank N A/mo |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| Bowen Hanes & Co Inc |
3 |
| Cloud Capital Management, LLC |
3 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| Crestline Management, LP |
3 |
| Investors Research Corp |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| Icon Wealth Partners, LLC |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| HighPoint Advisor Group LLC |
3 |
| Rafferty Asset Management, LLC |
3 |
| Bellecapital International Ltd. |
3 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
| First Command Financial Services, Inc. |
3 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
| I.g. Investment Management, Ltd. |
3 |
| First Command Bank |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Teton Westwood Funds |
3 |
| Simon Quick Advisors, Llc |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| Poehling Capital Management, LLC |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| Xact Kapitalforvaltning AB |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| Alydar Partners Llc |
3 |
| Jordan Park Group LLC |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| Sandler Capital Management |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| DiNuzzo Private Wealth, Inc. |
3 |
| Corient Capital Partners, LLC |
3 |
| Electron Capital Partners, LLC |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Jacobi Capital Management LLC |
3 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
3 |
| WPG Advisers, LLC |
3 |
| Sterne Agee Group, Inc. |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| FineMark National Bank & Trust |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| Peregrine Capital Management Llc |
3 |
| Elite Wealth Management, Inc. |
3 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
3 |
| Stux Capital Management, LLC |
3 |
| Investment Management Of Virginia Llc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| TIMOTHY PLAN - Timothy Strategic Variable |
3 |
| Bridgewater Advisors Inc. |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
| Bellwether Investment Group, LLC |
3 |
| Pinnacle Wealth Planning Services, Inc. |
3 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
| Chilton Capital Management Llc |
3 |
| Sfmg, Llc |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Mraz, Amerine & Associates, Inc. |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| Highland Capital Management, Llc |
3 |
| UMA Financial Services, Inc. |
3 |
| Cascade Investment Advisors, Inc. |
3 |
| Optimum Investment Advisors |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| Warren Averett Asset Management, LLC |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Delaware Management Holdings, Inc. |
3 |
| Avion Wealth |
3 |
| Arden Investment Series Trust |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| Strategic Global Advisors, LLC |
3 |
| Fort, L.p. |
3 |
| Granite Point Capital Management, L.P. |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| Zebra Capital Management LLC |
3 |
| Advent Claymore Convertible Securities & Income Fund |
3 |
| Societe Generale |
3 |
| Zions Bancorporation |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| UniSuper Management Pty Ltd |
3 |
| Scout Funds |
3 |
| WealthStone, Inc. |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| Trustcore Financial Services, Llc |
3 |
| Comerica Securities,inc. |
3 |
| Tlp Group Llc |
3 |
| Callan Family Office, LLC |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| Cable Hill Partners, LLC |
3 |
| Monetary Management Group Inc |
3 |
| Treasurer of the State of North Carolina |
3 |
| BCJ Capital Management, LLC |
3 |
| Surevest, LLC |
3 |
| Voleon Capital Management Lp |
3 |
| Covenant Partners, LLC |
3 |
| Granahan Investment Management Inc/ma |
3 |
| Hoxton Financial, Inc. |
3 |
| Quest Capital Management Inc /adv |
3 |
| Boston Private Bank & Trust Co |
3 |
| Man Investments Ltd |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| Qtron Investments LLC |
3 |
| Aspire Private Capital, LLC |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| Mv Capital Management, Inc. |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
| CenterStar Asset Management, LLC |
3 |
| Vanguard Whitehall Funds |
3 |
| Brinker Capital Inc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Wealthspire Advisors, LLC |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
| Teton Advisors, Inc. |
3 |
| Sit Investment Associates Inc |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
| SeaBridge Investment Advisors LLC |
3 |
| Salomon & Ludwin, LLC |
3 |
| Maverick Capital Ltd |
3 |
| Torren Management, LLC |
3 |
| Illinois Municipal Retirement Fund |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| BKD Wealth Advisors, LLC |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| Actinver Wealth Management, Inc. |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| Great Diamond Partners, LLC |
3 |
| Wesbanco Bank Inc |
3 |
| General Motors Investment Management Corp |
3 |
| Sanders Morris Harris Llc |
3 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| Camden Capital, LLC |
3 |
| SECOR Capital Advisors, LP |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Key FInancial Inc |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| Elyxium Wealth, LLC |
3 |
| Hennessy Advisors Inc |
3 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| Ci Investments Inc. |
3 |
| PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| DKRB - Series Portfolios Trust - Subversive Decarbonization ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Wealth Enhancement Trust Services, Inc. |
3 |
| Kingsview Wealth Management, LLC |
3 |
| PointState Capital LP |
3 |
| Keebeck Alpha, LP |
3 |
| Pinz Capital Management, LP |
3 |
| Goelzer Investment Management, Inc. |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Monarch Partners Asset Management LLC |
3 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
3 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Madison Asset Management, LLC |
3 |
| Kings Point Capital Management |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Calvert Investment Management, Inc. |
3 |
| Washington Capital Management Inc |
3 |
| Americana Partners, LLC |
3 |
| Column Capital Advisors, LLC |
3 |
| Ethic Inc. |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| Center for Financial Planning, Inc. |
3 |
| Caldwell & Orkin Inc |
3 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
3 |
| Sii Investments Inc/wi |
3 |
| Valued Wealth Advisors LLC |
3 |
| Smallcap World Fund Inc |
3 |
| Atwood & Palmer Inc |
3 |
| Owl Creek Wealth Partners LLC |
3 |
| Nishkama Capital, LLC |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
3 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
3 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
3 |
| Cinctive Capital Management LP |
3 |
| Meridian Wealth Partners, LLC |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| Dreman Value Management, L L C |
3 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
| Baker Ellis Asset Management LLC |
3 |
| Mirabella Financial Services Llp |
3 |
| Horizon Investments, LLC |
3 |
| Northwest Investment Counselors, Llc |
3 |
| GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| Nomura Asset Management Co Ltd |
3 |
| CVA Family Office, LLC |
3 |
| Neo Ivy Capital Management |
3 |
| VCSMX - VALIC Co I - Small Cap Fund |
3 |
| WealthPLAN Partners, LLC |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| Aviance Capital Partners, LLC |
3 |
| Tradewinds Capital Management, LLC |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Grace Capital |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Burnham Asset Management Corp /ny/ |
3 |
| BlueCrest Capital Management LLP |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| Harvey Partners, LLC |
3 |
| ORG Wealth Partners, LLC |
3 |
| Hermes Investment Management Ltd |
3 |
| 3 Factor Indexing, Llc |
3 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
3 |
| Binnacle Investments Inc |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| Perpetual Ltd |
3 |
| Ameriflex Group, Inc. |
3 |
| Zeke Capital Advisors, Llc |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Legato Capital Management LLC |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| Anchor Investment Management, LLC |
3 |
| Evergreen Capital Management Llc |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| Curian Capital Llc |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| Essex Financial Services, Inc. |
3 |
| PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
3 |
| Magnus Financial Group LLC |
3 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
3 |
| Kestra Investment Management, LLC |
3 |
| Peconic Partners Llc |
3 |
| Glg Inc. |
3 |
| Ballentine Partners, LLC |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| Tsfg, Llc |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Eudaimonia Partners, LLC |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Advisors Preferred, LLC |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| Spouting Rock Asset Management, LLC |
3 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
| High Pointe Capital Management Llc |
3 |
| Cromwell Holdings LLC |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| Grove Bank & Trust |
3 |
| Zions Bancorporation, N.A. |
3 |
| Rs Investment Management Co Llc |
3 |
| Analytic Investors, LLC |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
| Wcm Investment Management, Llc |
3 |
| AAIIX - ANCORA TRUST - Ancora Income Fund Class I |
3 |
| Retirement Wealth Solutions LLC |
3 |
| Cullen Capital Management, LLC |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| Advisors Capital Management, LLC |
3 |
| RMB Capital Management, LLC |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| Keating Financial Advisory Services, Inc. |
3 |
| PFFD - Global X Funds - Global X U.S. Preferred ETF |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| Saturna Capital CORP |
3 |
| Boston Trust Walden Corp |
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 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
3 |
| West Paces Advisors Inc. |
3 |
| AdvisorShares Investments LLC |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| R Squared Ltd |
3 |
| Ascend Capital, Llc |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| Pinebridge Investments Llc |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| Harbor Investment Advisory, Llc |
3 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| Dorsey Wright & Associates |
3 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
| Bogle Investment Management L P /de/ |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| Whipplewood Advisors, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| Six Circles Trust - Six Circles Global Bond Fund |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Duality Advisers, Lp |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Pictet Asset Management Holding SA |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| Sunrise Financial Services, LLC |
3 |
| Rothschild Investment Corp /il |
3 |
| Boston Advisors Llc |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
| Diversify Wealth Management, Llc |
3 |
| Gateway Investment Advisers Llc |
3 |
| Knight Capital Group, Inc. |
3 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| Yorktown Management & Research Co Inc |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| Nicholas Investment Partners, LP |
3 |
| Axiom Investment Management LLC |
3 |
| Westwood Holdings Group Inc |
3 |
| Earnest Partners Llc |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| Cornerstone Advisors, Inc. |
3 |
| Arabesque Asset Management Ltd |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Deprince Race & Zollo Inc |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| Pictet Asset Management Sa |
3 |
| Premier Fund Managers Ltd |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| Waddell & Reed Financial Inc |
3 |
| Element Capital Management Llc |
3 |
| Chase Investment Counsel Corp |
3 |
| TopTier Wealth Management, LLC |
3 |
| City National Bank |
3 |
